Mark H Kennedy Memorial Fund 9388493300 in Milwaukee, Wisconsin (WI)

Table of contents:

Organization representatives - add corrected or new information about Mark H Kennedy Memorial Fund 9388493300 »

Non-representatives - add comments about Mark H Kennedy Memorial Fund 9388493300»

Mark H Kennedy Memorial Fund 9388493300
Employer Identification Number (EIN)550684352
Name of OrganizationMark H Kennedy Memorial Fund 9388493300
In Care of NameBk One West Virginia Wheeling Na
AddressC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date04/1989
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period04/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$6,224,994
Amount of Income$3,540,735
Form 990 Revenue Amount$282,324


Non-representatives - add comments:


CAPTCHA

Your IP address 23.20.28.193 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$282,324$282,308$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$121
Dividends and interest from securities$111,330
Gross rents$0
Gross profit from sales of goods$0
Other income$1,057
Other$169,816
Total expenses and disbursements$397,507$44,743$0$331,793
Compensation of officers, directors, trustees, etc.$58,381
Total operating and administrative expenses$81,134$44,743$15,420
Contributions, gifts, grants paid$316,373
Excess of revenue over expenses and disbursements$-115,183
Net investment income$237,565
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$6,224,994$6,799,334
Cash - non-interest-bearing$1,897
Investments-U.S. and state government obligations$0
Investments-corporate stock$4,351,948
Investments-corporate bonds$1,413,612
Investments-mortgage loans$0
Investments-other$0
Other$457,537
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$6,224,994
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$169,816
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$4,751
Total credits and payments$11,080
2012 estimated tax payments and 2011 overpayment credited to 2012$11,080
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$6,329
Amount to be credited to 2013 estimated tax$4,760
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$6,770,340
Net value of noncharitable-use assets$6,668,780
Minimum investment return$333,439
Distributable Amount (for 2012)
Distributable amount$328,688
Undistributed Income (for 2012)
Distributable amount for 2012$328,688
Undistributed income for 2012. This amount must be distributed in 2013$304,571
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Mark H Kennedy Memorial Fund 9388493300 to others? (optional)
  
Add photo of Mark H Kennedy Memorial Fund 9388493300 (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»

Sweepstakes

Special limited-time promotion! Submit your review for a chance to win $500 in our sweepstakes!



Your email address (you will not be contacted unless you win, we do not sell your email address or send any spam):


Recently Added Reviews
Jfs Housing Inc in Milwaukee, WI
*****
Equality Payee Services Inc in Brookfield, WI
**•
Childrens Vision International Inc, C-O Ann Thicke in Bangor, WI
**•
Nehemiah Community Development Corporation in Madison, WI
*****
Happy Acre Sanctuary Inc in Pahrump, NV
****
Western Indiana Community Action Agency Inc in Terre Haute, IN
Children Always Need Answers & Alternatives Network, C A N A A N Inc in Houston, TX
*****
Pc Memories Inc in Henryetta, OK
***
Universal Matrix Church Of Oregon in Portland, OR
****
Streetdog Foundation Inc in Memphis, TN
*
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1Marinette Youth Incorporated1644 Ludington Street, Marinette, WI 54143WI2012-10$65,453
2Marion Area Community Foundation120 N Main St, Marion, WI 54950-9625WI2002-07$39,928
3Marion Area Ministerial Associations House Of Hope415 Butternut St, Tigerton, WI 54486WI2006-04$0
4Marion Day Care Inc, C-O Patricia A MielkePO BOX 14, Marion, WI 54950-0014WI1992-06$115,920
5Marion Elderly Housing Inc6515 Grand Teton Plz Ste 220, Madison, WI 53719-1048WI1992-11$214,433
6Maris Foundation, Taniguchi Mari1229 Merritt Ave, Oshkosh, WI 54901-5347WI1997-07$12,225
7Marjorie M Bringe Charitable Tr, Van De Water Lorna M Ttee802 Michigan Ave, Sheboygan, WI 53081-3438WI2003-09$1,201,659
8Marjorie Siebert Aylen Foundation Inc, C-O Lichtsinn & Haensel S C111 East Wisconsin Ave, Milwaukee, WI 53202-4815WI1991-11$1,062,110
9Mark A & Jean M Elste Familyfoundation IncPO BOX 578, Mequon, WI 53092-0578WI2007-03$1,477
10Mark G Sellers Entrepreneurial Foundation IncW188 N11707 Maple Rd, Germantown, WI 53022WI2002-11$0
11Mark H Kennedy Memorial Fund 9388493300C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1989-04$3,540,735
12Mark H Latimer Charitable FoundationPO BOX 3038, Milwaukee, WI 53201-3038WI1980-05$347,648
13Mark Twain FoundationPO BOX 3038, Milwaukee, WI 53201-3038WI1979-12$296,225
14Markesan Historical Society IncPO BOX 400, Markesan, WI 53946-0400WI1990-03$622,796
15Markesan Hornet Booster ClubPO BOX 270, Markesan, WI 53946-0270WI1999-07$27,435
16Markos FoundationPO BOX 5507, Madison, WI 53705-0507WI1996-08$1,391,824
17Marlo Foundation Ltd9701 N Lake Dr, Milwaukee, WI 53217-6103WI1966-05$182,481
18Marquardt Foundation Inc1020 Hill St, Watertown, WI 53098-3099WI1987-01$4,230,243
19Marquardt Home And Community Based Services Inc1020 Hill St, Watertown, WI 53098-3016WI1999-04$1,421,839
20Marquardt Memorial Manor Inc1020 Hill St, Watertown, WI 53098-3016WI1977-09$14,335,670

faqs.org is not associated with, endorsed by, or sponsored by Mark H Kennedy Memorial Fund 9388493300 and has no official or unofficial affiliation with Mark H Kennedy Memorial Fund 9388493300