Mary Mikesell Charitable Tr in Milwaukee, Wisconsin (WI)

Table of contents:

Organization representatives - add corrected or new information about Mary Mikesell Charitable Tr »

Non-representatives - add comments about Mary Mikesell Charitable Tr»

Mary Mikesell Charitable Tr
Employer Identification Number (EIN)912091454
Name of OrganizationMary Mikesell Charitable Tr
In Care of NameJpmorgan Chase Bank Na
AddressPO BOX 3038, Milwaukee, WI 53201-3038
SubsectionCharitable Organization
Ruling Date05/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period11/2011
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$664,359
Amount of Income$105,449
Form 990 Revenue Amount$29,940
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified)


Non-representatives - add comments:


CAPTCHA

Your IP address 54.167.138.53 will be logged.

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$29,940$22,047$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$274
Dividends and interest from securities$10,359
Gross rents$0
Gross profit from sales of goods$0
Other income$7,374
Other$11,933
Total expenses and disbursements$11,742$8,006$0$3,736
Compensation of officers, directors, trustees, etc.$9,157
Total operating and administrative expenses$11,742$8,006$3,736
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$18,198
Net investment income$14,041
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$664,359$852,978
Cash - non-interest-bearing$266,642
Investments-U.S. and state government obligations$0
Investments-corporate stock$247,033
Investments-corporate bonds$111,762
Investments-mortgage loans$0
Investments-other$0
Other$38,922
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$664,359
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$11,933
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$281
Total credits and payments$480
2011 estimated tax payments and 2010 overpayment credited to 2011$480
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$199
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$918,305
Net value of noncharitable-use assets$904,540
Minimum investment return$45,227
Distributable Amount (for 2011)
Distributable amount$44,946
Undistributed Income (for 2011)
Distributable amount for 2011$44,946
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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 Mary Mikesell Charitable Tr to others? (optional)
  
Add photo of Mary Mikesell Charitable Tr (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
*****
Racine Dragon Boat Club Ltd in Racine, WI
***•
Laona Rescue Unit Inc in Laona, 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
*****
True Vine World Outreach Ministriesinc in Bronx, NY
*****
Amicalola Electric Membership Corporation Veba Tr, Gibson Charles Ttee in Jasper, GA
*****
Claymore Senior Center Inc in Wilmington, DE
*
International Jet Ski Boating Association Inc in Costa Mesa, CA
*
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1Mary Emma Fisher Trust 33880006 1st Natl Bank Of Chicago TteePO BOX 3038, Milwaukee, WI 53201-3038WI2003-02$583,920
2Mary Hendrickson Johnson Foundation Inc3082 Red Fox Cir, Colgate, WI 53017-9544WI1989-10$281,173
3Mary House Of Hospitality Inc3559 County Highway G, Wisconsin Dells, WI 53965WI1991-06$40,425
4Mary Howes Woodsmall Memorial For The Encouragement Of The ArtsC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1952-03$89,430
5Mary Iva Gittins Knouse Trust, U S BankPO BOX 7900, Madison, WI 53707-7900WI1900-01$304,352
6Mary K Stoner Tr Uw 21600PO BOX 3038, Milwaukee, WI 53201WI1977-11$433,726
7Mary Lake Montessori Inc5464 Mary Lake Rd, Waunakee, WI 53597-9121WI1988-01$576,421
8Mary Linsmeier Schools Inc18735 Pleasant St, Brookfield, WI 53045-3426WI1977-11$4,225,679
9Mary M Westlund Family Foundation Inc2115 Sunrise Dr, La Crosse, WI 54601-6857WI2008-02$131,920
10Mary Mallery Davis Endowment Fund 4410576900C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1993-02$823,198
11Mary Mikesell Charitable TrPO BOX 3038, Milwaukee, WI 53201-3038WI2001-05$105,449
12Mary Nobile Charitable TrustPO BOX 2043, Milwaukee, WI 53201-2043WI2007-01$184,728
13Mary P Gill FoundationJpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI$218,338
14Mary Pauly Lacy Foundation Inc, C-O Jere D Mcgaffey Foley & Lardner777 E Wisconsin Ave, Milwaukee, WI 53202-5300WI1993-03$432,483
15Mary Sage UnitrustC/O JPMORGAN CHASE BANK NAPO BOX, Milwaukee, WI 53201WI1990-04$471,054
16Mary W Stremmer Educational Trust Fund Marshall High SchoolPO BOX 660, Marshall, WI 53559-0660WI1992-02$15,875
17Mary W Stremmer Educational Trust Fund Waterloo High SchoolPO BOX 660, Marshall, WI 53559-0660WI1992-02$15,860
18Maryhill Manor Inc501 Madison Ave, Niagara, WI 54151-1350WI1946-03$5,150,704
19Marys Home Inc4886 Pine St, Laona, WI 54541WI2001-01$14,012
20Marys Place Boarding House Inc300 N Central Ave, Marshfield, WI 54449-2111WI2006-02$72,176

faqs.org is not associated with, endorsed by, or sponsored by Mary Mikesell Charitable Tr and has no official or unofficial affiliation with Mary Mikesell Charitable Tr