Kullberg Family Foundation in Scottsdale, Arizona (AZ)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Arizona
| Kullberg Family Foundation | |
| Employer Identification Number (EIN) | 363551235 |
| Name of Organization | Kullberg Family Foundation |
| Address | 6444 N 79th St, Scottsdale, AZ 85250-7919 |
| Activities | Supplying money, goods or services to the poor |
| Subsection | Charitable Organization |
| Ruling Date | 05/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $10,519 |
| Amount of Income | $14,731 |
| Form 990 Revenue Amount | $3,372 |
Non-representatives - add comments:
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $3,372 | $3,372 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $53 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,318 | |||
| Total expenses and disbursements | $7,677 | $0 | $0 | $7,675 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,027 | $0 | $1,025 | |
| Contributions, gifts, grants paid | $6,650 | |||
| Excess of revenue over expenses and disbursements | $-4,305 | |||
| Net investment income | $3,372 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,519 | $10,519 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,519 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,519 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $3,318 |
| 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 | $34 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $34 |
| 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? | No |
| 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 | $14,526 |
| Net value of noncharitable-use assets | $14,300 |
| Minimum investment return | $715 |
| Distributable Amount (for 2011) | |
| Distributable amount | $681 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $681 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| 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! |
|
|
| Recently Added Reviews |
Black Mountain Motorcycle Club Inc in Scottsdale, AZ
  |
|
Jewish Arizonans On Campus, Jac in Scottsdale, AZ
|
|
Soldiers For Christ in Lake Havasu City, AZ
|
| Knights Of Pythias Of Arizonia, Tucson Lodge 9 in Peoria, AZ |
Kazakh Network in Fountain Hills, AZ
 |
|
Central Arizona Team Penning Association in Chino Valley, AZ
|
|
Buckeye Animal Rescue & Kennel in Buckeye, AZ
|
|
Saving Paws Az-Sunset Ranch in Phoenix, AZ
|
|
Susan Mortensen Turley Foundation in Chandler, AZ
|
|
Trees Please in Tucson, AZ
|
| Other organizations in Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lamad Preparatory Academy | 4343 E 22nd St, Tucson, AZ 85711-5705 | AZ | 2006-10 | $36,478 |
| 2 | Lamb Foundation Irrv Trust, Lamb Raymond A Co-Ttee | 17550 N Perimeter Dr, Scottsdale, AZ 85255-7828 | AZ | 2000-01 | $2,480,488 |
| 3 | Lamb Of God Christian Center | PO BOX 90523, Phoenix, AZ 85066-0523 | AZ | 2007-06 | $0 |
| 4 | Lamb-Lion Institute | 801 E Granite Dells Rd, Payson, AZ 85541-4914 | AZ | 1984-02 | $84,318 |
| 5 | Lambda Alpha International | P O Box 72720, Phoenix, AZ 85050 | AZ | 1968-11 | $45,300 |
| 6 | Lambda Phoenix Center | PO BOX 21211, Phoenix, AZ 85036 | AZ | 1992-02 | $0 |
| 7 | Land Title Association Of Arizona | 7225 W Oakland St, Chandler, AZ 85226-2433 | AZ | 1993-02 | $122,192 |
| 8 | Landsburg Foundation | 10248 E Placita Cresta Mia, Tucson, AZ 85749-9535 | AZ | 1990-07 | $31,248 |
| 9 | Langerman Foundation | 4506 N 12th St, Phoenix, AZ 85014-4201 | AZ | 1968-02 | $99,318 |
| 10 | Kayser Family Foundation Inc | 8216 E Sands Dr, Scottsdale, AZ 85255-4202 | AZ | 2001-08 | $9,991 |
| 11 | Kullberg Family Foundation | 6444 N 79th St, Scottsdale, AZ 85250-7919 | AZ | 1988-05 | $14,731 |
| 12 | Land Economics Foundation Of Lambda Alpha -All Chapters- | 13835 N Tatum Blvd Room 9-448, Phoenix, AZ 85032-0413 | AZ | 1965-04 | $48,105 |
| 13 | Lambda Alpha International | PO BOX 72720, Phoenix, AZ 85050-1029 | AZ | 1968-11 | $307,457 |
| 14 | Kitties In Need Of Someone Special Inc, Kiss Inc | 766 Four Winds Cir, Sierra Vista, AZ 85635-1660 | AZ | 2006-09 | $17,405 |
| 15 | Knueven Family Foundation Inc | 144 15 North Blazing Canyon Drive, Oro Valley, AZ 85755 | AZ | 1998-03 | $1 |
| 16 | Kanter-Plaut Foundation Inc Herbert C Kantor Esq | 17930 N Catalina Ct, Surprise, AZ 85374-3316 | AZ | 1963-12 | $258,000 |
| 17 | Lambda Chi Alpha Fraternity Inc, Alpha Gamma Zeta House Corp | 2731 E Capricorn Pl, Chandler, AZ 85249-5249 | AZ | 1941-01 | $34,713 |
| 18 | Kearny Alliance Inc | 14901 North Scottsdale Road Room 20, Scottsdale, AZ 85254-2718 | AZ | 2003-03 | $458,609 |
| 19 | L & M Foundation | 12212 N Paradise Vallage S 233, Phoenix, AZ 85032 | AZ | 1963-05 | $69,729 |
| 20 | Kaiser-Frazier Owners Club International Inc | 818 W Laguna Azul Ave, Mesa, AZ 85210-7108 | AZ | 1989-07 | $54,536 |
Organization representatives - add corrected or new information about Kullberg Family Foundation »
Non-representatives - add comments about Kullberg Family Foundation»