Kelly And Karen Rose Foundation in Bristol, Indiana (IN)
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 Indiana
| Kelly And Karen Rose Foundation | |
| Employer Identification Number (EIN) | 351907388 |
| Name of Organization | Kelly And Karen Rose Foundation |
| In Care of Name | Kelly Rose Ttee |
| Address | 54768 Colonial Ridge Dr, Bristol, IN 46507-8903 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $903,491 |
| Amount of Income | $956,919 |
| Form 990 Revenue Amount | $536,674 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $536,674 | $36,674 | $0 | |
| Contributions, gifts, grants, etc., received | $500,000 | |||
| Interest on savings and temporary cash investments | $34 | |||
| Dividends and interest from securities | $23,616 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $13,024 | |||
| Total expenses and disbursements | $261,396 | $8,396 | $0 | $253,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,396 | $8,396 | $0 | |
| Contributions, gifts, grants paid | $253,000 | |||
| Excess of revenue over expenses and disbursements | $275,278 | |||
| Net investment income | $28,278 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,165,299 | $1,183,681 |
| Cash - non-interest-bearing | $52,493 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $412,518 | |
| Investments-corporate bonds | $665,778 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $34,510 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,165,299 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $13,024 |
| 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 | $283 |
| Total credits and payments | $47 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $47 |
| 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 |
| Tax due | $236 |
| 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 | $958,448 |
| Net value of noncharitable-use assets | $944,080 |
| Minimum investment return | $47,204 |
| Distributable Amount (for 2011) | |
| Distributable amount | $46,921 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $46,921 |
| 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 |
Rotary International, Kendallville Rotary Club in Kendallville, IN
  |
|
Naptown Riders Motorcycle Club in Indianapolis, IN
|
| A Hoof And A Prayer Horse Rescue Inc in Haubstadt, IN |
| Nulltown Wingnuts Inc in Connersville, IN |
|
Lennoxs Legacy Rescue Inc in Decatur, IN
|
|
Columbus Regional Hospital in Columbus, IN
|
|
Order Of The Amaranth Inc, Grand Court Of Indiana in Evansville, IN
|
| Franklin Township Youth Basketball in Indianapolis, IN |
| Iglesia Nueva Vida in Jasper, IN |
|
New Life J R Jessee Recovery House in Indianapolis, IN
|
| Other organizations in Indiana | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Kate W Schultz Trust | PO BOX 207, Evansville, IN 47702-0207 | IN | 1970-12 | $36,427 |
| 2 | Kathleen M Lane Memorial Scholarship Fund | PO BOX 830, Jasper, IN 47547-0830 | IN | 1993-10 | $335 |
| 3 | Kauffman Engineering Inc Group Veba Health Tr, Kauffman Allan E Ttee | 4735 Statesmen Dr Ste A, Indianapolis, IN 46250 | IN | 1996-08 | $937,118 |
| 4 | Kebar Foundation | 1327 Lakeland Cv, Fort Wayne, IN 46825-3573 | IN | 2001-11 | $168 |
| 5 | Keep Evansville Beautiful Inc | 209 Main St, Evansville, IN 47708-1445 | IN | 1980-06 | $331,856 |
| 6 | Keep Indianapolis Beautiful Inc | 1029 E Fletcher Ave No 100, Indianapolis, IN 46203-1042 | IN | 1981-04 | $3,733,309 |
| 7 | Kehlor Family Foundation | 10490 E 116th St, Fishers, IN 46037-9714 | IN | 2004-11 | $510 |
| 8 | Keiser Foundation Inc, Boxberger Bruce O Ttee | 4236 Reed Rd, Fort Wayne, IN 46815-4942 | IN | 1996-03 | $237,130 |
| 9 | Kej Foundation Inc, Jackson Kyle E | 6900 Gray Rd, Indianapolis, IN 46237-3209 | IN | 2001-02 | $993,882 |
| 10 | Kelley Foundation Inc | 633 Avenue Of Autos, Fort Wayne, IN 46804-1184 | IN | 1986-02 | $5,451 |
| 11 | Kelly And Karen Rose Foundation | 54768 Colonial Ridge Dr, Bristol, IN 46507-8903 | IN | 1994-04 | $956,919 |
| 12 | Kelly Prentiss Scholarship Fund 6-1535 | 515 Franklin St, Michigan City, IN 46360-3328 | IN | 1971-10 | $3,885 |
| 13 | Kemba Indianapolis Credit Union, Karla Salisbury Ceo | 444 S Shortridge Rd, Indianapolis, IN 46219-7440 | IN | 1969-05 | $3,338,758 |
| 14 | Kempton Fire & Rescue Inc | 103 W College, Kempton, IN 46049 | IN | 1995-12 | $76,302 |
| 15 | Ken Gates Ministries Inc | 1763 Wellesley Ln Apt 2g, Indianapolis, IN 46219-8428 | IN | 2014-04 | $2,825 |
| 16 | Ken Krempp Foundation Inc | 1314 Wilson St, Jasper, IN 47546-1828 | IN | 1985-11 | $9,642 |
| 17 | Kendallville Chamber Of Commerce | 122 S Main St, Kendallville, IN 46755-1716 | IN | 1991-05 | $172,425 |
| 18 | Kendallville Day Care Center Inc | 342 Lisle St, Kendallville, IN 46755-2138 | IN | 1971-09 | $633,684 |
| 19 | Kendallville Investment Group Inc | 7050 S 405 E, Wolcottville, IN 46795-9690 | IN | 1977-02 | $20,651 |
| 20 | Kendallville Local Development Corporation | 234 S Main St, Kendallville, IN 46755 | IN | 1986-01 | $2 |
Organization representatives - add corrected or new information about Kelly And Karen Rose Foundation »
Non-representatives - add comments about Kelly And Karen Rose Foundation»