Kalamazoo Community Foundation Charitable Trust in Pittsburgh, Pennsylvania (PA)
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 Pennsylvania
| Kalamazoo Community Foundation Charitable Trust | |
| Employer Identification Number (EIN) | 386372488 |
| Name of Organization | Kalamazoo Community Foundation Charitable Trust |
| Address | PO BOX 609, Pittsburgh, PA 15230-0609 |
| Activities | Community trust or component |
| Subsection | Charitable Organization |
| Ruling Date | 06/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $2,607,211 |
| Amount of Income | $275,874 |
| Form 990 Revenue Amount | $167,556 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $134,876 | $134,876 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $90,868 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $44,008 | |||
| Total expenses and disbursements | $192,231 | $20,356 | $0 | $171,875 |
| Compensation of officers, directors, trustees, etc. | $20,356 | |||
| Total operating and administrative expenses | $20,356 | $20,356 | $0 | |
| Contributions, gifts, grants paid | $171,875 | |||
| Excess of revenue over expenses and disbursements | $-57,355 | |||
| Net investment income | $114,520 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,480,552 | $3,480,552 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $84,415 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,284,621 | |
| Other | $111,516 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,480,552 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $44,008 |
| 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 | $2,290 |
| Total credits and payments | $3,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3,400 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,059 |
| Amount to be credited to 2013 estimated tax | $1,059 |
| 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 | $3,346,058 |
| Net value of noncharitable-use assets | $3,295,860 |
| Minimum investment return | $164,793 |
| Distributable Amount (for 2012) | |
| Distributable amount | $162,503 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $162,503 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | James Lee And Annanette Harper Family Foundation | 49 Colleen Cir, Downingtown, PA 19335-4993 | PA | 1998-03 | $12,505 |
| 2 | Japanese Chin Club Of America | 661 Dori Lane, Stowe, PA 19464 | PA | 2001-08 | $33,786 |
| 3 | International Surface Fabricators A Ssociation Inc | 2400 Wildwood Rd, Gibsonia, PA 15044-6404 | PA | 1998-06 | $363,965 |
| 4 | Isecp Inc | 501 N Church Road Po Box 223, Wernersville, PA 19565 | PA | 1946-03 | $0 |
| 5 | Jane Austen Society Of N America | C/O Janet Rosowicz 3106 Colony Ln, Plymouth Meeting, PA 19462 | PA | 1979-07 | $787,169 |
| 6 | Lambda Foundation Inc | 4422 Larchwood Ave, Philadelphia, PA 19104-3916 | PA | 1984-05 | $469,873 |
| 7 | Laborers Welfare Fund Of Dela 199 & 847 | 3 Gateway Center 401 Liberty Ave, Pittsburgh, PA 15222 | PA | 1960-11 | $5,880,260 |
| 8 | Kelton & Alma White Memorial Trust | 1 Freedom Valley Dr, Oaks, PA 19456-9989 | PA | 2010-05 | $3,128,394 |
| 9 | Kids And Cars Inc | 10 Righters Ferry Rd, Bala Cynwyd, PA 19004-2325 | PA | 2003-07 | $238,107 |
| 10 | Kenneth And Elizabeth Parsonscharitable Foundation | 352 Wyldhaven Rd, Bryn Mawr, PA 19010-1242 | PA | 2009-03 | $1 |
| 11 | Kalamazoo Community Foundation Charitable Trust | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1978-06 | $275,874 |
| 12 | L Lee Stryker Memorial Trust | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1988-09 | $174,876 |
| 13 | Katharine Brower Foundation A New Jersey Nonprofit Corporation | 415 Eagle Pointe, Glen Mills, PA 19342-3375 | PA | 2015-03 | $1,746 |
| 14 | Kessler Foundation | PO BOX 216, Solebury, PA 18963-0216 | PA | 1954-04 | $1 |
| 15 | Lambda Chi Alpha Fraternity, Theta Pi Zeta Non Academic Chapter | C/O Jacob Asplundh 610 W Germantown, Plymouth Meeting, PA 19462 | PA | 1941-01 | $210,751 |
| 16 | Kane Lodge Foundation Inc | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1961-11 | $498,044 |
| 17 | Karl Darrow Charitable Tr Uw 460938 0189 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1992-03 | $46,694 |
| 18 | Keystone State Railroad Association | 121 State Street, Harrisburg, PA 17101-1005 | PA | 1997-05 | $74,761 |
| 19 | Kids Unique Inc, Kids Unique | 4222 Spruce Street Apt 2r, Philadelphia, PA 19104 | PA | 2002-12 | $216,459 |
| 20 | Kinney Memorial Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1992-01 | $1,217,442 |
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