Woodworth Upjohn Foundation in Kalamazoo, Michigan (MI)
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 Michigan
Woodworth Upjohn Foundation | |
Employer Identification Number (EIN) | 382708118 |
Name of Organization | Woodworth Upjohn Foundation |
Address | 350 E Michigan Ave, Kalamazoo, MI 49007-3800 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 01/1987 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
Assets | $25,000 to $99,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $61,688 |
Amount of Income | $6 |
Form 990 Revenue Amount | $6 |
Non-representatives - add comments:
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 | $6 | $6 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $6 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $3,400 | $1,700 | $0 | $1,700 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,400 | $1,700 | $1,700 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-3,394 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $61,688 | $61,688 |
Cash - non-interest-bearing | $6 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $61,682 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $61,688 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
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 | $0 |
Total credits and payments | $2,383 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $2,383 |
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 | $2,383 |
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 | $62,093 |
Net value of noncharitable-use assets | $61,160 |
Minimum investment return | $3,058 |
Distributable Amount (for 2011) | |
Distributable amount | $3,058 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $3,058 |
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 |
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Other organizations in Michigan | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Woodhaven Lodge No 966 Loyal Order Of Moose, 966 | 22951 Van Horn Rd, Woodhaven, MI 48183-3754 | MI | 1935-08 | $409,761 |
2 | Woodhaven Of Livonia | 29667 Wentworth St, Livonia, MI 48154-6231 | MI | 1986-05 | $7,448,328 |
3 | Woodhaven Retirement Community Foundation Inc | 29667 Wentworth St, Livonia, MI 48154-6231 | MI | 2009-08 | $265,423 |
4 | Woodland Elementary Parent Teacher Organization | 2000 W Pyle Dr, Kingsford, MI 49802-4250 | MI | 1992-06 | $86,930 |
5 | Woodland Parent-Teacher Organization | 6465 Livernois Rd, Troy, MI 48098 | MI | 2008-11 | $9,752 |
6 | Woodlawn Preschool | 1175 Territorial Rd W, Battle Creek, MI 49015-1721 | MI | 1952-07 | $236,704 |
7 | Woodridge Nonprofit Corporation | 26000 Evergreen Rd, Southfield, MI 48076-4453 | MI | 2008-03 | $888,421 |
8 | Woodrun Foundation | PO BOX 2030 6735 TELEGRAPH RD, Bloomfield Hills, MI 48301-3141 | MI | 1996-11 | $162 |
9 | Woods Care | PO BOX 1107, Wayne, MI 48184-4107 | MI | 2002-05 | $495,766 |
10 | Woodward Academy Support Foundation | 951 E Lafayette St, Detroit, MI 48207-2901 | MI | 1998-05 | $8,628 |
11 | Woodworth Upjohn Foundation | 350 E Michigan Ave, Kalamazoo, MI 49007-3800 | MI | 1987-01 | $6 |
12 | Word And Deed | PO BOX 157, Hudsonville, MI 49426-0157 | MI | 2003-07 | $589,179 |
13 | Word Of God | 3800 Packard St Ste 260, Ann Arbor, MI 48108-2073 | MI | 1995-01 | $297,288 |
14 | Word Of Life, Washtenaw Covenant Community | 715 E Huron St, Ann Arbor, MI 48104-1555 | MI | 1992-04 | $616,685 |
15 | Work Of Christ Community | 4828 S Hagadorn Rd, East Lansing, MI 48823-5310 | MI | 1978-09 | $773,680 |
16 | Work Skills Corporation | 100 Summit St, Brighton, MI 48116-2465 | MI | 1975-01 | $20,787,758 |
17 | Work Skills Foundation | 100 Summit St, Brighton, MI 48116-2465 | MI | 2007-05 | $82,678 |
18 | Workplace Chaplains Inc | PO BOX 111, Cadillac, MI 49601-0111 | MI | 1999-01 | $446,452 |
19 | World Affairs Council Of Western Michigan | Robinson Rd Se Ste 1607, Grand Rapids, MI 49506 | MI | 1975-02 | $332,371 |
20 | World Class Tae Kwon Do Inc | 5925 Estola St, Jackson, MI 49201 | MI | 2009-03 | $42,592 |
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