Joshua Kendall Memorial Foundation in Missoula, Montana (MT)
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
- Organizations performing similar types of work
Joshua Kendall Memorial Foundation | |
Employer Identification Number (EIN) | 481281882 |
Name of Organization | Joshua Kendall Memorial Foundation |
In Care of Name | Patricia A Kendall |
Address | 4756 Sage St, Missoula, MT 59808-1475 |
Subsection | Charitable Organization |
Ruling Date | 01/2003 |
Deductibility | Contributions are deductible |
Foundation | Private operating foundation (other) |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
Assets | $1 to $9,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,634 |
Amount of Income | $1,920 |
Form 990 Revenue Amount | $1,920 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2011: $1,920 (it was $6,875 in 2010)
This organization: | $1,920 |
Other organizations performing similar types of work: | $45,945 |
Assets in 2011: $1,634 (it was $2,548 in 2010)
Joshua Kendall Memorial Foundation: | $1,634 |
Other organizations performing similar types of work: | $120,180 |
Expenses in 2011: $2,721
This organization: | $2,721 |
Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2011: 0.7
This organization: | 0.7 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 100.0%
This organization: | 100.0% |
Other organizations performing similar types of work: | 2.2% |
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 | $1,920 | $0 | $0 | |
Contributions, gifts, grants, etc., received | $1,920 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $2,721 | $0 | $0 | $1,702 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,721 | $0 | $1,702 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-801 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,634 | $1,634 |
Cash - non-interest-bearing | $105 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,529 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $1,634 |
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 | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
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? | Yes |
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 | $0 |
Net value of noncharitable-use assets | $0 |
Minimum investment return | $0 |
Distributable Amount (for 2011) | |
Distributable amount | $0 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $0 |
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 | $1 | $0 | $0 | $0 | $1 |
Qualifying distributions made directly for active conduct of exempt activities | $1,702 | $8,138 | $10,594 | $13,376 | $33,810 |
Value of all assets | $1 | $0 | $0 | $0 | $1 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Carolands Foundation | 565 Remillard Dr, Hillsborough, CA 94010-6739 | CA | 2013-07 | $131,910,484 |
2 | Tom T East Sr & Alice K East & Alice H East & Robert C East Wildl | 200 Concord Plaza Suite 410, San Antonio, TX 78216-6943 | TX | 2008-04 | $97,626,236 |
3 | Willem De Kooning Foundation | 790 Madison Avenue, New York, NY 10065-6124 | NY | 2001-05 | $73,681,377 |
4 | Terra Foundation For American Art | 120 E Erie St, Chicago, IL 60611-3154 | IL | 2003-05 | $72,511,035 |
5 | Sapling Foundation | 250 Hudson St Rm 1002, New York, NY 10013-1434 | NY | 2014-08 | $55,063,271 |
6 | Mcfadden Foundation Inc | PO BOX 70519, Albany, GA 31708-0519 | GA | 2011-08 | $35,686,614 |
7 | The Caldwell Foundation | 2215 W Martin Luther King Jr Blvd, Tyler, TX 75702-2954 | TX | 1954-09 | $35,190,048 |
8 | Pussycat Foundation | 300 W 57 St Eve Burtonhearst Corp, New York, NY 10019 | NY | 2010-12 | $30,019,075 |
9 | Reckitt Benckiser Pharmaceuticals Patient Help Foundation, Rbp Patient Help Foundation | 10710 Midlothian Tpke Ste 430, Richmond, VA 23235-4759 | VA | 2012-09 | $29,989,187 |
10 | The Rawlings Foundation Inc | 2554 Players Ct, Wellington, FL 33414-6286 | FL | 2001-05 | $25,454,118 |
11 | Willard G Pierce And Jessie M Pierce Foundation | 701 W Cloverdale Rd, Hastings, MI 49058-8360 | MI | 1989-06 | $20,737,527 |
12 | The Draper Richards Foundation | 1600 El Camino Real Ste 155, Menlo Park, CA 94025-4120 | CA | 2002-07 | $18,796,693 |
13 | Tiger Baron Foundation Inc | 233 Broadway Rm 2200, New York, NY 10279-2202 | NY | 2003-03 | $16,505,804 |
14 | Shelley & Donald Rubin Cultural Tr Ua 05111999 | 150 West 17th Street, New York, NY 10011 | NY | 1999-08 | $16,495,047 |
15 | Maurice And Paul Marciano Art Foundation | 144 S Beverly Dr, Beverly Hills, CA 90212-3033 | CA | 2012-12 | $15,660,329 |
16 | Discovery Foundation Inc | 310 W Spruce St, Missoula, MT 59802-4108 | MT | 2014-01 | $1,345,000 |
17 | Joshua Kendall Memorial Foundation | 4756 Sage St, Missoula, MT 59808-1475 | MT | 2003-01 | $1,920 |
18 | J & K Sackett Family Foundation Inc | 4762 Aspen Ln, Bozeman, MT 59715-9601 | MT | 2002-03 | $500 |
19 | A Beautiful Choice Incorporated | 2925 4th Ave N, Great Falls, MT 59401-2913 | MT | 2013-11 | $0 |
20 | Big Sky Asa Inc, Big Sky Blitz | 436 Beaverhead Ct, Great Falls, MT 59405-1320 | MT | 2014-12 | $0 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 1,344 |
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