James And Jane Kreitzberg Foundation in Salem, Oregon (OR)
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 Oregon
James And Jane Kreitzberg Foundation | |
Employer Identification Number (EIN) | 931227643 |
Name of Organization | James And Jane Kreitzberg Foundation |
In Care of Name | James Kreitzberg |
Address | 1415 Beaumont St Nw, Salem, OR 97304-2629 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 03/1997 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
Assets | $1,000,000 to $4,999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $1,552,921 |
Amount of Income | $26,067 |
Form 990 Revenue Amount | $26,067 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $26,067 | $26,067 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $611 | |||
Dividends and interest from securities | $25,456 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $2,963 | $0 | $0 | $1,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $1,963 | $0 | $0 | |
Contributions, gifts, grants paid | $1,000 | |||
Excess of revenue over expenses and disbursements | $23,104 | |||
Net investment income | $26,067 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,552,921 | $1,262,428 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,286,872 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $266,049 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $1,552,921 |
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 | $521 |
Total credits and payments | $41 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $41 |
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 | $10 |
Tax due | $490 |
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 | $1,226,708 |
Net value of noncharitable-use assets | $1,208,300 |
Minimum investment return | $60,415 |
Distributable Amount (for 2011) | |
Distributable amount | $59,894 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $59,894 |
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 Oregon | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Jackson Soccer Club | PO BOX 80307, Portland, OR 97280-1307 | OR | 2009-06 | $48,451 |
2 | Jackson Street Youth Shelter Inc, Corvallis Youth Shelter Inc | PO BOX 285, Corvallis, OR 97339-0285 | OR | 2000-01 | $709,999 |
3 | Jacksonville Chamber Of Commerce | 1055 N 5th St Unit 72, Jacksonville, OR 97530-9653 | OR | 1976-07 | $113,765 |
4 | Jacksonville Engine Co 1 Inc | P O Box 313, Jacksonville, OR 97530 | OR | 1995-05 | $4,000 |
5 | Jacksonville Woodlands Association Inc | Po Box 1210, Jacksonville, OR 97530 | OR | 1990-09 | $32,382 |
6 | Jacksonville-Applegate Community Education Trust Inc | PO BOX 101, Jacksonville, OR 97530-0101 | OR | 1993-12 | $17,323 |
7 | Jacob Wismer Parent Teacher Organization Inc | 5477 Nw Skycrest Pkwy, Portland, OR 97229-2306 | OR | 2001-08 | $141,277 |
8 | Jacobs Gallery, Hult Center For Performing Arts | Hult Center One Eugene Center, Eugene, OR 97401 | OR | 2008-05 | $88,401 |
9 | Jacqueline Rayot Olsson Charitable Foundation | 2165 Sw Main St, Portland, OR 97205-1123 | OR | 2001-01 | $95,568 |
10 | Jaguar Owners Club Of Oregon | 1641 Sw Multnomah Blvd, Portland, OR 97219 | OR | 1964-07 | $0 |
11 | James And Jane Kreitzberg Foundation | 1415 Beaumont St Nw, Salem, OR 97304-2629 | OR | 1997-03 | $26,067 |
12 | James C And Carol A Kyle Foundation | PO BOX 2073, Roseburg, OR 97470-0446 | OR | 2000-06 | $4,120 |
13 | James E Itel Educational Trust | 15651 Sw Oregon St, Sherwood, OR 97140-9342 | OR | 2014-08 | $12,771 |
14 | James F And Marion L Miller Foundation | 520 Sw Yamhill, Portland, OR 97204-1335 | OR | 2003-03 | $53,195,504 |
15 | James H Stanard Foundation | PO BOX 3168, Portland, OR 97208-3168 | OR | 1998-08 | $98,532 |
16 | James R Kuse Family Foundation, Kuse James R And Shirley R Ttee | PO BOX 8989, Portland, OR 97207-8989 | OR | 1990-04 | $1,915,466 |
17 | James Weir Memorial Fund Bigelow | 70544 Mckinney Rd, Wasco, OR 97065-3053 | OR | 1976-02 | $181,923 |
18 | Jamii Moja | 10110 Nw Ash St, Portland, OR 97229-6264 | OR | 2009-07 | $81,511 |
19 | Jane A Theater Company | 1385 Sw Dellwood Ave, Portland, OR 97225-4801 | OR | 2009-07 | $14,215 |
20 | Jane Buttrey Memorial Trust | PO BOX 3168, Portland, OR 97208-3168 | OR | 1965-09 | $302,792 |
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