Civic Intelligence

Kalamazoo Community Foundation Charitable Trust

EIN 38-6372488 • 501(c)3 • Pittsburgh, PA

Profile

Supporting organization to the kalamazoo community foundation

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$29,719

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$4,249,599

Down $108,032 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$4,249,599

Down $108,032 (-2.5%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Down

$109,780

Down $176,187 (-62%) from 2022

Expenses

Up

$217,819

Up $5,829 (+2.7%) from 2022

Net Income

Down

-$108,039

Down $182,016 (-246%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,410,516Liabilities 2010: $0Net Assets 2010: $3,410,5162010Assets 2011: $3,257,805Liabilities 2011: $0Net Assets 2011: $3,257,8052011Assets 2012: $2,631,361Liabilities 2012: $0Net Assets 2012: $2,631,3612012Assets 2013: $2,607,211Liabilities 2013: $0Net Assets 2013: $2,607,2112013Assets 2015: $4,005,104Liabilities 2015: $0Net Assets 2015: $4,005,1042015Assets 2016: $3,905,738Liabilities 2016: $0Net Assets 2016: $3,905,7382016Assets 2017: $3,937,000Liabilities 2017: $0Net Assets 2017: $3,937,0002017Assets 2018: $4,095,724Liabilities 2018: $0Net Assets 2018: $4,095,7242018Assets 2019: $3,996,639Liabilities 2019: $0Net Assets 2019: $3,996,6392019Assets 2020: $3,980,392Liabilities 2020: $0Net Assets 2020: $3,980,3922020Assets 2021: $4,280,941Liabilities 2021: $0Net Assets 2021: $4,280,9412021Assets 2022: $4,357,631Liabilities 2022: $0Net Assets 2022: $4,357,6312022Assets 2023: $4,249,599Liabilities 2023: $0Net Assets 2023: $4,249,5992023

Latest loaded filing

2023

Assets$4,249,599
Liabilities$0
Net Assets$4,249,599
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $221,266Expenses 2010: $200,524Net Income 2010: $20,7422010Expenses 2011: $196,8462011Revenue 2012: $134,876Expenses 2012: $192,231Net Income 2012: -$57,3552012Revenue 2013: $167,556Expenses 2013: $191,706Net Income 2013: -$24,1502013Revenue 2015: $104,348Expenses 2015: $213,235Net Income 2015: -$108,8872015Revenue 2016: $105,068Expenses 2016: $204,436Net Income 2016: -$99,3682016Revenue 2017: $241,173Expenses 2017: $209,869Net Income 2017: $31,3042017Revenue 2018: $377,101Expenses 2018: $218,431Net Income 2018: $158,6702018Revenue 2019: $126,924Expenses 2019: $225,985Net Income 2019: -$99,0612019Revenue 2020: $177,396Expenses 2020: $191,020Net Income 2020: -$13,6242020Revenue 2021: $500,010Expenses 2021: $195,917Net Income 2021: $304,0932021Revenue 2022: $285,967Expenses 2022: $211,990Net Income 2022: $73,9772022Revenue 2023: $109,780Expenses 2023: $217,819Net Income 2023: -$108,0392023

Latest loaded filing

2023

Revenue$109,780
Expenses$217,819
Net Income-$108,039
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.11$0.22$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.29$0.21$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.00$4.28$0.50$0.20$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.18$0.19$0.01
2019Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$0.13$0.23$0.10
2018Summary only. Only limited summary data is available for this year.$4.10$0.00$4.10$0.38$0.22$0.16
2017Summary only. Only limited summary data is available for this year.$3.94$0.00$3.94$0.24$0.21$0.03
2016Summary only. Only limited summary data is available for this year.$3.91$0.00$3.91$0.11$0.20$0.10
2015Summary only. Only limited summary data is available for this year.$4.01$0.00$4.01$0.10$0.21$0.11
2013Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.17$0.19$0.02
2012Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.13$0.19$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$0.20
2010Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.22$0.20$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 12, 2022
Return Version
2021v4.1
Gross Receipts
$1,224,672
Mission and Program Overview

Mission

Supporting organization to the kalamazoo community foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$3,988,333-
Investments Other Securities$3,816,271--
Savings and Temporary Cash Investments$164,121$292,608▲ $128,487
Total Assets$3,980,392$4,280,941▲ $300,549
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,980,392$4,280,941▲ $300,549
Total Net Assets Fund Balance$3,980,392$4,280,941▲ $300,549
Total Liabilities and Net Assets / Fund Balance$3,980,392$4,280,941▲ $300,549
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Co-trusteePT$30,743$30,743

Board Members and Trustees

NameTitle
Kayla ConradCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$500,010
Other Revenue
$0
Change in Net Assets
$304,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$163,389
Salaries, Compensation, and Employee Benefits$30,744
Other Expenses$1,784
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$163,389--$163,389
Current Officers, Directors, Trustees, and Key Employees$6,149$24,595-$30,744
All Other Expenses-$1,784-$1,784
Total Functional Expenses$169,538$26,379$0$195,917
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kalamazoo Community FoundaitonKalamazoo, MI501c3Supporting Charitable Organizations in the Kalamazoo Mi Area$163,389
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as co-trustee of the kalamazoo community foundation charitable trust arranges for the preparation of form 990. Returns are submitted to the trustee for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Pnc bank na, trustee makes copies available upon request.”

Filing and Contact Details

Filer

Filer Name
Kalamazoo Community Foundation Elizabeth Todd
EIN
38-6372488
Phone
4128073479
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Vice President
Phone
4128073479
Signed
2022-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pnc Bank Na
Formed
1977
Legal Domicile
Mi
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Part IX, Pg. 10, Line 24E

“Foreign Taxes on Qualified Dividends (1,667.37); Foreign Taxes on Non Qualified Dividends (117.10)”

Explanation for Form 990, Part XI, Line 9

“Prior Year ROC Adjustment (1,170.45); 2020 Transaction Posted in 2021 2,625.28; 2021 Transaction Posted in 2022 (5,001.86); Rounding Adjustment 3.00”

Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORTING ORGANIZATION TO THE KALAMAZOO COMMUNITY FOUNDATION
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01784
IRS990/AllOtherExpensesGrp/TotalAmt01784
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/BooksInCareOfDetail/PhoneNum04128073479
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015212
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt024595
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06149
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt030744
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0163389
IRS990/CYInvestmentIncomeAmt0500010
IRS990/CYOtherExpensesAmt01784
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0304093
IRS990/CYSalariesCompEmpBnftPaidAmt030744
IRS990/CYTotalExpensesAmt0195917
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0500010
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORTING ORGANIZATION TO THE KALAMAZOO COMMUNITY FOUNDATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0169538
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0KAYLA CONRAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0397900
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0163389
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0163389
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0163389
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01122562
IRS990/GrossReceiptsAmt01224672
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0102110
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102110
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03816271
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03988333
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0724662
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTING ORGANIZATION TO THE KALAMAZOO COMMUNITY FOUNDATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03980392
IRS990/NetAssetsOrFundBalancesEOYAmt04280941
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0397900
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0397900
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03980392
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04280941
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3544
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC REFUND
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PNC BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0162373
IRS990/PYInvestmentIncomeAmt0177396
IRS990/PYOtherExpensesAmt02107
IRS990/PYRevenuesLessExpensesAmt0-13624
IRS990/PYSalariesCompEmpBnftPaidAmt026540
IRS990/PYTotalExpensesAmt0191020
IRS990/PYTotalRevenueAmt0177396
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0304093
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0164121
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0292608
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization maintains a close and continuous working relationship with the supported organization by having meetings about investments and general operations of the trust, disbursing funds as directed by the supported organization, and providing statements of trust activities.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1This was a trust created under Revocable trust agreement of Elizabeth Todd. Upon her death a charitable trust was created for the benefit of Kalamazoo Community Foundation for the purposes funding of Geriatric Programs for the Aged and programs related to the problems of the young. Under the governing documents it was the donors intention that this trust is to qualify as a supporting organization
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2managed accordingly to qualify it as such. In 2013/2014 discussions between PNC as Trustee, the Co-trustee at the time, and Kalamazoo Community Foundation were had to ensure this trust continued to qualify as a supporting organization. To that end and amendment to the original trust agreement was created and approved by the courts whereas a fund would be created within the Kalamazoo Community
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3known as the Elizabeth D. Todd Senior and Youth Quality of Life Program. This fund is to support programs or activities which will improve the qualify of life for vulnerable seniors or youth for the purposes of increasing access to quality-of-life enhancements. By doing this the supported organization is earmarking the funds for a particular program or activity which this trust is fully funding.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4In addition to the above, 1) each year the trust receives distributions request from the supported organization and the trust will send a letter indicating/inquiring how last years funds were used and how the program is running. 2) Once or twice a year the ITO meets with them or holds a conference call to discuss the trust, its investments, and the timing of grants and other concerns.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt53) The officers and directors of the supporting organization decide on the method and timing of the grants, complete the annual distribution calculation under the states total return/equitable adjustment provisions, work with the trustees investment personnel on the investment strategy to be undertaken, and the basically run the earmarked Elizabeth D. Todd Senior and Your Quality-of-Life
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Sch A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Sch. A, Part IV, Section E, Line 2A & 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Sch. A, Part IV, Section E, Line 2A & 2B (Continued)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Sch. A, Part IV, Section E, Line 2A & 2B (Continued)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Sch. A, Part IV, Section E, Line 2A & 2B (Continued)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Sch. A, Part IV, Section E, Line 2A & 2B (Continued)
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0383333202
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0163389
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KALAMAZOO COMMUNITY FD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0163389
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0163389
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTING CHARITABLE ORGANIZATIONS IN THE KALAMAZOO MI AREA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KALAMAZOO COMMUNITY FOUNDAITON
IRS990ScheduleI/RecipientTable/RecipientEIN0383333202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0151 SOUTH ROSE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KALAMAZOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049007
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trusts governing instrument to be used only in accordance with the governing instrument.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Foreign Taxes on Qualified Dividends (1,667.37); Foreign Taxes on Non Qualified Dividends (117.10)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC BANK AS CO-TRUSTEE OF THE KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK NA, TRUSTEE MAKES COPIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prior Year ROC Adjustment (1,170.45); 2020 Transaction Posted in 2021 2,625.28; 2021 Transaction Posted in 2022 (5,001.86); Rounding Adjustment 3.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IX, Pg. 10, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KALAMAZOO COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0383333202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTING ORGANIZATIONS IN THE KALAMAZOO MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0402 E MICHIGAN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KALAMAZOO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd049007
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0163389
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KALAMAZOO COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03980392
IRS990/TotalAssetsEOYAmt04280941
IRS990/TotalAssetsGrp/BOYAmt03980392
IRS990/TotalAssetsGrp/EOYAmt04280941
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026379
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169538
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03980392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04280941
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0169538
IRS990/TotalReportableCompFromOrgAmt030743
IRS990/TotalRevenueGrp/ExclusionAmt0500010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0500010
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03980392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04280941
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015212
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128073479
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KALAMAZOO COMMUNITY FOUNDATION ELIZABETH TODD
ReturnHeader/Filer/BusinessNameControlTxt0KALC
ReturnHeader/Filer/EIN0386372488
ReturnHeader/Filer/PhoneNum04128073479
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02022-10-17T15:00:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIVINE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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