C & W Lee 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
| C & W Lee Foundation | |
| Employer Identification Number (EIN) | 383352719 |
| Name of Organization | C & W Lee Foundation |
| In Care of Name | Carl E Lee |
| Address | 1902 Chevy Chase Blvd, Kalamazoo, MI 49008-2255 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2011 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $293,278 |
| Amount of Income | $15,006 |
| Form 990 Revenue Amount | $9,888 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
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 | $9,888 | $10,812 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $10,811 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,017 | $0 | $0 | $12,945 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,342 | $0 | $1,270 | |
| Contributions, gifts, grants paid | $11,675 | |||
| Excess of revenue over expenses and disbursements | $-3,129 | |||
| Net investment income | $10,812 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $294,638 | $404,235 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $285,067 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $9,571 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $294,638 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-924 |
| 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 | $216 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $216 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | 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 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 | $381,058 |
| Net value of noncharitable-use assets | $375,340 |
| Minimum investment return | $18,767 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,551 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,551 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,351 |
| 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 Michigan | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | By Special Invitation Ministries | Po Box 793, Fowlerville, MI 48836 | MI | 1996-03 | $38,807 |
| 2 | Byrne Family Foundation | PO BOX 200, Rockford, MI 49341-0200 | MI | 2002-02 | $107,859 |
| 3 | Byron Area Ambulance Service Inc | PO BOX 535, Oxford, MI 48371-0535 | MI | 1976-09 | $4,922 |
| 4 | Byron Area Athletic Association | PO BOX 333, Byron, MI 48418 | MI | 2001-11 | $49,215 |
| 5 | Byron Center Chamber Of Commerce | PO BOX 124, Byron Center, MI 49315-0124 | MI | 2004-09 | $53,896 |
| 6 | Byron Center Fine Arts Foundation | PO BOX 185, Byron Center, MI 49315 | MI | 2000-03 | $0 |
| 7 | Byron Center Historical Society | PO BOX 20, Byron Center, MI 49315-0020 | MI | 1987-06 | $13,928 |
| 8 | Byron Community Ministries Inc | PO BOX 101, Byron Center, MI 49315-0101 | MI | 1997-04 | $168,388 |
| 9 | Byron Community Wellness Foundation | Po Box 384, Byron Center, MI 49315 | MI | 1997-04 | $0 |
| 10 | C & A Tool Engineerine Inc Employees Group Plan 501 C 9 Trust | PO BOX 3636, Grand Rapids, MI 49501-3636 | MI | 1988-08 | $4,500,199 |
| 11 | C & W Lee Foundation | 1902 Chevy Chase Blvd, Kalamazoo, MI 49008-2255 | MI | 1997-07 | $15,006 |
| 12 | C A L C Inc | 19300 Greenfield Rd, Detroit, MI 48235-2003 | MI | 1994-10 | $99,038 |
| 13 | C A R E Chaldean Americans Reaching & Encouraging | 30201 Orchard Lake Rd Ste 220, Farmingtn Hls, MI 48334-2285 | MI | 2002-02 | $42,782 |
| 14 | C B Swim Club Inc | 14650 Taylor Blvd, Livonia, MI 48154 | MI | 1961-01 | $0 |
| 15 | C E Miller Family Foundation | PO BOX 348, Traverse City, MI 49685-0348 | MI | 1986-01 | $105,743 |
| 16 | C F Moore Foundation | 633 E Meldrum Cir, St Clair, MI 48079-4247 | MI | 1957-03 | $139,985 |
| 17 | C Glen And Barbara A Catt Foundation | PO BOX 304, Petosky, MI 49770-0304 | MI | 1995-10 | $145,303 |
| 18 | C H U M Therapeutic Riding Inc | PO BOX 14, Mason, MI 48854-0014 | MI | 2005-05 | $117,688 |
| 19 | C I N D E R Fund | 19954 Woodside St, Harper Woods, MI 48225-2265 | MI | 2005-07 | $307 |
| 20 | C I R Inc, Community Inclusive Recreation | 331 Jackson St W, Battle Creek, MI 49037-2306 | MI | 1995-01 | $1,673,585 |
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