William S Kallaos Family Foundation in Chesterfield, Missouri (MO)

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William S Kallaos Family Foundation
Employer Identification Number (EIN)431902767
Name of OrganizationWilliam S Kallaos Family Foundation
In Care of NameWilliam S Kallaos
Address14794 Brook Hill Dr, Chesterfield, MO 63017-7930
SubsectionCharitable Organization
Ruling Date11/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,173,345
Amount of Income$303,276
Form 990 Revenue Amount$57,879
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations


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Amount of income in 2012: $303,276 (it was $157,688 in 2011)
This organization: 

 $303,276
Other organizations performing similar types of work: 

 $100,425

Assets in 2012: $1,173,345 (it was $1,183,857 in 2011)
This organization: 

 $1,173,345
Other organizations performing similar types of work: 

 $315,010

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$57,879$57,879$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$55,720
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$2,159
Total expenses and disbursements$74,521$17,839$0$56,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$18,521$17,839$0
Contributions, gifts, grants paid$56,000
Excess of revenue over expenses and disbursements$-16,642
Net investment income$40,040
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,183,857$1,245,703
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,137,925
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$45,932
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,183,857
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$2,159
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$801
Total credits and payments$0
Any penalty for underpayment of estimated tax$16
Tax due$817
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$1,322,272
Net value of noncharitable-use assets$1,302,440
Minimum investment return$65,122
Distributable Amount (for 2011)
Distributable amount$64,321
Undistributed Income (for 2011)
Distributable amount for 2011$64,321
Undistributed income for 2011. This amount must be distributed in 2012$63,733
Private Operating Foundations (for 2011)
2011201020092008Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Mary R Saner Charitable Trust4330 Olive St, Saint Louis, MO 63108-2622MO2008-06$3,811,554
2Express Scripts FoundationOne Express Way Hq2e04, Saint Louis, MO 63121MO2003-07$12,432,494
3Apex Oil Company Charitable Foundation8235 Forsyth Blvd Ste 400, Clayton, MO 63105-1621MO2003-01$7,364,339
4Jim Casey Youth Opportunities Initiative Inc222 S Central Ave Ste 305, Saint Louis, MO 63105-3509MO2001-08$5,541,480
5Arch Coal FoundationOne Cityplace Dr, Saint Louis, MO 63141-7014MO2006-05$1,722,681
6Mccullough Family Foundation210 W Santa Fe Trl, Kansas City, MO 64145-1025MO2001-08$1,588,347
7Mfa Incorporated Charitable Foundation201 Ray Young Dr, Columbia, MO 65201-3568MO2006-03$1,403,316
8Stifel Foundation Inc501 N Broadway, St Louis, MO 63102MO2010-02$1,069,178
9The@charlie And Mary Beth Oreilly Family Foundation1898 Monet Rd, Nixa, MO 65714-7327MO2001-04$941,259
10St Marys Medical Center Foundation1000 Carondelet Dr, Kansas City, MO 64114-4673MO2001-04$542,811
11Vernon F Thompson And Mae E Thompson Charitable Foundation6138 Simpson Ave, Saint Louis, MO 63139-2821MO2000-11$513,334
12Sigma-Aldrich Foundation3050 Spruce St, Saint Louis, MO 63103-2530MO2004-12$428,455
13C P And Dorthea Hutchinson Foundation IncPO BOX 620, Chillicothe, MO 64601-0620MO2004-11$399,935
14Lorence I Millstead Irrevocable Charitable TrustPO BOX 11356, Clayton, MO 63105-0156MO2001-01$395,051
15Robert And Edith Young Family Foundation3300 Ne Ralph Powell Rd, Lees Summit, MO 64064-2368MO2001-10$326,721
16William S Kallaos Family Foundation14794 Brook Hill Dr, Chesterfield, MO 63017-7930MO2000-11$303,276
17Centene Foundation For Quality Health Care7700 Forsyth, St Louis, MO 63105-1807MO2004-11$225,000
18Alex And Alice Aboussie Charitable Foundation6227 Loughborough Ave, Saint Louis, MO 63109-3630MO2002-09$159,821
19The@donald E Thompson Family Charitable Foundation, Thompson David W TteePO BOX G, Troy, MO 63379-0167MO1999-04$77,104
20The Second Chance Burn Foundation12006 Foursome Pl, Saint Louis, MO 63128-1548MO2001-01$57,403
21Shamberg Johnson & Bergman Fndtn Tr2600 Grand Ave Ave Ste 550, Kansas City, MO 64108-4627MO2000-07$50,000
22Sandberg Phoenix & Von Gontard Charitable Foundation Inc600 Washington Ave 15th Fl, Saint Louis, MO 63101-1311MO2006-07$28,775
23Growing Family Foundation Inc3613 Mueller Rd, Saint Charles, MO 63301-8003MO2000-03$20,743
24William And Nancy Swartz Foundation723 W 131st Ter, Kansas City, MO 64145-1582MO2002-06$8,417
25Do Well Foundation211 N Broadway Ste 3600, Saint Louis, MO 63102-2769MO2001-01$6,151
26Community Partnership At Benton Homebuilders1000 Executive Parkway Dr Ste 105, St Louis, MO 63141-6369MO2002-02$5,129
27Hoeft Charitable Foundation271 Bluff Ln, Augusta, MO 63332-1741MO1999-02$3,653
28Flamm Foundation3633 Tenbrook Rd, Arnold, MO 63010-3182MO1999-08$2,947
29Dorlyn Charitable FoundatonPO BOX 264, Webb City, MO 64870-0264MO2003-01$1
30Hagan Community Foundation, Dan Hagan TteePO BOX 1225, Columbia, MO 65205MO2010-02$0
Number of organizations performing similar types of work
Alaska6
Alabama22
Arkansas14
Arizona38
California300
Colorado60
Connecticut56
District of Columbia23
Delaware37
Florida188
Georgia83
Hawaii12
Iowa24
Idaho14
Illinois141
Indiana53
Kansas20
Kentucky22
Louisiana21
Massachusetts109
Maryland59
Maine6
Michigan76
Minnesota57
Missouri36
Mississippi10
Montana12
North Carolina64
North Dakota3
Nebraska21
New Hampshire10
New Jersey134
New Mexico13
Nevada22
New York349
Ohio90
Oklahoma30
Oregon40
Pennsylvania120
Rhode Island20
South Carolina20
South Dakota5
Tennessee30
Texas180
Utah29
Virginia60
Vermont7
Washington64
Wisconsin51
West Virginia2
Wyoming9
International5
Total2,877

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