2023-11-09T12:24:18-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2022-01-01 383245468 KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC KALA 2693814416 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 KAREN YOUNG DIRECTOR OF FINANCE AND INVESTMENT 2693814416 2023-11-07 1 KAREN YOUNG 999009999 1 AMANDA M COON P01754645 2695674500 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN YOUNG 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 278309 0 X NOT APPLICABLE X 1995 MI SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION 2 2 0 0 0 0 40000 40000 210000 210000 40507 28309 0 0 290507 278309 0 0 0 0 0 0 0 0 0 291476 426964 291476 426964 -969 -148655 6437987 4970851 27762 9281 6410225 4961570 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION 0 0 396943 0 210000 KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS, INC. LEASES OFFICE SPACE TO KALAMAZOO COMMUNITY FOUNDATION, A RELATED ORGANIZATION. 0 0 0 ACCEPTING, HOLDING AND SELLING OF REAL ESTATE. NO ACTIVITY IN 2022, BUT STILL EXISTS. 0 0 0 EXPENSES RELATED TO HOLDING REAL ESTATE CURRENTLY BEING USED BY AND MANAGED BY THE TILLERS, (A 501(C)(3) ORGANIZATION), SUPPORTED BY THE KALAMAZOO COMMUNITY FOUNDATION. 396943 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X KAREN YOUNG 2693814416 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 CAROLYN PICKETT-ERWAY CEO/PRESIDENT - PART YEAR 1.00 45.00 X X 0 162796 6600 VON WASHINGTON DIRECTOR 0.10 3.00 X 0 0 0 JORGE GONZALEZ DIRECTOR 0.10 0.00 X 0 0 0 0 162796 6600 0 0 1 0 0 40000 40000 AFFILIATED RENTAL INCO 532000 210000 210000 210000 28309 28309 278309 210000 0 28309 5000 5000 23504 23504 132868 132868 100 100 101074 101074 22926 22926 REPAIRS & MAINTENANCE 122300 122300 PROPERTY TAXES 17775 17775 MISCELLANEOUS 1417 1417 426964 396943 30021 0 1817865 582219 8218 8228 979156 872437 14853 16146 3238372 895167 2444279 2343205 1173616 1148616 6437987 4970851 10262 9281 17500 0 27762 9281 X 6410225 4961570 6410225 4961570 6437987 4970851 X -148655 -1300000 X X 0 1 X 1 0 X X 1 KALAMAZOO COMMUNITY FOUNDATION 383333202 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154900 154900 3083472 895167 2188305 2343205 INVESTMENT IN ARCH DEVELOPMENT FUND, LP 992222 F INVESTMENT IN APJOHN VENTURE FUND, LP 156394 F 1148616 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE IRC. KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE SAME PROVISIONS. THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES ARE RECOGNIZED. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 CAROLYN PICKETT-ERWAY CEO/PRESIDENT - PART YEAR 0 162796 0 0 0 0 0 5791 0 809 0 169396 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/CHAIR, CAROLYN PICKETT-ERWAY, IS COMPENSATED BY A RELATED PARTY WHO USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE TO DETERMINE HER COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE KALAMAZOO COMMUNITY FOUNDATION IS THE SOLE SHAREHOLDER OF KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS, INC. FORM 990, PART VI, SECTION A, LINE 7A THE KALAMAZOO COMMUNITY FOUNDATION APPOINTS THE BOARD OF KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS, INC. FORM 990, PART VI, SECTION B, LINE 11B THE SECRETARY/TREASURER AND THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BOARD, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS AND STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THOSE INDIVIDUALS WITH OVERSIGHT FOR COMPETITIVE GRANTS UPDATE THE QUESTIONNAIRE QUARTERLY. A CONFLICT OF INTEREST WITH RESPECT TO A POTENTIAL TRANSACTION IS REQUIRED TO BE DISCLOSED AND THE CONFLICTED BOARD MEMBER, COMMITTEE VOLUNTEER OR STAFF PERSON IS EXCLUDED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RETURN OF CAPITAL CONTRIBUTION -1,300,000. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386372488 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 383333202 PUBLIC CHARITY MI 501(C)(3) LINE 7 N/A 0 RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386739983 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041534 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 MILLIE K UPJOHN & MARY S KIRBY MEMORIAL TRUST PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386065409 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041533 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041661 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386449256 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12C, III-FI KALAMAZOO COMMUNITY FOUNDATION 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0