2024-04-25T21:01:14-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 386372488 KALAMAZOO COMMUNITY FOUNDATION ELIZABETH TODD KALC 4127686324 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4127686324 2024-04-17 true true JASON BELOT P00183464 3302555814 2024-04-17 2023 2023-04-26 12:10:37Z PNC BANK NA 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 1832794 false X N/A X 1977 MI SUPPORTING ORGANIZATION TO THE KALAMAZOO COMMUNITY FOUNDATION 2 1 0 1 0 0 0 0 285967 109780 0 285967 109780 182052 189297 0 28046 27226 0 0 1892 1296 211990 217819 73977 -108039 4357631 4249599 0 0 4357631 4249599 SUPPORTING ORGANIZATION TO THE KALAMAZOO COMMUNITY FOUNDATION false false 194743 189297 SUPPORTING ORGANIZATION TO THE KALAMAZOO COMMUNITY FOUNDATION 194743 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 2 1 false false false false false false false true true false false true true true false true true false false false MI X PNC BANK NA 4127686324 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 KAYLA CONRAD CO-TRUSTEE 2.0 X 0 0 0 PNC BANK NA CO-TRUSTEE 6.0 X 27226 0 0 27226 0 0 false false false 106825 106825 1725969 1723014 2955 2955 2955 MISC REFUND 900099 109780 109780 189297 189297 27226 5445 21781 Foreign Taxes on Qualified Dividend 1205 1205 Foreign Taxes on Non Qualified Divi 91 91 217819 194742 23077 0 169315 254397 4188316 3995202 4357631 4249599 0 0 X 4357631 4249599 4357631 4249599 4357631 4249599 X -108039 7 X false false false X X 1 KALAMAZOO COMMUNITY FD 383333202 7 true 189297 0 1 189297 0 true false false false false false false false false false false false false false false true false true X true true 0 0 0 0 0 0 Sch A, Part IV, Section D, Line 2 The 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. Sch. A, Part IV, Section E, Line 2A & 2B This 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 donor's intention that this trust is to qualify as a supporting organization Sch. A, Part IV, Section E, Line 2A & 2B (Continued) managed 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 Sch. A, Part IV, Section E, Line 2A & 2B (Continued) known 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. Sch. A, Part IV, Section E, Line 2A & 2B (Continued) In 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. Sch. A, Part IV, Section E, Line 2A & 2B (Continued) 3) 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 Part IV, Sec D, Line 3 WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS. true KALAMAZOO COMMUNITY FOUNDAITON 151 SOUTH ROSE STREET KALAMAZOO MI 49007 383333202 501C3 189297 FMV SUPPORTING CHARITABLE ORGANIZATIONS IN THE KALAMAZOO MI AREA EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The 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. 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. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 Transaction Posted in 2023 $4,707.88; 2023 Transaction Posted in 2024 $(4,697.85); Adjustment to Income $(3.73); Rounding $.70 KALAMAZOO COMMUNITY FOUNDATION 402 E MICHIGAN AVE KALAMAZOO MI 49007 383333202 SUPPORTING ORGANIZATIONS IN THE KALAMAZOO MI MI 501 C 3 7 N/A false false true false false false false false false false false false false false false false false false false false KALAMAZOO COMMUNITY FOUNDATION b 189297 FMV