Franz & Helly Kallmann Fd Trust
- Assets
- $132.9k
- Revenue
- $8.2k
- Investments
- $132.0k
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/2008
- Data as of
- 06/2022
- EIN
- 13-6200341
Organization Overview
Franz & Helly Kallmann Fd Trust is located in Chicago, IL. The organization was established in 2008. According to its NTEE Classification (W22) the organization is classified as: Public Finance, Taxation & Monetary Policy, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Franz & Helly Kallmann Fd Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Franz & Helly Kallmann Fd Trust generated $8.2k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $4.8k during the year ending 06/2022. While expenses have increased by 1.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,656 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,567 |
| Capital Gain Net Income | $2,567 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $8,223 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,367 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $154 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $50 |
| Total operating and administrative expenses | $2,571 |
| Contributions, gifts, grants paid | $2,273 |
| Total expenses and disbursements | $4,844 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $261 |
| Savings and temporary cash investments | $643 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $9,556 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $132,892 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wisconsin Policy Forum Inc Milwaukee, WI | $8,085,862 | $1,834,304 |
Truth In Accounting Glencoe, IL | $201,511 | $951,588 |
Wirepoints Corp Wilmette, IL | $737,878 | $709,315 |
Gfoa Endowment Corporation Chicago, IL | $33,873,362 | $530,527 |
John K Maciver Institute For Public Policy Inc Madison, WI | $395,001 | $497,700 |
Iowa Taxpayers Association Des Moines, IA | $404,736 | $328,664 |
Pharmacy Agent Corporation Jefferson City, MO | $27,152,130 | $686,100 |
United For Missouris Future Jefferson City, MO | $24,232 | $0 |
Indiana Fiscal Policy Institute Inc Indianapolis, IN | $73,364 | $42,146 |
National Taxpayers United Of Illinois Chicago, IL | $8,908 | $0 |
Taxpayers Association Of Central Iowa Des Moines, IA | $101,183 | $0 |
Munibuy Te Robbins Corp Chicago, IL | $1,401,106 | $60,341 |