James And Virginia Kallins Foundation
- Assets
- $4.7m
- Revenue
- $468.0k
- Investments
- $4.4m
- Employees
- 0
- Location
- Santa Ana, CA
- Founding
- 07/2001
- Data as of
- 12/2023
- EIN
- 33-0850189
Organization Overview
James And Virginia Kallins Foundation is located in Santa Ana, CA. The organization was established in 2001. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James And Virginia Kallins Foundation 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 12/2023, James And Virginia Kallins Foundation generated $468.0k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $303.8k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (11.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, James And Virginia Kallins Foundation has awarded 63 individual grants totaling $1,947,707. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NO DIRECT CHARITABLE ACTIVITIES OTHER THAN CONTRIBUTIONS PAID TO CHARITABLE ORGANIZATIONS. SEE ATTACHED LISTING OF DONEES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James G Kallins President | 2 | $0 | |
George J Kallins MD Vice President | 1 | $0 | |
Barbara Matty Secretary/treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $209,415 |
| Interest on Savings | $49,918 |
| Dividends & Interest | $203,307 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $5,341 |
| Capital Gain Net Income | $5,341 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $467,981 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,100 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $18,554 |
| Contributions, gifts, grants paid | $285,235 |
| Total expenses and disbursements | $303,789 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $289,601 |
| 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 | $302,965 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,736,181 |
| 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 |
Grants Awarded
Over the last fiscal year, James And Virginia Kallins Foundation has awarded $285,235 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN HELLENIC EDUCATIONAL PROGRESSIVE ASSOCIATION PURPOSE: GENERAL SUPPORT | $250 |
ASSUMPTION OF THE BLESSED VIRGIN MARY GREEK ORTHODOX CHRUCH PURPOSE: GENERAL SUPPORT | $5,250 |
DAUGHTERS OF PENELOPE PURPOSE: GENERAL SUPPORT | $210 |
GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY PURPOSE: GENERAL SUPPORT | $250 |
GREEK ORTHODOX METROPOLIS OF SAN FRANCISCO PURPOSE: GENERAL SUPPORT | $7,000 |
HELLENIC AMERICAN MEDICAL AND DENTAL SOCIETY OF SOUTHERN CALIFORNIA PURPOSE: GENERAL SUPPORT | $5,000 |