Franz & Helly Kallmann Fd Trust
- Assets
- $129.3k
- Revenue
- $4.3k
- Investments
- $126.3k
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/2008
- Data as of
- 06/2024
- 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 06/2024, Franz & Helly Kallmann Fd Trust generated $4.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (8.5%) each year. All expenses for the organization totaled $8.4k during the year ending 06/2024. As we would expect to see with falling revenues, expenses have declined by (4.1%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $4,723 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$419 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $4,304 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,125 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $225 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $50 |
| Total operating and administrative expenses | $2,400 |
| Contributions, gifts, grants paid | $5,968 |
| Total expenses and disbursements | $8,368 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,280 |
| Savings and temporary cash investments | $1,739 |
| 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 | $9,148 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $129,343 |
| 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 |
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