JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-13
- IRS object ID
- 202430739349100523
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-13T13:04:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276368194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL AND JUDY CERWICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 9136486440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL A CERWICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9136486440 | PhoneNum |
| Signature | 2024-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | CERWICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN S MORGAN | PreparerPersonNm |
| PTIN | P00710515 | PTIN |
| Phone | 8164721122 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,432,773 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,978 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,160 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,312 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $515 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,575 | CashBOYAmt |
| Cash EOY | $9,668 | CashEOYAmt |
| Cash EOYFMV | $9,668 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,183,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,411,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,411,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,635 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,181 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,181 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,207,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,432,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,432,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,207,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,432,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,207,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,432,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,207,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,432,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,207,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $245,896 | OtherIncreasesAmt |
| Subtotal | $1,432,773 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,432,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM COVERED | 2023-12-31 | $1,075 | $238 | $837 | $837 |
| LONG TERM COVERED | 2023-12-31 | $16,437 | $22,332 | -$5,895 | -$5,895 |
| LONG TERM NON-COVERED | 2023-12-31 | $27,646 | $2,610 | $25,036 | $25,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,978 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $837 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,542 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,542 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $982 | OverpaymentAmt |
| Applied To ES Tax | $982 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOEL A CERWICK | IndividualWithBooksNm |
| Phone | 9136486440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH L CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOEL A CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW H POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANTHONY J POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,295,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,295,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,295,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,276,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $560 | TotalTaxAmt |
| Distributable Before Adj | $63,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,829 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,829 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $62,076 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH L CERWICK | ContributingManagerNm |
| Contributing Manager | JOEL A CERWICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARTIN LUTHER ACADEMY | |||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $30,000 |
| BETHANY LUTHERAN CHURCH SCHOOL | |||||||
| 9101 LAMAR | OVERLAND PARK | KS | 66207 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $2,000 |
| NELSON ART MUSEUM | |||||||
| DEVELOPMENT DIRECTOR 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $2,000 |
| TRINITY LUTHERAN CHURCH | |||||||
| 5601 W 62ND STREET | MISSION | KS | 66202 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $2,000 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $2,000 |
| LUTHERAN HIGH SCHOOL | |||||||
| 12411 WORNALL ROAD | KANSAS CITY | MO | 64145 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $2,000 |
| WWI MUSEUM FOUNDATION | |||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $5,000 |
| PARKINSON FOUNDATION | |||||||
| 13451 BRIAR ST | LEAWOOD | KS | 66209 | NONE | PC | GENERAL OPERATING FUND - CIVIC | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,160 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS EXEMPT FROM FILING UNDER KANSAS REGULATIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERADA HESS CORP | $5,789 | $5,789 |
| APACHE FINANCE CDA CORP | $5,392 | $5,392 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $22,014 | $22,014 |
| ADR BP PLC | $10,620 | $10,620 |
| ADR GSK PLC | $8,894 | $8,894 |
| ADR RIO TINTO PLC | $5,585 | $5,585 |
| ADR SHELL PLC | $13,160 | $13,160 |
| ALLSTATE CORP | $27,996 | $27,996 |
| APA CORP | $14,352 | $14,352 |
| AT&T INC | $5,034 | $5,034 |
| BAXTER INTL INC | $7,732 | $7,732 |
| CHEVRON CORP | $29,832 | $29,832 |
| CINCINNATI FINANCIAL CORP | $20,692 | $20,692 |
| CLOROX CO | $28,518 | $28,518 |
| COLGATE-PALMOLIVE CO | $31,884 | $31,884 |
| CONOCOPHILLIPS | $23,214 | $23,214 |
| COSTCO WHSL CORP | $132,016 | $132,016 |
| ELI LILLY & CO | $326,435 | $326,435 |
| EXXON-MOBIL CORP | $19,996 | $19,996 |
| GENERAL DYNAMICS CORP | $51,934 | $51,934 |
| HELMERICH & PAYNE INC | $18,110 | $18,110 |
| HESS CORP | $43,248 | $43,248 |
| HF SINCLAIR CORP | $22,228 | $22,228 |
| INTEL CORP | $25,125 | $25,125 |
| JOHNSON & JOHNSON | $15,674 | $15,674 |
| KINDER MORGAN INC DEL | $17,640 | $17,640 |
| LIONS GATE ENTERTAINMENT CL A VOTING | $2,180 | $2,180 |
| LIONS GATE ENTERTAINMENT CL B NON-VOTING | $2,038 | $2,038 |
| MERCK & CO INC NEW | $32,706 | $32,706 |
| MICROSOFT CORP | $263,228 | $263,228 |
| PEPSICO INC | $33,968 | $33,968 |
| PHILLIPS 66 | $13,314 | $13,314 |
| PROCTER & GAMBLE CO. | $29,308 | $29,308 |
| SCHLUMBERGER LTD | $15,612 | $15,612 |
| SUNCOR ENERGY INC | $6,408 | $6,408 |
| VERIZON COMMUNICATIONS | $15,080 | $15,080 |
| WASTE MGMT INC. | $53,730 | $53,730 |
| KELLANOVA | $5,591 | $5,591 |
| RTX CORPORATION | $16,828 | $16,828 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,030 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $515 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $515 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO FMV ADJUSTMENT | Desc |
| Amt | $245,896 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $6,312 | Amt |
| Net Investment Income | $6,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $78 | $78 | $0 | $0 |
| FEDERAL TAXES | $2,000 | $0 | $0 | $0 |
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