LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY FOUNDATION (EIN 47-2409015)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-07-19
- IRS object ID
- 202432019349100503
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-19T09:06:55-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480894999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGLER & GAEDDERT CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 S MAIN ST | AddressLine1Txt |
| City | OTTAWA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660672330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472409015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 9132592110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST OPTION BANK 702 BAPTISTE DR | AddressLine1Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST OPTION BANK TRUST DEPARTMENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9132592110 | PhoneNum |
| Signature | 2024-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FIRST | PersonFirstNm |
| Person Last | OPTION BANK TRUST DE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCILLE L HINDERLITER CPA | PreparerPersonNm |
| PTIN | P00031530 | PTIN |
| Phone | 7852423170 | 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 | $492,587 | 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 |
| Interest On Sav Rev And Expnss | $1,437 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,437 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $198 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $198 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,555 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,812 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,358 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,358 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,072 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $308 | CashBOYAmt |
| Cash EOY | $449 | CashEOYAmt |
| Cash EOYFMV | $449 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,738 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $459,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $453,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $443,062 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,631 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,829 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,267 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $511,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $503,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $492,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $611,851 | CapitalStockBOYAmt |
| Capital Stock EOY | $611,851 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$100,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$107,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $511,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $503,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $511,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $503,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $511,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $610 | OtherIncreasesAmt |
| Subtotal | $503,959 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $503,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED | 2023-05-24 | 2024-04-23 | $83,060 | $70,641 | $12,419 | $12,419 |
| LONG TERM PUBLICLY TRADED | 2022-08-16 | 2024-04-23 | $124,257 | $139,111 | -$14,854 | -$14,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,435 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $251 | TaxDueAmt |
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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST OPTION BANK TRUST DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132592110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 BAPTISTE DR | AddressLine1Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST OPTION BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 BAPTISTE DR | AddressLine1Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,367 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $465,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $490,758 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $490,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $483,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $251 | TotalTaxAmt |
| Distributable Before Adj | $23,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,919 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,872 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,872 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,702 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,702 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,170 | 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 | $17,749 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEWIS FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST OPTION BANK TRUST DEPARTMENT | AddressLine1Txt |
| Address Line2 | 702 BAPTISTE DR | AddressLine2Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9132949222 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO SPECIFIC APPLICATION FORM. THE REQUEST FOR FUNDS NEEDS TO VERIFY THE COMMUNITY NEED, CHALLENGE TO BE ADDRESSED, TARGET GROUP OF PROJECT, GOALS AND METHOD TO ACHIEVE, AN ITEMIZED BUDGET AND THE SPECIFIC AMOUNT REQUESTED. SUBMIT THE REQUEST ON THE REQUESTING ORGANIZATION'S STATIONERY. SHOW PROOF OF 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS EXEMPT UNDER 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIRST LUTHERAN CHURCH | ||||||
| 401 EAST PIANKISHAW | PAOLA | KS | 66071 | PC | NEW ORGAN | $9,576 |
| FRIENDS OF LIBRARY DISTRICT #2 LINN COUNTY | ||||||
| 209 N BROADWAY | LACYGNE | KS | 66040 | PC | LACYGNE NEW DISHWASHER | $4,586 |
| SAINT PAUL LUTHERAN HIGH SCHOOL | ||||||
| 205 SOUTH MAIN ST | CONCORDIA | MO | 64020 | PC | SUPPLIES | $1,770 |
| FIRST LUTHERAN CHURCH | ||||||
| 401 EAST PIANKISHAW | PAOLA | KS | 66071 | PC | GENERAL SUPPORT OF CHURCH PROGRAMS | $1,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,702 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,437 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,120 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,320 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,320 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,358 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,358 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOEING CO SR NT 3.3% 3/1/2035-2034 | BondNm |
| EOY Book Value | $8,829 | EOYBookValueAmt |
| EOYFMV | $8,267 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $5,434 | $8,232 |
| AMAZON.COM INC | $5,807 | $8,575 |
| APPLE INC | $5,386 | $6,132 |
| ARCBEST CORP | $4,769 | $6,766 |
| AVIAT NETWORKS | $6,775 | $7,760 |
| BERKSHIRE HATHAWAY INC CL B | $6,228 | $6,744 |
| BOEING CO | $3,761 | $4,867 |
| CAPITAL ONE FINANCIAL CORP | $3,356 | $4,590 |
| CASEYS GENERAL STORES INC | $6,302 | $7,031 |
| CITIGROUP INC | $8,141 | $9,629 |
| CLEVELAND-CLIFFS INC | $9,110 | $7,250 |
| COHEN & STEERS QUAL INC REALTY | $15,223 | $13,826 |
| COHEN & STEERS CLD END OPPORT | $21,585 | $19,919 |
| DEERE & CO INC | $5,730 | $6,263 |
| DEVON ENERGY CORP NET OF COVD CALL | $6,346 | $6,617 |
| DIAMONDBACK ENERGY INC | $6,793 | $8,850 |
| DOW INC | $8,133 | $6,828 |
| DUKE ENERGY CORP | $7,931 | $7,075 |
| EXXON MOBIL CORP | $6,392 | $7,096 |
| FORD MOTOR CO NET OF COVD CALL | $7,064 | $6,405 |
| HALLIBURTON CO NET OF COVD CALL | $6,870 | $6,255 |
| JPMORGAN CHASE & CO | $6,328 | $7,094 |
| KROGER CO | $6,359 | $7,587 |
| MAIN STREET CAPITAL CORP | $6,226 | $8,134 |
| MICROSOFT CORP | $5,749 | $8,176 |
| MICRON TECHNOLOGY INC | $74 | $113 |
| NEW YORK COMMUNITY BANCORP NET OF COVD CALL | $10,301 | $3,382 |
| NEXTERA ENERGY INC NET OF COVD CALL | $7,041 | $6,485 |
| NIKE INC | $6,501 | $5,812 |
| PAYPALHOLDINGS INC | $7,888 | $7,132 |
| PFIZER INC NET OF COVD CALL | $6,425 | $5,594 |
| PHILLIPS 66 | $5,204 | $8,306 |
| PIONEER NATURAL RESOURCES CO | $7,516 | $7,272 |
| PROCTER & GAMBLE CO | $6,117 | $6,854 |
| SPDR S&P REGIONAL BANKING ETF | $5,654 | $7,006 |
| SNOWFLAKE INC CL A | $6,967 | $5,743 |
| TESLA MOTORS INC | $6,666 | $4,949 |
| VERIZON COMMUNICATIONS INC | $9,172 | $7,661 |
| ZOOM VIDEO COMMUNICATIONS NET OF COVD CALL | $6,749 | $6,795 |
| MEDTRONIC PLC | $6,453 | $6,259 |
| ALPHA & OMEGA SEMICONDUCTORS | $8,707 | $4,593 |
| GENCO SHIPPING & TRADING LTD NET OF COVD CALL | $10,049 | $9,792 |
| AMERICAN FUNDS HIGH-INCOME CL F-3 | $24,946 | $24,946 |
| CALAMOS CONVERTIBLE & HIGH INCOME FD | $35,755 | $31,954 |
| DODGE & COX INCOME I | $24,150 | $23,522 |
| GUGGENHEIM STRATEGIC OPPR | $17,866 | $14,430 |
| ISHARES 20+ YEAR TREASURY BONDS ETF | $15,386 | $13,321 |
| PIMCO CORPORATE OPPR FD | $17,072 | $14,486 |
| PIMCO INCOME INSTL | $19,415 | $18,954 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRETIONS | Desc |
| Revenue And Expenses Per Books | $198 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $198 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Amt | $610 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $239 | $0 | $0 |
| FOREIGN TAX WITHHELD FROM DIVIDENDS | $108 | $108 | $0 |
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