SPECTRUM HEALTH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SPECTRUM HEALTH FOUNDATION INC (EIN 48-1160123)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349101428
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:35:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480787299 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINK GORDON ACCOUNTANTS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 KIMBALL AVE 400 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | 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 | 481160123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTRUM HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 3162104981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 STRONG AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY T APPL | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7854723186 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L GORDON | PreparerPersonNm |
| PTIN | P00366238 | PTIN |
| Phone | 7855370190 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,916,891 | 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 | $568 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $568 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,067 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,226 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,226 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $46,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,298 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,567 | CashBOYAmt |
| Cash EOY | $27,409 | CashEOYAmt |
| Cash EOYFMV | $27,409 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,662 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,401,965 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,144,338 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,332,913 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $231,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $382,331 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $402,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,782,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,707,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,916,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,782,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,707,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,782,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,707,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,782,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,707,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,782,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,749 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,707,740 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,707,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS - 27036 | P | $274 | $728 | -$454 | -$454 |
| UBS - 10621 | P | $7,420 | $14,381 | -$6,961 | -$6,961 |
| UBS - 27036 | P | $25,614 | $30,972 | -$5,358 | -$5,358 |
| UBS - 10621 | P | $67,204 | $49,398 | $17,806 | $17,806 |
| UBS - 15203 | P | $292 | $249 | $43 | $43 |
| RBC - 15251 | P | $29,393 | $29,298 | $95 | $95 |
| UBS - 15203 | P | $49,830 | $57,761 | -$7,931 | -$7,931 |
| RBC - 15251 | P | $37,311 | $24,184 | $13,127 | $13,127 |
| UBS - 12436 | P | $2,180 | $3,094 | -$914 | -$914 |
| RBC - 15248 | P | $22,425 | $23,814 | -$1,389 | -$1,389 |
| UBS - 12436 | P | $21,693 | $16,353 | $5,340 | $5,340 |
| RBC - 15248 | P | $180,260 | $180,996 | -$736 | -$736 |
| UBS - 12024 | P | $42,891 | $13,189 | $29,702 | $29,702 |
| RBC - 15245 | P | $283 | $233 | $50 | $50 |
| UBS - 11589 | P | $13,474 | $11,586 | $1,888 | $1,888 |
| RBC - 15245 | P | $2,765 | $1,375 | $1,390 | $1,390 |
| UBS - 11589 | P | $34,954 | $29,868 | $5,086 | $5,086 |
| RBC - 15224 | P | $487 | $585 | -$98 | -$98 |
| UBS - 11556 | P | $37,556 | $39,818 | -$2,262 | -$2,262 |
| RBC - 15224 | P | $3,340 | $3,328 | $12 | $12 |
| UBS - 11556 | P | $67,163 | $54,424 | $12,739 | $12,739 |
| RBC - 15213 | P | $13,948 | $10,497 | $3,451 | $3,451 |
| UBS - 11555 | P | $10,314 | $12,076 | -$1,762 | -$1,762 |
| RBC - 15204 | P | $6,180 | $2,778 | $3,402 | $3,402 |
| UBS - 11555 | P | $102,068 | $72,247 | $29,821 | $29,821 |
| CHARLES SCHWAB | P | $15,179 | $15,179 | $15,179 | |
| UBS - 11346 | P | $284 | $262 | $22 | $22 |
| CHARLES SCHWAB | P | $13,765 | $13,765 | $13,765 | |
| UBS - 11346 | P | $35,929 | $25,057 | $10,872 | $10,872 |
| CHARLES SCHWAB | P | $39,199 | -$39,199 | -$39,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,799 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$35,762 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,514 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,514 | SubtotalAmt |
| Tax Based On Investment Income | $1,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,635 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,635 | TotalPaymentsAndCreditsAmt |
| Overpayment | $121 | OverpaymentAmt |
| Applied To ES Tax | $121 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALLISON A STEWART | IndividualWithBooksNm |
| Phone | 9138312979 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 STRONG AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CLAY T APPL | ||||||||
| 4247 N WESTLAKE CT | BEL AIRE | KS | 67220 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ALLISON A STEWART | ||||||||
| 510 E 4TH AVE | BELLE PLAINE | KS | 67013 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CORY M APPL | ||||||||
| 9430 HURRELBRINK RD | KANSAS CITY | KS | 66109 | TREASURER | 1.00 | $0 | $0 | $0 |
| BRADLEY APPL | ||||||||
| 4309 W 93RD ST | PRAIRIE VILLAGE | KS | 66207 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GUNNAR J APPL | ||||||||
| 21429 W 47TH CT | SHAWNEE | KS | 66218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,684,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,818,117 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,818,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,272 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,760,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,514 | TotalTaxAmt |
| Distributable Before Adj | $186,528 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,702 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $183,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,702 | UndistributedIncomePYAmt |
| Qualifying Distributions | $183,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,702 | AppliedToYear1Amt |
| Undistributed Income CY | $186,528 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BELLE PLAINE METHODIST CHURCH | |||||
| 124 E 10TH AVE | BELLE PLAINE | KS | 67013 | LOCAL CHURCH | $1,500 |
| BREAST CANCER RESEARCH FUND | |||||
| 28 WEST 44TH ST STE 609 | NEW YORK | NY | 10036 | BREAST CANCER RESEARCH | $3,240 |
| CAMP ENCOURAGE | |||||
| 4025 CENTRAL ST | KANSAS CITY | MO | 64111 | YOUTH WITH AUTISM | $10,000 |
| CATHOLIC CHARITIES | |||||
| 4374 N TOPEKA | WICHITA | KS | 67202 | COUNSELING & SUPPORT | $6,000 |
| CENTRAL AVENUE CENTER OF HOPE | |||||
| 11 N 15TH ST | KANSAS CITY | KS | 66102 | PROVIDE MEALS | $10,000 |
| GUADALUPE CLINIC | |||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | NECESSITIES OF NEEDY | $6,000 |
| INCLUSION CONNECTIONS | |||||
| 2073 E SANTA FE ST | OLATHE | KS | 66062 | DEVELOPMENTAL DISABILITY SUPPORT | $10,000 |
| JOY MEADOWS INC | |||||
| 12400 170TH ST | LINWOOD | KS | 66052 | FOSTER CARE SERVICES | $6,740 |
| KANSAS FOOD BANK | |||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | PROVIDE MEALS | $5,000 |
| KANSAS HONOR FLIGHT | |||||
| PO BOX 2371 | HUTCHINSON | KS | 67504 | VETERAN SUPPORT | $6,240 |
| KAPAUN MT CARMEL | |||||
| 8506 E CENTRAL | WICHITA | KS | 67206 | EDUCATIONAL COST | $5,000 |
| MOTHER TERESA CHARITABLE TRUST | |||||
| 13095 S MER-LEN SUITE 100 | OLATHE | KS | 66062 | HELP ORPHAN CHILDREN | $36,740 |
| PEACE OUT CANCER | |||||
| 12717 PAWNEE LN | LEAWOOD | KS | 66209 | BREAST CANCER RESEARCH | $5,000 |
| RESURRECTION CATHOLIC SCHOOL | |||||
| 4900 N WOODLAWN RD | BEL AIRE | KS | 67220 | NON-PUBLIC ELEMENTARY SCHOOL | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||
| 551 N HILLSIDE STE 100 | WICHITA | KS | 67214 | SUPPORT OF HOSPITALIZED CHILDREN | $2,502 |
| ST ANTHONY'S CATHOLIC CHURCH | |||||
| 600 S 4TH ST | LEOTI | KS | 67861 | LOCAL CHURCH | $3,250 |
| ST MICHAELS CATHOLIC CHURCH | |||||
| 525 E MAIN ST | MULVANE | KS | 67110 | FOOD FOR NEEDY | $3,250 |
| ST PAUL UNIVERSITY PARISH | |||||
| 1810 N ROOSEVELT ST | WICHITA | KS | 67208 | LOCAL CHURCH | $5,000 |
| THE LORD'S DINER | |||||
| 520 N BROADWAY | WICHITA | KS | 67214 | PROVIDE DAILY MEALS | $14,000 |
| URBAN SCHOLASTIC CENTER | |||||
| 2900 MINNESOTA AVE | KANSAS CITY | KS | 66102 | PROVIDE MEALS | $3,740 |
| VALLEY RIDGE ELDER CARE | |||||
| 860 N WOODLAWN RD | BELLE PLAINE | KS | 67013 | PROVIDE SUPPORT | $2,500 |
| WELLINGTON CHRISTIAN ACADEMY | |||||
| 205 N HOOVER RD | WELLINGTON | KS | 67152 | EDUCATIONAL COST | $5,000 |
| WELLNESS FOR AFRICA INC | |||||
| 8820 MONROVIA ST | LENEXA | KS | 66285 | PROVIDE SUPPORT | $8,000 |
| KANSAS CITY PET PROJECT | |||||
| 7077 ELMWOOD AVE | KANSAS CITY | MO | 64132 | ANIMAL CARE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,702 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $568 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,700 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $96,799 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,067 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,067 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,550 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,144,338 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,332,913 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - EXCHG TRADED FUNDS | $29,320 | $41,170 |
| CHARLES SCHWAB - REIT | $394 | $172 |
| CHARLES SCHWAB - FIXED INCOME | $6,001 | $6,001 |
| RBC - BAHL GAYNOR - REAL ASSETS | $7,898 | $8,648 |
| RBC - ANCHOR BAL - EXCHANGE PRODUCTS | $170,007 | $164,006 |
| RBC - ANCHOR BAL - REAL ASSETS | $11,176 | $11,680 |
| RBC - CAPITAL WORLD - REAL ASSETS | $29,898 | $38,536 |
| RBC - LONDON EQUITY - REAL ASSETS | $11,683 | $11,404 |
| RBC - ANCHOR MID CAP - FIXED INCOME | $23,181 | $23,237 |
| RBC - ANCHOR MID CAP - REAL ASSETS | $42,773 | $48,053 |
| ALTERNATE INVESTMENT | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $40,658 | $40,658 |
| INSURANCE | $5,629 | $5,629 |
| BANK CHARGES | $11 | $11 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL REPORT FEE | CategoryTxt |
| Amt | $40 | Amt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Comments