GOPPERT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GOPPERT FOUNDATION (EIN 44-6013933)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-03-15
- IRS object ID
- 202320749349100217
- Schema version
- 2021v4.1
- 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
- Contractor Compensation Expln
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-15T09:58:21-07:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446013933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Goppert Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOPP | BusinessNameControlTxt |
| Phone | 8169427595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Circle North Ste B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Goppert | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2023-03-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Goppert | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $56,021,629 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,234,204 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $215,956 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215,956 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $215,956 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,410,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,410,539 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,410,539 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $536,963 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $536,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,397,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,163,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,626,495 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,795 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,398 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,397 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $371,848 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,924 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $185,924 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,906 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $6,487 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,487 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $22,474 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,237 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,237 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $19 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $10 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $475,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $214,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,763,923 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,763,923 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,239,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,978,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,158,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,942,848 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,626,495 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,423,844 | CashBOYAmt |
| Cash EOY | $1,325,646 | CashEOYAmt |
| Cash EOYFMV | $1,325,646 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,715,486 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,208,925 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,305,621 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,412,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,412,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,338,810 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $27,610,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,374,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,044,832 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,720 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $13,207 | LandBOYAmt |
| Land EOY | $6,720 | LandEOYAmt |
| Land EOYFMV | $6,720 | LandEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $39,175,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,328,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,021,629 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,484 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $954 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $954 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $31,736,683 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $32,970,887 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,432,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,356,756 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,169,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,327,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,175,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,328,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,169,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,158,302 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,327,690 | SubtotalAmt |
| Other Decreases | $47 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,327,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $536,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,906 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,906 | SubtotalAmt |
| Tax Based On Investment Income | $40,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,952 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,952 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $954 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Goppert | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169427595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Circle north Ste B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Thomas Goppert | ||||||
| 292 N Winnebago Drive | Lake Winnebago | MO | 64034 | Chairman | 16.00 | $0 |
| Autumn Markley | ||||||
| 200 Unity Cir N Suite B | Lees Summit | MO | 64086 | President | 25.00 | $0 |
| M Charles Kellogg | ||||||
| 200 Unity Cir N Suite B | Lees Summit | MO | 64086 | Vice President | 4.00 | $5,600 |
| Corey Strider | ||||||
| 200 Unity Cir N Suite B | Lees Summit | MO | 64086 | Secretary | 2.00 | $5,600 |
| Carolyn Kellogg | ||||||
| 200 Unity Cir N Suite B | Lees Summit | MO | 64086 | Director | 1.00 | $5,600 |
| Billy Campbell | ||||||
| 200 Unity Cir N Suite B | Lees Summit | MO | 64086 | Director | 1.00 | $5,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Schwab | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110th St | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment | ServiceTypeTxt |
| Compensation | $164,248 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,086,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,125,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,463 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,222,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $58,222,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $873,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,348,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,867,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,867,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,906 | TotalTaxAmt |
| Distributable Before Adj | $2,826,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,826,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,826,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,978,044 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,978,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,826,532 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $53,010 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $44,892 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $97,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,978,044 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,826,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,512 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,414 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $249,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,010 | ExcessFromYear4Amt |
| Excess From Year2 | $44,892 | ExcessFromYear2Amt |
| Excess From Current Year | $151,512 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Autumn Y Goppert VP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Circle N Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8169427595 | RecipientPhoneNum |
| Recipient Email Address | autumn.markley@goppertfoundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Formal written request, including 501(c)3 verification | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(c)3 ONLY - Charities in eastern KS or Western MO : community betterment, education, medical facilities | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached 36 recipients | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Cir North Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 501 (c) 3 | GrantOrContributionPurposeTxt |
| Amt | $2,763,923 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,763,923 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached 17 Recipients | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Cir North Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 501 (c) (3) | GrantOrContributionPurposeTxt |
| Amt | $2,745,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,745,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,956 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,410,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $536,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,163,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,163,458 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Schwab | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Advisement fee for investment services | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Charles Schwab | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $30,374,497 | BookValueAmt |
| EOYFMV | $42,044,832 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Machinery and Equipment | $965 | $965 | $965 |
| Improvements | $5,755 | $5,755 | $5,755 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Pathway Financial | CategoryTxt |
| Legal Fees | $8,795 | LegalFeesAmt |
| Net Investment Income | $4,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,397 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fed Tax | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS adjustment | Desc |
| Amt | $47 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax on Schwab | $746 | $373 | $373 |
| IT/Misc | $86 | $43 | $43 |
| Liability Insurance | $1,676 | $838 | $838 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Charles Schwab Fees | $164,248 | $82,124 | $0 | $82,124 |
| Reimbursment Fees | $207,600 | $103,800 | $0 | $103,800 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard D Goppert | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Cir N Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $40,906 | Amt |
Comments