MOORMEIER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MOORMEIER FAMILY FOUNDATION (EIN 83-2925620)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202301229349101615
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-02T08:00:32-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 1700AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641062246ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832925620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Moormeier Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TIM MOORMEIERInCareOfNm
Business Name ControlMOORBusinessNameControlTxt
Phone8162152984PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14500 Summit StreetAddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIM MOORMEIERPersonNm
Person TitleTrusteePersonTitleTxt
Phone8162152984PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTIMPersonFirstNm
Person LastMOORMEIERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonApril Arnold CPAPreparerPersonNm
PTINP01559426PTIN
Phone8162216300PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,665,837FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$194,376ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,175DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,175DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$201,581NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$336,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,980TotalRevAndExpnssAmt
Total Net Invst Incm$15,185TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$263AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,362AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,932OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,932OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,376TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$190OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,385TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,362TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,873TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,385TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$36,112TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,893ExcessRevenueOverExpensesAmt
Net Investment Income$2,800NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,858CashBOYAmt
Cash EOY$75,564CashEOYAmt
Cash EOYFMV$75,564CashEOYFMVAmt
Corporate Stock BOY$1,980,129CorporateStockBOYAmt
Corporate Stock EOY$1,848,466CorporateStockEOYAmt
Corporate Stock EOYFMV$1,590,273CorporateStockEOYFMVAmt
Total Assets BOY$2,001,987TotalAssetsBOYAmt
Total Assets EOY$1,924,030TotalAssetsEOYAmt
Total Assets EOYFMV$1,665,837TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,001,986NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,924,029NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,001,986TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,924,029TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,001,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,924,029TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,001,986TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,893ExcessRevenueOverExpensesAmt
Subtotal$1,957,093SubtotalAmt
Other Decreases$33,064OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,924,029TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
UBS SHORT TERM #EL 176292022-01-312022-12-31$82,363$135,521-$53,158-$53,158
UBS LONG TERM #EL 158182020-01-012022-12-31$95,385$90,133$5,252$5,252
UBS LONG TERM #EL 176292020-01-012022-12-31$121,894$299,821-$177,927-$177,927
UBS SHORT TERM #EL 158182022-01-312022-12-31$10,102$12,229-$2,127-$2,127
CAPITAL GAIN DIVIDENDS$26,379P
CAPITAL GAIN DIVIDENDS$26,379P
CAPITAL GAIN DIVIDENDS$26,379P
CAPITAL GAIN DIVIDENDS$26,379P
CAPITAL GAIN DIVIDENDS$26,379P
FieldValueIRS element (for citing)
Capital Gain Net Income-$201,581CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Subtotal$39SubtotalAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,059EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,059TotalPaymentsAndCreditsAmt
Overpayment$1,020OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,020RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TIM MOORMEIERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8162152984PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14500 SUMMIT STREETAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Tim Moormeier
10440 Redwing CircleOlatheKS66061Trustee0$0$0$0
Diana Moormeier
10440 Redwing CircleOlatheKS66061Trustee0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,670,552AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,739AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,675,291TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,675,291AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,129CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,650,162NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$82,469DistributableBeforeAdjAmt
Distributable Before Ded$82,469DistributableBeforeDedAmt
Distributable As Adjusted$82,469DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,112ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$36,112QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,469DistributableAsAdjustedAmt
Undistributed Income PY$35,421UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$36,112QualifyingDistributionsAmt
Applied To Year1$35,421AppliedToYear1Amt
Applied To Current Year$691AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$81,778UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTIM AND DIANA MOORMEIERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Head for the Cure Foundation
1607 Oak StKansas CityMO64108NONEPCFOR GENERAL OPERATIONS$6,000
KCUR
4825 Troost Ave Suite 202Kansas CityMO64110NONEPCFOR GENERAL OPERATIONS$2,000
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108PCFOR GENERAL OPERATIONS$2,500
COLORADO FOURTEENERS INITIATIVE
1511 WASHINGTON AVE SUITE 310GOLDENCO80401PCFOR GENERAL OPERATIONS$2,000
OLATHE PUBLIC SCHOOLS FOUNDATION
300 E LOULA STREETOLATHEKS66061PCFOR GENERAL OPERATIONS$6,000
HIGH ASPIRATIONS
6320 BROOKSIDE PLAZA SUITE 263KANSAS CITYMO64113PCFOR GENERAL OPERATIONS$1,000
KANSAS CITY PBS
125 E 31ST STREETKANSAS CITYMO64108PCFOR GENERAL OPERATIONS$2,000SUITE 1700
OLATHE JUNIOR SERVICE LEAGUE
PO BOX 721OLATHEKS66051PCFOR GENERAL OPERATIONS$5,000
WAYSIDE WAIFS
3901 MARTHA TRUMAN ROADKANSAS CITYMO64137PCFOR GENERAL OPERATIONS$1,000
NELSON ATKINS MUSEUM OF ART
4515 OAK STREETKANSAS CITYMO64111PCFOR GENERAL OPERATIONS$1,250
UMKC FOUNDATION
202 ADMINISTRATIVE CENTERKANSAS CITYMO64110PCFOR GENERAL OPERATIONS$5,0005000 HOLMES STREET
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,175ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$201,581ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$186,396ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$186,396TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTim and Diana MoormeierContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14500 SUMMIT STREETAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$194,376TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyStockNoncashPropertyDesc
Fair Market Value$153,376FairMarketValueAmt
Received2022-12-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORVIS, LLPCategoryTxt
Amt$2,625Amt
Net Investment Income$263NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,362DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$1,848,466EOYBookValueAmt
EOYFMV$1,590,273EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE IN COST/FMV OF DONATED STOCKDesc
Amt$33,064Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFOREIGN TAXESDesc
Revenue And Expenses Per Books$190RevenueAndExpensesPerBooksAmt
Net Investment Income$190NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$11,932Amt
Net Investment Income$11,932NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXCISE TAXESCategoryTxt
Amt$4,376Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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