SPECTRUM HEALTH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SPECTRUM HEALTH FOUNDATION INC (EIN 48-1160123)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349102824
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:34:09-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 727 POYNTZ AVE STE 601 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAY | PersonFirstNm |
| Person Last | APPL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-05-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $3,531,566 | 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 | $403 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $403 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $712,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,788 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,860 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $377 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $377 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,180 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,376 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $246 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $246 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,915 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,815 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,815 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,998 | CashBOYAmt |
| Cash EOY | $27,567 | CashEOYAmt |
| Cash EOYFMV | $27,567 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $326,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,153 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,257,244 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,401,965 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,154,894 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $220,952 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $231,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,952 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,828,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,782,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,531,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,828,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,782,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,828,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,782,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,828,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,782,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,828,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,049 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,782,489 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,782,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 12024 - SEE ATTACHED | P | $5,578 | $4,463 | $1,115 | $1,115 |
| UBS 27036 - SEE ATTACHED | P | $30,475 | $38,789 | -$8,314 | -$8,314 |
| UBS 12024 - SEE ATTACHED | P | $84,329 | $51,549 | $32,780 | $32,780 |
| UBS 10621 - SEE ATTACHED | P | $9,660 | $12,553 | -$2,893 | -$2,893 |
| UBS 15203 - SEE ATTACHED | P | $9,377 | $25,520 | -$16,143 | -$16,143 |
| UBS 10621 - SEE ATTACHED | P | $76,503 | $67,253 | $9,250 | $9,250 |
| UBS 15203 - SEE ATTACHED | P | $31,326 | $33,256 | -$1,930 | -$1,930 |
| CHARLES SCHWAB - SEE ATTACHED | P | $23,677 | $28,263 | -$4,586 | -$4,586 |
| UBS 12436 - SEE ATTACHED | P | $1,260 | $1,929 | -$669 | -$669 |
| CHARLES SCHWAB - SEE ATTACHED | P | $17,264 | $8,817 | $8,447 | $8,447 |
| UBS 12436 - SEE ATTACHED | P | $24,513 | $17,364 | $7,149 | $7,149 |
| UBS 11589 - SEE ATTACHED | P | $19,669 | $23,856 | -$4,187 | -$4,187 |
| UBS 11589 - SEE ATTACHED | P | $55,137 | $60,831 | -$5,694 | -$5,694 |
| UBS 11346 - SEE ATTACHED | P | $152 | $230 | -$78 | -$78 |
| UBS 11346 - SEE ATTACHED | P | $33,931 | $19,822 | $14,109 | $14,109 |
| UBS 11556 - SEE ATTACHED | P | $23,174 | $28,721 | -$5,547 | -$5,547 |
| UBS 11556 - SEE ATTACHED | P | $141,432 | $127,207 | $14,225 | $14,225 |
| UBS 11555 - SEE ATTACHED | P | $34,009 | $42,250 | -$8,241 | -$8,241 |
| UBS 11555 - SEE ATTACHED | P | $87,654 | $71,227 | $16,427 | $16,427 |
| UBS 27036 - SEE ATTACHED | P | $3,059 | $5,560 | -$2,501 | -$2,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,788 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43,730 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $525 | SubtotalAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,635 | OverpaymentAmt |
| Applied To ES Tax | $1,635 | 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 | $3,539,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,740,646 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,740,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,684,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $183,702 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $183,702 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $183,702 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,815 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,815 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,815 | UndistributedIncomePYAmt |
| Qualifying Distributions | $83,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,815 | AppliedToYear1Amt |
| Undistributed Income CY | $183,702 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 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 | $1,200 |
| CAMP ENCOURAGE | |||||
| 4025 CENTRAL ST | KANSAS CITY | MO | 64111 | YOUTH WITH AUTISM | $8,000 |
| CATHOLIC CHARITIES | |||||
| 4374 N TOPEKA | WICHITA | KS | 67202 | COUNSELING & SUPPORT | $3,000 |
| CENTRAL AVENUE CENTER OF HOPE | |||||
| 11 N 15TH ST | KANSAS CITY | KS | 66102 | PROVIDE MEALS | $5,000 |
| GUADALUPE CLINIC | |||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | NECESSITIES OF NEEDY | $3,000 |
| HAPPY HEARTS WORKING INC | |||||
| 15091 158TH ST | BONNER SPRINGS | KS | 66012 | DEVELOPMENTAL DISABILITY SUPPORT | $1,000 |
| JOY MEADOWS INC | |||||
| 12400 170TH ST | LINWOOD | KS | 66052 | FOSTER CARE SERVICES | $5,000 |
| KANSAS FOOD BANK | |||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | PROVIDE MEALS | $2,000 |
| KAPAUN MT CARMEL | |||||
| 8506 E CENTRAL | WICHITA | KS | 67206 | EDUCATIONAL COST | $5,500 |
| MOTHER TERESA CHARITABLE TRUST | |||||
| 13095 S MER-LEN SUITE 100 | OLATHE | KS | 66062 | HELP ORPHAN CHILDREN | $9,400 |
| PEACE OUT CANCER | |||||
| 12717 PAWNEE LN | LEAWOOD | KS | 66209 | BREAST CANCER RESEARCH | $15,000 |
| RESURRECTION CATHOLIC SCHOOL | |||||
| 4900 N WOODLAWN RD | BEL AIRE | KS | 67220 | NON-PUBLIC ELEMENTARY SCHOOL | $2,500 |
| ST ANTHONY'S CATHOLIC CHURCH | |||||
| 600 S 4TH ST | LEOTI | KS | 67861 | LOCAL CHURCH | $1,250 |
| ST MICHAELS CATHOLIC CHURCH | |||||
| 525 E MAIN ST | MULVANE | KS | 67110 | FOOD FOR NEEDY | $1,250 |
| ST PAUL UNIVERSITY PARISH | |||||
| 1810 N ROOSEVELT ST | WICHITA | KS | 67208 | LOCAL CHURCH | $2,000 |
| THE LORD'S DINER | |||||
| 520 N BROADWAY | WICHITA | KS | 67214 | PROVIDE DAILY MEALS | $8,215 |
| URBAN SCHOLASTIC CENTER | |||||
| 2900 MINNESOTA AVE | KANSAS CITY | KS | 66102 | PROVIDE MEALS | $1,000 |
| USD 353 SCHOOL DISTRICT | |||||
| 221 S WASHINGTON AVE | WELLINGTON | KS | 67152 | ASSIST CHILDREN | $2,500 |
| VALLEY RIDGE ELDER CARE | |||||
| 860 N WOODLAWN RD | BELLE PLAINE | KS | 67013 | PROVIDE SUPPORT | $2,000 |
| WELLNESS FOR AFRICA INC | |||||
| 8820 MONROVIA ST | LENEXA | KS | 66285 | PROVIDE SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,815 | 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 | $403 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,669 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,788 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $105,860 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,860 | 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 | $2,180 | Amt |
| Net Investment Income | $2,180 | NetInvestmentIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,401,965 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,154,894 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - EXCHG TRADED FUNDS | $28,450 | $36,197 |
| CHARLES SCHWAB - REIT | $1,590 | $315 |
| UBS - ANCHOR BAL - EXCHANGE PRODUCTS | $151,764 | $141,440 |
| ALTERNATE INVESTMENT | $50,000 | $50,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $377 | LegalFeesAmt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $50,459 | $50,459 |
| INSURANCE | $10,405 | $10,405 |
| OFFICE SUPPLIES | $32 | $32 |
| BANK CHARGES | $19 | $19 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL REPORT FEE | $40 | $40 |
| 2021 BALANCE DUE | $2,176 | $2,176 |
| 2022 ESTIMATED TAX PAYMENTS | $2,160 | $2,160 |
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