DSSR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DSSR CHARITABLE FOUNDATION INC (EIN 31-1677378)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-06
- IRS object ID
- 202331579349100108
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-06T11:17:16-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203960631 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER & CO CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 W HARVEY AVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 671523840 | 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 | 311677378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DSSR CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DSSR | BusinessNameControlTxt |
| Phone | 6203262521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N WEST ROAD | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HENSEY | PersonNm |
| Person Title | SECRETARY & TREAS | PersonTitleTxt |
| Signature | 2023-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | HENSEY | 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 | KENNETH L COOPER JR | PreparerPersonNm |
| PTIN | P01253864 | PTIN |
| Phone | 6203265984 | PhoneNum |
| Preparation | 2023-06-06 | PreparationDt |
| 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 | $343,275 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $733,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $228,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $339,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,210 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,436 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,427 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,939 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$169,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,004 | CashBOYAmt |
| Cash EOY | $3,964 | CashEOYAmt |
| Cash EOYFMV | $3,964 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $339,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $339,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $180,674 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $308,122 | CorporateBondsBOYAmt |
| Total Assets BOY | $512,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $343,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $512,870 | RetainedEarningBOYAmt |
| Retained Earning EOY | $343,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $512,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $343,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $343,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $512,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$169,595 | ExcessRevenueOverExpensesAmt |
| Subtotal | $343,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $343,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOT LABS | P | 2020-11-11 | 2022-10-13 | $5,940 | $6,742 | -$802 | -$802 |
| CROWN CASTLE RETURN OF CAP | P | 2019-04-24 | 2022-03-29 | $123 | -$123 | -$123 | |
| JP MORGAN CHASE | P | 2009-03-23 | 2022-10-13 | $3,684 | $914 | $2,770 | $2,770 |
| MONDELEZ INTL INC | P | 2012-06-08 | 2022-10-13 | $1,125 | $486 | $639 | $639 |
| STRYKER CORP | P | 2022-04-21 | 2022-12-09 | $2,463 | $2,742 | -$279 | -$279 |
| ALPHABET INC | P | 2010-05-14 | 2022-04-21 | $12,801 | $1,244 | $11,557 | $11,557 |
| EMBECTA CORP | P | 2017-12-29 | 2022-05-20 | $110 | $99 | $11 | $11 |
| JP MORGAN CHASE | P | 2009-03-23 | 2022-12-09 | $13,339 | $2,610 | $10,729 | $10,729 |
| MONDELEZ INTL INC | P | 2012-06-08 | 2022-12-09 | $4,358 | $1,578 | $2,780 | $2,780 |
| TEXAS INSTRUMENTS INC | P | 2009-03-23 | 2022-02-14 | $13,979 | $1,418 | $12,561 | $12,561 |
| ALPHABET INC | P | 2009-03-23 | 2022-10-13 | $3,836 | $343 | $3,493 | $3,493 |
| EURONET SVCS INC | P | 2017-08-04 | 2022-10-13 | $1,102 | $1,453 | -$351 | -$351 |
| JOHNSON & JOHNSON | P | 2022-12-09 | $13,248 | $4,034 | $9,214 | $9,214 | |
| MORGAN STANLEY DEAN WITTER | P | 2019-04-24 | 2022-05-23 | $4,030 | $2,371 | $1,659 | $1,659 |
| TRAVEL & LEISURE CO | P | 2022-01-05 | 2022-08-03 | $1,769 | $2,334 | -$565 | -$565 |
| ALPHABET INC | P | 2009-03-23 | 2022-12-09 | $15,003 | $1,371 | $13,632 | $13,632 |
| EURONET SVCS INC | P | 2017-08-04 | 2022-12-09 | $6,311 | $6,778 | -$467 | -$467 |
| KEYSIGHT TECHNOLOGIES INC | P | 2019-02-04 | 2022-01-05 | $2,941 | $1,131 | $1,810 | $1,810 |
| MOTOROLA SOLUTIONS INC | P | 2020-04-22 | 2022-12-09 | $8,068 | $4,492 | $3,576 | $3,576 |
| TRUIST FINANCIAL CORP | P | 2013-08-12 | 2022-12-09 | $3,162 | $2,670 | $492 | $492 |
| AMAZON.COM | P | 2016-05-23 | 2022-10-13 | $4,356 | $1,397 | $2,959 | $2,959 |
| FIDELITY ADVISOR FLOATING RATE | P | 2021-10-15 | 2022-10-13 | $9,400 | $10,000 | -$600 | -$600 |
| KEYSIGHT TECHNOLOGIES INC | P | 2019-02-04 | 2022-05-23 | $6,942 | $3,772 | $3,170 | $3,170 |
| NASDAQ INC | P | 2017-08-15 | 2022-10-13 | $2,797 | $1,284 | $1,513 | $1,513 |
| UNION PACIFIC CORP | P | 2009-11-04 | 2022-12-09 | $10,597 | $1,490 | $9,107 | $9,107 |
| AMAZON.COM | P | 2016-05-23 | 2022-12-09 | $14,311 | $5,589 | $8,722 | $8,722 |
| FIRST REPUBLIC BANK | P | 2019-02-04 | 2022-05-23 | $8,162 | $5,442 | $2,720 | $2,720 |
| KEYSIGHT TECHNOLOGIES INC | P | 2019-02-04 | 2022-12-09 | $3,635 | $1,509 | $2,126 | $2,126 |
| NASDAQ INC | P | 2017-08-15 | 2022-12-09 | $10,161 | $4,109 | $6,052 | $6,052 |
| VALVOLINE INC | P | 2020-12-24 | 2022-10-13 | $3,370 | $3,174 | $196 | $196 |
| AMGEN INC | P | 2022-05-03 | 2022-12-09 | $5,639 | $4,666 | $973 | $973 |
| HANESBRANDS INC | P | 2021-04-07 | 2022-05-23 | $2,716 | $4,650 | -$1,934 | -$1,934 |
| LAZARD EMERGING MARKETS EQ PORT | P | 2009-07-16 | 2022-01-13 | $11,021 | $8,666 | $2,355 | $2,355 |
| NEXTERA ENERGY INC | P | 2016-11-14 | 2022-12-09 | $5,552 | $1,829 | $3,723 | $3,723 |
| VANGUARD SHORT TERM TAX EXEMPT | P | 2021-11-03 | 2022-01-13 | $15,000 | $15,038 | -$38 | -$38 |
| ELEVANCE HEALTH INC | P | 2018-08-27 | 2022-12-09 | $13,242 | $6,643 | $6,599 | $6,599 |
| INTERPUBLIC | P | 2020-05-26 | 2022-01-05 | $1,527 | $708 | $819 | $819 |
| LOWES CO INC | P | 2010-11-09 | 2022-12-09 | $8,162 | $871 | $7,291 | $7,291 |
| NVIDIA CORP | P | 2021-11-05 | 2022-12-09 | $3,475 | $6,183 | -$2,708 | -$2,708 |
| VANGUARD SHORT TERM TAX EXEMPT | P | 2021-11-03 | 2022-05-23 | $35,000 | $35,742 | -$742 | -$742 |
| APPLE INC | P | 2009-11-04 | 2022-10-13 | $3,408 | $171 | $3,237 | $3,237 |
| INTERPUBLIC | P | 2020-05-26 | 2022-04-22 | $7,025 | $3,540 | $3,485 | $3,485 |
| MCDONALDS CORP | P | 2018-09-13 | 2022-12-09 | $5,437 | $3,261 | $2,176 | $2,176 |
| PPG INDUSTRIES INC | P | 2020-11-09 | 2022-05-23 | $3,647 | $4,207 | -$560 | -$560 |
| VANGUARD SHORT TERM TAX EXEMPT | P | 2021-11-03 | 2022-10-13 | $45,000 | $46,192 | -$1,192 | -$1,192 |
| APPLE INC | P | 2009-11-04 | 2022-12-09 | $18,056 | $857 | $17,199 | $17,199 |
| ISHARES RUSSELL MIDCAP VALUE | P | 2009-04-16 | 2022-01-13 | $22,225 | $4,772 | $17,453 | $17,453 |
| MCKESSON CORP | P | 2022-04-21 | 2022-12-09 | $3,747 | $3,339 | $408 | $408 |
| PEPSICO INC | P | 2009-03-23 | 2022-12-09 | $7,338 | $2,039 | $5,299 | $5,299 |
| VANGUARD SHORT TERM TAX EXEMPT | P | 2021-11-03 | 2022-12-09 | $12,790 | $13,028 | -$238 | -$238 |
| BECTON DICKINSON & CO | P | 2017-12-29 | 2022-12-09 | $4,957 | $4,223 | $734 | $734 |
| ISHARES BIOTECHNOLOGY ETF | P | 2020-04-22 | 2022-10-13 | $2,343 | $2,459 | -$116 | -$116 |
| MICROSOFT CORP | P | 2009-03-23 | 2022-01-05 | $6,447 | $358 | $6,089 | $6,089 |
| PROCTOR & GAMBLE CO | P | 2009-03-23 | 2022-10-13 | $1,856 | $709 | $1,147 | $1,147 |
| WHIRLPOOL CORP | P | 2020-06-01 | 2022-01-13 | $8,032 | $4,337 | $3,695 | $3,695 |
| BLACKROCK INC | P | 2017-08-04 | 2022-10-13 | $5,178 | $4,287 | $891 | $891 |
| ISHARES BIOTECHNOLOGY ETF | P | 2020-04-22 | 2022-12-09 | $5,362 | $4,919 | $443 | $443 |
| MICROSOFT CORP | P | 2009-03-23 | 2022-04-21 | $5,787 | $358 | $5,429 | $5,429 |
| MICROSOFT CORP | P | 2009-03-23 | 2022-12-09 | $7,563 | $2,362 | $5,201 | $5,201 |
| XCEL ENERGY INC | P | 2022-02-14 | 2022-10-13 | $1,147 | $1,319 | -$172 | -$172 |
| BROADRIDGE FINANCIAL | P | 2020-11-09 | 2022-12-09 | $4,289 | $4,494 | -$205 | -$205 |
| ISHARES US BASIC MATERIALS ETF | P | 2009-05-11 | 2022-01-13 | $6,439 | $1,981 | $4,458 | $4,458 |
| MICROSOFT CORP | P | 2009-03-23 | 2022-05-23 | $6,389 | $447 | $5,942 | $5,942 |
| REGAL REXNORD CORP | P | 2020-06-12 | 2022-10-13 | $2,229 | $1,210 | $1,019 | $1,019 |
| XCEL ENERGY INC | P | 2022-02-14 | 2022-12-09 | $2,794 | $2,639 | $155 | $155 |
| COMMERCE BOND FUND | P | 2022-12-09 | $171,353 | $188,122 | -$16,769 | -$16,769 | |
| ISHARES US BASIC MATERIALS ETF | P | 2009-03-23 | 2022-10-13 | $2,725 | $892 | $1,833 | $1,833 |
| MICROSOFT CORP | P | 2009-03-23 | 2022-10-13 | $3,375 | $268 | $3,107 | $3,107 |
| REGAL REXNORD CORP | P | 2020-06-12 | 2022-12-09 | $6,647 | $4,438 | $2,209 | $2,209 |
| NVENT ELECTRIC PLC ADR | P | 2021-11-05 | 2022-10-13 | $622 | $747 | -$125 | -$125 |
| CROWN CASTLE INC | P | 2022-12-09 | $7,754 | $6,948 | $806 | $806 | |
| ISHARES US BASIC MATERIALS ETF | P | 2009-03-23 | 2022-12-09 | $9,849 | $2,677 | $7,172 | $7,172 |
| MICROSOFT CORP | P | 2009-03-23 | 2022-12-09 | $12,323 | $894 | $11,429 | $11,429 |
| SPDR S&P 500 ETF | P | 2017-04-28 | 2022-01-13 | $23,536 | $11,909 | $11,627 | $11,627 |
| NVENT ELECTRIC PLC ADR | P | 2021-11-05 | 2022-12-09 | $3,919 | $3,737 | $182 | $182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $228,087 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,177 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,277 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,277 | SubtotalAmt |
| Tax Based On Investment Income | $3,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $78 | TaxDueAmt |
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 | SUSAN HENSEY | IndividualWithBooksNm |
| Phone | 6203262521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3560 9TH ST | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80304 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DEETA STRADER | ||||||||
| 4995 KELLER HASLET RD | FORT WORTH | TX | 76244 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| SUSAN HENSEY | ||||||||
| 3560 9TH ST | BOULDER | CO | 80304 | SECRETARY & | 0.25 | $0 | $0 | $0 |
| SHELLY L DELICE | ||||||||
| 62 PEARL ST 4TH FLOOR | NEW YORK CITY | NY | 10004 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BILLY ROSS MERIDITH | ||||||||
| 58 ST MARKS PL 312 | BROOKLYN | NY | 11217 | DIRECTOR | 0.25 | $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 | $417,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $601,672 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $601,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $592,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,277 | TotalTaxAmt |
| Distributable Before Adj | $26,355 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,355 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,355 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,355 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $278,663 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $499,984 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $522,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $342,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $354,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,997,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $473,645 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,471,467 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $278,663 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,192,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $499,984 | ExcessFromYear4Amt |
| Excess From Year3 | $522,386 | ExcessFromYear3Amt |
| Excess From Year2 | $342,332 | ExcessFromYear2Amt |
| Excess From Year1 | $354,457 | ExcessFromYear1Amt |
| Excess From Current Year | $473,645 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BILL MERIDITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEETA STRADER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4995 KELLER HASLET RD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6203262521 | RecipientPhoneNum |
| Form And Info And Materials | 1. COMPLETE THE GRANT APPLICATION SUMMARY FORM 2. SUBMIT THE FOLLOWING DOCUMENTATION: -CURRENT FEDERAL TAX-EXEMPT LETTER - 501(C)(3) -LIST OF BOARD MEMBERS - INCLUDED BUSINESS OR OTHER AFFILIATIONS -MOST RECENT IRS 990 REPORT -CURRENT ANNUAL BUDGET (INCLUDING % USED FOR FUND- RAISING) -MOST RECENT AUDIT REPORT -LETTER FROM BOARD CHAIRPERSON IN SUPPORT OF THE APPLICATION 3. ATTACH A WELL-WRITTEN GRANT REQUEST (LESS THAN 5 PAGES) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURPOSE MUST BE TO HELP CHILDREN AND THEIR FAMILIES THROUGH CHARITY BASED ON CHRISTIAN PRINCIPLES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLINGTON CHRISTIAN ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 N HOOVER RD | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE DONATION | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $228,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,820 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BILL MERIDITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N WEST RD | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF 990-PF | CategoryTxt |
| Amt | $1,000 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TOTAL TAXABLE HIGH YIELD FUNDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| KS ANNUAL NON-PROFIT FEE | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,436 | Amt |
| Net Investment Income | $3,427 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX - 2021 BALANCE DUE | $1,739 |
| EXCISE TAX - 2022 ESTIMATES | $3,200 |
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