SIGNATRY CHARITABLE TRUST: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SIGNATRY CHARITABLE TRUST (EIN 82-5070897)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349322863
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:57:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825070897 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIGNATRY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIGN | BusinessNameControlTxt |
| Phone | 9133100279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 W 95TH STREET 501 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANE FRAZIER | PersonNm |
| Person Title | CHIEF TAX OFFICER | PersonTitleTxt |
| Phone | 9133100279 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANE | PersonFirstNm |
| Person Last | FRAZIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MACKENZIE MCNAUGHTON | PreparerPersonNm |
| PTIN | P02025805 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN A FRENCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 W 95TH STREET 501 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $179,788,511 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | INSPIRE AND FACILITATE REVOLUTIONARY BIBLICAL GENEROSITY ACROSS GENERATIONS TO SOLVE THE WORLD'S GREATEST PROBLEMS, INCLUDING SUPPORTING THE PURPOSES OF SERVANT FOUNDATION D/B/A THE SIGNATRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $9,245,597 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,075,986 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $128,359,975 | PYContributionsGrantsAmt |
| CY Contributions Grants | $122,260,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,544,390 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,143,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,072,561 | PYOtherRevenueAmt |
| CY Other Revenue | $73,185 | CYOtherRevenueAmt |
| PY Total Revenue | $131,976,926 | PYTotalRevenueAmt |
| CY Total Revenue | $137,477,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $77,576,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,119,468 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,303 | PYOtherExpensesAmt |
| CY Other Expenses | $5,303,752 | CYOtherExpensesAmt |
| PY Total Expenses | $77,758,113 | PYTotalExpensesAmt |
| CY Total Expenses | $53,423,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $54,218,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,053,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $140,693,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,158,362 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,381 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,691,066 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $219,039,981 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE SIGNATRY CHARITABLE TRUST IS TO INSPIRE AND FACILITATE REVOLUTIONARY BIBLICAL GENEROSITY ACROSS GENERATIONS TO SOLVE THE WORLD'S GREATEST PROBLEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,119,468 | ExpenseAmt |
| Grant | $48,119,468 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SIGNATRY CHARITABLE TRUST FACILITATES CHARITABLE GIVING IN SUPPORT OF ITS AFFILIATED/SUPPORTED ORGANIZATION, SERVANT FOUNDATION D/B/A THE SIGNATRY. | Desc |
| Total Program Service Expenses | $48,119,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 20 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | 0 | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KLINGER | PersonNm |
| Phone | 9133100279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 W 95TH STREET NO 501 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Institutional TrusteeInstitutionalTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| THE SIGNATRY CORPORATION | |||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN A FRENCH | |||||||
| PRESIDENT | 1.00 | 40.00 | $0 | $318,892 | $6,314 | Yes (X) | |
| LAWRENCE J SCOTT | |||||||
| VICE PRESIDENT | 1.00 | 40.00 | $0 | $222,802 | $20,621 | Yes (X) | |
| MARK W KLINGER | |||||||
| CFO/TREASURER | 1.00 | 40.00 | $0 | $223,635 | $20,655 | Yes (X) | |
| JASON P YAKELIS | |||||||
| VICE PRESIDENT (AS OF 3/22) | 1.00 | 40.00 | $0 | $215,667 | $17,165 | Yes (X) | |
| ERIK J SCHARTNER | |||||||
| VICE PRESIDENT | 1.00 | 40.00 | $0 | $177,022 | $25,018 | Yes (X) | |
| DANE A FRAZIER | |||||||
| VICE PRESIDENT/SECRETARY | 1.00 | 40.00 | $0 | $152,596 | $7,994 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,310,614 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,767 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRESHAM PARTNERS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST WACKER DRIVE SUITE 700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY SERVICES | ServicesDesc |
| Compensation | $171,024 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $31,668,056 | RelatedOrganizationsAmt |
| All Other Contributions | $90,592,812 | AllOtherContributionsAmt |
| Noncash Contributions | $77,579,784 | NoncashContributionsAmt |
| Total Contributions | $122,260,868 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,991,265 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,245,597 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,745,668 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,185 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,185 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,185 | TotalRevenueColumnAmt |
| Exclusion | $73,185 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $43,463,193 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $42,311,344 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,151,849 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,151,849 | TotalRevenueColumnAmt |
| Exclusion | $1,151,849 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,477,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,245,597 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,970,702 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,119,468 | TotalAmt |
| Program Services | $48,119,468 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290 | TotalAmt |
| Management And General | $1,290 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100 | TotalAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,138 | TotalAmt |
| Management And General | $173,138 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39 | TotalAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,070 | TotalAmt |
| Management And General | $25,070 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,474 | TotalAmt |
| Management And General | $5,474 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350 | TotalAmt |
| Management And General | $1,350 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| UBI TAXES | $5,094,873 | $5,094,873 |
| MISCELLANEOUS | $418 | $418 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,423,220 | TotalAmt |
| Program Services | $48,119,468 | ProgramServicesAmt |
| Management And General | $5,303,752 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,740,638 | BOYAmt |
| EOY | $27,056,047 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,750 | BOYAmt |
| EOY | $3,225 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,900,662 | BOYAmt |
| EOY | $5,559,081 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,197,107 | BOYAmt |
| EOY | $8,181,469 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,489,133 | BOYAmt |
| EOY | $13,300,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,500,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,035,364 | BOYAmt |
| EOY | $27,500,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,317,588 | BOYAmt |
| EOY | $137,494,112 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $64,243 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,693,242 | BOYAmt |
| EOY | $219,158,362 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176 | BOYAmt |
| EOY | $118,381 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176 | BOYAmt |
| EOY | $118,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,691,066 | BOYAmt |
| EOY | $219,039,981 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,691,066 | BOYAmt |
| EOY | $219,039,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,693,242 | BOYAmt |
| EOY | $219,158,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $84,053,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,705,032 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,220,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,982,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,359,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,260,869 | CurrentTaxYearAmt |
| Total | $339,823,848 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,220,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,982,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,359,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,260,869 | CurrentTaxYearAmt |
| Total | $339,823,848 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $72,561,743 | SubstantialContributorsTotAmt |
| Public Support Total170 | $267,262,105 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $314,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,064,450 | CurrentTaxYearAmt |
| Total | $14,638,436 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,349,378 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,369,757 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,051,652 | CurrentTaxYearMinus1YearAmt |
| Total | $1,051,652 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $356,883,693 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 117 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 20 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $134,435,456 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,338,860 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $46,844,338 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,275,130 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $185,042,186 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,378,357 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,500,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $27,500,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,500,000 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $137,494,112 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $137,494,112 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $26,790,755 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $26,790,755 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $26,790,755 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SERVANT FOUNDATION DBA THE SIGNATRY | |||||||||
| 7171 W 95TH STREET | OVERLAND PARK | KS | 66212 | 431890105 | 501(C)(3) | $47,955,719 | $0 | COMMUNITY DEVELOPMENT,EDUCATION, AND RELIGIOUS MINISTRY | |
| CHILDREN'S JUBILEE FUND | |||||||||
| 116 GREENWOOD AVENUE THIRD FLOOR | WYNCOTE | PA | 19095 | 311540887 | 501(C)(3) | $8,061 | $0 | GENERAL | REAR |
| CLARIS HEALTH | |||||||||
| 11500 WEST OLYMPIC BOULEVARD 570 | LOS ANGELES | CA | 90064 | 954806856 | 501(C)(3) | $12,596 | $0 | GENERAL | |
| EDIFY | |||||||||
| 8825 AERO DRIVE STE 220 | SAN DIEGO | CA | 92123 | 270892545 | 501(C)(3) | $8,061 | $0 | GENERAL | |
| LANGHAM PARTNERSHIP USA INC NFP | |||||||||
| PO BOX 189 | CAVE CREEK | AZ | 85327 | 237417198 | 501(C)(3) | $64,744 | $0 | GENERAL | |
| LOVE YOUR NEIGHBOR AS YOURSELF | |||||||||
| 19639 PINE VALLEY AVE | NORTHRIDGE | CA | 91326 | 463966822 | 501(C)(3) | $12,596 | $0 | GENERAL | |
| PIUS X FOUNDATION | |||||||||
| 6000 A STREET | LINCOLN | NE | 68510 | 237074428 | 501(C)(3) | $8,061 | $0 | GENERAL | |
| PROCLAMATION PRESBYTERIAN CHURCH | |||||||||
| 278 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | 232593183 | 501(C)(3) | $34,009 | $0 | GENERAL | |
| THE DELAWARE COUNTY CHRISTIAN SCHOOL SOCIETY | |||||||||
| 462 MALIN ROAD | NEWTOWN | PA | 19073 | 231367719 | 501(C)(3) | $8,061 | $0 | GENERAL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DETERMINES EACH RECIPIENT IS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE GRANTS WILL BE USED CONSISTENT WITH THE ORGANIZATION'S PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN A FRENCH | ||||||||||||||
| PRESIDENT | $0 | $317,642 | $0 | $1,250 | $0 | $0 | $0 | $0 | $0 | $6,314 | $0 | $325,206 | $0 | $0 |
| MARK W KLINGER | ||||||||||||||
| CFO/TREASURER | $0 | $197,885 | $0 | $25,750 | $0 | $0 | $0 | $8,167 | $0 | $12,488 | $0 | $244,290 | $0 | $0 |
| LAWRENCE J SCOTT | ||||||||||||||
| VICE PRESIDENT | $0 | $197,052 | $0 | $25,750 | $0 | $0 | $0 | $8,133 | $0 | $12,488 | $0 | $243,423 | $0 | $0 |
| JASON P YAKELIS | ||||||||||||||
| VICE PRESIDENT (AS OF 3/22) | $0 | $189,917 | $0 | $25,750 | $0 | $0 | $0 | $7,833 | $0 | $9,332 | $0 | $232,832 | $0 | $0 |
| ERIK J SCHARTNER | ||||||||||||||
| VICE PRESIDENT | $0 | $167,522 | $0 | $9,500 | $0 | $0 | $0 | $7,167 | $0 | $17,851 | $0 | $202,040 | $0 | $0 |
| DANE A FRAZIER | ||||||||||||||
| VICE PRESIDENT/SECRETARY | $0 | $143,096 | $0 | $9,500 | $0 | $0 | $0 | $1,550 | $0 | $6,444 | $0 | $160,590 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE OFFICERS ARE PAID BY THE RELATED ORGANIZATION THAT UTILIZES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND BOARD APPROVAL IN THE PROCESS OF COMPENSATION DETERMINATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| RELATED TO SUBSTANTIAL CONTRIBUTOR | |||||||
| RELATED TO SUBSTANTIAL CONTRIBUTOR | TO SELL SHARES AND GAIN LIQUIDITY | Yes (X) | $7,002,670 | $6,652,679 | 0 | Yes (1) | Yes (1) |
| RELATED TO SUBSTANTIAL CONTRIBUTOR | |||||||
| RELATED TO SUBSTANTIAL CONTRIBUTOR | TO SELL SHARES AND GAIN LIQUIDITY | Yes (X) | $1,670,000 | $1,387,116 | 0 | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| SUBSTANTIAL CONTRIBUTOR | TO SELL SHARES AND GAIN LIQUIDITY | Yes (X) | $328,904 | $141,674 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $8,181,469 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $26,725,990 | TransactionAmt |
| Transaction | SALE OF SHARES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,289,503 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,487,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,802,283 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 37 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED. |
| PART I, LINE 32B: | THE ORGANIZATION USED THE SERVICES OF REAL ESTATE AGENTS TO SELL DONATIONS OF REAL PROPERTIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| THE SIGNATRY CHARITABLE TRUST: ITS CHARITABLE MISSION AND PROGRAM OVERVIEW: | THE SIGNATRY CHARITABLE TRUST ("THE TRUST") IS A TAX-EXEMPT IRC SECTION 501(C)(3) PUBLICLY SUPPORTED CHARITABLE ORGANIZATION. THE TRUST JOINS SERVANT FOUNDATION IN ITS MISSION TO INSPIRE AND FACILITATE REVOLUTIONARY, BIBLICAL GENEROSITY PRIMARILY THROUGH THE RECEIPT OF GIFTS OF ASSETS NOT OF A TYPE THAT SERVANT FOUNDATION WOULD ACCEPT, IN PARTICULAR ASSETS SUCH AS EQUITY IN PRIVATE COMPANIES, PARTNERSHIP INTERESTS, AND REAL PROPERTY THAT CARRY WITH THEM POTENTIAL EXPOSURE FOR LIABILITIES SUCH AS INDEMNIFICATION CLAIMS FROM THIRD PARTIES, LIQUIDATION COMPLEXITIES, AND UNRELATED BUSINESS INCOME. BY WORKING WITH GENEROUS DONORS TO ACCOMPLISH GIFTS OF THEIR NET WORTH, THE SIGNATRY CHARITABLE TRUST ASPIRES TO INCREASE CHARITABLE GIVING AND ALLOW DONORS TO GIFT FROM THE ASSETS THAT GOD HAS ENTRUSTED TO THEM TO CREATE A MEANINGFUL IMPACT IN OUR COMMUNITIES AND AROUND THE GLOBE. SERVING AS A DONOR ADVISED FUND SPONSOR ALLOWS THE TRUST TO THINK HOLISTICALLY AND GENERATIONALLY ABOUT GENEROSITY. IN FURTHERANCE OF ITS CHARITABLE PURPOSE, THE SIGNATRY CHARITABLE TRUST WILL SEEK TO SELL ITS ILLIQUID ASSETS. THE TRUST EMPLOYS CAREFUL DUE DILIGENCE AND COMPLIANCE PROCESSES INCLUDING: - MAINTAIN CHARITABLE SOLICITATION REGISTRATIONS WHERE APPLICABLE; - DETERMINATION THAT ASSETS RECEIVED ARE ALIGNED WITH THE TRUST'S CHARITABLE MISSION; - BEST EFFORTS TO CONFIRM THAT ANY SALE OF GIFTED ASSETS IS A SALE AT (OR ABOVE) FMV AND IN AN ARMS-LENGTH TRANSACTION; - HEIGHTENED DUE DILIGENCE WHEN A SALE TRANSACTION INVOLVES ANY TRUST DONOR OR RELATED PARTY; ON OCCASION THE AVAILABLE PURCHASERS FOR SUCH ASSETS ARE SUBSTANTIAL CONTRIBUTORS TO THE ORGANIZATION OR PERSONS/ENTITIES RELATED TO SUCH SUBSTANTIAL CONTRIBUTORS. FROM TIME TO TIME THE SIGNATRY CHARITABLE TRUST WILL HAVE RECEIVABLES RELATED TO THESE SALES; - ALL TRANSACTIONS ARE STRUCTURED TO BENEFIT THE TRUST AND ITS MISSION AND NOT INDIVIDUALS OR FOR-PROFIT ENTERPRISES. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE OFFICERS ALL HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER AS THEY ARE EMPLOYED BY A RELATED ORGANIZATION IN WHICH THEY ALL ALSO SERVE AS OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEE(S) OF THIS ORGANIZATION ARE APPOINTED BY ITS GRANTOR AND APPOINTER, SERVANT FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 8A | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO THE BOARD MEMBER OF THE SIGNATRY CHARITABLE TRUST 82-5070897, ITS INSTITUTIONAL TRUSTEE, FOR REVIEW AND DISCUSSION PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION IS COVERED BY A WRITTEN CONFLICT OF INTEREST POLICY OF SERVANT FOUNDATION, ITS RELATED ORGANIZATION. ALL TRUSTEES AND OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURES ANNUALLY. ANY PERSON WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT. THE INDIVIDUAL WILL BE RECUSED FROM ANY DISCUSSION OR DECISION MAKING RELATIVE TO THE CONFLICT OF INTEREST. UPON DISCLOSURE OF A CONFLICT OF INTEREST, THE PRESIDENT OR CHAIRMAN OF THE BOARD OF SERVANT FOUNDATION, AS APPROPRIATE, WILL APPOINT A COMMITTEE TO INVESTIGATE AND RESOLVE THE MATTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII | THE ORGANIZATION'S FINANCIAL INFORMATION IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH ITS RELATED ORGANIZATION, SERVANT FOUNDATION, WHICH HAS A MARCH 31, 2022 FISCAL YEAR END. AT THE TIME OF THIS FILING, THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE IN THE PROCESS OF BEING COMPLETED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CT 10000 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 301212806 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10001 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 834633801 | BUSINESS INTEREST HOLDINGS | MO | -$1,276,906 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10002 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 841753781 | BUSINESS INTEREST HOLDINGS | MO | $678 | $918,543 | THE SIGNATRY CHARITABLE TRUST |
| CT 10003 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 611935054 | BUSINESS INTEREST HOLDINGS | MO | $79,998 | $179,498 | THE SIGNATRY CHARITABLE TRUST |
| CT 10004 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 611943585 | BUSINESS INTEREST HOLDINGS | MO | -$1,451 | $500,000 | THE SIGNATRY CHARITABLE TRUST |
| CT 10005 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 320608838 | BUSINESS INTEREST HOLDINGS | MO | $25,000 | $3,253,850 | THE SIGNATRY CHARITABLE TRUST |
| CT 10006 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 611950804 | BUSINESS INTEREST HOLDINGS | MO | $0 | $14,417 | THE SIGNATRY CHARITABLE TRUST |
| CT 10007 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 301207051 | BUSINESS INTEREST HOLDINGS | MO | -$1,561,739 | $38,123 | THE SIGNATRY CHARITABLE TRUST |
| CT 10008 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 352671009 | BUSINESS INTEREST HOLDINGS | MO | $1,986,445 | $1,986,445 | THE SIGNATRY CHARITABLE TRUST |
| CT 10009 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 352672194 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10010 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 320610056 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10011 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 320615183 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10012 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 352672639 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10013 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 320615199 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10014 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 364950376 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10015 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 384129202 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10016 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 301207066 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10017 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 301209387 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| CT 10018 LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 384135531 | BUSINESS INTEREST HOLDINGS | MO | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| THE SIGNATRY TRUST ASSETS LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 831327870 | BUSINESS INTEREST HOLDINGS | DE | $498,326 | $4,540,088 | THE SIGNATRY CHARITABLE TRUST |
| BK TOWER PROPERTIES LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 863682694 | BUSINESS INTEREST HOLDINGS | MN | $0 | $0 | THE SIGNATRY CHARITABLE TRUST |
| HLR TRUST HOLDINGS LLC | |||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 884390884 | BUSINESS INTEREST HOLDINGS | CO | $27,000,000 | $27,000,000 | THE SIGNATRY CHARITABLE TRUST |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SERVANT FOUNDATION DBA THE SIGNATRY | |||||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 431890105 | COMMUNITY DEVELOPMENT, EDUCATION, AND RELIGIOUS MINISTRY | MO | 501(C)(3) | LINE 7 | N/A | 0 | |
| THE SIGNATRY CHARITABLE CORP INC | |||||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 825047698 | SUPPORTING ORGANIZATION OF SERVANT FOUNDATION | DE | 501(C)(3) | LINE 12A, I | 0 | SERVANT FOUNDATION | |
| THE SIGNATRY CORPORATION INC | |||||||||||
| 7171 W 95TH STREET SUITE 501 | OVERLAND PARK | KS | 66212 | 825036551 | SUPPORTING ORGANIZATION OF SERVANT FOUNDATION | DE | 501(C)(3) | LINE 12A, I | 0 | SERVANT FOUNDATION | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HAZEL-RAH II LLC | |||||||||||
| 113 GLEN HAVEN DRIVE | CHAPEL HILL | NC | 27516 | 844587042 | INVESTING | NC | CT 10001 LC | INVESTMENT | 0 | 0 | 0.99000 |
| HIS ENVOYS LLC | |||||||||||
| 5333 N UNION BLVD SUITE 200 | COLORADO SPRINGS | CO | 80918 | 843195096 | INVESTING | CO | SIGNATRY CHARITABLE TRUST | INVESTMENT | 0 | 0 | 0.99000 |
| GIVE INTERACTIVE LLC | |||||||||||
| 7171 W 95TH ST STE 501 | OVERLAND PARK | KS | 66212 | 844835291 | INVESTING | KS | SIGNATRY CHARITABLE TRUST | UNRELATED | 0 | 0 | 0.99000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |