MOONE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOONE FAMILY FOUNDATION (EIN 94-3337859)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-13
- IRS object ID
- 202343179349100624
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T08:10:36-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341818419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORNHILL FINANCIAL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18400 PEARL ROAD | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943337859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOON | BusinessNameControlTxt |
| Phone | 4154215757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78663 PEERLESS PLACE | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MOONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4154215757 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MOONE | 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 | TODD ABEL | PreparerPersonNm |
| PTIN | P01822615 | PTIN |
| Phone | 4402380445 | PhoneNum |
| Preparation | 2023-11-07 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $441,986 | 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 | $4,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,095 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,600 | CashBOYAmt |
| Cash EOY | $7,274 | CashEOYAmt |
| Cash EOYFMV | $7,274 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $8,519 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $8,519 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,519 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $368,712 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $387,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $364,571 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $61,605 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,622 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61,622 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $447,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $441,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $447,436 | RetainedEarningBOYAmt |
| Retained Earning EOY | $464,536 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $447,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $464,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $447,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $447,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $464,536 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $464,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS ST | P | 2022-01-01 | 2022-12-31 | $5,021 | $6,529 | -$1,508 | -$1,508 |
| FIDELITY INVESTMENTS LT | P | 2019-08-12 | 2022-12-31 | $101,429 | $74,081 | $27,348 | $27,348 |
| CAPITAL GAINS DIVIDENDS | P | $1,255 | $1,255 | $1,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $628 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WELLSPRING FINANCIAL ADVISORS | IndividualWithBooksNm |
| Phone | 2163670680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDER BROOK DR 100 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78663 PEERLESS PLACE | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $352,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $366,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $366,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $360,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $596 | TotalTaxAmt |
| Distributable Before Adj | $17,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,571 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,612 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,300 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,571 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,046 | ExcessFromYear4Amt |
| Excess From Year3 | $33,260 | ExcessFromYear3Amt |
| Excess From Year2 | $1,518 | ExcessFromYear2Amt |
| Excess From Year1 | $3,612 | ExcessFromYear1Amt |
| Excess From Current Year | $1,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E MICHAEL MOONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY KC | |||||||
| 3011 BALTIMORE AVE | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $250 |
| BOYS & GIRLS CLUB | |||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | NONE | PC | CHARITABLE | $250 |
| CADDIES FOR KIDS GOLF | |||||||
| 78-663 PEERLESS PLACE | LA QUINTA | CA | 92661 | NONE | PC | CHARITABLE | $250 |
| GREAT PLAINS SPCA | |||||||
| 5424 ANTIOCH DRIVE | MERRIMAN | KS | 66202 | NONE | PC | CHARITABLE | $500 |
| JUDICIAL WATCH INC | |||||||
| 423 3RD ST SW STE 80 | WASHINGTON | DC | 200243206 | NONE | PC | CHARITABLE | $2,300 |
| KC PET PROJECT | |||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | NONE | PC | CHARITABLE | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $500 |
| PASSION TO WIN FUND | |||||||
| PO BOX 110001 | CINCINATTI | OH | 45277 | NONE | PC | CHARITABLE | $250 |
| PAWSITIVE TAILS | |||||||
| 604 E HAROLD STREET | OLATHE | KS | 66061 | NONE | PC | CHARITABLE | $500 |
| PEMBROKE HILL SCHOOL FUND | |||||||
| 2108 ARNO ROAD | MISSION HILLS | KS | 662082247 | NONE | PC | CHARITABLE | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $250 |
| ST JUDE | |||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $700 |
| THE ANIMAL RESCUE MISSION | |||||||
| 1125 N FAIRFAX AVE PO BOX 461572 | WEST HOLLYWOOD | CA | 900469998 | NONE | PC | CHARITABLE | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 103063159 | NONE | PC | CHARITABLE | $740 |
| UNIVERSITY ACADEMY FOUNDATION | |||||||
| 8080 WARD PARKWAY SUITE 201 | KANSAS CITY | MO | 64114 | NONE | PC | CHARITABLE | $1,000 |
| WARRIOR RISING | |||||||
| 7731 S BARCLAY DR | MIDVALE | UT | 84047 | NONE | PC | CHARITABLE | $2,000 |
| WILSON EDUCATIONAL FOUNDATION | |||||||
| 53960 DEL GATO DRIVE | LA QUINTA | CA | 92253 | NONE | PC | CHARITABLE | $2,500 |
| WOMEN'S EMPLOYMENT NETWORK | |||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,891 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO EXCH TRADED FD TRII (SPLV) | AT COST | $13,415 | $12,939 |
| ISHARES CORE S&P 500 (IVV) | AT COST | $31,486 | $32,982 |
| ISHARES CORE S&P MID-CAP ETD (IJH) | AT COST | $5,584 | $5,491 |
| ISHARES TR EXPANDED TECH(IGV) | AT COST | $20,461 | $22,138 |
| ISHARES TRUST CORE MSCI (IEFA) | AT COST | $20,461 | $22,410 |
| ISHARES INC CORE MSC EMERG MKTS (IEMG) | AT COST | $10,803 | $11,090 |
| SPDR PORTFOLIO S&P 500 GROWTH (SPYG) | AT COST | $14,492 | $16,534 |
| INDUSTRIAL SELECT SECTOR (XLI) | AT COST | $16,519 | $18,351 |
| VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) | AT COST | $17,132 | $23,547 |
| VANGUARD INDEX FDS VANGUARD VALUE | AT COST | $37,946 | $39,361 |
| BLACKROCK SYSTEMATIC | AT COST | $9,771 | $9,012 |
| CLIFFWATER CORPORATE LENDING FUND I | AT COST | $18,030 | $18,376 |
| VANGUARD TAX MANAGED CAP APPREC ADMIRAL (VTCLX) | AT COST | $44,331 | $53,730 |
| PIMCO INCOME FUND INSTIT FUND (PIMIX) | AT COST | $6,975 | $6,208 |
| PIMCO COMMODITY REAL RETURN INST (PCRIX) | AT COST | $12,212 | $7,430 |
| ISHARES IBOXX $ INV GRADE (LQD) | AT COST | $10,705 | $10,814 |
| ISHARES TR 7-10 YR TRSY BD (IEF) | AT COST | $15,864 | $14,973 |
| ISHARES TRUST 1-3 YR TRSY BD (SHY) | AT COST | $2,690 | $2,675 |
| ISHARES TR ISHS 1-5YR INVS (IGSB) | AT COST | $7,133 | $7,124 |
| ISHARES TR 0-3 MNTH TREASURY (SGOV) | AT COST | $24,011 | $24,151 |
| GOLDMAN SACHS PHYSICAL GOLD UNIT (AAAU) | AT COST | $4,965 | $5,235 |
| OTHER INVESTMENT ASSETS | AT COST | $42,135 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE PAYABLE | Desc |
| BOY Book Value | $61,605 | BOYBookValueAmt |
| EOY Book Value | $61,622 | EOYBookValueAmt |
| EOYFMV | $61,622 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WELLSPRING FINANCIAL ADVISORS | $7,000 | $0 | $0 |
| FIDELITY FEES | $8 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PD | CategoryTxt |
| Amt | $43 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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