PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349103304
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:08:46-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260010862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD CASTOR L C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 W 129TH STREET STE 250 | AddressLine1Txt |
| City | OVERLAND PK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE ROAD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE PALMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Ronald Castor | PreparerPersonNm |
| PTIN | P00394187 | PTIN |
| Phone | 9134699113 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $726,168 | 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 | $5,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,028 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,608 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $29,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,332 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,269 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $240 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | -$3,118 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | -$109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,770 | CashBOYAmt |
| Cash EOY | $10,188 | CashEOYAmt |
| Cash EOYFMV | $10,188 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $67,524 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $66,905 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $279,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $312,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $565,364 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $220,261 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,222 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,711 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $513,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $726,168 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $513,134 | CapitalStockBOYAmt |
| Capital Stock EOY | $477,575 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $513,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $477,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $513,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $477,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $513,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,559 | ExcessRevenueOverExpensesAmt |
| Subtotal | $477,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $477,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CS 6754 | P | 2023-01-01 | 2024-12-31 | $47,891 | $0 | $35,283 | $12,608 | $0 | $0 | $0 | $12,608 |
| CS 6754 | P | 2024-01-01 | 2024-12-31 | $6 | $0 | $6 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,608 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $366 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $180 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $180 | OriginalReturnTaxPaidAmt |
| Tax Due | $186 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | JAMIE PALMER | IndividualWithBooksNm |
| Phone | 9135689506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 E SHERIDAN BRIDGE LANE | AddressLine1Txt |
| City | OLATHE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66062 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES PALMER | ||||||||
| 1270 E SHERIDAN BRIDGE LANE | OLATHE | KS | 66062 | TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RS | GRAFTON | WI | 53024 | VP | 0.00 | $0 | $0 | $0 |
| JENNIFER CLEMENT | ||||||||
| 101 W ZEDLER LANE | MEQUON | WI | 53092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MATTHEW CLARK | ||||||||
| 792 NE LAURELHURST PL | PORTLAND | OR | 97232 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,998 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $158,294 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,998 | ExcessFromYear4Amt |
| Excess From Year3 | $66,498 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | NON PROFIT | GENERAL SUPPORT | $4,000 |
| WORLD VISION | ||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NON PROFIT | COVID HUNGER CRISIS | $3,000 |
| SALVATION ARMY MILWAUKEE CTY | ||||||
| 11315 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NON PROFIT | SHELTER/FOOD PANTRIES | $4,000 |
| MILWAUKEE RESCUE MISSION | ||||||
| 830 N 19TH STREET | MILWAUKEE | WI | 53233 | NON PROFIT | SAFE HARBOR/JOY HOUSE | $4,000 |
| ALZHEIMERS ASSOC WI CHAPTER | ||||||
| 620 S 76ST STE 160 | MILWAUKEE | WI | 53214 | NON PROFIT | CARE AND SUPPORT | $2,000 |
| KINDNESS CONNECTION | ||||||
| 8445 W 113TH ST | OVERLAND PARK | KS | 66210 | NON PROFIT | GENERAL SUPPORT | $0 |
| OLATHE PREGNANCY CLINIC | ||||||
| 1313 E SANTA FE | OLATHE | KS | 66061 | NON PROFIT | GENERAL SUPPORT | $0 |
| THE HEALING CHAIR | ||||||
| 12608 SHERWOOD DRIVE | LEAWOOD | KS | 66061 | NON PROFIT | FUNDS TO KANSAS CITY DIVISION | $0 |
| OVERLAND PARK POLICE OFFICER FOUNDATION | ||||||
| 9240 GLENWOOD ST SUITE A | OVERLAND PARK | KS | 66212 | NON PROFIT | FOR SHOP WITH A COP PROGRAM | $0 |
| PROJECT LEMONADE | ||||||
| 1008 LLOYD CENTER | PORTLAND | OR | 97296 | NON PROFIT | GENERAL SUPPORT | $0 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS | ||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NON PROFIT | FOR EMERGENCY ASSISTANCECENTER AND FOOD PANTRY ON POPLAR ST | $2,000 |
| CARRY THE CROSS MINISTRIES | ||||||
| 5517 FREEMAN AVE | KANSAS CITY | KS | 66102 | NON PROFIT | GENERAL SUPPORT | $3,500 |
| WHATSOEVER CIRCLE COMMUNITY HOUSE | ||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | NON PROFIT | GENERAL SUPPORT | $3,500 |
| HOPE NETWORK | ||||||
| PO BOX 531 | MENOMONEE FALLS | WI | 53052 | NON PROFIT | GENERAL SUPPORT | $0 |
| CARE NET PREGNANCY CENTER OF MILWAUKEE | ||||||
| 4957 W FOND DU LAC AVE | MILWAUKEE | WI | 53216 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NON PROFIT | 2021 SEED FUND | $0 |
| FAMILY SHARING OF OZAUKEE COUNTY | ||||||
| 1002 OVERLAND COURT | GRAFTON | WI | 53024 | NON PROFIT | FOOD PANTRY | $2,000 |
| ADVOCATES OF OZAUKEE COUNTY | ||||||
| 885 BADGER CIR | GRAFTON | WI | 53024 | NON PROFIT | GENERAL SUPPORT | $3,000 |
| GREAT LAKES ADULT AND TEEN CHALLENGE | ||||||
| PO BOX 250771 | MILWAUKEE | WI | 53225 | NON PROFIT | FOR WOMENS CENTER PROJECT | $0 |
| FRIENDS OF THE CHILDREN PORTLAND | ||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NON PROFIT | GENERAL SUPPORT | $2,500 |
| KATHY'S HOUSE | ||||||
| 600 N 103RD ST | MILWAUKEE | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $0 |
| LA CAUSA INC | ||||||
| PO BOX 04188 | MILWAUKEE | WI | 532040188 | NON PROFIT | CRISIS NURSERY AND RESPITE CENTER | $2,500 |
| OLATHE POLICE FOUNDATION | ||||||
| 16454 S LOCUST ST | OLATHE | KS | 66062 | NON PROFIT | GENERAL SUPPORT | $5,000 |
| SLEEPYHEAD BEDS | ||||||
| 4741 CENTRAL 244 | KANSAS CITY | MO | 64112 | NON PROFIT | GENERAL SUPPORT | $1,000 |
| THE WHOLE PERSON | ||||||
| 3710 MAIN STREET | KANSAS CITY | MO | 64111 | NON PROFIT | GENERAL SUPPORT | $0 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| KOHLER ART CENTER | ||||||
| 608 NEW YORK AVE | SHEBOYBAN | WI | 53081 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER | ||||||
| 17 N KILLINGSWORTH CT | PORTLAND | OR | 97217 | NON PROFIT | GENERAL SUPPORT | $2,500 |
| OREGON FOOD BANK | ||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | NON PROFIT | GENERAL SUPPORT | $0 |
| THE GATHERING | ||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NON PROFIT | GENERAL SUPPORT | $2,500 |
| STEPS OF FAITH | ||||||
| 31 W 31ST STREET | KANSAS CITY | MO | 64108 | NON PROFIT | GENERAL SUPPORT | $0 |
| NOURISHKC | ||||||
| PO BOX 10337 | KANSAS CITY | MO | 64171 | NON PROFIT | GENERAL SUPPORT | $0 |
| MERCY CORPS | ||||||
| PO BOX 37800 | BOONE | IA | 50037 | NON PROFIT | SYRIA DISASTER RELIEF | $0 |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | NON PROFIT | WILD FIRE RELIEF | $0 |
| ROYAL ROSARIAN FOUNDATION | ||||||
| PO BOX 8956 | PORTLAND | OR | 97207 | NON PROFIT | FIELD TRIP PROGRAM | $2,000 |
| BENEDICT CENTER | ||||||
| 1849 N DR MARTIN LUTHER KING DR STE | MILWAUKEE | WI | 53204 | NON PROFIT | GENERAL NEEDS | $2,000 |
| BALLARD CENTER | ||||||
| PO BOX 7 | LAWRENCE | KS | 66044 | NON PROFIT | EDUCATION DEPT | $3,500 |
| WY PREGNACY CLINIC | ||||||
| PO BOX 12710 | KANSAS CITY | KS | 66112 | NON-PROFIT | GENERAL NEEDS | $1,000 |
| STARFISH | ||||||
| 134 CLAIRBORNE RD STE B | OLATHE | KS | 66062 | NON-PROFIT | GENERAL NEEDS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,028 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,608 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,608 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,940 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | NA | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RONALD CASTOR LC TAX | CategoryTxt |
| Amt | $500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CS 6754 | 2024-01 | Purchased | 2024-12 | $6 | $6 | $0 |
| CS 6754 | 2023-01 | Purchased | 2024-12 | $47,886 | $35,278 | $12,608 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB FIXED/FLOAT PERP PFD | $16,641 | $14,888 |
| HUBBELL | $9,852 | $9,805 |
| BALL | $10,032 | $9,913 |
| EQUIFAX | $14,650 | $14,661 |
| VERISIGN | $16,029 | $14,950 |
| XCEL ENERGY | $10,002 | $9,693 |
| RPM INTL | $10,016 | $9,801 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASB 5.875% PERPETUAL | $11,056 | $8,692 |
| ENBRIDGE 5.9491% FIXED/FLOAT | $6,910 | $11,850 |
| EQH A 5.25% PERP | $10,504 | $8,184 |
| MGR 5.875% 3/30/59 | $11,200 | $8,816 |
| ONB C 7% PERP | $11,460 | $9,880 |
| AMAZON.COM | $11,727 | $19,745 |
| CHURCH & DWIGHT | $2,734 | $3,141 |
| COSTCO WHOLESALE | $4,484 | $9,163 |
| LOWES COMPANIES | $2,958 | $9,872 |
| NIKE INC CL B | $6,843 | $4,919 |
| PEPSICO | $5,682 | $5,322 |
| AMETEK | $5,418 | $12,618 |
| AMPHENOL | $4,696 | $7,640 |
| BALL | $2,863 | $2,757 |
| BOEING | $1,716 | $1,770 |
| PTC INC | $7,855 | $14,710 |
| ROPER TECHNOLOGIES | $2,019 | $2,599 |
| RPM | $1,438 | $3,692 |
| ADYEN ADR | $2,624 | $2,932 |
| EQUIFAX | $763 | $7,646 |
| EVERTEC | $3,731 | $8,115 |
| FIDELITY NATL INFO | $1,956 | $6,462 |
| FISERV | $1,584 | $23,623 |
| GLOBAL PAYMENTS | $2,719 | $8,405 |
| INTUIT | $10,385 | $12,570 |
| MASTERCARD | $9,218 | $13,164 |
| PAYPAL HOLDINGS | $3,664 | $7,682 |
| VISA | $899 | $15,802 |
| ADOBE SYSTEMS | $292 | $6,670 |
| ADVANCED MICRO DEVICES | $362 | $3,624 |
| ALPHABET CL C | $810 | $17,140 |
| ANALOG DEVICES | $8,876 | $12,748 |
| APPLE | $1,409 | $11,269 |
| ASML HOLDINGS | $12,017 | $13,862 |
| BROADCOM | $7,663 | $16,229 |
| CROWDSTRIKE HOLDINGS | $3,146 | $5,132 |
| DATADOG | $2,230 | $2,858 |
| MICROSOFT | $1,058 | $18,968 |
| NVIDIA | $4,361 | $13,429 |
| SYNOPSYS | $2,685 | $9,707 |
| TYLER TECH | $5,525 | $5,766 |
| ZSCALER | $2,063 | $1,804 |
| ENERGY SELECT SECTOR SPDR | $4,437 | $12,849 |
| 10X GENOMICS | $2,025 | $718 |
| ABBOT LABS | $5,030 | $12,442 |
| ABBVIE | $5,752 | $9,774 |
| DANAHER | $12,320 | $12,625 |
| HOLOGIC | $2,567 | $7,209 |
| ILLUMINA | $2,273 | $2,673 |
| INTUITIVE SURGICAL | $5,847 | $10,439 |
| REPLIGEN | $6,780 | $4,318 |
| STRYKER | $1,531 | $9,001 |
| THERMO FISHER SCIENTIFIC | $13,315 | $13,006 |
| VEEVA SYSTEMS | $8,584 | $8,410 |
| AES CORP | $5,626 | $7,079 |
| AFFILIATED MANAGERS | $2,181 | $7,397 |
| CHARLES SCHWAB | $7,465 | $14,432 |
| JP MORGAN CHASE | $4,242 | $7,191 |
| PRINCIPAL FINL GROUP | $5,412 | $10,837 |
| SS&C TECHNOLOGIES | $6,370 | $12,125 |
| MERCANTILE BANK | $4,702 | $7,341 |
| PROPERTITY BANCSHARES | $4,579 | $4,521 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $67,524 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $66,905 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | -$3,118 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB MANAGEMENT FEES | CategoryTxt |
| Amt | $2,269 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB - FORIEGN TAX | CategoryTxt |
| Amt | $240 | Amt |
| Net Investment Income | $240 | NetInvestmentIncomeAmt |
Comments