GOPPERT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GOPPERT FOUNDATION (EIN 44-6013933)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-09
- IRS object ID
- 202200689349100810
- Schema version
- 2020v4.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-09T14:19:33-08:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 486113427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOPPERT FINANCIAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 HOLMES RD STE 222 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446013933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Goppert Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOPP | BusinessNameControlTxt |
| Phone | 8169427595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Circle North Ste B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Goppert | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2022-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Goppert | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas A Goppert | PreparerPersonNm |
| SSN | XXX-XX-XXXX | SSN |
| Phone | 8169427595 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,836,570 | 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 | $284,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $284,962 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $284,962 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,167,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,167,362 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,167,362 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,114 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $357,114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,809,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,809,438 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,452,324 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,050 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,555 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,278 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,277 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $336,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,050 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $168,049 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,287 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $6,886 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,886 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $22,033 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,017 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,016 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $19 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $10 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,621 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $427,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $198,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,022 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,613,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,613,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,041,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $198,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,805,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,610,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,452,324 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,442,244 | CashBOYAmt |
| Cash EOY | $1,423,844 | CashEOYAmt |
| Cash EOYFMV | $1,423,844 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,878,675 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,715,486 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,327,246 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,412,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,412,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,535,561 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,639,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,610,526 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,492,941 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,207 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $20,094 | LandBOYAmt |
| Land EOY | $13,207 | LandEOYAmt |
| Land EOYFMV | $13,207 | LandEOYFMVAmt |
| Other Assets BOY | $7,803 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,771 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,401,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,175,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,836,570 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $6,484 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $6,484 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $31,736,683 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $31,736,683 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,664,388 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,432,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,401,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,169,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,401,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,175,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,401,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,683 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,169,388 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,169,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,286 | SubtotalAmt |
| Tax Based On Investment Income | $36,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,803 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,803 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $6,483 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Goppert | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169427595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Circle north Ste B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | 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 | Yes (true) | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Thomas Goppert | ||||||
| 292 N Winnebago Drive | Lake Winnebago | MO | 64034 | Chairman | 16.00 | $0 |
| Autumn Markley | ||||||
| 200 Unity Circle Suite B | Lees Summit | MO | 64086 | President | 25.00 | $0 |
| M Charles Kellogg | ||||||
| 200 Unity Circle Suite B | Lees Summit | MO | 64086 | Vice President | 4.00 | $4,400 |
| Corey Strider | ||||||
| 200 Unity Circle Suite B | Lees Summit | MO | 64086 | Secretary | 2.00 | $0 |
| Carolyn Kellogg | ||||||
| 200 Unity Circle Suite B | Lees Summit | MO | 64086 | Director | 1.00 | $4,400 |
| Billy Campbell | ||||||
| 200 Unity Circle Suite B | Lees Summit | MO | 64086 | Director | 1.00 | $3,300 |
| Richard D Goppert Deceased | ||||||
| 200 Unity Circle Suite B | Lees Summit | MO | 64086 | Director | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Charles Schwab | |||||
| 211 Main St | San Francisco | CA | 94105 | Investor Services | $163,059 |
| Goppert Financial Corp | |||||
| 200 Unity Cirle North Suite B | Lees Summit | MO | 64086 | Management Services | $173,040 |
| Pathway Financial Management Services | |||||
| 1221 W 103rd st | Kansas City | MO | 64114 | Appraisal Services | $8,755 |
| Philadelphia Insurance | |||||
| One Bala Plaza Suite 100 | Bala Cynwyd | PA | 19004 | Insurance | $1,676 |
| Charles Schwab | |||||
| 211 Main St | San Francisco | CA | 94105 | Foreign Tax on Investment | $1,676 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,659,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,226,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,180 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,903,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $57,903,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $868,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,035,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,851,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,851,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,286 | TotalTaxAmt |
| Distributable Before Adj | $2,815,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,815,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,815,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,805,922 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,805,922 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,805,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,815,471 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $62,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $44,892 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $107,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,805,922 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,805,922 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,549 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,549 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,902 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $97,902 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,010 | ExcessFromYear4Amt |
| Excess From Year2 | $44,892 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Autumn Markley - President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Circle North - Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8169427595 | RecipientPhoneNum |
| Recipient Email Address | Autumn.Markley@goppertfoundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Formal written request, include 501(c)(3) status verification | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(c)(3)ONLY - Charities in Eastern KS or Western MO: medical facilities, community betterment, education | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached 32 recipients | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Cir North Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 501(c)(3) | GrantOrContributionPurposeTxt |
| Amt | $2,613,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,613,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached 14 recipients | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Unity Cir North Suite B | AddressLine1Txt |
| City | Lees Summit | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 501(c)(3) | GrantOrContributionPurposeTxt |
| Amt | $1,883,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,883,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,962 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,167,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $357,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,809,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,809,438 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Charles Schwab | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $27,610,526 | BookValueAmt |
| EOYFMV | $46,492,941 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Machinery and Equipment | $1,696 | $1,696 | $1,696 |
| Improvements | $11,511 | $11,511 | $11,511 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Pathway Financial Management | CategoryTxt |
| Legal Fees | $8,555 | LegalFeesAmt |
| Net Investment Income | $4,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,277 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax on Schwab | $3,012 | $1,506 | $1,506 |
| IT/Misc | $554 | $277 | $277 |
| Liability Insurance | $1,676 | $838 | $838 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Charles Schwab Fees | $163,059 | $81,530 | $0 | $81,529 |
| Reimbursment Fees | $173,040 | $86,520 | $0 | $86,520 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax | CategoryTxt |
| Amt | $36,287 | Amt |
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