JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349100720
- Schema version
- 2021v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T08:21:35-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571224592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMW & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 GLENWOOD SUITE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276368194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL AND JUDY CERWICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 9136486440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL A CERWICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9136486440 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | CERWICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A JEZAK | PreparerPersonNm |
| PTIN | P00731634 | PTIN |
| Phone | 9134994920 | PhoneNum |
| Preparation | 2022-05-03 | 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 | 2021 | 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 | $1,199,758 | 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 |
| Dividends Rev And Expnss | $22,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,013 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $421 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,608 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,608 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,753 | CashBOYAmt |
| Cash EOY | $8,369 | CashEOYAmt |
| Cash EOYFMV | $8,369 | CashEOYFMVAmt |
| Corporate Stock BOY | $902,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,178,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,178,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,330 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,007 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,007 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $934,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,199,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,199,758 | 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 | $934,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,199,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $934,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,199,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $934,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,199,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $934,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $289,562 | OtherIncreasesAmt |
| Subtotal | $1,199,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,199,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| KEURI DR PEPPER E INC | 2018-07-19 | 2021-05-05 | $14,324 | $7,964 | $6,360 | $6,360 |
| SHORT TERM COVERED | 2021-12-31 | $948 | $948 | $948 | ||
| LONG TERM COVERED | 2021-03-11 | $6,086 | $9,552 | -$3,466 | -$3,466 | |
| CAPITAL GAINS | 2021-12-31 | $169 | $169 | $169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,011 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $948 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $548 | 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 | $548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $278 | OverpaymentAmt |
| Applied To ES Tax | $278 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | JOEL A CERWICK | IndividualWithBooksNm |
| Phone | 9136486440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH L CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOEL A CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW H POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANTHONY J POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $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 |
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 | $1,064,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,064,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,064,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,048,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable Before Adj | $52,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,153 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,220 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,789 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,789 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50,722 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH L CERWICK | ContributingManagerNm |
| Contributing Manager | JOEL A CERWICK | 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 |
|---|---|---|---|---|---|---|---|
| MARTIN LUTHER ACADEMY | |||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $8,800 |
| BETHANY LUTHERAN SCHOOL (BETHANY CHRISTMAS FAMILIES) | |||||||
| 9101 LAMAR AVE | OVERLAND PARK | KS | 66207 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $3,000 |
| CHILD PROTECTION CENTER | |||||||
| 3101 BROADWAY ST 750 | KANSAS CITY | MO | 64111 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| RACHEL HOUSE RESOURCE HEALTH | |||||||
| 1260 NE WINDSOR DRIVE | LEE SUMMIT | MO | 64086 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| SALVATION ARMY - JOHNSON COUNTY FAMILY LODGE | |||||||
| 420 E SANTA FE | OLATHE | KS | 66061 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| AMETHYST PLACE | |||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| FISHERS OF MEN LUTHERAN CHURCH | |||||||
| 603 S TARNAVA STREET | PORT ISABEL | TX | 78578 | NONE | PC | GENDERAL OPERATING FUND - RELIGIOUS | $2,000 |
| WWI MUSEUM | |||||||
| 100 W 26TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| METROPOLITAN LUTHERAN MINISTRY | |||||||
| 3031 HOLMES STREET | KANSAS CITY | MO | 64109 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| CATHOLIC CHARITIES FOOD PANTRY | |||||||
| 9806 W 87TH STREET | OVERLAND PARK | KS | 66212 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $1,000 |
| TRINITY LUTHERAN CHURCH - EXPANSION PROGRAM | |||||||
| 5601 W 62ND STREET | MISSION | KS | 66202 | NONE | PC | GENDERAL OPERATING FUND - RELIGIOUS | $5,000 |
| HOUSE OF HOPE KC | |||||||
| 7044 ANTIOCH RD | OVERLAND PARK | KS | 66204 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| COLDWATER OF LEE'S SUMMIT | |||||||
| 1101 NE INDEPENDENCE AVE | LEE SUMMIT | MO | 66204 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| UNBOUND | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $1,000 |
| CAMP FOR KIDS | |||||||
| 5913 WOODSON RD 211 | MISSION | KS | 66202 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $1,000 |
| SUNFLOWER HOUSE | |||||||
| 15440 W 65TH STREET | SHAWNEE | KS | 66217 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $1,000 |
| RONALD MCDONALD HOUSE - KC | |||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $2,000 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | GENDERAL OPERATING FUND - CIVIC | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,013 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS EXEMPT FROM FILING UNDER KANSAS REGULATIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE FINANCE CDA CORP | $6,319 | $6,319 |
| AMERADA HESS CORP | $6,688 | $6,688 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $28,148 | $28,148 |
| ADR BP PLC | $7,989 | $7,989 |
| ADR RIO TINTO PLC | $5,021 | $5,021 |
| ADR ROYAL DUTCH SHELL PLC A SHARES | $8,680 | $8,680 |
| ALLSTATE CORP | $23,530 | $23,530 |
| APA CORP | $10,756 | $10,756 |
| AT&T INC | $7,380 | $7,380 |
| BAXTER INTL INC | $17,168 | $17,168 |
| CHEVRON CORP | $23,470 | $23,470 |
| CINCINNATI FINANCIAL CORP | $22,786 | $22,786 |
| CLOROX CO | $34,872 | $34,872 |
| COLGATE-PALMOLIVE CO | $34,136 | $34,136 |
| CONOCOPHILLIPS | $14,436 | $14,436 |
| COSTCO WHSL CORP | $113,540 | $113,540 |
| ELI LILLY & CO | $193,354 | $193,354 |
| EXXON-MOBIL CORP | $12,238 | $12,238 |
| GENERAL DYNAMICS CORP | $41,694 | $41,694 |
| GLAXO SMITHKLINE | $13,230 | $13,230 |
| HELMERICH & PAYNE INC | $11,850 | $11,850 |
| HESS CORP | $22,209 | $22,209 |
| HOLLYFRONTIER CORP | $13,112 | $13,112 |
| INTEL CORP | $25,750 | $25,750 |
| JOHNSON & JOHNSON | $17,107 | $17,107 |
| KELLOGG CO | $6,442 | $6,442 |
| KINDER MORGAN INC DEL | $15,860 | $15,860 |
| LIONS GATE ENTERTAINMENT CL A VOTING | $3,328 | $3,328 |
| LIONS GATE ENTERTAINMENT CL B NON-VOTING | $3,078 | $3,078 |
| MERCK & CO INC NEW | $22,992 | $22,992 |
| MICROSOFT CORP | $235,424 | $235,424 |
| ORGANON & CO | $914 | $914 |
| PEPSICO INC | $34,742 | $34,742 |
| PHILLIPS 66 | $7,246 | $7,246 |
| PITNEY BOWES INC | $3,315 | $3,315 |
| PROCTER & GAMBLE CO. | $32,716 | $32,716 |
| RAYTHEON TECHNOLOGIES CORP | $20,052 | $20,052 |
| SCHLUMBERGER LTD | $8,985 | $8,985 |
| SUNCOR ENERGY INC | $5,006 | $5,006 |
| VERIZON COMMUNICATIONS | $10,392 | $10,392 |
| WASTE MGMT INC. | $50,070 | $50,070 |
| BUFFALO INTERNATIONAL FUND INSTITUTIONAL CL | $15,364 | $15,364 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $841 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO FMV ADJUSTMENT | Desc |
| Amt | $289,562 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,096 | Amt |
| Net Investment Income | $5,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $91 | $91 | $0 | $0 |
| FEDERAL TAXES | $348 | $0 | $0 | $0 |
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