LOUIS W BAEHR & DOLPHA BAEHR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS W BAEHR & DOLPHA BAEHR FOUNDATION (EIN 48-6129741)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-08-24
- IRS object ID
- 202202369349101200
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-24T14:10:18-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480894999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGLER & GAEDDERT CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1020 | AddressLine1Txt |
| City | OTTAWA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486129741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS W BAEHR AND DOLPHA BAEHR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAEH | BusinessNameControlTxt |
| Phone | 9132943811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST OPTION TRUST DEPT PO BOX B | AddressLine1Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST OPTION BANK TRUST DEPT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9132592110 | PhoneNum |
| Signature | 2022-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FIRST | PersonFirstNm |
| Person Last | OPTION BANK TRUST DE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCILLE L HINDERLITER CPA | PreparerPersonNm |
| PTIN | P00031530 | PTIN |
| Phone | 7852423170 | PhoneNum |
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 | $6,177,612 | 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 | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $260,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,617,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,915 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,891 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,260 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,631 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,015 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $794 | CashBOYAmt |
| Cash EOY | $3,160 | CashEOYAmt |
| Cash EOYFMV | $3,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $556,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,149 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $80 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $34 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,861,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,124,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,004,270 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,418,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,297,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,177,612 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $4,960 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,960 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,528,610 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,496,351 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,110,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,203,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,418,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,292,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,418,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,297,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,418,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,292,475 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,292,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 1995-02-15 | 2021-05-20 | $689,812 | $623,032 | $66,780 | $66,780 | |
| PUBLICLY TRADED SECURITIES | 2021-01-20 | 2021-06-07 | $1,802,197 | $2,027,126 | -$224,929 | -$224,929 | |
| CAPITAL GAINS DIVIDENDS | $125,890 | $125,890 | $125,890 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,914 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,914 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | 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 | $9,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,086 | OverpaymentAmt |
| Applied To ES Tax | $4,000 | AppliedToESTaxAmt |
| Refund | $2,086 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST OPTION BANK TRUST DEPT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132592110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 BAPTISTE DR | AddressLine1Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | 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 | FIRST OPTION BANK TRUST DEPT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX B | AddressLine1Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $103,891 | 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 | $6,735,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,932,186 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,932,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,828,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $341,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $341,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,914 | TotalTaxAmt |
| Distributable Before Adj | $338,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $338,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,396 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,950 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,950 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,446 | 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 | $60,050 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARITABLE FOUNDATIONS FIRST OPTION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN KERI PETERSON TRUST OFFICER PO | AddressLine1Txt |
| Address Line2 | BOX B 702 BAPTISTE DR | AddressLine2Txt |
| City | PAOLA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9132949222 | RecipientPhoneNum |
| Recipient Email Address | KPETERSON@FIRSTOPTIONBANK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION AND GUIDELINES ARE AVAILABLE AT: WWW.FIRSTOPTIONBANK.COM/ ABOUT-US/TRUSTEED-FOUNDATIONS/APPLICATION-GUIDELINES/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS MUST BE RECEIVED BEFORE MARCH 1 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | ENTITIES APPLYING MUST QUALIFY FOR TAX EXEMPT STATUS UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE AS PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF LIBRARY DISTRICT #2 OF LINN COUNTY- LACYGNE | ||||||
| 209 NORTH BROADWAY | LACYGNE | KS | 66040 | PC | SUMMER READING PROGRAM | $9,840 |
| GIRL SCOUTS OF NE KS AND NW MO INC | ||||||
| 8383 BLUE PARKWAY | KANSAS CITY | MO | 64133 | PC | PROGRAMS/SUPPLIES | $500 |
| HEART OF AMERICA COUNCIL BOYS SCOUTS OF AMER | ||||||
| 10210 HOLMES ROAD | KANSAS CITY | MO | 64131 | PC | EVENT FEES/CAMPING | $500 |
| KANSAS UNIVERSITY ENDOWMENT ASSN | ||||||
| 1120 WEST 11TH STREET | LAWRRENCE | KS | 66044 | PC | AUDIO READER PROGRAM | $5,000 |
| LAKEMARY CENTER INC | ||||||
| 100 LAKEMARY DRIVE | PAOLA | KS | 66071 | PC | SMARTBOARDS | $78,750 |
| LIFE SPRING CHURCH | ||||||
| 206 NORTH WEBSTER | SPRING HILL | KS | 66083 | PC | BACKPACK PROGRAM | $1,500 |
| MIAMI COUNTY 4H FOUNDATION | ||||||
| 104 SOUTH BRAYMAN | PAOLA | KS | 66071 | PC | EVENT FEES/SUPPLIES | $2,500 |
| MIAMI COUNTY CANCER FOUNDATION | ||||||
| 907 N PEARL STE 6 | PAOLA | KS | 66071 | PC | GIFT CARDS/SUPPLIES | $10,000 |
| MIAMI COUNTY MEDICAL CENTER INC | ||||||
| 20375 WEST 151ST SUITE 363 | PAOLA | KS | 66071 | PC | MRI MACHINE | $30,000 |
| MIAMI COUNTY KANSAS SHERIFF'S OFFICE | ||||||
| 209 SOUTH PEARL | PAOLA | KS | 66071 | GOV | FACE SHIELDS | $4,500 |
| MY FATHERS HOUSE COMMUNITY SERVICES INC | ||||||
| 1004 NORTH PEARL | PAOLA | KS | 66071 | PC | HVAC | $55,000 |
| PAOLA YOUTH BASEBALL INC | ||||||
| 33105 HARMONY RD | PAOLA | KS | 66071 | PC | EQUIPMENT | $10,800 |
| PRAIRIE VIEW EDUCATIONAL FOUNDATION | ||||||
| 13799 KS HWY 152 | LACYGNE | KS | 66040 | PC | TEACHER GRANTS | $3,125 |
| SALVATION ARMY | ||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | PC | FOOD | $3,000 |
| USD # 368 | ||||||
| 401 N ANGELA | PAOLA | KS | 66071 | GOV | PANTHER ROBOTICS EVENT FEES/EQUIPMENT | $8,000 |
| USD # 368 ENDOWMENT ASSOCIATION SOS PROGRAM | ||||||
| 1115 EAST 303RD ST | PAOLA | KS | 66071 | GOV | SOS BACK TO SCHOOL PROGRAM | $3,000 |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | ||||||
| 7095 W 399TH STREET | LACYGNE | KS | 66040 | PC | CAMP FOR MIAMI COUNTY CHILDREN | $10,000 |
| SPRING HILL EDUCATION FOUNDATION | ||||||
| 101 E SOUTH STREET | SPRING HILL | KS | 66083 | PC | BOOK VENDING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,015 | 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 | $58 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,656 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS CONVERTIBLE & HIGH INCOME FD | $208,390 | $248,385 |
| COHEN & STEERS QUAL INC REALTY | $119,846 | $186,949 |
| COHEN & STEERS CLD END OPPORT | $220,382 | $224,790 |
| GUGGENHEIM STRATEGIC OPPOR | $138,671 | $130,155 |
| PIMCO CORPORATE OPPR FD | $149,697 | $124,102 |
| ARK INNOVATION ETF | $231,707 | $115,893 |
| FIDELITY INTL CAP APPREC | $248,948 | $245,822 |
| FRANKLIN INTL GROWTH ADV | $186,066 | $161,896 |
| AMERICAN FUNDS SMALLCAP WORLD FD CL F-3 | $217,613 | $160,840 |
| VANGUARD TOTAL INTL STOCK INDEX ADM | $319,288 | $335,511 |
| VANGUARD 500 INDEX ADM | $235,181 | $339,589 |
| BROWN ADVISORY SUSTAINABLE GROWTH I | $190,096 | $176,183 |
| BUFFALO DISCOVERY FUND | $287,301 | $246,330 |
| INVESCO QQQ TRUST | $107,913 | $93,975 |
| MFS MASSACHUSETTS INVS GROWTH STK CL I | $241,988 | $251,823 |
| DODGE & COX STOCK | $204,891 | $254,539 |
| FIDELITY LARGE CAP VALUE ENH INDEX FD | $205,351 | $178,710 |
| PIMCO INFLATION RESPONSE MULTIASSET | $200,270 | $205,475 |
| VANGUARD MID CAP INDEX ADM | $310,250 | $345,848 |
| VIRTUS MID-CAP VALUE | $184,118 | $174,070 |
| VANGUARD SMALL CAP VALUE ADM | $336,969 | $358,018 |
| BLACKROCK HIGH YIELD BD PORTFOLIO INSTL | $188,017 | $190,091 |
| COLUMBIA TOTAL RETURN BOND ADM | $350,993 | $304,847 |
| DOUBLELINE LOW DURATION BOND I | $204,283 | $197,578 |
| AAM/HIMCO SHORT DURATION I | $68,636 | $67,563 |
| MFS EMERGING MARKETS DEBT I | $288,702 | $239,797 |
| PIMCO INTL BOND FD | $275,429 | $255,301 |
| PIMCO HIGH INCOME FUND | $203,096 | $190,190 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $34 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,807 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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