PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202221889349100017
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-07T13:29:10-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260010862PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RONALD CASTOR LCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114221 METCALF AVE STE 200AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66223ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760476424EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PALMER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPALMBusinessNameControlTxt
Phone2623777976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11952 MAPLE ROADAddressLine1Txt
CityGRAFTONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMIE PALMERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2623777976PhoneNum
Signature2022-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMIEPersonFirstNm
Person LastPALMERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRonald CastorPreparerPersonNm
PTINP00394187PTIN
Phone9134699113PhoneNum
Preparation2022-07-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$864,622FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,841InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,841InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,854DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,854DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$127,263NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$337,442GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,263CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,009NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$4,187OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$149,145TotalRevAndExpnssAmt
Total Net Invst Incm$144,958TotalNetInvstIncmAmt
Total Adj Net Incm$3,009TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$497AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$498AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,582OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,582OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$194TaxesRevAndExpnssAmt
Taxes Net Invst Incm$194TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,771TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,273TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$498TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,771TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,273TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,498TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$79,374ExcessRevenueOverExpensesAmt
Net Investment Income$141,685NetInvestmentIncomeAmt
Adjusted Net Income$3,009AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,187CashBOYAmt
Cash EOY$4,587CashEOYAmt
Cash EOYFMV$4,587CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$30,184USGovernmentObligationsBOYAmt
US Government Obligations EOY$27,500USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$27,500USGovtObligationsEOYFMVAmt
Corporate Stock BOY$383,454CorporateStockBOYAmt
Corporate Stock EOY$330,175CorporateStockEOYAmt
Corporate Stock EOYFMV$600,003CorporateStockEOYFMVAmt
Corporate Bonds BOY$83,617CorporateBondsBOYAmt
Corporate Bonds EOY$230,633CorporateBondsEOYAmt
Corporate Bonds EOYFMV$232,532CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$12,079OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$513,521TotalAssetsBOYAmt
Total Assets EOY$592,895TotalAssetsEOYAmt
Total Assets EOYFMV$864,622TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$513,517CapitalStockBOYAmt
Capital Stock EOY$592,895CapitalStockEOYAmt
Retained Earning BOY$4RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$513,521TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$592,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$513,521TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$592,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$513,521TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$79,374ExcessRevenueOverExpensesAmt
Subtotal$592,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$592,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CS 6754P2020-01-012021-12-31$283,220$0$158,966$124,254$0$0$0$124,254
CS 6754P2021-01-012021-12-31$54,222$0$51,213$3,009$0$0$0$3,009
FieldValueIRS element (for citing)
Capital Gain Net Income$127,263CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,009NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,969InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,969SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,969TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$53EsPenaltyAmt
Tax Due$2,022TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEAN GALVINIndividualWithBooksNm
Phone2623777976PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11952 MAPLE ROADAddressLine1Txt
CityGRAFTONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN GALVIN
1952 MAPLE RDGRAFTONWI53024PRESIDENT0.00$0$0$0
JAMES PALMER
1270 E SHERIDAN BRIDGE LANEOLATHEKS66062TREASURER0.00$0$0$0
MICHAEL GALVIN
1952 MAPLE RSGRAFTONWI53024VP0.00$0$0$0
JENNIFER CLEMENT
101 W ZEDLER LANEMEQUONWI53092DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$846,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,137AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$864,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$864,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,969CashDeemedCharitableAmt
Net Vl Noncharitable Assets$851,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,583MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,583MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,969TaxBasedOnInvestmentIncomeAmt
Total Tax$1,969TotalTaxAmt
Distributable Before Adj$40,614DistributableBeforeAdjAmt
Distributable Before Ded$40,614DistributableBeforeDedAmt
Distributable As Adjusted$40,614DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,498ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$66,498QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,614DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,618ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,307ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,128ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,798ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$62,998ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$169,849TotalExcessDistributionCyovAmt
Qualifying Distributions$66,498QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$66,498RemainingDistriFromCorpusAmt
Total Corpus$236,347TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,614UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,618ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$212,729ExcessDistriCyovToNextYrAmt
Excess From Year4$30,307ExcessFromYear4Amt
Excess From Year3$24,128ExcessFromYear3Amt
Excess From Year2$28,798ExcessFromYear2Amt
Excess From Year1$62,998ExcessFromYear1Amt
Excess From Current Year$66,498ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAMARITANS PURSE
PO BOX 3000BOONENC28607NON PROFITGENERAL SUPPORT$5,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063NON PROFITCOVID HUNGER CRISIS$3,000
SALVATION ARMY MILWAUKEE CTY
11315 W WATERTOWN PLANK RDWAUWATOSAWI53226NON PROFITSHELTER/FOOD PANTRIES$4,000
MILWAUKEE RESCUE MISSION
830 N 19TH STREETMILWAUKEEWI53233NON PROFITSAFE HARBOR/JOY HOUSE$4,000
ALZHEIMERS ASSOC WI CHAPTER
620 S 76ST STE 160MILWAUKEEWI53214NON PROFITCARE AND SUPPORT$1,000
KINDNESS CONNECTION
8445 W 113TH STOVERLAND PARKKS66210NON PROFITGENERAL SUPPORT$4,000
OLATHE PREGNANCY CLINIC
1313 E SANTA FEOLATHEKS66061NON PROFITGENERAL SUPPORT$2,000
THE HEALING CHAIR
12608 SHERWOOD DRIVELEAWOODKS66061NON PROFITFUNDS TO KANSAS CITY DIVISION$2,000
OVERLAND PARK POLICE OFFICER FOUNDATION
9240 GLENWOOD ST SUITE AOVERLAND PARKKS66212NON PROFITFOR SHOP WITH A COP PROGRAM$2,000
PROJECT LEMONADE
1008 LLOYD CENTERPORTLANDOR97296NON PROFITGENERAL SUPPORT$3,500
CATHOLIC CHARITIES OF NORTHEAST KANSAS
9720 W 87TH STOVERLAND PARKKS66212NON PROFITFOR EMERGENCY ASSISTANCECENTER AND FOOD PANTRY ON POPLAR ST$2,000
CARRY THE CROSS MINISTRIES
5517 FREEMAN AVEKANSAS CITYKS66102NON PROFITGENERAL SUPPORT$3,500
WHATSOEVER CIRCLE COMMUNITY HOUSE
1201 EWING AVEKANSAS CITYMO64126NON PROFITGENERAL SUPPORT$3,500
HOPE NETWORK
PO BOX 531MENOMONEE FALLSWI53052NON PROFITGENERAL SUPPORT$1,500
CARE NET PREGNANCY CENTER OF MILWAUKEE
4957 W FOND DU LAC AVEMILWAUKEEWI53216NON PROFITGENERAL SUPPORT$2,000
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920NON PROFIT2021 SEED FUND$1,000
FAMILY SHARING OF OZAUKEE COUNTY
1002 OVERLAND COURTGRAFTONWI53024NON PROFITFOOD PANTRY$2,000
ADVOCATES OF OZAUKEE COUNTY
885 BADGER CIRGRAFTONWI53024NON PROFITGENERAL SUPPORT$2,500
GREAT LAKES ADULT AND TEEN CHALLENGE
PO BOX 250771MILWAUKEEWI53225NON PROFITFOR WOMEN'S CENTER PROJECT$2,000
FRIENDS OF THE CHILDREN PORTLAND
44 NE MORRIS STPORTLANDOR97212NON PROFITGENERAL SUPPORT$3,500
KATHY'S HOUSE
600 N 103RD STMILWAUKEEWI53226NON PROFITGENERAL SUPPORT$3,500
LA CAUSA INC
PO BOX 04188MILWAUKEEWI532040188NON PROFITCRISIS NURSERY AND RESPITE CENTER$3,500
OLATHE POLICE FOUNDATION
16454 S LOCUST STOLATHEKS66062NON PROFITGENERAL SUPPORT$2,000
SLEEPYHEAD BEDS
4741 CENTRAL 244KANSAS CITYMO64112NON PROFITGENERAL SUPPORT$1,000
THE WHOLE PERSON
3710 MAIN STREETKANSAS CITYMO64111NON PROFITGENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,841ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,854ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,263ExclusionAmt
Related Or Exempt Function Incm$127,263RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$144,958ExclusionAmt
Related Or Exempt Function Incm$127,263RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$272,221TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberNALineNumberTxt
Relationship StatementNARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLULLOFF LEBEN & TAYLOR LLC TAXCategoryTxt
Amt$995Amt
Net Investment Income$497NetInvestmentIncomeAmt
Disbursements Charitable Prps$498DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDtSales ExpenseSalesExpenseAmt
CS 6754Purchased2021-12$283,220$158,852$124,368
CS 6754Purchased2021-12$54,222$2,8952021-01$51,327

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Revenue And Expenses Per Books$4,187RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHWAB MANAGEMENT FEESCategoryTxt
Amt$2,582Amt
Net Investment Income$2,582NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySCHWAB - FORIEGN TAXCategoryTxt
Amt$194Amt
Net Investment Income$194NetInvestmentIncomeAmt

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