SPECTRUM HEALTH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPECTRUM HEALTH FOUNDATION INC (EIN 48-1160123)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-09
- IRS object ID
- 202501909349100700
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-09T08:43:57-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480787299 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINK GORDON ACCOUNTANTS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 KIMBALL AVE 400 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481160123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTRUM HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 3162104981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 STRONG AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY T APPL | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7854723186 | PhoneNum |
| Signature | 2025-07-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L GORDON | PreparerPersonNm |
| PTIN | P00366238 | PTIN |
| Phone | 7855370190 | PhoneNum |
| Preparation | 2025-07-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,325,288 | 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 | $1,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,037,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $281,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,198 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,944 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,944 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,690 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,479 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,361 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40,746 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,746 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,409 | CashBOYAmt |
| Cash EOY | $17,254 | CashEOYAmt |
| Cash EOYFMV | $17,254 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $153,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,291 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,144,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,342,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,896,502 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $382,331 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $302,404 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $328,241 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,707,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,745,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,325,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,707,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,745,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,707,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,745,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,707,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,745,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,707,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,450 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,745,190 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,745,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC - 15204 | P | $26 | $41 | -$15 | -$15 |
| RBC - 15248 | P | $55,782 | $32,242 | $23,540 | $23,540 |
| RBC - 15204 | P | $50,199 | $6,409 | $43,790 | $43,790 |
| RBC - 15251 | P | $52,331 | $52,881 | -$550 | -$550 |
| RBC - 15213 | P | $350 | $332 | $18 | $18 |
| RBC - 15251 | P | $99,346 | $65,373 | $33,973 | $33,973 |
| RBC - 15213 | P | $40,801 | $24,773 | $16,028 | $16,028 |
| CHARLES SCHWAB | P | $2,547 | $2,547 | $2,547 | |
| RBC - 15224 | P | $2,979 | $2,977 | $2 | $2 |
| CHARLES SCHWAB | P | $4,310 | $4,310 | $4,310 | |
| RBC - 15224 | P | $28,588 | $22,027 | $6,561 | $6,561 |
| RBC - 15231 | P | $59,757 | $62,380 | -$2,623 | -$2,623 |
| RBC - 15231 | P | $92,868 | $89,471 | $3,397 | $3,397 |
| RBC - 15233 | P | $49,931 | $48,619 | $1,312 | $1,312 |
| RBC - 15233 | P | $265,847 | $221,232 | $44,615 | $44,615 |
| RBC - 15239 | P | $25,203 | $28,421 | -$3,218 | -$3,218 |
| RBC - 15239 | P | $166,690 | $132,482 | $34,208 | $34,208 |
| RBC - 15245 | P | $123 | $112 | $11 | $11 |
| RBC - 15245 | P | $17,776 | $13,487 | $4,289 | $4,289 |
| RBC - 15248 | P | $21,347 | $21,638 | -$291 | -$291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,118 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,807 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,113 | SubtotalAmt |
| Tax Based On Investment Income | $3,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $1,628 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | 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 |
| Individual With Books | ALLISON A STEWART | IndividualWithBooksNm |
| Phone | 9138312979 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 STRONG AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLAY T APPL | ||||||||
| 4247 N WESTLAKE CT | BEL AIRE | KS | 67220 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ALLISON A STEWART | ||||||||
| 510 E 4TH AVE | BELLE PLAINE | KS | 67013 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CORY M APPL | ||||||||
| 9430 HURRELBRINK RD | KANSAS CITY | KS | 66109 | TREASURER | 1.00 | $0 | $0 | $0 |
| BRADLEY APPL | ||||||||
| 4309 W 93RD ST | PRAIRIE VILLAGE | KS | 66207 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GUNNAR J APPL | ||||||||
| 21429 W 47TH CT | SHAWNEE | KS | 66218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,141,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,274,429 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,274,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,210,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,113 | TotalTaxAmt |
| Distributable Before Adj | $207,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $207,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,403 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,528 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $186,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $186,528 | UndistributedIncomePYAmt |
| Qualifying Distributions | $186,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $186,528 | AppliedToYear1Amt |
| Undistributed Income CY | $207,403 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BELLE PLAINE METHODIST CHURCH | |||||
| 124 E 10TH AVE | BELLE PLAINE | KS | 67013 | LOCAL CHURCH | $5,000 |
| CAMP ENCOURAGE | |||||
| 4025 CENTRAL ST | KANSAS CITY | MO | 64111 | YOUTH WITH AUTISM | $8,000 |
| CATHOLIC CHARITIES | |||||
| 4374 N TOPEKA | WICHITA | KS | 67202 | COUNSELING & SUPPORT | $3,000 |
| CENTRAL AVENUE CENTER OF HOPE | |||||
| 11 N 15TH ST | KANSAS CITY | KS | 66102 | PROVIDE MEALS | $10,000 |
| GUADALUPE CLINIC | |||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | NECESSITIES OF NEEDY | $3,000 |
| INCLUSION CONNECTIONS | |||||
| 2073 E SANTA FE ST | OLATHE | KS | 66062 | DEVELOPMENTAL DISABILITY SUPPORT | $4,305 |
| JOY MEADOWS INC | |||||
| 12400 170TH ST | LINWOOD | KS | 66052 | FOSTER CARE SERVICES | $5,000 |
| KANSAS FOOD BANK | |||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | PROVIDE MEALS | $5,000 |
| KANSAS HONOR FLIGHT | |||||
| PO BOX 2371 | HUTCHINSON | KS | 67504 | VETERAN SUPPORT | $6,308 |
| KAPAUN MT CARMEL | |||||
| 8506 E CENTRAL | WICHITA | KS | 67206 | EDUCATIONAL COST | $3,000 |
| MOTHER TERESA CHARITABLE TRUST | |||||
| 13095 S MER-LEN SUITE 100 | OLATHE | KS | 66062 | HELP ORPHAN CHILDREN | $50,000 |
| REEDSPORT VOLUNTEER FIRE DEPARTMENT | |||||
| 124 NORTH FOURTH | REEDSPORT | OR | 97467 | PROVIDE SUPPORT | $10,000 |
| RESURRECTION CATHOLIC SCHOOL | |||||
| 4900 N WOODLAWN RD | BEL AIRE | KS | 67220 | NON-PUBLIC ELEMENTARY SCHOOL | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||
| 551 N HILLSIDE STE 100 | WICHITA | KS | 67214 | SUPPORT OF HOSPITALIZED CHILDREN | $3,000 |
| ST ANTHONY'S CATHOLIC CHURCH | |||||
| 210 N B ST | WELLINGTON | KS | 67152 | LOCAL CHURCH | $3,305 |
| ST PAUL UNIVERSITY PARISH | |||||
| 1810 N ROOSEVELT ST | WICHITA | KS | 67208 | LOCAL CHURCH | $5,000 |
| THE LORD'S DINER | |||||
| 520 N BROADWAY | WICHITA | KS | 67214 | PROVIDE DAILY MEALS | $14,000 |
| VALLEY RIDGE ELDER CARE | |||||
| 860 N WOODLAWN RD | BELLE PLAINE | KS | 67013 | PROVIDE SUPPORT | $2,000 |
| WELLINGTON CHRISTIAN ACADEMY | |||||
| 205 N HOOVER RD | WELLINGTON | KS | 67152 | EDUCATIONAL COST | $10,000 |
| WELLNESS FOR AFRICA INC | |||||
| 8820 MONROVIA ST | LENEXA | KS | 66285 | PROVIDE SUPPORT | $7,305 |
| KANSAS BIG BROTHERS AND BIG SISTERS | |||||
| PO BOX 48109 | WICHITA | KS | 67201 | SUPPORT OF CHILDREN | $2,000 |
| ST JUDE'S CHILDRENS RESEARCH | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | SUPPORT OF HOSPITALIZED CHILDREN | $5,000 |
| ST FRANCIS DE SALES CHURCH | |||||
| 900 IDA ST | LANSING | KS | 66043 | LOCAL CHURCH | $7,305 |
| DUO DOGS INC | |||||
| 10955 LINPAGE PLACE | ST LOUIS | MO | 63132 | SERVICE DOG TRAINING | $5,000 |
| HEART OF THE NATION | |||||
| 1205 S 70TH ST STE 700 | MILWAUKEE | WI | 53214 | CHURCH BROADCASTING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,528 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,447 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $67,633 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $212,118 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $281,198 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,198 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,690 | Amt |
| Net Investment Income | $3,690 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - EQUITIES | $95,187 | $114,617 |
| RBC - LOOMIS SAYLES - EQUITIES | $408,818 | $976,787 |
| RBC - RIVERBRIDGE ALL - EQUITIES | $268,256 | $705,860 |
| RBC - BAHL GAYNOR - EQUITIES | $135,858 | $213,763 |
| RBC - CAMBIAR - EQUITIES | $164,861 | $176,872 |
| RBC - ANCHOR BALANCED - EQUITIES | $118,083 | $159,293 |
| RBC - CAPITAL WORLD - EQUITIES | $493,261 | $608,128 |
| RBC - LONDON EQUITY - EQUITIES | $312,608 | $477,001 |
| RBC - PRINCIPAL MID - EQUITIES | $63,366 | $70,284 |
| RBC - ANCHOR MID-CAP - EQUITIES | $281,943 | $393,897 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - EXCHG TRADED FUNDS | $30,380 | $51,313 |
| CHARLES SCHWAB - REIT | ||
| CHARLES SCHWAB - FIXED INCOME | ||
| RBC - BAHL GAYNOR - REAL ASSETS | $6,670 | $5,961 |
| RBC - ANCHOR BAL - EXCHANGE PRODUCTS | $113,439 | $112,831 |
| RBC - ANCHOR BAL - REAL ASSETS | $8,770 | $9,196 |
| RBC - CAPITAL WORLD - REAL ASSETS | $31,282 | $34,127 |
| RBC - LONDON EQUITY - REAL ASSETS | $11,476 | $8,985 |
| RBC - ANCHOR MID CAP - FIXED INCOME | $19,879 | $19,820 |
| RBC - ANCHOR MID CAP - REAL ASSETS | $30,508 | $36,008 |
| ALTERNATE INVESTMENT | $50,000 | $50,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,944 | LegalFeesAmt |
| Net Investment Income | $3,944 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $34,848 | $34,848 |
| INSURANCE | $5,878 | $5,878 |
| BANK CHARGES | $20 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL REPORT FEE | $80 | $80 |
| ESTIMATED TAXES | $1,399 | $1,399 |
Comments