MINNESOTA PRAIRIE WIND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA PRAIRIE WIND FOUNDATION (EIN 82-1338792)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-01
- IRS object ID
- 202121219349100102
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-01T08:00:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480962626 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821338792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA PRAIRIE WIND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 9136207704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8142 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE NOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9136207704 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS L NELSON | PreparerPersonNm |
| PTIN | P00013354 | PTIN |
| Phone | 8167608466 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,434,805 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $63,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $684,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,200 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 | $14,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,138 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,138 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,974 | CashBOYAmt |
| Cash EOY | $17,974 | CashEOYAmt |
| Cash EOYFMV | $17,974 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $82,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,134 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,756,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,554,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,032,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,197,001 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,151,608 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,225,516 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,069,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,882,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,434,805 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,069,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,882,788 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,069,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,882,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,069,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,882,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,069,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $577 | OtherIncreasesAmt |
| Subtotal | $2,882,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,882,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4535.458 COMMERCE BOND FUND FUND #333 | 2017-06-23 | 2020-03-06 | $96,515 | $91,253 | $5,262 | $5,262 | |
| 690.527 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2017-08-07 | 2020-03-06 | $11,145 | $14,322 | -$3,177 | -$3,177 | |
| 250. ISHARES RUSSELL MIDCAP VALUE ETF | 2018-10-31 | 2020-03-06 | $20,640 | $21,098 | -$458 | -$458 | |
| 1527.266 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-08-07 | 2020-03-06 | $27,338 | $27,799 | -$461 | -$461 | |
| 1576.743 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-08-07 | 2020-03-06 | $15,610 | $17,218 | -$1,608 | -$1,608 | |
| 1415.336 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2017-06-23 | 2020-03-06 | $14,819 | $13,927 | $892 | $892 | |
| 911.812 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2017-08-07 | 2020-03-16 | $10,960 | $18,911 | -$7,951 | -$7,951 | |
| 2042.681 DFA US LARGE CAP VALUE PORTFOLIO | 2017-08-07 | 2020-03-16 | $51,026 | $76,723 | -$25,697 | -$25,697 | |
| 4100.142 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2018-10-31 | 2020-03-16 | $57,238 | $78,479 | -$21,241 | -$21,241 | |
| 4780.069 BLACKROCK HIGH YIELD PORTFOLIO - K | 2017-08-07 | 2020-03-23 | $28,585 | $37,524 | -$8,939 | -$8,939 | |
| 1529.611 COHEN & STEERS PREFERRED SECURITIES & INCOME FUND F | 2017-08-07 | 2020-03-23 | $16,596 | $21,889 | -$5,293 | -$5,293 | |
| 4222.414 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2019-01-28 | 2020-03-23 | $48,516 | $79,580 | -$31,064 | -$31,064 | |
| 766.345 FIDELITY NEW MARKETS INCOME FUND Z | 2019-03-21 | 2020-03-23 | $9,311 | $12,531 | -$3,220 | -$3,220 | |
| 1410.524 HARTFORD FLOATING RATE FUND-F | 2019-03-14 | 2020-03-23 | $9,281 | $12,267 | -$2,986 | -$2,986 | |
| 1327.992 PIMCO EMERGING MARKETS BOND FUND INS | 2017-06-21 | 2020-03-23 | $11,593 | $13,984 | -$2,391 | -$2,391 | |
| 4346.199 DFA US TARGETED VALUE PORTFOLIO | 2019-01-28 | 2020-03-27 | $60,325 | $100,329 | -$40,004 | -$40,004 | |
| 2298.075 GATEWAY FUND N | 2017-06-21 | 2020-09-15 | $80,111 | $74,228 | $5,883 | $5,883 | |
| 1165.148 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2019-01-28 | 2020-09-15 | $52,665 | $32,582 | $20,083 | $20,083 | |
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P | |||||
| CAPITAL GAIN DIVIDENDS | $62,269 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$60,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,828 | OverpaymentAmt |
| Applied To ES Tax | $3,828 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE NOLL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9136207704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8142 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE NOLL | ||||||
| PO BOX 8142 | PRAIRIE VILLAGE | KS | 66208 | PRESIDENT | 2 | $0 |
| MARIANNE NOLL | ||||||
| PO BOX 8142 | PRAIRIE VILLAGE | KS | 66208 | VICE-PRESIDENT | 2 | $0 |
| COURTNEY NOLL | ||||||
| PO BOX 8142 | PRAIRIE VILLAGE | KS | 66208 | SECRETARY/TREASURER | 2 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,944,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,094,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,094,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,048,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $668 | TotalTaxAmt |
| Distributable Before Adj | $151,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,241 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,215 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $7,974 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $23,241 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVE NOLL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8142 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9136207704 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF LAKESIDE NATURE CENTER | ||||||||
| 4701 E GREGORY BLVD | KANSAS CITY | MO | 64132 | NONE | PC | AT THE DISCREATION OF THE | $5,000 | |
| HARVESTERS COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FOOD BANK DISTRIBUTIONS | $5,000 | |
| JACKSON COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 4241 | INDEPENDENCE | MO | 64051 | NONE | PC | FOR WILBORN COLLECTION | $75,000 | |
| KCPT - KANSAS CITY PBS | ||||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | NONE | PC | ANNUAL OPS | $5,000 | |
| KCUR PUBLIC RADIO | ||||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | ANNUAL OPERATING BUDGET | $5,000 | |
| THE SCHOOLHOUSE INC | ||||||||
| 14709 E 35TH STREET S | INDEPENDENCE | MO | 64055 | NONE | PC | GENERAL OPS BUDGET & | $10,000 | |
| TRUMAN HEARTLAND COMMUNITY FOUNDATION | ||||||||
| 4200 LITTLE BLUE PKWY STE 340 | INDEPENDENCE | MO | 64057 | NONE | PC | YOUTH ADVISORY COUNCIL,"FAN | $20,000 | |
| UNITY TEMPLE ON THE PLAZA | ||||||||
| 707 W 47TH STREET | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL CHRUCH OPERATING | $8,000 | |
| OVERLAND PARK HISTORICAL SOCIETY | ||||||||
| 7319 W 79TH STREET | OVERLAND PARK | KS | 66204 | NONE | PC | PURCHASE OF STRANG DEPOT | $3,000 | |
| THE FARMER'S HOUSE | ||||||||
| 4740 RAINBOW BLVD | WESTWOOD | KS | 66205 | NONE | PC | AT DISCRETION OF BOARD OF | $1,000 | |
| FRIENDS OF THE RICE-TREMONTI | ||||||||
| 8801 E 66TH STREET | RAYTOWN | MO | 64113 | NONE | PC | CARRIAGE RESTORATION | $1,000 | HOME ASSOCIATION |
| MERCURY CLUB WELFARE FUND | ||||||||
| 6801 NW MONTICELLO CT | KANSAS CITY | MO | 64151 | NONE | PC | CENTURY ENDOWMENT | $1,000 | |
| HISTORIC KANSAS CITY FOUNDATION | ||||||||
| 234 W 10TH STREET | KANSAS CITY | MO | 64105 | NONE | PC | AT DISCRETION OF BOARD OF | $2,000 | |
| MOUNT WASHINGTON CEMETERY | ||||||||
| 614 S BROOKSIDE AVE | INDEPENDENCE | MO | 64053 | NONE | PC | PUBLISH & PRINT HISTORY | $5,000 | |
| STATE HISTORICAL SOCIETY OF | ||||||||
| 302 NEWCOMB HALL UMKC | KANSAS CITY | MO | 64110 | NONE | PC | RELOCATION OF RESEARCH | $20,000 | MISSOURI 5152 HOLMES ST |
| TRUMAN HEARTLAND COMMUNITY | ||||||||
| 4200 LITTLE BLUE PKWY STE 340 | INDEPENDENCE | MO | 64057 | NONE | PC | PATRON DONATION,VIRTUAL | $3,000 | FOUNDATION |
| HEARTLAND LEARNING COLLABORATIVE | ||||||||
| 381 CANTON AVENUE | MILTON | MA | 02186 | NONE | PC | WEB PLATFORM | $5,000 | C/O GOT HISTORY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$60,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,099 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX RETURN PREPARATION FEE | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $577 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $14,138 | Amt |
| Net Investment Income | $14,138 | NetInvestmentIncomeAmt |
Comments