BETA

LOCKTON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LOCKTON FAMILY FOUNDATION (EIN 48-1135485)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202123169349104417
Schema version
2020v4.1
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)
Return2021-11-12T14:28:26-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JMW & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16400 Glenwood Suite 100AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481135485EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lockton Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHERYL L WILLIAMSInCareOfNm
Business Name ControlLOCKBusinessNameControlTxt
Phone8169609918PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1444 W 47TH STREET SUITE 900AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL L WILLIAMS TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8169609918PhoneNum
Signature2021-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHERYL L WILLIAMSPersonFirstNm
Person LastTRUSTEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMeryn GoehausenPreparerPersonNm
PTINP00731634PTIN
Phone9134994920PhoneNum
Preparation2021-04-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,662,275FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$69,350ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,701DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,207NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,179,680GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$92,855TotalRevAndExpnssAmt
Total Net Invst Incm$28,712TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$794TaxesRevAndExpnssAmt
Taxes Net Invst Incm$794TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,400OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,844OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$556OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,194TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,638TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,556TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$236,363ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$236,363ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$251,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,638TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$239,919TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$158,702ExcessRevenueOverExpensesAmt
Net Investment Income$17,074NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,894CashBOYAmt
Cash EOY$25,234CashEOYAmt
Cash EOYFMV$25,234CashEOYFMVAmt
Sav And Temp Cash Invst BOY$30,871SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,846SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,846SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,530,908CorporateStockBOYAmt
Corporate Stock EOY$1,294,614CorporateStockEOYAmt
Corporate Stock EOYFMV$1,603,195CorporateStockEOYFMVAmt
Total Assets BOY$1,566,673TotalAssetsBOYAmt
Total Assets EOY$1,353,694TotalAssetsEOYAmt
Total Assets EOYFMV$1,662,275TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,566,671RetainedEarningBOYAmt
Retained Earning EOY$1,353,694RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,566,671TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,353,694TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,566,671TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,353,694TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,566,671TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$158,702ExcessRevenueOverExpensesAmt
Subtotal$1,407,969SubtotalAmt
Other Decreases$54,275OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,353,694TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
ST GAIN/LOSS2020-12-31$834,115$847,972-$6,702-$13,857
LT GAIN/LOSS2020-12-31$345,345$344,441$1,274$904
CAPITAL GAIN DIVIDENDS$220P
CAPITAL GAIN DIVIDENDS$220P
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,208CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$237InvestmentIncomeExciseTaxAmt
Subtotal$237SubtotalAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,883EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,883TotalPaymentsAndCreditsAmt
Overpayment$3,646OverpaymentAmt
Applied To ES Tax$3,646AppliedToESTaxAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHERYL L WILLIAMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8169609918PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1444 W 47TH ST SUITE 900AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
CHERYL L WILLIAMS
5825 OVERHILLMISSION HILLSKS66208TRUSTEE2.0$0$0$0
RONALD J LOCKTON
2321 W 59TH STREETMISSION HILLSKS66208TRUSTEE1.0$0$0$0
DONALD S LOCKTON
6715 CHEROKEE LANEMISSION HILLSKS66208TRUSTEE1.0$0$0$0
JOHN STEPHEN LOCKTON
4747 SOUTH FRANKLIN STREETCHERRY HILLS VILLAGECO80113TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,548,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,020AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,577,159TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,577,159AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,553,502NetVlNoncharitableAssetsAmt
Minimum Investment Return$77,675MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$77,675MinimumInvestmentReturnAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Total Tax$237TotalTaxAmt
Distributable Before Adj$77,438DistributableBeforeAdjAmt
Distributable Before Ded$77,438DistributableBeforeDedAmt
Distributable As Adjusted$77,438DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$239,919ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$239,919QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$239,919AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,438DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,732ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,999ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,967ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$170,442ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,690ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$325,830TotalExcessDistributionCyovAmt
Qualifying Distributions$239,919QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$77,438AppliedToCurrentYearAmt
Remaining Distri From Corpus$162,481RemainingDistriFromCorpusAmt
Total Corpus$488,311TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,732ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$464,579ExcessDistriCyovToNextYrAmt
Excess From Year4$58,999ExcessFromYear4Amt
Excess From Year3$60,967ExcessFromYear3Amt
Excess From Year2$170,442ExcessFromYear2Amt
Excess From Year1$11,690ExcessFromYear1Amt
Excess From Current Year$162,481ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOCSA
3100 BROADWAY STE 400KANSAS CITYMO64111NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$10,000
THE PEMBROKE HILL SCHOOL
400 W 51ST STREETKANSAS CITYMO64112NONEPCGENERAL OPERATING SUPPORT - EDUCATION$5,000
THE SALVATION ARMY
3637 BROADWAY BOULEVARDKANSAS CITYMO64111NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$2,500
BLUE DOT FOUNDATION
2811 WILSHIRE BOULVEVARDSANTA MONICACA90403NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$17,500
THE UNIVERSITY OF KANSAS MEDICAL CENTER
4000 CAMBRIDGE STREETKANSAS CITYKS66160NONEPCCOVID PERSONAL PROTECTIVE EQUIPMENT FOR HOSPITAL EMPLOYEES$119,363
DENVER ACADEMY
4400 E ILLIFF AVENUEDENVERCO80222NONEPCGENERAL OPERATING SUPPORT - EDUCATION$30,000
THE ELLIS FOUNDATION
PO BOX 54FORT SCOTTKS66701NONEPCGENERAL OPERATING SUPPORT - EDUCATION$12,000
AMERICAN RED CROSS
6601 WINCHESTER AVE STE 110KANSAS CITYMO64133NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$5,000
SUPPORTING KIDS FOUNDATION
PO BOX 15171LENEXAKS66285NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$10,000
KCGPA FOUNDATION
5000 EAST 17TH STREETKANSAS CITYMO64127NONEPCGENERAL OPERATING SUPPORT - EDUCATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$236,363TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DENVER ACADEMYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14400 E ILIFF AVENUEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80222ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING SUPPORT - EDUCATIONGrantOrContributionPurposeTxt
Amt$90,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$90,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,701ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,207ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,505ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,505TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DENISE BADE
1444 W 47TH STREETKANSAS CITYMO64112$5,000Yes (X)
JOHN MUNDY
2444 W 47TH STREETKANSAS CITYMO64112$5,000Yes (X)
RONALD LOCKTON
3444 W 47TH STREETKANSAS CITYMO64112$20,000Yes (X)
GROVER SIMPSON
4444 W 47TH STREETKANSAS CITYMO64112$5,000Yes (X)
RICH REDA
5444 W 47TH STREETKANSAS CITYMO64112$5,000Yes (X)
DON MORRIS
6444 W 47TH STREETKANSAS CITYMO64112$5,000Yes (X)
VARIOUS CONTRIBUTIONS
7444 W 47TH STREETKANSAS CITYMO64112$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJMW & ASSOCIATESCategoryTxt
Amt$6,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY - 107593 ATCH A$1,073,759$1,383,012
MORGAN STANLEY - 17199 ATCH A$220,855$220,183

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAXDesc
Amt$54,275Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$93$93$0
WEB HOSTING FEE$556$0$556
INVESTMENT/ADVISORY FEES$7,751$7,751$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$794$794
FEDERAL TAXES PAID$0

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