JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202131329349101038
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T10:43:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMW & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 Glenwood Suite 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 | 276368194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel and Judy Cerwick Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOEL A CERWICK | InCareOfNm |
| Business Name Control | CERW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL CERWICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9134994920 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | CERWICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A Jezak | PreparerPersonNm |
| PTIN | P00731634 | PTIN |
| Phone | 9134994920 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $934,359 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,044 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| 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 | $4,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,407 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $358 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,753 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $983,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $902,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $902,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,330 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,330 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $999,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $934,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $934,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $999,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | $934,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $999,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $934,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $999,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $934,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $999,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $992,569 | SubtotalAmt |
| Other Decreases | $58,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $934,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BRUNSWICK CORP - 5000 SHS | 2011-02-22 | 2020-01-22 | $5,760 | $4,613 | $1,147 | $1,147 | |
| RAYTHEON TECHNOLOGIES COR - .48 SHS | 2009-10-29 | 2020-04-08 | $30 | $9 | $21 | $21 | |
| GREAT PLAINS 1034 - ST COVERED | 2020-12-31 | $343 | $0 | $343 | $343 | ||
| GREAT PLAINS 1034 - LT COVERED | 2020-04-15 | $39,888 | $21,357 | $18,531 | $18,531 | ||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $546 | SubtotalAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $746 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $746 | TotalPaymentsAndCreditsAmt |
| Overpayment | $200 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL A CERWICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9136486440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH L CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JOEL A CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MATTHEW H POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ANTHONY J POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| 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 | $903,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $903,577 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $903,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $890,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $546 | TotalTaxAmt |
| Distributable Before Adj | $43,955 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,955 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,037 | 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 | $46,037 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,037 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,871 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,871 | AppliedToYear1Amt |
| Applied To Current Year | $2,166 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $41,789 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL JUDY CERWICK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SKYWALK MEMORIAL FOUNDATION | |||||||
| 1055 BROADWAY STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 |
| WWI MUSEUM FOUNDATION | |||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 |
| MARTIN LUTHER ACADEMY | |||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $6,900 |
| METROPOLITAN LUTHERAN MINISTRIES | |||||||
| 3031 HOLMES STREET | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 |
| RACHEL HOUSE | |||||||
| 1260 NE WINDSOR DRIVE | LEES SUMMIT | MO | 64086 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $4,000 |
| FISHERS OF MEN LUTHERAN CHURCH | |||||||
| 603 S TARNAVA STREET | PORT ISABEL | TX | 78578 | NONE | PC | GERNAL OPERATING FUND-RELIGIOUS | $2,000 |
| IN TIME OF NEED | |||||||
| 3039 S KANSAS EXPRESSWAY | SPRINGFIELD | MO | 65807 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $5,000 |
| CROWN OF LIFE LUTHERAN CHURCH | |||||||
| 19291 STONE OAK PKWY | SAN ANTONIO | TX | 78258 | NONE | PC | GENERAL OPERATING FUND-RELIGIOUS | $2,500 |
| AMETHYST PLACE | |||||||
| 2735A TROOST AVENUE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 |
| CHILD PROTECTION CENTER | |||||||
| 3101 BROADWAY SUITE 750 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 |
| GEHS PROJECT GRADUATION | |||||||
| 425 N WAVERLY RD | GARDNER | KS | 66030 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 |
| BETHANY LUTHERAN SCHOOL | |||||||
| 9101 LAMAR AVE | OVERLAND PARK | KS | 66207 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,780 |
| BIG BROTHERS BIG SISTERS OF SAN ANTONIO | |||||||
| 10843 GULFDALE ST | SAN ANTONIO | TX | 78216 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,500 |
| SALVATION ARMY | |||||||
| 420 E SANTA FE | OLATHE | KS | 66061 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 |
| CATHOLIC CHARITIES FOOD PANTRY | |||||||
| 9806 W 87TH STREET | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 |
| PAWS FOR HEROES | |||||||
| 7941 KATY FREEWAY 175 | HOUSTON | TX | 22024 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,680 | 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 | $25,140 | 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 | $20,044 | 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 | $45,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,184 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Foundation is exempt from filing under Kansas regulations. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GPTC #18-01034-SEE ATTACH A | BondNm |
| EOY Book Value | $12,330 | EOYBookValueAmt |
| EOYFMV | $12,330 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPTC #18-01034-SEE ATTACH A | StockNm |
| EOY Book Value | $902,276 | EOYBookValueAmt |
| EOYFMV | $902,276 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/FMV ADJUSTMENT | Desc |
| Amt | $58,210 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $715 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $357 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $4,407 | Amt |
| Net Investment Income | $4,407 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $126 | Amt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
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