CLOUD L CRAY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CLOUD L CRAY FOUNDATION (EIN 43-6077249)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202141349349102714
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T15:37:55-05:00 | 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 | 436077249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cloud L Cray Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS M CRAY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS M CRAY | InCareOfNm |
| Business Name Control | CLOU | BusinessNameControlTxt |
| Phone | 9132697130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 Mission Road Suite 315 | AddressLine1Txt |
| City | Prairie Village | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WATSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | WATSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Derrick L Sims | PreparerPersonNm |
| PTIN | P01330876 | PTIN |
| Phone | 9134994920 | PhoneNum |
| Preparation | 2021-05-15 | PreparationDt |
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 | $7,904,361 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $83,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$68,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $434,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,100 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,354 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,006 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12,097 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,097 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,166 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,643 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,643 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,441 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,632 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $449,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$492,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,382 | CashBOYAmt |
| Cash EOY | $50,933 | CashEOYAmt |
| Cash EOYFMV | $50,933 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,600,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,249,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,329,204 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,954,226 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $2,954,226 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,954,226 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,954,226 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $561,159 | OtherAssetsBOYAmt |
| Other Assets EOY | $248,317 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $569,998 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,140,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,503,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,904,361 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $500,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $494,676 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $494,676 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,640,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,008,531 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,640,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,008,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,140,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,503,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,640,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$492,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,148,375 | SubtotalAmt |
| Other Decreases | $139,844 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,008,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UMB #15989 ST - STATEMENT AVAILABLE UPON REQUEST | P | 2020-12-31 | $190,336 | $196,616 | -$6,101 | -$6,280 |
| MWT LT COVERED | P | 2020-12-31 | $62,593 | $67,497 | -$4,904 | -$4,904 |
| MWT LT BOX E - STATEMENT AVAILABLE UPON REQUEST | P | 2020-12-31 | $18,456 | $17,668 | $788 | $788 |
| UMB #15989 LT - STATEMENT AVAILABLE UPON REQUEST | P | 2020-12-31 | $130,615 | $189,259 | -$58,637 | -$58,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $245 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $245 | SubtotalAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,035 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,035 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,790 | OverpaymentAmt |
| Applied To ES Tax | $2,790 | 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 | MO | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M CRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132697130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 MISSION ROAD SUITE 315 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M CRAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 Mission Road Suite 315 | AddressLine1Txt |
| City | Prairie Village | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $3,885,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,519,805 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,512,541 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,512,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,399,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $369,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $369,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $369,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $449,259 | 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 | $449,259 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $449,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $369,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,668 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,661 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,653 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $294,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $449,259 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $369,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,511 | RemainingDistriFromCorpusAmt |
| Total Corpus | $373,958 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $71,668 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $302,290 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,980 | ExcessFromYear4Amt |
| Excess From Year3 | $31,661 | ExcessFromYear3Amt |
| Excess From Year2 | $47,653 | ExcessFromYear2Amt |
| Excess From Year1 | $102,485 | ExcessFromYear1Amt |
| Excess From Current Year | $79,511 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AAEF SCHOLARSHIP | |||||||
| 221 N 6TH STREET | ATCHISON | KS | 66002 | none | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $15,000 |
| AMERICAN RED CROSS | |||||||
| 504 KANSAS AVE | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $5,000 |
| ATCHISON CHILD CARE ASSOCIATION | |||||||
| 1326 KANSAS AVE | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $3,000 |
| ATCHISON COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 201 | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $12,500 |
| ATCHISON FAMILY YMCA | |||||||
| 321 COMMERCIAL ST | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $25,000 |
| BOYS & GIRLS CLUBS OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PKWY 102 | KANSAS CITY | MO | 64130 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $40,000 |
| CATHOLIC CHARITIES OF NE KANSAS | |||||||
| 119 N 5TH STREET | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $10,000 |
| CHES INC | |||||||
| 3125 GILLHAM PLAZA | KANSAS CITY | MO | 64109 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $15,000 |
| COMMUNITIES IN SCHOOLS OF MID AMERICA | |||||||
| 2721 W 6TH ST | LAWRENCE | KS | 66049 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $40,000 |
| EL CENTRO | |||||||
| 650 MINNESOTA AVENUE | KANSAS CITY | KS | 66101 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $10,000 |
| GIVING THE BASICS | |||||||
| 927 S 7TH ST | KANSAS CITY | KS | 66105 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $10,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $40,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $15,000 |
| HOPE FAMILY THERAPY INC | |||||||
| 107 N 6TH ST | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $10,000 |
| HUMANE SOCIETY OF ATCHISON | |||||||
| 100 N 21ST STREET | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $2,500 |
| JUNIOR ACHIEVEMENT | |||||||
| 3735 SW WANAMAKER ROAD | TOPEKA | KS | 66610 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $65,000 |
| KANSAS COUNCIL ON ECONOMIC EDUCATION | |||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $30,000 |
| KID'S CLOSET | |||||||
| 13101 WALMER STREET | OVERLAND PARK | KS | 66209 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $4,500 |
| LOAVES AND FISHES MINISTRIES | |||||||
| PO BOX 690304 | TULSA | OK | 74169 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $5,000 |
| SALVATION ARMY OF KANSAS CITY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $6,000 |
| SIFMA FOUNDATION | |||||||
| 120 BROADWAY 35TH FLOOR | NEW YORK | NY | 10271 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $20,000 |
| THE FARMERS HOUSE | |||||||
| 4740 RAINBOW BLVD | WESTWOOD | KS | 66205 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $10,000 |
| THEATRE ATCHISON | |||||||
| 401 SANTA FE ST | ATCHISON | KS | 66002 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $6,500 |
| YOUTH VOLUNTEER CORPS | |||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 64105 | NONE | PC | FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,397 | 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 | -$68,853 | 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 | $14,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,547 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MIDWEST TRUST #2039 (ATCH 11) | $534,152 | $902,873 |
| KAYNE ANDERSN MLP MIDS INVT CO | $0 | $0 |
| MGP INGREDIENTS INC NEW COM | $39,043 | $611,780 |
| OPPENHEIMER DEV MARKETS CLASSI | $0 | $0 |
| WASATCH EMERGING MARKTS SM CAP | $0 | $0 |
| LORD ABBETT SHORT DURATION INC | $454,313 | $449,933 |
| METWEST UNCONSTRAINED BOND I | $270,258 | $272,853 |
| RIVERPARK SHORTTERM HIGH YIELD | $54,410 | $53,870 |
| VANGUARD INDEX FDS VANGUARD | $405,492 | $1,468,105 |
| INFINITY Q DIVRS ALPHA INSTL | $75,000 | $79,438 |
| KENSINGTON MANAGED INCCOME FD | $0 | $0 |
| VANGUARD EMERG MARKTS SM CAP | $0 | $0 |
| INVESCO DEVELOPING MARKETS R6 | $37,275 | $57,221 |
| TORTOISE MLP & PIPELINE FD | $56,925 | $67,395 |
| VANGUARD DEVELOPED MRKTS INDEX | $322,863 | $365,736 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FH STRATEGIC SMALL MID CAP, LP | Desc |
| BOY Book Value | $561,159 | BOYBookValueAmt |
| EOY Book Value | $248,317 | EOYBookValueAmt |
| EOYFMV | $569,998 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRANSACTIONS & MISCELLANEOUS | Desc |
| Amt | $139,844 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $31 | $31 | |
| INSURANCE | $425 | $425 | |
| SUPPLIES & POSTAGE | $22 | $22 | |
| TELEPHONE | $963 | $963 | |
| PASSTHRU - FH STRATEGIC EXP. | $0 | $6,601 | |
| MISCELLANEOUS EXPENSES | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FOR FH STRATEGIC | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $21,600 | $21,600 | |
| COMPUTER EXPENSE | $406 | $406 | |
| INVESTMENT MANAGEMENT FEES | $21,354 | $21,354 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,045 | $1,045 | $0 |
| PASSTHRU - FH STRATEGIC FTP | $0 | $44 | $0 |
| REAL ESTATE TAXES | $20,077 | $20,077 | $0 |
Comments