DSSR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DSSR CHARITABLE FOUNDATION INC (EIN 31-1677378)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-26
IRS object ID
202011479349101351
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-26T14:35:56-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203960631PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COOPER & CO CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1123 W HARVEY AVEAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP671523840ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311677378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DSSR CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDSSRBusinessNameControlTxt
Phone6203262521PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 N WEST ROADAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67152ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBILL MERIDITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L COOPER JRPreparerPersonNm
PTINP01253864PTIN
Phone6203265984PhoneNum
Preparation2020-05-26PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,418,168FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$38,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,080DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$142,288NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$521,894GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$142,288CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$978OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$182,024TotalRevAndExpnssAmt
Total Net Invst Incm$173,368TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,570OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,268OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,615TaxesRevAndExpnssAmt
Taxes Net Invst Incm$99TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,975TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,367TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$600,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$600,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$610,975TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,367TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$600,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$428,951ExcessRevenueOverExpensesAmt
Net Investment Income$168,001NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$660CashBOYAmt
Cash EOY$5,354CashEOYAmt
Cash EOYFMV$5,354CashEOYFMVAmt
Sav And Temp Cash Invst BOY$144,968SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,267SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,267SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$740,074USGovernmentObligationsBOYAmt
US Government Obligations EOY$297,810USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$300,670USGovtObligationsEOYFMVAmt
Corporate Stock BOY$425,060CorporateStockBOYAmt
Corporate Stock EOY$320,027CorporateStockEOYAmt
Corporate Stock EOYFMV$713,506CorporateStockEOYFMVAmt
Corporate Bonds BOY$96,515CorporateBondsBOYAmt
Corporate Bonds EOY$334,175CorporateBondsEOYAmt
Corporate Bonds EOYFMV$363,243CorporateBondsEOYFMVAmt
Other Investments BOY$14,435OtherInvestmentsBOYAmt
Other Investments EOY$15,128OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,128OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,421,712TotalAssetsBOYAmt
Total Assets EOY$992,761TotalAssetsEOYAmt
Total Assets EOYFMV$1,418,168TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,421,712RetainedEarningBOYAmt
Retained Earning EOY$992,761RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,421,712TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$992,761TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,421,712TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$992,761TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,421,712TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$428,951ExcessRevenueOverExpensesAmt
Subtotal$992,761SubtotalAmt
Tot Net Ast Or Fund Balances EOY$992,761TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
ALERIAN MLPP2019-04-01$40,120$46,344-$6,224-$6,224
ISHARES RUSSELL MIDCAPP2019-05-13$46,515$14,315$32,200$32,2002009-04-16
TUPPERWARE BRANDSP2019-04-01$1,547$3,231-$1,684-$1,6842011-02-22
APPLE INCP2019-04-01$9,504$1,371$8,133$8,1332009-11-04
ISHARES NASDAQ BIOTECH INDEX FUNDP2019-08-23$7,206$7,361-$155-$1552017-08-04
UNITED HEALTH GROUP INCP2019-04-24$9,158$6,861$2,297$2,2972017-05-18
ARISTA NETWORKS INCP2019-11-05$5,675$6,646-$971-$9712019-01-15
ISHARES NASDAQ BIOTECH INDEX FUNDP2019-10-08$12,223$5,395$6,828$6,8282017-08-04
VANGUARD REAL ESTATE INDEX FDP2019-05-13$24,978$23,515$1,463$1,4632017-02-17
CITRIX SYSTEMS INCP2019-08-09$4,568$5,297-$729-$7292019-02-26
ISHARES RUSSELL 2000 ETFP2019-05-13$15,184$4,618$10,566$10,5662009-04-16
VANGUARD REAL ESTATE INDEX FDP2019-07-02$27,454$25,214$2,240$2,2402017-02-17
COMMERCE BOND FUNDP2019-07-02$30,089$31,175-$1,086-$1,0862013-01-14
ISHARES RUSSELL 2000 ETFP2019-12-06$35,071$9,929$25,142$25,1422009-04-16
WELLS FARGO & COP2019-02-04$10,052$3,231$6,821$6,8212009-03-23
COMMERCE BOND FUNDP2019-10-28$16,650$16,6502010-09-23
LOGMEIN INCP2019-02-26$5,648$6,867-$1,219-$1,2192017-03-17
WELLS FARGO & COP2019-02-04$2,452$2,169$283$2832013-08-12
COMMERCE BOND FUNDP2019-10-28$23,252$24,020-$768-$7682013-01-14
MERCK & COP2019-10-08$7,110$2,546$4,564$4,564
ZOETIX INCP2019-12-06$5,441$935$4,506$4,5062012-04-27
COMMERCE BOND FUNDP2019-12-06$29,956$29,447$509$509
MERCK & COP2019-10-08$4,183$3,169$1,014$1,0142017-08-04
CULLEN FROST BANKERSP2019-04-01$3,956$2,045$1,911$1,9112011-08-15
NEXTERA ENERGYP2019-10-08$2,309$1,125$1,184$1,1842016-11-14
DANAHER CORPP2019-08-23$11,551$1,795$9,756$9,7562009-03-24
PFIZER INCP2019-10-08$5,678$3,290$2,388$2,3882011-04-27
DEERE & COP2019-05-13$8,754$2,065$6,689$6,6892009-03-24
PIONEER NAT RESOURCESP2019-08-09$2,511$3,751-$1,240-$1,2402018-07-27
ECOLAB INCP2019-12-06$9,344$2,399$6,945$6,9452010-07-19
SPDR S&P 500 ETF TRP2019-07-02$31,010$25,009$6,001$6,0012017-04-28
FIDELITY ADVISOR FLOATING RATEP2019-03-28$24,559$25,000-$441-$4412016-12-13
SPDR S&P 500 ETF TRP2019-12-06$23,593$17,863$5,730$5,7302017-04-28
FIDELITY ADVISOR FLOATING RATEP2019-03-28$62$63-$1-$12019-03-21
SERVICENOW INCP2019-08-23$10,593$5,702$4,891$4,8912018-01-22
GENERAL DYNAMICE CORPP2019-05-24$8,192$1,957$6,235$6,2352009-03-23
3M COP2019-01-28$5,746$7,236-$1,490-$1,4902018-02-26
FieldValueIRS element (for citing)
Capital Gain Net Income$142,288CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,191NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$597,228AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,055,760NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.290514DistributionYr1Rt
Adjusted Qlfy Distri Yr2$397,944AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,467,853NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.161251DistributionYr2Rt
Adjusted Qlfy Distri Yr3$196,049AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,451,253NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079979DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$2,565,994NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$649,314AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,866,632NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.226508DistributionYr5Rt
Total Distribution0.758252TotalDistributionRt
Average Distribution0.151650AverageDistributionRt
Net Vl Noncharitable Assets$1,585,886NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$240,500AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,680NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$242,180AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$600,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,680InvestmentIncomeExciseTaxAmt
Subtotal$1,680SubtotalAmt
Tax Based On Investment Income$1,680TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Overpayment$1,120OverpaymentAmt
Applied To ES Tax$1,120AppliedToESTaxAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBILL MERIDITHIndividualWithBooksNm
Phone6203262521PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1475 N WEST ROADAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67152ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BILL MERIDITH
475 N WEST ROADWELLINGTONKS67152PRESIDENT1.00$0$0$0
DEETA STRADER
708 MALTON LANESOUTHLAKETX76092DIRECTOR0.50$0$0$0
SUSAN HENSEY
4330 GILBERT AVE UNIT CDALLASTX75219DIRECTOR0.50$0$0$0
SHELLY L DELICE
62 PEARL ST 4TH FLOORNEW YORK CITYNY10004DIRECTOR0.50$0$0$0
BILLY ROSS MERIDITH
246 COUNTRY CLUB DRIVEMOUNTAIN VILLAGECO81435DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,576,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,976AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,610,037TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,610,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,151CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,585,886NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,294MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,294MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,680TaxBasedOnInvestmentIncomeAmt
Total Tax$1,680TotalTaxAmt
Distributable Before Adj$77,614DistributableBeforeAdjAmt
Distributable Before Ded$77,614DistributableBeforeDedAmt
Distributable As Adjusted$77,614DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$600,000ExpensesAndContributionsAmt
Qualifying Distributions$600,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,680PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$598,320AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,614DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$379,848ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$75,388ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$278,663ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$499,984ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,233,883TotalExcessDistributionCyovAmt
Qualifying Distributions$600,000QualifyingDistributionsAmt
Applied To Current Year$77,614AppliedToCurrentYearAmt
Remaining Distri From Corpus$522,386RemainingDistriFromCorpusAmt
Total Corpus$1,756,269TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$379,848ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,376,421ExcessDistriCyovToNextYrAmt
Excess From Year3$75,388ExcessFromYear3Amt
Excess From Year2$278,663ExcessFromYear2Amt
Excess From Year1$499,984ExcessFromYear1Amt
Excess From Current Year$522,386ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBILL MERIDITHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBILL MERIDITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1475 N WEST RDAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67152ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6203262521RecipientPhoneNum
Form And Info And Materials1. COMPLETE THE GRANT APPLICATION SUMMARY FORM 2. SUBMIT THE FOLLOWING DOCUMENTATION: -CURRENT FEDERAL TAX-EXEMPT LETTER - 501(C)(3) -LIST OF BOARD MEMBERS - INCLUDED BUSINESS OR OTHER AFFILIATIONS -MOST RECENT IRS 990 REPORT -CURRENT ANNUAL BUDGET (INCLUDING % USED FOR FUND- RAISING) -MOST RECENT AUDIT REPORT -LETTER FROM BOARD CHAIRPERSON IN SUPPORT OF THE APPLICATION 3. ATTACH A WELL-WRITTEN GRANT REQUEST (LESS THAN 5 PAGES)FormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsPURPOSE MUST BE TO HELP CHILDREN AND THEIR FAMILIES THROUGH CHARITY BASED ON CHRISTIAN PRINCIPLES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLINGTON CHRISTIAN ACADEMYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12005 N HOOVER RDAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67152ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE DONATIONGrantOrContributionPurposeTxt
Amt$600,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$600,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,758ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$142,288ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Exclusion14ExclusionCd
Exclusion$978ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$182,024ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$182,024TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPREPARATION OF 990-PFCategoryTxt
Amt$750Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTOTAL TAXABLE HIGH YIELD FUNDSBondNm
EOY Book Value$334,175EOYBookValueAmt
EOYFMV$363,243EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY INVESTMENTSStockNm
EOY Book Value$320,027EOYBookValueAmt
EOYFMV$713,506EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$297,810StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$300,670StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCOMMERCE TRUST ADJUSTMENT ACCOUNTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$15,128BookValueAmt
EOYFMV$15,128EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
KS ANNUAL NON-PROFIT FEE$40

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$978RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,570Amt
Net Investment Income$5,268NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD FR DIVIDEND$99$99
EXCISE TAX - 2018 BALANCE DUE$716
EXCISE TAX - 2019 ESTIMATES$2,800

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.