MUCHNIC FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MUCHNIC FOUNDATION (EIN 48-6102818)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-02-12
- IRS object ID
- 202030439349100113
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-12T12:09:57-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486102818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muchnic Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MS SHARON MEIER | InCareOfNm |
| Business Name Control | MUCH | BusinessNameControlTxt |
| Phone | 9133674164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 329 | AddressLine1Txt |
| City | Atchison | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660022415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID C MIZE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Signature | 2020-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erin S Morgan | PreparerPersonNm |
| PTIN | P01336391 | PTIN |
| Phone | 9134994920 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $10,874,176 | 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 | $2,224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $440,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $440,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,225,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,064 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $363 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $613,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $1,717 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,717 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,235 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,840 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $82,571 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $82,571 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $513,431 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $513,431 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $686,920 | CashBOYAmt |
| Cash EOY | $432,190 | CashEOYAmt |
| Cash EOYFMV | $432,190 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,243,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,481,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,421,986 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $20,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $20,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $20,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $20,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,949,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,933,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,874,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,949,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,933,904 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,949,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,933,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,949,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,933,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,949,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,071 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,933,904 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,933,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| JP MORGAN - ST | $16,137 | $13,885 | $2,252 | $2,252 |
| JP MORGAN - LT | $1,209,652 | $1,040,840 | $168,812 | $168,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $455,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,608,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042969 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $473,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,080,450 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $467,162 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,637,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $473,860 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,828,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048214 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $469,888 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,771,548 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048087 | DistributionYr5Rt |
| Total Distribution | 0.234715 | TotalDistributionRt |
| Average Distribution | 0.046943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,681,704 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $501,431 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,921 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $507,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $597,719 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,921 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,921 | SubtotalAmt |
| Tax Based On Investment Income | $5,921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,821 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,821 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,900 | OverpaymentAmt |
| Applied To ES Tax | $5,900 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS SHARON MEIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9133674164 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704 N 4TH ST | AddressLine1Txt |
| City | ATCHISON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660022415 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DAVID C MIZE | |||||||||
| 1404 Hawk Parkway Suite 213 | MONTROSE | CO | 81401 | PRESIDENT | 1.0 | $0 | $0 | $0 | |
| ANNE MIZE | |||||||||
| 1815 11TH AVENUE E | SEATTLE | WA | 98102 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| DAPHNE NAN MUCHNIC | |||||||||
| 2209 W 68TH STREET | MISSION HILLS | KS | 66208 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| SHARON MEIER | |||||||||
| 704 NORTH 4TH STREET | ATCHISON | KS | 66002 | SECRETARY-TREASURER | 1.0 | $3,150 | $0 | $0 | PO BOX 329 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,200,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $801,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,842,960 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,844,370 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,844,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,681,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,921 | TotalTaxAmt |
| Distributable Before Adj | $528,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $528,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $528,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,719 | 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 | $597,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,921 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $591,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $528,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,811 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $597,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,811 | AppliedToYear1Amt |
| Applied To Current Year | $528,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,744 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,744 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,744 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON MEIER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704 N 4TH ST | AddressLine1Txt |
| City | ATCHISON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660022415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9133674164 | RecipientPhoneNum |
| Form And Info And Materials | no particular form - purpose of application - large brochures not helpful | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | october 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ATCHISON LIBRARY | ||||||||
| 401 KANSAS AVE | ATCHISON | KS | 66002 | N/A | PC | EDUCATIONAL | $5,000 | |
| MOUNT VERNON ENDOWMENT CORP | ||||||||
| PO BOX 33 | ATCHISON | KS | 66002 | N/A | PC | SOCIETAL BENEFIT | $2,000 | |
| MOUNT COMMUNITY CENTER | ||||||||
| 801 SOUTH 8TH ST | ATCHISON | KS | 66002 | N/A | PC | EDUCATIONAL & SOCIETAL BENEFIT | $2,500 | |
| HUMANE SOCIETY OF ATCHISON | ||||||||
| 100 NORTH 21ST | ATCHISON | KS | 66002 | N/A | PC | SHELTERING AND VETERINARY CARE | $11,431 | |
| GRAMERCY PARK BLOCK ASSOC | ||||||||
| 34 GRAMARCY PARK EAST | NEW YORK | NY | 10003 | N/A | PC | SOCIETAL BENEFIT | $1,000 | |
| UPPER ROOM | ||||||||
| 5930 SWOPE PARKWAY | KANSAS CITY | MO | 64130 | N/A | PC | EDUCATIONAL & SOCIETAL BENEFIT | $3,000 | |
| NELSON-ATKINS MUSEUM OF ART | ||||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | N/A | PC | SOCIETAL BENEFIT | $12,000 | |
| FRICK COLLECTION | ||||||||
| 1 EAST 70TH ST | NEW YORK | NY | 10021 | N/A | PC | SOCIETAL BENEFIT | $5,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | N/A | PC | EDUCATIONAL & SOCIETAL BENEFIT | $5,000 | |
| ATCHISON ART ASSOCIATION | ||||||||
| 704 NORTH 4TH ST | ATCHISON | KS | 66002 | N/A | PC | SOCIETAL BENEFIT | $45,000 | |
| SAINT FRANCIS ACADEMY | ||||||||
| PO BOX 1340 | SALINA | KS | 67402 | N/A | PC | EDUCATIONAL | $10,000 | |
| BENEDICTINE COLLEGE | ||||||||
| 1020 NORTH 2ND ST | ATCHISON | KS | 66002 | N/A | PC | EDUCATIONAL | $7,500 | |
| DELASALLE EDUCATION CENTER | ||||||||
| 3740 FOREST AVE | KANSAS CITY | MO | 64109 | N/A | PC | EDUCATIONAL | $3,000 | |
| DARTMOUTH COLLEGE | ||||||||
| ADMINISTRATIVE OFFICE | HANOVER | NH | 03755 | N/A | PC | EDUCATIONAL | $3,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 5121 STATE LINE BLVE | KANSAS CITY | MO | 64112 | N/A | PC | EDUCATIONAL | $2,000 | |
| ATCHISON HOSPITAL AUXILIARY | ||||||||
| 800 RAVEN HILL ROAD | ATCHISON | KS | 66002 | N/A | PC | MEDICAL PRACTICE | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 260 CHATHAM DR | COLORADO SPRINGS | CO | 80905 | N/A | PC | MEDICAL PRATCICE & RESEARCH | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | MEDICAL PRACTICE & RESEARCH | $10,000 | |
| ATCHISON AREA UNITED WAY | ||||||||
| 710 SOUTH 9TH ST | ATCHISON | KS | 66002 | N/A | PC | SOCIETAL BENEFIT | $10,000 | |
| ROSE BROOKS | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| BOYS & GIRLS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| MOTHER TO MOTHER MINISTRY | ||||||||
| 3436 N 27TH ST | KANSAS CITY | KS | 66104 | N/A | PC | SOCIETAL BENEFIT | $2,000 | |
| EAST END HOSPICE | ||||||||
| PO BOX 1048 | WESTHOMPTON BEACH | NY | 11978 | N/A | PC | HOSPICE CARE | $2,000 | |
| SALVATION ARMY | ||||||||
| PO BOX 84 | ATCHISON | KS | 66002 | N/A | PC | SOCIETAL BENEFIT | $2,000 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 300 SOUH 5TH ST | ATCHISON | KS | 66002 | N/A | PC | RELIGIOUS | $5,000 | |
| ATCHISON FAMILY YMCA | ||||||||
| 317 COMMERCIAL ST | ATCHISON | KS | 66002 | N/A | PC | SOCIETAL BENEFIT | $5,000 | |
| EARTH JUSTICE | ||||||||
| 50 California Street Suite 500 | san francisco | CA | 94111 | N/A | PC | SOCIETAL BENEFIT | $25,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | SOCIETAL BENEFIT | $12,000 | |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | ||||||||
| 5700 BROADMOOR SUITE 201 | MISSION | KS | 66202 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| THEATRE ATCHISON | ||||||||
| 401 SANTA FE | ATCHISON | KS | 66002 | N/A | PC | SOCIETAL BENEFIT | $5,000 | |
| BARD COLLEGE | ||||||||
| 30 Campus Rd | AnnandaleonHudson | NY | 12504 | N/A | PC | EDUCATIONAL | $6,000 | |
| BLACK CANYON BOYS AND GIRLS CLUB | ||||||||
| PO Box 1907 | Montrose | CO | 81402 | N/A | PC | SOCIETAL BENEFIT | $60,000 | |
| 7TH JUDICIAL DISTRICT CHILD ADVOCACY CENTER | ||||||||
| 735 SOUTH 1ST STREET | MONTROSE | CO | 81401 | N/A | PC | SOCIETAL BENEFIT | $7,500 | |
| VALLEY SYMPHONY ASSOCIATION | ||||||||
| PO BOX 3144 | MONTROSE | CO | 81402 | N/A | PC | SOCIETAL BENEFIT | $2,500 | |
| Libraries of Montrose County Foundation | ||||||||
| 320 SOUTH 2ND ST | MONTROSE | CO | 81401 | N/A | PC | EDUCATIONAL & SOCIETAL BENEFIT | $2,500 | |
| MONTROSE MEMORIAL HOSPITAL | ||||||||
| 800 S 3rd Street | MONTROSE | CO | 81401 | N/A | PC | MEDICAL PRACTICE | $2,500 | |
| COMMON GROUND MONTROSE INC | ||||||||
| 1800 6450 RD | MONTROSE | CO | 81401 | N/A | PC | SOCIETAL BENEFIT | $2,500 | |
| MONTROSE ANIMAL SHELTER | ||||||||
| 3383 North Townsend Ave | MONTROSE | CO | 81401 | N/A | PC | SHELTERING AND VETERINARY CARE | $2,500 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 pantigo place suite m | east hampton | NY | 11937 | N/A | PC | MEDICAL PRACTICE | $10,000 | |
| mocsa | ||||||||
| 3100 Broadway suite 400 | kansas city | MO | 64111 | n/a | PC | SOCIETAL BENEFIT | $3,000 | |
| Wayside Waifs Inc | ||||||||
| 3901 Martha Truman Road | kansas city | MO | 64137 | n/a | PC | SHELTERING & VETERINARY CARE | $2,000 | |
| COMMUNITY OPTIONS INC | ||||||||
| PO BOX 31 | MONTROSE | CO | 81402 | N/A | PC | SOCIETAL BENEFIT | $2,500 | |
| VICTOR D'AMICO INSTITUTE OF ART | ||||||||
| PO BOX 1266 | AMAGANSETT | NY | 11930 | N/A | PC | SOCIETAL BENEFIT | $4,000 | |
| AFRICAN WILDLIFE FOUNDATION INC | ||||||||
| 1400 16TH STREET NW NO 120 | WASHINGTON | DC | 20036 | N/A | PC | WILDLIFE PROTECTION | $15,000 | |
| GREAT PLAINS SPCA | ||||||||
| 5428 ANTIOCH ROAD | MERRIAM | KS | 66202 | N/A | PC | SHELTERING & VETERINARY CARE | $2,000 | |
| AMAGANSETT FIRE DEPARTMENT | ||||||||
| 439 MAIN STREET | AMAGANSETT | NY | 11930 | N/A | PC | SOCIETAL BENEFIT | $5,000 | PO BOX 911 |
| AMAGANSETT UNION FREE SCHOOL DISTRICT | ||||||||
| PO BOX 7062 | AMAGANSETT | NY | 11930 | N/A | PC | EDUCATIONAL | $1,000 | 320 MAIN STREET |
| PAWS | ||||||||
| 15305 44TH AVE W | LYNWOOD | WA | 98087 | N/A | PC | SHELTERING & veterinary care | $25,000 | |
| ALASKA WILDERNESS LEAGUE | ||||||||
| 12 C STREET NW NO 240 | WASHINGTON | DC | 20001 | N/A | PC | wild land protection | $25,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | WILDLIFE PROTECTION | $10,000 | |
| haven house of montrose inc | ||||||||
| PO BOX 3122 | MONTROSE | CO | 81402 | N/A | PC | SOCIETAL BENEFIT | $2,500 | |
| SECOND CHANCE HUMANE SOCIETY | ||||||||
| PO BOX 2096 | RIDGWAY | CO | 81432 | N/A | PC | SHELTERING & VETERINARY CARE | $2,500 | |
| HOPEWEST | ||||||||
| 3090 NORTH 12TH STREET UNIT B | GRAND JUNCTION | CO | 81506 | n/a | PC | HOSPICE CARE | $2,500 | |
| HABITAT FOR HUMANITY OF THE SAN JUANS | ||||||||
| 1601 N TOWNSEND AVE | MONTROSE | CO | 81402 | N/A | PC | SOCIETAL BENEFIT | $2,500 | |
| MONTROSE ARTS COUNCIL | ||||||||
| 1016 BLACK CANYON WAY | MONTROSE | CO | 81403 | N/A | PC | SOCIETAL BENEFIT | $2,500 | |
| AMAGANSETT FREE LIBRARY | ||||||||
| PO BOX 2550 | AMAGANSETT | NY | 11930 | N/A | PC | EDUCATIONAL & SOCIETAL BENEFIT | $2,000 | |
| AMBER WAVES FARM INC | ||||||||
| PO BOX 2623 | AMAGANSETT | NY | 11930 | N/A | PC | AGRICULTURAL | $10,000 | |
| THE CHILDRENS SCHOLARSHIP FUND | ||||||||
| 8 WEST 38TH ST 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | EDUCATIONAL | $5,000 | |
| GUILD HALL OF EAST HAMPTON INC | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| HAMPTON LIFEGUARD ASSOCIATION INC | ||||||||
| 7 MEADOW WAY | EAST HAMPTON | NY | 11937 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| HAMPTONS ART CAMP | ||||||||
| 374 LOPERS PATH | WATER MILL | NY | 11976 | N/A | PC | SOCIETAL BENEFIT | $4,000 | |
| MADOO CONSERVANCY INC | ||||||||
| PO BOX 362 | SAGAPONIACK | NY | 11962 | N/A | PC | SOCIETAL BENEFIT | $2,000 | |
| Make-A-Wish Foundation of Metro and Western New Yo | ||||||||
| 500 5TH AVENUE | NEW YORK | NY | 10110 | N/A | PC | SOCIETAL BENEFIT | $4,000 | |
| RONALD MCDONALD HOUSE OF LONG ISLAND INC | ||||||||
| 267-07 76TH AVENUE | NEW HYDE PARK | NY | 11040 | N/A | PC | SOCIETAL BEENFIT | $4,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | EDUCATIONAL & SOCIETAL BENEFIT | $3,000 | |
| THE SOUTHAMPTON HOSPITAL FOUNDATION INC | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | N/A | PC | MEDICAL PRACTICE & RESEARCH | $4,000 | |
| STONY BROOK FOUNDATION INC | ||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | N/A | PC | EDUCATIONAL | $5,000 | |
| MISS PORTERS SCHOOL INC | ||||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | N/A | PC | EDUCATIONAL | $10,000 | |
| SCRIPPS INSTITUTION OF OCEANOGRAPHY | ||||||||
| 9500 GILMAN DR 0210 | LA JOLLA | CA | 92093 | N/A | PC | EDUCATIONAL | $4,000 | |
| LA JOLLA MUSIC SOCIETY | ||||||||
| 7946 IVANHOE AVENUE | LA JOLLA | CA | 92037 | N/A | PC | SOCIETAL BENEFIT | $5,000 | |
| THE FRIENDS OF CHAMBER MUSIC | ||||||||
| 4635 WYANDOTTE | KANSAS CITY | MO | 64112 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 3101 MAIN STREET | KANSAS CITY | MO | 64111 | N/A | PC | MEDICAL PRACTICE & SOCIETAL BENEFIT | $1,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 4550 MAIN STREET STE 227 | KANSAS CITY | MO | 64111 | N/A | PC | EDUCATIONAL | $10,000 | |
| KANSAS CITY ANTI-VIOLENCE PROJECT | ||||||||
| PO BOX 411211 | KANSAS CITY | MO | 64141 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| NEWHOUSE INC | ||||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST | KANSAS CITY | MO | 64131 | N/A | PC | SOCIETAL BENEFIT | $3,000 | |
| RAINBOW MEADOWS EQUINE RESCUE AND RETIREMENT INC | ||||||||
| 1949 DALTON RD | SEDAN | KS | 67361 | N/A | PC | REFUGE PROGRAM FOR ENDAGERED HORSES | $3,000 | |
| MATTIE RHODES CENTER | ||||||||
| 1740 JEFFERSON | KANSAS CITY | MO | 64108 | N/A | PC | SOCIETAL BENEFIT | $2,000 | |
| THE J PAUL GETTY TRUST | ||||||||
| 1200 GETTY CENTER DR 401 | LOS ANGELES | CA | 90049 | N/A | PC | SOCIETAL BENEFIT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $513,431 | 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 | $2,224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $440,222 | 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 | $171,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $613,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,873 | 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 | AUDIT FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN #5002 | $1,894,964 | $2,433,786 |
| VALLEY COMPANY | $586,750 | $7,988,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $363 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,235 | Amt |
| Net Investment Income | $12,235 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 1ST QTR ESTIMATED TAX PAID | $10,800 |
| SECRETARY OF STATE | $40 |
Comments