BETA

LOCKTON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOCKTON FAMILY FOUNDATION (EIN 48-1135485)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-02
IRS object ID
202021549349101307
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-02T16:07:41-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16400 Glenwood Suite 100AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481135485EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL L WILLIAMSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8169609918PhoneNum
Signature2020-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph A JezakPreparerPersonNm
PTINP00731634PTIN
Phone9134994920PhoneNum
Preparation2020-05-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address136.35.11.173IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id48083720201545000000FederalOriginalSubmissionId
Federal Original Submission Id2020-06-02FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1C7E8699E1379D9BA4A521AA427045CFE7A4BF40AtSubmissionCreationDeviceId
At Submission Filing Device Id625F4CF014E6F7E446F5E8C28EC8B5AAE7516D94AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,740,514FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$88,550ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,192InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,192InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,069DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,069DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,065NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$495,271GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,064CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$154,876TotalRevAndExpnssAmt
Total Net Invst Incm$66,325TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,013TaxesRevAndExpnssAmt
Taxes Net Invst Incm$994TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,554OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,998OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$556OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,567TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,492TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,056TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,567TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,492TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$92,056TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$47,309ExcessRevenueOverExpensesAmt
Net Investment Income$55,833NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,927CashBOYAmt
Cash EOY$4,894CashEOYAmt
Cash EOYFMV$4,894CashEOYFMVAmt
Sav And Temp Cash Invst BOY$303,075SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,871SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,190,092CorporateStockBOYAmt
Corporate Stock EOY$1,530,908CorporateStockEOYAmt
Corporate Stock EOYFMV$1,704,749CorporateStockEOYFMVAmt
Total Assets BOY$1,503,094TotalAssetsBOYAmt
Total Assets EOY$1,566,673TotalAssetsEOYAmt
Total Assets EOYFMV$1,740,514TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,503,094RetainedEarningBOYAmt
Retained Earning EOY$1,566,671RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,503,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,566,671TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,503,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,566,671TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,503,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$47,309ExcessRevenueOverExpensesAmt
Other Increases$16,268OtherIncreasesAmt
Subtotal$1,566,671SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,566,671TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MS #7593 ST COVERED2019-12-31$178,831$171,115$7,716$7,716
MS #7593 LT COVERED2019-12-31$316,440$297,092$19,348$19,348
FieldValueIRS element (for citing)
Capital Gain Net Income$27,064CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$58,002AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,591,037NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036455DistributionYr1Rt
Adjusted Qlfy Distri Yr2$142,306AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,644,932NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086512DistributionYr2Rt
Adjusted Qlfy Distri Yr3$132,705AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,502,968NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.088295DistributionYr3Rt
Adjusted Qlfy Distri Yr4$102,186AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,608,359NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063534DistributionYr4Rt
Adjusted Qlfy Distri Yr5$110,198AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,680,367NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06558DistributionYr5Rt
Total Distribution0.340376TotalDistributionRt
Average Distribution0.068075AverageDistributionRt
Net Vl Noncharitable Assets$1,629,652NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$110,939AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$558NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$111,497AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,056QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,117InvestmentIncomeExciseTaxAmt
Subtotal$1,117SubtotalAmt
Tax Based On Investment Income$1,117TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Overpayment$3,883OverpaymentAmt
Applied To ES Tax$3,883AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1444 W 47TH ST SUITE 900AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHERYL L WILLIAMS
5825 OVERHILLMISSION HILLSKS66208TRUSTEE2.0$0$0$0
RONALD J LOCKTON
2321 W 59TH STREETMISSION HILLSKS66208TRUSTEE1.0$0$0$0
DONALD S LOCKTON
6715 CHEROKEE LANEMISSION HILLSKS66208TRUSTEE1.0$0$0$0
JOHN STEPHEN LOCKTON
4747 SOUTH FRANKLIN STREETCHERRY HILLS VILLAGECO80113TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,598,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,328AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,654,469TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,654,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,629,652NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,483MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,483MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,117TaxBasedOnInvestmentIncomeAmt
Total Tax$1,117TotalTaxAmt
Distributable Before Adj$80,366DistributableBeforeAdjAmt
Distributable Before Ded$80,366DistributableBeforeDedAmt
Distributable As Adjusted$80,366DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,056ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$92,056QualifyingDistributionsAmt
Adjusted Qualifying Distri$92,056AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,366DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,744ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,732ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,999ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,967ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$170,442ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$340,884TotalExcessDistributionCyovAmt
Qualifying Distributions$92,056QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$80,366AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,690RemainingDistriFromCorpusAmt
Total Corpus$352,574TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,744ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$325,830ExcessDistriCyovToNextYrAmt
Excess From Year4$23,732ExcessFromYear4Amt
Excess From Year3$58,999ExcessFromYear3Amt
Excess From Year2$60,967ExcessFromYear2Amt
Excess From Year1$170,442ExcessFromYear1Amt
Excess From Current Year$11,690ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOCSA
3100 BROADWAY STE 400KANSAS CITYMO64111NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$10,000
THE KANSAS CITY ZOO
6800 ZOO DRKANSAS CITYMO64132NONEPCGENERAL OPERATING SUPPORT - CULTURAL/ENVIRONMENT$10,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCGENERAL OPERATING SUPPORT - MEDICAL$35,000
THE ELLIS FOUNDATION
PO BOX 54FORT SCOTKS66701NONEPCGENERAL OPERATING SUPPORT - EDUCATION$10,000
THE PEMBROKE HILL SCHOOL
400 W 51ST STKANSAS CITYMO64112NONEPCGENERAL OPERATING SUPPORT - EDUCATION$5,000
SHERWOOD CARES
320 W STAFFORD RDTHOUSAND OAKSCA91361NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$2,500
WAYSIDE WAIFS
3901 MARTHA TRUMAN RDKANSAS CITYMO64137NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$10,000
CANINES FOR DISABLED KIDS
65 JAMES ST STE 210WORCESTERMA01603NONEPCGENERAL OPERATING SUPPORT - CIVIC SERVICES$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DENVER ACADEMYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14400 E ILIFF AVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80222ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING SUPPORT - EDUCATIONGrantOrContributionPurposeTxt
Amt$120,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$120,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,192ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,069ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,065ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$66,326ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,326TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHERYL L WILLIAMSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15825 OVERHILLAddressLine1Txt
CityMISSION HILLSCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd
FieldValueIRS element (for citing)
Total Contributions$88,550TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJMW & ASSOCIATESCategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY - 107593 ATCH A$1,241,042$1,414,605
MORGAN STANLEY - 17199 ATCH A$289,866$290,144

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$12$12$0
WEB HOSTING FEE$556$0$556
INVESTMENT/ADVISORY FEES$7,986$7,986$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNonDividend DistributionDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK-TAX DIFFERENCESDesc
Amt$16,268Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$994$994
FEDERAL TAXES PAID$5,019$0

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