THE HARRY J LLOYD CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HARRY J LLOYD CHARITABLE TRUST (EIN 43-6689416)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202023099349101262
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T19:31:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274360947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOAN CONNEALY & HOULEHAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13220 METCALF AVENUE SUITE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662132813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436689416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRY J LLOYD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 9138512174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 WEST 132ND STREET STE 190 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN STEDDOM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9138512174 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BOAN CPA | PreparerPersonNm |
| PTIN | P00848288 | PTIN |
| Phone | 9134919178 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.221.230.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 19:31:52 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8E7F4E6D98207260672E6F18BB7AE2EFF93CE979 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBE6C528DBB3EF4F9924F48F5E4BEAA400EED717 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,603,842 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $153,457 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153,457 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $525,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $525,536 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,000 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $4,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,137,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,707,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,137,024 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,548 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,843,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,816,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $379,943 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,989 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $303,954 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $386,275 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,628 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $347,647 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,550 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,710 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,840 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,899 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,370 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,529 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $74,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,683 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $55,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,097 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,621 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,908 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $52,848 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,570 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $42,278 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $80,685 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,034 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $76,651 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $182,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,751 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,352,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $300,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,048,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,919,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,919,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,272,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $300,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,967,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,428,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,515,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,307 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,282 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,282 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,799,107 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,536,142 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,507,965 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,103,959 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $7,963,264 | CorporateBondsBOYAmt |
| Invst Land Cost Or Other Basis | $83,067 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $77,472 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,504 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,595 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,595 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,006,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,632,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,603,842 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,453 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $19,453 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,986,688 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,632,019 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,986,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,632,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,006,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,632,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,986,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,428,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,910 | OtherIncreasesAmt |
| Subtotal | $28,632,019 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,632,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST COMMON TRUST ST | P | $30,357 | $30,357 | $30,357 | |
| NORTHERN TRUST COMMON TRUST LT | P | $72,014 | $72,014 | $72,014 | |
| NORTHERN TRUST ST - SEE ATTACHED | P | $2,998,923 | $78,974 | $78,974 | $2,919,949 |
| NORTHERN TRUST ST - SEE ATTACHED | P | $35,606,115 | $955,679 | $955,679 | $34,650,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,137,024 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $109,331 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,083,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,329,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.261839 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,761,219 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $51,826,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,836,463 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,003,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.163931 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,901,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $69,039,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143413 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,649,929 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $77,247,356 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124922 | DistributionYr5Rt |
| Total Distribution | 0.882450 | TotalDistributionRt |
| Average Distribution | 0.176490 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,977,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,820,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,835,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,967,404 | 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 | $15,152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,152 | SubtotalAmt |
| Tax Based On Investment Income | $15,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,310 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,310 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,158 | OverpaymentAmt |
| Applied To ES Tax | $8,158 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | KS | 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 | WWW2.HJLTRUST.COM/ | WebsiteAddressTxt |
| Individual With Books | STEPHEN STEDDOM | IndividualWithBooksNm |
| Phone | 9138512174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 W 132ND ST STE 190 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66213 | 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 |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JANE OVERSTREET | ||||||||
| 7200 WEST 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 3.00 | $26,250 | $0 | $0 |
| JAMI KAY | ||||||||
| 7200 WEST 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 2.00 | $3,500 | $0 | $0 |
| JEANETTE LLOYD | ||||||||
| 7200 WEST 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| DEMI LLOYD | ||||||||
| 7200 W 132ND ST SUITE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| JIM PLUEDDEMANN | ||||||||
| 7200 WEST 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| DANIEL DOTY | ||||||||
| 7200 WEST 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 2.00 | $8,750 | $0 | $0 |
| MARVIN DANIELS | ||||||||
| 7200 WEST 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | TRUSTEE | 2.00 | $3,500 | $0 | $0 |
| STEPHEN STEDDOM | ||||||||
| 7200 W 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | EXECUTIVE DI | 40.00 | $285,443 | $33,394 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| WILLIAM NYMAN | |||||||
| 7200 W 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | VICE PRES | 36.00 | $221,657 | $31,488 |
| ADAM MCCLUN | |||||||
| 7200 W 132ND ST SUITE 190 | OVERLAND PARK | KS | 66213 | PROGRAM OFFI | 40.00 | $80,318 | $18,444 |
| CHERYL COLE | |||||||
| 7200 W 132ND ST STE 190 | OVERLAND PARK | KS | 66213 | ASST VP | 40.00 | $84,300 | $6,021 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S LA SALLE ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $73,683 | CompensationAmt |
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 | $33,369,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,479,304 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $33,479,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $502,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,977,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,648,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,648,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,152 | TotalTaxAmt |
| Distributable Before Adj | $1,633,704 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,633,704 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,633,704 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,967,404 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,967,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,952,252 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,633,704 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,856,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,456,377 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,824,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,053,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,986,825 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,178,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,967,404 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,633,704 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,333,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,512,124 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,856,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,655,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,456,377 | ExcessFromYear4Amt |
| Excess From Year3 | $6,824,537 | ExcessFromYear3Amt |
| Excess From Year2 | $7,053,915 | ExcessFromYear2Amt |
| Excess From Year1 | $8,986,825 | ExcessFromYear1Amt |
| Excess From Current Year | $9,333,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN STEDDOM HARRY J LLOYD CHAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 W 132ND ST SUITE 190 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9138512174 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED "PROPOSAL GUIDELINES" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED "PROPOSAL GUIDELINES" | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED "PROPOSAL GUIDELINES" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4D MINISTRIES | |||||||||||||
| POB 120 | MONUMENT | CO | 80132 | N/A | 501(C)(3) | EVANGELISM | $85,000 | ||||||
| ALPHA USA | |||||||||||||
| 2275 HALF DAY RD | BANNOCKBURN | IL | 60015 | N/A | 501(C)(3) | EVANGELISM | $200,000 | SUITE 185 | |||||
| AWANA CLUBS INTERNATIONAL | |||||||||||||
| ONE EAST BODE ROAD | STREAMWOOD | IL | 60107 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| BLOODWATER MISSION | |||||||||||||
| 521 EIGHTH AVE SOUTH | NASHVILLE | TN | 37203 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $150,000 | SUITE 204 | |||||
| CAMPUS CRUSADE FOR CHRIST | |||||||||||||
| 2112 BROADWAY STREET NE | MINNEAPOLIS | MN | 55413 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| CANCER RESEARCH UK MANCHESTER INSTI | |||||||||||||
| N/A | RESEARCH INS | MEDICAL RESEARCH | $125,000 | UNIVERSITY OF MANCHESTER | RM 13G24 | ALDERLY PARK, SK1 | UK | ||||||
| CARE FOR CHILDREN | |||||||||||||
| 5000 W 134TH STREET | LEAWOOD | KS | 66209 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $225,000 | ||||||
| CARING FOR KIDS NETWORK INC | |||||||||||||
| 9500 WORNALL RD | KANSAS CITY | MO | 64114 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $60,000 | ||||||
| CEO GLOBAL | |||||||||||||
| 6050 STETSON HILLS BLVD | COLORADO SPRINGS | CO | 80923 | N/A | 501(C)(3) | EVANGELISM | $100,000 | ||||||
| CHALMERS CENTER FOR ECONOMIC DEVELO | |||||||||||||
| 507 MCFARLAND RD | LOOKOUT MOUNTAIN | GA | 30750 | N/A | 501(C)(3) | EVANGELISM | $175,000 | SUITE B | |||||
| CHINA PARTNERSHIP | |||||||||||||
| POB 588 | METUCHEN | NJ | 08840 | N/A | 501(C)(3) | EVANGELISM | $200,000 | ||||||
| CHILDREN IN CHRIST | |||||||||||||
| 6608 N WESTERN AVE 1053 | OKLAHOMA CITY | OK | 73116 | N/A | 501(C)(3) | EVANGELILSM | $100,000 | ||||||
| CHRISTIANS IN SPORT | |||||||||||||
| POB 2607 | BONITA SPRINGS | FL | 341332607 | N/A | 501(C)(3) | EVANGELISM | $200,000 | ||||||
| CHRISTIAN HERITAGE USA FOUNDATION | |||||||||||||
| POB 11651 | MONTGOMERY | AL | 36111 | N/A | 501(C)(3) | EVANGELISM | $125,000 | ||||||
| CITY UNION MISSION | |||||||||||||
| 1100 E 11TH STREET | KANSAS CITY | MO | 64106 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $100,000 | ||||||
| COMPASSION INTERNATIONAL INC | |||||||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | N/A | 501(C)(3) | EVANGELISM | $275,000 | ||||||
| CULTURE HOUSE | |||||||||||||
| 14808 W 117TH STREET | OLATHE | KS | 66062 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $130,000 | ||||||
| DEVELOPMENT ASSOCIATES INTERNATIONA | |||||||||||||
| POB 49278 | COLORADO SPRINGS | CO | 80949 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| ELAM MINISTRIES | |||||||||||||
| 577 N POINT PKWY 217 | ALPHARETTA | GA | 30022 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| EMERGING BUILDERS | |||||||||||||
| 3125 GILLHAM PLAZA | KANSAS CITY | MO | 64111 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $20,000 | ||||||
| ENGLISH LANGUAGE INSTITUTE | |||||||||||||
| 1629 BLUE SPRUCE DR | FT COLLINS | CO | 80524 | N/A | 501(C)(3) | EVANGELISM | $100,000 | ||||||
| ENTRUST | |||||||||||||
| POB 25520 | COLORADO SPRINGS | CO | 80936 | N/A | 501(C)(3) | EVANGELISM | $100,000 | ||||||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | 501(C)(3) | EVANGELISM | $75,000 | ||||||
| FORGOTTEN VOICES INTERNATIONAL | |||||||||||||
| 1215 GETTYSBURG PIKE | DILLSBURG | PA | 17019 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $110,000 | ||||||
| FORUM OF CHRISTIAN LEADERS | |||||||||||||
| POB 1442 | WHEATON | IL | 60187 | N/A | 501(C)(3) | EVANGELISM | $100,000 | ||||||
| FULLER THEOLOGICAL SEMINARY | |||||||||||||
| 135 N OAKLAND AVE | PASADEMA | CA | 91182 | N/A | 501(C)(3) | EVANGELISM | $100,000 | ||||||
| GLOBAL ORPHAN PROJECT | |||||||||||||
| 6114 N 9 HIGHWAY | PARKVILLE | MO | 64152 | N/A | 501(C)(3) | EVANGELISM | $25,000 | ||||||
| GLOBAL ORPHAN PROJECT | |||||||||||||
| 6114 N 9 HIGHWAY | PARKVILLE | MO | 64152 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $150,000 | ||||||
| GRAIN OF WHEAT INTERNATIONAL | |||||||||||||
| POB 1125 | WHEATON | IL | 60187 | N/A | 501(C)(3) | EVANGELISM | $20,000 | ||||||
| H L MOFFITT CANCER CENTER | |||||||||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | 501(C)(3) | MEDICAL RESEARCH | $125,000 | ||||||
| HISPANIC MINISTRY CENTER INC | |||||||||||||
| 2321 E FOURTH ST C60 | SANTA ANA | CA | 92705 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| HOPE CENTER INC | |||||||||||||
| 2800 E LINWOOD BLVD | KANSAS CITY | MO | 64128 | N/A | 501(C)(3) | EVANGELISM | $150,800 | ||||||
| HORIZONS INTERNATIONAL | |||||||||||||
| POB 18478 | BOULDER | CO | 80308 | N/A | 501(C)(3) | EVANGELISM | $110,000 | ||||||
| INDIA CHRISTIAN MINISTRIES | |||||||||||||
| POB 3925 | DANA POINT | CA | 92629 | N/A | 501(C)(3) | EVANGELISM | $134,160 | ||||||
| INSTITUTO DE NEUROCIENCIAS CSIC-UMH | |||||||||||||
| N/A | RESEARCH INS | MEDICAL RESEARCH | $124,600 | AVENIDA RAMON Y CAJAL S/N | SAN JUAN DE ALICA | SP | |||||||
| INTERNATIONAL FELLOWSHIP OF EVANGEL | |||||||||||||
| 30 S BONSON STREET | PLATTEVILLE | WI | 53818 | N/A | 501(C)(3) | EVANGELISM | $233,000 | ||||||
| INTERNATIONAL JUSTICE MISSION | |||||||||||||
| POB 58147 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $100,000 | ||||||
| INTERVARSITY CHRISTIAN FELLOWSHIP-U | |||||||||||||
| POB 7895 | MADISON | WI | 53707 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| JOSIAH VENTURE NEP | |||||||||||||
| POB 4317 | WHEATON | IL | 60189 | N/A | 501(C)(3) | EVANGELISM | $175,000 | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | N/A | 501(C)(3) | MEDICAL RESEARCH | $119,080 | ||||||
| JOYCORPS | |||||||||||||
| POB 8696 | FAYETTEVILLE | AR | 72703 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $180,000 | ||||||
| LANGHAM PARTNERSHIP USA INC | |||||||||||||
| 580A VALLEY WAY | MILPITAS | CA | 95035 | N/A | 501(C)(3) | EVANGELISM | $250,000 | ||||||
| LIFE IN ABUNDANCE INTERNATIONAL | |||||||||||||
| POB 660367 | DALLAS | TX | 75266 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $200,000 | ||||||
| LIFEWATER INC | |||||||||||||
| 75 ZACA LN | SAN LUIS OBISPO | CA | 93401 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $150,000 | SUITE 100 | |||||
| LOGOSDOR | |||||||||||||
| 5054 PLEASANT VALLEY RD | VIRGINIA BEACH | VA | 23464 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| LUIS PALAU EVANGELISTIC ASSOCIATION | |||||||||||||
| POX 50 | PORTLAND | OR | 97207 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||||||||
| 1275 YORK AVENUE | NEW YORK CITY | NY | 10065 | N/A | 501(C)(3) | MEDICAL RESEARCH | $100,000 | ||||||
| MILITARY COMMUNITY YOUTH MINISTRIES | |||||||||||||
| POB 2486 | COLORADO SPRINGS | CO | 80901 | N/A | 501(C)(3) | EVANGELISM | $50,000 | ||||||
| MISSION ADELANTE INC | |||||||||||||
| 22 S 18TH STREET | KANSAS CITY | KS | 66102 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $11,341 | ||||||
| MISSION EURASIA INC | |||||||||||||
| POB 496 | WHEATON | IL | 60187 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| MISSION INDIA | |||||||||||||
| POB 141312 | GRAND RAPIDS | MI | 49513 | N/A | 501(C)(3) | EVANGELISM | $250,054 | ||||||
| MOFFITT CANCER CENTER | |||||||||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | 501(C)(3) | MEDICAL RESEARCH | -$10,166 | ||||||
| NATIONAL CHRISTIAN CHARITABLE FOUND | |||||||||||||
| 11625 RAINWATER DR | ALPHARETTA | GA | 30009 | N/A | 501(C)(3) | EVANGELISM | $228,500 | SUITE 50 | |||||
| NAVIGATORS THE | |||||||||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80034 | N/A | 501(C)(3) | EVANGELISM | $172,000 | ||||||
| OPEN DOORS WITH BROTHER ANDREW INC | |||||||||||||
| POB 27001 | SANTA ANA | CA | 92799 | N/A | 501(C)(3) | EVANGELISM | $150,000 | ||||||
| PASTORSERVE | |||||||||||||
| 6804 W 107TH STREET 100 | OVERLAND PARK | KS | 66212 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $22,400 | ||||||
| QUEEN MARY UNIVERSITY OF LONDON | |||||||||||||
| N/A | RESEARCH INS | MEDICAL RESEARCH | $100,000 | 5 WALDEN STREET | LONDON E1 2EF | UK | |||||||
| PROVIDENCE SCHOOL OF ARTS | |||||||||||||
| 6422 WOODLAND AVE | KANSAS CITY | MO | 64113 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $5,000 | ||||||
| REDEEMER CITY TO CITY | |||||||||||||
| 1359 BROADWAY | NEW YORK CITY | NY | 10018 | N/A | 501(C)(3) | EVANGELISM | $260,000 | SUITE 1102 | |||||
| SCHOLARLEADERS INTERNATIONAL | |||||||||||||
| 27850 IRMA LEE CIR 101 | LAKE FOREST | IL | 60045 | N/A | 501(C)(3) | EVANGELISM | $100,000 | ||||||
| SERVANT CHRISTIAN FOUNDATION | |||||||||||||
| 7171 W 9TH STREET 501 | OVERLAND PARK | KS | 66212 | N/A | 501(C)(3) | EVANGELISM | $250,000 | ||||||
| SIM | |||||||||||||
| POB 7900 | CHARLOTTE | NC | 282417900 | N/A | 501(C)(3) | EVANGELISM | $75,000 | ||||||
| SOUTH ASIA ADVOCATES | |||||||||||||
| POB 2993 | KIRKLAND | WA | 980832993 | N/A | 501(C)(3) | EVANGELISM | $50,000 | ||||||
| STADIA NEW CHURCH STRATEGIES | |||||||||||||
| PO BOX 699 | UNIONTOWN | OH | 44685 | N/A | 501(C)(3) | EVANGELISM | $65,000 | ||||||
| STRATEGIC GLOBAL ASSISTANCE INC | |||||||||||||
| 513 S MAIN STREET | ELKHART | IN | 46516 | N/A | 501(C)(3) | EVANGELISM | $200,000 | SUITE 2 | |||||
| STRATEGIC RESOURCE GROUP INC | |||||||||||||
| PO BOX 1809 | EASTON | MD | 21601 | N/A | 501(C)(3) | EVANGELISM | $207,830 | ||||||
| TEARFUND | |||||||||||||
| ONE WHITEHALL ST | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $150,000 | 2ND FLOOR | |||||
| THORNSTON EDUCATIONAL FUND | |||||||||||||
| PO BOX 2951 | WRIGHTWOOD | CA | 92397 | N/A | 501(C)(3) | EVANGELISM | $200,000 | ||||||
| UNIVERSITY OF CA - SAN DIEGO | |||||||||||||
| 9500 GILMAN DR | LA JOLIA | CA | 92093 | N/A | 501(C)(3) | MEDICAL RESEARCH | $115,000 | ||||||
| UNIVERSITY OF QUEENSLAND | |||||||||||||
| N/A | RESEARCH INS | MEDICAL RESEARCH | $111,723 | 37 KENT STREET | QUEENSLAND | AS | WOOLLOONGABBA | ||||||
| URBAN SCHOLASTI CENTER | |||||||||||||
| 2900 MINNESOTA AVE | KANSAS CITY | KS | 66102 | N/A | 501(C)(3) | EVANGELISM | $43,880 | ||||||
| VERITAS FORUM | |||||||||||||
| ONE BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | N/A | 501(C)(3) | EVANGELISM | $225,000 | ||||||
| VIVA NETWORK NORTH AMERICA | |||||||||||||
| 330 COUNTRY RD 16 1/2 | LONGMONT | CO | 80504 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $130,000 | ||||||
| WEIZMANN INSTITUTE OF SCIENCE | |||||||||||||
| N/A | RESEARCH INS | MEDICAL RESEARCH | $125,000 | HERZL ST 234 | REHOVOT | IS | |||||||
| WORLD RELIEF CORP OF NATIONAL ASSOC | |||||||||||||
| 7 E BALTIMORE STREET | BALTIMORE | MD | 21202 | N/A | 501(C)(3) | GEN'L CHRISTIAN PURPOSES | $40,000 | ||||||
| YOUNG LIFE | |||||||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | 501(C)(3) | EVANGELISM | $40,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,919,202 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,457 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $525,536 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,000 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,137,024 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOLIDAY ACRES ASSOCIATES | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $23,548 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,839,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,843,565 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | ELEMENT OF COMMON CONTROL | RelationshipDescriptionTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS OFFICE EQUIPMENT & FURNITURE | PropertyDesc |
| Cost Or Other Basis | $83,068 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $82,497 | PriorYearDepreciationAmt |
| Computation Method | MACRS | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $3,908 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - EQUITIES | StockNm |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,536,142 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,507,965 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $83,067 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $77,472 | AccumulatedDepreciationAmt |
| Book Value | $5,595 | BookValueAmt |
| EOYFMV | $5,595 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $47,899 | LegalFeesAmt |
| Net Investment Income | $14,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,529 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MEDICAL GRANT CONSULTANT FEES | $38,000 | $38,000 | |
| OTHER CONSULTANT FEES | $24,000 | $24,000 | |
| SPONSORSHIP-CHARITIES | $14,300 | $14,300 | |
| POSTAGE & SHIPPING | $1,967 | $1,770 | $197 |
| OFFICE EXPENSE | $20,048 | $16,038 | $4,010 |
| TELEPHONE | $11,447 | $9,158 | $2,289 |
| INSURANCE | $2,889 | $2,311 | $578 |
| CONVENING | $9,105 | $9,105 | |
| RESEARCH | $40,000 | $40,000 | |
| BANK FEES | $143 | $143 | |
| INVESTMENT CUSTODIAL FEES | $3,034 | $3,034 | |
| CONTRACTOR FEES | $17,500 | $14,000 | $3,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOLIDAY ACRES ASSOCIATES | Desc |
| Revenue And Expenses Per Books | $23,548 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET BOOK/TAX DIFF-ACCRUED INTEREST & K-1 | Desc |
| Amt | $73,910 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $74,683 | Amt |
| Net Investment Income | $74,683 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL & GENERAL TAXES | $35,776 | $7,155 | $28,621 |
| EXCISE TAXES | $15,000 | $15,000 | |
| FOREIGN TAXES | $4,942 | $4,942 |
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