GRIDLEY FAM FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GRIDLEY FAM FOUNDATION TR (EIN 04-3528697)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202023179349100247
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)
Return2020-11-12T09:36:30-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480685589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KIRKPATRICK SPRECKER & COLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1311 S HILLSIDEAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672112130ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043528697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRIDLEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRIDBusinessNameControlTxt
Phone3167336485PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49173AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCURTIS GRIDLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3167336485PhoneNum
Signature2020-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW G ROOKS CPAPreparerPersonNm
PTINP01637604PTIN
Phone3166851411PhoneNum
Preparation2020-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-06IPDt
IP Tm09:16:36IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id93BEF0B06346A05099A94350DD06E507F89F770CAtSubmissionCreationDeviceId
At Submission Filing Device Id93BEF0B06346A05099A94350DD06E507F89F770CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,301,466FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$203InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$203InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$94,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,076DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$5,110GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$5,110GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$5,110NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$46,040NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,588,774GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,040CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$145,429TotalRevAndExpnssAmt
Total Net Invst Incm$145,429TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$49,808OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$49,808OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,450PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,450PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$38,295LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,079AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,931OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$787InterestRevAndExpnssAmt
Interest Net Invst Incm$693InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$8,448TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$8,072TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$39,738DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$9,867OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$9,867OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,193TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$109,594OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$101,133OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$307,190TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$693TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$171,330TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$380,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$693TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$244,890TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$235,321ExcessRevenueOverExpensesAmt
Net Investment Income$144,736NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,509CashBOYAmt
Cash EOY$55,512CashEOYAmt
Cash EOYFMV$55,512CashEOYFMVAmt
Sav And Temp Cash Invst BOY$39,850SavAndTempCashInvstBOYAmt
Corporate Stock BOY$4,317,474CorporateStockBOYAmt
Corporate Stock EOY$1,774,740CorporateStockEOYAmt
Corporate Stock EOYFMV$1,786,290CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,499,402LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$39,738LandBldgEquipAccumDeprecAmt
Land BOY$922,704LandBOYAmt
Land EOY$3,459,664LandEOYAmt
Land EOYFMV$3,459,664LandEOYFMVAmt
Total Assets BOY$5,344,537TotalAssetsBOYAmt
Total Assets EOY$5,289,916TotalAssetsEOYAmt
Total Assets EOYFMV$5,301,466TotalAssetsEOYFMVAmt
Loans From Officers EOY$153,924LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$26,776MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,700TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,388,450CapitalStockBOYAmt
Capital Stock EOY$1,388,450CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,956,087RetainedEarningBOYAmt
Retained Earning EOY$3,720,766RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,344,537TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,109,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,344,537TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,289,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,344,537TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$235,321ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,109,216SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,109,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-04-15$25,814$25,826-$12-$12
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-05-08$47,694$47,679$15$15
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-07-18$787,550$776,774$10,776$10,776
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-08-28$577,070$564,204$12,866$12,866
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-10-04$11,296$11,046$250$250
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-10-04$8,126$7,947$179$179
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-10-04$232,480$227,351$5,129$5,129
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-10-04$73,132$71,519$1,613$1,613
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-10-04$178,746$174,824$3,922$3,922
VANGUARD SHRT TRM CORP BD ETF (VCSH)2019-11-07$646,866$635,564$11,302$11,302
FieldValueIRS element (for citing)
Capital Gain Net Income$46,040CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,014,179AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,134,217NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.197533DistributionYr1Rt
Adjusted Qlfy Distri Yr2$159,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,380,910NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029567DistributionYr2Rt
Adjusted Qlfy Distri Yr3$150,485AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,451,764NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043597DistributionYr3Rt
Adjusted Qlfy Distri Yr4$157,066AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,599,117NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043640DistributionYr4Rt
Adjusted Qlfy Distri Yr5$130,864AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,163,160NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041371DistributionYr5Rt
Total Distribution0.355708TotalDistributionRt
Average Distribution0.071142AverageDistributionRt
Net Vl Noncharitable Assets$3,621,048NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$257,609AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,447NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$259,056AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,794,289QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,447InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,447SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,447TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,175EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,175TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,728OverpaymentAmt
Applied To ES Tax$1,480AppliedToESTaxAmt
Refund$6,248RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone3167336485PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49173AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67201ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CURTIS D GRIDLEY
PO BOX 49173WICHITAKS67201TRUSTEE0.00$0$0$0
TRACY A HOOVER
PO BOX 49173WICHITAKS67201TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PURCHASED A WAREHOUSE BUILDING AND REMODELED IT FOR THE 501(C)(3) ORGANIZATION, GROOVER LABS, INC, TO RUN ITS CHARITABLE OPERATIONS.Description1Txt
Expenses1$2,549,399Expenses1Amt
Total$2,549,399TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,534,614AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,676,191TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,676,191AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,621,048NetVlNoncharitableAssetsAmt
Minimum Investment Return$181,052MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$181,052MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,447TaxBasedOnInvestmentIncomeAmt
Total Tax$1,447TotalTaxAmt
Distributable Before Adj$179,605DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$179,605DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$179,605DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,890ExpensesAndContributionsAmt
Program Related Invst Total$2,549,399ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,794,289QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,447PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,792,842AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$179,605DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$492,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$492,304TotalExcessDistributionCyovAmt
Qualifying Distributions$2,794,289QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$179,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,614,684RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,106,988TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,106,988ExcessDistriCyovToNextYrAmt
Excess From Year1$492,304ExcessFromYear1Amt
Excess From Current Year$2,614,684ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
36 DEGREES NORTH
36 E CAMERON STREETTULSAOK74104NONEPCGENERAL SUPPORT$250
FAB LAB TULSA
710 S LEWIS AVETULSAOK74104NONEPCGENERAL SUPPORT$250
GIRL SCOUTS OF KANSAS HEARTLAND
360 S LEXINGTON ROADWICHITAKS67218NONEPCGENERAL SUPPORT$250
GROOVER LABS
334 N ST FRANCIS AVEWICHITAKS67202NONEPCGENERAL SUPPORT$30,000
KANSAS TECH COUNCIL
1100 MAIN SUITE 400KANSAS CITYMO64105NONEPCGENERAL SUPPORT$10,000
KMUW
121 N MEADWICHITAKS67202NONEPCGENERAL SUPPORT$10,000
KPTS
320 W 21ST ST NWICHITAKS67203NONEPCGENERAL SUPPORT$250
LINDA HALL LIBRARY
5109 CHERRY STKANSAS CITYMO64110NONEPCGENERAL SUPPORT$10,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
7 MASSACHUSETTS AVECAMBRIGEMA02139NONEPCGENERAL SUPPORT$5,000
ORPHEUM THEATRE
220 N BROADWAYWICHITAKS67202NONEPCGENERAL SUPPORT$2,500
TALL GRASS FILM ASSOCIATION
212 N MARKET STWICHITAKS67202NONEPCGENERAL SUPPORT$1,000
TECH SOUP
515 CRUISE STCORINTHMS38834NONEPCGENERAL SUPPORT$60
VDGSA
151 N ROCK ISLAND 2DWICHITAKS67202NONEPCGENERAL SUPPORT$500
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA02481NONEPCGENERAL SUPPORT$500
WICHITA ART MUSEUM
1400 WEST MUSEUM BLVDWICHITAKS67203NONEPCGENERAL SUPPORT$1,000
WICHITA YMCA
402 N MARKETWICHITAKS67202NONEPCGENERAL SUPPORT$1,000
WICHITA STATE ULRICH MUSEUM
1845 FAIRMOUNTWICHITAKS67260NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,560TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$203ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,076ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$5,110ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,040ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$145,429ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$145,429TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,079Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (23 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING2019-01-01$922,704SL39.000000000000$22,673$0$0
BUILDING REMODEL - DESIGN & CONSTRUCTION2019-11-01$2,368,773SL39.000000000000$7,592$0$0
CHAIRS2019-11-01$61,397200DB5.000000000000$3,070$0$0
FILING CABINETS2019-11-01$7,658200DB5.000000000000$383$0$0
MAKER SPACE EQUIPMENT2019-11-01$7,935200DB7.000000000000$283$0$0
FORD TRANSIT VAN2019-11-02$27,299200DB5.000000000000$1,365$0$0
TABLES & COUNTERTOPS2019-11-01$36,375200DB5.000000000000$1,819$0$0
STANDING DESKS2019-11-01$3,565200DB5.000000000000$178$0$0
TELEVISIONS2019-11-01$3,000200DB5.000000000000$150$0$0
PHONE BOOTH2019-11-01$3,940200DB5.000000000000$197$0$0
TORMACH EQUIPMENT2019-11-01$9,000200DB7.000000000000$321$0$0
LASER CUTTER2019-11-01$3,091200DB7.000000000000$110$0$0
WELDING EQUIPMENT2019-11-01$4,570200DB7.000000000000$163$0$0
GRIZZLEY EQUIPMENT2019-11-01$3,674200DB7.000000000000$131$0$0
TORMACH EQUIPMENT2019-11-01$2,899200DB7.000000000000$104$0$0
TORMACH EQUIPMENT2019-11-01$5,220200DB7.000000000000$186$0$0
GRIZZLY EQUIPMENT2019-11-01$2,698200DB7.000000000000$96$0$0
CNC ROUTER TABLE2019-11-01$7,224200DB7.000000000000$258$0$0
SAW STOP2019-11-01$3,377200DB7.000000000000$121$0$0
TVS AND MOUNTS2019-11-01$2,655200DB7.000000000000$95$0$0
SECURITY CAMERAS2019-11-01$2,942200DB7.000000000000$105$0$0
NETWORKING EQUIPMENT2019-11-01$4,382200DB7.000000000000$158$0$0
Z RACKS2019-11-01$5,024200DB7.000000000000$180$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO ETF TRUST ENHAN SHRT MA AC ETF (MINT)$1,218,323$1,219,080
VANGUARD SHRT TRM CORP BD ETF (VCSH)$556,417$567,210

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (23 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$922,704$22,673$900,031$900,031
BUILDING REMODEL - DESIGN & CONSTRUCTION$2,368,773$7,592$2,361,181$2,361,181
CHAIRS$61,397$3,070$58,327$58,327
FILING CABINETS$7,658$383$7,275$7,275
MAKER SPACE EQUIPMENT$7,935$283$7,652$7,652
FORD TRANSIT VAN$27,299$1,365$25,934$25,934
TABLES & COUNTERTOPS$36,375$1,819$34,556$34,556
STANDING DESKS$3,565$178$3,387$3,387
TELEVISIONS$3,000$150$2,850$2,850
PHONE BOOTH$3,940$197$3,743$3,743
TORMACH EQUIPMENT$9,000$321$8,679$8,679
LASER CUTTER$3,091$110$2,981$2,981
WELDING EQUIPMENT$4,570$163$4,407$4,407
GRIZZLEY EQUIPMENT$3,674$131$3,543$3,543
TORMACH EQUIPMENT$2,899$104$2,795$2,795
TORMACH EQUIPMENT$5,220$186$5,034$5,034
GRIZZLY EQUIPMENT$2,698$96$2,602$2,602
CNC ROUTER TABLE$7,224$258$6,966$6,966
SAW STOP$3,377$121$3,256$3,256
TVS AND MOUNTS$2,655$95$2,560$2,560
SECURITY CAMERAS$2,942$105$2,837$2,837
NETWORKING EQUIPMENT$4,382$158$4,224$4,224
Z RACKS$5,024$180$4,844$4,844

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$38,295LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$4,643$0$0$0
PAYROLL TAXES & OTHER EXPENSES$3,980$0$0$3,980
OFFICE EXPENSES$3,818$0$0$0
SUPPLIES$495$0$0$495
SMALL TOOLS$96,658$0$0$96,658

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKETING$39,803$0$0$0
CONSULTING$128$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$8,072$0$0$8,072
VEHICLE REGISTRATION$306$0$0$0
ANNUAL REGISTRATION$70$0$0$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROOVER LABS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 N ST FRANCIS STAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67202ZIPCd
FieldValueIRS element (for citing)
EIN843484606EIN
DescTHE TRANSFER TO GROOVER LABS, INC IS A CHARITABLE CONTRIBUTION FOR WHICH DOCUMENTATION IS KEPT.Desc
Amt$30,000Amt
FieldValueIRS element (for citing)
Total$30,000TotalAmt

Comments

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