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JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR (EIN 54-6828522)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-15
IRS object ID
202032899349100708
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)
Return2020-10-15T09:44:16-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481238645PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARKSNELSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11310 E 104TH ST SUITE 300AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546828522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACK AND SUSAN PIERSON CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone9135410066PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 WEST 63RD STREETAddressLine1Txt
CitySHAWNEE MISSIONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN K PIERSONPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone9133624364PhoneNum
Signature2020-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH E SCHILTZPreparerPersonNm
PTINP01312060PTIN
Phone8167437700PhoneNum
Preparation2020-09-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.151.48.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-11IPDt
IP Tm20:11:28IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0FE0A1C990AC5CFE551F1C2F8BF3E23FBD317104AtSubmissionFilingDeviceId
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$1,225,061FMVAssetsEOYAmt
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$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,785DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,785DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,051NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$80,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,051CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,855TotalRevAndExpnssAmt
Total Net Invst Incm$38,855TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$405LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$405LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$690TaxesRevAndExpnssAmt
Taxes Net Invst Incm$690TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$303OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$303OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,398TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,398TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,398TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,043ExcessRevenueOverExpensesAmt
Net Investment Income$34,457NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,573SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,221SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,221SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$869,341OtherInvestmentsBOYAmt
Other Investments EOY$822,650OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,181,840OtherInvestmentsEOYFMVAmt
Total Assets BOY$890,914TotalAssetsBOYAmt
Total Assets EOY$865,871TotalAssetsEOYAmt
Total Assets EOYFMV$1,225,061TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$890,914RetainedEarningBOYAmt
Retained Earning EOY$865,871RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$890,914TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$865,871TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$890,914TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$865,871TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$890,914TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,043ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$865,871SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$865,871TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLT COVERED VANGUARD 6551PropertyDesc
Sold2019-12-31SoldDt
Gross Sales Price$80,000GrossSalesPriceAmt
Cost Or Other Basis$69,949CostOrOtherBasisAmt
Gain Or Loss$10,051GainOrLossAmt
Gains Minus Excess Or Losses$10,051GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,051CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$57,730AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,172,950NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049218DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,286AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,143,259NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050108DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,133AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,078,455NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050195DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,346AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,032,826NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049714DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,491AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$997,640NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047603DistributionYr5Rt
Total Distribution0.246838TotalDistributionRt
Average Distribution0.049368AverageDistributionRt
Net Vl Noncharitable Assets$1,156,619NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$57,100AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$345NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$57,445AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$59,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$345InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$345SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$345TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$345ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$345TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN K PIERSONIndividualWithBooksNm
Phone9133624364PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 WEST 63RD STREETAddressLine1Txt
CitySHAWNEE MISSIONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIMBERLY P COLEMAN
10108 NW 74STKANSAS CITYMO64152TRUSTEE0.00$0$0$0
SUSAN PIERSON
2801 WEST 63RD STREETSHAWNEE MISSIONKS66208TRUSTEE1.00$0$0$0
MERRILL NUNNALLY
1505 LANDSFORD DRALLENTX75013TRUSTEE0.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,144,717AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,515AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,174,232TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,174,232AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,613CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,156,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,831MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,831MinimumInvestmentReturnAmt
Tax Based On Investment Income$345TaxBasedOnInvestmentIncomeAmt
Total Tax$345TotalTaxAmt
Distributable Before Adj$57,486DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,486DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,486DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$59,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$345PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$59,155AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,486DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$599ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$751ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,350TotalExcessDistributionCyovAmt
Qualifying Distributions$59,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$57,486AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,014RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,364TotalCorpusAmt
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$3,364ExcessDistriCyovToNextYrAmt
Excess From Year3$599ExcessFromYear3Amt
Excess From Year2$751ExcessFromYear2Amt
Excess From Current Year$2,014ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
5050 IN 2020
520 8TH AVENUE 24TH FLOORNEW YORKNY10018PCCHARITABLE$500
ARIZONA-SONORA DESERT MUSEUM
2021 N KINNEY ROADTUSCONAZ85743PCCHARITABLE$2,500
CHILDREN'S MERCY HOSPITAL FOUNDATION
2401 GILLHAM RDKANSAS CITYMO64108PCCHARITABLE$2,500
CITY UNION MISSION
1100 E 11TH STKANSAS CITYMO64106PCCHARITABLE$1,000
HEART OF AMERICA COUNCIL
10210 HOLMES RDKANSAS CITYMO64131PCCHARITABLE$2,500
HOPE HOUSE
PO BOX 577LEES SUMMITMO64063PCCHARITABLE$1,000
HORIZON ACADEMY
4901 REINHARDT DR STE AROELAND PARKKS66205PCEDUCATION$10,000
KANSAS CITY COMMUNITY GARDENS
6917 KENSINGTON AVEKANSAS CITYMO64132PCCHARITABLE$3,000
NATIONAL WWI MUSEUM
2 MEMORIAL DRIVEKANSAS CITYMO64108PCCHARITABLE$1,000
POWELL GARDENS
1609 US-50 EKINGSVILLEMO64061PCCHARITABLE$5,500
ROSE BROOKS CENTER
PO BOX 320599KANSAS CITYMO64132PCCHARITABLE$500
SHAWNEE INDIAN MISSION FOUNDATION
3403 W 53RD STFAIRWAYKS66205PCCHARITABLE$10,000
SOCIETY OF FELLOWS - NELSON ATKINS MUSEUM
4525 OAK STREETKANSAS CITYMO64111PCCHARITABLE$5,000
THE WESTPORT GARDEN CLUB
6917 KENSINGTON AVEKANSAS CITYMO64132PCCHARITABLE$2,500
TUSCAN BOTANICAL GARDENS
2150 N ALVERNON WAYTUSCONAZ85716PCCHARITABLE$2,000
VILLAGE PRESBYTERIAN CHURCH
6641 MISSION RDPRAIRIE VILLAGEKS66208PCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,785RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,051RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$38,855RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,855TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1INCOME FROM INVESTMENTS IS USED TO FUND THE FOUNDATION'S ANNUAL
2DISBURSEMENT TO QUALIFIED CHARITIES

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$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$822,650BookValueAmt
EOYFMV$1,181,840EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$405LegalFeesAmt
Net Investment Income$405NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$303RevenueAndExpensesPerBooksAmt
Net Investment Income$303NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$420$420$0
2018 EXCISE TAX PAID IN 2019$270$270$0

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