JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR (EIN 54-6828522)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349101013
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:24:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481238645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKSNELSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 E 104TH ST SUITE 300 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546828522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK AND SUSAN PIERSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 9135410066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WEST 63RD STREET | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN K PIERSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 9133624364 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH E SCHILTZ | PreparerPersonNm |
| PTIN | P01312060 | PTIN |
| Phone | 8167437700 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.151.48.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 14:57:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05635EF023246D93F228C9760C17B6DED85358BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FE0A1C990AC5CFE551F1C2F8BF3E23FBD317104 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,063,993 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,310 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $652 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $652 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $29,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $602 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $602 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $733 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,573 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $893,696 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $869,341 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,042,420 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $972,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $890,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,993 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $50,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $50,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $921,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $890,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $921,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $890,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $972,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $890,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $921,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $890,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $890,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| LT COVERED FROM VANGUARD 6551 | 2018-12-31 | $25,000 | $23,727 | $1,273 | $1,273 | |
| CAPITAL GAINS DIVIDENDS | $37 | $37 | $37 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,310 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,143,259 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,133 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,078,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,346 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,032,826 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,491 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $997,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047603 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,507 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $963,049 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046215 | DistributionYr5Rt |
| Total Distribution | 0.243835 | TotalDistributionRt |
| Average Distribution | 0.048767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,172,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $270 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,000 | 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 | $270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $270 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN K PIERSON | IndividualWithBooksNm |
| Phone | 9133624364 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WEST 63RD STREET | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY P COLEMAN | ||||||||
| 10108 NW 74ST | KANSAS CITY | MO | 64152 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN PIERSON | ||||||||
| 2801 WEST 63RD STREET | SHAWNEE MISSION | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MERRILL NUNNALLY | ||||||||
| 1505 LANDSFORD DR | ALLEN | TX | 75013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,148,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,190,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,190,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,172,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable Before Adj | $58,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $270 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $183 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $794 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,350 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $599 | ExcessFromYear2Amt |
| Excess From Year1 | $751 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY FOR INTEGRATED ARTS | ||||||
| 7910 TROOST AVE | KANSAS CITY | MO | 64131 | PC | EDUCATION | $5,000 |
| ARIZONA-SONORA DESERT MUSEUM | ||||||
| 2021 N KINNEY ROAD | TUSCON | AZ | 85743 | PC | CHARITABLE | $1,000 |
| BOYS AND GIRLS CLUB OF GREATER KANSAS CITY | ||||||
| 2405 ELMWOOD AVE | KANSAS CITY | MO | 64127 | PC | CHARITABLE | $2,000 |
| CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED | ||||||
| 3101 MAIN STREET | KANSAS CITY | MO | 64111 | PC | CHARITABLE | $1,000 |
| CHILDREN'S MERCY HOSPITAL FOUNDATION | ||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | PC | CHARITABLE | $2,000 |
| CITY UNION MISSION | ||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | PC | CHARITABLE | $2,000 |
| GREAT PLAINS SPCA | ||||||
| 5424 ANTIOCH DR | MERRIAM | KS | 66202 | PC | PREVENTION OF CRUELTY TO ANIMALS | $2,000 |
| HARVESTERS | ||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | PC | CHARITABLE | $1,000 |
| HOPE HOUSE | ||||||
| PO BOX 577 | LEES SUMMIT | MO | 64063 | PC | CHARITABLE | $2,000 |
| HORIZON ACADEMY | ||||||
| 4901 REINHARDT DR STE A | ROELAND PARK | KS | 66205 | PC | EDUCATION | $10,000 |
| KANSAS CITY NATIVE PLANT INITIATIVE INC | ||||||
| PO BOX 32131 | KANSAS CITY | MO | 64171 | PC | CHARITABLE | $1,000 |
| KC PET PROJECT | ||||||
| 4400 RAYTOWN RD | KANSAS CITY | MO | 64129 | PC | PREVENTION OF CRUELY TO ANIMALS | $2,000 |
| KC RESCUE MISSION | ||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | PC | CHARITABLE | $2,000 |
| NATIONAL WWI MUSEUM | ||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | PC | CHARITABLE | $3,000 |
| SALVATION ARMY | ||||||
| 1351 E 10TH ST | KANSAS CITY | MO | 64106 | PC | CHARITABLE | $2,000 |
| SHAWNEE INDIAN MISSION FOUNDATION | ||||||
| 3403 W 53RD ST | FAIRWAY | KS | 66205 | PC | CHARITABLE | $5,000 |
| THE NATURE CONSERVANCY | ||||||
| 2420 NW BUTTON ROAD | TOPEKA | KS | 66618 | PC | CHARITABLE | $2,000 |
| TUSCON BOTANICAL GARDENS | ||||||
| 2150 N ALVERNON WAY | TUSCON | AZ | 85716 | PC | CHARITABLE | $1,000 |
| VILLAGE PRESBYTERIAN CHURCH | ||||||
| 6641 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | PC | CHARITABLE | $10,000 |
| WAYSIDE WAIFS | ||||||
| 3901 E MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | PC | PREVENTION OF CRUELY TO ANIMALS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,878 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $652 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,310 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $29,862 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,862 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | INCOME FROM INVESTMENTS IS USED TO FUND THE FOUNDATION'S ANNUAL |
| 2 | DISBURSEMENT TO QUALIFIED CHARITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $869,341 | BookValueAmt |
| EOYFMV | $1,042,420 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $602 | LegalFeesAmt |
| Net Investment Income | $602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $652 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $652 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $652 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $419 | $419 | $0 |
| 2017 EXCISE TAX PAID IN 2018 | $314 | $314 | $0 |
Comments