MUCHNIC FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MUCHNIC FOUNDATION (EIN 48-6102818)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-02-12
IRS object ID
201920439349100102
Schema version
2017v2.3
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)
Return2019-02-12T08:25:56-06:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16400 Glenwood Suite 100AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486102818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Muchnic FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MS SHARON MEIERInCareOfNm
Business Name ControlMUCHBusinessNameControlTxt
Phone9133674164PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 329AddressLine1Txt
CityAtchisonCityNm
State AbbreviationKSStateAbbreviationCd
ZIP660022415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID C MIZEPersonNm
Person TitlepresidentPersonTitleTxt
Phone7193398679PhoneNum
Signature2019-01-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErin S MorganPreparerPersonNm
PTINP01336391PTIN
Phone9134994920PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.131.216.186IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id48083720190435000000FederalOriginalSubmissionId
Federal Original Submission Id2019-02-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDBCAABC6FAEA6A174C494353B058CE27974D2872AtSubmissionCreationDeviceId
At Submission Filing Device IdDBCAABC6FAEA6A174C494353B058CE27974D2872AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,564,080FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,765InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,765InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$486,200DividendsRevAndExpnssAmt
Dividends Net Invst Incm$486,200DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$875,606GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$121,978CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$333OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$610,276TotalRevAndExpnssAmt
Total Net Invst Incm$609,943TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,910CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,910CompOfcrDirTrstNetInvstIncmAmt
Pension Empl Bnft Rev And Expnss$1,717PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,717PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,087OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,087OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$19,381TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$64,098OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$64,098OccupancyDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$106,193TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$65,815TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$390,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$390,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$496,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,997TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$455,815TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$114,083ExcessRevenueOverExpensesAmt
Net Investment Income$588,946NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$746,597CashBOYAmt
Cash EOY$686,920CashEOYAmt
Cash EOYFMV$686,920CashEOYFMVAmt
Corporate Stock BOY$2,069,295CorporateStockBOYAmt
Corporate Stock EOY$2,243,055CorporateStockEOYAmt
Corporate Stock EOYFMV$9,857,160CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$20,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$20,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$20,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$20,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$2,835,892TotalAssetsBOYAmt
Total Assets EOY$2,949,975TotalAssetsEOYAmt
Total Assets EOYFMV$10,564,080TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,835,892RetainedEarningBOYAmt
Retained Earning EOY$2,949,975RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,835,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,949,975TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,835,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,949,975TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,835,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$114,083ExcessRevenueOverExpensesAmt
Subtotal$2,949,975SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,949,975TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN - ST$135,499$154,375-$18,876-$18,876
JP MORGAN - LT$740,107$599,253$140,854$140,854
FieldValueIRS element (for citing)
Capital Gain Net Income$121,978CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$473,486AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,080,450NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046971DistributionYr1Rt
Adjusted Qlfy Distri Yr2$467,162AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,637,389NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048474DistributionYr2Rt
Adjusted Qlfy Distri Yr3$473,860AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,828,216NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048214DistributionYr3Rt
Adjusted Qlfy Distri Yr4$469,888AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,771,548NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048087DistributionYr4Rt
Adjusted Qlfy Distri Yr5$492,826AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,377,421NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052555DistributionYr5Rt
Total Distribution0.244301TotalDistributionRt
Average Distribution0.04886AverageDistributionRt
Net Vl Noncharitable Assets$10,608,102NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$518,312AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,889NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$524,201AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$455,815QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,779InvestmentIncomeExciseTaxAmt
Subtotal$11,779SubtotalAmt
Tax Based On Investment Income$11,779TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,800TotalPaymentsAndCreditsAmt
Overpayment$1,021OverpaymentAmt
Applied To ES Tax$1,021AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MS SHARON MEIERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9133674164PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1704 N 4TH STAddressLine1Txt
CityATCHISONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP660022415ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
DAVID C MIZE
1404 Hawk Parkway Suite 213MONTROSECO81401PRESIDENT1.0$0$0$0
ANNE MIZE
1815 11TH AVENUE ESEATTLEWA98102DIRECTOR1.0$0$0$0
DAPHNE NAN MUCHNIC
2209 W 68TH STREETMISSION HILLSKS66208DIRECTOR1.0$0$0$0
SHARON MEIER
704 NORTH 4TH STREETATCHISONKS66002SECRETARY-TREASURER1.0$2,910$0$0PO BOX 329

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,153,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$917,958AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,697,720FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,769,647TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,769,647AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,545CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,608,102NetVlNoncharitableAssetsAmt
Minimum Investment Return$530,405MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$530,405MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,779TaxBasedOnInvestmentIncomeAmt
Total Tax$11,779TotalTaxAmt
Distributable Before Adj$518,626DistributableBeforeAdjAmt
Distributable Before Ded$518,626DistributableBeforeDedAmt
Distributable As Adjusted$518,626DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$455,815ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$455,815QualifyingDistributionsAmt
Adjusted Qualifying Distri$455,815AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$518,626DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$455,815QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$455,815AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$62,811UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHARON MEIERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1704 N 4TH STAddressLine1Txt
CityATCHISONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP660022415ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9133674164RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR FORM - PURPOSE OF APPLICATION - LARGE BROCHURES NOT HELPFULFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 31SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ATCHISON LIBRARY
401 KANSAS AVEATCHISONKS66002N/APCTO DEVELOP AND IMPLEMENT A PROGRAM OF LIBRARY SERVICES.$5,000
MOUNT VERNON ENDOWMENT CORP
PO BOX 33ATCHISONKS66002N/APCBURIAL ASSOCIATION$2,000
MOUNT COMMUNITY CENTER
801 SOUTH 8TH STATCHISONKS66002N/APCTO EMPOWER WOMEN IN THE URBAN CORE OF KANSAS CITY THROUGH EDUCATION, ADVOCACY, PERSONAL AND SPIRITUAL DEVELOPMENT.$2,500
HUMANE SOCIETY OF ATCHISON
100 NORTH 21STATCHISONKS66002N/APCTO PROVIDE CARE AND SHELTER FOR ANIMALS.$5,000
GRAMERCY PARK BLOCK ASSOC
34 GRAMARCY PARK EASTNEW YORKNY10003N/APCTo educate the population of the area known as Gramercy Park as to the safety and security issues in this historic neighborhood, and to bring about civic betterment in order to promote the well-being of those who live and/or work in the greater Gramercy Park area.$1,000
UPPER ROOM
5930 SWOPE PARKWAYKANSAS CITYMO64130N/APCTo break the cycle of poverty that restricts the economic well being of inner city families by providing life long learning opportunities.$3,000
NELSON-ATKINS MUSEUM OF ART
4525 OAK STREETKANSAS CITYMO64111N/APCTO ENCOURAGE THE PUBLIC INTEREST IN ART.$5,000
FRICK COLLECTION
1 EAST 70TH STNEW YORKNY10021N/APCThe Collection operates an internationally recognized art museum and art historical research center for the inspiration and enjoyment of the public and for the advancement of the study of fine arts and kindred subjects.$2,000
RAINBOW MEADOWS EQUINE RESCUE & RETIREMENT
1949 DALTON ROADSEDANKS67361N/APCHORSE RESCUE AND REITREMENT.$2,000
OPERATION BREAKTHROUGH
3039 TROOST AVEKANSAS CITYMO64109N/APCto help children who are living in poverty develop to their fullest potential by providing them a safe, loving, and educational environment.$4,000
ATCHISON ART ASSOCIATION
704 NORTH 4TH STATCHISONKS66002N/APCTO ADVOCATE ART AND IMROVE THE LIVES AND LIVABILITY OF THE ATCHISON COMMUNITY THROUGH EDUCATION, OUTREACH PROJECTS, EVENTS AND EXHIBITIONS.$45,000
SAINT FRANCIS ACADEMY
PO BOX 1340SALINAKS67402N/APCto provide scholarships for students.$10,000
BENEDICTINE COLLEGE
1020 NORTH 2ND STATCHISONKS66002N/APCTO PROVIDE SCHOLARSHIPS FOR STUDENTS AND FUNDS TO FURTHER THE ENDEAVORS OF THE COLLEGE.$7,500
DELASALLE EDUCATION CENTER
3740 FOREST AVEKANSAS CITYMO64109N/APCto provide a holistic environment that offers students an opportunity to improve learning and life skills.$3,000
DARTMOUTH COLLEGE
ADMINISTRATIVE OFFICEHANOVERNH03755N/APCTo educate the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.$2,000
PEMBROKE HILL SCHOOL
5121 STATE LINE BLVEKANSAS CITYMO64112N/APCto help each student to build character and to develop their intellectual, physical and creative abilities to the highest level.$1,000
ATCHISON HOSPITAL AUXILIARY
800 RAVEN HILL ROADATCHISONKS66002N/APCTO PROVIDE HEALTH CARE TO THE PUBLIC.$1,000
CYSTIC FIBROSIS FOUNDATION
260 CHATHAM DRCOLORADO SPRINGSCO80905N/APCTo cure cystic fibrosis and to provide all people with the disease the opportunity to lead full, productive lives by funding research and drug development, promoting individualized treatment, and ensuring access to high-quality, specialized care.$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/APCTo find cures and means of prevention for childhood catastrophic diseases through research and treatment.$8,000
ATCHISON AREA UNITED WAY
710 SOUTH 9TH STATCHISONKS66002N/APCTO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE THE COMMON GOOD.$10,000
ROSE BROOKS
PO BOX 320599KANSAS CITYMO64132N/APCTO PROVIDE SANCTUARY AND SERVICES FOR WOMEN AND CHILDREN WHO ARE VICTIMS OF DOMESTIC VIOLENCE.$3,000
BOYS & GIRLS CLUB
6301 ROCKHILL RD SUITE 303KANSAS CITYMO64131N/APCto promote the development of self-esteem, values, and skills for boys and girls, ages 5 to 18, with special emphasis on youth from disadvantaged circumstances.$3,000
MOTHER TO MOTHER MINISTRY
3436 N 27TH STKANSAS CITYKS66104N/APCTO ASSIST CAREGIVERS OF MINOR CHILDREN THROUGH SUPPORTIVE FRIENDSHIPS THAT PROMOTE FAMILY GROWTH.$2,000
TRINITY EPISCOPAL CHURCH
300 SOUH 5TH STATCHISONKS66002N/APCTo provide a sanctuary for prayful worship within a respectful and welcoming environment and to meet the needs of our parishioners and community, using Christian ideas and values.$5,000
ATCHISON FAMILY YMCA
317 COMMERCIAL STATCHISONKS66002N/APCTO ENRICH THE QUALITY OF FAMILY, SPIRITUAL, SOCIAL, MENTAL AND PHYSICAL WELL-BEING.$5,000
ST THOMAS CHAPEL
PO BOX 103AMAGASETTNY11930N/APCTo foster, develop and contribute to the support of the religious, educational and charitable work of The Episcopal Church in the Diocese of Long Island.$1,000
EARTH JUSTICE
50 California Street Suite 500san franciscoCA94111N/APCTo protect peoples health, to preserve magnificent places and wildlife, to advance clean energY, and to combat climate change.$25,000
IVAN BORRELLO MYELOMA PROGRAM
JOHN HOPKINS HOSPITALBALTIMOREMD21231N/APCTo augment anti-tumor immunity targeting multiple myeloma.$10,0001650 ORLEANS ST
CASA OF JOHNSON & WYANDOTTE COUNTIES INC
5700 BROADMOOR SUITE 201MISSIONKS66202N/APCTO EMPOWER ABUSED AND NEGLECTED CHILDREN WITH A VOLUNTEER'S VOICE IN COURT BY SEEKING A SAFE AND PERMANENT HOME FOR EACH CHILD.$2,000
THEATRE ATCHISON
401 SANTA FEATCHISONKS66002N/APCTO PROMOTE THEATER APPRECIATION.$5,000
BLACK CANYON BOYS AND GIRLS CLUB
PO Box 1907MontroseCO81402N/APCTO PROVIDE A FUN, SAFE, POSITIVE ENVIRONMENT WHERE WE ENABLE EVERY YOUNG PERSON TO DEVELOP INTO CARING, HEALTHY, RESPONSIBLE CITIZENS WITH ATTAINABLE GOALS FOR A GREAT FUTURE.$5,000
7TH JUDICIAL DISTRICT CHILD ADVOCACY CENTER
735 SOUTH 1ST STREETMONTROSECO81401N/APCTO PROVIDE HELP, HOPE AND HEALING FOR VICTIMS OF CHILD ABUSE.$10,000
VALLEY SYMPHONY ASSOCIATION
PO BOX 3144MONTROSECO81402N/APCTo Provide community concerts.$2,500
Libraries of Montrose County Foundation
320 SOUTH 2ND STMONTROSECO81401N/APCto ensure the people of Montrose County, Colorado the full measure of resources, services and access befitting great public libraries.$5,000
MONTROSE MEMORIAL HOSPITAL
800 S 3rd StreetMONTROSECO81401N/APCTO PROVIDE HIGH QUALITY ACCESSIBLE HEALTHCARE FOR THE PEOPLE OF MONTROSE COUNTY AND SURROUNDING AREAS.$5,000
COMMON GROUND MONTROSE INC
1800 6450 RDMONTROSECO81401N/APCHelping the homeless through "One Congregation, One Familyin providing meals for children over the weekend with Kids Aid Montrose.$5,000
MONTROSE ANIMAL SHELTER
3383 North Townsend AveMONTROSECO81401N/APCTo enforce the Animal Control Ordinances to protect the health and welfare of the citizens of the City of Montrose.$2,500
EAST HAMPTON HEALTHCARE FOUNDATION
200 pantigo place suite meast hamptonNY11937N/APCTO IMPROVE THE AVAILABILITY AND QUALITY OF HEALTHCARE SERVICES IN THE TOWN OF EAST HAMPTON, NY FOR THE BENEFIT OFTHE GENERAL PUBLIC, INCLUDING RESIDENTS OF EAST HAMPTON, VISITORS, THE INDIGENT AND UNDERINSURED.$10,000
Kansas University Williams Fund
1651 Naismith DrivelawrenceKS66045n/aPCto provide funding for scholarships needed to attract the finest student-athletes.$10,000
mocsa
3100 Broadway suite 400kansas cityMO64111n/aPCto lessen the ill effects of sexual assualt and abuse through prevention, education, intervention, treatment and advocacy.$3,000
Wayside Waifs Inc
3901 Martha Truman Roadkansas cityMO64137n/aPCto place adoptable companion animals in responsible homes.$2,000
new house
PO Box 240019kansas cityMO64124n/aPCto break the cycle of domestic violence by providing the tools which allow women to make positive choices and lead self-sufficient lives.$2,000
COMMUNITY OPTIONS INC
PO BOX 31MONTROSECO81402N/APCCOMMUNITY BASED SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN WESTERN COLORADO.$5,000
VICTOR D'AMICO INSTITUTE OF ART
PO BOX 1266AMAGANSETTNY11930N/APCTO PROVIDE FUNDS FOR THE RESTORATION, RECONSTRUCTION AND REPAIR OF THE D'AMICO HOUSE.$4,000
GREAT PLAINS SPCA
5428 ANTIOCH ROADMERRIAMKS66202N/APCTO SAVE, PROTECT AND IMPROVE THE LIVES OF ANIMALS, WHILE STRENGTHENING THE RELATIONSHIP BETWEEN PETS AND THEIR HUMAN COMPANIONS.$1,000
AMAGANSETT FIRE DEPARTMENT
439 MAIN STREETAMAGANSETTNY11930N/APCTO PROVIDE FIRE, RESCUE AND EMERGENCY SERVICES TO THE RESIDENTS AND VISITORS OF AMAGANSETT, IN ORDER TO ENSURE THE PROTECTION OF LIFE AND PROPERTY.$2,000PO BOX 911
SALVATION ARMY
926 commercial statchisonKS66002n/aPCto support and strengthen the salvation army's efforts to work hand in hand with communities to improve the health, economic, and spiritual conditions of the poor throughout the world.$2,000
elephant family usa inc
130 west 79th st no 16anew yorkNY10024n/aPCto save the endangered asian elephant from extinction in the wild.$5,000
wildlife conservation network inc
209 mississippi streetsan franciscoCA94107n/aPCto fund the ewaso lion program$5,000
paws
15305 44th ave wlynwoodWA98087n/aPCto rehabilitate injured and orphaned wildlife, sheltering, and adopting homeless cats and dogs.$25,000
conservation northwest
1829 10th ave w suite bseattleWA98119n/aPCto protect old-growth forests and other wildlands, connect large landscapes and vital habitats, and restore native wildlife.$5,000
ALASKA WILDERNESS LEAGUE
122 C STREET NW STE 240WASHINGTONDC20001N/APCTO LEAD THE EFFORT TO PRESERVE ALASKA'S WILD LANDS AND WATERS BY ENGAGING CITIZENS AND DECISION MAKERS WITH A COURAGEOUS, CONSTANT, VICTORIOUS VOICE FOR ALASKA.$5,000
Scripps Institution of Oceanography
9500 Gilman Dr 0210LA JOLLACA92093N/APCTO CREATE A HEALTHIER PLANET FOR FUTURE GENERATIONS.$3,000
THE FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTEKANSAS CITYMO64112N/APCTO PROVIDE THE COMMUNITY WITH CHAMBER MUSIC.$2,000
CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED
3101 MAIN STREETKANSAS CITYMO64111N/APCTO PREPARE CHILDREN WHO ARE BLIND AND VISUALLY IMPAIRED TO FUNCTION AT THEIR HIGHEST POTENTIAL IN THE SIGHTED WORLD.$1,000
LA JOLLA MUSIC SOCIETY
7946 IVANHOE AVENUELA JOLLACA92037N/APCTO ENHANCE THE VITALITY AND DEEPEN THE CULTURAL LIFE OF SAN DIEGO BY PRESENTING AND PRODUCING A DYNAMIC RANGE OF PERFORMING ARTS.$3,000
FRIENDS OF HEARST CASTLE MONUMENT
700 HEARST CASTLE ROADSAN SIMEONCA93452N/APCTO HELP PRESERVE AND RESTORE THE HEARST CASTLE'S TWENTY FIVE THOUSANDS ARTIFACTS.$1,000
THE NELSON GALLERY FOUNDATION
4525 OAK STREETKANSAS CITYMO64111N/APCENCOURAGEMENT OF PUBLIC INTEREST IN ART.$2,000
THE J PAUL GETTY TRUST
1200 GETTY CENTER DR 401LOS ANGELESCA90049N/APCTO DELIGHT, INSPIRE, AND EDUCATE A DIVERSE PUBLIC THROUGH THE COLLECTION, PRESERVATION, EXHIBITION AND INTERPRETATION OF WORKS OF ART OF THE HIGHEST QUALITY.$6,000
VETERANS COMMUNITY PROJECT
8900 TROOSTKANSAS CITYMO64131N/APCTO ELIMINATE VETERAN HOMELESSNESS BY PROVIDING TRANSITIONAL HOUSING AND ENABLING ACCESS TO EXCEPTIONAL 360-DEGREE SERVICE SOLUTIONS.$2,000
Kansas City Anti Violence Project
PO BOX 411211KANSAS CITYMO64141N/APCTO PROVIDE INFORMATION, SUPPORT, REFERRALS, ADVOCACY AND OTHER SERVICES TO LESBIAN, GAY, BISEXUAL AND TRANSGENDER VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HATE CRIMES.$2,000
HAVEN HOUSE OF MONTROSE INC
PO BOX 3122MONTROSECO81402N/APCTO PROVIDE HOUSING FOR HOMELESS FAMILIES.$2,500
MONTROSE ARTS COUNCIL INC
PO BOX 2123MONTROSECO81402N/APCTO PROMOTE THE ARTS IN THE MONTROSE COUNTY, CO.$2,500
ROCKY MOUNTAIN COUNCIL INC-BOYS SCOUTS OF AMERICA
411 SOUTH PUEBLO BLVDPUEBLOCO81005N/APCTHE DCORPORATION SHALL PROMOTE, WITHIN THE TERRITORY COVERED BY THE CHARTER FROM TIME TO TIME GRANTED IT BY THE BOYS SCOUTS OF AMERICA.$2,000
OURAY COUNTY PERFORMING ARTS GUILD INC
PO BOX 14OURAYCO81427N/APCTO PROVIDE PRESENTATION OF MUSIC, DANCE, AND THEATRE TO THE RESIDENTS OF RURAL, OURAY COUNTY, CO.$1,000
SHEPHERD'S HAND INC
17 N 6TH STREETMONTROSECO81402N/APCTO PROVIDE A SAFE AND FRIENDLY GATHERING PLACE FOR DELIVERING NEEDED SERVICES TO HELP MAKE EACH DAY BETTER.$2,500
HOPEWEST
3090 NORTH 12TH STREET UNIT BGRAND JUNCTIONCO81506N/APCTO PROVIDE MEDICAL, EMOTIONAL, PSYCHOSOCIAL, AND BEREAVEMENT SUPPORT FOR PEOPLE WITH SERIOUS ILLNESS AND FOR THEIR FAMILIES.$5,000
HABITAT FOR HUMANITY OF THE SAN JUANS
PO BOX 162MONTROSECO81402N/APCTO PROVIDE HOUSING FOR EMOTIONALLY DISADVANTAGED FAMILIES.$5,000
SECOND CHANCE HUMANE SOCIETY
PO BOX 2096RIDGWAYCO81432N/APCTO SAVE ANIMALS AND TO PROMOTE THE HUMAN-ANIMAL BOND.$2,500177 COUNTRY ROAD 10
THE NEO-POLITICAL CAWGIRLS
236 OLD STONE HIGHWAYEAST HAMPTONNY11937N/APCTO CREATE NEW SITE SPECIFIC THEATRE AND WORKSHOPS FOR GIRLS AND WOMEN.$4,000
ROBIN HOOD FOUNDATION
826 BROADWAY SUITE 9TH FLNEW YORKNY10003N/APCTO SUPPORT THE MOST EFFECTIVE POVERTY-FIGHTING PROGRAMS IN NYC.$9,000
Southampton Hospital Association
240 MEETING HOUSE LANESOUTHAMPTONNY11968N/APCTO PROVIDE AND ENSURE THE HIGHEST QUALITY OF HEALTHCARE SERVICES FOR ITS ENTIRE COMMUNITY.$3,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET SUITE ROOM 305PHILADELPHIAPA19104N/APCTHE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES.$5,000
Amber Waves Farm Inc
PO BOX 2623AMAGANSETTNY11930N/APCTO PRODUCE ORGANIC, HEALTHY FOOD FOR THE LOCAL COMMUNITY, AND TO PROVIDE EDUCATIONAL OPPORTUNITIES IN FOOD AND FARMING FOR CHILDREN AND FAMILIES AND ASPIRING FARMERS.$4,000
THE CHILDREN'S SCHOLARSHIP FUND
8 WEST 38TH FLOOR ST 9TH FLOORNEW YORKNY10018N/APCTO MAXIMIZE EDUCATIONAL OPPORTUNITY FOR ALL CHILDREN FOR THOSE IN NEED BY OFFERING TUITION ASSICSTANCE IN GRADES K-8 FOR ALTERNATIVES TO FALTERING CONVENTIONAL SCHOOLS, AND FOR ALL CHILDREN BY SUPPORTING AND CULTIVATING EDUCATION REFORM AND PARENTAL CHOICE EFFORTS.$4,000
Guild Hall Of East Hampton Inc
158 MAIN STREETEAST HAMPTONNY11937N/APCTO SUPPORT THE GENERAL FUND.$3,000
Humane Society International
1255 23rd Street NW Suite 450WashingtonDC20037N/APCGLOBAL ANIMAL PROTECTION ORGANIZATION THAT HELPS ALL ANIMALS-INCLUDING ANIMALS IN LABORATORIES, ANIMALS ON FARMS, COMPANION ANIMALS, AND WILDLIFE.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$390,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,765ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$486,200ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$121,978ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REFUNDSDesc
Exclusion01ExclusionCd
Exclusion$333ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$610,276ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$610,276TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JPMORGAN #5002$1,656,305$2,159,440
VALLEY COMPANY$586,750$7,697,720

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$333RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$12,087Amt
Net Investment Income$12,087NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmt
BALANCE W/ PRIOR YEAR RETURN$3,434
1ST QTR ESTIMATED TAX PAID$12,800
SECRETARY OF STATE$40
BALANCE W/ 2015 YEAR RETURN$3,107

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