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WYANDOTTE HEALTH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WYANDOTTE HEALTH FOUNDATION (EIN 48-0547722)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-30
- IRS object ID
- 201920309349100002
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-30T13:17:02-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431562209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | House Park Dobratz & Wiebler PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 W 47th Street Suite 301 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480547722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wyandotte Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYAN | BusinessNameControlTxt |
| Phone | 9133714031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 Minnesota Avenue | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy Harding | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 9133714031 | PhoneNum |
| Signature | 2019-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stanley H House CPA | PreparerPersonNm |
| PTIN | P00642974 | PTIN |
| Phone | 8169313393 | PhoneNum |
| Preparation | 2019-01-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.70.80.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-25 | IPDt |
| IP Tm | 05:51:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEF3CA72FF944B8AE68379CE11593B63E5E45760 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,654,069 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $824,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $824,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,395,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,455,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,395,653 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,270 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $37,270 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,257,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,257,292 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,270 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,420 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,168 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,252 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $129,668 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,900 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $90,768 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,884 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,671 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,213 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $64 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,243 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,621 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,622 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,190 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,174 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $58,719 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,395 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,324 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,847 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,847 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,751 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,751 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,008 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,352 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $762,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $392,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,782,279 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,093,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,544,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,485,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,712,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,993,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,270 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,169 | CashBOYAmt |
| Cash EOY | $65,927 | CashEOYAmt |
| Cash EOYFMV | $65,927 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,801,152 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,658,800 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,565,082 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,516,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,551,085 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,946,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,745,477 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,941,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,122,208 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,745,109 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,126,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $730,202 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $414,177 | LandBOYAmt |
| Land EOY | $396,472 | LandEOYAmt |
| Land EOYFMV | $396,472 | LandEOYFMVAmt |
| Other Assets BOY | $85,290 | OtherAssetsBOYAmt |
| Other Assets EOY | $136,002 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $136,002 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,384,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,326,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,654,069 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,273 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,493 | AccountsPayableEOYAmt |
| Grants Payable BOY | $742,501 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,431,550 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $26,172 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,830 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $811,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,463,873 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $34,572,793 | UnrestrictedBOYAmt |
| Unrestricted EOY | $37,862,404 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,572,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,862,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,384,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,326,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,572,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,712,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $576,826 | OtherIncreasesAmt |
| Subtotal | $37,862,404 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,862,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $28,455,951 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,060,298 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,395,653 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,395,653 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,395,653 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,395,653 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,104,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,891,248 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,254,183 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,405,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,552,765 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,845,514 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,557,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,613,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060007 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,418,762 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,581,211 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059603 | DistributionYr5Rt |
| Total Distribution | 0.293423 | TotalDistributionRt |
| Average Distribution | 0.058685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,202,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,359,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59,935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,419,203 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,485,548 | 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 | $59,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,343 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,343 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $625 | EsPenaltyAmt |
| Tax Due | $9,217 | 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 | wyhealthfnd.org | WebsiteAddressTxt |
| Individual With Books | Wyandotte Health Foundation | IndividualWithBooksNm |
| Phone | 9133714032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 Minnesota Avenue | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 661170241 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| William C Tempel | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Trudie Hall | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Chairman | 1.00 | $0 | $0 | $0 |
| Ramon Murguia | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| John J Jurcyk Jr | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Charles W Thurston Jr | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Treasurer | 1.00 | $0 | $0 | $0 |
| Raymond L Daniels | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Rebecca Schwietz | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Second Vice Chairman | 1.00 | $0 | $0 | $0 |
| Leon C Logan | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| James M White | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Clarence L Small | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Secretary | 1.00 | $0 | $0 | $0 |
| Cathy Harding | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | President and CEO | 40.00 | $145,420 | $18,485 | $0 |
| Dr Karol Davis | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | First Vice Chairman | 1.00 | $0 | $0 | $0 |
| Lisa Garcia-Stewart | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Wayne Sims | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Irene Caudillo | ||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66117 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Morgan Stanley Wealth Management | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4520 Main Street | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $50,936 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $40,338,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $405,325 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,814,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,814,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $612,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,202,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,010,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,010,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,935 | TotalTaxAmt |
| Distributable Before Adj | $1,950,177 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $164,652 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,114,829 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,114,829 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,485,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,485,548 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59,935 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,425,613 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,114,829 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $437,893 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $454,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $516,791 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $344,290 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $199,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,952,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,485,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,114,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $370,719 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,322,812 | 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 | $437,893 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,884,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $454,011 | ExcessFromYear4Amt |
| Excess From Year3 | $516,791 | ExcessFromYear3Amt |
| Excess From Year2 | $344,290 | ExcessFromYear2Amt |
| Excess From Year1 | $199,108 | ExcessFromYear1Amt |
| Excess From Current Year | $370,719 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Via online grant portal - questions | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Wyandotte Health Foundation PO Box | AddressLine1Txt |
| Address Line2 | 171242 755 Minnesota Ave | AddressLine2Txt |
| City | Kansas City | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9133714031 | RecipientPhoneNum |
| Recipient Email Address | rlopez@wyhealthfdn.org | RecipientEmailAddressTxt |
| Form And Info And Materials | The online application will be available six weeks prior to the deadline. Complete and submit the online grant application. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Proposals must be submitted via the Foundation's online grant portal by noon on 4th Friday of June. | SubmissionDeadlinesTxt |
| Restrictions On Awards | To be considered as a potential grantee, your organization must: 1. Be a 501 (c) (3) organization or government 2. Be located within Wyandotte County or Johnson County Kansas, or Jackson County, Missouri 3. Demonstrate that all funding will be used to serve Wyandotte county residents. 4. In general, the Wyandotte Health Foundation will not award grants to the following: 1. direct support to individuals for projects or scholarships 2. budget deficits or debt reduction 3. activites that exclusively benefit members of sectarian or religious organizations 4. directly influence legislation or support candidates for office 5. annual fund drives or events 6. building/capital campaigns 7. Medical research There is no minimum or maximum size for grants. Generally, multi-year grants will not be considered. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Caritas Clinic Inc | ||||||
| 636 Tauromee | Kansas City | KS | 66101 | PC | Primary medical care for uninsured of Wyandotte County | $248,347 |
| Children's Mercy Hospitals and Clinics | ||||||
| 2401 Gillham Road | Kansas City | MO | 64108 | PC | Children's Mercy West Cordell D. Meeks, Jr. Clinic 4313 State Ave., Kansas City, KS 66102 | $83,214 |
| Grants under 5000 | ||||||
| 755 Minnesota Ave | Kansas City | KS | 66117 | PC | Various grants under $5,000 | $17,165 |
| Kansas Association for the Medically Underserved | ||||||
| 1129 S Kansas Ave | Topeka | KS | 66612 | PC | To educate individuals and communities in Wyandotte County and statewide about the ACA. | $25,000 |
| Kansas City Care Clinic | ||||||
| 3515 Broadway | Kansas City | MO | 64111 | PC | To support primary health care services provided to Wyandotte County residents. | $10,000 |
| Kansas Department of Health and Environment | ||||||
| 1000 SW Jackson | Topeka | KS | 66612 | GOV | To support Turner House Children's Clinic in Wyandotte County | $17,500 |
| Kansas University Endowment Assoc - JayDoc Clinic | ||||||
| 3300 Southwest Boulevard | Kansas City | KS | 66103 | PC | To fund a student-run multi-disciplinary free clinic in Wyandotte County | $11,000 |
| Kansas University Endowment Assoc - Silver City | ||||||
| PO Box 928 | Lawrence | KS | 66044 | PC | Silver City Health Center and JayDoc free clinic in Kansas City, KS. | $90,000 |
| Mid America Regional Council | ||||||
| 600 Broadway Blvd Ste 200 | Kansas City | MO | 64105 | PC | An initiative to assist Wyandotte County safety net clinics connect to the Kansas HIE | $10,000 |
| Samuel U Rodgers Health Center | ||||||
| 825 Euclid Avenue | Kansas City | MO | 64124 | PC | To support primary health care services provided to Wyandotte County residents. | $10,000 |
| Southwest Boulevard Family Health Care | ||||||
| 300-340 Southwest Boulevard | Kansas City | KS | 66103 | PC | Safety net healthcare (family health care clinics) | $317,000 |
| Swope Health Services | ||||||
| 12 East 12 Street | Kansas City | MO | 64106 | PC | To support primary medical care services at their two Wyandotte County locations. | $195,300 |
| Turner House Children's Clinic | ||||||
| 21 North 12th Street | Kansas City | KS | 66102 | PC | Health Care of underserved children | $556,298 |
| Unified Government Health Department | ||||||
| 619 Ann | Kansas City | KS | 66101 | GOV | Radiology Voucher Program | $205,145 |
| University of Kansas Medical Center Research Institute | ||||||
| 33901 Rainbow Boulevard | Kansas City | KS | 66160 | PC | To fund the ABC Home Visitation program to reduce impact and incidence of childhood trauma | $105,000 |
| Bethel Neighborhood Center | ||||||
| 14 S 7th St Trafficway | Kansas City | KS | 66101 | PC | To make BNC and its employees a trauma informed organization; to understand better the trauma experiences of BNC children/youth and their families; to adopt a trauma informed approach in dealing with our clients; to achieve significant change in our children/youth's behaviors; and to break the cycle of trauma. | $10,153 |
| Avenue of Life | ||||||
| 721 N 31st St | Kansas City | KS | 66102 | PC | To increase organizational capacity to become a TISC (Trauma-informed systems of care) Center for families in Wyandotte County. | $10,000 |
| Donnelly College | ||||||
| 608 N 18th St | Kansas City | KS | 66102 | PC | To train all faculty and staff to adopt a trauma-informed approach in | $5,016 |
| KC Healthy Kids | ||||||
| 650 Minnesota Ave | Kansas City | KS | 66101 | PC | To provide families with easier access to and increased utilization of more coordinated, integrated services and resources, including increased access to mental health services. | $24,089 |
| PACES Inc | ||||||
| 6801 E Frontage RD | Merriam | KS | 66204 | PC | To provide schools and organizations in Wyandotte County with specialized Trauma-Informed Care (TIC) trainings to increase awareness and understanding about how trauma and high ACE scores impact children and their families. | $21,026 |
| Saint Francis Community Services | ||||||
| 803 Armstrong Ave | Kansas City | KS | 66101 | PC | To increase Saint Francis Community Services' staff's, community partners', and caregivers' understanding of trauma-based practices in working with clients who have experienced Adverse Childhood Experiences (ACEs) or other forms of | $7,332 |
| The Family Conservancy | ||||||
| 444 Minnesota Ave | Kansas City | KS | 66101 | PC | To expand access of full-day, full year child care and increase the quality of care through three programming components: Capacity Building; Systems Support; and Professional and Educational Incentives. | $165,000 |
| Mercy & Truth Medical Missions | ||||||
| 721 N 31st St | Kansas City | KS | 66102 | PC | To receive an assessment and training to become a trauma informed clinic. | $23,976 |
| Grant returns | ||||||
| 755 Minnesota Ave | Kansas City | KS | 66117 | PC | Grant return | -$164,652 |
| Wyandotte Economic Development Council workplace solutions | ||||||
| 727 Minnesota Ave | Kansas City | KS | 66101 | PC | To continue its work through its Workforce Solutions initiative in connecting WyCo residents with higher-wage jobs to result in improved health outcomes over time, and to serve as the lead agency for the Jobs & Education Work Group of the WyCo Community Health Improvement Plan. | $10,000 |
| KC Healthy Kids | ||||||
| 650 Minnesota Ave | Kansas City | KS | 66101 | PC | To support hiring a Community Navigator in Wyandotte County to work with families in | $13,395 |
| The Family Conservancy | ||||||
| 444 Minnesota Ave | Kansas City | KS | 66101 | PC | To teach child care care providers what trauma-informed care is and to help them understand how various traumatic events and Adverse Childhood Experiences (ACEs) can impact and impede child development; teach providers trauma-informed approaches to build resilience for children in the classroom. | $23,265 |
| Saint Francis Community Services | ||||||
| 803 Armstrong Ave | Kansas City | KS | 66101 | PC | To increase the mental health of Wyandotte residents by providing Neurosequential Model of Therapeutics (NMT) assessments and mental health therapy sessions. | $43,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,093,229 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $824,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,395,653 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc revenue | Desc |
| Related Or Exempt Function Incm | $37,270 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,220,022 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,270 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,257,292 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Refunds and miscellaneous revenues related to exempt purpose | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $51,243 | Amt |
| Net Investment Income | $25,621 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,622 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed income corporate bonds | BondNm |
| EOY Book Value | $5,946,868 | EOYBookValueAmt |
| EOYFMV | $5,745,477 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,658,800 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,565,082 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Exchanged traded and closed-end funds | AT COST | $12,085,824 | $12,631,956 |
| Money market mutual funds | AT COST | $951,111 | $951,111 |
| Mutual funds | AT COST | $14,955,021 | $15,097,564 |
| Asset backed securities | AT COST | $2,130,252 | $2,064,478 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $64 | LegalFeesAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest/dividends receivable | $53,323 | $104,035 | $104,035 |
| Miscellaneous assets | $1,760 | $1,760 | $1,760 |
| Deposit | $30,207 | $30,207 | $30,207 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment expense | $97,789 | $97,789 | $0 | $0 |
| Insurance | $11,105 | $6,219 | $0 | $4,886 |
| Office expense | $25,880 | $0 | $0 | $25,880 |
| Computer repairs, service and software | $22,062 | $0 | $0 | $22,062 |
| Membership | $22,524 | $0 | $0 | $22,524 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc revenue | Desc |
| Revenue And Expenses Per Books | $37,270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,270 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Correction of prior year unrealized gains | Desc |
| Amt | $576,826 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax payable | Desc |
| BOY Book Value | $26,172 | BOYBookValueAmt |
| EOY Book Value | $8,830 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other professional fees | CategoryTxt |
| Amt | $7,190 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,190 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $67,908 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |