JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-08
IRS object ID
201931289349101168
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-08T15:41:46-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276368194EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Joel and Judy Cerwick FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOEL A CERWICKInCareOfNm
Business Name ControlJOELBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13020 W 69TH STREETAddressLine1Txt
CityMISSION HILLSCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL CERWICKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9134994920PhoneNum
Signature2019-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph A JezakPreparerPersonNm
PTINP00731634PTIN
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 Id48083720191285000005FederalOriginalSubmissionId
Federal Original Submission Id2019-05-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFD2F877D4072D9BE5AAA51F04C77FEE6D5A97A2EAtSubmissionCreationDeviceId
At Submission Filing Device IdFD2F877D4072D9BE5AAA51F04C77FEE6D5A97A2EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$850,037FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,631DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,631DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,254GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,646CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$64,277TotalRevAndExpnssAmt
Total Net Invst Incm$64,277TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,540OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,540OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,190TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,190TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$734OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$367OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$367OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,264TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,267TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,944ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,944ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,208TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,997TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,211TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,069ExcessRevenueOverExpensesAmt
Net Investment Income$57,280NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$314SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,792SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,792SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$864,579CorporateStockBOYAmt
Corporate Stock EOY$837,516CorporateStockEOYAmt
Corporate Stock EOYFMV$837,516CorporateStockEOYFMVAmt
Corporate Bonds BOY$22,032CorporateBondsBOYAmt
Corporate Bonds EOY$10,729CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,729CorporateBondsEOYFMVAmt
Total Assets BOY$886,925TotalAssetsBOYAmt
Total Assets EOY$850,037TotalAssetsEOYAmt
Total Assets EOYFMV$850,037TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$886,925RetainedEarningBOYAmt
Retained Earning EOY$850,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$886,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$850,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$886,925TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$850,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$886,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,069ExcessRevenueOverExpensesAmt
Subtotal$903,994SubtotalAmt
Other Decreases$53,957OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$850,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GPTC #1034 ST COVERED2018-12-192018-02-12$50$51-$1-$1
GPTC #1034 LT COVERED2018-12-31$42,573$22,980$19,593$19,593
80.321 SHS C OF BUFFALO INTL F2011-08-182018-02-12$1,200$710$490$490
12.361 SHS C OF BUFFALO EMERGI2011-08-182018-02-12$189$106$83$83
100 SHS C OF MONSANTO CO2010-06-282018-03-15$12,089$4,786$7,303$7,303
5000 SHS O OF AUTONATION INC2010-04-012018-04-15$5,000$4,975$25$25
CAPITAL GAIN DIVIDENDS$153P
FieldValueIRS element (for citing)
Capital Gain Net Income$27,646CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,728AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$824,647NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04575DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,701AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$751,498NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044845DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,968AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$668,717NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050796DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,961AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$688,843NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046398DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,231AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$636,302NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045939DistributionYr5Rt
Total Distribution0.233728TotalDistributionRt
Average Distribution0.046746AverageDistributionRt
Net Vl Noncharitable Assets$913,547NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,705AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$573NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,278AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,211QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,146InvestmentIncomeExciseTaxAmt
Subtotal$1,146SubtotalAmt
Tax Based On Investment Income$1,146TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$660EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$660TotalPaymentsAndCreditsAmt
Tax Due$486TaxDueAmt

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 Line1JOEL A CERWICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9136486440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13020 W 69TH STREETAddressLine1Txt
CityMISSION HILLSCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDITH L CERWICK
3020 W 69TH STREETMISSION HILLSKS66208TRUSTEE2.0$0$0$0
JOEL A CERWICK
3020 W 69TH STREETMISSION HILLSKS66208TRUSTEE2.0$0$0$0
MATTHEW H POWELL
3020 W 69TH STREETMISSION HILLSKS66208TRUSTEE1.0$0$0$0
ANTHONY J POWELL
3020 W 69TH STREETMISSION HILLSKS66208TRUSTEE1.0$0$0$0
JAMES H COOPER
1901 W 47TH PLACE SUITE 103WESTWOODKS66205TAX AGENT0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$927,459AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$927,459TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$927,459AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,912CashDeemedCharitableAmt
Net Vl Noncharitable Assets$913,547NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,677MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,677MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,146TaxBasedOnInvestmentIncomeAmt
Total Tax$1,146TotalTaxAmt
Distributable Before Adj$44,531DistributableBeforeAdjAmt
Distributable Before Ded$44,531DistributableBeforeDedAmt
Distributable As Adjusted$44,531DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,211ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$40,211QualifyingDistributionsAmt
Adjusted Qualifying Distri$40,211AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,531DistributableAsAdjustedAmt
Undistributed Income PY$38,444UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$40,211QualifyingDistributionsAmt
Applied To Year1$38,444AppliedToYear1Amt
Applied To Current Year$1,767AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$42,764UndistributedIncomeCYAmt
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 ManagerJOEL JUDY CERWICKContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SKYWALK MEMORIAL FOUNDATION
SKYWALK MEMORIAL FOUNDATION C/O GK1055 BROADWAY STE 130KANSAS CITYMO64105NONEPCGENERAL OPERATING FUND-CIVIC$1,000
WWI MUSEUM FOUNDATION
100 W 26TH STKANSAS CITYMO64108NONEPCGENERAL OPERATING FUND-CIVIC$1,000
MARTIN LUTHER ACADEMY
7112 N OVERLAND DRKANSAS CITYMO64151NONEPCGENERAL OPERATING FUND-CIVIC$10,500
METROPOLITAN LUTHERAN MINISTRIES
3031 HOLMES STREETKANSAS CITYMO64109NONEPCGENERAL OPERATING FUND-CIVIC$1,000
MARTIN LUTHER ACADEMY
7112 N OVERLAND DRKANSAS CITYMO64151NONEPCGRANDPARENTS CLUB - CIVIC$1,000
BETHANY LUTHERAN CHURCH & SCHOOL
9101 LAMAR AVEOVERLAND PARKKS66207NONEPCGENERAL OPERATING FUND-RELIGIOUS$444
RACHEL HOUSE
1260 NE WINDSOR DRIVELEES SUMMITMO64086NONEPCGENERAL OPERATING FUND-CIVIC$2,000
COMMUNITY LINC
PO BOX 323697KANSAS CITYMO64171NONEPCGENERAL OPERATING FUND-CIVIC$6,000
FISHERS OF MEN LUTHERAN CHURCH
603 S TARNAVA STREETPORT ISABELTX78578NONEPCGERNAL OPERATING FUND-RELIGIOUS$3,000
KC HEALTHY KIDS
EL CENTRO BUILDING 650 MINNESOTA AVKANSAS CITYKS66101NONEPCGENERAL OPERATING FUND-CIVIC$2,000
RONALD MCDONALD HOUSE KC
2502 CHERRY STREETKANSAS CITYMO64108NONEPCGENERAL OPERATING FUND-CIVIC$2,000
KC ANTI-VIOLENCE PROJECT
4050 PENNSYLVANIA AVEKANSAS CITYMO64111NONEPCGENERAL OPERATING FUND-CIVIC$2,000
IN TIME OF NEED
3039 S KANSAS EXPRESSWAYSPRINGFIELDMO65807NONEPCGENERAL OPERATING FUND-CIVIC$5,000
CROWN OF LIFE LUTHERAN CHURCH
19291 STONE OAK PKWYSAN ANTONIOTX78258NONEPCGENERAL OPERATING FUND-RELIGIOUS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,944TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,631ExclusionAmt
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$27,646ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$64,277ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,277TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,800Amt
Net Investment Income$900NetInvestmentIncomeAmt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGPTC #18-01034-SEE ATTACH ABondNm
EOY Book Value$10,729EOYBookValueAmt
EOYFMV$10,729EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGPTC #18-01034-SEE ATTACH AStockNm
EOY Book Value$837,516EOYBookValueAmt
EOYFMV$837,516EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/FMV ADJUSTMENTDesc
Amt$53,957Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$734RevenueAndExpensesPerBooksAmt
Net Investment Income$367NetInvestmentIncomeAmt
Disbursements Charitable Prps$367DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$4,540Amt
Net Investment Income$4,540NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$223$223
TAXES ON INVESTMENT INCOME$307$307
EST'D TAX ON INVESTMENT INCOME$660$660

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