JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-02
- IRS object ID
- 201841229349100414
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-02T13:36:21-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMW & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 Glenwood Suite 100 | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276368194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel and Judy Cerwick Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOEL A CERWICK | InCareOfNm |
| Business Name Control | JOEL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL CERWICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9134994920 | PhoneNum |
| Signature | 2018-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A Jezak | PreparerPersonNm |
| PTIN | P00731634 | PTIN |
| Phone | 9134994920 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $886,925 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,376 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,051 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $194 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $194 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $328 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,228 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $314 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $744,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $864,579 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $864,579 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,032 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,032 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $781,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $886,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $886,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $781,853 | RetainedEarningBOYAmt |
| Retained Earning EOY | $886,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $781,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $886,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $781,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $886,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $781,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $109,828 | OtherIncreasesAmt |
| Subtotal | $886,925 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $886,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GPTC #18-01034-SEE ATTACHMENT A | 2017-06-22 | $277 | $277 | $277 | ||
| GPTC #18-01034-SEE ATTACHMENT A | 2017-12-22 | $33,953 | $13,599 | $13,599 | $20,354 | |
| GPTC #18-01034-SEE ATTACHMENT A | 2017-12-22 | $10,645 | $464 | $464 | $10,181 | |
| CAPITAL GAIN DIVIDENDS | $36 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,376 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,701 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $751,498 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,968 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $668,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050796 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $688,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046398 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $636,302 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045939 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,961 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $590,045 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045693 | DistributionYr5Rt |
| Total Distribution | 0.233671 | TotalDistributionRt |
| Average Distribution | 0.046734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $824,647 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $330 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $659 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $659 | SubtotalAmt |
| Tax Based On Investment Income | $659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $352 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $352 | TotalPaymentsAndCreditsAmt |
| Tax Due | $307 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL A CERWICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9136486440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 W 69TH STREET | AddressLine1Txt |
| City | MISSION HILLS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH L CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| JOEL A CERWICK | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| MATTHEW H POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ANTHONY J POWELL | ||||||||
| 3020 W 69TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JAMES H COOPER | ||||||||
| 1901 W 47TH PLACE SUITE 103 | WESTWOOD | KS | 66205 | TAX AGENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $837,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,205 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $837,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $659 | TotalTaxAmt |
| Distributable Before Adj | $40,573 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,573 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,573 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $37,728 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,599 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,599 | AppliedToYear1Amt |
| Applied To Current Year | $2,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $38,444 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL JUDY CERWICK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SKYWALK MEMORIAL FOUNDATION | ||||||||
| SKYWALK MEMORIAL FOUNDATION C/O GK | 1055 BROADWAY STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 |
| WWI MUSEUM FOUNDATION | ||||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| MARTIN LUTHER ACADEMY | ||||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $13,000 | |
| METROPOLITAN LUTHERAN MINISTRIES | ||||||||
| 3031 HOLMES STREET | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| KANSAS CITY RESCUE MISSION | ||||||||
| 1520 CHERRY STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 | |
| MARTIN LUTHER ACADEMY | ||||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | GRANDPARENTS CLUB - CIVIC | $1,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 6400 PROSPECT AVE SUITE 300b | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| MARTIN LUTHER ACADEMY | ||||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | READING-CIVIC | $3,000 | |
| BETHANY LUTHERAN CHURCH & SCHOOL | ||||||||
| 9101 LAMAR AVE | OVERLAND PARK | KS | 66207 | NONE | PC | GENERAL OPERATING FUND-RELIGIOUS | $7,500 | |
| GIVING THE BASICS | ||||||||
| 3150 MERCIER STREET SUITE 270-D2 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 | |
| DOWN SYNDROME GUILD OF KC | ||||||||
| 5960 DEARBORN STREET | MISSION | KS | 66202 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| REACH OUT & READ KC | ||||||||
| 2100 W 36TH AVE 116 | KANSAS CITY | KS | 66103 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| RACHEL HOUSE | ||||||||
| 1260 NE WINDSOR DRIVE | LEES SUMMIT | MO | 64086 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,445 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GPTC #18-01034-SEE ATTACH B | BondNm |
| EOY Book Value | $22,032 | EOYBookValueAmt |
| EOYFMV | $22,032 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPTC #18-01034-SEE ATTACH B | StockNm |
| EOY Book Value | $864,579 | EOYBookValueAmt |
| EOYFMV | $864,579 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $656 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $328 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/FMV ADJUSTMENT | Desc |
| Amt | $109,828 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $4,051 | Amt |
| Net Investment Income | $4,051 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $194 | Amt |
| Net Investment Income | $194 | NetInvestmentIncomeAmt |
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