MUCHNIC FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MUCHNIC FOUNDATION (EIN 48-6102818)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-03-02
IRS object ID
201830619349100713
Schema version
2016v3.1
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)
Return2018-03-02T17:15:15-06:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

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 Begin2016-12-01TaxPeriodBeginDt

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
Signature2018-01-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErin S MorganPreparerPersonNm
PTINP00710515PTIN
Phone9134994920PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.100.112.178IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id48083720180615000019FederalOriginalSubmissionId
Federal Original Submission Id2018-03-02FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC4E0869A034CE5AA4F1B19935D8F4DC4359EA950AtSubmissionCreationDeviceId
At Submission Filing Device Id1C6DC9B3DBBF8F69AEC57B2466C7F7B8C4AF3F6CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,540,508FMVAssetsEOYAmt
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$513InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$513InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$444,133DividendsRevAndExpnssAmt
Dividends Net Invst Incm$444,133DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$215,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,378,776GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$215,089CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$40OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$659,775TotalRevAndExpnssAmt
Total Net Invst Incm$659,735TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,880CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,880CompOfcrDirTrstNetInvstIncmAmt
Pension Empl Bnft Rev And Expnss$1,698PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,698PensionEmplBnftDsbrsChrtblAmt
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$13,086OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,086OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$11,691TaxesRevAndExpnssAmt
Taxes Net Invst Incm$63TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$83,983OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$83,983OccupancyDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$119,338TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,029TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$85,681TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$387,805ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$387,805ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$507,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,029TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$473,486TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$152,632ExcessRevenueOverExpensesAmt
Net Investment Income$637,706NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$458,646CashBOYAmt
Cash EOY$746,597CashEOYAmt
Cash EOYFMV$746,597CashEOYFMVAmt
Corporate Stock BOY$2,204,614CorporateStockBOYAmt
Corporate Stock EOY$2,069,295CorporateStockEOYAmt
Corporate Stock EOYFMV$9,773,911CorporateStockEOYFMVAmt
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$2,683,260TotalAssetsBOYAmt
Total Assets EOY$2,835,892TotalAssetsEOYAmt
Total Assets EOYFMV$10,540,508TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,683,260RetainedEarningBOYAmt
Retained Earning EOY$2,835,892RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,683,260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,835,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,683,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,835,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,683,260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$152,632ExcessRevenueOverExpensesAmt
Subtotal$2,835,892SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,835,892TotNetAstOrFundBalancesEOYAmt

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 #5002 - ST$61,262$70,819-$9,557-$9,557
JP MORGAN #5002 - LT$1,317,514$1,092,868$224,646$224,646
FieldValueIRS element (for citing)
Capital Gain Net Income$215,089CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$467,162AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,637,389NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048474DistributionYr1Rt
Adjusted Qlfy Distri Yr2$473,860AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,828,216NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048214DistributionYr2Rt
Adjusted Qlfy Distri Yr3$469,888AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,771,548NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048087DistributionYr3Rt
Adjusted Qlfy Distri Yr4$492,826AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,377,421NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052555DistributionYr4Rt
Adjusted Qlfy Distri Yr5$379,444AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,333,035NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045535DistributionYr5Rt
Total Distribution0.242865TotalDistributionRt
Average Distribution0.048573AverageDistributionRt
Net Vl Noncharitable Assets$10,080,450NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$489,638AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,377NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$496,015AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$473,486QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,754InvestmentIncomeExciseTaxAmt
Subtotal$12,754SubtotalAmt
Tax Based On Investment Income$12,754TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,320TotalPaymentsAndCreditsAmt
Tax Due$3,434TaxDueAmt

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$2,880$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$2,266,814AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$578,060AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,389,085FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,233,959TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,233,959AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153,509CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,080,450NetVlNoncharitableAssetsAmt
Minimum Investment Return$504,023MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$504,023MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,754TaxBasedOnInvestmentIncomeAmt
Total Tax$12,754TotalTaxAmt
Distributable Before Adj$491,269DistributableBeforeAdjAmt
Distributable Before Ded$491,269DistributableBeforeDedAmt
Distributable As Adjusted$491,269DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$473,486ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$473,486QualifyingDistributionsAmt
Adjusted Qualifying Distri$473,486AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$491,269DistributableAsAdjustedAmt
Undistributed Income PY$3,846UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$473,486QualifyingDistributionsAmt
Applied To Year1$3,846AppliedToYear1Amt
Applied To Current Year$469,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$21,629UndistributedIncomeCYAmt
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 (74 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/APCTO SUPPORT MOUNT VERNON CEMETERY 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
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.$6,000
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
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 prepare them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.$3,000
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
4550 MONTGOMERY AVENUE SUITE 1100 NBETHESDAMD20814N/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.$5,000
ATCHISON AREA UNITED WAY
625 COMMERCIAL STE 7ATCHISONKS66002N/APCFUNDRAISING FOR LOCAL CHARITABLE ORGANIZATIONS.$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
EAST END HOSPICE
PO BOX 1048WESTHOMPTON BEACHNY11978N/APCTO PROVIDE HOSPICE CARE.$2,000
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
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.$8,000
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
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003N/APCTo support THE MOST EFFECTIVE POVERTY-FIGHTING PROGRAMS THROUGHOUT NYC.$8,000
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.$3,000
ATCHISON THEATRE
401 SANTA FEATCHISONKS66002N/APCTO PROMOTE THEATER APPRECIATION.$1,500
BARD COLLEGE
30 Campus RdAnnandaleonHudsonNY12504N/APCTO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.$6,000
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
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 provide animal sheltering funstions for 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 OF THE GENERAL PUBLIC, INCLUDING RESIDENTS OF EAST HAMPTON, VISITORS, THE INDIGENT AND UNDERINSURED.$9,000
Kansas University Williams Fund
1651 Naismith DrivelawrenceKS66045n/aPCto provide funding for scholarships needed to attract the finest student-athletes.$12,000
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
COMMUNITY OPTIONS INC
PO BOX 31MONTROSECO81402N/APCCOMMUNITY BASED SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN WESTERN COLORADO.$5,000
BECKET-CHIMNEY CORNERS YMCA
748 HAMILTON ROADBECKETMA01223N/APCTO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTISE THROUGH PROGRAMS THAT BUILD HEALTH SPIRIT MIND & BODY.$4,000
AFRICAN WILDLIFE FOUNDATION INC
1400 16TH STREET NW NO 120WASHINGTONDC20036N/APCTO ENSURE THE WILDLIFE AND WILD LANDS OF AFRICA WILL ENDURE FOREVER.$10,000
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.$2,000
HOOD MUSEUM OF ART
DARTMOUTH COLLEGEHANOVERNH03755N/APCTO FOSTER TRANSFORMATIVE ENCOUNTERS WITH WORKS OF ART.$1,0006 EAST WHEELOCK STREET
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
MOTHER TO MOTHER
3436 N 27TH STKANSAS CITYKS66104N/APCTO ASSIST CAREGIVERS OF MINOR CHILDREN THROUGH SUPPORTIVE FRIENDSHIPS THAT PROMOTE FAMILY GROWTH.$2,000
THE HUMANE SOCIETY OF ATCHISON INC
125 N 21ST STREETATCHISONKS66002N/APCTO PROVIDE CARE & SHELTER TO ANIMALS.$9,305
LIBRARIES OF MONTROSE COUNTY FOUNDATION
320 S 2ND STREETMONTROSECO81401N/APCTO ENCOURAGE COMMUNITY INVESTMENT IN PUBLIC LIBRARIES.$5,000
HAVEN HOUSE OF MONTROSE INC
PO BOX 3122MONTROSECO81402N/APCTO PROVIDE HOUSING FOR HOMELESS FAMILIES.$2,500
MONTROSE ARTS COUNCIL INC
PO BOX 2123MONTROSECO814022123N/APCTO PROMOTE THE ARTS IN MONTROSE COUNTY, CO.$2,500
ROCKY MOUNTAIN COUNCIL INC-BOYS SCOUTS OF AMERICA
411 SOUTH PUEBLO BLVDPUEBLOCO81005N/APCTHE CORPORATION 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
HOPEWEST
3090 NORTH 12TH STREET UNIT BGRAND JUNCTIONCO81506N/APCTO RPOVIDE 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 162MONTROSECO814020162N/APCTO PROVIDE HOUSING FOR ECONOMICALLY 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
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE 0940LA JOLLACA92093N/APCTO MAKE A DIFFERENCE IN THE GLOBAL RESEARCH CONDUCTED BY SCRIPPS INSTITUTION OF OCEANOGRAPHY SCIENTISTS.$3,000
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.$5,000
ARMAND HAMMER MUSEUM OF ART AND CULTURAL CENTER IN
10899 WILSHIRE BLVDLOS ANGELESCA90024N/APCTO SUPPORT ART EXHIBITIONS, PERMANENT FINE ART COLLECTION, PUBLICATIONS, PUBLIC ACADEMIC PROGRAMS, AND ARTIST RESIDENCIES.$1,000
THE FRIENDS OF CHAMBER MUSIC KANSAS CITY
4635 WYANDOTTE SUITE 201KANSAS 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.$2,000
PAWS
PO BOX 1037LYNWOODWA98046N/APCTO REHABILITATE INJURED AND ORPHANED WILDLIFE, TO SHELTER AND ADOPT HOMELESS CATS AND DOGS, AND TO EDUCATE PEOPLE TO MAKE A BETTER WORLD FOR ANIMALS AND PEOPLE.$25,000
UNITED STATES ASSOCIATION FOR UNHCR
1775 K STREET NW NO 580WASHINGTONDC20006N/APCTO HELP AND PROTECT REFUGEES AND PEOPLE DISPLACED BY VIOLENCE, CONFLICT AND PERSECUTION.$10,000
YMCA OF LONG ISLAND
2 GINGERBREAD LANEEAST HAMPTONNY11937N/APCTO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, HAS THE OPPORUTNITY TO LEARN, GROW AND THRIVE.$2,000
THE NEO-POLITICAL CAWGIRLS
236 OLD STONE HIGHWAYEAST HAMPTONNY11937N/APCTO CREATE NEW, SITE SPECIFIC THEATRE AND WORKSHOPS FOR GIRLS AND WOMEN.$2,000
PECONIC COMMUNITY SCHOOL
PO BOX 273AQUEBOGUENY11931N/APCTO PROVIDE ALTERNATIVE EDUCATION CURRICULUM FOR INTERESTED FAMILIES AND STUDENTS IN THE COMMUNITY.$2,000
THE SOUTHAMPTON HOSPITAL FOUNDATION
57 HAMPTON ROAD SUITE 202SOUTHAMPTONNY11968N/APCTO SUPPORT SOUTHAMPTON'S HOSPITAL MISSION TO DELIVER HEALTHCARE SERVICES AND EXPAND CLINICAL PROGRAMS TO MEET THE NEEDS OF THE COMMUNITY.$2,000
VICTOR D'AMICO INSTITUTE OF ART
PO BOX 1266AMAGANSETTNY11930N/APCTO DEVELOP INSPIRING ART EDUCATION PROGRAMS FOR PEOPLE OF ALL AGES.$2,000
THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION
290 KING OF PRUSSIA RD NO 320RADNORPA19087N/APCTO PROMOTE AND FUND RESEARCH INTO FINDING THE CAUSE, THERAPIES, AND CURES FOR FRONTOTEMPORAL DEGENERATION.$5,000
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 ASSISTANCE IN GRADES K-8 FOR ALTERNATIVES TO FALTERING CONVENTIONAL SCHOOLS, AND FOR ALL CHILDREN BY SUPPORTING AND CULTIVATING EDUCATION REFORM AND PARENTAL CHOICE EFFORTS.$3,000
GOAT ON A BOAT INC
PO BOX 327SAG HARBORNY11963N/APCTO SUPPORT A CULTURAL AND EDUCATIONAL PUPPET THEATRE THAT SERVES THE PUBLIC.$1,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WLANUT STREET SUITE ROOM 305PHILADELPHIAPA19104N/APCTHE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES.$3,000
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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$387,805TotalGrantOrContriPdDurYrAmt

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$513ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$444,133ExclusionAmt
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$215,089ExclusionAmt
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$40ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$659,775ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$659,775TotalIncomeProducingActyAmt

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$1,482,545$2,076,191
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$40RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$13,086Amt
Net Investment Income$13,086NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
BALANCE W/ PRIOR YEAR RETURN$2,268
1ST QTR ESTIMATED TAX PAID$9,320
SECRETARY OF STATE$40
FOREIGN TAXES PAID$63$63

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