JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR (EIN 54-6828522)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201611319349100121
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T09:44:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430948710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATHROP & GAGE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 GRAND BOULEVARD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546828522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK AND SUSAN PIERSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 9135410066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WEST 63RD STREET | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T PIERSON JR | PersonNm |
| Person Title | CO TRUSTEE | PersonTitleTxt |
| Phone | 9135410066 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYLE V RICHARDSON | PreparerPersonNm |
| PTIN | P01212620 | PTIN |
| Phone | 8162922000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,065,713 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,188 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,900 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $289 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,395 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $950 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,552 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $950 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $950 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $900,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $923,901 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,014,368 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $905,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $975,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,065,713 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,850 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $1,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $903,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $975,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $903,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $975,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $905,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $975,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $903,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13 | OtherIncreasesAmt |
| Subtotal | $975,246 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $975,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $620 | GrossSalesPriceAmt |
| Gain Or Loss | $620 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $620 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,491 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $997,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,507 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $963,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046215 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $974,181 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056037 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $985,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000508 | DistributionYr4Rt |
| Total Distribution | 0.150363 | TotalDistributionRt |
| Average Distribution | 0.037591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,032,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,825 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,064 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,585 | 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 | $239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $239 | AppliedToEsTaxAmt |
| Total Payments And Credits | $239 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN T PIERSON JR | IndividualWithBooksNm |
| Phone | 9135410066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WEST 63RD STREET | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN T PIERSON JR | ||||||||
| 2801 WEST 63RD STREET | SHAWNEE MISSION | KS | 66208 | CO TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN PIERSON | ||||||||
| 2801 WEST 63RD STREET | SHAWNEE MISSION | KS | 66208 | CO TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,017,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,048,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,048,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,032,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $51,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,402 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $239 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $960 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $183 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,143 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $960 | ExcessFromYear3Amt |
| Excess From Current Year | $183 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIRCRAFT CARRIER HORNET FOUNDATION | |||||||
| 707 W HORNET AVE | ALAMEDA | CA | 94501 | N/A | PUBLIC CHARITY | CULTURAL | $200 |
| AMERICAN CONSERVATIVE UNION | |||||||
| 1331 H ST NW | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLECHARITABLE;LISTTOTAL 400 | $400 |
| AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS | |||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| AMERICAN RED CROSS GREATER KANSAS CITY CHAPTER | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| ARABIAN RESCUE MISSION | |||||||
| 42 GLEN RD | COLESVILLE | NJ | 07461 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| ARIZONA SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY RD | TUCSON | AZ | 85743 | N/A | PUBLIC CHARITY | CULTURAL | $690 |
| BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY | |||||||
| 2405 ELMWOOD AVE | KANSAS CITY | MO | 64127 | N/A | PUBLIC CHARITY | CHARITABLE | $400 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| CHILDRENS MERCY HOSPITAL FOUNDATION | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| CITIZENS UNITED FOUNDATION | |||||||
| 1006 PENNSYLVANIA AVE | WASHINGTON | DC | 20003 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | N/A | PUBLIC CHARITY | CHARITABLE | $400 |
| COALITITION TO SALUTE AMERICA'S HEROES | |||||||
| 552 FORT EVENS RD SUITE 300 | LEESBURG | VA | 20176 | N/A | PUBLIC CHARITY | CHARITABLE | $600 |
| COMMEMORATIVE AIR FORCE RED TAIL SQUADRON | |||||||
| 6 AERO PLAZA | NEW CENTURY | KS | 66031 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| COMPANIONS FOR HEROES | |||||||
| P O BOX 961 | LAKE HOPATCONG | NJ | 07849 | N/A | PUBLIC CHARITY | CHARITABLE | $300 |
| COUNCIL OF INDIAN NATIONS | |||||||
| PO BOX 1800 | APACHE JUNCTION | AZ | 85117 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| DE LASALLE EDUCATION CENTER | |||||||
| 3740 FOREST AVE | KANSAS CITY | MO | 64109 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| EISENHOWER FOUNDATION | |||||||
| 200 SE FOURTH ST | ABILENE | KS | 67410 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| FIRST CALL KC | |||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| FLYING TIGERS HISTORICAL ORGANIZATION | |||||||
| 21133 JIMMERSALL LANE | GROVELAND | CA | 95321 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS TD | COCONUT CREEK | FL | 33073 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY CT 240 | STERLING | VA | 20166 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| FREEDOM WORKS | |||||||
| 400 N CAPITOL ST | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | EDUCATIONAL | $100 |
| FRIENDS OF THE SMITHSONIAN MUSEUM | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PUBLIC CHARITY | EDUCATIONAL | $100 |
| FRONTIERS OF FREEDOM | |||||||
| 4094 MAJESTIC LN 380 | FAIRFAX | VA | 22033 | N/A | PUBLIC CHARITY | EDUCATIONAL | $50 |
| GREAT PLAINS SPCA | |||||||
| 5424 ANTIOCH DR | MERRIAM | KS | 66202 | N/A | PUBLIC CHARITY | PREVENTION OF CRUELTY TO ANIMALS | $525 |
| HARVARD UNIVERSITY BUSINESS SCHOOL | |||||||
| 117 WESTERN AVE | ALLSTON | MA | 02134 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| HEART OF AMERICA BOY SCOUT COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | N/A | PUBLIC CHARITY | CHARITABLE | $1,100 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | N/A | PUBLIC CHARITY | EDUCATIONAL | $50 |
| INTERNATIONAL EYE FOUNDATION | |||||||
| 10801 CONNECTICUT AVE | KENSINGTON | MD | 20895 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $100 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST | WASHINGTON | DC | 20024 | N/A | PUBLIC CHARITY | CHARITABLE | $900 |
| KANSAS CITY COMMUNITY GARDENS | |||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | N/A | PUBLIC CHARITY | CHARITABLE | $250 |
| KANSAS CITY HOSPICE | |||||||
| 707 W HORNET AVE | ALAMEDA | CA | 94501 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| KANSAS CITY RESCUE MISSION | |||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC CHARITY | CHARITABLE | $700 |
| KEMPER MUSEUM | |||||||
| 74420 WARWICK BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| LIBERTY INSTITUTE | |||||||
| 2001 W PLANO PKWY | PLANO | TX | 75075 | N/A | PUBLIC CHARITY | EDUCATIONAL | $100 |
| LINDA HALL LIBRARY - UMKC | |||||||
| 5109 CHERRY ST | KANSAS CITY | MO | 64110 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $300 |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL | |||||||
| E STREET NW | WASHINGTON | DC | 20004 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDTION | |||||||
| P O BOX 309 | MOUNT PLEASANT | SC | 29465 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| NATIONAL RESOURCE COUNCIL DEFENSE COUNCIL | |||||||
| 40 W 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| NATIONAL WASP WWII MUSEUM | |||||||
| 210 ANENGER FIELD RD | SWEETWATER | TX | 79556 | N/A | PUBLIC CHARITY | EDUCATIONAL | $200 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| NATIONAL WORLD WAR ONE MUSEUM | |||||||
| 100 W 26 ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC CHARITY | CHARITABLE | $600 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 05814 | N/A | PUBLIC CHARITY | CHARITABLE | $400 |
| PAWS FOR PURPLE HEARTS | |||||||
| 5860 LABATH AVE STE A | ROHNERT | CA | 94928 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| PEMBROKE HILL SCHOOL | |||||||
| 5121 STATE LINE RD | KANSAS CITY | MO | 64112 | N/A | PUBLIC CHARITY | EDUCATIONAL | $3,500 |
| POWELL GARDENS | |||||||
| 1609 NW HIGHWAY | KINGSVILLE | MO | 64061 | N/A | PUBLIC CHARITY | CHARITABLECHARITABLE;LISTTOTAL 2750 | $1,000 |
| PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CENTER | PRINCETON | NJ | 08540 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SALVATION ARMY | |||||||
| 1351 E 10 ST | KANSAS CITY | MO | 64106 | N/A | PUBLIC CHARITY | CHARITABLE | $1,500 |
| SOUTHEASTERN LEGAL FOUNDATION | |||||||
| 2255 SEWELL MILL RD | MARIETTA | GA | 30062 | N/A | PUBLIC CHARITY | CHARITABLE | $2,300 |
| ST FRANCIS XAVIER CATHOLIC CHURCH | |||||||
| 1011 E 52 ST | KANSAS CITY | MO | 64110 | N/A | PUBLIC CHARITY | RELIGIOUS | $200 |
| ST JOSEPH INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| THE CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| THE LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTINGTON AVE STE 100 | ALEXANDRIA | VA | 22303 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | CHARITABLE | $120 |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| THE USO | |||||||
| P O BOX 9686025 | WASHINGTON | DC | 20077 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85716 | N/A | PUBLIC CHARITY | CHARITABLE | $750 |
| US JUSTICE FOUNDATION | |||||||
| 932 D ST 2 | RAMONA | CA | 92065 | N/A | PUBLIC CHARITY | CHARITABLE | $1,900 |
| UNITED AMERICAN PATRIOTS | |||||||
| 121F SHIELDS PARK DR | KERNERSVILLE | NC | 27284 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| VILLAGE PRESBYTERIAN CHURCH | |||||||
| 6641 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | N/A | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| WAYSIDE WAIFS | |||||||
| 3901 E MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | N/A | PUBLIC CHARITY | PREVENTION OF CRUELTY TO ANIMALS | $500 |
| WOUNDED WARRIERS PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,685 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,553 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $620 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,188 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,188 | 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 | 1 | LineNumberTxt |
| Relationship Statement | INCOME FROM INVESTMENTS IS USED TO FUND THE FOUNDATION'S ANNUAL DISBURSEMENT TO QUALIFIED CHARITIES. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN T PIERSON JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WEST 63 STREET | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $923,901 | BookValueAmt |
| EOYFMV | $1,014,368 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $1,500 | $0 | $1,500 |
| LEGAL FEES | $2,400 | $0 | $2,400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BALANCING ADJUSTMENT | Desc |
| Amt | $13 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T PIERSON JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WEST 63 STREET | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 EXCISE TAX PAID IN 2015 | $254 | $0 | $0 |
| FOREIGN TAX PAID | $289 | $289 | $0 |
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