JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349102058
- 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
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T16:31:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 9101 Grandview Drive | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL CERWICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9134994920 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie M Kirk | PreparerPersonNm |
| PTIN | P01336551 | PTIN |
| Phone | 9134994920 | 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 | $737,510 | 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 | $106,337 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,996 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,446 | 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 | $3,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,307 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $268 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,298 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $614,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $693,762 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $693,762 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,886 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,450 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $682,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $737,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $737,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $682,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $737,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $682,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $737,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $682,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $737,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $682,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$36,965 | OtherIncreasesAmt |
| Subtotal | $737,510 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $737,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1 SHARE O OF DU PONT CALL OPTION | 2015-12-10 | 2015-12-14 | $59 | $59 | $59 | ||
| 100 SHARES C OF BAXALTA INC | 2013-10-18 | 2015-05-04 | $3,888 | $845 | $845 | $3,043 | |
| 5000 SHARES O OF ANIXTER INC NOTES | 2010-05-19 | 2015-03-01 | $5,000 | $206 | $206 | $4,794 | |
| 3000 SHARES O OF UNITED REFINING CO SR SEC | 2011-09-06 | 2015-10-20 | $3,172 | $183 | $183 | $2,989 | |
| 2 SHARES O OF HOLLYFRONTIER CORP CALL OPTION | 2015-08-07 | 2015-12-18 | $97 | $97 | $97 | ||
| 100 SHARES C OF BOXALTA INC | 2013-05-24 | 2015-08-04 | $3,888 | $589 | $589 | $3,299 | |
| CAPITAL GAIN DIVIDENDS | $17 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,996 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,961 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $688,843 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,231 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $636,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045939 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $590,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,756 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $559,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035323 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,375 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $516,425 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002663 | DistributionYr5Rt |
| Total Distribution | 0.176016 | TotalDistributionRt |
| Average Distribution | 0.035203 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $668,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,167 | 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 | $199 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $199 | SubtotalAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $784 | TotalPaymentsAndCreditsAmt |
| Overpayment | $585 | OverpaymentAmt |
| Applied To ES Tax | $585 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | 9101 GRANDVIEW DRIVE | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | 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 | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| JOEL A CERWICK | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| MATTHEW H POWELL | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ANTHONY J POWELL | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | 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 | $678,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $678,901 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $678,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $668,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $33,237 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,237 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,237 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,167 | 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 | $34,167 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $199 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,968 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,998 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,167 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,998 | AppliedToYear1Amt |
| Applied To Current Year | $1,169 | 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 | $32,068 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $6,000 | |
| OVERLAND PARK REGIONAL HOSPITAL NICU | ||||||||
| 12200 W 106TH ST 320 | OVERLAND PARK | KS | 66215 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $5,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 6400 PROSPECT AVE SUITE 300B | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $5,000 | |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 | |
| KANSAS CITY LUTHERAN HIGH SCHOOL | ||||||||
| 12411 WORNALL ROAD | KANSAS CITY | MO | 64145 | NONE | PC | GENERAL OPERATING FUND-RELIGIOUS | $1,000 | |
| SKYWALK FOUNDATION | ||||||||
| SKYWALK MEMORIAL FOUNDATION C/O GK | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | 1055 BROADWAY STE 130 |
| WWI MUSEUM FOUNDATION | ||||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| JOYCE WILLIAMS SHELTER | ||||||||
| 1418 GARFIELD AVE | KANSAS CITY | KS | 66104 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $500 | |
| SALVATION ARMY-JOHNSON COUNTY FAMILY LODGE | ||||||||
| 420 E SANTA FE | OLATHE | KS | 66061 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $500 | |
| SHAWNEE COMMUNITY SERVICES | ||||||||
| 11110 W 67TH ST | SHAWNEE | KS | 66203 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,500 | |
| CHILD ABUSE PREVENTION ASSOC | ||||||||
| 503 EAST 23RD ST S | INDEPENDENCE | MO | 64055 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,500 | |
| AMETHYST PLACE | ||||||||
| 2732 TROOST AVE A | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,500 | |
| MARTIN LUTHER ACADEMY | ||||||||
| 7112 N OVERLAND DR | KANSAS CITY | MO | 64151 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $5,000 | |
| CHILD PROTECTION CENTER | ||||||||
| 3101 BROADWAY SUITE 750 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | 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 | $22,450 | 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 | $1,996 | 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 | $24,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,446 | 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 |
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 | JOEL JUDY CERWICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 GRANDVIEW DRIVE | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $106,337 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 400 SHARES DPS 100 SHARES RTN 600 SHARES LLY 100 SHARES MSFT | NoncashPropertyDesc |
| Fair Market Value | $106,337 | FairMarketValueAmt |
| Received | 2015-12-21 | ReceivedDt |
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 A | BondNm |
| EOY Book Value | $28,450 | EOYBookValueAmt |
| EOYFMV | $28,450 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPTC #18-01034-SEE ATTACH A | StockNm |
| EOY Book Value | $693,762 | EOYBookValueAmt |
| EOYFMV | $693,762 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $535 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $267 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/FMV ADJUSTMENT | Desc |
| Amt | -$36,965 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $3,307 | Amt |
| Net Investment Income | $3,307 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL JUDY CERWICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 GRANDVIEW DRIVE | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $120 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
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