JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201541289349100339
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T12:08:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite | AddressLine2Txt |
| 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 | 9136486440 | PhoneNum |
| Signature | 2015-04-28 | 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 | 9136486440 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $682,454 | 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 | $1,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,357 | 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 | $3,452 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,452 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $277 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $41,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,862 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $544,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $614,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $614,706 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $92,878 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,886 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $678,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $682,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $682,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $678,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $682,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $678,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $682,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $678,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $682,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $678,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,200 | OtherIncreasesAmt |
| Subtotal | $682,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $682,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 76.307 SHARES BUFFALO EMERGING OPPORTUNITY | 2011-08-18 | 2014-01-02 | $1,501 | $653 | $848 | $848 | |
| 95.103 SHARES BUFFALO EMERGING OPPORTUNITIES | 2011-08-09 | 2014-01-02 | $1,871 | $874 | $997 | $997 | |
| 76.752 SHARES BUFFALO EMERGING OPPORTUNITIES | 2011-08-16 | 2014-01-02 | $1,510 | $690 | $820 | $820 | |
| 5000 SHARES PRESTIGE BRANDS | 2011-08-04 | 2014-01-16 | $5,286 | $5,200 | $86 | $86 | |
| 5000 SHARES SPX CORP | 2010-07-01 | 2014-02-11 | $5,295 | $5,137 | $158 | $158 | |
| 5000 SHARES CEDAR FAIR LP | 2011-08-11 | 2014-07-03 | $5,261 | $5,194 | $67 | $67 | |
| 5000 SHARES WARNER CHILCOTT CO | 2011-11-28 | 2014-07-21 | $5,247 | $4,875 | $372 | $372 | |
| 5000 SHARES DAVITA INC | 2010-12-20 | 2014-07-24 | $5,239 | $4,900 | $339 | $339 | |
| 4000 SHARES HEALTHSOUTH CORP | 2011-09-20 | 2014-10-01 | $4,145 | $3,935 | $210 | $210 | |
| 5000 SHARES CONSTELLATION BRANDS | 2010-04-20 | 2014-11-26 | $5,020 | $5,375 | -$355 | -$355 | |
| 5000 SHARES POLYPORE INTL INC | 2013-06-21 | 2014-05-08 | $5,281 | $5,275 | $6 | $6 | |
| CAPITAL GAIN DIVIDENDS | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,555 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,231 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $636,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,961 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $590,045 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,756 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $559,289 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035323 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,375 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $516,425 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002663 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.129618 | TotalDistributionRt |
| Average Distribution | 0.025924 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $688,843 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,177 | 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 | $216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $216 | SubtotalAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $784 | OverpaymentAmt |
| Applied To ES Tax | $784 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL A CERWICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9136486440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | $699,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $699,333 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $699,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $688,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216 | TotalTaxAmt |
| Distributable Before Adj | $34,226 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,226 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,177 | 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 | $32,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $216 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,949 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,949 | AppliedToYear1Amt |
| Applied To Current Year | $1,228 | 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 | $32,998 | 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 (12 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 | $9,500 | |
| OVERLAND PARK REGIONAL HOSPITAL NICU | ||||||||
| 12200 W 106TH ST 320 | OVERLAND PARK | KS | 66215 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $5,000 | |
| UNIVERSITY OF KS HOSPITAL -KIDNEY TRANSPLANT FUND | ||||||||
| 3901 RAINBOW BOULEVARD | KANSAS CITY | KS | 66160 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,000 | |
| THE LIVING ROOM THEATRE | ||||||||
| 1818 MCGEE ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $2,000 | |
| 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 | |
| RONALD MCDONALD HOUSE | ||||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,500 | |
| HOME FOR THE HOLIDAYS | ||||||||
| POST OFFICE BOX 670933 | DALLAS | TX | 75367 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $1,500 | |
| KANSAS CITY LUTHERAN HIGH SCHOOL | ||||||||
| 12411 WORNALL ROAD | KANSAS CITY | MO | 64145 | NONE | PC | GENERAL OPERATING FUND-RELIGIOUS | $500 | |
| KANSAS CITY CARE CLINIC | ||||||||
| 6400 PROSPECT AVE | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING FUND-CIVIC | $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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | 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 | $22,802 | 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 | $3,555 | 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 | $26,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,357 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GPTC #18-01034-SEE ATTACH A | BondNm |
| EOY Book Value | $45,886 | EOYBookValueAmt |
| EOYFMV | $45,886 | 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 | $614,706 | EOYBookValueAmt |
| EOYFMV | $614,706 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $554 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $277 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/FMV ADJUSTMENT | Desc |
| Amt | $13,200 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $3,452 | Amt |
| Net Investment Income | $3,452 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $92 | $92 |
| 2014 FEDERAL EST. PAYMENTS | $1,000 |
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