PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-01
- IRS object ID
- 202630919349100908
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-01T15:16:10-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260010862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD CASTOR L C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 W 129TH STREET STE 250 | AddressLine1Txt |
| City | OVERLAND PK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE ROAD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE PALMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2026-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald Castor | PreparerPersonNm |
| PTIN | P00394187 | PTIN |
| Phone | 9134699113 | PhoneNum |
| Preparation | 2026-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $724,229 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,926 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,926 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,087 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $39,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,059 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,228 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,188 | CashBOYAmt |
| Cash EOY | $24,275 | CashEOYAmt |
| Cash EOYFMV | $24,275 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $67,524 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $63,397 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $64,422 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $312,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $310,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $87,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,697 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,038 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $477,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $724,229 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $477,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $448,659 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $477,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $477,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $477,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,916 | ExcessRevenueOverExpensesAmt |
| Subtotal | $448,659 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $448,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CS 6754 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $71,035 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $46,948 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,087 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $24,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $376 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $376 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $376 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $126 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMIE PALMER | IndividualWithBooksNm |
| Phone | 9135689506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 W 144TH ST | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66223 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES PALMER | ||||||||
| 5500 W 144TH ST | OVERLAND PARK | KS | 66223 | TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RS | GRAFTON | WI | 53024 | VP | 0.00 | $0 | $0 | $0 |
| JENNIFER CLEMENT | ||||||||
| 101 W ZEDLER LANE | MEQUON | WI | 53092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MATTHEW CLARK | ||||||||
| 792 NE LAURELHURST PL | PORTLAND | OR | 97232 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $62,998 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,498 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,496 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $62,998 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,498 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $0 |
| WORLD VISION | ||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PC | COVID HUNGER CRISIS | $3,000 |
| SALVATION ARMY MILWAUKEE CTY | ||||||
| 11315 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | PC | SHELTER/FOOD PANTRIES | $2,000 |
| MILWAUKEE RESCUE MISSION | ||||||
| 830 N 19TH STREET | MILWAUKEE | WI | 53233 | PC | SAFE HARBOR/JOY HOUSE | $4,000 |
| ALZHEIMERS ASSOC WI CHAPTER | ||||||
| 620 S 76ST STE 160 | MILWAUKEE | WI | 53214 | PC | CARE AND SUPPORT | $2,000 |
| OLATHE PREGNANCY CLINIC | ||||||
| 1313 E SANTA FE | OLATHE | KS | 66061 | PC | GENERAL SUPPORT | $1,000 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS | ||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | PC | FOR EMERGENCY ASSISTANCECENTER AND FOOD PANTRY ON POPLAR ST | $2,000 |
| CARRY THE CROSS MINISTRIES | ||||||
| 5517 FREEMAN AVE | KANSAS CITY | KS | 66102 | PC | GENERAL SUPPORT | $4,000 |
| WHATSOEVER CIRCLE COMMUNITY HOUSE | ||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | PC | GENERAL SUPPORT | $4,000 |
| CARE NET PREGNANCY CENTER OF MILWAUKEE | ||||||
| 4957 W FOND DU LAC AVE | MILWAUKEE | WI | 53216 | PC | GENERAL SUPPORT | $2,000 |
| FAMILY SHARING OF OZAUKEE COUNTY | ||||||
| 1002 OVERLAND COURT | GRAFTON | WI | 53024 | PC | FOOD PANTRY | $2,000 |
| GPS EDUCATION PARTNERS | ||||||
| N19W24075 RIVERWOOD DR SUITE 300 | WAUKESHA | WI | 53188 | PC | WORK BASED LEARNING | $4,000 |
| GREAT LAKES CHALLENGE | ||||||
| 5301 N 91ST ST | MILWAUKEE | WI | 53225 | PC | ADDICTION REHABILITATION | $3,000 |
| ADVOCATES OF OZAUKEE COUNTY | ||||||
| 885 BADGER CIR | GRAFTON | WI | 53024 | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF THE CHILDREN PORTLAND | ||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | PC | GENERAL SUPPORT | $3,000 |
| LA CAUSA INC | ||||||
| PO BOX 04188 | MILWAUKEE | WI | 532040188 | PC | CRISIS NURSERY AND RESPITE CENTER | $2,000 |
| MISSION SOUTHSIDE | ||||||
| 514 S KANSAS AVE | OLATHE | KS | 66061 | PC | COMMUNITY OUTREACH | $3,000 |
| OLATHE POLICE FOUNDATION | ||||||
| 16454 S LOCUST ST | OLATHE | KS | 66062 | PC | GENERAL SUPPORT | $5,000 |
| SLEEPYHEAD BEDS | ||||||
| 4741 CENTRAL 244 | KANSAS CITY | MO | 64112 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $2,000 |
| KOHLER ART CENTER | ||||||
| 608 NEW YORK AVE | SHEBOYBAN | WI | 53081 | PC | GENERAL SUPPORT | $2,000 |
| PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER | ||||||
| 17 N KILLINGSWORTH CT | PORTLAND | OR | 97217 | PC | GENERAL SUPPORT | $3,000 |
| THE GATHERING | ||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | PC | GENERAL SUPPORT | $0 |
| ROYAL ROSARIAN FOUNDATION | ||||||
| PO BOX 8956 | PORTLAND | OR | 97207 | PC | FIELD TRIP PROGRAM | $2,000 |
| BENEDICT CENTER | ||||||
| 1849 N DR MARTIN LUTHER KING DR STE | MILWAUKEE | WI | 53204 | PC | GENERAL NEEDS | $0 |
| BALLARD CENTER | ||||||
| PO BOX 7 | LAWRENCE | KS | 66044 | PC | EDUCATION DEPT | $2,000 |
| VETERANS COMMUNITY PROJECT | ||||||
| 6767 N 60TH ST | MILWAUKEE | WI | 53223 | PC | VETERAN HOUSING | $2,000 |
| WY PREGNACY CLINIC | ||||||
| PO BOX 12710 | KANSAS CITY | KS | 66112 | PC | GENERAL NEEDS | $0 |
| STARFISH | ||||||
| 134 CLAIRBORNE RD STE B | OLATHE | KS | 66062 | PC | GENERAL NEEDS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,926 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,059 | 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 | NA | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
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 | RONALD CASTOR LC TAX | CategoryTxt |
| Amt | $500 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUIFAX | $14,650 | $14,927 |
| VERISIGN | $16,029 | $15,007 |
| XCEL ENERGY | $10,002 | $9,992 |
| RPM INTL | $10,016 | $10,112 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASB 5.875% PERPETUAL | $11,056 | $8,556 |
| ENBRIDGE 5.9491% FIXED/FLOAT | $6,910 | $12,255 |
| EQH A 5.25% PERP | $10,504 | $8,080 |
| MGR 5.875% 3/30/59 | $11,200 | $8,404 |
| ONB C 7% PERP | $11,460 | $10,084 |
| AMAZON.COM | $11,727 | $20,774 |
| CHURCH & DWIGHT | $2,734 | $2,516 |
| COSTCO WHOLESALE | $4,484 | $8,623 |
| LOWES COMPANIES | $2,958 | $9,646 |
| NIKE INC CL B | $6,843 | $4,141 |
| PEPSICO | $5,682 | $5,023 |
| AMETEK | $5,418 | $14,372 |
| AMPHENOL | $4,696 | $14,865 |
| BALL | $2,863 | $2,649 |
| BOEING | $1,716 | $2,171 |
| PTC INC | $7,855 | $13,937 |
| ROPER TECHNOLOGIES | $2,019 | $2,226 |
| RPM | $1,438 | $3,120 |
| ADYEN ADR | $2,624 | $3,194 |
| EQUIFAX | $763 | $6,509 |
| EVERTEC | $3,731 | $6,836 |
| FISERV | $1,584 | $7,725 |
| GLOBAL PAYMENTS | $2,719 | $5,805 |
| INTUIT | $10,385 | $13,248 |
| MASTERCARD | $9,218 | $14,272 |
| PAYPAL HOLDINGS | $3,664 | $5,254 |
| SERVICENOW | $3,837 | $3,064 |
| VISA | $899 | $17,536 |
| ADOBE SYSTEMS | $292 | $5,250 |
| ADVANCED MICRO DEVICES | $181 | $3,212 |
| ALPHABET CL C | $675 | $23,535 |
| ANALOG DEVICES | $8,876 | $16,272 |
| APPLE | $939 | $8,156 |
| ASML HOLDINGS | $12,017 | $21,397 |
| BROADCOM | $7,663 | $24,227 |
| CROWDSTRIKE HOLDINGS | $3,146 | $7,031 |
| DATADOG | $2,230 | $2,720 |
| MICROSOFT | $1,058 | $21,763 |
| NVIDIA | $3,707 | $15,853 |
| SYNOPSYS | $2,685 | $9,394 |
| TYLER TECH | $5,525 | $4,540 |
| ZSCALER | $2,063 | $2,249 |
| ENERGY SELECT SECTOR SPDR | $4,437 | $13,413 |
| 10X GENOMICS | $2,025 | $816 |
| ABBOTT LABS | $5,030 | $13,782 |
| ABBVIE | $5,752 | $12,567 |
| DANAHER | $12,320 | $12,591 |
| ILLUMINA | $2,273 | $2,623 |
| INTUITIVE SURGICAL | $5,847 | $11,327 |
| REPLIGEN | $6,780 | $4,916 |
| STRYKER | $1,531 | $8,787 |
| THERMO FISHER SCIENTIFIC | $13,315 | $14,486 |
| VEEVA SYSTEMS | $8,584 | $8,929 |
| AES CORP | $5,626 | $7,887 |
| CHARLES SCHWAB | $7,465 | $19,482 |
| FIDELITY NATL INFO | $1,956 | $5,317 |
| JP MORGAN CHASE | $4,242 | $9,667 |
| PRINCIPAL FINL GROUP | $5,412 | $12,349 |
| SS&C TECHNOLOGIES | $6,370 | $13,987 |
| MERCANTILE BANK | $4,702 | $7,937 |
| PROSPERTITY BANCSHARES | $4,579 | $4,147 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,999 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,991 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $53,398 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $54,431 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB MANAGEMENT FEES | CategoryTxt |
| Amt | $2,228 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB - FORIEGN TAX | CategoryTxt |
| Amt | $232 | Amt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
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