ALLEN P & JOSEPHINE B GREEN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN P & JOSEPHINE B GREEN FOUNDATION (EIN 43-6030135)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349101741
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T12:46:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431126847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65203 | 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 | 436030135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN P AND JOSEPHINE B GREEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 5735815568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY BLVD SUITE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL D FUEMMELER | PersonNm |
| Person Title | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 5735815568 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA SCHULTZ | PreparerPersonNm |
| PTIN | P02235888 | PTIN |
| Phone | 5734426171 | PhoneNum |
| Preparation | 2026-04-30 | 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 | $14,547,244 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $386,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $839,007 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $625,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $625,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,120 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,880 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,921 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,630 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,404 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,495 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,222 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,880 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $806 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $695,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $858,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $704,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,719 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,144,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,468,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,468,024 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,930,209 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,032,501 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,032,501 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,123,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,547,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,547,244 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,932 | AccountsPayableEOYAmt |
| Grants Payable BOY | $67,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $63,751 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $17,516 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,587 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $86,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,270 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,037,670 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,457,974 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,037,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,457,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,123,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,547,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,037,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,653,265 | OtherIncreasesAmt |
| Subtotal | $14,457,974 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,457,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED STOCK - VANGUARD LT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $839,007 | GrossSalesPriceAmt |
| Cost Or Other Basis | $599,834 | CostOrOtherBasisAmt |
| Gain Or Loss | $239,173 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $239,173 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,088 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,672 | OverpaymentAmt |
| Applied To ES Tax | $9,672 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GREENFDN.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN WARINNER | IndividualWithBooksNm |
| Phone | 8166273418 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY STE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ART BOND | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| KIT BOND | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| ANNE EKERN | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| LAURA ERDEL | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| CARL FUEMMELER | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | SECRETARY-TREASURER | 1.50 | $1,000 | $0 | $0 |
| FRANKLIN STALEY | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| STEPHANIE DENSEN | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| LARRY WEBBER | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| WALTER STALEY | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | DIRECTOR | 1.50 | $1,000 | $0 | $0 |
| HANNA CALCAGNI | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | PRESIDENT | 1.50 | $1,000 | $0 | $0 |
| ELIZABETH WOOD | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | VICE PRESIDENT | 1.50 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER KANSAS CITY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY BLVD SUITE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING, FINANCE, BOARD ADMIN, GRANT, SCHOLARSHIP, AND RETREAT SERVICES | ServiceTypeTxt |
| Compensation | $52,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,791,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,904,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,904,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,695,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $684,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $684,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,088 | TotalTaxAmt |
| Distributable Before Adj | $677,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $677,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $677,712 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $704,566 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $704,566 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $677,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $17,655 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $17,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $704,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $677,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,509 | 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 | $44,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,655 | ExcessFromYear3Amt |
| Excess From Current Year | $26,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR CARL D FUEMMELER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2590 W WINDING TRAIL DR | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5738081068 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ABOVE INDIVIDUAL FOR ADDITIONAL INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT ABOVE INDIVIDUAL FOR ADDITIONAL INFORMATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT ABOVE INDIVIDUAL FOR ADDITIONAL INFORMATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTERNATIVE COMMUNITY TRAINING INC | |||||||
| 1605 CHAPEL HILL RD STE B | COLUMBIA | MO | 65203 | NONE | PC | IN SUPPORT OF IMPACT SUPPORT SERVICES' LIVABLE, AC | $5,000 |
| AUDRAIN HUMANE SOCIETY | |||||||
| 2323 HIGHVIEW RD | MEXICO | MO | 65265 | NONE | PC | WALK BACK IN TIME, A LIVING HISTORY FESTIVAL | $15,000 |
| BENEDICTINE COLLEGE | |||||||
| 1020 N 2ND ST | ATCHISON | KS | 66002 | NONE | I | SCHOLARSHIP/PEUSTER, THOMAS | $7,500 |
| BIRTHDAY BLESSINGS | |||||||
| 429 AID AVE | WEST PLAINS | MO | 65775 | NONE | PC | RESOURCE SUPPORT FOR FOSTER KIDS | $28,000 |
| BOY SCOUTS OF AMERICA GREAT RIVERS COUNCIL | |||||||
| 6081 W VAN HORN TAVERN RD | COLUMBIA | MO | 65203 | NONE | PC | BUILDING FACILITIES FOR THE NEXT GENERATION OF SCOUTS | $20,000 |
| BOYS & GIRLS CLUB OF JEFFERSON CITY | |||||||
| 1105 LAFAYETTE ST | JEFFERSON CITY | MO | 65101 | NONE | PC | ESPORTS AND DIGITAL SAFETY | $10,000 |
| CENTRAL MISSOURI FOSTER CARE & ADOPTION ASSOC | |||||||
| 1704 CHRISTY CT SUITE 200-500 | JEFFERSON CITY | MO | 65101 | NONE | PC | EMERGENCY CARE FUND | $20,000 |
| CENTRAL MISSOURI HUMANE SOCIETY | |||||||
| 616 BIG BEAR BLVD | COLUMBIA | MO | 65202 | NONE | PC | ANIMAL SAFETY NET PROGRAM (ASN) | $25,000 |
| CHAMP ASSISTANCE DOGS INC | |||||||
| 1968 CRAIG ROAD SUITE 200 | STLOUIS | MO | 63146 | NONE | PC | CHAMP PRISON PROGRAM | $20,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIP/RANSOM, KEITH | $7,500 |
| COLUMBIA COLLEGE | |||||||
| 1001 ROGERS STREET | COLUMBIA | MO | 65216 | NONE | I | SCHOLARSHIP/BLAIR, LANI | $7,500 |
| CONSERVATION FEDERATION OF MISSOURI | |||||||
| 728 W MAIN ST | JEFFERSON CITY | MO | 65101 | NONE | PC | DONATE HARVESTED DEER TO HELP FEED MISSOURIS HUNGRY | $10,000 |
| COYOTE HILL | |||||||
| 9501 W COYOTE HILL RD | HARRISBURG | MO | 65256 | NONE | PC | COYOTE HILL FAMILY CENTER | $25,000 |
| FAITH BRIDGE | |||||||
| 1238 WOODRIDGE LN | MOBERLY | MO | 65270 | NONE | PC | THE CHILDREN'S BOUTIQUE AND TEEN STORE | $20,000 |
| FOOD BANK FOR CENTRAL AND NORTHEAST MISSOURI INC | |||||||
| 2101 VANDIVER DRIVE | COLUMBIA | MO | 65202 | NONE | PC | ADDRESSING FOOD INSECURITY IN CENTRAL MISSOURI | $25,000 |
| FRIENDS OF MID-MISSOURI FISHER HOUSE INC | |||||||
| 4000 IVANHOE BLVD | COLUMBIA | MO | 65203 | NONE | PC | PERGOLA CANOPY AND SCREEN | $18,000 |
| HANDI-SHOP INC | |||||||
| 508 EAST LIBERTY ST | MEXICO | MO | 65265 | NONE | PC | PARTNERS FOR A BETTER TOMORROW CAPITAL CAMPAIGN 20 | $30,000 |
| HEART OF MISSOURI CASA | |||||||
| 105 E ASH ST STE 102 | COLUMBIA | MO | 65203 | NONE | PC | BUILDING A BRIGHTER FUTURE CAPITAL CAMPAIGN | $20,000 |
| HELP CENTER INC | |||||||
| 409 FAIRGROUND ST | MEXICO | MO | 65265 | NONE | PC | SHARING WITH OUR NEIGHBORS | $30,000 |
| HOPECAM INC | |||||||
| 12100 SUNSET HILLS RD STE C10 | RESTON | VA | 20190 | NONE | PC | CHAMPIONS OF HOPE - MISSOURI | $10,000 |
| INDEPENDENT LIVING CENTER OF MID-MISSOURI INC | |||||||
| 1905 W ASH STREET | COLUMBIA | MO | 65203 | NONE | PC | DRIVING SIMULATOR FOR YOUTH WITH DISABILITIES | $20,000 |
| IRON EAGLE WELDING ACADEMY | |||||||
| 16165 S HIGHWAY 39 | STOCKTON | MO | 65785 | NONE | I | SCHOLARSHIP/CARR, TYSON | $4,500 |
| IRON EAGLE WELDING ACADEMY | |||||||
| 16165 S HIGHWAY 39 | STOCKTON | MO | 65785 | NONE | I | SCHOLARSHIP/HEATON, ERIC | $4,500 |
| KINGDOM PROJECTS INC DBA CALLAWAY COUNTY EXTE | |||||||
| 2611 N BLUFF ST | FULTON | MO | 65251 | NONE | PC | HVAC REPLACEMENT PROJECT | $14,500 |
| MAINSTREET MEXICO | |||||||
| 300 N COAL ST | MEXICO | MO | 65265 | NONE | PC | MAINSTREET MEXICO MINI-PARK | $29,000 |
| MEMORY CARE HOME SOLUTIONS | |||||||
| 4389 W PINE BLVD | STLOUIS | MO | 63108 | NONE | PC | DEMENTIA CARE NAVIGATION FOR RURAL MISSOURI | $15,600 |
| MEXICO 21ST CENTURY FUND INC | |||||||
| 300 N COAL ST | MEXICO | MO | 65265 | NONE | PC | BENEVOLENT AND PROTECTIVE ORDER OF ELKS #919'S ROOM | $25,000 |
| MEXICO AREA FAMILY YMCA INC | |||||||
| 1127 ADAMS ST | MEXICO | MO | 65265 | NONE | PC | YOUTH SWIM TEAM PROGRAM AND POOL FACILITY ENHANCEMENT | $20,000 |
| MEXICO AREA FAMILY YMCA INC | |||||||
| 1127 ADAMS ST | MEXICO | MO | 65265 | NONE | PC | ASPIRE TREADMILLS FOR WELLNESS CENTER AT EASTERN M | $18,000 |
| MEXICO SENIOR CENTER INC | |||||||
| 606 E PARK ST | MEXICO | MO | 65265 | NONE | PC | MEXICO SENIOR CENTER MEAL PROGRAM/ CONGREGATE MEAL | $20,000 |
| MISSOURI COMMUNITY HEALTH FOUNDATION INC | |||||||
| 3325 EMERALD LN STE B | JEFFERSON CITY | MO | 65109 | NONE | PC | IN SUPPORT OF THE KIT BOND SCULPTURE AND SCHOLARSHIP | $20,000 |
| NORA STEWART EARLY LEARNING CENTER | |||||||
| 505 E ASH ST | COLUMBIA | MO | 65201 | NONE | PC | CLASSROOM INTERACTIVE SMART BOARD | $15,000 |
| OATS INC | |||||||
| 2501 MAGUIRE BLVD STE 101 | COLUMBIA | MO | 65201 | NONE | PC | NEW BUS FOR RANDOLPH COUNTY | $20,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP/NORFLEET, GRANT | $7,500 |
| RONALD MCDONALD HOUSE CHARITIES OF MID-MISSOURI INC | |||||||
| 1110 S COLLEGE AVE | COLUMBIA | MO | 65201 | NONE | PC | PROVIDE A MEAL: NOURISHING FAMILIES AT RMHC MID-MO | $15,000 |
| RUSH HILL COMMUNITY CHURCH | |||||||
| 143 CHURCH ST | RUSH HILL | MO | 65280 | NONE | PC | RUSH HILL COMMUNITY CHURCH - REPLACEMENT OF CHURCH | $15,000 |
| SAVING KIDSIGHT | |||||||
| 10560 N AMBASSADOR DR | KANSAS CITY | MO | 64153 | NONE | PC | KIDSIGHT VISION SCREENINGS AND MOBILE CLINICS | $11,400 |
| SERVE INC | |||||||
| 4901 CO RD 304 | FULTON | MO | 65251 | NONE | PC | FOOD PANTRY UPGRADE | $20,000 |
| SHOES FROM THE HEART | |||||||
| 30271 STATE HIGHWAY DD PO BOX 171 | MACON | MO | 63552 | NONE | PC | IN SUPPORT OF ST. JOSEPH EARLY LEARNING CENTER'S | $5,000 |
| SIMMONS' STABLE PRESERVATION FUND | |||||||
| 2651 AUDRAIN ROAD 395 | THOMPSON | MO | 65285 | NONE | PC | WINDOW RESTORATION | $17,000 |
| ST JOSEPH EARLY LEARNING CENTER | |||||||
| 412 E KELLETT ST | MARTINSBURG | MO | 65264 | NONE | PC | ST. JOSEPH ELC CREATIVE CURRICULUM PROGRAM | $5,000 |
| STATE TECHNICAL COLLEGE OF MISSOURI | |||||||
| 1 TECHNOLOGY DR | LINN | MO | 65051 | NONE | I | SCHOLARSHIP/ROWE, COOPER | $1,000 |
| TRUMAN STATE UNIVERSITY FINANCIAL A | |||||||
| MCCLAIN HALL 103 | KIRKSVILLE | MO | 63501 | NONE | I | SCHOLARSHIP/WILLIAMS, CAMDEN | $3,750 |
| UNITED COMMUNITY BUILDERS COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 617 N PROVIDENCE RD | COLUMBIA | MO | 65203 | NONE | PC | UCB (UNITED COMMUNITY BUILDERS) ACADEMY | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,250 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,042 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $625,329 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $625,329 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,300 | Amt |
| Net Investment Income | $8,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,630 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTER-TERM INVEST GR ADM (VFIDX) | $441,800 | $441,800 |
| LONG-TERM INVEST-GR ADM (VWETX) | $358,772 | $358,772 |
| SHORT-TERM INVEST-GR ADM (VFSUX) | $631,190 | $631,190 |
| TOTAL BOND MKT INDEX ADM (VBTLX) | $1,419,637 | $1,419,637 |
| TOTAL INTL BOND IXADMIRAL (VTABX) | $1,181,102 | $1,181,102 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL INTL STOCK IX ADMIRAL (VTIAX) | $4,237,828 | $4,237,828 |
| TOTAL STOCK MKT IDX ADM (VTSAX) | $6,230,196 | $6,230,196 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $60 | $42 | $18 |
| INSURANCE | $2,626 | $1,838 | $788 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $1,649,515 |
| ADJUSTMENT TO GRANTS PAYABLE | $3,750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EMPLOYEE BENEFITS | Desc |
| BOY Book Value | $17,516 | BOYBookValueAmt |
| EOY Book Value | $16,587 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $34,007 | $34,007 | $0 |
| CONTRACT SERVICE FEES | $52,500 | $52,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,495 | $9,495 | $0 |
| FEDERAL EXCISE TAXES | $27,909 | $0 | $0 |
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