GOLDBERG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG FAMILY FOUNDATION (EIN 43-6884613)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349101297
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:34:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341874260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST 47TH STREET SUITE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436884613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 9133859997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO LYNN G INTRATER 10412 METCALF | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN G INTRATER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9133859997 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | INTRATER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH LEIBSON | PreparerPersonNm |
| PTIN | P00106160 | PTIN |
| Phone | 8169455500 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,182,423 | 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 | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $842,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,077 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $219,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,259 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,490 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,312 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $434 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $434 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $330 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,886 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,886 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,450 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,418 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $57 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,001,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $880,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,050,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $678,650 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $828,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $934,587 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $93,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,658 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,882,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,894,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,182,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,882,533 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,894,892 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,882,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,882,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,894,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,882,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $1,894,892 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,892 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| OPPENHEIMER 57747 | 2023-01-01 | 2023-12-31 | $2,224 | $2,279 | -$55 | -$55 | |
| OPPENHEIMER 57747 | 2022-12-31 | 2023-12-31 | $17,557 | $18,630 | -$1,073 | -$1,073 | |
| CHARLES SCHWAB 3020 | 2023-01-01 | 2023-12-31 | $425,000 | $425,074 | -$74 | -$74 | |
| CHARLES SCHWAB 3020 | 2023-01-01 | 2023-12-31 | $37 | $41 | -$4 | -$4 | |
| CHARLES SCHWAB 3020 | 2022-12-31 | 2023-12-31 | $353,443 | $265,779 | $87,664 | $87,664 | |
| CHARLES SCHWAB 3020 | 2022-12-31 | 2023-12-31 | $42,182 | $6,710 | $35,472 | $35,472 | |
| TEVA PHARMACEUTICAL INDUSTRIES CLASS ACTION SETTLMENT | 2022-12-31 | 2023-12-31 | $387 | $387 | $387 | ||
| CAPITAL GAINS DIVIDENDS | $1,760 | $1,760 | $1,760 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,077 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | 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 | $2,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $365 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN G INTRATER | IndividualWithBooksNm |
| Phone | 9133859996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10406 METCALF | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN G INTRATER | ||||||||
| 4805 W 112TH TERR | LEAWOOD | KS | 66211 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GERALDINE D GOLDBERG | ||||||||
| 4901 W 133RD ST 303 | LEAWOOD | KS | 66209 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| JOHN M GOLDBERG | ||||||||
| 12409 HIGH DRIVE | LEAWOOD | KS | 66202 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| ROBERT A GOLDBERG | ||||||||
| 3839 MCKINNEY AVE STE 155-211 | DALLAS | TX | 75204 | ADVISORY COMMITTEE MEMBER | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,920,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,058,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,058,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,012,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,725 | TotalTaxAmt |
| Distributable Before Adj | $147,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $183,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,782 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,673 | 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 | $18,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,699 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,258 | ExcessFromYear4Amt |
| Excess From Year3 | $8,909 | ExcessFromYear3Amt |
| Excess From Year2 | $15,485 | ExcessFromYear2Amt |
| Excess From Year1 | $48,265 | ExcessFromYear1Amt |
| Excess From Current Year | $35,782 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF TEXAS | ||||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| AMERICAN CIVIL LIBERTIES | ||||||||
| 002 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 2 36TH ST 11 | NEW YORK | NY | 10018 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | |
| AMERICANS UNITED FOR LIFE | ||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | 500 |
| ANSCHE CHESED | ||||||||
| 251 W 100TH ST | NEW YORK | NY | 10025 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,410 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $2,500 | |
| CONGREGATION BETH SHALOM | ||||||||
| 14200 LAMAR AVE | OVERLAND PARK | KS | 66223 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $24,667 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| ESPANOLA HUMANE | ||||||||
| 108 HAMM PKWY | ESPANOLA | NM | 87532 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,250 | |
| HERZL CAMP | ||||||||
| 4330 CEDAR LAKE RD | ST LOUIS PARK | MN | 55416 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| HYMAN BRAND HEBREW ACADEMY | ||||||||
| 5801 W 115TH ST 201 | OVERLAND PARK | KS | 66211 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $30,000 | |
| ISRAEL CANCER RESEARCH FUND | ||||||||
| 52 VANDERBILT AVE SUITE 1510 | NEW YORK | NY | 100173834 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,800 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 5801 W 115TH ST 201 | OVERLAND PARK | KS | 66211 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $2,500 | |
| JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST 104 | OVERLAND PARK | KS | 66211 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $10,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $2,500 | |
| JEWISH FEDERATION OF GREATER DALLAS | ||||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST 201 | OVERLAND PARK | KS | 66211 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $61,452 | |
| JEWISH VOCATIONAL SERVICE | ||||||||
| 4600 THE PASEO | KANSAS CITY | MO | 64110 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| KANSAS CITY HOSPICE & PALLIATIVE CARE | ||||||||
| 1500 MEADOW LAKE PKWY 200 | KANSAS CITY | MO | 64114 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $2,500 | |
| KERA 13 | ||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $2,000 | |
| LAMBDA LEGAL | ||||||||
| 3500 OAK LAWN AVE 500 | DALLAS | TX | 75219 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $3,500 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 5121 STATE LINE RD | KANSAS CITY | MO | 64112 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| SPCA OF TEXAS | ||||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,250 | |
| SYNERGY SERVICES | ||||||||
| 400 E 6TH ST | PARKVILLE | MO | 64152 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | |
| THE NATURE CONSERVANCY | ||||||||
| 24201 NW BUTTON RD | TOPEKA | KS | 66618 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| VILLAGE SHALOM | ||||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $2,500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,500 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $6,057 | |
| ST JUDES CHILDREN'S RESEARCH | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE - GENERAL FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,886 | 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 | $61 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,121 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,077 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,294 | 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 | CBIZ - ACCOUNTING FEES | CategoryTxt |
| Amt | $14,980 | Amt |
| Net Investment Income | $7,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - SCHWAB ACCT - AVAILABLE UPON REQUEST | BondNm |
| EOY Book Value | $828,609 | EOYBookValueAmt |
| EOYFMV | $934,587 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS - SCHWAB ACCT - AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $880,925 | EOYBookValueAmt |
| EOYFMV | $2,050,760 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - OPPENHEIMER ACCT - AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $94,940 | BookValueAmt |
| EOYFMV | $106,658 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS | Desc |
| Revenue And Expenses Per Books | $330 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $330 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR PRIOR YEAR | Desc |
| Amt | $7 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB INV MGMT FEES | $14,305 | $14,305 | $0 |
| OPPENHEIMER INV MGMT FEES | $1,007 | $1,007 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $25 | $25 | $0 |
| FOREIGN TAX | $409 | $409 | $0 |