R2 B4 BRAMLAGE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- R2 B4 BRAMLAGE FAMILY FOUNDATION (EIN 46-4648024)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-24
- IRS object ID
- 202432989349100248
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- 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 | 2024-10-24T23:15:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883985049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1526 COLUMBINE DR | AddressLine1Txt |
| City | JUNCTION CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 664413325 | 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 | 464648024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R2 B4 BRAMLAGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | R2B4 | BusinessNameControlTxt |
| Phone | 7857622019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1005 | AddressLine1Txt |
| City | JUNCTION CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA BRAMLAGE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7857622901 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY A SCHMIDT | PreparerPersonNm |
| PTIN | P00190667 | PTIN |
| Phone | 7853076415 | PhoneNum |
| Preparation | 2024-10-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,112,135 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,950 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,941 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,941 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $120,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,422 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $120,795 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $47,832 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $47,832 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $47,832 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $26,393 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$237,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,109,698 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $31,705 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,850 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $31,705 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$32,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,045 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $202,273 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,413 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $11,124 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,180 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $27,432 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,473 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $38,316 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,948 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,036 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $5,036 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $939 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $39,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,403 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $16,403 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $307,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,439 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,204 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $499,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,439 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$532,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,606 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $180,834 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,758 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $334,675 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $156,631 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $183,007 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $178,044 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $334,675 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,652,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,064,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,566,840 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $957,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $261,979 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $733,782 | LandBOYAmt |
| Land EOY | $695,467 | LandEOYAmt |
| Land EOYFMV | $957,446 | LandEOYFMVAmt |
| Other Assets BOY | $43,416 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,416 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,416 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,713,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,191,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,112,135 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,268 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,268 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,268 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,709,527 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,187,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,709,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,187,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,713,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,191,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,709,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$532,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,890 | OtherIncreasesAmt |
| Subtotal | $4,187,691 | SubtotalAmt |
| Other Decreases | $412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,187,279 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,093 | SubtotalAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $607 | OverpaymentAmt |
| Applied To ES Tax | $607 | 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 |
| 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 | JCATC.COM | WebsiteAddressTxt |
| Individual With Books | CLINT FRANCIS | IndividualWithBooksNm |
| Phone | 7857622019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1005 | AddressLine1Txt |
| Address Line2 | PO BOX 1005 | AddressLine2Txt |
| City | JUNCTION CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66441 | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| F ROBERT BRAMLAGE | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PATRICIA WERTZBERGER | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | SECRETARY | 2.00 | $0 | $0 | $0 |
| THERESA BRAMLAGE | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | TREASURER | 40.00 | $75,000 | $0 | $0 |
| CLINT FRANCIS | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAYSIE FRANCIS | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| RICHARD BAZAN | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 40.00 | $65,000 | $0 | $0 |
| JENNI BAZAN | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MARK EDWARDS | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| SALLY EDWARDS | ||||||||
| 710 ALLEN DRIVE | JUNCITON CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JERRY LONERGAN | ||||||||
| 710 ALLEN DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,557,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $447,509 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,145,452 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,145,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,083,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,093 | TotalTaxAmt |
| Distributable Before Adj | $202,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,590 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $191,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,071 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $77,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $192,771 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,239 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $363,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,590 | QualifyingDistributionsAmt |
| Applied To Current Year | $191,590 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,481 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,481 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $352,684 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $352,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,534 | ExcessFromYear4Amt |
| Excess From Year3 | $192,771 | ExcessFromYear3Amt |
| Excess From Year2 | $59,239 | ExcessFromYear2Amt |
| Excess From Year1 | $34,140 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARTON COMMUNITY COLLEGE | |||||||
| 245 NE 30 RD | GREAT BEND | KS | 67530 | NONE | PC | SCHOLARSHIPS | $1,500 |
| BETHANY COLLEGE | |||||||
| 335 E SWENSSON ST | LINDSBORG | KS | 67456 | NONE | PC | SCHOLARSHIPS | $1,500 |
| BLUE JAY FOOTBALL CLUB | |||||||
| 1100 BLUE JAY WAY | JUNCTION CITY | KS | 66441 | NONE | PC | SPONSORSHIP | $400 |
| BOY SCOUTS OF AMERICA | |||||||
| 717 POYNTZ AVE | MANHATTAN | KS | 66502 | NONE | PC | FUNDRAISING SPONSORSHIP | $1,610 |
| CL HOOVER OPERA HOUSE | |||||||
| 135 W 7TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | ASTRA PROGRAM | $25,000 |
| CL HOOVER OPERA HOUSE | |||||||
| 135 W 7TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | ARTS ACADEMY | $25,000 |
| CL HOOVER OPERA HOUSE | |||||||
| 135 W 7TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | SPONSORSHIP | $350 |
| CLOUD COUNTY COMMUNITY COLLEGE | |||||||
| 2221 CAMPUS DRIVE | CONCORDIA | KS | 66901 | NONE | PC | SCHOLARSHIPS | $1,500 |
| FREEDOM FEST | |||||||
| PO BOX 792 | JUNCTION CITY | KS | 66441 | NONE | PC | 4TH OF JULY EVENT | $10,000 |
| GEARY COMMUNITY SCHOOLS FOUNDATION | |||||||
| 920 W 6TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | SPONSORSHIP | $1,000 |
| GEARY COUNTY FOOD PANTRY | |||||||
| 138 W 3RD STREET | JUNCTION CITY | KS | 66441 | NONE | PC | PB CLINIC SPONSORSHIP | $500 |
| GREATER GEARY COMMUNITY FOUNDATION | |||||||
| PO BOX 411 | JUNCTION CITY | KS | 66441 | NONE | PC | MATCH DAY | $100,000 |
| GREATER MANHATTAN COMMUNITY FOUNDAT | |||||||
| 555 POYNTZ AVE 269 | MANHATTAN | KS | 66502 | NONE | PC | ARMED FORCES MATCH DAY | $1,000 |
| JC WRESTLING CLUB | |||||||
| 1302 SUMMIT | JUNCTION CITY | KS | 66441 | NONE | PC | YOUTH PROGRAM SPONSORSHIP | $1,000 |
| JUNCTION CITY LITTLE THEATER | |||||||
| 135 W 7TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | SPONSORSHIP | $1,500 |
| JUNCTION CITY MAIN STREET INC | |||||||
| 922 S ADAMS STREET | JUNCTION CITY | KS | 66441 | NONE | PC | REVITALIZING & RENEWING THE DOWNTOWN | $11,500 |
| JUNCTION CITY MAIN STREET INC | |||||||
| 922 S ADAMS STREET | JUNCTION CITY | KS | 66441 | NONE | PC | OCTOBERFEST SPONSORSHIP | $2,500 |
| JUNCTION CITY POLICE DEPARTMENT | |||||||
| 210 E 9TH STREET | JUNCTION CITY | KS | 66441 | NONE | GOV | SPONSORSHIP | $630 |
| JUNCTION CITYGEARY CO CRIME STOPPE | |||||||
| 210 E 9TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | SPONSORSHIP | $350 |
| KANSAS STATE UNIVERSITY | |||||||
| 119 ANDERSON HALL | MANHATTAN | KS | 66506 | NONE | PC | SCHOLARSHIPS | $1,500 |
| NEOSHO COUNTY COMMUNITY COLLEGE | |||||||
| 800 W FOURTEENTH ST | CHANUTE | KS | 66720 | NONE | PC | SCHOLARSHIPS | $1,500 |
| THE NEXT STEP DANCE STUDIO | |||||||
| 135 W 9TH STREET | JUNCTION CITY | KS | 66441 | NONE | PC | YOUTH PROGRAM SPONSORSHIP | $250 |
| UNIVERSITY OF VIRGINIA | |||||||
| 1001 NORTH EMMET STREET | CHARLOTTESVILLE | VA | 22904 | NONE | PC | SCHOLARSHIPS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,590 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TRAINING ACTIVITY CENTER | $14,364 |
| INSURANCE PROCEEDS | $3,936 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,941 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,795 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $26,393 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $261 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | -$238,255 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ALLIANCE RESOURCE PARTNERS | 900099 | $507 |
| ENTERPRISE PRODUCTS PARTNER | 900099 | -$2,754 |
| PLAINS ALL AMERICAN PIPELIN | 900099 | $157 |
| MAGELLAN MIDSTREAM PARTNERS | 900099 | -$355 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,184 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,979 | ExclusionAmt |
| Related Or Exempt Function Incm | -$219,955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$57,160 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHMIDT ACCOUNTING LLC | CategoryTxt |
| Amt | $9,180 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAPTOP & MONITOR | 2016-06-08 | $1,892 | $1,892 | S/L | 3.0000 | |
| OFFICE TABLE, DESK & CHAIR, TABLE & 4 CHAIRS | 2016-09-22 | $8,311 | $7,420 | S/L | 7.0000 | $891 |
| LAND- | 2002-01-01 | $26,460 | ||||
| BUILDING | 2001-12-31 | $20,090 | $11,226 | S/L | 39.0000 | $515 |
| PAVEMENT | 2001-12-31 | $2,450 | $2,450 | 150DB | 15.0000 | |
| REMODEL 710 ALLEN DR | 2003-12-17 | $49,719 | $24,275 | S/L | 39.0000 | $1,275 |
| REMODELING | 2004-04-05 | $13,519 | $6,485 | S/L | 39.0000 | $347 |
| LAND - 904 REYNOLDS ST | 2015-05-20 | $30,000 | ||||
| BUILDING - 904 REYNOLDS - ATHLETIC TRAIN CTR | 2016-07-01 | $579,234 | $96,539 | S/L | 39.0000 | $14,852 |
| ATC FURNITURE | 2016-06-30 | $1,239 | $1,150 | S/L | 7.0000 | $89 |
| OBSTACLE COURSE | 2017-10-15 | $16,339 | $5,719 | S/L | 15.0000 | $1,089 |
| MATHIS REHAB ADDITION | 2017-09-01 | $77,738 | $10,631 | S/L | 39.0000 | $1,993 |
| CABINETS & COUNTERS | 2017-10-31 | $2,076 | $1,532 | S/L | 7.0000 | $297 |
| FENCING - BOXING AREA | 2017-09-26 | $916 | $687 | S/L | 7.0000 | $131 |
| ROOF REPLACEMENT | 2019-05-20 | $15,328 | $3,662 | S/L | 15.0000 | $1,022 |
| BATTING CAGES | 2019-09-23 | $92,553 | $42,971 | S/L | 7.0000 | $13,222 |
| PITCHING MACHINE | 2019-04-24 | $7,900 | $4,138 | S/L | 7.0000 | $1,129 |
| BATTING CAGE UPDATES | 2020-10-05 | $7,856 | $2,525 | S/L | 7.0000 | $1,123 |
| LIGHTING FOR BATTING CAGES | 2021-06-15 | $1,139 | $258 | S/L | 7.0000 | $162 |
| NEW WELL | 2022-06-06 | $2,688 | $105 | S/L | 15.0000 | $179 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| THE TRUST COMPANY | PURCHASE | $29,984 | $29,984 | |
| THE TRUST COMPANY | PURCHASE | $6,356 | $6,356 | |
| THE TRUST COMPANY | PURCHASE | -$34,479 | $34,479 | |
| THE TRUST COMPANY | PURCHASE | -$3,691 | $3,691 | |
| RAYMOND JAMES | PURCHASE | $2,489,323 | -$103,907 | $2,593,230 |
| RAYMOND JAMES | PURCHASE | $412,147 | -$95,322 | $507,469 |
| RAYMOND JAMES | PURCHASE | $314 | $314 | |
| ALLIANCE RESOURCE PARTNERS LP | PURCHASE | $82,170 | -$27,489 | $109,659 |
| ENTERPRISE PRODUCTS PARTNERS LP | PURCHASE | $18,433 | $415 | $18,018 |
| MAGELLAN MIDSTREAM PARTNERS LP | PURCHASE | $52,890 | -$9,473 | $62,363 |
| PLAINS ALL AMERICAN PIPELINE LP | PURCHASE | $17,820 | -$963 | $18,783 |
| LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY | $261 | $261 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $334,675 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $156,631 | AccumulatedDepreciationAmt |
| Book Value | $178,044 | BookValueAmt |
| EOYFMV | $334,675 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES - THE TRUST CO | AT COST | $537,601 | $577,263 |
| MARKETABLE SECURITIES - RJ | AT COST | $2,527,261 | $2,989,577 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 935 E. 4TH STREET & RENOVATIONS | $900,986 | $261,979 | $639,007 | $900,986 |
| $56,460 | $56,460 | $56,460 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL INTEREST - CRAMER | $13,315 | $13,315 | $13,315 |
| OIL INTEREST - SPARKS | $30,101 | $30,101 | $30,101 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED PARTNERSHIP SEC 1231 | Desc |
| Amt | $412 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RENTAL REAL ESTATE | |||
| INVESTMENT DEPRECIATION | $4,963 | $4,963 | $4,963 |
| OIL & GAS INCOME | |||
| OIL & GAS OPERATING EXPENSES | $11,440 | $11,440 | $11,440 |
| EXPENSES | |||
| INSURANCE | $11,386 | ||
| PROGRAM FEES | $6,968 | ||
| OFFICE EXPENSE | $2,363 | ||
| CREDIT CARD PROCESSING FEES | $1,976 | ||
| TRUCK INSURANCE & REPAIRS | $830 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TRAINING ACTIVITY CENTER | $14,364 | $14,364 | |
| INSURANCE PROCEEDS | $3,936 | $3,936 | |
| ALLIANCE RES PARTNERS SEC 751 | $9,278 | $9,278 | $9,278 |
| ENTERPRISE PROD PARTN SEC 751 | $1,111 | $1,111 | $1,111 |
| MAGELLAN MIDSTREAM SEC 751 | $4,644 | $4,644 | $4,644 |
| PLAINS ALL AMERICAN SEC 751 | $817 | $817 | $817 |
| ALLIANCE RESOURCE PARTNERS LP | $507 | $507 | |
| ENTERPRISE PRODUCTS PARTNERS | -$2,754 | -$2,754 | |
| PLAINS ALL AMERICAN PIPELINE | $157 | $157 | |
| MAGELLAN MIDSTREAM PARTNERS L | -$355 | -$355 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PUBLICLY TRADED PARTNERSHIP (PTP) ACTIVITY | $2,472 |
| PTP BASIS ADJUSTMENT | $8,418 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $27,432 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PLAINS ALL AMERICAN FOREIGN TAX | $47 |
| FOREIGN TAX | $1,402 |
| REAL ESTATE TAXES | $4,571 |
| VEHICLE REGISTRATION | $256 |
| SALES TAX | $1,189 |
| EXCISE TAX | |
| 2023 ESTIMATED TAX | $1,008 |