SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 65-6406193)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202423059349101852
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T04:41:53-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431794646 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 GRAND BOULEVARD SUITE 1040 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | 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 | 656406193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHUMAKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | BusinessNameControlTxt |
| Phone | 9134321772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 MISSION ROAD STE 144 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN SHUMAKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9134321772 | PhoneNum |
| Signature | 2024-10-31 | 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 | BRIAN D WELCH | PreparerPersonNm |
| PTIN | P00177410 | PTIN |
| Phone | 8167562620 | PhoneNum |
| Preparation | 2024-10-25 | PreparationDt |
| 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 | $18,340,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $378,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $380,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,463,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $380,026 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $758,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $758,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,902 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,976 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,927 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,847 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $712 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,135 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $710 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,130 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,576 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $213 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $26 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $26 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,815 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,445 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,039 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,039 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,700 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,700 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,029,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,029,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,274,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,175,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$515,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $669,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,073,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,967,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,967,906 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $459,604 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $216,933 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $212,175 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,808,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,417,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,117,094 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $193,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,059,007 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,029,896 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,811 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $8,599 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $697 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,212 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,212 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $650,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,002,702 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,090 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,205,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,672,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,340,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,205,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,672,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,205,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,672,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,205,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,672,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,205,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$515,651 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,690,026 | SubtotalAmt |
| Other Decreases | $18,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,672,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,152,548 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,083,726 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,822 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,822 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $380,026 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,305 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,305 | SubtotalAmt |
| Tax Based On Investment Income | $9,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,430 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,430 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $18,430 | OriginalReturnTaxPaidAmt |
| Overpayment | $9,125 | OverpaymentAmt |
| Applied To ES Tax | $9,125 | 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 |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SHUMAKERFAMIYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LAURA SLOAN | IndividualWithBooksNm |
| Phone | 9134321772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 MISSION ROAD SUITE 144 | AddressLine1Txt |
| City | PARIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| DIANNE C SHUMAKER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | EX-OFFICIO | 002.00 | $0 | |
| MEGAN SHUMAKER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | BOARD CHAIR | 004.00 | $5,000 | |
| ERIC SHUMAKER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| BONNY WHEELER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| DAN CRANSHAW | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| TRACEY LEWIS | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| LAURA SLOAN | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | EXECUTIVE DIRECTOR | 036.00 | $94,902 | $2,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPP ROTHWELL INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7300 COLLEGE BLVD SUITE 150 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $55,576 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,549,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,724,020 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,724,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,458,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,305 | TotalTaxAmt |
| Distributable Before Adj | $863,603 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $863,603 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $863,603 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,175,760 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,175,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $863,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,031 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,175,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,031 | AppliedToYear1Amt |
| Applied To Current Year | $863,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,126 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,126 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $83,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $83,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA SLOAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 MISSION ROAD SUITE 144 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9134321772 | RecipientPhoneNum |
| Recipient Email Address | LAURASHUMAKERFAMILY.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION FORM AND INFORMATION REQUIRED IS PROVIDED ON THE WEBSITE WWW.SHUMAKERFAMILYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFTER THE HARVEST | ||||||
| 6320 BROOKSIDE PLAZA SUITE 504 | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $15,000 |
| BRIDGING THE GAP | ||||||
| 1427 WEST 9TH STREET | KANSAS CITY | MO | 64101 | PC | OPERATING GRANT | $38,000 |
| CLEAN AIR NOW | ||||||
| 115 SE GREEN STREET | LEES SUMMIT | MO | 64063 | PC | OPERATING GRANT | $20,000 |
| MID-AMERICA REGIONAL COUNCIL | ||||||
| 600 BROADWAY BLVD SUITE 200 | KANSAS CITY | MO | 64105 | PC | PROGRAM GRANT | $15,000 |
| GREEN WORKS KC | ||||||
| 4750 TROOST AVENUE | KANSAS CITY | MO | 64110 | PC | OPERATING GRANT | $15,000 |
| GROUNDWORK NORTHEAST REVITALIZATION GROUP | ||||||
| PO BOX 172403 | KANSAS CITY | KS | 66117 | PC | OPERATING GRANT | $10,000 |
| HEART OF THE CITY NEIGHBORHOOD ASSOCIATION | ||||||
| PO BOX 300582 | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $10,000 |
| KANBE'S MARKET | ||||||
| 3119 TERRACE STREET | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $15,000 |
| KC CAN COMPOST | ||||||
| 3119 TERRACE STREET | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $20,000 |
| KC PET PROJECT | ||||||
| 4400 RAYTOWN ROAD | KANSAS CITY | MO | 64129 | PC | OPERATING GRANT | $25,000 |
| MARLBOROUGH COMMUNITY COALITION | ||||||
| 1809 EAST 80TH STREET | KANSAS CITY | MO | 64132 | PC | OPERATING GRANT | $10,000 |
| MISSOURI COALITION FOR THE ENVIRONMENT | ||||||
| 3115 SOUTH GRAND BLVD SUITE 350 | KANSAS CITY | MO | 63118 | PC | OPERATING GRANT | $37,000 |
| MO HIVES | ||||||
| 2825 SW MUIR DRIVE | LEES SUMMIT | MO | 64081 | PC | OPERATING GRANT | $10,000 |
| MY REGION WINS | ||||||
| 7324 NORTON AVENUE | KANSAS CITY | MO | 64132 | PC | OPERATING GRANT | $10,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10019 | PC | PROGRAM GRANT | $15,000 |
| RENEW MISSOURI | ||||||
| 915 EAST ASH STREET | COLUMBIA | MO | 65202 | PC | OPERATING GRANT | $20,000 |
| A-FLAT MUSIC STUDIO | ||||||
| 609 SW MURRAY ROAD | LEES SUMMIT | MO | 64081 | PC | OPERATING GRANT | $10,000 |
| BASE ACADEMY OF MUSIC | ||||||
| 31 WEST 31ST STREET | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $14,000 |
| BE GREAT TOGETHER KC | ||||||
| 4741 CENTRAL STREET SUITE 141 | KANSAS CITY | MO | 64112 | PC | OPERATING GRANT | $25,000 |
| CREATIVE EMAJINATIONS | ||||||
| PO BOX 16072 | KANSAS CITY | MO | 64112 | PC | OPERATING GRANT | $10,000 |
| EARLY STARTUICS | ||||||
| 2008 EAST 12TH STREET | KANSAS CITY | MO | 64127 | PC | OPERATING GRANT | $25,000 |
| ENTITLED LEARNING | ||||||
| 6708 EAST 73RD TERRACE | KANSAS CITY | MO | 64133 | PC | OPERATING GRANT | $25,000 |
| ESSENTIAL FAMILIES | ||||||
| 2409 PROSPECT AVENUE SUITE 413 | KANSAS CITY | MO | 64127 | PC | OPERATING GRANT | $20,000 |
| LEARN TECHQUITYWECODE KC | ||||||
| 5008 PROSPECT AVENUE SUITE 111 | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $30,000 |
| LYRIK'S INSTITUTION | ||||||
| 7201 EAST 67TH STREET | KANSAS CITY | MO | 64133 | PC | OPERATING GRANT | $25,000 |
| MCC FOUNDATION | ||||||
| 3200 BROADWAY BLVD | KANSAS CITY | MO | 64111 | PC | PROGRAM GRANT | $20,000 |
| MISSION VISION PROJECT | ||||||
| PO BOX 32134 | KANSAS CITY | MO | 64171 | PC | OPERATING GRANT | $25,000 |
| PROVIDENCE SCHOOL OF ARTS | ||||||
| 5809 MICHIGAN AVENUE | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $10,000 |
| TEACHERS LIKE ME | ||||||
| 4128 TRACY AVENUE | KANSAS CITY | MO | 64110 | PC | OPERATING GRANT | $20,000 |
| THE UPPER ROOM | ||||||
| 300 EAST 39TH STREET SUITE 4A | KANSAS CITY | MO | 64111 | PC | PROGRAM GRANT | $25,000 |
| URBAN SCHOLASTIC CENTER | ||||||
| 2900 MINNESOTA AVENUE | KANSAS CITY | KS | 66102 | PC | OPERATING GRANT | $20,000 |
| FRIENDS OF YATES | ||||||
| 1418 GARFIELD AVENUE | KANSAS CITY | KS | 66104 | PC | OPERATING GRANT | $25,000 |
| FRONT PORCH ALLIANCE | ||||||
| 3210 MICHIGAN AVENUE | KANSAS CITY | MO | 64109 | PC | PROGRAM GRANT | $25,000 |
| GENERATING INCOME FOR TOMORROW | ||||||
| 5008 PROSPECT AVENUE | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $17,500 |
| GREENLINE FOUNDATION | ||||||
| 3230 BENTON BOULEVARD | KANSAS CITY | MO | 64128 | PC | OPERATING GRANT | $17,500 |
| HIGH ASPIRATIONS | ||||||
| 6320 BROOKSIDE PLAZA SUITE 263 | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $20,000 |
| THE HOPE CENTER | ||||||
| 2800 EAST LINWOOD BLVD | KANSAS CITY | MO | 64128 | PC | OPERATING GRANT | $15,000 |
| JUSTICE FOR WYANDOTTE | ||||||
| 6610 BERRY ROAD | KANSAS CITY | KS | 66106 | PC | OPERATING GRANT | $10,000 |
| KC FOR REFUGEES | ||||||
| 11111 APPLE DRIVE | KANSAS CITY | MO | 64134 | PC | OPERATING GRANT | $25,000 |
| MISSOURI WORKERS CENTER | ||||||
| 5252 NOTTINGHAM AVENUE | SAINT LOUIS | MO | 63109 | PC | OPERATING GRANT | $30,000 |
| PROSPECT BUSINESS ASSOCIATION | ||||||
| 2420 EAST LINWOOD BLVD SUITE 201 | KANSAS CITY | MO | 64109 | PC | OPERATING GRANT | $26,000 |
| STRATEGIC WORKFORCE DEVELOPMENT | ||||||
| 111 WEST 10TH STREET | KANSAS CITY | MO | 64105 | PC | OPERATING GRANT | $30,000 |
| URBAN LEAGUE OF KANSAS CITY | ||||||
| 1710 PASEO BLVD | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $15,000 |
| URBNHUB | ||||||
| 2300 MAIN STREET SUITE 180 | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $30,175 |
| WONDERSCOPE | ||||||
| 433 EAST RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | PC | PROGRAM GRANT | $6,000 |
| BOYS AND GIRLS CLUB LAWRENCE | ||||||
| 1520 HASKELL AVENUE | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $4,000 |
| FRIENDS OF THE KAW | ||||||
| PO BOX 1612 | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $4,000 |
| BERT NASH MENTAL HEALTH CENTER | ||||||
| 200 MAINE STREET SUITE A | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $4,000 |
| DOUGLAS COUNTY CASA | ||||||
| 725 NORTH 2ND STREET | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $4,000 |
| JUST FOOD | ||||||
| 1000 EAST 11TH STREET | LAWRENCE | KS | 66046 | PC | OPERATING GRANT | $4,000 |
| LAWRENCE COMMUNITY CENTER | ||||||
| 3655 EAST 25TH STREET | LAWRENCE | KS | 66046 | PC | OPERATING GRANT | $7,825 |
| VAN GO | ||||||
| 715 NEW JERSEY STREET | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $4,000 |
| FRIENDS OF THE FREE CLINIC | ||||||
| 904 SOUTH 10TH STREET | SAINT JOSEPH | MO | 64503 | PC | OPERATING GRANT | $1,500 |
| VOICES OF COURAGE CHILD ADVOCACY CENTER | ||||||
| 1807 NORTH WOODBINE ROAD | SAINT JOSEPH | MO | 64506 | PC | OPERATING GRANT | $1,500 |
| ARTISTS HELPING THE HOMELESS | ||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $1,500 |
| FRIENDS OF THE ANIMAL CLINIC OF ST JOSEPH | ||||||
| 701 SW LOWER LAKE ROAD | SAINT JOSEPH | MO | 64504 | PC | OPERATING GRANT | $1,500 |
| CARE BEYOND THE BOULEVARD | ||||||
| PO BOX 171260 | KANSAS CITY | KS | 66101 | PC | OPERATING GRANT | $1,500 |
| NOYES HOME FOR CHILDREN | ||||||
| 801 NOYES BLVD | SAINT JOSEPH | MO | 64506 | PC | OPERATING GRANT | $1,000 |
| 5TH CIRCUIT CASA OF MISSOURI | ||||||
| 411 JULES B-3 | SAINT JOSEPH | MO | 64501 | PC | OPERATING GRANT | $500 |
| AMERICAN JAZZ MUSEUM | ||||||
| 1616 EAST 18TH STREET | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $5,533 |
| URBAN NEIGHBORHOOD INITIATIVE | ||||||
| 2300 MAIN STREET SUITE 180 | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $5,533 |
| CORNERSTONES OF CARE | ||||||
| 8150 WORNALL ROAD | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $5,534 |
| THE KC DEFENDER | ||||||
| 17514 VENTURA BLVD SUITE 103 | ENCINO | CA | 91316 | PC | OPERATING GRANT | $1,000 |
| START AT ZERO | ||||||
| 5506 TROOST AVENUE | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $1,000 |
| IVANHOE NEIGHBORHOOD COUNCIL | ||||||
| 3700 WOODLAND AVENUE | KANSAS CITY | MO | 64109 | PC | OPERATING GRANT | $1,000 |
| CENTER FOR CONFLICT RESOLUTION | ||||||
| 300 EAST 39TH STREET SUITE 2B | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $1,000 |
| CARING FOR KIDS NETWORK | ||||||
| 9500 WORNALL ROAD | KANSAS CITY | MO | 64114 | PC | OPERATING GRANT | $1,000 |
| KANSAS CITY TENANTS | ||||||
| 2725 CLIFTON AVENUE | SAINT LOUIS | MO | 63139 | PC | OPERATING GRANT | $1,000 |
| TOIGO FOUNDATION | ||||||
| 555 12ST STREET SUITE 275 | OAKLAND | CA | 94612 | PC | OPERATING GRANT | $3,000 |
| UNIVERSITY HEALTH FOUNDATION | ||||||
| 2310 HOLMES STREET SUITE 735 | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $8,200 |
| AMALGAMATED CHARITABLE FOUNDATION | ||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | OPERATING GRANT | $2,000 |
| NORTHEAST COMMUNITY CENTER | ||||||
| 544 WABASH | KANSAS CITY | MO | 64124 | PC | OPERATING GRANT | $1,000 |
| COMMUNITY CAPITAL FUND | ||||||
| 3200 WAYNE AVENUE | KANSAS CITY | MO | 64109 | PC | OPERATING GRANT | $2,500 |
| UNITED WAY OF ST JOSEPH | ||||||
| 118 SOUTH 5TH STREET | SAINT JOSEPH | MO | 64501 | PC | OPERATING GRANT | $1,500 |
| SAINT JOSEPH YOUTH ALLIANCE | ||||||
| 5223 MITCHELL AVENUE | SAINT JOSEPH | MO | 64507 | PC | OPERATING GRANT | $600 |
| ALLIED ARTS COUNCIL | ||||||
| 118 SOUTH 8TH STREET | SAINT JOSEPH | MO | 64501 | PC | OPERATING GRANT | $1,000 |
| YWCA | ||||||
| 304 NORTH 8TH STREET | SAINT JOSEPH | MO | 64501 | PC | OPERATING GRANT | $1,000 |
| ART AS MENTORSHIP | ||||||
| 300 GLADSTONE BLDV SUITE 102 | KANSAS CITY | MO | 64124 | PC | OPERATING GRANT | $1,000 |
| BETA LAMDA EDUCATIONAL INSTITUTE | ||||||
| 10010 EAST 87TH STREET | RAYTOWN | MO | 64138 | PC | OPERATING GRANT | $1,700 |
| EXCELERATE TRACK CLUB | ||||||
| 7301 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | PC | OPERATING GRANT | $1,700 |
| SAINT THERESA'S ACADEMY | ||||||
| 5600 MAIN STREET | KANSAS CITY | MO | 64113 | PC | PROGRAM GRANT | $1,000 |
| UPSTREAM | ||||||
| PO BOX 1352 | DAMARISCOTTA | ME | 04543 | PC | OPERATING GRANT | $8,500 |
| UMKC FOUNDATION | ||||||
| 4949 CHERRY STREET | KANSAS CITY | MO | 64110 | PC | PROGRAM GRANT | $5,000 |
| ACLU OF KANSAS | ||||||
| 6701 WEST 64TH STREET SUITE 210 | Overland Park | KS | 66202 | PC | OPERATING GRANT | $5,000 |
| CALVARY COMMUNITY OUTREACH NETWORK | ||||||
| 3002 HOLMES STREET | KANSAS CITY | MO | 64109 | PC | OPERATING GRANT | $5,000 |
| NEWHOUSE | ||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | PC | OPERATING GRANT | $4,000 |
| CHAIN OF HOPE | ||||||
| PO BOX 16926 | KANSAS CITY | MO | 64133 | PC | OPERATING GRANT | $5,100 |
| FARM SCHOOL AT GIBBS ROAD | ||||||
| 4223 GIBBS ROAD | KANSAS CITY | KS | 66106 | PC | OPERATING GRANT | $20,000 |
| MIND DRIVE | ||||||
| 2615 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $4,000 |
| ACADEMIE LAFAYETTE | ||||||
| 6903 OAK STREET | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $1,000 |
| FRONTIER SCHOOLS | ||||||
| 6800 CORPORATE DRIVE | KANSAS CITY | MO | 64120 | PC | OPERATING GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,029,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $380,026 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $758,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $758,728 | 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) |
|---|---|---|
| Amt | $2,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,059,007 | EOYBookValueAmt |
| EOYFMV | $2,029,896 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $10,417,181 | EOYBookValueAmt |
| EOYFMV | $13,117,094 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $145,889 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $144,094 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $71,044 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $68,081 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $9,811 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,599 | AccumulatedDepreciationAmt |
| Book Value | $1,212 | BookValueAmt |
| EOYFMV | $1,212 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,000,000 | BookValueAmt |
| EOYFMV | $1,002,702 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,840 | LegalFeesAmt |
| Net Investment Income | $710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,130 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $660 | $660 | $660 |
| PREPAID TAXES | $18,430 | $9,125 | $9,125 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 investments per tax return 18,000 Part IVb greater than books therefore tax return equity | $18,000 |
| overstated by 18,000 Part IVb Line 29 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $1,639 | $1,639 |
| INSURANCE | $510 | $510 |
| MEMBERSHIP DUES | $2,425 | $2,425 |
| COMPUTER SERVICES | $689 | $689 |
| PAYROLL EXPENSES | $1,600 | $1,600 |
| MISCELLANEOUS | $408 | $408 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR | $55,576 | $55,576 | |
| OTHER | $213 | $213 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,260 | $1,815 | $5,445 |
| 2023 EXCISE TAX | $9,305 |