ASH GROVE CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASH GROVE CHARITABLE FOUNDATION (EIN 43-1765963)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349101619
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:57:43-06:00 | 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 ADVISORS 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 | 431765963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH GROVE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHG | BusinessNameControlTxt |
| Phone | 9134518900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25900 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M MEADS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9134518900 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA BURKE | PreparerPersonNm |
| PTIN | P00220718 | PTIN |
| Phone | 8169455500 | PhoneNum |
| Preparation | 2024-11-06 | 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 | $15,658,461 | 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 |
| Dividends Rev And Expnss | $347,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $347,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $434,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,521,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $434,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $781,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $781,433 | 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 |
| Other Prof Fees Rev And Expnss | $152,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,985 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,023 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $895,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $748,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $635,637 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $584,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $504,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $504,496 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,966,351 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,061,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,727,385 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,989,387 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,911,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,582,567 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,813,022 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,762,022 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,808,029 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,984 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,353,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,239,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,658,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,297,306 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,297,306 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,055,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $942,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,353,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,239,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,353,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,239,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,353,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,239,496 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,239,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,521,730 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,087,426 | CostOrOtherBasisAmt |
| Gain Or Loss | $434,304 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $434,304 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $434,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,196 | 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 | $15,196 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,361 | OverpaymentAmt |
| Applied To ES Tax | $6,361 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PRESIDENT | IndividualWithBooksNm |
| Phone | 9134518900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11011 CODY ST | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| M MEADS | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | PRESIDENT/SECRETARY | 16.00 | $0 | $0 | $0 |
| D MEYER | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | TREASURER | 0.52 | $0 | $0 | $0 |
| B BLANKENSHIP | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | TRUSTEE | 0.31 | $0 | $0 | $0 |
| J MELLOR | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | TRUSTEE (TERM START 12/2023) | 0.31 | $0 | $0 | $0 |
| P PIUCCO | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | TRUSTEE | 0.31 | $0 | $0 | $0 |
| M WOOD | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | TRUSTEE | 0.31 | $0 | $0 | $0 |
| B RHEES | ||||||||
| PO BOX 25900 | OVERLAND PARK | KS | 66225 | TRUSTEE (TERM END 11/30/2023) | 0.31 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 COLLEGE BLVD | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $139,773 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,485,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $658,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,143,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,143,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $227,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,916,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $745,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $745,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,835 | TotalTaxAmt |
| Distributable Before Adj | $737,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $737,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $737,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $748,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $748,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $737,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $729,160 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $748,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $729,160 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $717,862 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M MEADS PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25900 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9134518900 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOME GEOGRAPHICAL RESTRICTIONS APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFTER THE HARVEST | ||||||
| UNKNOWN | KANSAS CITY | MO | 64113 | PC | HUMAN SERVICES | $2,500 |
| AMERICAN CANCER SOCIETY | ||||||
| UNKNOWN | KANSAS CITY | MO | 64105 | PC | HEALTH SERVICES | $3,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| UNKNOWN | OVERLAND PARK | KS | 66212 | PC | HEALTH SERVICES | $2,500 |
| AMYOTROPHIC LATERAL SCLEROSIS | ||||||
| UNKNOWN | MISSION | KS | 66202 | PC | HEALTH SERVICES | $2,500 |
| BEACON HILL PREPARATORY INSTITUTE | ||||||
| UNKNOWN | DALLAS | TX | 75215 | PC | EDUCATION | $1,000 |
| BIG BROTHERS BIG SISTERS OF GREATER KANSAS CITY | ||||||
| UNKNOWN | KANSAS CITY | MO | 64108 | PC | HUMAN SERVICES | $1,000 |
| BIRTHDAY DREAMS | ||||||
| UNKNOWN | RENTON | WA | 98056 | PC | HUMAN SERVICES | $1,000 |
| BLUE VALLEY EDUCATIONAL FOUNDATION | ||||||
| UNKNOWN | OVERLAND PARK | KS | 66223 | PC | EDUCATION | $4,500 |
| BOISE VALLEY HABITAT FOR HUMANITY | ||||||
| UNKNOWN | BOISE | ID | 83704 | PC | HUMAN SERVICES | $5,000 |
| BOY SCOUTS OF AMERICA | ||||||
| UNKNOWN | KANSAS CITY | MO | 64131 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $10,000 |
| BOYS & GIRLS CLUBS | ||||||
| UNKNOWN | ATLANTA | GA | 30309 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| BOYS & GIRLS CLUBS OF ADA COUNTY | ||||||
| UNKNOWN | GARDEN CITY | ID | 83714 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $10,000 |
| BOYS & GIRLS CLUBS OF POLK COUNTY | ||||||
| UNKNOWN | LAKELAND | FL | 33802 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| BOYS & GIRLS CLUBS OF RICHLAND | ||||||
| UNKNOWN | SIDNEY | MT | 59270 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| BOYS & GIRLS CLUBS OF THE DIAMOND HILLS | ||||||
| UNKNOWN | ALMA | AR | 72921 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $1,000 |
| BRADLEY ANGLE | ||||||
| UNKNOWN | PORTLAND | OR | 97217 | PC | HUMAN SERVICES | $5,000 |
| BROADCAST BAKER | ||||||
| UNKNOWN | BAKER CITY | OR | 97814 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| CAMP FIRE SUNSHINE | ||||||
| UNKNOWN | LAKELAND | FL | 33803 | PC | HUMAN SERVICES | $1,000 |
| CASINO STAR THEATRE FOUNDATION | ||||||
| UNKNOWN | GUNNISON | UT | 84634 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $15,000 |
| CATALYST PARTNERSHIPS | ||||||
| UNKNOWN | BEAVERTON | OR | 97075 | PC | HUMAN SERVICES | $2,000 |
| CENTER FOR DEVELOPMENTALLY DISABLED | ||||||
| UNKNOWN | KANSAS CITY | MO | 64133 | PC | HUMAN SERVICES | $5,000 |
| CHILDREN'S MUSEUM OF IDAHO | ||||||
| UNKNOWN | MERIDIAN | ID | 83642 | PC | EDUCATION | $10,000 |
| CHRYSALIS TO WINGS | ||||||
| UNKNOWN | WAXAHACHIE | TX | 75168 | PC | HUMAN SERVICES | $5,000 |
| CITY UNION MISSION | ||||||
| UNKNOWN | KANSAS CITY | MO | 64106 | PC | HUMAN SERVICES | $5,000 |
| CLANCY OLD RED SCHOOL FOUNDATION | ||||||
| UNKNOWN | CLANCY | MT | 59634 | PC | EDUCATION | $5,000 |
| CLEVELAND COUNTY HABITAT FOR HUMANITY | ||||||
| UNKNOWN | SHELBY | NC | 28150 | PC | HUMAN SERVICES | $5,000 |
| CLEVELAND UNIVERSITY - KANSAS CITY | ||||||
| UNKNOWN | OVERLAND PARK | KS | 66210 | PC | EDUCATION | $5,000 |
| COLUMBUS AREA CHILDREN'S MUSEUM | ||||||
| UNKNOWN | COLUMBUS | NE | 68601 | PC | EDUCATION | $10,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | ||||||
| UNKNOWN | TULSA | OK | 74106 | PC | HUMAN SERVICES | $1,000 |
| COMMUNITY GREEN FARMS | ||||||
| UNKNOWN | PITTSBURG | KS | 66762 | PC | EDUCATION | $10,000 |
| COMMUNITY HEALTH COUNCIL | ||||||
| UNKNOWN | KANSAS CITY | KS | 66101 | PC | HEALTH SERVICES | $10,000 |
| COMMUNITY LINC HOUSING | ||||||
| UNKNOWN | KANSAS CITY | MO | 64110 | PC | HUMAN SERVICES | $10,000 |
| CRISTO REY ORLANDO HIGH SCHOOL | ||||||
| UNKNOWN | ORLANDO | FL | 32809 | PC | EDUCATION | $5,000 |
| CROSSROADS CREATIVE AND PERFORMING ARTS CENTER | ||||||
| UNKNOWN | BAKER CITY | OR | 97814 | PC | ARTS AND CULTURE | $10,000 |
| DISCOVER CENTER OF IDAHO | ||||||
| UNKNOWN | BOISE | ID | 83702 | PC | EDUCATION | $10,000 |
| DUCKS UNLIMITED - SPOKANE VALLEY | ||||||
| UNKNOWN | SPOKANE | WA | 99205 | PC | CONSERVATION AND PRESERVATION | $2,500 |
| EAGLE MOUNT BOZEMAN | ||||||
| UNKNOWN | BOZEMAN | MT | 59715 | PC | HUMAN SERVICES | $4,000 |
| EASTERN OREGON MUSEUM | ||||||
| UNKNOWN | HAINES | OR | 97833 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $2,500 |
| EDMONDS CENTER FOR THE ARTS | ||||||
| UNKNOWN | EDMONDS | WA | 98020 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| ELEVATE METRO KC | ||||||
| UNKNOWN | OVERLAND PARK | KS | 66204 | PC | HUMAN SERVICES | $3,000 |
| ELKHORN VALLEY MUSEUM | ||||||
| UNKNOWN | NORFOLK | NE | 68701 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $2,500 |
| FAMILIES FIRST LEARNING LAB | ||||||
| UNKNOWN | MISSOULA | MT | 59802 | PC | EDUCATION | $1,000 |
| FAMILY PROMISE OF SPOKANE | ||||||
| UNKNOWN | SPOKANE | WA | 99202 | PC | HUMAN SERVICES | $5,000 |
| FORGE YOUTH MENTORING | ||||||
| UNKNOWN | RICHLAND | WA | 99532 | PC | HUMAN SERVICES | $1,000 |
| FREEDOM FIRE MINISTRIES | ||||||
| UNKNOWN | KANSAS CITY | MO | 64127 | PC | HUMAN SERVICES | $20,000 |
| FRIENDS OF SANTAQUIN | ||||||
| UNKNOWN | SANTAQUIN | UT | 84655 | PC | EDUCATION | $25,000 |
| FRIENDS OF THE GLENDIVE PUBLIC LIBRARY | ||||||
| UNKNOWN | GLENDIVE | MT | 59330 | PC | EDUCATION | $2,500 |
| GIRL SCOUTS - DIAMONDS OF ARKANSAS OKLAHOMA AND TEXAS | ||||||
| UNKNOWN | LITTLE ROCK | AR | 72212 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $7,000 |
| GIRLS INC OF THE PACIFIC NORTHWEST | ||||||
| UNKNOWN | PORTLAND | OR | 97239 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $3,000 |
| GIRLS ON THE RUN GREATER OREGON | ||||||
| UNKNOWN | PORTLAND | OR | 97210 | PC | HUMAN SERVICES | $1,000 |
| GRAHAM COUNTY COMMUNITY DEVELOPMENT | ||||||
| UNKNOWN | HILL CITY | KS | 67642 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $9,600 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||
| UNKNOWN | KANSAS CITY | MO | 64105 | PC | COMMUNITY GRANTS | $10,000 |
| GREENSPACE DALLAS | ||||||
| UNKNOWN | IRVING | TX | 75060 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $10,000 |
| HABITAT FOR HUMANITY | ||||||
| UNKNOWN | ATLANTA | GA | 30303 | PC | HUMAN SERVICES | $5,000 |
| HABITAT FOR HUMANITY OF OMAHA | ||||||
| UNKNOWN | OMAHA | NE | 68110 | PC | HUMAN SERVICES | $5,000 |
| HABITAT FOR HUMANITY OF SEMINOLE | ||||||
| UNKNOWN | ALTAMONTE SPRINGS | FL | 32701 | PC | HUMAN SERVICES | $5,000 |
| HAVEN | ||||||
| UNKNOWN | PONTIAC | MI | 48341 | PC | HUMAN SERVICES | $1,000 |
| HEARTLAND INC | ||||||
| UNKNOWN | CHICAGO | IL | 60603 | PC | HUMAN SERVICES | $5,000 |
| HUNGER INTERVENTION PROGRAM | ||||||
| UNKNOWN | SEATTLE | WA | 98125 | PC | HUMAN SERVICES | $5,000 |
| IHC HEALTH SERVICE INC | ||||||
| UNKNOWN | SALT LAKE CITY | UT | 84111 | PC | HEALTH SERVICES | $10,000 |
| JEFFERSON HIGH SCHOOL | ||||||
| UNKNOWN | PORTLAND | OR | 97217 | PC | EDUCATION | $15,000 |
| JEWELS ACADEMY | ||||||
| UNKNOWN | DES MOINES | IA | 50314 | PC | EDUCATION | $5,000 |
| JOSHUA P WILLIAMS FOUNDATION | ||||||
| UNKNOWN | SAMMAMISH | WA | 98074 | PC | HUMAN SERVICES | $5,000 |
| JOURNEY TO DREAM FOUNDATION | ||||||
| UNKNOWN | LEWISVILLE | TX | 75067 | PC | HUMAN SERVICES | $1,000 |
| JUMA VENTURES SEATTLE | ||||||
| UNKNOWN | SEATTLE | WA | 98134 | PC | HUMAN SERVICES | $2,500 |
| K9S FOR WARRIORS | ||||||
| UNKNOWN | PONTE VEDRA | FL | 32081 | PC | HUMAN SERVICES | $5,000 |
| KANSAS FOOD BANK WAREHOUSE INC | ||||||
| UNKNOWN | WICHITA | KS | 67211 | PC | HUMAN SERVICES | $2,500 |
| KIDS HOPE USA | ||||||
| UNKNOWN | ZEELAND | MI | 49464 | PC | HUMAN SERVICES | $1,000 |
| LEAD TO READ INC | ||||||
| UNKNOWN | KANSAS CITY | MO | 64151 | PC | EDUCATION | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| UNKNOWN | RYE BROOK | NY | 10573 | PC | HEALTH SERVICES | $5,000 |
| LIFE SCHOOL OF DALLAS | ||||||
| UNKNOWN | DALLAS | TX | 75216 | PC | EDUCATION | $5,000 |
| LITERACY KANSAS CITY | ||||||
| UNKNOWN | KANSAS CITY | MO | 64109 | PC | EDUCATION | $5,000 |
| LIVE YOUR DREAM | ||||||
| UNKNOWN | PHILADELPHIA | PA | 19103 | PC | HUMAN SERVICES | $5,000 |
| MADE TO THRIVE | ||||||
| UNKNOWN | HERMISTON | OR | 97838 | PC | HUMAN SERVICES | $10,000 |
| MANNA HOUSE | ||||||
| UNKNOWN | HUNTSVILLE | AL | 35807 | PC | HUMAN SERVICES | $15,000 |
| MAYORS SCHOLARSHIP FUND | ||||||
| UNKNOWN | IDAHO FALLS | ID | 83403 | PC | EDUCATION | $1,000 |
| MID-AMERICA SCIENCE MUSEUM | ||||||
| UNKNOWN | HOT SPRINGS | AR | 71913 | PC | EDUCATION | $5,000 |
| MISSIONS ON WHEELS | ||||||
| UNKNOWN | MONTGOMERY | TX | 77356 | PC | HUMAN SERVICES | $5,000 |
| MONTANA OUTDOOR SCIENCE SCHOOL | ||||||
| UNKNOWN | BOZEMAN | MT | 59715 | PC | EDUCATION | $1,000 |
| MOTHER'S REFUGE | ||||||
| UNKNOWN | INDEPENDENCE | MO | 64055 | PC | HUMAN SERVICES | $10,000 |
| MYRNA LOY | ||||||
| UNKNOWN | HELENA | MT | 59601 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $10,000 |
| NEWHOUSE | ||||||
| UNKNOWN | KANSAS CITY | MO | 64124 | PC | HUMAN SERVICES | $10,000 |
| OLATHE PUBLIC SCHOOLS FOUNDATION | ||||||
| UNKNOWN | OLATHE | KS | 66061 | PC | EDUCATION | $2,500 |
| OLYMPIA LOW LIFE RIDERS | ||||||
| UNKNOWN | OLYMPIA | WA | 98501 | PC | HUMAN SERVICES | $3,000 |
| OREGON TRAIL PRESERVATION TRUST | ||||||
| UNKNOWN | HAINES | OR | 97833 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $15,000 |
| PIVOT INC | ||||||
| UNKNOWN | OKLAHOMA CITY | OK | 731051811 | PC | HUMAN SERVICES | $1,000 |
| PROJECT CORNERSTONE INC | ||||||
| UNKNOWN | SAN DIEGO | CA | 92108 | PC | EDUCATION | $5,000 |
| PROJECT HARMONY | ||||||
| UNKNOWN | OMAHA | NE | 68108 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| PROJECT HOUSEWORKS | ||||||
| UNKNOWN | OMAHA | NE | 68108 | PC | HUMAN SERVICES | $5,000 |
| RECYCLE MONTANA | ||||||
| UNKNOWN | WINIFRED | MT | 59489 | PC | CONSERVATION AND ENVIRONMENT | $10,000 |
| RED APPLE EDCO | ||||||
| UNKNOWN | KANSAS CITY | MO | 64131 | PC | EDUCATION | $5,000 |
| RESTART INC | ||||||
| UNKNOWN | KANSAS CITY | MO | 64106 | PC | HUMAN SERVICES | $5,000 |
| RESTOREOKC INC | ||||||
| UNKNOWN | OKLAHOMA CITY | OK | 73111 | PC | HUMAN SERVICES | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| UNKNOWN | CHICAGO | IL | 60607 | PC | HEALTH SERVICES | $30,000 |
| SALINA AREA TECHNICAL COLLEGE | ||||||
| UNKNOWN | SALINA | KS | 67401 | PC | EDUCATION | $5,000 |
| SEATTLE'S UNION GOSPEL MISSION | ||||||
| UNKNOWN | RENTON | WA | 98057 | PC | HUMAN SERVICES | $5,000 |
| SHELTER THE HOMELESS COMMITTEE | ||||||
| UNKNOWN | SALT LAKE CITY | UT | 84115 | PC | HUMAN SERVICES | $5,000 |
| SOUTHEAST KANSAS MENTAL HEALTH CENTER | ||||||
| UNKNOWN | HUMBOLDT | KS | 66748 | PC | HEALTH SERVICES | $15,000 |
| SOWER OF SEEDS INTERNATIONAL MINISTRIES | ||||||
| UNKNOWN | KELLER | TX | 76244 | PC | HUMAN SERVICES | $5,000 |
| TEXAS CONSERVATION ALLIANCE | ||||||
| UNKNOWN | DALLAS | TX | 75382 | PC | CONSERVATION AND ENVIRONMENT | $10,000 |
| TEXAS NATIVE HEALTH | ||||||
| UNKNOWN | DALLAS | TX | 75235 | PC | HEALTH SERVICES | $5,000 |
| TEXAS RAMP PROJECT | ||||||
| UNKNOWN | RICHARDSON | TX | 75083 | PC | HUMAN SERVICES | $1,000 |
| TEXAS STATE UNIVERSITY CIM | ||||||
| UNKNOWN | SAN MARCOS | TX | 78666 | PC | EDUCATION | $15,000 |
| TOUR DE HOPE | ||||||
| UNKNOWN | OLATHE | KS | 66062 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $2,500 |
| TREASURE VALLEY COMMUNITY COLLEGE | ||||||
| UNKNOWN | ONTARIO | OR | 97914 | PC | EDUCATION | $5,000 |
| TREEUTAH | ||||||
| UNKNOWN | SALT LAKE CITY | UT | 84116 | PC | CONSERVATION AND ENVIRONMENT | $7,500 |
| TURPENTINE CREEK FOUNDATION INC | ||||||
| UNKNOWN | EUREKA SPRINGS | AR | 72632 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $1,000 |
| UNITED WAY OF THE LEWIS AND CLARK AREA | ||||||
| UNKNOWN | HELENA | MT | 59601 | PC | COMMUNITY GRANTS | $9,220 |
| UNITED WAY OF THE PLAINS | ||||||
| UNKNOWN | WICHITA | KS | 67202 | PC | COMMUNITY GRANTS | $5,000 |
| UNITED WE | ||||||
| UNKNOWN | KANSAS CITY | MO | 64108 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $25,000 |
| UNITED WE MARCH | ||||||
| UNKNOWN | GUNNISON | UT | 84634 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $5,000 |
| VILLAGERS FOR VETERANS INC | ||||||
| UNKNOWN | THE VILLAGES | FL | 32162 | PC | HUMAN SERVICES | $5,000 |
| WASHINGTON ALLIANCE FOR BETTER SCHOOLS | ||||||
| UNKNOWN | SHORELINE | WA | 98155 | PC | EDUCATION | $5,000 |
| WESLEY-RANKIN COMMUNITY CENTER | ||||||
| UNKNOWN | DALLAS | TX | 75212 | PC | HUMAN SERVICES | $10,000 |
| YMCA HELENA | ||||||
| UNKNOWN | HELENA | MT | 59601 | PC | CIVIC AND COMMUNITY DEVELOPMENT | $10,000 |
| YOUTH AMBASSADORS INC | ||||||
| UNKNOWN | KANSAS CITY | MO | 64113 | PC | HUMAN SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,320 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $434,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $781,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $781,433 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,762,022 | EOYBookValueAmt |
| EOYFMV | $2,808,029 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - CORPORATE STOCK | StockNm |
| EOY Book Value | $7,911,978 | EOYBookValueAmt |
| EOYFMV | $10,582,567 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,061,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,727,385 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $35,984 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $735 | $0 | $735 |
| GRANT ADMINISTRATION FEE | $12,250 | $0 | $12,250 |
| INVESTMENT ADVISORY FEES | $139,773 | $139,773 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,000 | $0 | $0 |
| FOREIGN TAX WITHHOLDING | $6,023 | $6,023 | $0 |