SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 65-6406193)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349101278
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T11:06:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431305800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 WEST 47TH STREET SUITE 301 | 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 | 2022-01-01 | 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 RD 144 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC A SHUMAKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9134321772 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | SHUMAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | MARSHELL COUPE | PreparerPersonNm |
| PTIN | P00540081 | PTIN |
| Phone | 8169313393 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,418,503 | 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 | $350,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $414,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,543,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $414,586 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $765,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $765,299 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,969 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,906 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,643 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $411 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,232 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,095 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,774 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,321 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,724 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,173 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $515 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,432 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,432 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,793 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,793 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $267,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,053,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,053,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,320,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,205,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$555,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $659,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,658,283 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,073,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,073,456 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $117,625 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $459,604 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $435,543 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,745,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,808,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,052,621 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $101,293 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $193,846 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $183,918 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $150,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $650,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $653,176 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,811 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,114 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,212 | LandBOYAmt |
| Land EOY | $697 | LandEOYAmt |
| Land EOYFMV | $697 | LandEOYFMVAmt |
| Other Assets BOY | $660 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,090 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,090 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,774,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,205,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,418,503 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,846 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,761,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,205,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,761,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,205,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,774,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,205,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,761,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$555,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,205,677 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,205,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,543,583 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,128,997 | CostOrOtherBasisAmt |
| Gain Or Loss | $414,586 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $414,586 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $414,586 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,600 | 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 | $27,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,430 | OverpaymentAmt |
| Applied To ES Tax | $18,430 | 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 | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.SHUMAKERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA CURRY SLOAN EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9134321772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| DIANNE C SHUMAKER | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | EX-OFFICIO | 2.00 | $0 | $0 | $0 |
| ERIC A SHUMAKER | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | BOARD CHAIR | 4.00 | $5,000 | $0 | $0 |
| MEGAN I SHUMAKER | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 4.00 | $5,000 | $0 | $0 |
| LAURA SLOAN | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | EXECUTIVE DIRECTOR | 36.00 | $91,875 | $1,643 | $0 |
| BONNY JO WHEELER | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 4.00 | $5,000 | $0 | $0 |
| DAN CRANSHAW | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 4.00 | $5,000 | $0 | $0 |
| TRACEY LEWIS | ||||||||
| 7301 MISSION ROAD SUITE 144 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 4.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPP & ROTHWELL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7300 COLLEGE BLVD STE 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 | $69,338 | 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 | $18,239,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,029,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,029,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,743,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $937,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $937,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,170 | TotalTaxAmt |
| Distributable Before Adj | $928,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $928,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $928,020 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,205,652 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,205,652 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $928,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $506,663 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,205,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $506,663 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $698,989 | 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 | $229,031 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANNE C SHUMAKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA CURRY SLOAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 MISSION RD STE 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 | LAURA@SHUMAKERFAMILY.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION FORM AND INFORMATION REQUIRED IS PROVIDED ON THE WEBSITE (WWW.SHUMAKERFAMILYFOUNDATION.ORG). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES ARE LISTED ON THE WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS ARE LISTED ON THE WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 6701 WEST 64TH STREET SUITE 210 | OVERLAND PARK | KS | 66202 | PC | OPERATING GRANT | $10,500 | |
| A-FLAT MUSIC STUDIO | |||||||
| 609 SW MURRAY ROAD | LEES SUMMIT | MO | 64081 | PC | OPERATING GRANT | $10,000 | |
| ALLIED ARTS COUNCIL OF ST JOSEPH | |||||||
| 118 SOUTH 8TH STREET | ST JOSEPH | MO | 64501 | PC | OPERATING GRANT | $1,000 | |
| ARTISTS HELPING THE HOMELESS INC | |||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $2,000 | |
| ARTS TECH | |||||||
| 1522 HOLMES | KANSAS CITY | MO | 64108 | PC | PROGRAM GRANT - STEAM EDUCATION | $1,000 | |
| BASE ACADEMY OF MUSIC | |||||||
| 31 WEST 31ST STREET | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $14,000 | |
| BERT NASH MENTAL HEALTH CENTER | |||||||
| 200 MAINE STREET | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $3,500 | |
| BOYS AND GIRLS CLUBS OF LAWRENCE | |||||||
| 1520 HASKELL AVENUE | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $3,500 | |
| BRIDGING THE GAP | |||||||
| 1427 WEST 9TH STREET | KANSAS CITY | MO | 64101 | PC | OPERATING GRANT | $43,500 | |
| CHILD AID | |||||||
| 917 SW OAK STREET SUITE 208 | PORLAND | OR | 97205 | PC | OPERATING GRANT | $9,000 | |
| CLEANAIR NOW ASSOCIATION | |||||||
| 115 SE GREEN STREET | LEES SUMMIT | MO | 64063 | PC | OPERATING GRANT | $20,000 | |
| CORNERSTONES OF CARE | |||||||
| 300 EAST 36TH ST | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $8,000 | |
| DOUGLAS COUNTY CASA | |||||||
| 1009 NEW HAMPSHIRE STREET | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $3,500 | |
| HEARTLAND COMMUNITY HEALTH CENTER | |||||||
| 2210 YALE ROAD | LAWRENCE | KS | 66049 | PC | OPERATING GRANT | $3,000 | |
| FRIENDS OF ANIMAL SHELTER OF ST JOSEPH | |||||||
| 701 SW LOWER LAKE ROAD | ST JOSEPH | MO | 64504 | PC | OPERATING GRANT | $2,000 | |
| FRIENDS OF THE FREE CLINIC | |||||||
| 904 SOUTH 10TH STREET SUITE A | ST JOSEPH | MO | 64503 | PC | OPERATING GRANT | $1,500 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | PC | OPERATING GRANT | $2,000 | |
| GREENWORKS IN KANSAS CITY | |||||||
| 4750 TROOST AVENUE | KANSAS CITY | MO | 64110 | PC | OPERATING GRANT | $20,000 | |
| HIGH ASPIRATIONS | |||||||
| 6320 BROOKSIDE PLAZA SUITE 263 | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $20,000 | |
| JUST FOOD | |||||||
| 1000 EAST 11TH STREET | LAWRENCE | KS | 66046 | PC | OPERATING GRANT | $3,500 | |
| KANBE'S MARKETS | |||||||
| 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 | |
| LAWRENCE COMMUNITY SHELTER | |||||||
| 3655 E 25TH STREET | LAWRENCE | KS | 66046 | PC | OPERATING GRANT | $3,500 | |
| MINDDRIVE | |||||||
| 2615 HOLMES | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $3,500 | |
| MISSOURI COALITION FOR THE ENVIRONMENT | |||||||
| 3115 SOUTH GRANT BLVD SUITE 350 | ST LOUIS | MO | 63118 | PC | OPERATING GRANT | $40,000 | |
| MISSOURI LEGISLATIVE BLACK CAUCUS FOUNDATION | |||||||
| ATTN SENATOR BARBARA WASHINGTON | JEFFERSON CITY | MO | 65101 | PC | OPERATING GRANT | $1,000 | CAPITOL BUILDING ROOM 425 201 WEST |
| MO HIVES | |||||||
| 2825 SW MUIR DRIVE | LEES SUMMIT | MO | 64081 | PC | OPERATING GRANT | $1,400 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10019 | PC | PROGRAM GRANT - CLEAN ENERGY/ RACIAL JUSTICE PROGRAM | $15,000 | |
| NEWHOUSE INC | |||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | PC | OPERATING GRANT | $25,000 | |
| NOYES HOME FOR CHILDREN | |||||||
| 801 NOYES BLVD | ST JOSEPH | MO | 64506 | PC | OPERATING GRANT | $1,500 | |
| PREP-KC | |||||||
| 800 WEST 47TH STREET SUITE 525 | KANSAS CITY | MO | 64112 | PC | PROGRAM GRANT - STEAM/ WORKFORCE PREPARATION PROGRAM | $3,500 | |
| REACH OUT AND READ | |||||||
| 2100 WEST 36TH AVENUE SUITE 116 | KANSAS CITY | KS | 66103 | PC | OPERATING GRANT | $3,500 | |
| RENEW MISSOURI | |||||||
| 409 VANDIVER DR BLDG 5 SUITE 205 | COLUMBIA | MO | 65202 | PC | OPERATING GRANT | $24,000 | |
| ROBERT TOIGO FOUNDATION | |||||||
| 180 GRANT AVE SUITE 925 | OAKLAND | CA | 94612 | PC | OPERATING GRANT | $2,500 | |
| SALVATION ARMY | |||||||
| 3637 BROADWAY BLVD | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $2,000 | |
| ST JOSEPH YOUTH ALLIANCE | |||||||
| 5223 MITCHELL AVENUE | ST JOSEPH | MO | 64507 | PC | OPERATING GRANT | $1,500 | |
| THE CHILDREN'S PLACE | |||||||
| 2 E 59TH STREET | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $1,000 | |
| THE GREENLINE FOUNDATION | |||||||
| 3230 BENTON BLVD | KANSAS CITY | MO | 64128 | PC | OPERATING GRANT | $17,500 | |
| THE HOPE CENTER | |||||||
| 2800 LINWOOD BLVD | KANSAS CITY | MO | 64128 | PC | OPERATING GRANT | $15,000 | |
| TRUMAN MEDICAL CENTER FOUNDATION | |||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $8,400 | |
| UMKC FOUNDATION | |||||||
| 4949 CHERRY | KANSAS CITY | MO | 64110 | PC | OPERATING GRANT | $5,000 | |
| UNITED INNER CITY SERVICES | |||||||
| 2008 EAST 12TH STREET | KANSAS CITY | MO | 64127 | PC | OPERATING GRANT | $25,000 | |
| UNITED WAY OF GREATER ST JOSEPH | |||||||
| 118 SOUTH 5TH STREET | ST JOSEPH | MO | 64501 | PC | OPERATING GRANT | $2,000 | |
| UPSTREAM | |||||||
| PO BOX 1352 | DAMARISCOTTA | ME | 04543 | PC | OPERATING GRANT | $15,000 | |
| URBAN LEAGUE KC | |||||||
| 1710 PASEO BLVD | KANSAS CITY | MO | 64108 | PC | PROGRAM GRANT - EARLY CHILDHOOD PROGRAM | $15,000 | |
| URBAN NEIGHBORHOOD INITIATIVE | |||||||
| 2 PERSHING SQ 2300 MAIN STREET | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $8,000 | SUITE 180 |
| URBAN SCHOLASTIC CENTER | |||||||
| 2900 MINNESOTA AVENUE | KANSAS CITY | MO | 66102 | PC | PROGRAM GRANT - EARLY CHILDHOOD PROGRAM | $20,000 | |
| VAN GO MOBILE ARTS | |||||||
| 715 NEW JERSEY STREET | LAWRENCE | KS | 66044 | PC | OPERATING GRANT | $3,500 | |
| VOICES OF COURAGE CHILD ADVOCACY CENTER | |||||||
| 1807 NORTH WOODBINE ROAD | ST JOSEPH | MO | 64506 | PC | OPERATING GRANT | $2,000 | |
| YWCA OF ST JOSEPH | |||||||
| 304 NORTH 8TH STREET | ST JOSEPH | MO | 64501 | PC | OPERATING GRANT | $1,500 | |
| AFTER THE HARVEST | |||||||
| 6320 BROOKSIDE PLAZA SUITE 504 | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $15,000 | |
| CLIMATE ACTION KC | |||||||
| 600 BROADWAY BOULEVARD STE 200 | KANSAS CITY | MO | 64105 | PC | PROGRAM GRANT - ENERGY EXCHANGE PROGRAM | $15,000 | |
| THE FARM SCHOOL AT GIBBS ROAD | |||||||
| 4223 GIBBS ROAD | KANSAS CITY | MO | 66106 | PC | OPERATING GRANT | $22,000 | |
| HEART OF THE CITY NEIGHBORHOOD ASSOCIATION INC | |||||||
| PO BOX 300582 | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $10,000 | |
| MARLBOROUGH COMMUNITY COALITION | |||||||
| 1809 E 80TH ST KANSAS CITY | KANSAS CITY | MO | 64132 | PC | OPERATING GRANT | $10,000 | |
| BE GREAT TOGETHER KC | |||||||
| 4741 CENTRAL ST 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 | |
| ENTITLED LEARNING | |||||||
| 6708 E 73RD TERRACE | KANSAS CITY | MO | 64133 | PC | OPERATING GRANT | $25,000 | |
| ESSENTIAL FAMILIES | |||||||
| 2409 PROSPECT AVE STE 413 | KANSAS CITY | MO | 64127 | PC | OPERATING GRANT | $20,000 | |
| LEARN TECHQUITY WECODE KC | |||||||
| 5008 PROSPECT AVENUE SUITE 111 | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $30,000 | |
| LYRIK'S INSTITUTION | |||||||
| 7201 E 67TH STREET | KANSAS CITY | MO | 64133 | PC | OPERATING GRANT | $25,000 | |
| MCC FOUNDATION | |||||||
| 3200 BROADWAY BLVD | KANSAS CITY | MO | 64111 | PC | PROGRAM GRANT - PATH FORWARD STEM SCHOLARSHIPS | $20,000 | |
| MISSION VISION PROJECT | |||||||
| PO BOX 32134 | KANSAS CITY | MO | 64171 | PC | OPERATING GRANT | $25,000 | |
| PROVIDENCE SCHOOL OF ARTS | |||||||
| 5809 MICHIGAN AVE | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $10,000 | |
| TEACHERS LIKE ME | |||||||
| 4128 TRACY AVENUE | KANSAS CITY | MO | 64110 | PC | OPERATING GRANT | $20,000 | |
| UPPER ROOM KC | |||||||
| 300 39TH ST SUITE 4A | KANSAS CITY | MO | 64111 | PC | PROGRAM GRANT - SUMMER PROGRAM | $25,000 | |
| FRIENDS OF YATES | |||||||
| 1418 GARFIELD AVE | KANSAS CITY | MO | 66104 | PC | OPERATING GRANT | $25,000 | |
| FRONT PORCH ALLIANCEKANAS CITY | |||||||
| 3210 MICHIGAN AVENUE | KANSAS CITY | MO | 64109 | PC | PROGRAM GRANT - DOMESTIC VIOLENCE SEX ED PROGRAM | $25,000 | |
| GENERATING INCOME FOR TOMORROW | |||||||
| 5008 PROSPECT | KANSAS CITY | MO | 64130 | PC | OPERATING GRANT | $18,500 | |
| JUSTICE FOR WYANDOTTE | |||||||
| 6610 BERRY RD | KANSAS CITY | MO | 66106 | PC | OPERATING GRANT | $10,000 | |
| KC FOR REFUGEES | |||||||
| 2845 W 139TH TERRACE | KANSAS CITY | MO | 66224 | PC | OPERATING GRANT | $25,000 | |
| MO WORKERS CENTER | |||||||
| 5252 NOTTINGHAM AVE | KANSAS CITY | MO | 63109 | PC | OPERATING GRANT | $30,000 | |
| PROSPECT BUSINESS ASSOCIATION | |||||||
| 2420 LINWOOD BLVD | KANSAS CITY | MO | 64109 | PC | OPERATING GRANT | $25,000 | |
| STRATEGIC WORKFORCE DEVELOPMENT INC | |||||||
| 111 W 10TH STREET | KANSAS CITY | MO | 64105 | PC | OPERATING GRANT | $30,000 | |
| URBN HUB KC | |||||||
| 2917 E 30TH STREET | KANSAS CITY | MO | 64128 | PC | OPERATING GRANT | $15,000 | |
| WONDERSCOPE - CHILDREN'S MUSEUM OF KANSAS CITY | |||||||
| 433 E RED BRIDGE RD | KANSAS CITY | MO | 64131 | PC | PROGRAM GRANT - PARENTING AS PLAY PROGRAM | $6,000 | |
| 5TH CIRCUIT CASA OF MISSOURI | |||||||
| 411 JULES B-3 | ST JOSEPH | MO | 64501 | PC | OPERATING GRANT | $1,000 | |
| NONPROFIT CONNECT | |||||||
| 1703 WYANDOTTE ST SUITE 100 | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $400 | |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109 STR | OVERLAND PARK | KS | 66211 | PC | OPERATING GRANT | $2,500 | |
| SAVE THE CHILDREN UKRAINE | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | OPERATING GRANT | $2,000 | |
| AMERICAN JAZZ MUSEUM | |||||||
| 1616 E 18TH ST | KANSAS CITY | MO | 64108 | PC | OPERATING GRANT | $3,000 | |
| CHAIN OF HOPE ANIMAL RESCUE | |||||||
| PO BOX 16926 | KANSAS CITY | MO | 64133 | PC | OPERATING GRANT | $5,000 | |
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | PC | OPERATING GRANT | $5,100 | |
| THE RABBIT HOLE | |||||||
| 919 E 14TH AVE | KANSAS CITY | MO | 64116 | PC | OPERATING GRANT | $3,500 | |
| ACADEMIE LAFAYETTE | |||||||
| 201 E ARMOUR BLVD | KANSAS CITY | MO | 64111 | PC | OPERATING GRANT | $1,000 | |
| EXCELERATE TRACK CLUB | |||||||
| 7301 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | PC | OPERATING GRANT | $1,300 | |
| ST TERESA'S ACADEMY | |||||||
| 5600 MAIN ST | KANSAS CITY | MO | 64113 | PC | OPERATING GRANT | $1,400 | |
| BIG BROTHERS BIG SISTERS TWIN CITIES | |||||||
| 3110 N WASHINGTON AVE | MINNEAPOLIS | MN | 55411 | PC | OPERATING GRANT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,053,500 | 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 | $350,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414,586 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $765,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $765,299 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,400 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $193,846 | EOYBookValueAmt |
| EOYFMV | $183,918 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $13,808,982 | EOYBookValueAmt |
| EOYFMV | $15,052,621 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $165,804 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $153,914 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $293,800 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $281,629 | StateLocalSecEOYFMVAmt |
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 | $650,000 | BookValueAmt |
| EOYFMV | $653,176 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,095 | LegalFeesAmt |
| Net Investment Income | $1,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,321 | 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 | $0 | $18,430 | $18,430 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $12,050 | $0 | $12,050 |
| PAYROLL EXPENSES | $1,300 | $0 | $1,300 |
| INSURANCE | $515 | $0 | $515 |
| MEMBERSHIP DUES | $2,855 | $0 | $2,855 |
| COMPUTER SERVICES | $275 | $0 | $275 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $12,846 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $69,338 | $69,338 | $0 |
| TRUSTEE FEES | $25,000 | $6,250 | $18,750 |
| PROFESSIONAL FEES - OTHER | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES - 2021 | $9,170 | $0 | $0 |
| PAYROLL TAXES | $6,897 | $1,724 | $5,173 |