SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 65-6406193)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-22
- IRS object ID
- 202012049349100401
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc 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 | 2020-07-22T08:40:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431562209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | House Park Dobratz & Wiebler PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 W 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 | 2019-01-01 | 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 Suite 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 | 2020-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stanley H House CPA | PreparerPersonNm |
| PTIN | P00642974 | PTIN |
| Phone | 8169313393 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.70.80.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-16 | IPDt |
| IP Tm | 16:14:51 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBA16ED2BD44FC3E414B45080AA51EC99F19C419 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,150,074 | 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 | $354,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $354,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $785,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,408,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $785,073 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,139,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,139,149 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,010 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,253 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,757 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $700 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,342 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,086 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,256 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,655 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $108 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,830 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,830 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,814 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,814 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,078 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $805,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $805,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,032,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $922,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,040,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,161,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,328,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,328,498 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $280,136 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $314,759 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $288,498 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,633,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,307,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,511,158 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $709,642 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $551,141 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $585,575 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $59,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $459,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $435,422 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,366 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $371 | LandBOYAmt |
| Land EOY | $263 | LandEOYAmt |
| Land EOYFMV | $263 | LandEOYFMVAmt |
| Other Assets BOY | $9,251 | OtherAssetsBOYAmt |
| Other Assets EOY | $660 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $660 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,853,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,962,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,150,074 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,603 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,603 | 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 | $15,853,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,960,694 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,853,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,960,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,853,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,962,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,853,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,960,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,960,694 | 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 | $8,408,142 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,623,069 | CostOrOtherBasisAmt |
| Gain Or Loss | $785,073 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $785,073 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $785,073 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $921,343 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,511,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049771 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $789,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,023,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $894,589 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,850,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053088 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $928,902 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,961,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051717 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $875,489 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,798,468 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046572 | DistributionYr5Rt |
| Total Distribution | 0.244952 | TotalDistributionRt |
| Average Distribution | 0.048990 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,147,058 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $889,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $899,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $922,535 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,603 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | $150 | $0 |
| Megan I Shumaker | ||||||||
| 7301 Mission Road Suite 144 | Prairie Village | KS | 66208 | Trustee | 4.00 | $5,000 | $150 | $0 |
| Laura Sloan | ||||||||
| 7301 Mission Road Suite 144 | Prairie Village | KS | 66208 | Executive Director | 36.00 | $80,600 | $2,498 | $0 |
| Bonny Jo Wheeler | ||||||||
| 7301 Mission Road Suite 144 | Prairie Village | KS | 66208 | Trustee | 4.00 | $5,000 | $150 | $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 | $68,405 | 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 | $17,998,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,423,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,423,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,147,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $907,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $907,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,403 | TotalTaxAmt |
| Distributable Before Adj | $896,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $896,950 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $896,950 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $922,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $922,535 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,403 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $912,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $896,950 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $776,173 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $922,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $776,173 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,362 | 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 | $750,588 | 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 (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Academie Lafayette | |||||||
| 201 E Armour Blvd | Kansas City | MO | 64111 | PC | Operating grant | $1,000 | |
| ACLU | |||||||
| 6701 W 64th Street Suite 210 | Overland Park | KS | 66202 | PC | Operating grant | $5,000 | |
| Allied Arts Council of St Joseph | |||||||
| 118 S 8th Street | St Joseph | MO | 64501 | PC | Operating grant | $1,500 | |
| 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 and operating grants | $21,000 | |
| aSTEAM Village | |||||||
| 1600 The Paseo | Kansas City | MO | 64108 | PC | Operating grant | $1,000 | |
| Asylum Seeker Advocacy Project | |||||||
| 220 Park Ave S Suite 84810 | New York | NY | 10003 | PC | Operating grant | $4,000 | |
| Bert Nash Mental Health Center | |||||||
| 200 Maine Street | Lawrence | KS | 66044 | PC | Operating grant | $4,000 | |
| BikeWalkKC | |||||||
| 1106 East 30th Street Suite G | Kansas City | MO | 64109 | PC | Program grant | $5,000 | |
| Boys & Girls Clubs of Lawrence | |||||||
| 1520 Haskell Avenue | Lawrence | KS | 66044 | PC | Operating grant | $5,000 | |
| Bridging the Gap | |||||||
| 1427 W 9th Street | Kansas City | MO | 64101 | PC | Operating grant | $40,000 | |
| Center for Conflict Resolution | |||||||
| 1734 E 63rd Street Suite 305 | Kansas City | MO | 64110 | PC | Operating grant | $10,000 | |
| Chain of Hope KC | |||||||
| 2708 Tracy Avenue | Kansas City | MO | 64109 | PC | Operating grant | $4,000 | |
| Child Protection Center | |||||||
| 3101 Broadway Suite 750 | Kansas City | MO | 64111 | PC | Operating grant | $20,000 | |
| Community Environmental Legal Defense Fund | |||||||
| PO Box 360 | Mercerburg | PA | 17236 | PC | Operating grant | $25,000 | |
| Cornerstones of Care | |||||||
| 300 E 36th St | Kansas City | MO | 64111 | PC | Operating grant | $1,000 | |
| Cristo Rey Kansas City | |||||||
| 211 W Linwood Boulevard | Kansas City | MO | 64111 | PC | Program grant | $15,000 | |
| Determination Incorporated | |||||||
| 4747 Troost Suite 207 | Kansas City | MO | 64110 | PC | Program grant | $15,000 | |
| Douglas County CASA | |||||||
| 1009 New Hampshire Street | Lawrence | KS | 66044 | PC | Operating grant | $27,500 | |
| Douglas County Dental Clinc | |||||||
| 2210 Yale Road | Lawrence | KS | 66049 | PC | Operating grant | $3,000 | |
| Emmanuel Family & Child Development Center | |||||||
| 2416 Swope Pkwy | Kansas City | MO | 64130 | PC | Operating grant | $1,500 | |
| Friends of the Free Clinic | |||||||
| 904 South 10th Street Suite A | St Joseph | MO | 64503 | PC | Operating grant | $1,500 | |
| Friends of the Zoo Inc - Kansas City | |||||||
| 6800 Zoo Drive | Kansas City | MO | 64132 | PC | Program grant | $25,000 | |
| Giving Grove | |||||||
| 6917 Kensington Street | Kansas City | MO | 64132 | PC | Operating grant | $20,000 | |
| GreenWorks in Kansas City | |||||||
| 4750 Troost | Kansas City | MO | 64110 | PC | Operating grant | $25,000 | |
| Heartland Conservation Alliance | |||||||
| 4750 Troost Avenue | Kansas City | MO | 64110 | PC | Program grant | $17,000 | |
| Hope House | |||||||
| PO Box 577 | Lees Summit | MO | 64063 | PC | Operting grant | $20,000 | |
| Jackson County CASA | |||||||
| 2544 Holmes | Kansas City | MO | 64108 | PC | Operating grant | $21,000 | |
| Jewish Vocational Services | |||||||
| 4600 The Paseo | Kansas City | MO | 64110 | PC | Program grant | $10,000 | |
| Just Food | |||||||
| 1000 E 11th Street | Lawrence | KS | 66046 | PC | Operating grant | $5,000 | |
| Kansas City Public Library | |||||||
| 4801 Main Street | Kansas City | MO | 64112 | PC | Operating grant | $1,000 | |
| Kansas City Wildlands | |||||||
| 1427 W 9th Street Suite 201 | Kansas City | MO | 64101 | PC | Operating grant | $3,000 | |
| KC Pet Project | |||||||
| 4400 Raytown Road | Kansas City | MO | 64129 | PC | Program grant | $25,000 | |
| Lawrence Community Shelter | |||||||
| 3655 E 25th Street | Lawrence | KS | 66046 | PC | Operating grant | $5,000 | |
| Literacy KC | |||||||
| 3036 Troost Avenue | Kansas City | MO | 64109 | PC | Program grant | $15,000 | |
| Metropolitan Org to Counter Sexual Assualt (MOCSA) | |||||||
| 3100 Broadway Street Suite 400 | Kansas City | MO | 64111 | PC | Operating grant | $25,000 | |
| MindDrive | |||||||
| 2615 Holmes | Kansas City | MO | 64108 | PC | Operating grant | $20,000 | |
| Missouri Coalition for the Environment | |||||||
| 3115 S Grant Blvd Suite 350 | St Louis | MO | 63118 | PC | Program grant | $25,000 | |
| National Resources Defense Council | |||||||
| 40 W 20th Street | New York | NY | 10011 | PC | Operating grant | $1,000 | |
| NewHouse Inc | |||||||
| PO Box 240019 | Kansas City | MO | 64124 | PC | Program and operating grants | $26,500 | |
| Northeast Community Center | |||||||
| 544 Wabash Avenue | Lawrence | KS | 64124 | PC | Program grant | $10,000 | |
| Noyes Home for Children | |||||||
| 801 Noyes Boulevard | St Joseph | MO | 64506 | PC | Operating grant | $2,000 | |
| PREP-KC | |||||||
| 800 W 47th Street Suite 525 | Kansas City | MO | 64112 | PC | Program grant | $25,000 | |
| Reach Out and Read | |||||||
| 2100 W 36th Avenue Suite 116 | Kansas City | KS | 66103 | PC | Operating grant | $15,000 | |
| Robert Toigo Foundation | |||||||
| 180 Grant Ave Suite 925 | Oakland | CA | 94612 | PC | Operating grant | $2,250 | |
| Rose Brooks Center | |||||||
| PO Box 320599 | Kansas City | MO | 64132 | PC | Program grant | $25,000 | |
| SafeHome | |||||||
| PO Box 4563 | Overland Park | KS | 66204 | PC | Program grant | $12,000 | |
| Second Harvest | |||||||
| 915 Douglas Street | St Joseph | MO | 64505 | PC | Operating grant | $500 | |
| Sharing Communities in Rosedale Inc | |||||||
| 1444 Southwest Boulevard | Kansas City | KS | 66103 | PC | Operating grant | $20,000 | |
| St Joseph Youth Alliance | |||||||
| 5223 Mitchell Avenue | St Joseph | MO | 64507 | PC | Operating grant | $1,500 | |
| Start at Zero | |||||||
| 5508 Troost | Kansas City | MO | 64110 | PC | Operating grant | $20,000 | |
| SupportKC | |||||||
| 5960 Dearborn Street Suite 200 | Mission | KS | 66202 | PC | Operating grant | $10,000 | |
| The Children's Place | |||||||
| 2 E 59th Street | Kansas City | MO | 64113 | PC | Program and operating grants | $11,500 | |
| The Rabbit Hole | |||||||
| 1520 Clay Street | North Kansas City | MO | 64116 | PC | Program grant | $5,000 | |
| UMKC Conservatory of Music | |||||||
| 4949 Cherry | Kansas City | MO | 64110 | PC | Program and operating grants | $13,000 | |
| United Inner City Services | |||||||
| 2008 East 12th Street | Kansas City | MO | 64127 | PC | Operating grant | $20,000 | |
| United Way of Greater St Joseph | |||||||
| 118 S 5th Street | St Joseph | MO | 64501 | PC | Operating grant | $1,000 | |
| Van Go Mobile Arts | |||||||
| 715 New Jersey Street | Lawrence | KS | 66044 | PC | Operating grant | $17,500 | |
| Visiting Nurses | |||||||
| 1500 Meadow Lake Parkway | Kansas City | MO | 64114 | PC | Operating grant | $3,000 | |
| YWCA of St Joseph | |||||||
| 304 N 8th Street | St Joseph | MO | 64501 | PC | Operating grant | $1,000 | |
| AdHoc Group Against Crime | |||||||
| 2701 E 31st Steet | Kansas City | MO | 64128 | PC | Operating grant | $1,000 | |
| After The Harvest | |||||||
| 406 W 34th Street Suite 816 | Kansas City | MO | 64111 | PC | Operating grant | $2,000 | |
| Always & Furever Midwest Animal Sanctuary | |||||||
| 23595 W 223rd Street | Spring Hill | KS | 66083 | PC | Operating grant | $2,000 | |
| Amethyst Place | |||||||
| 2735 Troost Ave | Kansas City | MO | 64109 | PC | Operating grant | $1,000 | |
| Beta Lambda Educational Institute | |||||||
| 2915 Swope Pkwy | Kansas City | MO | 64130 | PC | Operating grant | $1,000 | |
| Black Repertory Theatre of Kansas City | |||||||
| 4949 Cherry | Kansas City | MO | 64110 | PC | Operating grant | $1,000 | |
| Boys Hope Girls Hope KC | |||||||
| 12120 State Line Rd | Leawood | KS | 66209 | PC | Operating Grant | $1,000 | |
| Children's Mercy Hospital | |||||||
| 2401 Gilham Rd | Kansas City | MO | 64108 | PC | Operating grant | $8,000 | |
| CleanAir Now Association | |||||||
| 115 SE Green Street | Lees Summit | MO | 64063 | PC | Program grant | $10,000 | |
| Colorado Trail Foundation | |||||||
| 710 10th Street Suite 210 | Golden | CO | 80401 | PC | Operating grant | $500 | |
| Douglas County Community Foundation | |||||||
| 900 Massachusetts Street | Lawrence | KS | 66044 | PC | Operating grant | $500 | |
| Excelerate Track Club | |||||||
| 4231 Chesnut Ave | Kansas City | MO | 64130 | PC | Operating grant | $2,000 | |
| Food & Water Watch | |||||||
| 1616 Street Suite 300 | Washington | DC | 20036 | PC | Operating grant | $4,000 | |
| Heartland Chamber Music | |||||||
| 5960 Dearborn Street Suite 214 | Mission | KS | 66202 | PC | Operating grant | $7,000 | |
| Kansas City Teacher Residency | |||||||
| 415 Delaware Street Suite 4e | Kansas City | MO | 64105 | PC | Operating grant | $1,000 | |
| KC Ambassadors Charitable Foundation | |||||||
| One Arrowhead Drive | Kansas City | MO | 64129 | PC | Operating grant | $1,000 | |
| KC Youth Hockey | |||||||
| 11936 W 119th Street Suite 242 | Overland Park | KS | 66213 | PC | Operating grant | $2,250 | |
| Kasnas City Kansas Community College | |||||||
| 7250 State Ave | Kansas City | KS | 66112 | PC | Operating grant | $1,000 | |
| Melissa's Menagerie Second Chances | |||||||
| 11015 W 75th Street | Shawnee | KS | 66214 | PC | Operating grant | $1,000 | |
| The Don Bosco Centers | |||||||
| 526 Campbell Street | Kansas City | MO | 64106 | PC | Operating grant | $1,000 | |
| The Open Table | |||||||
| 318 E 55yh Street | Kansas City | MO | 64113 | PC | Operating grant | $1,000 | |
| The Salvation Army | |||||||
| 3637 Broadway Blvd | Kansas City | MO | 64111 | PC | Operating grant | $1,000 | |
| TMC Foundation | |||||||
| 2310 Holmes Street Suite 735 | Kansas City | MO | 64108 | PC | Operating grant | $1,500 | |
| Turn the Page KC | |||||||
| 4049 Pennsylvania | Kansas City | MO | 64111 | PC | Program grant | $15,000 | |
| UPSTREAM | |||||||
| PO Box 1352 | Damariscotta | ME | 04543 | PC | Program grant | $15,000 | |
| Urban Neighborhood Initiative | |||||||
| 2 Pershing Sq 2300 Main Street | Kansas City | MO | 64108 | PC | Operating grant | $1,000 | Suite 180 |
| Greater Kansas City Community Foundation (Vision Impact Power Fund) | |||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 64105 | PC | Operating grant | $2,000 | |
| Voices of Courage Child Advocacy Center | |||||||
| 1807 N Woodbine Rd | St Joseph | MO | 64506 | PC | Operating grant | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $805,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $785,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,139,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,139,149 | 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 | $4,342 | Amt |
| Net Investment Income | $1,086 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,256 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE & EQUIPMENT | 2016-08-10 | $7,878 | $7,878 | SL | 7.000000000000 | $0 | $0 |
| PRINTER, CHAIR, KEYBOARD | 2015-06-04 | $441 | $226 | SL | 7.000000000000 | $63 | $0 |
| FRIDGE, FAN, VACCUM | 2015-07-15 | $180 | $91 | SL | 7.000000000000 | $26 | $0 |
| OFFICE ARTWORK | 2015-08-03 | $130 | $63 | SL | 7.000000000000 | $19 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Foreign bonds | $50,998 | $50,007 |
| Corporate bonds | $500,143 | $535,568 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual funds | StockNm |
| EOY Book Value | $13,307,163 | EOYBookValueAmt |
| EOYFMV | $16,511,158 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,088 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,617 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $296,671 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $278,881 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Unit trusts | AT COST | $59,813 | $35,334 |
| Certificates of deposit | AT COST | $400,000 | $400,088 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE & EQUIPMENT | $7,878 | $7,878 | $0 |
| PRINTER, CHAIR, KEYBOARD | $441 | $289 | $152 |
| FRIDGE, FAN, VACCUM | $180 | $117 | $63 |
| OFFICE ARTWORK | $130 | $82 | $48 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $2,800 | LegalFeesAmt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deposits | $660 | $660 | $660 |
| Federal excise tax refundable | $8,591 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office expenses | $1,685 | $0 | $1,685 |
| Payroll expenses | $750 | $0 | $750 |
| Interest | $88 | $0 | $88 |
| Insurance | $515 | $0 | $515 |
| Membership dues | $1,970 | $0 | $1,970 |
| Computer services | $70 | $0 | $70 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax payable | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,603 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment fees | $68,405 | $68,405 | $0 |
| Trustee fees | $25,000 | $6,250 | $18,750 |
| Other | $2,500 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal excise taxes - 2019 | $10,403 | $0 | $0 |
| Other Federal taxes | $242 | $0 | $0 |