R2 B4 BRAMLAGE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- R2 B4 BRAMLAGE FAMILY FOUNDATION (EIN 46-4648024)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349100224
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T08:59:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481026411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTBERG GASSMAN & HOFFMAN CHTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 N WASHINGTON ST | AddressLine1Txt |
| City | JUNCTION CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 664412447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464648024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R2 B4 BRAMLAGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | R2B4 | BusinessNameControlTxt |
| Phone | 7857622901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1005 | AddressLine1Txt |
| City | JUNCTION CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F ROBERT BRAMLAGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7857622901 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H CALVIN POTTBERG CPA | PreparerPersonNm |
| PTIN | P00037048 | PTIN |
| Phone | 7852385166 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.15.201.72 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 08:59:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FD35D3361013BECD5074789C6704DD616CC57F25 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C031C1889B5578F2807A6741BD163A3F989D9EEE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,130,821 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,028 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,028 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $126,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,627 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $126,627 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $59,970 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $59,970 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $59,970 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $32,326 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $87,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,277 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,955 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $24,361 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $450,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $212,986 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,962 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $8,149 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,225 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $30,333 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,074 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $22,496 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $32,113 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,489 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $12,489 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $53,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15,155 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $262,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,644 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,564 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,564 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,644 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $185,342 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,676 | CashBOYAmt |
| Cash EOY | $7,271 | CashEOYAmt |
| Cash EOYFMV | $7,271 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,564 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $414,875 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $161,719 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $259,393 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $253,156 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $3,747,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,706,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,689,984 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $829,982 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,291 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $770,185 | LandBOYAmt |
| Land EOY | $747,691 | LandEOYAmt |
| Other Assets BOY | $118,758 | OtherAssetsBOYAmt |
| Other Assets EOY | $105,002 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105,002 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,169,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,148,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,130,821 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,268 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,268 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,268 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,165,234 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,144,305 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,165,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,144,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,169,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,148,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,165,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,929 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,144,305 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,144,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,277 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,886,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040447 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $299,492 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,775,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,231 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,209,503 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039480 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $837,751 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.187814 | TotalDistributionRt |
| Average Distribution | 0.062605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,682,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $295,339 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,564 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,444 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,444 | SubtotalAmt |
| Tax Based On Investment Income | $4,444 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $117 | EsPenaltyAmt |
| Tax Due | $4,561 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | JCATC.COM | WebsiteAddressTxt |
| Individual With Books | CLINT FRANCIS | IndividualWithBooksNm |
| Phone | 7857622019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1005 | AddressLine1Txt |
| Address Line2 | PO BOX 1005 | AddressLine2Txt |
| City | JUNCTION CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| F ROBERT BRAMLAGE | ||||||||
| 700 W 31ST STREET UNIT 1403 | KANSAS CITY | MO | 64108 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PATRICIA WERTZBERGER | ||||||||
| 6521 EAST CRESTED SAGURAO LANE | SCOTTSDALE | AZ | 85266 | SECRETARY | 2.00 | $0 | $0 | $0 |
| THERESA BRAMLAGE | ||||||||
| 1520 OAKRIDGE DRIVE | JUNCTION CITY | KS | 66441 | TREASURER | 40.00 | $50,000 | $0 | $0 |
| CLINT FRANCIS | ||||||||
| 3813 BROOKFIELD DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAYSIE FRANCIS | ||||||||
| 3813 BROOKFIELD DRIVE | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| RICHARD BAZAN | ||||||||
| 1512 COLUMBINE | JUNCTION CITY | KS | 67410 | DIRECTOR | 40.00 | $50,000 | $0 | $0 |
| JENNI BAZAN | ||||||||
| 1512 COLUMBINE | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MARK EDWARDS | ||||||||
| 439 WEST 1ST STREET | JUNCTION CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| SALLY EDWARDS | ||||||||
| 439 WEST 1ST STREET | JUNCITON CITY | KS | 66441 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,897,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $561,608 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,753,310 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,753,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,682,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,444 | TotalTaxAmt |
| Distributable Before Adj | $229,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $229,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $229,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,564 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $209,564 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $209,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,657 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $53,024 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $53,024 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,564 | QualifyingDistributionsAmt |
| Applied To Current Year | $209,564 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $20,093 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,093 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,931 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,931 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JC CHAMBER OF COMMERCE | |||||||
| 222 W 6TH STREET | JUNCTION CITY | KS | 66441 | NONE | COMMUNITY DEVELOPMENT | $1,350 | |
| YMCA | |||||||
| 1703 MCFARLAND RD | JUNCTION CITY | KS | 66441 | NONE | YOUTH PROGRAMS | $6,600 | |
| HOMECARE & HOSPICE | |||||||
| 3801 VANESTA DRIVE | MANHATTAN | KS | 66503 | NONE | COMMUNITY WELFARE | $8,570 | |
| CHILDREN'S MERCY | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | NEW CLINIC SUPPORT | $90,000 | |
| ARMED FORCES YMCA | |||||||
| 1703 MCFARLAND RD | JUNCTION CITY | KS | 66441 | NONE | FAMILY PROGRAMS | $3,500 | |
| GEARY COUNTY WIC | |||||||
| 1212 ASH ST | JUNCTION CITY | KS | 66441 | NONE | HEALTH INITATIVES | $100 | |
| KANSAS STATE UNIVERSITY | |||||||
| 119 ANDERSON HALL | MAHATTAN | KS | 66506 | NONE | SCHOLARSHIPS | $3,000 | |
| GEARY COMMUNITY HEALTHCARE FOUNDATI | |||||||
| 1310 W ASH ST | JUNCTION CITY | KS | 66441 | NONE | COMMUNITY WELFARE | $11,050 | SUITE B |
| GEARY COMMUNITY HEALTHCARE FOUNDAT | |||||||
| 1310 W ASH ST | JUNCTION CITY | KS | 66441 | NONE | WALK A MILE | $2,795 | SUITE B |
| JC OPERA HOUSE FOUNDATION | |||||||
| 135 W 7TH ST | JUNCTION CITY | KS | 66441 | NONE | COMMUNITY PROGRAMS | $10,000 | |
| JUNCTION CITY HIGH SCHOOL | |||||||
| 900 N EISENHOWER DRIVE | JUNCTION CITY | KS | 66441 | NONE | YOUTH PROGRAMS | $100 | |
| SUNSET ZOO MANHATTAN KANSAS | |||||||
| 2333 OAK STREET | MANHATTAN | KS | 66502 | NONE | ZOO IMPROVEMENTS | $10,000 | |
| WASHBURN UNIVERSITY | |||||||
| 1700 SW COLLEGE AVE | TOPEKA | KS | 66621 | NONE | SCHOLARSHIPS | $1,500 | |
| BENEDICTINE COLLEGE | |||||||
| 1020 NORTH 2ND AVE | ATCHISON | KS | 66002 | NONE | SCHOLARSHIPS | $1,500 | |
| MISSOURI STATE UNIVERSITY | |||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | SCHOLARSHIPS | $1,500 | |
| BOYS SCOUTS GOLF CLASSIC | |||||||
| 1020 SE MONROE ST | TOPEKA | KS | 666121110 | NONE | YOUTH PROGRAMS | $150 | |
| CITY OF JUNCTION CITY | |||||||
| 700 N JEFFERSON | JUNCTION CITY | KS | 66441 | NONE | CHRISTMAS LIGHTS | $2,000 | |
| FRIENDS OF THE DOROTHY BRAMLAGE LIB | |||||||
| 230 W 7TH ST | JUNCTION CITY | KS | 66441 | NONE | BUILDING CAMPAIGN | $549 | |
| GEARY COMMUNITY SCHOOLS FOUNDATION | |||||||
| 123 N EISENHOWER DR | JUNCTION CITY | KS | 66441 | NONE | TEACHER'S BANQUET | $300 | |
| GRETER GEARY COMMUNITY FOUNDATION | |||||||
| PO BOX 411 | JUNCTION CITY | KS | 66441 | NONE | PLAYGROUND DONATION | $50,000 | |
| VOITURE LOCALE | |||||||
| 201 EAST 4TH STREET | JUNCTION CITY | KS | 66441 | NONE | VETERAN AFFAIRS | $200 | |
| WAMEGO HIGH SCHOOL | |||||||
| 801 LINCOLN AVE | WAMEGO | KS | 66571 | NONE | YOUTH SPORTS | $500 | |
| GEARY COMMUNITY SCHOOLS FOUNDATION | |||||||
| 123 N EISENHOWER DR | JUNCTION CITY | KS | 66441 | NONE | SCHOLARSHIPS | $1,100 | |
| PRATT COMMUNITY COLLEGE | |||||||
| 348 NE SR 61 | PRATT | KS | 67124 | NONE | SCHOLARSHIPS | $1,500 | |
| UNIVERSITY OF KANSAS | |||||||
| 1450 JAYHAWK BLVD | LAWRENCE | KS | 66045 | NONE | SCHOLARSHIPS | $1,500 | |
| SOCIETY OF THE 1ST INFANTRY DIVISIO | |||||||
| 452 GRANT AVE | JUNCTION CITY | KS | 66441 | NONE | VETERAN AFFAIRS | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,564 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING ACTIVITY CENTER | Desc |
| Related Or Exempt Function Incm | $15,406 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,028 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,627 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $32,326 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,408 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,814 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,027 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | F ROBERT BRAMLAGE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 W 31ST STREET UNIT 1403 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | POTTBERG, GASSMAN & HOFFMAN | CategoryTxt |
| Amt | $7,225 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAPTOP & MONITOR | 2016-06-08 | $1,892 | $998 | S/L | 3.0000 | $631 |
| OFFICE TABLE, DESK & CHAIR, TABLE & 4 CHAIRS | 2016-09-22 | $8,311 | $1,484 | S/L | 7.0000 | $1,187 |
| LAND- | 2002-01-01 | $26,460 | ||||
| BUILDING | 2001-12-31 | $20,090 | $8,650 | S/L | 39.0000 | $515 |
| PAVEMENT | 2001-12-31 | $2,450 | $2,450 | 150DB | 15.0000 | |
| REMODEL 710 ALLEN DR | 2003-12-17 | $49,719 | $17,901 | S/L | 39.0000 | $1,275 |
| REMODELING | 2004-04-05 | $13,519 | $4,752 | S/L | 39.0000 | $347 |
| LAND - 904 REYNOLDS ST | 2015-05-20 | $30,000 | ||||
| BUILDING - 904 REYNOLDS - ATHLETIC TRAIN CTR | 2016-07-01 | $579,234 | $22,278 | S/L | 39.0000 | $14,852 |
| ATC FURNITURE | 2016-06-30 | $1,239 | $265 | S/L | 7.0000 | $177 |
| OBSTACLE COURSE | 2017-10-15 | $16,339 | $272 | S/L | 15.0000 | $1,090 |
| MATHIS REHAB ADDITION | 2017-09-01 | $77,738 | $664 | S/L | 39.0000 | $1,994 |
| CABINETS & COUNTERS | 2017-10-31 | $2,076 | $49 | S/L | 7.0000 | $297 |
| FENCING - BOXING AREA | 2017-09-26 | $916 | $33 | S/L | 7.0000 | $131 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 720 SHS FSDAX (RJ) | 2018-01 | PURCHASE | 2018-08 | $12,780 | $12,222 | $558 |
| 11716 SHS FSDAX (RJ) | 2017-07 | PURCHASE | 2018-08 | $207,959 | $173,107 | $34,852 |
| .16 SHS PCH (RJ) | 2017-08 | PURCHASE | 2018-11 | $6 | $8 | -$2 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $414,875 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $161,719 | AccumulatedDepreciationAmt |
| Book Value | $253,156 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES - THE TRUST CO | AT COST | $964,384 | $919,282 |
| MARKETABLE SECURITIES - RJ | AT COST | $2,742,505 | $2,770,702 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 935 E. 4TH STREET & RENOVATIONS | $773,522 | $82,291 | $691,231 |
| $56,460 | $56,460 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DAV CONTRACT | $75,342 | $61,586 | $61,586 |
| OIL INTEREST - CRAMER | $13,315 | $13,315 | $13,315 |
| OIL INTEREST - SPARKS | $30,101 | $30,101 | $30,101 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RENTAL REAL ESTATE | |||
| INVESTMENT DEPRECIATION | $6,237 | $6,237 | $6,237 |
| OIL & GAS INCOME | |||
| OIL & GAS OPERATING EXPENSES | $8,918 | $8,918 | $8,918 |
| EXPENSES | |||
| INSURANCE | $9,855 | ||
| ADVERTISING | $205 | ||
| PROGRAM FEES | $4,408 | ||
| OTHER MISCELLANEOUS EXPENSE | $15,988 | ||
| OFFICE EXPENSE | $1,985 | ||
| ADJUSTMENT TO COST BASIS | $6,088 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TRAINING ACTIVITY CENTER | $15,406 | $15,406 | |
| DAV INTEREST | $6,222 | $6,222 | $6,222 |
| RAYMOND JAMES | $2,733 | $2,733 | $2,733 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $30,333 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $1,074 | Amt |