SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 65-6406193)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-04
- IRS object ID
- 201930949349100323
- 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
- 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 | 2019-04-04T12:39:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-27 | 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 | 2019-03-27 | IPDt |
| IP Tm | 11:46:14 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,620,230 | 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 | $321,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $643,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,446,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $643,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $965,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $965,043 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $97,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,068 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,017 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,051 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,068 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,291 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,291 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,609 | 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 | $9,548 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,548 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,218 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,218 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,913 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,034,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $921,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $860,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,403,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,161,218 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,161,218 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $355,799 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $280,136 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $301,599 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,727,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,633,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,388,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $365,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $709,642 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $721,151 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $80,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,759 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,258 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $477 | LandBOYAmt |
| Land EOY | $371 | LandEOYAmt |
| Land EOYFMV | $371 | LandEOYFMVAmt |
| Other Assets BOY | $660 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,251 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,251 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,934,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,853,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,620,230 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,244 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,244 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $15,922,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,853,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,922,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,853,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,934,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,853,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,922,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,853,677 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,853,677 | 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 | $6,446,362 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,802,695 | CostOrOtherBasisAmt |
| Gain Or Loss | $643,667 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $643,667 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $643,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $789,519 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,023,927 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043804 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $894,589 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,850,900 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $928,902 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,961,321 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051717 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $875,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,798,468 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046572 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $811,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,889,782 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045360 | DistributionYr5Rt |
| Total Distribution | 0.240541 | TotalDistributionRt |
| Average Distribution | 0.048108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,511,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $890,566 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,609 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $899,175 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $921,343 | 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 | $8,609 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,609 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,591 | OverpaymentAmt |
| Applied To ES Tax | $8,591 | 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 (6 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 | Trustee | 2.00 | $0 | $0 | $0 |
| Eric A Shumaker | ||||||||
| 7301 Mission Road Suite 144 | Prairie Village | KS | 66208 | Managing Trustee | 4.00 | $5,000 | $213 | $0 |
| Megan I Shumaker | ||||||||
| 7301 Mission Road Suite 144 | Prairie Village | KS | 66208 | Managing Trustee | 4.00 | $5,000 | $213 | $0 |
| Gregory Glore | ||||||||
| 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 | $77,000 | $2,149 | $0 |
| Bonny Jo Wheeler | ||||||||
| 7301 Mission Road Suite 144 | Prairie Village | KS | 66208 | Trustee | 4.00 | $5,000 | $150 | $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 | $74,135 | 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 | $17,971,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $821,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,793,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,793,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $281,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,511,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $925,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $925,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,609 | TotalTaxAmt |
| Distributable Before Adj | $916,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $916,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $916,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $921,343 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $921,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,609 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $912,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $916,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $780,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $921,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $780,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,809 | 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 | $776,173 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YWCA of St Joseph | ||||||
| 304 N 8th Street | St Joseph | MO | 64501 | PC | Operating grant | $1,000 |
| Visiting Nurses | ||||||
| 1500 Meadow Lake Parkway | Kansas City | MO | 64114 | PC | Operating grant | $3,000 |
| Van Go Mobile Arts | ||||||
| 715 New Jersey Street | Lawrence | KS | 66044 | PC | Program grant | $15,000 |
| Utah Film Center | ||||||
| 50 Broadway Suite 1125 | Salt Lake City | UT | 84101 | PC | Operating grant | $2,000 |
| United Inner City Services | ||||||
| 2008 East 12th Street | Kansas City | MO | 64127 | PC | Operating grant | $700 |
| UMKC Conservatory of Music | ||||||
| 4949 Cherry | Kansas City | MO | 64110 | PC | Operating grant | $3,500 |
| The Rabbit Hole | ||||||
| 1520 Clay Street | North Kansas City | MO | 64116 | PC | Program grant | $20,000 |
| The Children's Place | ||||||
| 2 E 59th Street | Kansas City | MO | 64113 | PC | Program grant | $10,786 |
| Sustainability Action Network | ||||||
| 1311 Prairie Avenue | Lawrence | KS | 66044 | PC | Program grant | $15,000 |
| SupportKC | ||||||
| 5960 Dearborn Street Suite 200 | Mission | KS | 66202 | PC | Operating grant | $10,000 |
| St Louis Public Schools Foundation | ||||||
| 801 North 11th Street 3rd Floor | St Louis | MO | 63101 | PC | Operating grant | $2,000 |
| St Louis Community Foundation | ||||||
| 2 Oak Knoll Park | Clayton | MO | 63105 | PC | Operating grant | $19,500 |
| St Joseph Youth Alliance | ||||||
| 5223 Mitchell Avenue | St Joseph | MO | 64507 | PC | Operating grant | $1,000 |
| Sharing Communities in Rosedale Inc | ||||||
| 1444 Southwest Boulevard | Kansas City | KS | 66103 | PC | Program grant | $19,000 |
| Second Harvest | ||||||
| 915 Douglas Street | St Joseph | MO | 64505 | PC | Operating grant | $500 |
| Saint Louis Story Stitchers Artists Collective | ||||||
| 616 North Skinker Boulevard | St Louis | MO | 63130 | PC | Operating grant | $500 |
| SafeHome | ||||||
| PO Box 4563 | Overland Park | KS | 66204 | PC | Program grant | $17,000 |
| Rose Brooks Center | ||||||
| PO Box 320599 | Kansas City | MO | 64132 | PC | Program grant | $25,000 |
| Roman Catholic Foundation | ||||||
| 12 Archbishop May Drive | St Louis | MO | 63319 | PC | Operating grant | $1,000 |
| Reach Out and Read | ||||||
| 2100 W 36th Avenue Suite 116 | Kansas City | KS | 66103 | PC | Program grant | $20,000 |
| PREP-KC | ||||||
| 800 W 47th Street Suite 525 | Kansas City | MO | 64112 | PC | Program grant | $25,000 |
| Pawprints on the Heartland | ||||||
| 487 East 560th Avenue | Pittsburg | KS | 66762 | PC | Operating grant | $4,000 |
| Noyes Home for Children | ||||||
| 801 Noyes Boulevard | St Joseph | MO | 64506 | PC | Operating grant | $2,000 |
| Northwest Missouri Children's Advocacy Center | ||||||
| 1807 N Woodbine Road Suite E | St Joseph | MO | 64506 | PC | Operating grant | $2,500 |
| Northest Community Center | ||||||
| 544 Wabash Avenue | Lawrence | KS | 64124 | PC | Program grant | $8,000 |
| NewHouse | ||||||
| PO Box 240019 | Kansas City | MO | 64124 | PC | Program grant | $25,000 |
| National Resources Defense Council | ||||||
| 40 W 20th Street | New York | NY | 10011 | PC | Operating grant | $1,686 |
| M'Shoogy's Emergency Animal Rescue | ||||||
| 11519 State Hwy C | Savannah | MO | 64485 | PC | Operating grant | $500 |
| MindDrive | ||||||
| 2615 Holmes | Kansas City | MO | 64108 | PC | Program grant | $20,000 |
| Metropolitan Org to Counter Sexual Assualt (MOCSA) | ||||||
| 3100 Broadway Street Suite 400 | Kansas City | MO | 64111 | PC | Program grant | $25,000 |
| Literacy KC | ||||||
| 3036 Troost Avenue | Kansas City | MO | 64109 | PC | Program grant | $14,000 |
| Lawrence Community Shelter | ||||||
| 3655 E 25th Street | Lawrence | KS | 66046 | PC | Operating grant | $5,000 |
| KC Pet Project | ||||||
| 4400 Raytown Road | Kansas City | MO | 64129 | PC | Program grant | $25,000 |
| Kansas City Wildlands | ||||||
| 1427 W 9th Street Suite 201 | Kansas City | MO | 64101 | PC | Operating grant | $9,000 |
| Kansas City Public Library | ||||||
| 4801 Main Street | Kansas City | MO | 64112 | PC | Operating grant | $700 |
| Just Food | ||||||
| 1000 E 11th Street | Lawrence | KS | 66046 | PC | Operating grant | $4,686 |
| Jazz St Louis | ||||||
| 3536 Washington Avenue | St Louis | MO | 63103 | PC | Operating grant | $2,500 |
| Jackson County CASA | ||||||
| 2544 Holmes | Kansas City | MO | 64108 | PC | Program grant | $25,000 |
| Hope House | ||||||
| PO Box 577 | Lees Summit | MO | 64063 | PC | Program grant | $20,000 |
| Heartland Conservation Alliance | ||||||
| 4750 Troost Avenue | Kansas City | MO | 64110 | PC | Program grant | $17,000 |
| GreenWorks in Kansas City | ||||||
| 4750 Troost | Kansas City | MO | 64110 | PC | Program grant | $25,000 |
| Greater Kansas City Community Foundation | ||||||
| 1055 Broadway 130 | Kansas City | MO | 64105 | PC | Program grant (Early Childhood Education Access Fund) | $50,000 |
| Giving Grove | ||||||
| 6917 Kensington Street | Kansas City | MO | 64132 | PC | Program grant | $20,000 |
| Friends of the Zoo Inc - Kansas City | ||||||
| 6800 Zoo Drive | Kansas City | MO | 64132 | PC | Program grant | $25,000 |
| Friends of the Free Clinic | ||||||
| 904 South 10th Street Suite A | St Joseph | MO | 64503 | PC | Operating grant | $2,000 |
| Flance Early Learning Center | ||||||
| 1908 OFallon Street | St Louis | MO | 63106 | PC | Operating grant | $2,000 |
| Douglas County Dental Clinc | ||||||
| 2210 Yale Road | Lawrence | KS | 66049 | PC | Operating grant | $3,000 |
| Douglas County CASA | ||||||
| 1009 New Hampshire Street | Lawrence | KS | 66044 | PC | Program grant | $30,000 |
| Cultivate Kansas City | ||||||
| 4223 Gibbs Road | Kansas City | KS | 66106 | PC | Program grant | $25,000 |
| Cristo Rey Kansas City | ||||||
| 211 W Linwood Boulevard | Kansas City | MO | 64111 | PC | Program grant | $15,000 |
| Coreluv International Inc | ||||||
| 12726 Moon Rd | Willis | TX | 77318 | PC | Operating grant | $9,475 |
| Contemporary Art Museum St Louis | ||||||
| 3750 Washington Boulevard | St Louis | MO | 63108 | PC | Operating grant | $500 |
| Community Environmental Legal Defense Fund | ||||||
| PO Box 360 | Mercerburg | PA | 17236 | PC | Program grant | $25,000 |
| Child Protection Center | ||||||
| 3101 Broadway Suite 750 | Kansas City | MO | 64111 | PC | Program grant | $20,000 |
| Chain of Hope KC | ||||||
| 2708 Tracy Avenue | Kansas City | MO | 64109 | PC | Operating grant | $4,000 |
| Center for Conflict Resolution | ||||||
| 1734 E 63rd St Suite 305 | Kansas City | MO | 64110 | PC | Program grant | $10,000 |
| Catholic Charities of Northeast Kansas | ||||||
| 9720 W 87th Street | Overland Park | KS | 66212 | PC | Program grant | $6,000 |
| Bridging the Gap | ||||||
| 1427 W 9th Street | Kansas City | MO | 64101 | PC | Program grant | $50,000 |
| Boys & Girls Clubs of Lawrence | ||||||
| 1520 Haskell Avenue | Lawrence | KS | 66044 | PC | Operating grant | $5,000 |
| BikeWalkKC | ||||||
| 1106 East 30th Street Suite G | Kansas City | MO | 64109 | PC | Program grant | $5,000 |
| Bert Nash Mental Health Center | ||||||
| 200 Maine Street | Lawrence | KS | 66044 | PC | Operating grant | $4,000 |
| Benedictine College | ||||||
| 1020 North 2nd Street | Atchison | KS | 66002 | PC | Operating grant | $1,000 |
| Ashbury United Methodist Church | ||||||
| 5400 West 75th Street | Prairie Village | KS | 66208 | PC | Operating grant | $686 |
| Arts Tech | ||||||
| 1522 Holmes | Kansas City | MO | 64108 | PC | Program grant | $20,000 |
| Artists Helping the Homeless Inc | ||||||
| 3625 Warwick Blvd | Kansas City | MO | 64111 | PC | Operating grant | $2,000 |
| Allied Arts Council of St Joseph | ||||||
| 118 S 8th Street | St Joseph | MO | 64501 | PC | Operating grant | $1,000 |
| ACLU | ||||||
| 6701 W 64th Street Suite 210 | Overland Park | KS | 66202 | PC | Operating grant | $6,000 |
| AAAS | ||||||
| 1200 New York Avenue NW | Washington | DC | 20005 | PC | Operating grant | $4,000 |
| 3930 Troost Foundation Inc | ||||||
| 2323 Grant Boulevard Suite 1100 | Kansas City | MO | 64108 | PC | Operating grant | $5,211 |
| 350org | ||||||
| 20 Jay Street | Brooklyn | NY | 11201 | PC | Operating grant | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,430 | 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 | $321,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $643,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $965,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $965,043 | 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 | $2,250 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,687 | 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 | $163 | SL | 7.000000000000 | $63 | $0 |
| FRIDGE, FAN, VACCUM | 2015-07-15 | $180 | $65 | SL | 7.000000000000 | $26 | $0 |
| OFFICE ARTWORK | 2015-08-03 | $130 | $44 | 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 | $50,792 |
| Corporate bonds | $658,644 | $670,359 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual funds | StockNm |
| EOY Book Value | $11,633,246 | EOYBookValueAmt |
| EOYFMV | $12,388,881 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,197 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,148 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $240,939 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $276,451 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Unit trusts | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $59,813 | BookValueAmt |
| EOYFMV | $37,759 | EOYFMVAmt |
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 | $226 | $215 |
| FRIDGE, FAN, VACCUM | $180 | $91 | $89 |
| OFFICE ARTWORK | $130 | $63 | $67 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $4,270 | LegalFeesAmt |
| Net Investment Income | $1,068 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,202 | 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 | $8,591 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office expenses | $9,914 | $0 | $9,914 |
| Payroll expenses | $900 | $0 | $900 |
| Insurance | $515 | $0 | $515 |
| Computer services | $128 | $0 | $128 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax payable | Desc |
| BOY Book Value | $11,244 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $75,291 | Amt |
| Net Investment Income | $75,291 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise taxes | CategoryTxt |
| Amt | $8,609 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |