LANG ROGERS FAMILY FOUNDATION 1113: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LANG ROGERS FAMILY FOUNDATION 1113 (EIN 30-6176252)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-17
- IRS object ID
- 201941689349100554
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-17T10:13:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1824 | AddressLine1Txt |
| City | Joplin | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 648021824 | 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 | 306176252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANG ROGERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIMOTHY L ROGERS | InCareOfNm |
| Business Name Control | LANG | BusinessNameControlTxt |
| Phone | 9137105189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10514 BALLENTINE ST | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662143047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY L ROGERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9137105189 | PhoneNum |
| Signature | 2019-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Gray | PreparerPersonNm |
| PTIN | P00423594 | PTIN |
| Phone | 4176241065 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43032620191685000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 345F08D4B8091079C0108FD3332A57EDDA287318 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3432A87FBFF9491E59BD7298F2E512B0D9B3700 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $864,714 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,530 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,390 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,156 | CashBOYAmt |
| Cash EOY | $70,360 | CashEOYAmt |
| Cash EOYFMV | $70,360 | CashEOYFMVAmt |
| Corporate Stock BOY | $93,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $93,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $384,967 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $447,119 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $416,198 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $409,387 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $162,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $162,100 | OtherAssetsEOYAmt |
| Total Assets BOY | $775,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $742,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $864,714 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $775,003 | CapitalStockBOYAmt |
| Capital Stock EOY | $742,287 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $775,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $742,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $775,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $742,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $775,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $742,330 | SubtotalAmt |
| Other Decreases | $43 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $742,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PIONEER MA ULTSHT INC A | PropertyDesc |
| Acquired | 2012-09-05 | AcquiredDt |
| Sold | 2018-12-26 | SoldDt |
| Gross Sales Price | $40,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $40,647 | CostOrOtherBasisAmt |
| Gain Or Loss | -$604 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$647 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$604 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,040,669 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,074,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048937 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,006 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,056,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,502 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $932,899 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,342 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $921,335 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03836 | DistributionYr5Rt |
| Total Distribution | 0.229838 | TotalDistributionRt |
| Average Distribution | 0.045968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $932,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,390 | 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 | $203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $203 | SubtotalAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $37 | OverpaymentAmt |
| Applied To ES Tax | $37 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY L ROGERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9137105189 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10514 BALLENTINE ST | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662143047 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY L ROGERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10514 BALLENTINE ST | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662143047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $908,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $947,132 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $947,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $932,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203 | TotalTaxAmt |
| Distributable Before Adj | $46,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $203 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,707 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,707 | AppliedToYear1Amt |
| Applied To Current Year | $683 | 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 |
| Undistributed Income CY | $45,760 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GRACE EPISCOPAL CHURCH | |||||||
| 820 HOWARD | CARTHAGE | MO | 64836 | PC | TO PROVIDE FUNDS TO THE GRACE CHURCH SO THAT THEY MAY FURTHER THEIR EXEMPT PURPOSE. | $5,000 | |
| WAYSIDE WAIFS | |||||||
| 3901 E MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | PC | GRANT BENEFIT | $5,000 | |
| GREAT PLAINS SPCA | |||||||
| 5424 ANTIOCH DR | MERRIAM | KS | 66203 | PC | GRANT BENEFIT | $3,000 | |
| LINDEN HALL SCHOOL | |||||||
| 212 E MAIN ST | LITITZ | PA | 17543 | PC | GRANT BENEFIT | $2,000 | |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | PC | GRANT BENEFIT | $2,000 | |
| THE WETLANDS INSTITUTE | |||||||
| 1075 STONE HARBOR BLVD | STONE HARBOR | NJ | 082471424 | PC | GRANT BENEFIT | $4,000 | |
| NJA NATURE CENTER | |||||||
| 1600 DELAWARE AVE | CAPE MAY | NJ | 08204 | PC | GRANT BENEFIT | $2,000 | |
| MARINE CORPS HERITAGE FOUNDATION | |||||||
| 3800 FETTLER PARK DRIVE | DUMFRIES | VA | 22025 | PC | GRANT BENEFIT | $5,000 | SUITE 104 |
| CAPE MAY COUNTY ZOO | |||||||
| 4 MOORE ROAD DN 801 | CAPE MAY COURT HOUSE | NJ | 08210 | PC | GRANT BENEFIT | $3,000 | |
| STONE HARBOR BIRD SANCTUARY | |||||||
| 112TH 2ND AVE | STONE HARBOR | NJ | 08247 | PC | GRANT BENEFIT | $2,000 | |
| JOHN AUSTIN CHELEY FOUNDATION | |||||||
| 802 EAST 19TH AVENUE | DENVER | CO | 80218 | PC | GRANT BENEFIT | $2,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | GRANT BENEFIT | $1,000 | |
| CARTHAGE R-9 SCHOOL FOUNDATION | |||||||
| 710 LYON ST | CARTHAGE | MO | 64836 | PC | GRANT BENEFIT | $2,000 | |
| MISSOURI PRAIRIE FOUNDATION | |||||||
| PO BOX 200 | COLUMBIA | MO | 65205 | PC | GRANT BENEFIT | $1,000 | |
| OPERATION WILDLIFE | |||||||
| 23375 GUTHRIE RD | LINWOOD | KS | 66052 | PC | GRANT BENEFIT | $1,000 | |
| CITY OF LAKES WALDORF SCHOOL | |||||||
| 2344 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | PC | GRANT BENEFIT | $2,000 | |
| NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PC | GRANT BENEFIT | $500 | |
| STONE HARBOR RESCUE SQUAD | |||||||
| PO BOX 559 | STONE HARBOR | NJ | 08247 | PC | GRANT BENEFITS | $1,000 | |
| STONE HARBOR VOLUNTEER FIRE DEPT | |||||||
| 175 96TH ST | STONE HARBOR | NJ | 08247 | PC | GRANT BENEFITS | $1,000 | |
| ST PETER & ALL SAINTS EPISCOPAL CHURCH | |||||||
| 100 E RED BRIDGE RD | KANSAS CITY | MO | 64114 | PC | TO PROVIDE FUNDS TO THE GRACE CHURCH SO THAT THEY MAY FURTHER THEIR EXEMPT PURPOSE. | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 12 | ExclusionCd |
| Exclusion | -$604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,926 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP TAX PREP FEES | CategoryTxt |
| Amt | $1,390 | Amt |
| Disbursements Charitable Prps | $1,390 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIONEER MULTI ASSET ULTRASPORT | $416,198 | $409,387 |
| 55,000 JOPLIN MO 6.75% |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $93,628 | EOYBookValueAmt |
| EOYFMV | $384,967 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DONATED STOCK BASIS | ||
| EXCESS FMV > COST | $162,100 | $162,100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Amt | $43 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $209 | Amt |
| Net Investment Income | $209 | NetInvestmentIncomeAmt |