SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 65-6406193)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349107574
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T06:38:47-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431794646 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 GRAND BOULEVARD SUITE 1040 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 STE 144 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SLOAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9134321772 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN D WELCH | PreparerPersonNm |
| PTIN | P00177410 | PTIN |
| Phone | 8167562620 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,767,980 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $462,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,180,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,725,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,180,406 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,642,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,642,482 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $123,665 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,916 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,749 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,960 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $740 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,220 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,120 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,162 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,424 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,887 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,661 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,809 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $13,809 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,978 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,978 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,121 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,032,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,032,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,331,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,188,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $310,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,554,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,967,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,355,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,355,449 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $216,933 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,395,247 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,362,679 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,417,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,020,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,790,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,059,007 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,778,705 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,793,350 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,450,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,464,052 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,811 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,599 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,212 | LandBOYAmt |
| Land EOY | $1,212 | LandEOYAmt |
| Land EOYFMV | $1,212 | LandEOYFMVAmt |
| Other Assets BOY | $9,785 | OtherAssetsBOYAmt |
| Other Assets EOY | $660 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $660 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,672,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,002,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,767,980 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20,560 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $12,482 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $33,042 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,672,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,969,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,672,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,969,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,672,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,002,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,672,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $310,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,982,666 | SubtotalAmt |
| Other Decreases | $13,627 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,969,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,178,614 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,544,926 | CostOrOtherBasisAmt |
| Gain Or Loss | $633,688 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $633,688 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,180,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,607 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,607 | SubtotalAmt |
| Tax Based On Investment Income | $21,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,125 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $31,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,125 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $40,125 | OriginalReturnTaxPaidAmt |
| Overpayment | $18,518 | OverpaymentAmt |
| Applied To ES Tax | $18,518 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | KS | 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SHUMAKERFAMIYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LAURA SLOAN | IndividualWithBooksNm |
| Phone | 9134321772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 MISSION ROAD SUITE 144 | AddressLine1Txt |
| City | PARIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| MEGAN SHUMAKER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | BOARD CHAIR | 004.00 | $5,000 | |
| ERIC SHUMAKER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| BONNY WHEELER | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| DAN CRANSHAW | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| TRACEY LEWIS | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | TRUSTEE | 004.00 | $5,000 | |
| LAURA SLOAN | |||||||
| 7301 MISSION ROAD SUITE 114 | PRAIRIE VILLAGE | KS | 66208 | EXECUTIVE DIRECTOR | 035.00 | $98,665 | $2,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPP ROTHWELL INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7300 COLLEGE BLVD SUITE 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 | $54,183 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,331,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $467,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,799,793 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,799,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $281,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,517,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $925,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $925,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,607 | TotalTaxAmt |
| Distributable Before Adj | $904,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $904,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $904,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,188,124 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,188,124 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $904,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,956 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $64,956 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,188,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,956 | AppliedToYear1Amt |
| Applied To Current Year | $904,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,885 | RemainingDistriFromCorpusAmt |
| Total Corpus | $283,841 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $283,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $64,956 | ExcessFromYear1Amt |
| Excess From Current Year | $218,885 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA SLOAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 9134321772 | RecipientPhoneNum |
| Recipient Email Address | LAURASHUMAKERFAMILY.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION FORM AND INFORMATION REQUIRED IS PROVIDED ON THE WEBSITE WWW.SHUMAKERFAMILYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFTER THE HARVEST | ||||||
| 6320 BROOKSIDE PLAZA SUITE 504 | KANSAS CITY | MO | 64113 | PC | Operating Grant | $15,000 |
| BRIDGING THE GAP | ||||||
| 1427 WEST 9TH STREET | KANSAS CITY | MO | 64101 | PC | Operating Grant | $35,000 |
| BUILDING EQUITY & ALIGNMENT FOR ENVIRONMENTAL JUSTICE (BEA) | ||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | PC | Operating Grant | $20,000 |
| CLIMATE ACTION KC | ||||||
| 600 BROADWAY BLVD SUITE 200 | KANSAS CITY | MO | 64105 | PC | Operating Grant | $15,000 |
| FARM SCHOOL AT GIBBS ROAD | ||||||
| 4223 GIBBS RD | KANSAS CITY | KS | 66106 | PC | Operating Grant | $20,000 |
| GLOBAL ONE URBAN FARMING | ||||||
| 3021 BALES AVE | KANSAS CITY | MO | 64128 | PC | Operating Grant | $20,000 |
| GROUNDWORK NORTHWEST REVITALIZATION GROUP | ||||||
| PO BOX 172403 | KANSAS CITY | KS | 66103 | PC | Operating Grant | $10,000 |
| HEART OF THE CITY NEIGHBORHOOD ASSOCIATION | ||||||
| PO BOX 300582 | KANSAS CITY | MO | 64130 | PC | Operating Grant | $10,000 |
| KC BLACK URBAN GROWERS | ||||||
| 4741CENTRALSTE124 4418HARRISON ST | KANSAS CITY | MO | 64112 | PC | Operating Grant | $10,000 |
| KC CAN COMPOST | ||||||
| 3119 TERRACE STREET | KANSAS CITY | MO | 64111 | PC | Operating Grant | $25,000 |
| KC PET PROJECT | ||||||
| 4400 RAYTOWN ROAD | KANSAS CITY | MO | 64129 | PC | Operating Grant | $25,000 |
| MARLBOROUGH COMMUNITY COALITION | ||||||
| 1809 EAST 80TH STREET | KANSAS CITY | MO | 64132 | PC | Operating Grant | $10,000 |
| MO COALITION FOR THE ENVIRONMENT | ||||||
| 3115 SOUTH GRAND BLVD SUITE 350 | KANSAS CITY | MO | 63118 | PC | Operating Grant | $37,000 |
| MO HIVES | ||||||
| 2825 SW MUIR DRIVE | LEES SUMMIT | MO | 64081 | PC | Operating Grant | $15,000 |
| MY REGION WINS | ||||||
| 7324 NORTON AVENUE | KANSAS CITY | MO | 64132 | PC | Operating Grant | $10,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10019 | PC | Operating Grant | $15,000 |
| RENEW MISSOURI | ||||||
| 915 EAST ASH STREET | COLUMBIA | MO | 65202 | PC | Operating Grant | $20,000 |
| A-FLAT MUSIC STUDIO | ||||||
| 609 SW MURRAY ROAD | LEES SUMMIT | MO | 64081 | PC | Operating Grant | $8,000 |
| BASE ACADEMY OF MUSIC | ||||||
| 31 WEST 31ST STREET | KANSAS CITY | MO | 64108 | PC | Operating Grant | $14,000 |
| BE GREAT TOGETHER KC | ||||||
| 4741 CENTRAL STREET SUITE 141 | KANSAS CITY | MO | 64112 | PC | Operating Grant | $25,000 |
| CREATIVE EMAJINATIONS | ||||||
| PO BOX 16072 | KANSAS CITY | MO | 64112 | PC | Operating Grant | $10,000 |
| EARLY ATARTUICS | ||||||
| 2008 EAST 12TH STREET | KANSAS CITY | MO | 64127 | PC | Operating Grant | $25,000 |
| ENTITLED LEARNING | ||||||
| 6708 EAST 73RD TERRACE | KANSAS CITY | MO | 64133 | PC | Operating Grant | $25,000 |
| ESSENTIAL FAMILIES | ||||||
| 2409 PROSPECT AVENUE SUITE 413 | KANSAS CITY | MO | 64127 | PC | Operating Grant | $20,000 |
| LEARN TECHQUITYWECODE KC | ||||||
| 5008 PROSPECT AVENUE SUITE 111 | KANSAS CITY | MO | 64130 | PC | Operating Grant | $30,000 |
| LYRIK'S INSTITUTION | ||||||
| 7201 EAST 67TH STREET | KANSAS CITY | MO | 64133 | PC | Operating Grant | $25,000 |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 3200 BROADWAY BLVD | KANSAS CITY | MO | 64111 | PC | Operating Grant | $20,000 |
| MISSION VISION PROJECT | ||||||
| PO BOX 32134 | KANSAS CITY | MO | 64171 | PC | Operating Grant | $25,000 |
| PROVIDENCE SCHOOL OF ARTS | ||||||
| 5809 MICHIGAN AVENUE | KANSAS CITY | MO | 64130 | PC | Operating Grant | $10,000 |
| TEACHERS LIKE ME | ||||||
| 4128 TRACY AVENUE | KANSAS CITY | MO | 64110 | PC | Operating Grant | $20,000 |
| UPPER ROOM | ||||||
| 300 EAST 39TH STREET SUITE 4A | KANSAS CITY | MO | 64111 | PC | Operating Grant | $25,000 |
| URBAN SCHOLASTIC CENTER | ||||||
| 2900 MINNESOTA AVENUE | KANSAS CITY | KS | 66102 | PC | Operating Grant | $20,000 |
| FRIENDS OF YATES | ||||||
| 1418 GARFIELD AVENUE | KANSAS CITY | KS | 66104 | PC | Operating Grant | $25,000 |
| FRONT PORCH ALLIANCE | ||||||
| 3210 MICHIGAN AVENUE | KANSAS CITY | MO | 64109 | PC | Operating Grant | $25,000 |
| GENERATING INCOME FOR TOMMOROW (GIFT) | ||||||
| 5008 PROSPECT AVENUE | KANSAS CITY | MO | 64130 | PC | Operating Grant | $17,500 |
| GREENLINE FOUNDATION | ||||||
| 3230 BENTON BOULEVARD | KANSAS CITY | MO | 64128 | PC | Operating Grant | $17,500 |
| HIGH ASPIRATION | ||||||
| 6320 BROOKSIDE PLAZA SUITE 263 | KANSAS CITY | MO | 64113 | PC | Operating Grant | $20,000 |
| THE HOPE CENTER | ||||||
| 2800 EAST LINWOOD BLVD | KANSAS CITY | MO | 64128 | PC | Operating Grant | $15,000 |
| JUSTICE FOR WYANDOTTE | ||||||
| 6610 BERRY ROAD | KANSAS CITY | KS | 66106 | PC | Operating Grant | $10,000 |
| KC FOR REFUGEES | ||||||
| 11111 APPLE DRIVE | KANSAS CITY | MO | 64134 | PC | Operating Grant | $25,000 |
| MO WORKERS CENTER | ||||||
| 5252 NOTTINGHAM AVENUE | SAINT LOUIS | MO | 63109 | PC | Operating Grant | $30,000 |
| PROSPECT BUSINESS ASSOCIATION | ||||||
| 2420 EAST LINWOOD BLVD SUITE 201 | KANSAS CITY | MO | 64109 | PC | Operating Grant | $25,000 |
| STRATEGIC WORKFORCE DEVELOPMENT | ||||||
| 111 WEST 10TH STREET | KANSAS CITY | MO | 64105 | PC | Operating Grant | $30,000 |
| URBAN LEAGUE OF KC | ||||||
| 1710 PASEO BLVD | KANSAS CITY | MO | 64108 | PC | Operating Grant | $15,000 |
| URBNHUB | ||||||
| 2300 MAIN STREET SUITE 180 | KANSAS CITY | MO | 64108 | PC | Operating Grant | $15,000 |
| WONDERSCOPE | ||||||
| 433 EAST RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | PC | Operating Grant | $6,000 |
| BETHEL NEIGHBORHOOD CENTER | ||||||
| 14 S 7th | KANSAS CITY | KS | 66101 | PC | Operating Grant | $4,000 |
| JEWISH FAMILY SERVICES | ||||||
| 425 E 63RD STREET | KANSAS CITY | MO | 64110 | PC | Operating Grant | $1,000 |
| STITCHING CHANGE | ||||||
| 613N 6TH STREET 1ST FLOOR | KANSAS CITY | KS | 66101 | PC | Operating Grant | $1,000 |
| BOYS & GIRLS CLUB | ||||||
| 1520 HASKELL AVENUE | LAWRENCE | KS | 66044 | PC | Operating Grant | $2,500 |
| FRIENDS OF THE KAW | ||||||
| PO BOX 1612 | LAWRENCE | KS | 66044 | PC | Operating Grant | $2,500 |
| BERT NASH MENTAL HEALTH CENTER | ||||||
| 200 MAINE STREET SUITE A | LAWRENCE | KS | 66044 | PC | Operating Grant | $5,000 |
| DOUGLAS COUNTY CASA | ||||||
| 725 NORTH 2ND STREET | LAWRENCE | KS | 66044 | PC | Operating Grant | $5,000 |
| JUST FOOD | ||||||
| 1000 EAST 11TH STREET | LAWRENCE | KS | 66046 | PC | Operating Grant | $5,000 |
| LAWRENCE COMMUNITY CENTER | ||||||
| 3655 EAST 25TH STREET | LAWRENCE | KS | 66046 | PC | Operating Grant | $5,000 |
| MIND DRIVE | ||||||
| 2615 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | Operating Grant | $2,500 |
| VAN GO | ||||||
| 715 NEW JERSEY STREET | LAWRENCE | KS | 66044 | PC | Operating Grant | $2,500 |
| FRIENDS OF THE FREE CLINIC | ||||||
| 904 SOUTH 10TH STREET | SAINT JOSEPH | MO | 64503 | PC | Operating Grant | $1,000 |
| VOICES OF COURAGE CHILD ADVOCACY CENTER | ||||||
| 1807 NORTH WOODBINE ROAD | SAINT JOSEPH | MO | 64506 | PC | Operating Grant | $1,500 |
| ARTISTS HELPING THE HOMELESS | ||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | Operating Grant | $1,500 |
| FRIENDS OF THE ANIMAL SHELTER OF ST JOSEPH | ||||||
| 701 SW LOWER LAKE ROAD | SAINT JOSEPH | MO | 64504 | PC | Operating Grant | $1,500 |
| CARE BEYOND THE BOULEVARD | ||||||
| 5100 LINWOOD BLVD | KANSAS CITY | MO | 64128 | PC | Operating Grant | $1,000 |
| NOYES HOME FOR CHILDRENT | ||||||
| 801 NOYES BLVD | SAINT JOSEPH | MO | 64506 | PC | Operating Grant | $1,000 |
| 5TH CIRCUIT CASA OF MISSOURI | ||||||
| 411 JULES B-3 | SAINT JOSEPH | MO | 64501 | PC | Operating Grant | $1,500 |
| TOIGO FOUNDATION | ||||||
| 555 12ST STREET SUITE 275 | OAKLAND | CA | 94612 | PC | Operating Grant | $3,000 |
| UNIVERSITY HEALTH FOUNDATION--TRUMAN | ||||||
| 2310 HOLMES STREET SUITE 735 | KANSAS CITY | MO | 64108 | PC | Operating Grant | $8,200 |
| AMERICAN JAZZ MUSUEM | ||||||
| 1616 EAST 18TH STREET | KANSAS CITY | MO | 64108 | PC | Operating Grant | $6,000 |
| URBAN NEIGHBORHOOD INITIATIVE | ||||||
| 2300 MAIN STREET SUITE 180 | KANSAS CITY | MO | 64108 | PC | Operating Grant | $6,000 |
| KCUR PUBLIC RADIO | ||||||
| 4825 TROOST SUITE202 | KANSAS CITY | MO | 64110 | PC | Operating Grant | $6,000 |
| MELISSA'S SECOND CHANCES | ||||||
| 11015 W 75TH STREET | SHAWNEE | KS | 66214 | PC | Operating Grant | $3,000 |
| TRUMAN MEDICAL CENTER FOUNDATION | ||||||
| 4741 CENTRALSUITE141 | KANSAS CITY | MO | 64112 | PC | Operating Grant | $1,000 |
| BE GREAT TOGETHER | ||||||
| 4741 CENTRAL STREET SUITE 141 | KANSAS CITY | MO | 64112 | PC | Operating Grant | $8,000 |
| KS BLACK LEADERSHIP COUNCIL (RUBY BRIDGES WALK TO SCHOOL DAY) | ||||||
| 504 PERRY STREET | LAWRENCE | KS | 66044 | PC | Operating Grant | $2,000 |
| UNITED WAY OF GREATER ST JOSEPH | ||||||
| 118 SOUTH 5TH STREET | SAINT JOSEPH | MO | 64501 | PC | Operating Grant | $2,000 |
| A-FLAT STUDIO | ||||||
| 609 SW MURRAY ROAD | LEES SUMMIT | MO | 64081 | PC | Operating Grant | $2,500 |
| ST JOSEPH YOUTH ALLIANCE | ||||||
| 5223 MITCHELL AVENUE | SAINT JOSEPH | MO | 64507 | PC | Operating Grant | $1,500 |
| ALLIES ARTS OF ST JOSEPH | ||||||
| 118 SOUTH 8TH STREET | SAINT JOSEPH | MO | 64501 | PC | Operating Grant | $1,000 |
| YWCA OF ST JOSEPH | ||||||
| 304 NORTH 8TH STREET | SAINT JOSEPH | MO | 64501 | PC | Operating Grant | $2,000 |
| CHAIN OF HOPE | ||||||
| PO BOX 16926 | KANSAS CITY | MO | 64133 | PC | Operating Grant | $5,000 |
| CALVARY COMMUNITY OUTREACH NETWORK | ||||||
| 3002 HOLMES STREET | KANSAS CITY | MO | 64109 | PC | Operating Grant | $4,000 |
| UPSTREAM | ||||||
| PO BOX 1352 | DAMARISCOTTA | ME | 04543 | PC | Operating Grant | $2,000 |
| BRIDGING THE GAP (KC WILDLANDS) | ||||||
| 1427 WEST 9TH STREET | KANSAS CITY | MO | 64101 | PC | Operating Grant | $4,000 |
| UMKC FOUNDATION (KATRINKA SIZMEORE SCHOLARSHIP) | ||||||
| 4949 CHERRY STREET | KANSAS CITY | MO | 64110 | PC | Operating Grant | $4,000 |
| ACLU OF KANSAS FOUNDATION | ||||||
| 6701 WEST 64TH STREET SUITE 210 | OVERLAND PARK | KS | 66202 | PC | Operating Grant | $8,000 |
| GREAT PLAINS SPCA | ||||||
| 5424 ANTIOCH DRIVE | MERRIAM | KS | 66202 | PC | Operating Grant | $3,000 |
| BETA LAMBDA EDUCATIONAL INSTITUTE | ||||||
| 10010 EAST 87TH STREET | RAYTOWN | MO | 64138 | PC | Operating Grant | $1,100 |
| EXCELERATE PHENOM TRACK CLUB | ||||||
| 7301 MISSION ROAD | PRAIRE VILLAGE | KS | 66208 | PC | Operating Grant | $1,100 |
| PROSPECT BUSINESS ASSOCIATION | ||||||
| 2420 EAST LINWOOD BLVD SUITE 201 | KANSAS CITY | MO | 64109 | PC | Operating Grant | $1,200 |
| ST THERESA ACADEMY (BARBARA MOORE SOCIETY) | ||||||
| 5600 MAIN STREET | KANSAS CITY | MO | 64113 | PC | Operating Grant | $1,100 |
| KCPS EDUCATION FOUNDATION | ||||||
| 2923 TROOST AVE | KANSAS CITY | MO | 64109 | PC | Operating Grant | $1,200 |
| GENERATING INCOME FOR TOMORROWGIFT | ||||||
| 5008 PROSPECT AVENUE | KANSAS CITY | MO | 64130 | PC | Operating Grant | $1,100 |
| PRAIRIE BAPTIST CHURCH | ||||||
| 7416 ROE AVENUE | PRAIRE VILLAGE | KS | 66208 | PC | Operating Grant | $5,000 |
| KS BLACK LEADERSHIP COUNCIL (RUBY BRIDGES WALK TO SCHOOL DAY) | ||||||
| 5100 LINWOOD BLVD | KANSAS CITY | MO | 64128 | PC | Operating Grant | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,032,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,180,406 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,642,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,642,482 | 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 | Accountig fee and tax preparation | CategoryTxt |
| Amt | $5,550 | Amt |
| Net Investment Income | $1,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,162 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,778,705 | EOYBookValueAmt |
| EOYFMV | $2,793,350 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $9,020,806 | EOYBookValueAmt |
| EOYFMV | $11,790,576 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $650,812 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $624,006 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $744,435 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $738,673 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,450,000 | BookValueAmt |
| EOYFMV | $1,464,052 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture, Fixtures Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $9,811 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,599 | AccumulatedDepreciationAmt |
| Book Value | $1,212 | BookValueAmt |
| EOYFMV | $1,212 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fee | CategoryTxt |
| Legal Fees | $3,120 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $660 | $660 | $660 |
| Prepaid taxes | $9,125 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued payroll expenses included in net assets last year | Desc |
| Amt | $13,627 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $415 | $415 |
| MEMBERSHIP DUES | $2,425 | $2,425 |
| COMPUTER SERVICES | $3,749 | $3,749 |
| PAYROLL EXPENSES | $1,200 | $1,200 |
| OTHER EXPENSES | $478 | $478 |
| SUPPLIES | $395 | $395 |
| COMMUNICATION | $1,396 | $1,396 |
| BANK FEES | $63 | $63 |
| OTHER | $30,961 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $12,482 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR | $54,183 | $53,099 | $1,084 |
| GRANT MANAGEMENT SYSTEM | $10,340 | $10,340 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,548 | $1,887 | $5,661 |
| 2024 EXCISE TAX | $21,607 |