SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: SHUMAKER FAMILY FOUNDATION (EIN 65-6406193)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-12
IRS object ID: 201631339349101503
Schema version: 2015v2.1
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
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 Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-12T10:25:34-05:00	ReturnTs
Tax Period End	2015-12-31	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	2015-01-01	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 No 230	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	2016-05-11	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

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	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	$17,021,957	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
Interest On Sav Rev And Expnss	$7	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$293,158	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$293,158	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,115,066	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,464,512	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,115,066	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,408,231	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,408,231	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$129,179	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$32,295	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$96,884	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$12,758	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$3,190	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$9,568	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$7,000	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$1,800	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$5,200	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$82,261	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$74,835	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$7,426	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$14,228	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$58	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$5,940	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$5,940	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$9,583	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$9,583	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$5,162	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$5,162	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$266,169	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$112,120	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$139,763	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$802,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$802,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,068,269	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$112,120	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$941,863	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$339,962	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,296,111	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$563,083	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,055,559	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,055,559	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$290,035	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$364,781	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$349,798	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$14,343,308	CorporateStockBOYAmt
Corporate Stock EOY	$13,281,451	CorporateStockEOYAmt
Corporate Stock EOYFMV	$14,053,830	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$649,906	CorporateBondsBOYAmt
Corporate Bonds EOY	$469,011	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$477,209	CorporateBondsEOYFMVAmt
Other Investments BOY	$80,604	OtherInvestmentsBOYAmt
Other Investments EOY	$80,604	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$70,069	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$8,629	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,936	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOY	$693	LandEOYAmt
Land EOYFMV	$693	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$14,799	OtherAssetsEOYAmt
Other Assets EOYFMV	$14,799	OtherAssetsEOYFMVAmt
Total Assets BOY	$15,926,936	TotalAssetsBOYAmt
Total Assets EOY	$16,266,898	TotalAssetsEOYAmt
Total Assets EOYFMV	$17,021,957	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	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	$15,926,936	RetainedEarningBOYAmt
Retained Earning EOY	$16,266,898	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,926,936	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$16,266,898	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,926,936	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$16,266,898	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,926,936	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$339,962	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$16,266,898	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$16,266,898	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	$4,464,512	GrossSalesPriceAmt
Cost Or Other Basis	$3,349,446	CostOrOtherBasisAmt
Gain Or Loss	$1,115,066	GainOrLossAmt
Gains Minus Excess Or Losses	$1,115,066	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,115,066	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$875,489	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$18,798,468	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.046572	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$811,475	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$17,889,782	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.045360	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$831,058	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$16,510,646	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.050335	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$726,191	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$16,735,203	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.043393	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$701,739	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,536,537	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.045167	DistributionYr5Rt
Total Distribution	0.230827	TotalDistributionRt
Average Distribution	0.046165	AverageDistributionRt
Net Vl Noncharitable Assets	$17,961,321	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$829,184	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$12,961	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$842,145	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$941,863	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	$12,961	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$12,961	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$12,961	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$27,100	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$27,100	TotalPaymentsAndCreditsAmt
Overpayment	$14,139	OverpaymentAmt
Applied To ES Tax	$13,200	AppliedToESTaxAmt
Refund	$939	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 230	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
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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

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 230	Prairie Village	KS	66208	Trustee	2.00	$0	$0	$0
Eric A Shumaker
7301 Mission Road Suite 230	Prairie Village	KS	66208	Managing Trustee	4.00	$25,000	$750	$0
Megan I Shumaker
7301 Mission Road Suite 230	Prairie Village	KS	66208	Managing Trustee	4.00	$25,000	$750	$0
Gregory Glore
7301 Mission Road Suite 230	Prairie Village	KS	66208	Trustee	4.00	$5,000	$0	$0
Laura Sloan
7301 Mission Road Suite 230	Prairie Village	KS	66208	Executive Director (May-Dec)	26.00	$37,917	$0	$0
Judy Wright
7301 Mission Road Suite 230	Prairie Village	KS	66208	Executive Director (Jan-May)	40.00	$36,262	$1,830	$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	$74,835	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	$17,570,981	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$663,863	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,234,844	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$18,234,844	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$273,523	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,961,321	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$898,066	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$898,066	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$12,961	TaxBasedOnInvestmentIncomeAmt
Total Tax	$12,961	TotalTaxAmt
Distributable Before Adj	$885,105	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$885,105	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$885,105	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$941,863	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$941,863	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$12,961	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$928,902	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$885,105	DistributableAsAdjustedAmt
Undistributed Income PY	$805,013	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$941,863	QualifyingDistributionsAmt
Applied To Year1	$805,013	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$136,850	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	$748,255	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 230	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 (65 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Bridging the Gap
435 Westport Rd	Kansas City	MO	64171	PC	Operating grant	$50,000
Community Environmental Legal Defense Fund
PO Box 360	Mercerburg	PA	17236	PC	Operating grant	$35,000
Rose Brooks Center
PO Box 320599	Kansas City	MO	64132	PC	Project grant	$30,000
Metropolitan Org to Counter Sexual Assualt (MOCSA)
3100 Broadway St Ste 400	Kansas City	MO	64111	PC	Program grant	$25,500
GreenWorks in Kansas City
4334 McGee St	Kansas City	MO	64111	PC	Program grant	$25,000
Jackson County CASA
625 E 25th St	Kansas City	MO	64108	PC	Operating grant	$25,000
Kansas City Zoo
6800 Zoo Dr	Kansas City	MO	64132	PC	Program grant	$25,000
KC Pet Project
4400 Raytown Rd	Kansas City	MO	64129	PC	Program grant	$25,000
Operation Breakthrough
3039 Troost Ave	Kansas City	MO	64109	PC	Program grant	$25,000
PREP-KC
800 W 47th St Ste 525	Kansas City	MO	64112	PC	Program grant	$25,000
Hope House
PO Box 577	Lees Summit	MO	64063	PC	Operating grant	$20,500
Child Protection Center
3101 Broadway Ste 750	Kansas City	MO	64111	PC	Operating grant	$20,000
Cristo Rey Kansas City
211 W Linwood Blvd	Kansas City	MO	64111	PC	Program grant	$20,000
KC Community Gardens
6917 Kensington	Kansas City	MO	64132	PC	Operating grant	$20,000
Leading Educators
4801 Rockhill Rd Ste 500	Kansas City	MO	64110	PC	Program grant	$20,000
MindDrive
2615 Holmes	Kansas City	MO	64108	PC	Program grant	$20,000
NewHouse
PO Box 240019	Kansas City	MO	64124	PC	Capital campaign	$20,000
Arts Tech
1522 Holmes	Kansas City	MO	64108	PC	Program grant	$15,000
HEART
PO Box 738	Mamaroneck	NY	10543	PC	Program grant	$15,000
Kansas City Library
14 W 10th St	Kansas City	MO	64105	PC	Program grant	$15,000
Pachamama Alliance
PO Box 29191	San Francisco	CA	94129	PC	Program grant	$15,000
UMKC Conservatory of Music
510 Rockhill Rd Ste 352	Kansas City	MO	64110	PC	Program grant	$15,000
Chain of Hope KC
8815 E 67th St	Raytown	MO	64136	PC	Operating grant	$11,900
Secondary Trauma Resource Center
PO Box 7101	Kansas City	MO	64113	PC	Program grant	$11,000
Sierra Club Foundation
85 Second St Ste 750	San Francisco	CA	94105	PC	Program grant	$10,000
United Inner City Services
2008 E 12th St	Kansas City	MO	64127	PC	Program grant	$10,000
Keystone Conservation
104 E Main St Ste 307	Bozeman	MT	59715	PC	Program grant	$6,000
SEE (Social and Environmental Entreprenuers) Innovation
68 Morningside Dr	Asheville	NC	28806	PC	Program grant	$6,000
Friends of Alouette
PO Box 531	Pennington	NJ	08534	PC	Program grant	$5,000
Kansas City Wildlands
1427 W 9th St Ste 201	Kansas City	MO	64101	PC	Program grant	$3,000
Center of Creative Arts
524 Trinity Avenue	St Louis	MO	63130	PC	Program grant	$1,500
New Nature Foundation
1632 Humboldt St	Denver	CO	80218	PC	Program grant	$1,500
HEART
3801 Topping Ave	Kansas City	MO	64129	PC	Program grant	$1,400
Community Women Against Hardship
3963 W Belle Pl	St Louis	MO	63112	PC	Program grant	$1,275
Annie Malone Children & Family Services
2612 Annie Malone Drive	St Louis	MO	63113	PC	Program grant	$1,125
Boys & Girls Clubs of Metropolitan St Louis
2901 N Grand Ave	St Louis	MO	63107	PC	Program grant	$1,000
Father's Support Center St Louis
4411 N Newstead Ave	St Louis	MO	63115	PC	Program grant	$1,000
HOMEWORKS
255 Linden Ave	St Louis	MO	63105	PC	Program grant	$1,000
Nine Network of Public Media
3655 Olive St	St Louis	MO	63103	PC	Program grant	$1,000
Raise Your Hands for Kids
PO Box 144	Jefferson City	MO	65102	PC	Program grant	$1,000
Reinvest North County Fund
350-B Village Square Dr	Hazelwood	MO	63042	PC	Program grant	$1,000
St Louis Black Repertory Theatre
6662 Olive Blvd	St Louis	MO	63130	PC	Program grant	$1,000
Urban League of Metropolitan St Louis
3701 Grandel Sq	St Louis	MO	63108	PC	Program grant	$1,000
Big Brothers Big Sisters of Greater St Joseph
1709 Walnut St	Kansas City	MO	64108	PC	Program grant	$500
Noyes Home for Children
801 Noyes Blvd	St Joseph	MO	64506	PC	Program grant	$500
Sojurners
3333 14th St NW Ste 200	Washington	DC	20010	PC	Program grant	$500
Douglas County CASA
1009 New Hampshire St	Lawrence	KS	66044	PC	Operating grant	$28,500
Great Plains SPCA
5428 Antioch Dr	Merriam	KS	66202	PC	Program grant	$25,000
KC Area Parents as Teachers Consortium
315 N Lindenwood	Olathe	KS	66062	PC	Program grant	$25,000
SafeHome
PO Box 4563	Overland Park	KS	66204	PC	Program grant	$25,000
Rainbow Mennonite Freedom School
1444 Southwest Blvd	Kansas City	KS	66103	PC	Program grant	$20,000
Reach Out and Read
2100 W 36th Ave Ste 116	Kansas City	KS	66103	PC	Program grant	$20,000
Annie Malone Children & Family Services
PO Box 266	Lawrence	KS	66044	PC	Program grant	$19,000
Van Go Mobile Arts
PO Box 153	Lawrence	KS	66044	PC	Program grant	$17,500
SupportKC
5960 Dearborn St Ste 200	Mission	KS	66202	PC	Program grant	$10,000
The Children's Place
2 East 59th St	Kansas City	MO	64113	PC	Operating grant	$10,000
Journey Community Church
6601 Monticello Rd	Shawnee	KS	66226	PC	Operating grant	$5,900
Just Food
1000 E 11th St	lawrence	KS	66046	PC	Operating grant	$3,500
Lawrence Humane Society
1805 E 19th St	Lawrence	KS	66046	PC	Operating grant	$2,500
American Heart Association of Kansas City
6800 W 93rd St	Overland Park	KS	66212	PC	Operating grant	$1,500
Wildwood Outdoor Education Center
7095 W 399th St	Lacyne	KS	66040	PC	Operating grant	$1,500
Mid-America Bully Breed Rescue
1901 Louisiana St	Lawrence	KS	66046	PC	Operating grant	$1,000
Corpus Christi Catholic Church
6001 Bob Billings Pkwy	Lawrence	KS	66049	PC	Operating grant	$500
Corpus Christi Church Parish School
6001 Bob Billings Pkwy	Lawrence	KS	66049	PC	Operating grant	$400
Lawrence High School
1901 Louisiana St	Lawrence	KS	66046	PC	Operating grant	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$802,100	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$293,158	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,115,066	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,408,231	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,408,231	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

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	2006-08-10	$7,878	$7,878	SL	7.000000000000	$0	$0
Printer, chair, keyboard	2015-06-04	$441		SL	7.000000000000	$37	$0
Fridge, fan, vacuum	2015-07-15	$180		SL	7.000000000000	$13	$0
Office artwork	2015-08-03	$130		SL	7.000000000000	$8	$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Corporate bonds	$422,548	$424,549
Foreign bonds	$46,463	$52,660

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	Mutual funds	StockNm
EOY Book Value	$13,281,451	EOYBookValueAmt
EOYFMV	$14,053,830	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$80,423	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$72,232	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$284,358	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$277,566	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	$80,604	BookValueAmt
EOYFMV	$70,069	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Office furniture & equipment	$7,878	$7,878	$0	$0
Printer, chair, keyboard	$441	$37	$404	$404
Fridge, fan, vacuum	$180	$13	$167	$167
Office artwork	$130	$8	$122	$122

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Legal fees	CategoryTxt
Legal Fees	$7,000	LegalFeesAmt
Net Investment Income	$1,800	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,200	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Deposits	$660	$660
Federal excise tax refundable	$14,139	$14,139

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office expenses	$2,693	$0	$2,693
Payroll expenses	$904	$0	$904
Insurance	$515	$0	$515
Membership dues	$920	$0	$920
Computer services	$130	$0	$130

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other professional fees	$7,426	$0	$7,426
Investment fees	$74,835	$74,835	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Federal excise taxes	CategoryTxt
Amt	$14,228	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt