KELLY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KELLY FAMILY FOUNDATION (EIN 27-6825262)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-27
IRS object ID
202500869349100110
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-27T07:13:34-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823572825PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KFE Investments LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14615 N 111th StreetAddressLine1Txt
CityKansas CityCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276825262EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kelly Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKELLBusinessNameControlTxt
Phone9132101788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3955AddressLine1Txt
CityOlatheCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66063ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBonnie C KellyPersonNm
Person TitleTrusteePersonTitleTxt
Signature2025-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSara StublerPreparerPersonNm
PTINP01332766PTIN
Phone9132078853PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,411,532FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$73,198InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73,198InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$783,648DividendsRevAndExpnssAmt
Dividends Net Invst Incm$783,648DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$284,095NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,492,208GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$284,095CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,140,941TotalRevAndExpnssAmt
Total Net Invst Incm$1,140,941TotalNetInvstIncmAmt
Taxes Rev And Expnss$4,930TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,930TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$116,713OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$116,713OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$121,643TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$121,643TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,857,410ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,857,410ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,979,053TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$121,643TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,857,410TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,838,112ExcessRevenueOverExpensesAmt
Net Investment Income$1,019,298NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,434,397CashBOYAmt
Cash EOY$997,729CashEOYAmt
Cash EOYFMV$997,729CashEOYFMVAmt
Corporate Stock BOY$17,304,182CorporateStockBOYAmt
Corporate Stock EOY$19,114,766CorporateStockEOYAmt
Corporate Stock EOYFMV$23,348,386CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,320,873CorporateBondsBOYAmt
Corporate Bonds EOY$5,186,483CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,065,417CorporateBondsEOYFMVAmt
Total Assets BOY$26,059,452TotalAssetsBOYAmt
Total Assets EOY$25,298,978TotalAssetsEOYAmt
Total Assets EOYFMV$29,411,532TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$26,059,452RetainedEarningBOYAmt
Retained Earning EOY$25,298,978RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,059,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,298,978TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,059,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,298,978TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,059,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,838,112ExcessRevenueOverExpensesAmt
Other Increases$2,077,638OtherIncreasesAmt
Subtotal$25,298,978SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,298,978TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Capital Gain DistributionsP2024-12-31$119,304$119,304$119,304
ST Covered from Investments AccountsP2024-12-31$841,560$40,087$40,087$801,473
LT Covered from Investments AccountsP2024-12-31$2,505,085$117,833$117,833$2,387,252
LT Noncovered from Investment AccountsP2024-12-31$26,259$6,871$6,871$19,388
FieldValueIRS element (for citing)
Capital Gain Net Income$284,095CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,168InvestmentIncomeExciseTaxAmt
Subtotal$14,168SubtotalAmt
Tax Based On Investment Income$14,168TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,601EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,601TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$41EsPenaltyAmt
Tax Due$4,608TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Bonnie C KellyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9132101788PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3955AddressLine1Txt
CityOlatheCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66063ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Bonnie C Kelly
PO Box 3955OlatheKS66063Trustee1.00$0
Gerald A Kelly Jr
PO Box 3955OlatheKS66063Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,470,915AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$271,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,742,849TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$30,742,849AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$461,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,281,706NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,514,085MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,514,085MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,168TaxBasedOnInvestmentIncomeAmt
Total Tax$14,168TotalTaxAmt
Distributable Before Adj$1,499,917DistributableBeforeAdjAmt
Distributable Before Ded$1,499,917DistributableBeforeDedAmt
Distributable As Adjusted$1,499,917DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,857,410ExpensesAndContributionsAmt
Qualifying Distributions$3,857,410QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,499,917DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$931,660ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,241,866ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,469,663ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,029,534ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,536,970ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,209,693TotalExcessDistributionCyovAmt
Qualifying Distributions$3,857,410QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,499,917AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,357,493RemainingDistriFromCorpusAmt
Total Corpus$8,567,186TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$931,660ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,635,526ExcessDistriCyovToNextYrAmt
Excess From Year4$1,241,866ExcessFromYear4Amt
Excess From Year3$1,469,663ExcessFromYear3Amt
Excess From Year2$1,029,534ExcessFromYear2Amt
Excess From Year1$1,536,970ExcessFromYear1Amt
Excess From Current Year$2,357,493ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBonnie C KellyContributingManagerNm
Contributing ManagerGerald A Kelly JrContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBonnie C KellyRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3955AddressLine1Txt
CityOlatheCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66063ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9132101788RecipientPhoneNum
Form And Info And MaterialsUnspecifiedFormAndInfoAndMaterialsTxt
Submission DeadlinesNot ApplicableSubmissionDeadlinesTxt
Restrictions On AwardsAll submissions should relate to the foundation's mission statement and be used to improve the quality of life in children, women and animals within the United States by supporting programs that focus on education, mental and physical wellness and caliber of life.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Backpack Buddies Seabrook Island
130 Gardeners Circle PMB KJohns IslandSC29455PCTo feed hungry children living below the poverty line attending Charleston County, SC public schools.$2,000
Barrier Island Free Medical Clinic
3226 Maybank Hwy Building CJohns IslandSC29455PCDonation to provide medical support to those in need.$25,000
The Bement School
94 Old Main Street PO Box 8DeerfieldMA01342PCTo help student programs and further student success.$20,000
Benedictine Sis of Perpetual Adorat
31970 State Hwy PClydeMO64432PCTo support the ministry of charity, community life, and offering a space for silence, prayer, and spiritual hospitality in a shared environment of monastic peace.$25,000
Birthright of Kansas City
6309 Walnut StKansas CityMO64113PCTo provide support for pregnant women.$5,000
Bravo Vail
2271 North Frontage Rd W Suite CVailCO81657PCTo enrich people's lives by fostering music education and promoting an appreciation of the arts.$5,000
Catholic Charities of KC - St Josep
4001 Blue Parkway Suite 250Kansas CityMO64130PCTo help the Catholic Church provide to charity to the underprivileged.$15,000
Catholic Charities of NE Kansas
9720 West 87th StOverland ParkKS66212PCTo help the Catholic Church provide charity to the underprivileged.$15,000
Catholic Education Foundation
12615 Parallel ParkwayKansas CityKS66109PCTo help provide Catholic education for underprivileged children.$125,000
Charleston Area Therapeutic Riding
2669 Hamilton RdJohns IslandSC29455PCTo assist with providing quality therapeutic horseback riding programs to individuals with a wide variety of disabilities in a safe and enjoyable environment.$50,000
Charleston Collegiate School
2024 Academy DrJohns IslandSC29455PCTo support education.$5,000
City Union Mission
1100 E 11th StKansas CityMO64106PCTo help provide clothing and other items for the poor and homeless.$5,000
Comm Adolescent Resource Education
247 Cabot StHolyokeMA01040PCTo provide education, social and other support services for parenting, pregnant or at-risk teenagers.$40,000
Cristo Rey Kansas City
211 W Linwood BlvdKansas CityMO64111PCTo help a Sisters of Charity High School provide college prep and education scholarships.$15,000
Cultural Enrichment Center of FC
2439 S College Ave Suite CFort CollinsCO80525PCTo help connect participants with history, literature, arts, music, dance, traditions, and folklore of the African American experience.$30,000
Doctors Without Borders
333 7th AveNew YorkNY10001PCTo deliver independent medical care to victims of armed conflict, bring relief in the aftermath of natural or man-made disasters, and fight deadly epidemics in more than 70 countries around the world.$10,000
Florence Crittenton Programs of SC
19 Saint Margaret StreetCharlestonSC29403PCTo help provide hope, safety, and opportunity to at-risk, pregnant, and parenting young women in order to instill self-worth and self-sufficiency.$20,000
Foster Adopt Connect
901 N 8th StreetKansas CityKS66101PCTo help serve children in foster care and the families caring for them.$20,000
Gabriel Project KC
12615 Parallel PkwyKansas CityKS66109PCTo fund respect life initiatives for pregnant mothers in need throughout the greater KC metropolitan area.$390,000
Habitat for Humanity Sea Island
2545 Bohicket RoadJohns IslandSC29455PCTo help build homes and improve lives.$35,000
Harlem Lacrosse
8 West 126th StreetNew YorkNY10027PCTo help youth with academic support, mentoring, leadership training, college readiness career exploration, admissions counseling and lacrosse instruction.$25,000
Holy Cross Catholic School
8101 West 95th StreetOverland ParkKS66212PCTo help fund Holy Cross student scholarships.$20,000
Inclusion Connections
2073 E Santa FeOlatheKS66062PCTo assist teens and young adults with disabilities by creating inclusive opportunities for community involvement.$10,000
Johnson County IHN
6315 W 110th StreetOverland ParkKS66211PCTo help restore stability to situationally homeless families in Johnson County.$10,000
Juvenile Diabetes Research Foundati
215 W Pershing Rd 300Kansas CityMO64108PCTo help find a cure for type 1 diabetes and its complications through the support of research.$5,000
Kansas City Hospice
9001 State Line Road Suite 300Kansas CityMO64114PCTo help provide comprehensive expert care for all ages at all stages of serious illness.$5,000
KU Endowment
3901 Rainbow BlvdKansas CityKS66160PCTo help provide the highest level of cancer research, prevention, treatment and survivorship programs and services.$500,000
Kiawah Cares Foundation
23 Beachwalker DrKiawah IslandSC29455PCTo help celebrate a community, as well as work together to address social issues on the islands of Kiawah, Johns and Wadmalaw.$5,000
Kiawah Conservancy
80 Kestrel CtKiawah IslandSC29455PCTo preserve and enhance Kiawah Island's unique balance of nature and development.$2,500
KVC Health Systems
21350 W 153rd StOlatheKS66061PCTo assist children and families with mental health care, medical, social services and education.$10,000
Love Fund for Children
3030 SummitKansas CityMO64108PCHelping build a Kansas City community in which every child lives a life without need.$10,000
My Sister's House
3053 Freeport Blvd 120SacramentoCA95818PCTo eliminate domestic violence, sexual assault, and human trafficking in the community.$15,000
Noora Health
2443 Fillmore St 380-3203San FranciscoCA94115PCTo build programs to equip caregivers, strengthen health systems, and transform the way care is delivered.$15,000
Northampton Survival Center
265 Prospect StreetNorthampton MAMA01060PCDonation to help provide low-income individuals and families in the Hampshire County with nutritious food and other resources.$25,000
Phoenix Family
3908 WashingtonKansas CityMO64111PCTo help with programs that enable people to stay in their homes and with their families while they make progress towards and attain self-sufficiency.$5,000
Rockhurst High School
9301 State3 Line RDKansas CityMO64114PCTo help provide education to young boys based on Jesuit ideals and Catholic educational tradition.$1,112,610
Safehome Inc
PO Box 4563Overland ParkKS66204PCTo break the cycle of domestic violence and partner abuse for victims and their children by providing shelter, advocacy, counseling, and prevention education in our community.$550,000
School of Faith
PO Box 25467Shawnee MissionKS66225PCTo provide ongoing adult catechesis at schools and parishes throughout the archdiocese of Kansas City.$50,000
Sea Island Hunger Awareness Fund
PO Box 268Johns IslandSC29457PCTo fight island hunger with healthy food and clean water one meal at a time.$25,000
Show Me Riders Horse Club of KC
8100 Harry Truman DrGrandviewMO64108PCTo help introduce horsemanship to young people.$5,000
St Agnes Catholic School
5130 Mission RdRoeland ParkKS66205PCTo help support the Catholic education of children.$10,000
St Agnes Catholic Church
5250 Mission RdRoeland ParkKS66205PCTo provide a place of worship, reconciliation, and offer an occasion for a deepening conversation and step forward in the journey to God.$1,500
Stratton Foundation
PO Box 523Stratton MountainVT05155PCTo help respond to the needs that arise as a result of crisis, economic challenges, and quality of life for the families who live, work, and raise their children in southern Vermont.$20,000
The Common School
PO Box 2248AmherstMA01004PCTo help create a safe and stimulating atmosphere for learning that encourages children to trust in themselves and others, honor differences, question, take risks, collaborate, assume responsibility, and discover individual areas of strength and interest.$10,000
Thomas More Prep - Marian
1701 Hall StreetHaysKS67601PCTo help challenge students to spiritual growth, academic excellence, and leadership formation in a Christian community in the Catholic tradition.$25,000
UMKC Foundation
5115 Oak StreetKansas CityMO64112PCTo benefit students, faculty and program efforts.$10,000
University of Denver
2199 South University BoulevardDenverCO80208PCTo help with teaching, research, community impact and knowledge creation of DU.$50,000
Vail Health Foundation
322 Beard Creek RdEdwardsCO81632PCTo generate philanthropy and awareness that support the Vail Health nonprofit organization.$10,000
Vail Valley Foundation
90 W Benchmark Rd 300AvonCO81620PCTo enhance the quality of life in the Vail Valley and showcase the community.$10,000
Wingmasters
34 Long Hill RdLeverettMA01054PCTo increase public understanding and appreciation of North American bird prey.$5,000
Children's Mercy Kansas City
2401 Gillham RoadKansas CityMO64108PCTo help support the pursuit of clinical, research, and academic excellence as well as bringing hope to families and the promise of healthy futures.$50,000
Stout Street Foundation
7251 E 49th AveCommerce CityCO80022PCTo provide a better way to a more meaningful life in recovery.$25,000
Robin Hood Foundation
826 Broadway 9th FloorNew YorkNY10003PCTo fund impactful and scalable solutions to lift families out of poverty in New York City.$75,000
Cedar Cove Feline Conservatory
3783 K-68 HwyLouisburgKS66053PCTo help educate young children and adults alike with the awareness needed to address the looming problems and strive for sustainable future for all living things.$5,000
Heart to Heart International
11550 Renner BlvdLenexaKS66219PCTo help improve healthcare access in the U.S. and around the world by ensuring quality care is provided equitably in medically under-resourced communities and in disaster situations.$50,000
Alliance for Suicide Prevention
525 W Oak St Ste B10Fort CollinsCO80521PCTo prevent suicide in Larimer County through training and education, providing outreach, and offering support.$30,000
Charleston Library Society
164 King StreetCharlestonSC29401PCTo help fund the essential operations of the library.$400
Dakin Humane Society
171 Union StSpringfieldMA01105PCTo help provide shelter and medical care to animals.$2,500
Eagle Valley Community Foundation
56 Edwards Vlge Blvd Ste 206 Off 2EdwardsCO81632PCTo help address food insecurity and provide health & wellness resources among people of color.$25,000
Hebron Zion Presbyterian Church
2915 Bohicket RdJohns IslandSC29455PCTo help support the operations and mission work of the church.$5,000
Leukemia Lymphoma
3 International Drive Suite 200Rye BrookNY10573PCTo help fund cancer research.$2,500
Little Essentials
63 Flushing Ave Bldg 131 Ste 205BrooklynNY11205PCTo help families living in poverty.$10,000
Lowcountry Marine Mammal Network
1367 Clearbrook StNorth CharlestonSC29405PCTo help protect marine mammals in South Carolina waters.$200
Make-A-Wish Nebraska
1005 S 107th Ave Suite 102OmahaNE68114PCTo help create life-changing wishes for children with critical illnesses.$5,000
Samaritan's Purse
PO Box 3000BooneNC28607PCTo help provide spiritual and physical aid to hurting people around the world.$5,000
SC Camps and Retreat Ministries
5 Century Dr Suite 250GreenvilleSC29607PCTo help support camps & retreats that serve all people for Christian birth, growth, and renewal.$40,200
ServiceNet
21 Olander DriveNorthamptonMA01060PCTo help provide essential services to people living with mental health challenges and other disabilities.$15,000
Share Our Suzy Lowcountry
PO Box 1778Mt PleasantSC29465PCTo help enhance the quality of life for breast cancer patients in South Carolina.$5,000
Soccer Without Borders
3700 Eastern AveBaltimoreMD21224PCTo help use soccer as a vehicle for positive change, providing underserved youth with a toolkit to overcome obstacles to growth, inclusion, and personal success.$2,500
St Benedict's Abbey
1020 North 2nd StreetAtchisonKS66002PCTo help build a stable future for the Abbey's monastic community and strengthen their capacity to serve others.$5,000
Uplift Organization Inc
PO Box 270175Kansas CityMO64127PCTo help deliver basic human needs, care and compassion to the homeless.$20,000
Wayside Waifs
3901 Martha Truman RdKansas CityMO64137PCTo provide support for homeless pets.$5,000
Charleston Area Therapeutic Riding
2669 Hamilton RdJohns IslandSC29455PCTo assist with providing quality therapeutic horseback riding programs to individuals with a wide variety of disabilities in a safe and enjoyable environment.$200
Gabriel Project KC
12615 Parallel PkwyKansas CityKS66109PCTo fund respect life initiatives for pregnant mothers in need throughout the greater KC metropolitan area.$30,300
Children's Mercy Kansas City
2401 Gillham RoadKansas CityMO64108PCTo help support the pursuit of clinical, research, and academic excellence as well as bringing hope to families and the promise of healthy futures.$25,000
Sportswomen of Colorado
PO Box 261023LakewoodCO80226PCTo help promote, honor, and empower Colorado girls and women in sports.$2,500
Colorado Youth Athletics Foundation
PO Box 270166LouisvilleCO80027PCTo help provide scholarships to families in financial need, so their kids can participate in youth sports.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,857,410TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,198ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$783,648ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$284,095ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,140,941ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,140,941TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank Charges$105$105
Investment Fees$116,608$116,608

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNet Unrealized Gains or Losses TranferredDesc
Amt$2,077,638Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes PaidCategoryTxt
Amt$4,930Amt
Net Investment Income$4,930NetInvestmentIncomeAmt

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