KELLY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FAMILY FOUNDATION (EIN 27-6825262)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-08
- IRS object ID
- 202420999349100612
- Schema version
- 2023v5.0
- 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
- Schedule B
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-08T07:10:45-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823572825 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFE Investments LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4615 N 111th Street | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276825262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9132101788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3955 | AddressLine1Txt |
| City | Olathe | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bonnie C Kelly | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bonnie C | PersonFirstNm |
| Person Last | Kelly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Sara Stubler | PreparerPersonNm |
| PTIN | P01332766 | PTIN |
| Phone | 9132078853 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,451,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $656,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $94,343 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94,343 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $756,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $756,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,165,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,921 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,610,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $953,980 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $254 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $254 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,454 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $109,175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109,175 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $119,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,966,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,966,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,086,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,966,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,475,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $834,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,668,926 | CashBOYAmt |
| Cash EOY | $1,434,397 | CashEOYAmt |
| Cash EOYFMV | $1,434,397 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,510,966 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,304,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,767,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,346,545 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,320,873 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,249,791 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,526,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,059,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,451,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,526,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,059,452 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,526,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,059,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,526,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,059,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,526,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,475,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,008,680 | OtherIncreasesAmt |
| Subtotal | $26,059,452 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,059,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST Covered from Investments Accounts | P | 2023-12-31 | $1,308,803 | $1,351,809 | -$43,006 | -$43,006 |
| LT Covered from Investments Accounts | P | 2023-12-31 | $3,783,663 | $3,710,880 | $72,783 | $72,783 |
| LT Noncovered from Investment Accounts | P | 2023-12-31 | $291 | $291 | $291 | |
| Capital Gain Distributions | P | 2023-12-31 | $72,853 | $72,853 | $72,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,921 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,594 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,594 | SubtotalAmt |
| Tax Based On Investment Income | $11,594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,195 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,195 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,601 | OverpaymentAmt |
| Applied To ES Tax | $9,601 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonnie C Kelly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132101788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3955 | AddressLine1Txt |
| City | Olathe | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66063 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bonnie C Kelly | ||||||
| PO Box 3955 | Olathe | KS | 66063 | Trustee | 1.00 | $0 |
| Gerald A Kelly Jr | ||||||
| PO Box 3955 | Olathe | KS | 66063 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,883,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $374,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,258,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,258,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $438,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,819,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,440,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,440,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,594 | TotalTaxAmt |
| Distributable Before Adj | $1,429,367 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,429,367 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,429,367 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,966,337 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,966,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,429,367 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $404,379 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $931,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,241,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,469,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,029,534 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,077,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,966,337 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,429,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,536,970 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,614,072 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $404,379 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,209,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $931,660 | ExcessFromYear4Amt |
| Excess From Year3 | $1,241,866 | ExcessFromYear3Amt |
| Excess From Year2 | $1,469,663 | ExcessFromYear2Amt |
| Excess From Year1 | $1,029,534 | ExcessFromYear1Amt |
| Excess From Current Year | $1,536,970 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bonnie C Kelly | ContributingManagerNm |
| Contributing Manager | Gerald A Kelly Jr | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bonnie C Kelly | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3955 | AddressLine1Txt |
| City | Olathe | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9132101788 | RecipientPhoneNum |
| Form And Info And Materials | Unspecified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | All 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFIA Holding Company | ||||||
| 800 W Meyer Blvd | Kansas City | MO | 64113 | PC | To support the Academy for the Integrated Arts, a Missouri public charter school. | $140,000 |
| Barrier Island Free Medical Clinic | ||||||
| 3226 Maybank Hwy Building C | Johns Island | SC | 29455 | PC | Donation to provide medical support to those in need. | $27,000 |
| The Bement School | ||||||
| 94 Old Main Street PO Box 8 | Deerfield | MA | 01342 | PC | To help student programs and further student success. | $5,000 |
| Benedictine College | ||||||
| 1020 North 2nd St | Atchison | KS | 66002 | PC | To help support college education. | $50,000 |
| Benedictine Sis of Perpetual Adorat | ||||||
| 31970 State Hwy P | Clyde | MO | 64432 | PC | To support the ministry of charity, community life, and offering a space for silence, prayer, and spiritual hospitality in a shared environment of monastic peace. | $20,000 |
| Birthright of Kansas City | ||||||
| 6309 Walnut St | Kansas City | MO | 64113 | PC | To provide support for pregnant women. | $5,000 |
| Bravo Vail | ||||||
| 2271 North Frontage Rd W Suite C | Vail | CO | 81657 | PC | To 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 250 | Kansas City | MO | 64130 | PC | To help the Catholic Church provide to charity to the underprivileged. | $15,000 |
| Catholic Charities of NE Kansas | ||||||
| 9720 West 87th St | Overland Park | KS | 66212 | PC | To help the Catholic Church provide charity to the underprivileged. | $15,000 |
| Catholic Education Foundation | ||||||
| 12615 Parallel Parkway | Kansas City | KS | 66109 | PC | To help provide Catholic education for underprivileged children. | $125,748 |
| Charleston Area Therapeutic Riding | ||||||
| 2669 Hamilton Rd | Johns Island | SC | 29455 | PC | To assist with providing quality therapeutic horseback riding programs to individuals with a wide variety of disabilities in a safe and enjoyable environment. | $50,000 |
| Children's International | ||||||
| 2000 East Red Bridge Rd | Kansas City | MO | 64121 | PC | To bring real and lasting change to children living in poverty. | $10,000 |
| City Union Mission | ||||||
| 1100 E 11th St | Kansas City | MO | 64106 | PC | To help provide clothing and other items for the poor and homeless. | $5,000 |
| Comm Adolescent Resource Education | ||||||
| 247 Cabot St | Holyoke | MA | 01040 | PC | To provide education, social and other support services for parenting, pregnant or at-risk teenagers. | $40,000 |
| Cristo Rey Kansas City | ||||||
| 211 W Linwood Blvd | Kansas City | MO | 64111 | PC | To 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 C | Fort Collins | CO | 80525 | PC | To help connect participants with history, literature, arts, music, dance, traditions, and folklore of the African American experience. | $37,500 |
| Doctors Without Borders | ||||||
| 333 7th Ave | New York | NY | 10001 | PC | To 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 Street | Charleston | SC | 29403 | PC | To 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 Street | Kansas City | KS | 66101 | PC | To help serve children in foster care and the families caring for them. | $15,000 |
| Gabriel Project KC | ||||||
| 12615 Parallel Pkwy | Kansas City | KS | 66109 | PC | To fund respect life initiatives for pregnant mothers in need throughout the greater KC metropolitan area. | $401,339 |
| Giving the Basics | ||||||
| 927 S 7th Street | Kansas City | KS | 66105 | PC | To help provide basic hygiene and cleaning products to those in need. | $10,000 |
| Habitat for Humanity Sea Island | ||||||
| 2545 Bohicket Road | Johns Island | SC | 29455 | PC | To help build homes and improve lives. | $25,000 |
| Harlem Lacrosse | ||||||
| 8 West 126th Street | New York | NY | 10027 | PC | To help youth with academic support, mentoring, leadership training, college readiness career exploration, admissions counseling and lacrosse instruction. | $20,000 |
| Holy Cross Catholic School | ||||||
| 8101 West 95th Street | Overland Park | KS | 66212 | PC | To help fund Holy Cross student scholarships. | $20,000 |
| Inclusion Connections | ||||||
| 2073 E Santa Fe | Olathe | KS | 66062 | PC | To assist teens and young adults with disabilities by creating inclusive opportunities for community involvement. | $10,000 |
| Johnson County IHN | ||||||
| 6315 W 110th Street | Overland Park | KS | 66211 | PC | To help restore stability to situationally homeless families in Johnson County. | $10,000 |
| Juvenile Diabetes Research Foundati | ||||||
| 215 W Pershing Rd 300 | Kansas City | MO | 64108 | PC | To 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 300 | Kansas City | MO | 64114 | PC | To help provide comprehensive expert care for all ages at all stages of serious illness. | $5,000 |
| KU Endowment | ||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | PC | To help provide the highest level of cancer research, prevention, treatment and survivorship programs and services. | $200,000 |
| Kiawah Cares Foundation | ||||||
| 23 Beachwalker Dr | Kiawah Island | SC | 29455 | PC | To 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 Ct | Kiawah Island | SC | 29455 | PC | To preserve and enhance Kiawah Island's unique balance of nature and development. | $2,500 |
| KVC Health Systems | ||||||
| 21350 W 153rd St | Olathe | KS | 66061 | PC | To assist children and families with mental health care, medical, social services and education. | $15,000 |
| Love Fund for Children | ||||||
| 3030 Summit | Kansas City | MO | 64108 | PC | Helping build a Kansas City community in which every child lives a life without need. | $10,000 |
| My Sister's House | ||||||
| 3053 Freeport Blvd 120 | Sacramento | CA | 95818 | PC | To eliminate domestic violence, sexual assault, and human trafficking in the community. | $15,000 |
| Northampton Survival Center | ||||||
| 675 N St Clair 21st Floor | Chicago | IL | 60611 | PC | Donation to help battle cancer through scientific discovery, advancing medical knowledge, providing compassionate state-of-the-art cancer care, and training the next generation of clinicians and scientists. | $25,000 |
| Phoenix Family | ||||||
| 3908 Washington | Kansas City | MO | 64111 | PC | To 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 RD | Kansas City | MO | 64114 | PC | To help provide education to young boys based on Jesuit ideals and Catholic educational tradition. | $1,100,000 |
| Safehome Inc | ||||||
| PO Box 4563 | Overland Park | KS | 66204 | PC | To 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. | $50,000 |
| School of Faith | ||||||
| PO Box 25467 | Shawnee Mission | KS | 66225 | PC | To provide ongoing adult catechesis at schools and parishes throughout the archdiocese of Kansas City. | $30,000 |
| Sea Island Hunger Awareness Fund | ||||||
| PO Box 268 | Johns Island | SC | 29457 | PC | To fight island hunger with healthy food and clean water one meal at a time. | $45,150 |
| Show Me Riders Horse Club of KC | ||||||
| 8100 Harry Truman Dr | Grandview | MO | 64108 | PC | To help introduce horsemanship to young people. | $5,000 |
| St Agnes Catholic Church | ||||||
| 5250 Mission Rd | Roeland Park | KS | 66205 | PC | To provide a place of worship, reconciliation, and offer an occasion for a deepening conversation and step forward in the journey to God. | $11,500 |
| Stratton Foundation | ||||||
| PO Box 523 | Stratton Mountain | VT | 05155 | PC | To 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. | $40,000 |
| The Common School | ||||||
| PO Box 2248 | Amherst | MA | 01004 | PC | To 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 Street | Hays | KS | 67601 | PC | To help challenge students to spiritual growth, academic excellence, and leadership formation in a Christian community in the Catholic tradition. | $20,000 |
| Turn 90 | ||||||
| 3765 Leeds Ave | N Charleston | SC | 29405 | PC | To provide cognitive behavioral classes, case management, transitional work and job placement after prison. | $10,000 |
| UMKC Foundation | ||||||
| 5115 Oak Street | Kansas City | MO | 64112 | PC | To benefit students, faculty and program efforts. | $10,000 |
| University of Denver | ||||||
| 2199 South University Boulevard | Denver | CO | 80208 | PC | To help with teaching, research, community impact and knowledge creation of DU. | $25,000 |
| Vail Health Foundation | ||||||
| 322 Beard Creek Rd | Edwards | CO | 81632 | PC | To generate philanthropy and awareness that support the Vail Health nonprofit organization. | $10,000 |
| Vail Valley Foundation | ||||||
| 90 W Benchmark Rd 300 | Avon | CO | 81620 | PC | To enhance the quality of life in the Vail Valley and showcase the community. | $10,000 |
| Wingmasters | ||||||
| 34 Long Hill Rd | Leverett | MA | 01054 | PC | To increase public understanding and appreciation of North American bird prey. | $5,000 |
| Children's Mercy Kansas City | ||||||
| 2401 Gillham Road | Kansas City | MO | 64108 | PC | To 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 Ave | Commerce City | CO | 80022 | PC | To provide a better way to a more meaningful life in recovery. | $37,500 |
| Benedictine College | ||||||
| 1020 North 2nd St | Atchison | KS | 66002 | PC | To help support college education. | $5,000 |
| Bethlehem St James UMC | ||||||
| 2419 Bohicket Rd | Johns Island | SC | 29455 | PC | To support the mission of the United Methodist Church. | $5,000 |
| Cedar Cove Feline Conservatory | ||||||
| 3783 K-68 Hwy | Louisburg | KS | 66053 | PC | To 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 |
| Fields to Families | ||||||
| PO Box 21117 | Charleston | SC | 29413 | PC | To help serve those experiencing food insecurity in the Lowcountry by providing access to fresh produce collected from local farms, farmers markets, and their Moncks Corner garden. | $15,150 |
| Gabriel Project KC | ||||||
| 12615 Parallel Pkwy | Kansas City | KS | 66109 | PC | To fund respect for life initiatives for pregnant mothers in need throughout the greater KC metropolitan area. | $17,500 |
| Halos | ||||||
| 4995 Lacross Road Suite 1300 | North Charleston | SC | 29406 | PC | To help promote safe and nurturing homes for children in kinship care. | $300 |
| Heart to Heart International | ||||||
| 11550 Renner Blvd | Lenexa | KS | 66219 | PC | To 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 |
| Susan G Komen Breast Cancer Foundat | ||||||
| 13770 Noel Road Suite 801889 | Dallas | TX | 75380 | PC | To help save lives by meeting the most critical needs in our communities and investing in breakthrough research to prevent and cure breast cancer. | $5,000 |
| YO Art | ||||||
| PO Box 12397 | Charleston | SC | 29422 | PC | To help enhance everyday classroom curriculum with media arts programs designed to spark students curiosity and teach real-world skills. | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,966,337 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,343 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $756,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $953,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $953,980 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gerald and Bonnie Kelly | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 Grand Blvd Suite 2200 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $656,575 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Nvidia Common Stock | NoncashPropertyDesc |
| Fair Market Value | $341,575 | FairMarketValueAmt |
| Received | 2023-11-09 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $254 | LegalFeesAmt |
| Net Investment Income | $254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Charges | $15 | $15 |
| Investment Fees | $109,160 | $109,160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Gains or Losses Tranferred | Desc |
| Amt | $1,008,680 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $10,454 | Amt |
| Net Investment Income | $10,454 | NetInvestmentIncomeAmt |
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