BETA

LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202401319349102055
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T12:18:51-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651164012PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NDH ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 W MADISON ST STE 950AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203406848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LORDI MARKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLORDBusinessNameControlTxt
Phone8164440330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS C MARKERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8164440330PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENNISPersonFirstNm
Person LastMARKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOURTNEY B JONESPreparerPersonNm
PTINP00547684PTIN
Phone3124610514PhoneNum
Preparation2024-05-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,515,533FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,712,490ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$47,317InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47,317InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$47,317InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$280,187DividendsRevAndExpnssAmt
Dividends Net Invst Incm$280,187DividendsNetInvstIncmAmt
Dividends Adj Net Incm$280,187DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$812,950NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$974,133GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$812,950CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,825OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,825OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$9,825OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,862,769TotalRevAndExpnssAmt
Total Net Invst Incm$1,150,279TotalNetInvstIncmAmt
Total Adj Net Incm$337,329TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,527AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,264AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,263AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,637TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,204TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,284TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,283TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,426,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,426,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,434,204TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,284TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,428,283TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,428,565ExcessRevenueOverExpensesAmt
Net Investment Income$1,147,995NetInvestmentIncomeAmt
Adjusted Net Income$337,329AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,709,088SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,658,403SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,658,403SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,019,027CorporateStockBOYAmt
Corporate Stock EOY$5,420,501CorporateStockEOYAmt
Corporate Stock EOYFMV$6,191,059CorporateStockEOYFMVAmt
Other Investments BOY$3,655,216OtherInvestmentsBOYAmt
Other Investments EOY$3,732,992OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,666,071OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,383,331TotalAssetsBOYAmt
Total Assets EOY$10,811,896TotalAssetsEOYAmt
Total Assets EOYFMV$14,515,533TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,383,331RetainedEarningBOYAmt
Retained Earning EOY$10,811,896RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,383,331TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,811,896TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,383,331TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,811,896TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,383,331TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,428,565ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,811,896SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,811,896TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
AT&T INC.2019-01-252023-06-05$22,977$37,610-$14,633-$14,633
GENERAL MILLS INC.2012-12-312023-11-22$64,678$46,154$18,524$18,524
WARNER BROS DISCOVERY INC2019-01-252023-06-05$4,182$11,541-$7,359-$7,359
APPLE INC2007-02-062023-11-09$731,233$12,073$719,160$719,160
AT&T INC.2007-12-102023-06-05$22,977$34,599-$11,622-$11,622
VISA INC2009-06-092023-11-09$121,096$8,617$112,479$112,479
WARNER BROS DISCOVERY INC2008-10-092023-06-05$4,173$10,589-$6,416-$6,416
CAPITAL GAINS DIVIDENDS$2,817$2,817$2,817P
FieldValueIRS element (for citing)
Capital Gain Net Income$812,950CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,957InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,957SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,957TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,962EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,962TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$8,995TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR DENNIS C MARKERIndividualWithBooksNm
Phone8164440330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS C MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR0.00$0$0$0
SUSAN LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR0.00$0$0$0
SARA LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR0.00$0$0$0
DAVID MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,344,129AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,577,212AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,921,341TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,921,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$193,820CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,727,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$636,376MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$636,376MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,957TaxBasedOnInvestmentIncomeAmt
Total Tax$15,957TotalTaxAmt
Distributable Before Adj$620,419DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$620,419DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$620,419DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,428,283ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,428,283QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$620,419DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$355,605ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$355,605TotalExcessDistributionCyovAmt
Qualifying Distributions$1,428,283QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$620,419AppliedToCurrentYearAmt
Remaining Distri From Corpus$807,864RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,163,469TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,163,469ExcessDistriCyovToNextYrAmt
Excess From Year3$355,605ExcessFromYear3Amt
Excess From Current Year$807,864ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR DENNIS C MARKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8164440330RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVEDFormAndInfoAndMaterialsTxt
Submission DeadlinesBY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
211 W ARMOUR BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$8,000
ANGELS LEFT BEHIND
PO BOX 52BELTONMO64012N/APUBLICOPERATIONS$2,500
ASSOC FOR CULTURAL EQUITY
425 E 25TH ST STE 1000NEW YORKNY10010N/APUBLICOPERATIONS$4,000
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROADKANSAS CITYMO64108N/APUBLICOPERATIONS$25,000
CITY UNION MISSION
1100 E 11TH STKANSAS CITYMO64106N/APUBLICOPERATIONS$7,000
DEEP ROOTS
PO BOX 32131KANSAS CITYMO64171N/APUBLICOPERATIONS$5,000
EM'S SPOTLIGHT
8257 WORNALLKANSAS CITYMO64114N/APUBLICOPERATIONS$5,000
GLOBAL BIRTHING HOME FOUNDATION
5000 W 134TH STREETLEAWOODKS66209N/APUBLICOPERATIONS$12,500
GRASSLAND HERITAGE FOUNDATION
PO BOX 394SHAWNEE MISSIONKS66201N/APUBLICOPERATIONS$10,000
GREAT PLAINS SPCA
9800 W 67TH STMERRIAMKS66203N/APUBLICOPERATIONS$7,500
HARVESTERS COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129N/APUBLICOPERATIONS$25,000
HEARTLAND CENTER
16965 NW 45 HWYPARKVILLEMO64152N/APUBLICOPERATIONS$4,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$5,000
KANSAS CITY PBS
125 E 31ST STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$25,000
KC BALLET
1616 BROADWAY STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$25,000
KCUR PUBLIC RADIO
4825 TROOST STE 202KANSAS CITYMO64110N/APUBLICOPERATIONS$15,000
MISSOURI PRAIRIE FOUNDATION
PO BOX 856MEXICOMO65265N/APUBLICOPERATIONS$50,000
MORGAN CO FOOD PANTRY
PO BOX 44VERSAILLESMO65084N/APUBLICOPERATIONS$10,000
MORGAN COUNTY CARING FOR KIDS
PO BOX 392VERSAILLESMO65084N/APUBLICOPERATIONS$8,000
MORGAN COUNTY HISTORICAL SOCIETY
120 N MONROEVERSAILLESMO65084N/APUBLICOPERATIONS$3,500
NORTH AMERICAN BLUEBIRD
PO BOX 7844BLOOMINGTONIN47407N/APUBLICOPERATIONS$3,000
ENGLEWOOD ARTS
1000 ENGLEWOOD PKWYENGLEWOODCO80110N/APUBLICOPERATIONS$25,000
POWELL GARDENS
1609 NW US HIGHWAYKINGSVILLEMO64061N/APUBLICOPERATIONS$1,000
RAINBOW SCHOOL
7850 HOLMES ROADKANSAS CITYMO64131N/APUBLICOPERATIONS$5,000
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313N/APUBLICOPERATIONS$10,000
SAVE INC
PO BOX 45301KANSAS CITYMO64171N/APUBLICOPERATIONS$5,000
SCHOOL OF ECONOMICS
200 NW 14TH STREETBLUE SPRINGSMO64015N/APUBLICOPERATIONS$10,000
SECOND PRESBYTERIAN CHURCH
318 E 55TH STREETKANSAS CITYMO64113N/APUBLICOPERATIONS$20,000
SURFACE DESIGN ASSOCIATION
PO BOX 4044LAS VEGASNM87701N/APUBLICOPERATIONS$5,000
THE CULTURE HOUSE
14808 W 117TH STREETOLATHEKS66062N/APUBLICOPERATIONS$10,000
THE NATURE CONSERVANCY
PO BOX 440400ST LOUISMO63144N/APUBLICOPERATIONS$1,020,000
UMKC CONSERVATORY
5100 ROCKHILL ROADKANSAS CITYMO64110N/APUBLICOPERATIONS$2,500
WAYSIDE WAIFS
3901 W MARTHA TRUMAN RDKANSAS CITYMO64137N/APUBLICOPERATIONS$10,000
WESTMINSTER COLLEGE
501 WESTMINSTER AVEFULTONMO65251N/AEDUCATIONOPERATIONS$10,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINTONDC20037N/APUBLICOPERATIONS$32,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,426,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,317ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$280,187ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$9,825ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$812,950ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,150,279ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,150,279TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DENNIS C MARKER
11216 W 57TH TERRACEKANSAS CITYMO64113$756,245Yes (X)
SUSAN LORDI
21216 W 57TH TERRACEKANSAS CITYMO64113$756,245Yes (X)
DENNIS C MARKER
31216 W 57TH TERRACEKANSAS CITYMO64113$100,000Yes (X)
SUSAN LORDI
41216 W 57TH TERRACEKANSAS CITYMO64113$100,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1250 SH BERKSHIRE HATHAWAY CL-B$89,5302023-12-14
1250 SH SPDR S&P 500 ETF TRUST$118,0032023-12-14
12,000 SH APPLE INC.$365,7802023-11-08
1750 SH VISA INC.$182,9322023-11-08
2250 SH BERKSHIRE HATHAWAY CL-B$89,5302023-12-14
2250 SH SPDR S&P 500 ETF TRUST$118,0022023-12-14
22,000 SH APPLE INC.$365,7802023-11-08
2750 SH VISA INC.$182,9332023-11-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySTRATUS GROUP LLCCategoryTxt
Amt$4,527Amt
Net Investment Income$2,264NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,263DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$5,420,501EOYBookValueAmt
EOYFMV$6,191,059EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED AND CLOSED END FUNDSAT COST$2,503,304$5,395,531
CERTIFICATES OF DEPOSITAT COST$950,000$943,793
MUTUAL FUNDSAT COST$279,688$326,747

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMORGAN STANLEYDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Net Investment Income$20NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENTERPRISE PRODUCTS$5,940$5,940$5,940
MISCELLANEOUS INCOME$3,885$3,885$3,885

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$3,637Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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