STANLEY M HERZOG CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY M HERZOG CHARITABLE FOUNDATION (EIN 81-4698720)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-29
- IRS object ID
- 202421509349101302
- Schema version
- 2023v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-29T14:30:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263675889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Office of James C Thomas III | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7509 NW Tiffany Springs Parkway | AddressLine1Txt |
| Address Line2 | Suite 300 | AddressLine2Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64153 | 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 | 814698720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stanley M Herzog Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kristen Ansley | InCareOfNm |
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 8165849393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14450 N US 169 Ste L | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN ANSLEY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8165849393 | PhoneNum |
| Signature | 2024-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTEN | PersonFirstNm |
| Person Last | ANSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C THOMAS III | PreparerPersonNm |
| PTIN | P01445728 | PTIN |
| Phone | 8165849393 | PhoneNum |
| Preparation | 2024-05-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $359,239,876 | 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 | $151,568 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,292,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,292,670 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,292,670 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $11,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $11,000 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $79,071 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $79,071 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,534,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,303,670 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,382,741 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $761,463 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $761,463 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $761,463 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,253,771 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,253,771 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,253,771 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $337,207 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $337,207 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $337,207 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $319,439 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $319,439 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $319,439 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,701 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $25,701 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,701 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $821,725 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $622,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $821,725 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $199,480 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $664 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $664 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $664 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $615,339 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $615,339 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $16,762 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $16,762 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,762 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $126,161 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $126,161 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $126,161 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,759,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,710 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,759,428 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,741,719 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,037,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $639,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,037,660 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,782,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,083,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,083,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,120,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $639,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,037,660 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,865,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,586,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,663,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $691,394 | CashBOYAmt |
| Cash EOY | $11,564,922 | CashEOYAmt |
| Cash EOYFMV | $11,564,922 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,864,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,250,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,227,073 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $20,581,600 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $52,018,027 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $52,550,325 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,076,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,254,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,774,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,158,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $108,834,512 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106,820,570 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $478,240 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,350,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,342,705 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,468,839 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $760,155 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,441,784 | LandBOYAmt |
| Land EOY | $23,708,684 | LandEOYAmt |
| Land EOYFMV | $23,708,684 | LandEOYFMVAmt |
| Other Assets BOY | $125,128,798 | OtherAssetsBOYAmt |
| Other Assets EOY | $68,251,562 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $68,251,562 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $360,421,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $350,233,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $359,239,876 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $360,421,731 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $350,233,357 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,421,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,233,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $360,421,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $350,233,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,421,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,586,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $351,835,146 | SubtotalAmt |
| Other Decreases | $1,601,789 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $350,233,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,345,910 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,345,910 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106,526 | SubtotalAmt |
| Tax Based On Investment Income | $106,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,736 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $124,736 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,210 | OverpaymentAmt |
| Applied To ES Tax | $18,210 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristen Ansley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8165849393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14450 N US 169 Ste L | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| TODD GRAVES | |||||||
| 1100 Main Street Ste 2700 | Kansas City | MO | 64105 | Chrmn of Bd Dir | 25.00 | $261,493 | $15,990 |
| JOHN ELLIOTT | |||||||
| P O Box 328 | Smithville | MO | 64089 | Director and Vice Chr | 20.00 | $176,994 | |
| KRISTEN ANSLEY | |||||||
| 110 Main Street Ste 2700 | Kansas City | MO | 64105 | Director and SecTreas | 30.00 | $255,885 | $15,387 |
| DARRELL JONES | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | President | 40.00 | $242,300 | $16,113 |
| STEPHANIE GOODNIGHT | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Vice President Opera | 40.00 | $162,519 | $7,241 |
| JOSHUA MANN | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Managing Editor | 40.00 | $80,659 | $2,717 |
| JONATHON EDMONDSON | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Project Manager | 40.00 | $67,171 | $3,208 |
| CHIS VAS | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Content Dir | 40.00 | $103,343 | $7,059 |
| ELIABETH ROBERTS | |||||||
| 14450 N US 169 Ste L | SMITHVILLE | MO | 64089 | Communications Dir | 40.00 | $103,275 | $6,694 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| AARON FULK | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | IT Director | 40.00 | $134,664 | $8,957 |
| JAMIE CHAMPLIN | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Finance Director | 40.00 | $114,356 | $7,167 |
| SADIE ELLIOTT | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Training Director | 40.00 | $105,988 | $6,879 |
| SPENCER MARTIN | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Facilities Manager | 40.00 | $117,801 | $6,216 |
| MICHAEL RYAN | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Exec Editor of Pubs | 40.00 | $105,218 | $6,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Prosper Group | |||||
| P O Box 488 | Greenwood | IN | 46142 | AdvertisingMedia Services | $670,463 |
| Bryan Cave Leighton Pai | |||||
| P O Box 503089 | Saint Louis | MO | 63150 | Legal Services | $186,788 |
| American Philanthropic LLC | |||||
| P O Box 1480 | Hockessin | DE | 19707 | Trainnig DevelopmentConsu | $119,450 |
| Focal Design Studio | |||||
| 1722 Main St | Kansas City | MO | 64108 | ArchitecturalDesign Servi | $618,061 |
| Bill of Rights Institute | |||||
| 1310 N Courthouse Road Ste 620 | Arlington | VA | 22201 | Trainging DevelopmentFaci | $91,600 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The organization made grants to schools and other organizations Also includes 60000 awared in connection with Excellence in Education Awards program part of 2 and awards for essay contest winners | Description1Txt |
| Expenses1 | $6,083,234 | Expenses1Amt |
| Description2 | The organization devleop and delivered training programs and resouces to the staff and leaders of Christian schools including trainingboot camps SchoolBox ReadLion ESA Program and Mourning Routine | Description2Txt |
| Expenses2 | $3,688,556 | Expenses2Amt |
| Description3 | The orgnaization created and pubilshed materials news stories podcasts and videos that were made available to Christiant schools and general public audiences | Description3Txt |
| Expenses3 | $1,136,234 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $321,316,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,533,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $298,705 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $332,148,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $332,148,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,982,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $327,166,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,358,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,865,601 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $1,882,238 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,747,839 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | $8,870,588 | UndistributedIncomePYAmt |
| Qualifying Distributions | $17,747,839 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,870,588 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $8,877,251 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,877,251 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,877,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,877,251 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $2,788,221 | Year1Amt |
| Year2 | $6,253,200 | Year2Amt |
| Year3 | $9,355,601 | Year3Amt |
| Total | $18,397,022 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $2,369,988 | Year1Amt |
| Year2 | $5,315,220 | Year2Amt |
| Year3 | $7,952,261 | Year3Amt |
| Total | $15,637,469 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,747,839 | CurrentYearAmt |
| Year1 | $19,804,786 | Year1Amt |
| Year2 | $14,964,935 | Year2Amt |
| Year3 | $1,896,382 | Year3Amt |
| Total | $54,413,942 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,083,234 | CurrentYearAmt |
| Year1 | $3,468,229 | Year1Amt |
| Year2 | $615,000 | Year2Amt |
| Year3 | $242,500 | Year3Amt |
| Total | $10,408,963 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,664,605 | CurrentYearAmt |
| Year1 | $16,336,557 | Year1Amt |
| Year2 | $14,349,935 | Year2Amt |
| Year3 | $1,653,882 | Year3Amt |
| Total | $44,004,979 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,905,555 | CurrentYearAmt |
| Year1 | $11,029,830 | Year1Amt |
| Year2 | $11,623,755 | Year2Amt |
| Year3 | $7,906,849 | Year3Amt |
| Total | $41,465,989 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KRISTN ANSLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14450 N US 169 Hwy Ste L | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | No specific form at this time | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No specific deadlines at this time | SubmissionDeadlinesTxt |
| Restrictions On Awards | No specific provisions developed at this time | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| St Teresa's Academy | |||||||
| 5600 Main Street | Kansas City | MO | 64113 | PC | Scholarships | $2,500 | |
| Bishop Leblond | |||||||
| 3925 Frederick Ave | Saint Joseph | MO | 64506 | PC | Scholarships | $7,500 | |
| St Joseph Christian School | |||||||
| 5401 Gene Field Road | Saint Joseph | MO | 64506 | PC | Scholarships | $17,500 | |
| St Paul Lutheran School | |||||||
| 4715 Frederick Ave | Saint Joseph | MO | 64506 | PC | Scholarships | $32,500 | |
| Cathedral School of St Joseph | |||||||
| 519 N 10th Street | Saint Joseph | MO | 64501 | PC | Scholarships | $7,500 | |
| St Francis Xavier School | |||||||
| 2618 Seneca St | Saint Joseph | MO | 64507 | PC | Scholarships | $10,000 | |
| Herzog Resource Management | |||||||
| 105 NE 188th Street | Smithville | MO | 64089 | SO I | General Support | $3,270,400 | |
| VELA Education Fund | |||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | PC | General Support | $300,000 | |
| Various (20) Bill of Rights Essay Contest Awards | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Essay Contest Awards | $2,600 | None | |
| Martin Luther Academy | |||||||
| 7112 N Overland Drive | Kansas City | MO | 64151 | PC | General Support | $112,500 | |
| Lutheran High School of Kansas City | |||||||
| 12411 Wornall Road | Kansas City | MO | 64145 | PC | General Support | $25,000 | |
| Benedictine College | |||||||
| 1020 N 2nd St | Atchison | KS | 66002 | PC | General Support | $25,000 | |
| St Joseph Christian School | |||||||
| 5401 Gene Field Road | Saint Joseph | MO | 64506 | PC | General Support | $150,000 | |
| St Joseph Catholic Academy | |||||||
| 3529 Frederick Ave | Saint Joseph | MO | 64506 | PC | General Support | $10,000 | |
| Bethany Lutheran School | |||||||
| 9101 Lamar Ave | Overland Park | KS | 66207 | PC | General Support | $5,000 | |
| Our Savior Christian Academy | |||||||
| 1103 South Commercial Ave | Smithville | MO | 64089 | PC | General Support | $20,000 | |
| Northland Christian School | |||||||
| 10500 N Arrowhead Trafficway | Kansas City | MO | 64155 | PC | General Support | $380,000 | |
| Tri-City Christian School | |||||||
| 302 N Emerald Drive | Vista | CA | 92083 | PC | General Support | $100,000 | |
| Immanuel Christian School | |||||||
| 6915 Braddock Road | Springfield | VA | 22151 | PC | General Support | $270,000 | |
| Providence School of the Arts | |||||||
| 5809 Michigan Ave | Kansas City | MO | 64130 | PC | General Support | $50,000 | |
| St Joseph Christian School | |||||||
| 5401 Gene Field Road | Saint Joseph | MO | 64506 | PC | General Support | $594,075 | |
| Overland Christian Schools | |||||||
| 7016 W 74th St | Overland Park | KS | 66204 | PC | General Support | $130,000 | |
| Grand View Christian School | |||||||
| 1701 E 33rd St | Des Moines | IA | 50317 | PC | Microgrant | $9,000 | |
| MARK WILSON | |||||||
| 28045 Bena Ct | Santa Clarita | CA | 91350 | I | Microgrant | $2,500 | None |
| ADAM LOCKRIDGE | |||||||
| 12701 E 63rd St | Kansas CIty | MO | 64133 | I | Microgrant | $1,750 | None |
| CHRISTOPHER MURPHY | |||||||
| 5109 Walnut Ridge Dr | Des Moines | IA | 50317 | I | Microgrant | $3,600 | None |
| LARRY CLARK | |||||||
| 725 Napa Lane | Saint Charles | MO | 63304 | I | MicroGrant | $1,600 | None |
| DANNY DECKER | |||||||
| 18991 Jaguar Rd | Neosho | MO | 64850 | I | Microgrant | $2,950 | None |
| Northern Hills Christian Academy | |||||||
| 17211 NE 18th St | Holt | MO | 64048 | PC | Microgrant | $4,875 | |
| Mount Tabor School of the Liberal Arts | |||||||
| 3015 Forest Ave | Kansas City | MO | 64109 | PC | Microgrant | $4,375 | |
| College Heights Christian School | |||||||
| 4311 Newman Rd | Joplin | MO | 64801 | PC | Microgrant | $7,375 | |
| Pleasant View Christian School | |||||||
| 160 Hicks Edgen Rd | Pleasant View | TN | 37146 | PC | Microgrant | $6,250 | |
| Santa Clarita Christian School | |||||||
| 27249 Luther Dr | Santa Clarita | CA | 91351 | PC | Microgrant | $7,375 | |
| Warriors Christian Academy | |||||||
| 3005 Blue Ridge Dr | Cedar Park | TX | 78613 | PC | Microgrant | $3,750 | |
| North County Christian School | |||||||
| 845 Dunn Rd | Florissant | MO | 63031 | PC | Microgrant | $4,000 | |
| LAURA VEVERKA | |||||||
| 19868 N Raum Road | Lawson | MO | 64062 | I | Microgrant | $1,950 | None |
| SCOTT MACZUGA | |||||||
| 119 Miller Creek Bluff | Cedar Park | TX | 78613 | I | Micro Grant | $1,500 | None |
| St Peter School | |||||||
| 314 W High St | Jefferson City | MO | 65101 | PC | Excellence in Education Grant | $2,500 | |
| Anchor Christian Academy | |||||||
| 530 Milton Road | Lancaster | PA | 17602 | PC | Excellence in Education Grant | $2,500 | |
| Immanuel Christian School | |||||||
| 6915 Braddock Road | Springfield | VA | 22151 | PC | Excellence in Education Grant | $2,500 | |
| School of the Ozarks | |||||||
| P O Box 17 | Point Lookout | MO | 65726 | PC | Excellence in Education Grant | $2,500 | |
| Grand View Christian School | |||||||
| 1701 E 33rd St | Des Moines | IA | 50317 | PC | Excellence in Education Grant | $2,500 | |
| Victory Christian Academy | |||||||
| 600 West Mulberry | Decatur | TX | 76234 | PC | Excellence in education grant | $2,500 | |
| CHERYL CROUCH | |||||||
| 1522 Oakwood Dr | Denton | TX | 76205 | I | Excellence in education grant | $2,500 | None |
| Annapolis Christian Academy | |||||||
| 3875 South Staples St | Corpus Christi | TX | 78411 | PC | Excellence in education grant | $2,500 | |
| MACKENZIE STEWART | |||||||
| 1509 B Chenoweth | Decatur | TX | 76234 | I | Excellence in education grant | $2,500 | None |
| ASHLEY SKINNER | |||||||
| 2455 SE 88th St | Runnells | IA | 50237 | I | Excellence in education grant | $2,500 | None |
| JANELLE RUPP | |||||||
| 2350 Ellis Rd NW | Kennesaw | GA | 30152 | I | Excellence in education grant | $2,500 | None |
| KYLE RAPINCHUK | |||||||
| 331 Walkington Lane | Branson | MO | 65616 | I | Excellence in education grant | $2,500 | None |
| JACOB KOUNTER | |||||||
| 5801 Rexford Drive Ste F | Springfield | VA | 22152 | I | Excellence in education grant | $2,500 | None |
| BRUCE HOOVER | |||||||
| 44 Church Street | Lititz | PA | 17543 | I | Excellence in education grant | $2,500 | None |
| TANYA DALLMEYER | |||||||
| 3012 Schott Road | Jefferson City | MO | 65101 | I | Excellence in Education Grant | $2,500 | None |
| DIANE CARTER | |||||||
| 902 Egyptian Drive | Corpus Christi | TX | 78412 | I | Excellence in education grant | $2,500 | None |
| North Cobb Christian School | |||||||
| 4500 Eagle Drive | Kennesaw | GA | 30144 | PC | Excellence in education grant | $2,500 | |
| Denton Calvary Academy | |||||||
| 1910 E University Dr | Denton | TX | 76209 | PC | Excellence in education grant | $2,500 | |
| JOSEPH COX | |||||||
| 10 Ashbrook Dr | Saint Peters | MO | 63376 | I | Excellence in education grant | $2,500 | None |
| Lutheran High School South | |||||||
| 9515 Tesson Ferry Rd | Saint Louis | MO | 63123 | PC | Excellence in education grant | $2,500 | |
| SARAH MURPHY | |||||||
| 25214 NE Dublin Rd | Battle Ground | WA | 98604 | I | Excellence in education grant | $2,500 | None |
| King's Way Christian School | |||||||
| 3606 NE 78th St | Vancouver | WA | 98665 | PC | Excellence in education grant | $2,500 | |
| Lake Country Lutheran School | |||||||
| 401 Campus Drive | Hartland | WI | 53029 | PC | Excellence in education grant | $2,500 | |
| MARK NEWMAN | |||||||
| 1142 Oriole Dr | Oconomowoc | WI | 53066 | I | Excellence in education grant | $2,500 | None |
| Home Educators Association of Virginia | |||||||
| 2100 W Laburnum Ave Ste 108A | Richmond | VA | 23227 | PC | Conference Sponsorship | $3,500 | |
| First Liberty Institute | |||||||
| 2001 W Plano Parkway Ste 1600 | Plano | TX | 75075 | PC | General Support | $25,000 | |
| Answers in Genesis | |||||||
| P O Box 510 | Hebron | KY | 41048 | PC | General Support | $35,000 | |
| National Fire Safety Council Inc | |||||||
| 341 Park Drive | Smithville | MO | 64089 | PC | Sponsorship | $240 | |
| Texas Home School Coalition | |||||||
| P O Box 6747 | Lubbock | TX | 79493 | PC | General Support | $40,500 | |
| Smithville Area Chamber of Commerce | |||||||
| 105 W Main St | Smithville | MO | 64089 | PC | Event Sponsorship | $206 | |
| Show-Me Institute | |||||||
| 5297 Washington Place | Saint Louis | MO | 63108 | PC | General Support | $65,000 | |
| American Philanthropic LLC | |||||||
| P O Box 1480 | Hockessin | DE | 19707 | PC | Conference Sponsorship | $2,500 | |
| HSLDA | |||||||
| One Patrick Henry Circle | Purcellville | VA | 20132 | PC | Conference Sponsorship | $5,000 | |
| Smithville Community in Action | |||||||
| P O Box 771 | Smithville | MO | 64089 | PC | Event Sponsorship | $500 | |
| Philanthropy Roundtable | |||||||
| 1120 20th St NW Ste 550 South | Washington | DC | 20036 | PC | General Support | $60,000 | |
| Smithville Area Chamber of Commerce | |||||||
| 105 W Main | Smithville | MO | 64089 | PC | Event Sponsorship | $500 | |
| Council for National Policy | |||||||
| 444 N Capitol St NW Ste 830 | Washington | DC | 20001 | PC | General Support | $6,000 | |
| Grace Community Church | |||||||
| P O Box 917 | Smithville | MO | 64089 | PC | Event Sponsorship | $250 | |
| Kozak's Laketown Grill | |||||||
| 1018 S Hwy 169 | Smithville | MO | 64089 | PC | Charity Golf Tournament Support | $250 | |
| Children's Educaton Alliance of Missouri | |||||||
| 1310 Papin St Ste 106 | Saint Louis | MO | 63103 | PC | Event Sponsorship | $1,500 | |
| Great Plains Alliance of Christian Schools | |||||||
| 1500 SW Jefferson St | Lees Summit | MO | 64081 | PC | Event Sponsorship | $6,000 | |
| Homeschool Louisiana | |||||||
| 2651 Jefferson Drive | Hammond | LA | 70403 | PC | Event Sponsorship | $1,500 | |
| Invest in Education Foundation | |||||||
| 43 Crystal Lake | Delmar | NY | 12054 | PC | General Support | $50,000 | |
| Iowa Association of Christian Schools | |||||||
| P O Box 12028 | Des Moines | IA | 50312 | PC | Event Sponsorship | $5,000 | |
| Freedom Foundation | |||||||
| P O Box 552 | Olympia | WA | 98507 | PC | Teacher Freedom Support Sponsorship | $25,000 | |
| St Joseph Christian School | |||||||
| 5401 Gene Field Rd | Saint Joseph | MO | 64506 | PC | General Support Land Grant | $104,863 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,083,234 | TotalGrantOrContriPdDurYrAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Stanley M Herzog Trust | ||||||
| 1 | 700 South Riverside Road Ste 200 | Saint Joseph | MO | 64507 | $136,000 | Yes (X) |
| St Joseph Christian School | ||||||
| 2 | 5401 Gene Field Rd | Saint Joseph | MO | 64507 | $15,568 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Unimproved Land | $136,000 | 2023-09-01 |
| 2 | Unimproved Land | $15,568 | 2023-09-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UHY | CategoryTxt |
| Amt | $25,701 | Amt |
| Adjusted Net Income | $25,701 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,701 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See Attached Schedule Corporate Bonds | $104,098,126 | $102,295,368 |
| See Attached Schedule Foreign Bonds | $4,736,386 | $4,525,202 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See Attached Schedule Wells Fargo | $58,884,610 | $67,963,172 |
| See Attached Schedule Goldman Sachs | $15,370,289 | $16,810,863 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $52,018,027 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $52,550,325 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Flint Hills Founders IV | AT COST | $301,921 | $294,000 |
| Stewartsville Land | AT COST | $252,000 | $252,000 |
| Northpoint Industrial Fun | AT COST | $3,750,000 | $3,750,000 |
| Genefield Rd St Joe Land | AT COST | $46,705 | $46,705 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $16,778,527 | $524,329 | $16,254,198 | $16,254,198 |
| Cabin Project | $4,874,099 | $40,617 | $4,833,482 | $4,833,482 |
| Vehicles | $124,634 | $34,290 | $90,344 | $90,344 |
| Equipment | $18,381 | $5,208 | $13,173 | $13,173 |
| Furniture Fixtuers HQ | $813,531 | $145,274 | $668,257 | $668,257 |
| Land HQ Cabins | $293,330 | $293,330 | $293,330 | |
| Lodge Project | $1,041,075 | $1,041,075 | $1,041,075 | |
| Furniture Cabins | $107,185 | $5,104 | $102,081 | $102,081 |
| 2023 Equipment HQ | $47,246 | $4,375 | $42,871 | $42,871 |
| 2023 HQ Furniture | $140,990 | $140,990 | $140,990 | |
| 2023 Building Improvements | $229,841 | $958 | $228,883 | $228,883 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (6 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bryan Cave | $186,788 | $186,788 | $186,788 |
| Law Office of James C Th | $64,114 | $64,114 | $64,114 |
| Withers Brant Igoe Mu | $18,424 | $18,424 | $18,424 |
| Holtzman Vogel Baran Torc | $16,630 | $16,630 | $16,630 |
| Graves Garrett LLC | $20,883 | $20,883 | $20,883 |
| Forvis LLP | $12,600 | $12,600 | $12,600 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Promissory Note | $124,907,063 | $68,079,256 | $68,079,256 |
| Interset Receivable on Purchased Bonds | $221,735 | $172,306 | $172,306 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS Payment and related e | $255,879 |
| Capital Losses | $1,345,910 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See Attached Schedule | Desc |
| Revenue And Expenses Per Books | $5,759,428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,759,428 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,741,719 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refund of 2122 RE Taxes | Desc |
| Revenue And Expenses Per Books | $79,071 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $79,071 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EL Corp | $30,000 | $30,000 | $30,000 | |
| Goodnight Hewins COMBINE | $5,571 | $5,571 | $5,571 | |
| Flint Hills Man Fee | $31,915 | $31,915 | $31,915 | |
| Excellence in Giving LLC | $72,500 | $72,500 | $72,500 | |
| Focal Design Studio LLC | $55,228 | $55,228 | $55,228 | |
| Ritzman Security and Cons | $6,900 | $6,900 | $6,900 | |
| Rockwell Security | $28,231 | $28,231 | $28,231 | |
| Kansas CIty First Aid LLC | $1,050 | $1,050 | $1,050 | |
| Inv Man Fees Wells Fa | $552,536 | $552,536 | $552,536 | |
| Inv Man Fees Goldman | $37,794 | $37,794 | $37,794 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Buchanan Co RE Taxes | $653 | $653 | $653 |
| Stewartsvilel RE Taxes | $11 | $11 | $11 |
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