STANLEY M HERZOG CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STANLEY M HERZOG CHARITABLE FOUNDATION (EIN 81-4698720)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202331329349101343
Schema version
2022v5.0
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)
Return2023-05-12T09:08:46-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263675889PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Law Office of James C Thomas IIIBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17509 NW Tiffany Springs ParkwayAddressLine1Txt
Address Line2Suite 300AddressLine2Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64153ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814698720EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stanley M Herzog Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Kristen AnsleyInCareOfNm
Business Name ControlSTANBusinessNameControlTxt
Phone8165849393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114450 N US 169 Ste LAddressLine1Txt
CitySmithvilleCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64089ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTEN ANSLEYPersonNm
Person TitleSecTreasPersonTitleTxt
Phone8165849393PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTENPersonFirstNm
Person LastANSLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C THOMAS IIIPreparerPersonNm
PTINP01445728PTIN
Phone8165849393PhoneNum
Preparation2023-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$349,143,526FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$252,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,824,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,824,002DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,824,002DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$5,000GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$5,000GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$5,000GrossRentsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$614,261CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$614,261NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$9,081,002TotalRevAndExpnssAmt
Total Net Invst Incm$9,443,263TotalNetInvstIncmAmt
Total Adj Net Incm$9,443,263TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$602,011CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Adj Net Incm$602,011CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$602,011CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,349,809OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Adj Net Incm$1,349,809OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,349,809OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$181,512PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Adj Net Incm$181,512PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$181,512PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$576,038LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$576,038LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$576,038LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,747AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$14,747AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$14,747AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$589,156OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$460,856OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$589,156OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$128,300OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$144,815DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$144,815DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$39,824OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$39,824OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$39,824OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$104,385TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$104,385TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$104,385TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,052,745OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,655OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,052,745OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,044,090OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,655,042TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$469,511TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,655,042TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,040,716TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,468,229ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,468,229ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,123,271TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$469,511TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,655,042TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,508,945TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,042,269ExcessRevenueOverExpensesAmt
Net Investment Income$8,973,752NetInvestmentIncomeAmt
Adjusted Net Income$2,788,221AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$295,939CashBOYAmt
Cash EOY$691,394CashEOYAmt
Cash EOYFMV$691,394CashEOYFMVAmt
Sav And Temp Cash Invst BOY$40,232,821SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,864,184SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,808,523SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$20,581,600USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,434,310USGovtObligationsEOYFMVAmt
Corporate Stock BOY$38,033,737CorporateStockBOYAmt
Corporate Stock EOY$52,076,935CorporateStockEOYAmt
Corporate Stock EOYFMV$46,393,915CorporateStockEOYFMVAmt
Corporate Bonds BOY$70,479,472CorporateBondsBOYAmt
Corporate Bonds EOY$100,158,796CorporateBondsEOYAmt
Corporate Bonds EOYFMV$94,787,150CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$478,240OtherInvestmentsEOYAmt
Other Investments EOYFMV$457,652OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$22,586,600LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$144,816LandBldgEquipAccumDeprecAmt
Land BOY$12,312,759LandBOYAmt
Land EOY$22,441,784LandEOYAmt
Land EOYFMV$22,441,784LandEOYFMVAmt
Other Assets BOY$199,624,518OtherAssetsBOYAmt
Other Assets EOY$125,128,798OtherAssetsEOYAmt
Other Assets EOYFMV$125,128,798OtherAssetsEOYFMVAmt
Total Assets BOY$360,979,246TotalAssetsBOYAmt
Total Assets EOY$360,421,731TotalAssetsEOYAmt
Total Assets EOYFMV$349,143,526TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$360,979,246NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$360,421,731NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$360,979,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$360,421,731TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$360,979,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$360,421,731TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$360,979,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,042,269ExcessRevenueOverExpensesAmt
Other Increases$614,261OtherIncreasesAmt
Subtotal$360,551,238SubtotalAmt
Other Decreases$129,507OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$360,421,731TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$614,261CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$614,261NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$124,735InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$124,735SubtotalAmt
Tax Based On Investment Income$124,735TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4,705EsPenaltyAmt
Tax Due$129,440TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kristen AnsleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8165849393PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114450 N US 169 Ste LAddressLine1Txt
CitySmithvilleCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64089ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistributed Income PY11000UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TODD GRAVES
1100 Main Street Ste 2700Kansas CityMO64105Chrmn of Bd Dir25.00$217,639
JOHN ELLIOTT
P O Box 328SmithvilleMO64089Director and Vice Chr20.00$161,388
KRISTEN ANSLEY
110 Main Street Ste 2700Kansas CityMO64105Director and SecTreas30.00$170,123
DARRELL JONES
14450 N US 169 Ste LSmithvilleMO64089President40.00$231,973
STEPHANIE GOODNIGHT
14450 N US 169 Ste LSmithvilleMO64089Vice President Opera40.00$118,209

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
AARON FULK
14450 N US 169 Ste LSmithvilleMO64089IT Director40.00$101,764
CHRISTOPHER VAS
14450 N US 169 Ste LSmithvilleMO64089Content Director40.00$73,644
ELIZABETH ROBERTS
14450 N US 169 Ste LSmithvilleMO64089Communications Dir40.00$74,493
JAMIE CHAMPLIN
14450 N US 169 Ste LSmithvilleMO64089Finance Director40.00$80,294
MICHAEL RYAN
14450 N US 169 Ste LSmithvilleMO64089Exec Editor of Publi40.00$87,386
FieldValueIRS element (for citing)
Other Employee Paid Over50k3OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
The Prosper Group
P O Box 488GreenwoodIN46142AdvertisingMedia Services$571,500
Bryan Cave
P O Box 503089Saint LouisMO63150Legal Services$410,113
Antonym LLC
104 Hollytree CtGeorgetownTX78628TechnologyWeb Development$194,250
Engage
P O Box 320188AlexandriaVA22320Web DevelopmentBranding$120,000
American Philanthropic LLC
119 N High StWest ChesterPA19380Training DevelopmentConsu$87,750

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The organization made grants to schools and other organizations Also includes 60000 awared in connection with Excellend in Education Awards program part of 2 and prizes for essay contest winnersDescription1Txt
Expenses1$3,528,130Expenses1Amt
Description2The organization developed and delivered training programs and resources to the staff and leaders of Christian schools including trainingboot camps SchoolBox and Excellece in Education AwardsDescription2Txt
Expenses2$1,450,358Expenses2Amt
Description3The organization created and published materials news stories podcasts and videos that were made available to Christian schools and general public audiencesDescription3Txt
Expenses3$980,557Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$316,276,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,405,614AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$252,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$335,934,246TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$335,934,246AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,039,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$330,895,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,544,762MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,544,762MinimumInvestmentReturnAmt
Tax Based On Investment Income$124,735TaxBasedOnInvestmentIncomeAmt
Total Tax$124,735TotalTaxAmt
Distributable Before Adj$16,420,027DistributableBeforeAdjAmt
Distributable Before Ded$16,420,027DistributableBeforeDedAmt
Distributable As Adjusted$16,420,027DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,508,945ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$10,295,841CharitableAssetsAcquisPaidAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$19,804,786QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,420,027DistributableAsAdjustedAmt
Undistributed Income PY$12,255,347UndistributedIncomePYAmt
Qualifying Distributions$19,804,786QualifyingDistributionsAmt
Applied To Year1$12,255,347AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,549,439AppliedToCurrentYearAmt
Undistributed Income CY$8,870,588UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTEN ANSLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114450 N US 169 Hwy Ste LAddressLine1Txt
CitySmithvilleCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64089ZIPCd
FieldValueIRS element (for citing)
Form And Info And MaterialsNo specific form at this timeFormAndInfoAndMaterialsTxt
Submission DeadlinesNo specific deadlines at this timeSubmissionDeadlinesTxt
Restrictions On AwardsNo specific provisions developed at this timeRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
St Joseph Christian School
5401 Gene Field RoadSaint JosephMO64506PCScholarship Fund$17,500
St Paul Lutheran School
4715 Frederick AveSaint JosephMO64506PCScholarship Fund$21,250
Bishop Leblond
3529 Frederick AveSaint JosephMO64506PCScholarship Fund$7,500
St Teresa's Academy
5600 Main StreetKansas CityMO64113PCScholarshiop Fund$2,500
St Francis Xavier School
2618 Seneca StreetSaint JosephMO64507PCScholarship Fund$10,000
Herzog Tomorrow
14450 N US 169 Ste LSmithvilleMO64089PCGeneral Purposes$2,000,000
VELA Education Fund
1320 N Courthouse Road Ste 500ArlingtonVA22201PCGeneral Purposes$150,000
VARIOUS -- BILL OF RIGHTS ESSAY CON
14450 N US 169 Ste LSmithvilleMO64089Essay Contest Winners$2,400NONE
St Joseph Christian School
5401 Gene Field RoadSaint JosephMO64506PCGeneral Purposes$398,000
Benedictine College
1020 N 2nd SAtchisonKS66002PCGeneral Purposes$25,000
Martin Luther Academy
7010 N Overland DriveKansas CityMO64151PCGeneral Purposes$50,000
Bright Futures Fund
20 W 9th StreetKansas CityMO64105PCgeneral purposes$27,500
Northland Christian School
10500 N Arrowhead TrafficwayKansas CityMO64155PCGeneral Purposes$100,000
Lutheran High School of Kansas City
12411 Wornall RoadKansas CityMO64145PCGeneral Purposes$25,000
Providence School of the Arts
5809 Michigan AveKansas CityMO64130PCgeneral purposes$50,000
Tarkio College
402 N 13th StreetTarkioMO64491PCgeneral purposes$116,700
Regents School of Charlottesville
200 Bob Finly WayCharlottesvilleVA22903PCgeneral purposes$66,000
Second Baptist School
6410 Woodway DriveHoustonTX77057PCgeneral purposes$100,000
Summit Christian Academy
1500 SW Jefferson StLees SummitMO64081PCgeneral purposes$100,000
Our Savior Christian Academy
1103 South CommercialSmithvilleMO64089PCgeneral purposes$10,000
Northeast Christian High School
1702 N Elson StKirksvilleMO63501PCgeneral purposes$60,000
VARIOUS TEACHER AWARDS 2500 EACH
14450 N US 169SmithvilleMO64089IExcellence in Christan Education Awards$60,000NONE
Answers In Genesis
P O Box 510HebronKY41048PCgeneral purposes$35,000
Clay County 4-H
1901 NE 48th StKansas CityMO64118PCSponsorhip Ad$80
The Center for Truth in Love
710 Scenic Hwy Ste 114PensacolaFL32503PCBroadcast Sponsorship$5,000
Platte County 4-H
11724 Plaza Circle Ste 300Kansas CityMO64153PCSponsorship$100
Renewanation
P O Box 12366RoanokeVA24025PCgeneral purposes$25,000
Teach 4 The HEart
1711 Brookview BlvdClevelandOH44134PC2022 Rise Up Event Sponsorship$2,000
Smithville Education Foundation
655 S Commercial AveSmithvilleMO64089PCgeneral purposes$500
National Alliance of Christian Home Education Leadership
46 South RoadHoldenMA01520PCconference sponsorship$2,500
CEAM
1310 Papin Street Ste 105Saint LouisMO63103PCIdea Gala Sponsorship$3,000
Smithville Chamber of Commerce
105 W Main StSmithvilleMO64089PCEvent Sponorship$500
St Stephen Lutheran Church
1233 Wellington WayLibertyMO64068PCEvent Sponsorship$500
Independent Women's Forum
4 Weems Lane Ste 312WinchesterVA22601PCForum Sponsorship$300
Lutheran Elementary School Assoc
11123 South Towne Square Ste FSaint LouisMO63123PCEvent Sponsorship$500
Parkville Women's Clinic
6326 N Lucerne AveKansas CityMO64151PCgeneral purposes$3,000
Arizona River Runners
P O Box 47788PhoenixAZ85068PCEvent Sponsorship$800
Philanthropy Roundtable
1120 20th Street NW Ste 550WashingtonDC20036PCgeneral purposes$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,528,130TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCK Partnership LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1525 S MariMack DriveAddressLine1Txt
CityKearneyCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64060ZIPCd
FieldValueIRS element (for citing)
Total Contributions$252,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyLand in Stewartsville Dekalb County MissoruiNoncashPropertyDesc
Fair Market Value$252,000FairMarketValueAmt
Received2022-11-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryUHYCategoryTxt
Amt$14,747Amt
Adjusted Net Income$14,747AdjustedNetIncomeAmt
Disbursements Charitable Prps$14,747DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
See Attached Schedule Corporate Bonds$92,654,501$87,817,229
See Attached Schedule Foreign Bonds$7,504,295$6,969,921

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
See Attached Schedule Wells Fargo$41,855,730$37,213,277
See Attached Schedule Goldman Sachs$10,221,205$9,180,638

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,581,600USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$20,434,310USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Flint Hills Founders IVAT COST$226,240$205,652
Stewartsville LandAT COST$252,000$252,000
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Building$16,778,527$104,866$16,673,661$16,673,661
Cabin Project$4,013,119$4,013,119$4,013,119
Vehicles$124,634$9,363$115,271$115,271
Equipment$18,381$1,532$16,849$16,849
Furniture FixturesHQ$813,531$29,055$784,476$784,476
Land HQ Cabins$293,330$293,330$293,330
Lodge Project$545,078$545,078$545,078

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (5 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bryan Cave$401,021$401,021$401,021
James C Thomas III$85,607$85,607$85,607
Graves Garrett$46,077$46,077$46,077
Withers Brandt Igoe M$41,689$41,689$41,689
Holtzman Vogel$1,644$1,644$1,644

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Promissory Note$199,561,541$124,907,063$124,907,063
Interest Receivable on Purchased Bonds$62,977$221,735$221,735

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Taxes on Investment Incom$129,506
Rounding Adjustments$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
General Program Expenses$405$405$405
Advertising$30,306$30,306$30,306
Technology$109,329$109,329$109,329
Award Programs Excellence In Christian Education$202,979$202,979$202,979
Training Programs$998,207$998,207$998,207
SchoolBox Program$309,172$309,172$309,172
ReadLion Program$31,055$31,055$31,055
ESA Program$64,641$64,641$64,641
Find My School Program$50,000$50,000$50,000
Morning Routine Program$9,156$9,156$9,156
Mail fundraisingdonations$8,863$8,863$8,863
Communications Content$980,557$980,557$980,557
Bank Charges$519$519$519
Dues Subscriptions$6,347$6,347$6,347
Insurance$47,515$47,515$47,515
Office Supplies$37,501$37,501$37,501
Repairs and Maintenance$32,035$32,035$32,035
Miscellaneous$57,209$57,209$48,554$8,655
Taxes Licenses$76,949$76,949$76,949

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCapital GainsDesc
Amt$614,261Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
E L Corp$60,000$60,000$60,000
Excellence in Giving$65,000$65,000$65,000
Washington Intelligence B$375$375$375
Aaron Fulk$2,925$2,925$2,925
Wells Fargo Invest Man$426,917$426,917$426,917
Goldman Invest Man$10,051$10,051$10,051
Flint Hills Invest Man$23,888$23,888$23,888

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