BETA

LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202341359349104454
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)
Return2023-05-15T15:07:27-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752986125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STRATUS GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111300 TOMAHAWK CREEK PKWY SUITE 310AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP662112693ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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 TitleDIRECTORPersonTitleTxt
Phone8164440330PhoneNum
Signature2023-04-27SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENNIS CPersonFirstNm
Person LastMARKERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOURTNEY B JONESPreparerPersonNm
PTINP00547684PTIN
Phone9136479750PhoneNum
Preparation2023-05-01PreparationDt
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$12,371,346FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$361,610ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17,989InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,989InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$212,686DividendsRevAndExpnssAmt
Dividends Net Invst Incm$210,537DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,471NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,379,499GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,471CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,640OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,640OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$602,396TotalRevAndExpnssAmt
Total Net Invst Incm$238,637TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,426AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,213AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,213AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,845TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$323OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$322OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,536TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,535TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$440,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$440,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$448,416TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,536TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$443,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$153,980ExcessRevenueOverExpensesAmt
Net Investment Income$236,101NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,372,960SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,709,088SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,709,088SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,698,592CorporateStockBOYAmt
Corporate Stock EOY$4,019,027CorporateStockEOYAmt
Corporate Stock EOYFMV$5,140,585CorporateStockEOYFMVAmt
Other Investments BOY$4,157,799OtherInvestmentsBOYAmt
Other Investments EOY$3,655,216OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,521,673OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,229,351TotalAssetsBOYAmt
Total Assets EOY$9,383,331TotalAssetsEOYAmt
Total Assets EOYFMV$12,371,346TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,229,351RetainedEarningBOYAmt
Retained Earning EOY$9,383,331RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,229,351TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,383,331TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,229,351TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,383,331TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,229,351TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$153,980ExcessRevenueOverExpensesAmt
Subtotal$9,383,331SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,383,331TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - SEE ATTACHEDP$1,375,000$1,375,000
MORGAN STANLEY - SEE ATTACHEDP$19$28-$9-$9
FieldValueIRS element (for citing)
Capital Gain Net Income$4,471CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,282InvestmentIncomeExciseTaxAmt
Subtotal$3,282SubtotalAmt
Tax Based On Investment Income$3,282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,994EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,994TotalPaymentsAndCreditsAmt
Overpayment$6,712OverpaymentAmt
Applied To ES Tax$6,712AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr 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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MR DENNIS C MARKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
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 QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 CITYMO64113DIRECTOR000.00$0$0$0
SUSAN LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
SARA LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
DAVID MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,108,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,447,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,555,222TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,555,222AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,328CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,366,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$618,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$618,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,282TaxBasedOnInvestmentIncomeAmt
Total Tax$3,282TotalTaxAmt
Distributable Before Adj$615,063DistributableBeforeAdjAmt
Distributable Before Ded$615,063DistributableBeforeDedAmt
Distributable As Adjusted$615,063DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$443,035ExpensesAndContributionsAmt
Qualifying Distributions$443,035QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$615,063DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$527,633ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$527,633TotalExcessDistributionCyovAmt
Qualifying Distributions$443,035QualifyingDistributionsAmt
Applied To Current Year$443,035AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$172,028ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$172,028ExcessDistributionCyovAppCYAmt
Total Corpus$355,605TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$355,605ExcessDistriCyovToNextYrAmt
Excess From Year2$355,605ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENNIS C MARKERContributingManagerNm
Contributing ManagerSUSAN LORDIContributingManagerNm

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 (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
211 W ARMOUR BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$7,500
ANGELS LEFT BEHIND
PO BOX 52BELTONMO64012N/APUBLICOPERATIONS$2,000
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$6,000
DEEP ROOTS
PO BOX 32131KANSAS CITYMO64171N/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$7,000
HARVESTERS COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129N/APUBLICOPERATIONS$25,000
HEARTLAND CENTER
16965 NW 45 HWYPARKVILLEMO64152N/APUBLICOPERATIONS$3,500
INCARNATE WORD
2788 NORMANDY DRIVEST LOUISMO63121N/APUBLICOPERATIONS$4,500
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$5,000
KC BALLET
1616 BROADWAY STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$18,000
KCUR PUBLIC RADIO
4825 TROOST STE 202KANSAS CITYMO64110N/APUBLICOPERATIONS$15,000
MISSOURI PRAIRIE FOUNDATION
PO BOX 856MEXICOMO65265N/APUBLICOPERATIONS$50,000
MORGAN COUNTY CARING FOR KIDS
PO BOX 392VERSAILLESMO65084N/APUBLICOPERATIONS$7,500
MORGAN CO FOOD PANTRY
PO BOX 44VERSAILLESMO65084N/APUBLICOPERATIONS$10,000
MORGAN COUNTY HISTORICAL SOCIETY
120 N MONROEVERSAILLESMO65084N/APUBLICOPERATIONS$3,000
NSBA
1680 DUKE ST FL2ALEXANDRIAVA22314N/APUBLICOPERATIONS$4,000
POWELL GARDENS
1609 NW US HIGHWAYKINGSVILLEMO64061N/APUBLICOPERATIONS$21,000
RAINBOW SCHOOL
7850 HOLMES ROADKANSAS CITYMO64131N/APUBLICOPERATIONS$4,500
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313N/APUBLICOPERATIONS$10,000
SAVE INC
PO BOX 45301KANSAS CITYMO64171N/APUBLICOPERATIONS$5,000
SECOND PRESBYTERIAN CHURCH
318 E 55TH STREETKANSAS CITYMO64113N/APUBLICOPERATIONS$15,000
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$20,000
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$55,000
SCHOOL OF ECONOMICS
200 NW 14TH STREETBLUE SPRINGSMO64015N/APUBLICOPERATIONS$10,000
EM'S SPOTLIGHT
8257 WORNALLKANSAS CITYMO64114N/APUBLICOPERATIONS$4,000
NORTH AMERICAN BLUEBIRD
PO BOX 7844BLOOMINGTONIN47407N/APUBLICOPERATIONS$4,000
KANSAS CITY PBS
125 E 31ST STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$25,000
MONARCH WATCH
2021 CONSTANT AVELAWRENCEKS66047N/APUBLICOPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$440,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,989ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$212,686ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$5,640ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,471ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$240,786ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$240,786TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
DENNIS C MARKER
11216 W 57TH TERRACEKANSAS CITYMO64113$180,805Yes (X)
SUSAN LORDI
21216 W 57TH TERRACEKANSAS CITYMO64113$180,805Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
1250 SH BERKSHIRE HATHAWAY CL-B$78,960
1250 SH SPDR S&P 500 ETF TRUST$101,845
2250 SH BERKSHIRE HATHAWAY CL-B$78,960
2250 SH SPDR S&P 500 ETF$101,845

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySTRATUS GROUP LLCCategoryTxt
Amt$4,426Amt
Net Investment Income$2,213NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,213DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$4,019,027EOYBookValueAmt
EOYFMV$5,140,585EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED AND CLOSED END FUNDSAT COST$2,428,872$4,299,037
CERTIFICATES OF DEPOSITAT COST$950,000$932,833
MUTUAL FUNDSAT COST$276,344$289,803

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MORGAN STANLEY$40$20$20
MISCELLANEOUS EXPENSE$605$303$302

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ENTERPRISE PRODUCTS PARTNERS$3,350$3,350
ENTERPRISE PRODUCTS PARNTERS-$7-$7
ENTERPRISE PROD BOOK OVER TAX$2,297$2,297

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$2,845Amt

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