MARK & BETTE MORRIS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARK & BETTE MORRIS FAMILY FOUNDATION (EIN 48-1077121)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349103878
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:52:48-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832351929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Young CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5224 SW 40th Ter | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481077121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark & Bette Morris Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7852735055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette M Morris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bette M | PersonFirstNm |
| Person Last | Morris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Young | PreparerPersonNm |
| PTIN | P00611045 | PTIN |
| Phone | 7852711681 | PhoneNum |
| 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 | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $42,892,115 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $374,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,537,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,537,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,537,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $579,241 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $579,241 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,491,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,491,046 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $238,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $238,946 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,495 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $351,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $351,313 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $610,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $610,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,268,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,268,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,878,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $610,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,268,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $612,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,880,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,860,342 | CashBOYAmt |
| Cash EOY | $7,871,540 | CashEOYAmt |
| Cash EOYFMV | $7,871,540 | CashEOYFMVAmt |
| Other Investments BOY | $35,645,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,246,748 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,020,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,506,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,118,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,892,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,806,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,806,365 | CapitalStockEOYAmt |
| Retained Earning BOY | $29,699,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,311,923 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,506,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,118,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,506,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,118,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,506,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $612,142 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,118,288 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,118,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | From Partnerships | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $2,537,209 | GrossSalesPriceAmt |
| Gain Or Loss | $2,537,209 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,537,209 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,537,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,036 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,036 | SubtotalAmt |
| Tax Based On Investment Income | $40,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,579 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $59,579 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,543 | OverpaymentAmt |
| Applied To ES Tax | $19,543 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bette M Morris | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7852735055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette M Morris | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McMorin Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th St | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $238,946 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,111,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,859,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,970,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $45,970,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $689,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,280,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,264,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,264,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,036 | TotalTaxAmt |
| Distributable Before Adj | $2,224,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,224,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,224,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,268,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,268,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,224,010 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,855 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,617 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $124,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $457,894 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,268,150 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,224,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,140 | RemainingDistriFromCorpusAmt |
| Total Corpus | $502,034 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,855 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $455,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,617 | ExcessFromYear4Amt |
| Excess From Year3 | $124,966 | ExcessFromYear3Amt |
| Excess From Year2 | $45,360 | ExcessFromYear2Amt |
| Excess From Year1 | $136,096 | ExcessFromYear1Amt |
| Excess From Current Year | $44,140 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Morris Animal Foundation | |||||||
| 10200 E Girard St | Denver | CO | 80231 | None | PC | Animal Health Research | $1,125,000 |
| Kansas Children's Service League | |||||||
| 3545 SW 5th Ave | Topeka | KS | 66606 | None | PC | Restorative Education | $360,000 |
| Oak Hill School | |||||||
| 86397 Eldon Schaffer Dr | Eugene | OR | 97405 | None | PC | Capitol Improvement | $10,000 |
| Aspen Institute | |||||||
| 2300 North St Suite 700 | Washington | DC | 20037 | None | PC | Program Support | $19,550 |
| Dole Institute of Politics | |||||||
| 2350 Petefish Dr | Lawrence | KS | 66045 | None | PC | Public Education Programs | $25,000 |
| Hammer Museum | |||||||
| 10899 Wilshire Blvd | Los Angeles | CA | 90024 | None | PC | Program Support | $3,750 |
| The Villages | |||||||
| PO Box 4967 | Topeka | KS | 66604 | None | PC | Disability Services | $50,000 |
| Topeka Symphony | |||||||
| PO Box 2206 | Topeka | KS | 66601 | None | PC | Performance Arts | $35,000 |
| Playmaker's Repertory Theatre | |||||||
| UNC- Chapel Hill | Chapel Hill | NC | 27599 | None | PC | Performance Arts | $1,500 |
| Trinity University | |||||||
| 1 Trinity Place | San Antonio | TX | 78212 | None | PC | Education Scholarships | $15,000 |
| Gow School | |||||||
| 2491 Emery Rd | South Wales | NY | 14139 | None | PC | Education Programs | $250,000 |
| Kansas Children's Discovery Center | |||||||
| 4400 SW 10th Ave | Topeka | KS | 66604 | None | PC | Children's Education Programs | $10,000 |
| NOTO Arts District | |||||||
| 935 N Kansas Ave | Topeka | KS | 66608 | None | PC | Public Art Venue | $56,000 |
| Cultivist Art Council | |||||||
| 912 E 12th St | Los Angeles | CA | 90021 | None | PC | Program Support | $2,500 |
| Saint Paul School of Theology | |||||||
| 5123 Truman Rd | Kansas City | MO | 64127 | None | PC | Religious Education | $10,000 |
| Police Athletic League | |||||||
| 800 N 5th St | Kansas City | KS | 66101 | None | PC | Youth Program Support | $10,000 |
| Starlight Theatre Association | |||||||
| 4600 Starlight Rd | Kansas City | MO | 64132 | None | PC | Performance Arts | $5,000 |
| Theatre Communications Group | |||||||
| 520 8th Ave 24th Floor | New York | NY | 10018 | None | PC | Program Support | $16,500 |
| Friends of Free State Capitol | |||||||
| 1019 SW Fillmore St | Topeka | KS | 66604 | None | PC | Restoration Campaign | $4,000 |
| KCRW Public Radio | |||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | None | PC | Public Education | $5,000 |
| Center for Documentary Studies | |||||||
| 1317 W Pettigrew St | Durham | NC | 27705 | None | PC | Public Education | $5,000 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | None | PC | Program Support | $3,650 |
| Rockhurst High School | |||||||
| 9301 State Line Rd | Kansas City | MO | 64114 | None | PC | Religious Education | $10,000 |
| The Film Collaborative | |||||||
| 3405 Cazador St | Los Angeles | CA | 90065 | None | PC | Public Education | $5,350 |
| KU Endowment Association | |||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | None | PC | Breast Cancer Research | $50,000 |
| Stormont Vail Hospital Foundation | |||||||
| 1500 SW 10th Ave | Topeka | KS | 66604 | None | PC | Public Health Services | $25,000 |
| Reconsider | |||||||
| 895 Lundy Rd | Wawarsing | NY | 12489 | None | PC | Transformational Medical Research | $5,000 |
| Visionary Women | |||||||
| 9663 Santa Monica Blvd | Beverly Hills | CA | 90210 | None | PC | Promotion of Causes Related to Women and Girls | $5,000 |
| Leukemia Lymphoma Society | |||||||
| 1972 Innerbelt Business Center Dr | St Louis | MO | 63114 | None | PC | Cancer Research | $5,000 |
| First United Methodist Church | |||||||
| 600 SW Topeka Blvd | Topeka | KS | 66603 | None | PC | Religious Education | $92,000 |
| Sundance Institute | |||||||
| 5900 Wilshire Blvd Suite 800 | Los Angeles | CA | 90036 | None | PC | Discovery and Development of Independent Artists | $3,350 |
| CASA of Shawnee County | |||||||
| 501 SW Jefferson Ave | Topeka | KS | 66607 | None | PC | Advocacy for abused children | $10,000 |
| Junior Achievement | |||||||
| 3735 SW Wanamaker Rd | Topeka | KS | 66610 | None | PC | Youth Development Programs | $10,000 |
| Kansas City Pet Project | |||||||
| 7077 Elmwood Ave | Kansas City | MO | 64132 | PC | Animal Shelter and Services | $10,000 | |
| Hope Center | |||||||
| 2800 E Linwood Blvd | Kansas City | MO | 64128 | PC | Addiction Treatment Programs | $5,000 | |
| Heart of America Patriot Foundation | |||||||
| 13725 Metcalf Ave | Overland Park | KS | 66223 | PC | Educational Scholarship Programs | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,268,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,596 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,537,209 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $579,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,491,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,491,046 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Turner-Agassi Charter School Fund | FMV | ||
| Morgan Creek BRIC Private | FMV | $17,195 | $67,091 |
| JCR Capital | FMV | $13,102 | |
| Narrow River Ararat Fund | FMV | $1,500,000 | $1,631,831 |
| 21VC Fund II | FMV | $313,360 | $199,817 |
| Morgan Creek Partners III | FMV | $293,572 | $559,575 |
| Mill Creek Management | FMV | $1,611,500 | $2,007,247 |
| Prophecy Trading Advisors | FMV | $1,282,221 | $1,670,222 |
| CommonFundNatural Resources IX | FMV | $703,341 | $1,556,250 |
| TCA Global Credit Fund | FMV | $643,853 | $1,210,569 |
| Turner Agassi II | FMV | $313,455 | $346,245 |
| Suvretta Long Fund | FMV | $109,216 | |
| CRG Partners III | FMV | $632,100 | $786,814 |
| Lunar Capital Partners IV | FMV | $1,644,707 | $663,271 |
| Sciens Real Assets Offshore | FMV | $99,546 | |
| Vietnam Investments III | FMV | $602,751 | $845,924 |
| Balbec Insolve | FMV | $304,026 | $326,079 |
| Emerald Creek | FMV | $2,781,856 | $2,781,856 |
| Emergent Indonesia Fund | FMV | $1,383,496 | $887,285 |
| Enlightenment Capital | FMV | $459,378 | |
| SBC Latin American Housing | FMV | $1,980,845 | $1,029,664 |
| Tiger Pacific Fund | FMV | $2,000,000 | $2,046,857 |
| HASelect Life Fund Carlisle | FMV | $766,048 | $1,380,739 |
| HBC Mega Trends | FMV | $533,301 | $880,000 |
| Morgan Creek Private Opp - Didi | FMV | $955,901 | $290,937 |
| Oak Street | FMV | $493,557 | $762,210 |
| CommonFund Secondary II | FMV | $1,115,719 | $1,901,167 |
| Vector Capital | FMV | $1,084,349 | $1,191,349 |
| CRG Partners IV | FMV | $655,014 | $608,953 |
| Pravati Capital IV | FMV | $1,040,983 | $1,056,762 |
| Art Lending | FMV | $1,098,224 | $1,098,224 |
| Centerbridge II | FMV | $332,324 | $139,623 |
| CommonFund Secondary III | FMV | $691,376 | $979,885 |
| Hengistbury Fund | FMV | $1,500,000 | $1,464,470 |
| New 2nd Capital II | FMV | $540,993 | $711,447 |
| RCP Direct IV | FMV | $180,000 | $213,653 |
| Audax | FMV | $100,864 | $100,920 |
| RCP XVI | FMV | $140,000 | $113,141 |
| TrueBridge Capital VII | FMV | $182,961 | $166,381 |
| Vietnam Investments IV | FMV | $58,766 | $70,000 |
| Libra Advisors | FMV | $139,787 | |
| Fidelity Investments | FMV | $2,768,090 | $2,453,088 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Service Charges | $101 | $101 |
| Investment Expenses From Partnerships | $351,212 | $351,212 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | $579,241 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $579,241 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $238,946 | Amt |
| Net Investment Income | $238,946 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Income Tax | $20,000 | $20,000 |
| Foreign Tax Expense | $495 | $495 |
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