KELLY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FAMILY FOUNDATION (EIN 27-6825262)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202201299349100220
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T07:45:37-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823572825 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFE Investments LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4615 N 111th St | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276825262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9132101788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3955 | AddressLine1Txt |
| City | Olathe | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bonnie C Kelly | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bonnie C | PersonFirstNm |
| Person Last | Kelly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sara Stubler | PreparerPersonNm |
| PTIN | P01332766 | PTIN |
| Phone | 9132078853 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,277,965 | 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 | $5,983,910 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100,624 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,624 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $497,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $497,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,952,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,124,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,952,252 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,534,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,550,117 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,774 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,774 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,910 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $120,402 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,402 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $130,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,813,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,813,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,944,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,813,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,590,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,420,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,767,880 | CashBOYAmt |
| Cash EOY | $2,972,139 | CashEOYAmt |
| Cash EOYFMV | $2,972,139 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,282,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,935,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,576,622 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,854,585 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,660,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,729,204 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $21,905,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,568,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,277,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,905,414 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,568,839 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,905,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,568,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,905,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,568,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,905,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,590,016 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,495,430 | SubtotalAmt |
| Other Decreases | $2,926,591 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,568,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| Bond Amortization Adjustment | P | 2021-12-31 | $10 | -$10 | -$10 | |
| Capital Gain Distributions | P | 2021-12-31 | $121,546 | $121,546 | $121,546 | |
| LT Covered from Investment Accounts | P | 2021-12-31 | $6,144,854 | $3,186,590 | $3,186,590 | $9,331,444 |
| LT Noncovered from Investment Accounts | P | 2021-12-31 | $1,054,029 | -$898 | -$898 | $1,053,131 |
| ST Covered from Investment Accounts | P | 2021-12-31 | $3,973,432 | $645,024 | $645,024 | $4,618,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,952,252 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,952,252 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,438 | SubtotalAmt |
| Tax Based On Investment Income | $61,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,297 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,297 | TotalPaymentsAndCreditsAmt |
| Tax Due | $48,141 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Bonnie C Kelly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132101788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3955 | AddressLine1Txt |
| City | Olathe | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66063 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bonnie C Kelly | ||||||
| PO Box 3955 | Olathe | KS | 66063 | Trustee | 1.00 | $0 |
| Gerald A Kelly Jr | ||||||
| PO Box 3955 | Olathe | KS | 66063 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,182,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,542,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $28,542,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $428,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,113,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,405,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,405,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,438 | TotalTaxAmt |
| Distributable Before Adj | $1,344,262 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,344,262 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,344,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,813,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,813,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,344,262 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $581,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $541,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $404,379 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $931,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,241,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,701,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,813,925 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,344,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,469,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,170,966 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $581,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,589,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $541,877 | ExcessFromYear4Amt |
| Excess From Year3 | $404,379 | ExcessFromYear3Amt |
| Excess From Year2 | $931,660 | ExcessFromYear2Amt |
| Excess From Year1 | $1,241,866 | ExcessFromYear1Amt |
| Excess From Current Year | $1,469,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bonnie C Kelly | ContributingManagerNm |
| Contributing Manager | Gerald A Kelly Jr | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bonnie C Kelly | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3955 | AddressLine1Txt |
| City | Olathe | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9132101788 | RecipientPhoneNum |
| Form And Info And Materials | Unspecified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | All submissions should relate to the foundation's mission statement and be used to improve the quality of life in children, women and animals within the United States by supporting programs that focus on education, mental and physical wellness and caliber of life. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFIA Holding Company | |||||||
| 800 W Meyer Blvd | Kansas City | MO | 64113 | N/A | PC | To support the Academy for the Integrated Arts, a Missouri public charter school. | $100,000 |
| Barrier Island Free Medical Clinic | |||||||
| 3226 Maybank Hwy Building C | Johns Island | SC | 29455 | N/A | PC | Donation to provide medical support to those in need | $25,000 |
| Benedictine College | |||||||
| 1020 North 2nd St | Atchison | KS | 66002 | N/A | PC | Donation to a college to support education | $55,000 |
| Bravo Vail | |||||||
| 2271 North Frontage Rd W Suite C | Vail | CO | 81657 | N/A | PC | To enrich people's lives by fostering music education and promoting an appreciation of the arts. | $5,000 |
| Catholic Charities of Kansas City-S | |||||||
| 4001 Blue Parkway Suite 250 | Kansas City | MO | 64130 | N/A | PC | Donation to help the catholic church provide charity to the underprivileged | $15,000 |
| Catholic Charities of NE Kansas | |||||||
| 9720 West 87th St | Overland Park | KS | 66212 | N/A | PC | Donation to help the Catholic Church provide charity to the underprivileged | $15,000 |
| Catholic Education Foundation | |||||||
| 12615 Parallel Parkway | Kansas City | KS | 66109 | N/A | PC | Donation to help provide catholic education for underprivileged children | $125,000 |
| Charleston Area Therapeutic Riding | |||||||
| 2669 Hamilton Rd | Johns Island | SC | 29455 | N/A | PC | To assist with providing quality therapeutic horseback riding programs to individuals with a wide variety of disabilities in a safe and enjoyable environment. | $50,000 |
| Charleston Collegiate School | |||||||
| 2024 Academy Dr | Johns Island | SC | 29455 | N/A | PC | Donation to a school to support education | $5,000 |
| Children's International | |||||||
| 2000 East Red Bridge Rd | Kansas City | MO | 64121 | N/A | PC | Donation to bring real and lasting change to children living in poverty | $25,000 |
| Children's Mercy Hospital | |||||||
| 2401 Gillham Rd | Kansas City | MO | 64108 | N/A | PC | Donation to help children with life threatening illness and their families | $50,000 |
| City Union Mission | |||||||
| 1100 E 11th St | Kansas City | MO | 64106 | N/A | PC | Donation to help provide clothing and other items for the poor and homeless | $5,000 |
| Cristo Rey Kansas City | |||||||
| 211 W Linwood Blvd | Kansas City | MO | 64111 | N/A | PC | Donation to a Sisters of Charity High School providing college prep and education scholarships | $10,000 |
| Doctors Without Borders | |||||||
| 333 7th Ave | New York | NY | 10001 | N/A | PC | Donation to deliver independent medical care to victims of armed conflict, bring relief in the aftermath of natural or man-made disasters, and fight deadly epidemics in more than 70 countries around the world. | $10,000 |
| Giving Grove | |||||||
| 300 E 39th St | Kansas City | MO | 64111 | N/A | PC | To support providing healthy calories, strengthen community and improve the urban environment through a nationwide network of sustainable little orchards to dramatically increase access to healthy food. | $5,000 |
| Habitat for Humanity Sea Island | |||||||
| 3304 Maybank Highway | Johns Island | SC | 29455 | N/A | PC | To help build homes, improve lives. | $30,000 |
| Heart to Heart International | |||||||
| PO Box 15566 | Lenexa | KS | 66285 | N/A | PC | Donation to provide crisis relief worldwide | $200,000 |
| Inclusion Connections | |||||||
| 2073 E Santa Fe | Olathe | KS | 66062 | N/A | PC | To assist teens and young adults with disabilities by creating inclusive opportunities for community involvement. | $10,000 |
| Kansas City Symphony | |||||||
| 1703 Wyandotte Suite 200 | Kansas City | MO | 64105 | N/A | PC | To help transform hearts, minds, and communities through the power of symphonic music. | $5,000 |
| Kiawah Cares Foundation | |||||||
| 23 Beachwalker Dr | Kiawah Island | SC | 29455 | N/A | PC | To help celebrate a community, as well as work together to address social issues on the islands of Kiawah, Johns and Wadmalaw. | $5,000 |
| Kiawah Conservancy | |||||||
| 80 Kestrel Ct | Kiawah Island | SC | 29455 | N/A | PC | To preserve and enhance Kiawah Island's unique balance of nature and development. | $2,500 |
| KVC Health Systems | |||||||
| 21350 W 153rd St | Olathe | KS | 66061 | N/A | PC | Donation to assist children and families with mental health care, medical, social services and education | $15,000 |
| Love Fund for Children | |||||||
| 3030 Summit | Kansas City | MO | 64108 | N/A | PC | Helping build a Kansas City community in which every child lives a life without need. | $10,000 |
| My Sister's House | |||||||
| 3053 Freeport Blvd 120 | Sacramento | CA | 95818 | N/A | PC | To eliminate domestic violence, sexual assault, and human trafficking in the community. | $15,300 |
| Northampton Survival Center | |||||||
| 675 N St Clair 21st Floor | Chicago | IL | 60611 | N/A | PC | Donation to help battle cancer through scientific discovery, advancing medical knowledge, providing compassionate state-of-the-art cancer care, and training the next generation of clinicians and scientists. | $25,000 |
| Rockhurst High School | |||||||
| 9301 State Line RD | Kansas City | MO | 64114 | N/A | PC | Donation to help provide education to young boys based on Jesuit ideals and Catholic educational tradition. | $575,000 |
| Safehouse | |||||||
| PO Box 4563 | Overland Park | KS | 66204 | N/A | PC | Donation to break the cycle of domestic violence and partner abuse for victims and their children by providing shelter, advocacy, counseling, and prevention education in our community. | $50,000 |
| School of Faith | |||||||
| PO Box 25467 | Shawnee Mission | KS | 66225 | N/A | PC | Donation to provide ongoing adult catechesis at schools and parishes throughout the archdiocese of Kansas City. | $25,000 |
| Sea Islands Hunger Awareness | |||||||
| PO Box 268 | Johns Island | SC | 29457 | N/A | PC | To fight island hunger with healthy food and clean water one meal at a time | $30,000 |
| Show Me Riders | |||||||
| 8100 Harry Truman Dr | Grandview | MO | 64108 | N/A | PC | Help introduce horsemanship to young people. | $3,000 |
| St Agnes | |||||||
| 5250 Mission Rd | Roeland Park | KS | 66205 | N/A | PC | To provide a place of worship, reconciliation, and offer an occasion for a deepening conversation and step forward in the journey to God. | $10,000 |
| The Care Center | |||||||
| 285 Main St | Dayton | TN | 37321 | N/A | PC | To help promote and affirm the sanctity of human life by empowering mothers and fathers to make life-affirming decisions regarding pregnancy, to uphold the value of abstinence before marriage, to present hope and help after abortion, and provide compassionate medical care, counseling, and education, through the gospel of our Lord, Jesus Christ. | $25,000 |
| The Common School | |||||||
| PO Box 2248 | Amherst | MA | 01004 | N/A | PC | Help create a safe and stimulating atmosphere for learning that encourages children to trust in themselves and others, honor differences, question, take risks, collaborate, assume responsibility, and discover individual areas of strength and interest. | $25,000 |
| Vail Health Foundation | |||||||
| 322 Beard Creek Rd | Edwards | CO | 81632 | N/A | PC | To generate philanthropy and awareness that support the Vail Health nonprofit organization. | $10,000 |
| Vail Valley Foundation | |||||||
| 90 W Benchmark Rd 300 | Avon | CO | 81620 | N/A | PC | To enhance the quality of life in the Vail Valley and showcase the community. | $10,000 |
| Wingmasters | |||||||
| 34 Long Hill Rd | Leverett | MA | 01054 | N/A | PC | To increase public understanding and appreciation of North American bird of prey. | $5,000 |
| Benedictine Sisters of Perpetual Ad | |||||||
| 31970 State Highway P | Clyde | MO | 64432 | N/A | PC | Strive to witness to God's presence in our world through our community life and by offering a welcoming space for silence, prayer and spiritual hospitality in a shared environment of monastic peace. | $20,000 |
| Charlotte Street Foundation | |||||||
| 3333 Wyoming Street | Kansas City | MO | 64111 | N/A | PC | Cultivating an environment where contemporary art and artists thrive | $1,000 |
| Community Adolescent Resource and C | |||||||
| 247 Cadot St | Holyoke | MA | 01040 | N/A | PC | To provide comprehensive eduction, social and other support services for parenting, pregnancy or at-risk teenagers and young women. | $25,000 |
| Cookies for Kids | |||||||
| PO Box 415 | Califon | NJ | 07830 | N/A | PC | Research to develop new, improved, and less toxic treatments for pediatric cancer | $5,000 |
| Cultural Enrichment Center of Ft Co | |||||||
| 223 Linden St | Fort Collins | CO | 80524 | N/A | PC | Provide curriculum that advances a student's readiness to explore and engage in core educational concepts through the lens of an African American. | $50,000 |
| Florence Crittenton | |||||||
| 19 Saint Margaret St | Charlotte | SC | 29403 | N/A | PC | To provide hope, safety, and opportunity to at-risk, pregnant, and parenting young women in order to instill self-worth and self-sufficiency. | $20,000 |
| Gabriel Project | |||||||
| 3021 N 54th St | Kansas City | KS | 66104 | N/A | PC | To provide support and non-judgmental assistance for unplanned pregnancies. | $650,000 |
| Holy Cross School | |||||||
| 8101 W 95th St | Overland Park | KS | 66212 | N/A | PC | To provide diverse, welcoming community dedicated to the academic and spiritual development of its students. | $40,000 |
| Johnson County Interfairth Hospital | |||||||
| 6315 W 110th St | Overland Park | KS | 66211 | N/A | PC | To help situationally homeless families land stable jobs, find permanent homes and break the cycle of homelessness. | $10,000 |
| KU Cancer Center | |||||||
| 2650 Shawnee Mission Parkway | Westwood | KS | 66205 | N/A | PC | To help provide the highest level of cancer research, prevention, treatment and survivorship programs and services. | $200,000 |
| Leukemia and Lymphoma Society | |||||||
| 6811 Shawnee Mission Pkwy | Mission | KS | 66202 | N/A | PC | To help find a cure for leukemia, lymphoma, Hodgkin's disease and myeloma and improve the quality of life of patients and their families. | $10,000 |
| Thomas More Prep-Marian High School | |||||||
| 1701 Hall St | Hays | KS | 67601 | N/A | PC | To challenge students to spiritual growth, academic excellence, and leadership formation. | $20,000 |
| Transformations Youth Group KC | |||||||
| 7416 Wornall Rd | Kansas City | MO | 64114 | N/A | PC | To provide resources aimed to educate, empower, and affirm young people into healthy and productive adulthood. | $50,000 |
| Trident United Way | |||||||
| 6296 Rivers Ave Ste 200 | North Charleston | SC | 29406 | N/A | PC | To improve educational outcomes for all students, financial stability and health for all individuals. | $100,000 |
| Amor Healing Kitchen | |||||||
| 944 Portabella Lane | Charleston | SC | 29412 | N/A | PC | To provide nutritious, plant-based meals made with love by teen volunteers for people facing health challenges. | $650 |
| Journey to New LIfe | |||||||
| 3120 Troost Ave | Kansas City | MO | 64109 | N/A | PC | Restoring opportunity for those re-entering life after prison. | $5,000 |
| Literacy United | |||||||
| 3145 McCart Avenue | Fort Worth | TX | 76110 | N/A | PC | To reach economically disadvantaged children who struggle in reading. | $325 |
| The Point | |||||||
| 2000 Heron Island Way | Wadmalaw Island | SC | 29487 | N/A | PC | To promote and empower women in all phases of life, including education and general living. | $1,000 |
| Friends of Amherst Recreation | |||||||
| 70 Boltwood Walk | Amherst | MA | 01002 | N/A | PC | To provide financial assistance to community members and scholarships to campers | $20,000 |
| Turn90 | |||||||
| 3765 Leeds Ave | N Charleston | SC | 29405 | N/A | PC | To provide cognitive behavioral classes, case management, transitional work and job placement after prison | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,813,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,624 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $497,241 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,952,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,550,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,550,117 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gerald and Bonnie Kelly | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 Grand Blvd Suite 2200 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,983,910 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Stock | NoncashPropertyDesc |
| Fair Market Value | $3,983,910 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation fees | CategoryTxt |
| Amt | $5,774 | Amt |
| Net Investment Income | $5,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Charges | $222 | $222 |
| Investment Fees | $120,180 | $120,180 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $3,910 | Amt |
| Net Investment Income | $3,910 | NetInvestmentIncomeAmt |
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