LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-27
- IRS object ID
- 202531479349100508
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T10:53:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651164012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPERITY PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 TOMAHAWK CREEK PKWY STE 310 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203406848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORDI MARKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 8164440330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS C MARKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8164440330 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY B JONES | PreparerPersonNm |
| PTIN | P00547684 | PTIN |
| Phone | 9136479750 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,843,139 | 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 | $2,045,340 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,730 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,730 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $321,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,111,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,226 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,226 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,734,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,266 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,266 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $497,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,236,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $686,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,658,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,919,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,919,404 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,420,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,830,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,993,227 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,732,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,297,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,930,508 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,811,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,048,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,843,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,811,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,048,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,811,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,048,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,811,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,048,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,811,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,236,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,048,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,048,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS | 2022-07-13 | 2024-07-22 | $250,000 | $250,000 | $0 | $0 | |
| CVS HEALTH CORP COM | 2017-12-20 | 2024-06-21 | $30,440 | $32,632 | -$2,192 | -$2,192 | |
| DIAGEO PLC SPON ADR NEW | 2013-12-17 | 2024-06-21 | $65,023 | $46,059 | $18,964 | $18,964 | |
| SYNCHRONY | 2022-08-16 | 2024-08-19 | $200,000 | $200,000 | $0 | $0 | |
| WELLS FARGO BK NA | 2022-12-06 | 2024-12-16 | $150,000 | $150,000 | $0 | $0 | |
| BOEING CO | 2008-12-12 | 2024-06-21 | $88,140 | $36,592 | $51,548 | $51,548 | P |
| DIIAGEO PLC SPON ADR NEW | 2009-12-10 | 2024-06-21 | $65,023 | $33,969 | $31,054 | $31,054 | P |
| CVS HEALTH CORP COM | 2008-12-12 | 2024-06-21 | $60,881 | $34,816 | $26,065 | $26,065 | P |
| MICROSOFT CORP | 2005-10-10 | 2024-12-18 | $112,858 | $6,173 | $106,685 | $106,685 | P |
| VISA INC CL A | 2009-06-16 | 2024-12-18 | $80,231 | $4,005 | $76,226 | $76,226 | P |
| CAPITAL GAINS DIVIDENDS | $8,438 | $8,438 | $8,438 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,417 | OverpaymentAmt |
| Applied To ES Tax | $6,417 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR DENNIS C MARKER | IndividualWithBooksNm |
| Phone | 8164440330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENNIS C MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARA LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,959,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,603,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,563,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,563,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,329,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $766,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $766,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,543 | TotalTaxAmt |
| Distributable Before Adj | $756,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $756,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $756,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,766 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,766 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $756,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $355,605 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $807,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,163,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,766 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $489,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $267,175 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $267,175 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $896,294 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $896,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,430 | ExcessFromYear4Amt |
| Excess From Year1 | $807,864 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR DENNIS C MARKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8164440330 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $10,000 |
| ANGELS LEFT BEHIND | |||||||
| PO BOX 52 | BELTON | MO | 64012 | N/A | PUBLIC | OPERATIONS | $2,500 |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $25,000 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | N/A | PUBLIC | OPERATIONS | $7,500 |
| DEEP ROOTS | |||||||
| PO BOX 32131 | KANSAS CITY | MO | 64171 | N/A | PUBLIC | OPERATIONS | $5,000 |
| GLOBAL BIRTHING HOME FOUNDATION | |||||||
| 5000 W 134TH STREET | LEAWOOD | KS | 66209 | N/A | PUBLIC | OPERATIONS | $15,000 |
| GRASSLAND HERITAGE FOUNDATION | |||||||
| PO BOX 394 | SHAWNEE MISSION | KS | 66201 | N/A | PUBLIC | OPERATIONS | $10,000 |
| GREAT PLAINS SPCA | |||||||
| 9800 W 67TH ST | MERRIAM | KS | 66203 | N/A | PUBLIC | OPERATIONS | $7,500 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | N/A | PUBLIC | OPERATIONS | $25,000 |
| HEARTLAND CENTER | |||||||
| 16965 NW 45 HWY | PARKVILLE | MO | 64152 | N/A | PUBLIC | OPERATIONS | $4,500 |
| KCUR PUBLIC RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | N/A | PUBLIC | OPERATIONS | $20,000 |
| MISSOURI PRAIRIE FOUNDATION | |||||||
| PO BOX 856 | MEXICO | MO | 65265 | N/A | PUBLIC | OPERATIONS | $50,000 |
| MORGAN COUNTY CARING FOR KIDS | |||||||
| PO BOX 392 | VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $8,500 |
| MORGAN COUNTY HISTORICAL SOCIETY | |||||||
| 120 N MONROE | VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $3,500 |
| NORTH AMERICAN BLUEBIRD | |||||||
| PO BOX 7844 | BLOOMINGTON | IN | 47407 | N/A | PUBLIC | OPERATIONS | $4,000 |
| POWELL GARDENS | |||||||
| 1609 NW US HIGHWAY | KINGSVILLE | MO | 64061 | N/A | PUBLIC | OPERATIONS | $1,000 |
| RAINBOW SCHOOL | |||||||
| 7850 HOLMES ROAD | KANSAS CITY | MO | 64131 | N/A | PUBLIC | OPERATIONS | $5,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | N/A | PUBLIC | OPERATIONS | $10,000 |
| SCHOOL OF ECONOMICS | |||||||
| 200 NW 14TH STREET | BLUE SPRINGS | MO | 64015 | N/A | PUBLIC | OPERATIONS | $10,000 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 318 E 55TH STREET | KANSAS CITY | MO | 64113 | N/A | PUBLIC | OPERATIONS | $15,000 |
| THE CULTURE HOUSE | |||||||
| 14808 W 117TH STREET | OLATHE | KS | 66062 | N/A | PUBLIC | OPERATIONS | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| PO BOX 440400 | ST LOUIS | MO | 63144 | N/A | PUBLIC | OPERATIONS | $70,000 |
| UMKC CONSERVATORY | |||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | N/A | PUBLIC | OPERATIONS | $2,500 |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | N/A | EDUCATION | OPERATIONS | $10,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINTON | DC | 20037 | N/A | PUBLIC | OPERATIONS | $32,500 |
| ALTON SYMPHONY ORCHESTRA | |||||||
| 5800 GODFREY RD | GODFREY | IL | 62035 | N/A | PUBLIC | OPERATIONS | $5,000 |
| DOMICIAN REPUBLIC MEDICAL PARTNER OF VILLAGE CHURCH | |||||||
| 14895 ANTIOCH ROAD | OVERLAND PARK | KS | 66221 | N/A | PUBLIC | OPERATIONS | $5,000 |
| ENGLEWOOD ARTS | |||||||
| 10901 E WINNER RD | INDEPENDENCE | MO | 64052 | N/A | PUBLIC | OPERATIONS | $25,000 |
| FOOD FOR MORGAN COUNTY | |||||||
| 305 W NEWTON ST | ST VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $10,000 |
| KANSAS CITY BALLET | |||||||
| 9415 NALL AVE SUITE 101 | PRAIRIE VILLAGE | KS | 66207 | N/A | PUBLIC | OPERATIONS | $25,000 |
| KANSAS CITY PUBLIC TELEVISION | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $25,000 |
| MONARCH WATCH | |||||||
| 2021 CONSTANT AVE | LAWRENCE | KS | 66047 | N/A | PUBLIC | OPERATIONS | $3,000 |
| VERSAILLES UNITED METHODIST CHURCH | |||||||
| 210 MONROE ST | VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $7,500 |
| WAYSIDE WAIFS | |||||||
| 3901 W MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | N/A | PUBLIC | OPERATIONS | $12,000 |
| KC ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | N/A | OPERATIONS | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,730 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,047 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $6,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,788 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $688,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DENNIS C MARKER | ||||||
| 1 | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | $516,806 | Yes (X) |
| SUSAN LORDI | ||||||
| 2 | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | $1,528,534 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MICROSOFT CORP | $112,898 | 2024-12-16 |
| 1 | APPLE INC | $125,520 | 2024-12-16 |
| 1 | BERKSHIRE HATHAWAY CL-B | $113,800 | 2024-12-16 |
| 1 | ORACLE CORP | $85,615 | 2024-12-16 |
| 1 | VISA INC CL A | $78,973 | 2024-12-16 |
| 2 | VANGUARD FTSE DEVELOPED MKTS E | $252,850 | 2024-12-04 |
| 2 | VANGUARD TTL STK MKT ETF | $302,450 | 2024-12-04 |
| 2 | ISHARES RUSSELL 2000 ETF | $240,890 | 2024-12-04 |
| 2 | ISHARES RUSSELL 1000 VALUE ETF | $394,740 | 2024-12-04 |
| 2 | ISHARES RUSSELL 1000 GRW ETF | $102,485 | 2024-12-04 |
| 2 | SPDR S&P 500 ETF TRUST | $91,149 | 2024-12-04 |
| 2 | VANGUARD REAL ESTATE ETF | $143,970 | 2024-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROSPERITY PARTNERS | CategoryTxt |
| Amt | $4,532 | Amt |
| Net Investment Income | $2,266 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,266 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $6,830,832 | EOYBookValueAmt |
| EOYFMV | $6,993,227 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED AND CLOSED END FUNDS | AT COST | $3,203,693 | $7,782,013 |
| CERTIFICATES OF DEPOSIT | AT COST | $800,000 | $805,335 |
| MUTUAL FUNDS | AT COST | $294,216 | $343,160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS | Desc |
| Revenue And Expenses Per Books | $6,226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,226 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $5,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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