MURIEL MCBRIEN KAUFFMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MURIEL MCBRIEN KAUFFMAN FOUNDATION (EIN 43-1460787)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349104697
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:34:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 GLENWOOD SUITE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 | 431460787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURIEL MCBRIEN KAUFFMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURI | BusinessNameControlTxt |
| Phone | 9136493584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA IRENE KAUFFMAN | PersonNm |
| Person Title | CHAIRMAN CEO | PersonTitleTxt |
| Phone | 8169947222 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIA | PersonFirstNm |
| Person Last | IRENE KAUFFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE WALKER | PreparerPersonNm |
| PTIN | P00377634 | PTIN |
| Phone | 9134994920 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $377,304,593 | 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 |
| Interest On Sav Net Invst Incm | $379,559 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,512,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,948,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,079,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,797,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,708,839 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,793 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,735,506 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $35,595,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,772,190 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,031,709 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $515,854 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $515,855 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $206,670 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $103,335 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $103,335 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $417,643 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $208,822 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $208,821 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,333 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,333 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $796,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $634,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $161,789 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $250,791 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $555,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,445 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,540 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,540 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,475 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,475 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,601,887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,195,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,342,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,149,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,585,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,470,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,781,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,342,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,620,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,813,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,430,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,161,920 | CashBOYAmt |
| Cash EOY | $8,384,980 | CashEOYAmt |
| Cash EOYFMV | $8,390,810 | CashEOYFMVAmt |
| Other Investments BOY | $208,856,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $225,301,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $342,247,852 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,465,218 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,610,418 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,665,931 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $237,483,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,297,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $377,304,593 | 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 | $237,483,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $261,297,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $237,483,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,297,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $237,483,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $261,297,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $237,483,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,813,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $261,297,111 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $261,297,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS AND LOSSES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $109,797,488 | GrossSalesPriceAmt |
| Cost Or Other Basis | $66,088,649 | CostOrOtherBasisAmt |
| Gain Or Loss | $43,708,839 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $43,708,839 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,708,839 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $43,708,839 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $631,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $631,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $631,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $450,328 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $450,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $900,328 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3,888 | EsPenaltyAmt |
| Overpayment | $264,963 | OverpaymentAmt |
| Applied To ES Tax | $264,963 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.MMKF.ORG | WebsiteAddressTxt |
| Individual With Books | AMY CLARK | IndividualWithBooksNm |
| Phone | 8169321219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JULIA IRENE KAUFFMAN | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | CHAIRMAN CEO | 30.00 | $425,086 | $28,500 | $0 |
| DAVID LADY | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | PRESIDENT DIRECTOR | 32.00 | $249,605 | $31,044 | $0 |
| CARA Z NEWELL | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | DIRECTOR | 1.00 | $4,500 | $0 | $0 |
| JULIA POWER WELD | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| GEORGE P JANDL | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| PETER W BROWN | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| LAUREN MM LAPOINTE | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| ALEXANDRA E MOORE | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| SHARON BLICKENSDERFER | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | CFO/TREASURER | 25.00 | $162,562 | $20,660 | $0 |
| AMY CLARK | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | VP ADMIN & GRANTS | 32.00 | $164,956 | $19,168 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ESTELA FENNEL | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | EXECUTIVE ASSISTANT | 40.00 | $72,219 | $9,178 | $0 |
| JANA TEEFEY | ||||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64111 | EXECUTIVE ASSISTANT | 30.00 | $59,536 | $7,566 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS CAPITAL MANAGEMENT | |||||
| 100 HERITAGE RESERVE | MENOMONEE | WI | 53051 | INVESTMENT MGMT FEES | $245,148 |
| ROCKEFELLER & CO INC | |||||
| 10 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | INVESTMENT MGMT FEES | $188,040 |
| POWELL GARDENS | |||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | MEMORIAL GARDEN MAIN | $154,910 |
| NORTHERN TRUST CO | |||||
| 50 SOUTH LA SALLE STREET | CHICAGO | IL | 60603 | CUSTODY SERVICES | $119,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $221,048,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,390,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $93,322,511 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $346,762,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $346,762,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,201,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $341,560,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,078,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,078,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $631,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $631,477 | TotalTaxAmt |
| Distributable Before Adj | $16,446,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,446,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,446,561 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,620,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,620,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,446,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $372,279 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,794,586 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,009,641 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $960,532 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,118,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,255,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,620,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,620,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,825,931 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,825,931 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,429,233 | 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 | $1,429,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,429,233 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIA I KAUFFMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8169321219 | RecipientPhoneNum |
| Form And Info And Materials | DESCRIPTION OF ORGANIZATION, PURPOSE AND USE OF FUNDS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOME GEOGRAPHIC AND CHARITABLE FIELDS LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY FOR INTEGRATED ARTS | ||||||
| 7910 TROOST | KANSAS CITY | MO | 64131 | PC | MATCHING GIFT | $7,500 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | ||||||
| 6405 METCALF AVENUE SUITE 205 | OVERLAND PARK | KS | 66202 | PC | EVENT SUPPORT FOR 2021 JOE MCGUFF ALS GOLF CLASSIC | $10,000 |
| ART AS MENTORSHIP | ||||||
| 3236 MORRELL AVENUE | KANSAS CITY | MO | 64123 | PC | GENERAL OPERATING SUPPORT FOR REBEL SONG ACADEMY & CELEBRATE AMERI'KANA FESTIVAL | $10,000 |
| ARTS COUNCIL OF JOHNSON COUNTY | ||||||
| 8788 METCALF AVE SUITE 2500 | OVERLAND PARK | MO | 66212 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $4,000 |
| ARTSKC REGIONAL ARTS COUNCIL | ||||||
| 106 SOUTHWEST BLVD | KANSAS CITY | MO | 64108 | PC | RENEWAL OF LEADERSHIP GIFT MEMBERSHIP 2021 | $10,000 |
| ARTSKC REGIONAL ARTS COUNCIL | ||||||
| 106 SOUTHWEST BLVD | KANSAS CITY | MO | 64108 | PC | SPONSORSHIP SUPPORT FOR PARADE OF HEARTS | $25,000 |
| ARTSKC REGIONAL ARTS COUNCIL | ||||||
| 106 SOUTHWEST BLVD | KANSAS CITY | MO | 64108 | PC | ARTSKC GENERAL OPERATION SUPPORT FOR FISCAL YEAR 2022 | $350,000 |
| BACH ARIA SOLOISTS | ||||||
| PO BOX 7112 | KANSAS CITY | MO | 64113 | PC | GENERAL OPEATING SUPPORT FOR HYBRID 2020-21 CONCERT SEASON | $10,000 |
| BACH ARIA SOLOISTS | ||||||
| PO BOX 7112 | KANSAS CITY | MO | 64113 | PC | BACH ARIA SOLOISTS 2021-2022 CONCERT SEASON | $10,000 |
| BAND OF ANGELS CORP | ||||||
| 118890 W 135TH STREET | OVERLAND PARK | KS | 66221 | PC | PROGRAM SUPPORT FOR 2022 | $5,000 |
| BERT NASH COMMUNITY MENTAL HEALTH CENTER | ||||||
| 200 MAIN ST | LAWRENCE | KS | 66044 | PC | MATCHING GIFT | $375 |
| BISHOP SULLIVAN CENTER | ||||||
| 6435 TRUMAN ROAD | KANSAS CITY | MO | 64126 | PC | MATCHING GIFT | $500 |
| BOYS & GIRLS CLUBS OF GREATER KANSAS CITY | ||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | PC | MATCHING GIFT | $750 |
| CENTER FOR PRACTICAL BIOETHICS | ||||||
| 1111 MAIN SUITE 500 | KANSAS CITY | MO | 64105 | PC | MEMORIAL GIFT HONORING MRS. SARAH ROWLAND TOWNSEND | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | MEMBERSHIP RENEWAL - WOMEN'S COMMITTEE | $25,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | EVENT SUPPORT FOR FREDERICK LAW OLMSTED AWARDS LUNCHEON | $25,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | EVENT SUPPORT OF FALL LUNCHEON | $15,000 |
| CHARLOTTE STREET FOUNDATION | ||||||
| 3333 WYOMING STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $30,000 |
| CHARLOTTE STREET FOUNDATION | ||||||
| 3333 WYOMING STREET | KANSAS CITY | MO | 64111 | PC | CULTURAL PRODUCER GRANT PROGRAM | $25,000 |
| CHILD PROTECTION CENTER | ||||||
| 3101 BROADWAY SUITE 750 | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2021-22 | $10,000 |
| CITY UNION MISSION | ||||||
| 1100 E 11TH STREET | KANSAS CITY | MO | 64106 | PC | MATCHING GIFT | $180 |
| DEEP ROOTS KC | ||||||
| PO BOX 32131 | KANSAS CITY | MO | 64171 | PC | MATCHING GIFT | $750 |
| DUKE UNIVERSITY | ||||||
| 110 WHITFORD DRIVE BOX 90542 | DURHAM | NC | 27708 | PC | MATCHING GIFT | $3,750 |
| EMILY A SILVERMAN MEMORIAL FOUNDATION | ||||||
| 8527 WORNALL RD | KANSAS CITY | MO | 64114 | PC | GENERAL OPERATING FOR 2020-2021 | $5,000 |
| ENGLEWOOD ARTS | ||||||
| 10900 E WINNER ROAD | INDEPENDENCE | MO | 64052 | PC | COMMUNITY THROUGH ARTS | $150,000 |
| ENSEMBLE IBERICA | ||||||
| 5017 GLADSTONE BLVD | KANSAS CITY | MO | 64123 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FIRST BAPTIST CHURCH OF LEE'S SUMMIT | ||||||
| 2 NE DOUGLAS STREET | LEES SUMMIT | MO | 64063 | PC | MEMORIAL GIFT | $1,000 |
| FRIENDS OF CHAMBER MUSIC | ||||||
| 4635 WYANDOTTE STREET SUITE 201 | KANSAS CITY | MO | 64112 | PC | CAPACITY BUILDING SUPPORT FOR CONSULTANT THOMAS WOLF | $15,000 |
| FRIENDS OF CHAMBER MUSIC | ||||||
| 4635 WYANDOTTE STREET SUITE 201 | KANSAS CITY | MO | 64112 | PC | GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON | $35,000 |
| FRIENDS OF THE 1980 MIRACLE ON ICE HOCKEY TEAM | ||||||
| PO BOX 1980 | LAKE PLACID | NY | 12946 | PC | MATCHING GIFT | $900 |
| GREAT PLAINS SPCA | ||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | PC | MATCHING GIFT | $1,200 |
| GREAT PLAINS SPCA | ||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | PC | MATCHING GIFT | $600 |
| GREENWICH ACADEMY | ||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | PC | MATCHING GIFT | $3,750 |
| HAPPY BOTTOMS | ||||||
| 303 W 79TH STREET | KANSAS CITY | MO | 64114 | PC | MATCHING GIFT | $500 |
| HAPPY TRAILS FARM ANIMAL SANCTUARY | ||||||
| 5623 NEW MILFORD ROAD | RAVENNA | OH | 44266 | PC | MATCHING GIFT | $500 |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||
| 5151 TROOST AVENUE SUITE 300 | KANSAS CITY | MO | 64110 | PC | EVENT SUPPORT FOR 2021 WILD ABOUT HARRY DINNER | $10,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||
| 5151 TROOST AVENUE SUITE 300 | KANSAS CITY | MO | 64110 | PC | MATCHING GIFT | $2,250 |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | ||||||
| 3801 TOPPING | KANSAS CITY | MO | 64129 | PC | MATCHING GIFT | $600 |
| HEART OF AMERICA SHAKESPEARE FESTIVAL | ||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR HASF'S 30TH ANNIVERSARY SEASON | $55,000 |
| HEART OF AMERICA SHAKESPEARE FESTIVAL | ||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | PC | SPONSORSHIP SUPPORT OF 2022 ROMANTIC REVELS GALA | $5,000 |
| HEARTLAND COMMUNITY HEALTH CENTER | ||||||
| 1312 W 6TH STREET | LAWRENCE | KS | 66044 | PC | MATCHING GIFT | $3,750 |
| HEARTLAND MEN'S CHORUS | ||||||
| PO BOX 32374 | KANSAS CITY | MO | 64171 | PC | GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON | $10,000 |
| INTERURBAN ARTHOUSE INC | ||||||
| 8001 NEWTON STREET | OVERLAND PARK | KS | 66204 | PC | GENERAL OPERATING SUPPORT FOR 2022 | $7,500 |
| JEWEL BALL OF KANSAS CITY MISSOURI | ||||||
| 12948 GRANADA LANE | LEAWOOD | MO | 66209 | PC | EVENT SUPPORT FOR 2021 JEWEL BALL | $5,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 5801 W 115TH STREET | LEAWOOD | KS | 66211 | PC | EVENT SUPPORT FOR KCSUPERSTAR 2021 | $10,000 |
| JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE | ||||||
| 5801 WEST 115TH STREET SUITE 203 | OVERLAND PARK | KS | 66211 | PC | EVENT SUPPORT FOR HENRY W. BLOCH HUMAN RELATIONS AWARD | $2,500 |
| KANSAS ACADEMY OF THEATRICAL ARTS INC | ||||||
| 3144 WOODVIEW RIDGE DRIVE SUITE 307 | KANSAS CITY | KS | 66103 | PC | PROGRAM SUPPORT JUNE 2021-JUNE 2022 FISCAL YEAR (FY22) | $7,500 |
| KANSAS CITY ACTORS THEATRE | ||||||
| PO BOX 414260 | KANSAS CITY | MO | 64141 | PC | PROGRAM SUPPORT FOR KANSAS CITY ACTORS THEATRE'S 2021-2022 SEASON | $10,000 |
| KANSAS CITY ART INSTITUTE | ||||||
| 4415 WARWICK BOULEVARD | KANSAS CITY | MO | 64111 | PC | KCAI FUND AND ART AND DESIGN AUCTION FUNDRAISING EVENT SPONSORSHIP | $50,000 |
| KANSAS CITY BALLET | ||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON | $750,000 |
| KANSAS CITY BALLET | ||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | BALLET BENEFACTOR DINNER 2021 | $45,899 |
| KANSAS CITY BALLET | ||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | MOVING INTO THE FUTURE ENDOWMENT CAMPAIGN REQUEST OF $5,000,000 | $500,000 |
| KANSAS CITY BALLET | ||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | CHAIRMAN'S GIFT | $50,000 |
| KANSAS CITY BALLET | ||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | EVENT SUPPORT FOR 2021 NUTCRACKER BALL | $60,000 |
| KANSAS CITY BAROQUE CONSORTIUM | ||||||
| 10413 WALROND AVE | KANSAS CITY | MO | 641371535 | PC | GENERAL OPERATING SUPPORT FOR 2021 CONCERTS AND OUTREACH | $2,500 |
| KANSAS CITY CHAMBER ORCHESTRA | ||||||
| 205 W 65TH ST | KANSAS CITY | MO | 64113 | PC | GENERAL OPERATING SUPPORT FOR THE 2021-2022 CONCERT SEASON | $10,000 |
| KANSAS CITY CHORALE | ||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | PC | GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON | $35,000 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | PC | KCFAA AILEYCAMP/AILEYCAMP THE GROUP | $25,000 |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||
| 4550 MAIN STREET 227 | KANSAS CITY | MO | 64111 | PC | SUPPORT FOR KANSAS CITY GIRLS PREPARATORY ACADEMY | $100,000 |
| KANSAS CITY JAZZ ORCHESTRA | ||||||
| 300 E 39TH ST LL1H | KANSAS CITY | MO | 64111 | PC | EVENT SUPPORT OF "BRIGHT STARS OF THE KANSAS CITY JAZZ ORCHESTRA" | $10,000 |
| KANSAS CITY JAZZ ORCHESTRA | ||||||
| 300 E 39TH ST LL1H | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON | $15,000 |
| KANSAS CITY PBS | ||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | PC | KC PERFORMS PROJECT | $20,000 |
| KANSAS CITY REPERTORY THEATRE | ||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | PC | EVENT SUPPORT OF VIRTUAL GALA 2021 | $10,000 |
| KANSAS CITY REPERTORY THEATRE | ||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | PC | KCREPS 2021-22 SEASON OF OPERATIONS | $255,000 |
| KANSAS CITY SLUGGERS BASEBALL INC | ||||||
| 6721 WEST 121ST ST | OVERLAND PARK | KS | 66209 | PC | KANSAS CITY SLUGGERS 2021 SPRING/SUMMER GRANT | $10,000 |
| KANSAS CITY STARLIGHT THEATRE | ||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | PC | GENERAL OPERATING SUPPORT FOR FISCAL YEAR 2021 | $30,000 |
| KANSAS CITY STARLIGHT THEATRE | ||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | PC | FREE OR LOW-COST COMMUNITY ACCESS FOR VAN GOGH ALIVE AT STARLIGHT | $25,000 |
| KANSAS CITY SYMPHONY | ||||||
| 1644 WYANDOTTE STREET | KANSAS CITY | MO | 64108 | PC | EVENT SUPPORT FOR SYMPHONY BALL | $50,000 |
| KANSAS CITY SYMPHONY | ||||||
| 1644 WYANDOTTE STREET | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT FOR THE KANSAS CITY SYMPHONY 2021/2022 SEASON | $500,000 |
| KANSAS CITY WOMEN'S CHORUS | ||||||
| 3501 CAMPBELL STREET | KANSAS CITY | MO | 64109 | PC | GENERAL OPERATING SUPPORT FOR 2021-22 SEASON | $6,000 |
| KANSAS CITY YOUNG AUDIENCES | ||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2022-23 AND 60TH ANNIVERSARY | $45,000 |
| KANSAS CITY YOUNG AUDIENCES | ||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | PC | MEMORIAL GIFT HONORING MRS. ESTELLE SOSLAND | $2,500 |
| KANSAS CITY ZOO | ||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | PC | EVENT SUPPORT FOR JAZZOO 2021 | $5,000 |
| KANSAS GOLF FOUNDATION | ||||||
| PO BOX 667 | OLATHE | KS | 66051 | PC | MATCHING GIFT | $1,500 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $139,883 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT FOR 2021-22 SEASON | $500,000 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $139,883 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $144,546 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $153,872 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $3,750 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $139,883 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $149,209 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $3,750 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $139,883 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $135,221 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $149,209 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $144,546 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $3,750 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $130,558 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SERIES 2015 BOND INTEREST | $130,557 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $3,750 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $750 |
| KC FRINGE FESTIVAL | ||||||
| PO BOX 415001 | KANSAS CITY | MO | 641415001 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $12,500 |
| KC MOLIERE 400 IN 2022 | ||||||
| PO BOX 22815 | KANSAS CITY | MO | 641131628 | PC | EVENT SUPPORT FOR A SERIES OF EVENTS | $7,500 |
| KCUR | ||||||
| 4825 TROOST SUITE 202 | KANSAS CITY | MO | 641102499 | PC | SUPPORT FOR 2021 ARTS REPORTING | $25,000 |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||
| 4420 WARWICK BOUELVARD | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2021-2022 | $30,000 |
| LIFE UNLIMITED | ||||||
| 3100 BROADWAY SUITE 330 | KANSAS CITY | MO | 64111 | PC | EVENT SUPPORT FOR HATS OFF TO MOTHERS | $5,000 |
| LYRIC OPERA OF KANSAS CITY | ||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | 2022 LYRIC BALL | $75,000 |
| LYRIC OPERA OF KANSAS CITY | ||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON | $550,000 |
| LYRIC OPERA OF KANSAS CITY | ||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | EVENT SUPPORT FOR OPERA IN THE VINEYARD | $2,500 |
| LYRIC OPERA OF KANSAS CITY | ||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | OUR NEXT ACT CAMPAIGN OF $3,000,000 | $500,000 |
| MATTIE RHODES CENTER | ||||||
| 148 N TOPPING AVENUE | KANSAS CITY | MO | 64131 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $10,000 |
| MATTIE RHODES CENTER | ||||||
| 148 N TOPPING AVENUE | KANSAS CITY | MO | 64131 | PC | MATTIE RHODES CULTURAL CENTER | $75,000 |
| MEDICAL MISSIONS FOUNDATION | ||||||
| 8363 MELROSE DRIVE | LENEXA | KS | 66214 | PC | EVENT SUPPORT FOR ANNUAL JEFF MONTGOMERY GOLF CLASSIC | $2,200 |
| MESNER PUPPET THEATER | ||||||
| 300 E 39TH AVE SUITE LL2D | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING AND CAPACITY BUILDING | $25,000 |
| METROPOLITAN ENSEMBLE THEATRE | ||||||
| 3927 MAIN STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON | $25,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | 2021 MEMBERSHIP RENEWAL | $5,000 |
| MID-AMERICA ARTS ALLIANCE | ||||||
| 2018 BALTIMORE AVENUE | KANSAS CITY | MO | 64108 | PC | KANSAS CITY ARTS AND CULTURE PROGRAMMING | $10,000 |
| MID-AMERICA ARTS ALLIANCE | ||||||
| 2018 BALTIMORE AVENUE | KANSAS CITY | MO | 64108 | PC | KANSAS CITY ARTS AND CULTURE PROGRAMMING | $10,000 |
| M'SHOOGY'S ANIMAL RESCUE | ||||||
| 11519 STATE ROUTE C | SAVANNAH | MO | 64485 | PC | MATCHING GIFT | $2,000 |
| MUSEUM OF THE CITY OF NEW YORK | ||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | MEMBERSHIP RENEWAL - ALEXANDER HAMILTON CIRCLE | $10,000 |
| MUSEUM OF THE CITY OF NEW YORK | ||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | EVENT SUPPORT 2021 SPRING GALA | $25,000 |
| MUSIC THEATER HERITAGE INC | ||||||
| 2450 GRAND SUITE 301 | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $20,000 |
| NATIONAL ASSOCIATION FOR MENTAL ILLNESS | ||||||
| PO BOX 49104 | BALTIMORE | MD | 21297 | PC | MEMORIAL GIFT HONORING BENJAMIN ARI SANDLER | $5,000 |
| NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | PC | EVENT SUPPORT FOR THE NIGHT AT THE TOWER | $5,000 |
| NEPHCURE KIDNEY INTERNATIONAL | ||||||
| 150 S WARNER ROAD SUITE 402 | KING OF PRUSSIA | PA | 19406 | PC | MATCHING GIFT | $300 |
| NONPROFIT CONNECT | ||||||
| 125 E 31ST STREET SUITE 100 | KANSAS CITY | MO | 64108 | PC | EVENT SUPPORT FOR ANNUAL AWARDS LUNCHEON | $10,000 |
| NORTHEAST COMMUNITY CENTER | ||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | PC | HARMONY PROJECT KC | $15,000 |
| OWENCOX DANCE GROUP | ||||||
| 4220 MERCIER | KANSAS CITY | MO | 64111 | PC | 2021-2022 PERFORMANCE SEASON AND EDUCATIONAL PROGRAMS | $15,000 |
| PAC HOLDING INC | ||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | PC | GENERAL OPERATING GRANT | $110,000 |
| PAC HOLDING INC | ||||||
| 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | PC | GENERAL OPERATING GRANT | $5,000 |
| PARK UNIVERSITY | ||||||
| 8700 NY RIVER PARK DRIVE | PARKVILLE | MO | 64152 | PC | GENERAL OPERATING SUPPORT FOR PARK UNIVERSITY'S ICM | $10,000 |
| POWELL GARDENS INC | ||||||
| 1609 NW US HIGHWAY 50 | KINGSVILLE | MO | 64061 | PC | EVENT SUPPORT FOR UNDER A HARVEST MOON | $3,600 |
| QUIXOTIC PERFORMANCE FUSION | ||||||
| 1616 BROADWAY | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $3,000 |
| ROSE BROOKS CENTER | ||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | PC | EVENT SUPPORT FOR CABARET | $5,000 |
| SAVE A MOM PREGNANT DOG RESCUE INC | ||||||
| 1271 DOWNING STREET SW | EAST SPARTA | OH | 44626 | PC | MATCHING GIFT | $500 |
| SECOND PRESBYTERIAN CHURCH | ||||||
| 318 EAST 55TH STREET | KANSAS CITY | MO | 64113 | PC | MEMORIAL GIFT | $1,000 |
| SHEP'S PLACE SENIOR DOG SANCTUARY | ||||||
| 17012 E TRUMAN ROAD | INDEPENDENCE | MO | 64056 | PC | MATCHING GIFT | $600 |
| SPINNING TREE THEATRE | ||||||
| PO BOX 8647 | KANSAS CITY | MO | 64114 | PC | GENERAL OPERATING SUPPORT FOR 2021-22 SEASON | $7,500 |
| SPIRE CHAMBER ENSEMBLE | ||||||
| 9101 N AMBASSADOR DR 1104 | KANSAS CITY | MO | 641547279 | PC | GENERAL OPERATING SUPPORT + SPECIAL CAPACITY BUILDING GRANT | $10,000 |
| SPIRE CHAMBER ENSEMBLE | ||||||
| 9101 N AMBASSADOR DR 1104 | KANSAS CITY | MO | 641547279 | PC | GENERAL OPERATING SUPPORT + SPECIAL CAPACITY BUILDING GRANT | $7,500 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | MATCHING GIFT | $90 |
| ST LUKE'S MID AMERICA HEART INSTITUTEMURIEL I KAUFFMAN WOMEN'S HEART CENT | ||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | PC | SAINT LUKES MURIEL I. KAUFFMAN WOMENS HEART CENTER | $100,000 |
| ST PATRICK CATHOLIC CHURCH | ||||||
| 1086 NORTH 94TH STREET | KANSAS CITY | KS | 661121514 | PC | MATCHING GIFT | $750 |
| STONELION PUPPET THEATRE STUDIOS | ||||||
| 2400 EAST TRUMAN ROAD | KANSAS CITY | MO | 64127 | PC | PUPPETS A GLOW GO II | $5,000 |
| SYMPHONY IN THE FLINT HILLS INC | ||||||
| 331 BROADWAY PO BOX 370 | COTTONWOOD | KS | 66845 | PC | EVENT SUPPORT FOR SYMPHONY IN THE FLINT HILLS | $7,500 |
| THE ARTS ASYLUM | ||||||
| 824 E MEYER | KANSAS CITY | MO | 64131 | PC | GENERAL OPERATING SUPPORT FOR 2021 COVID MITIGATION AND RELAUNCH | $5,000 |
| THE ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY | ||||||
| 20 EAST GREGORY VOULEVARD | KANSAS CITY | MO | 64114 | PC | GENERAL OPERATING, REVIEWS AND ADS | $10,000 |
| THE ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY | ||||||
| 20 EAST GREGORY VOULEVARD | KANSAS CITY | MO | 64114 | PC | GENERAL OPERATING, REVIEWS AND ADS | $35,000 |
| THE CULTURE HOUSE INC | ||||||
| 14808 W 117TH ST | OLATHE | KS | 66062 | PC | GENERAL OPERATING | $15,000 |
| THE FIRST TEE OF GREATER KANSAS CITY | ||||||
| 7501 BLUE RIVER ROAD | KANSAS CITY | MO | 64132 | PC | MATCHING GIFT | $3,750 |
| THE NATIONAL MUSEUM OF TOYS AND MINIATURES | ||||||
| 5235 OAK STREET | KANSAS CITY | MO | 64112 | PC | CAMPAIGN OF NATIONAL EXCELLENCE AND COMMUNITY IMPACT | $100,000 |
| THE NATIVE SONS & DAUGHTERS OF GREATER KANSAS CITY | ||||||
| PO BOX 25513 | KANSAS CITY | MO | 641195513 | PC | 2021 KANSAS CITIAN AWARD | $5,000 |
| THE NELSON-ATKINS MUSEUM OF ART | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $1,050 |
| THE NELSON-ATKINS MUSEUM OF ART | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR FISCAL YEAR 2022 | $150,000 |
| THE NELSON-ATKINS MUSEUM OF ART | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $938 |
| THE NELSON-ATKINS MUSEUM OF ART | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2021 | $125,000 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 104585126 | PC | EVENT SUPPORT FOR FALL GARDEN PARTY | $50,000 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 104585126 | PC | EVENT SUPPORT FOR SPRING GALA | $50,000 |
| THE SOUL OF SANTA DO GOOD FOUNDATION | ||||||
| PO BOX 27105 | OVERLAND PARK | KS | 66225 | PC | CHRISTMAS IN COLOR 365 SPONSOR | $10,000 |
| THEATRE FOR YOUNG AMERICA | ||||||
| 30 W PERSHING ROAD 800 | KANSAS CITY | MO | 64108 | PC | GENERAL OPERATING SUPPORT - SEASON 2021-2022 | $5,000 |
| UF HEALTH SHANDS (UF FOUNDATION) | ||||||
| PO BOX 100386 | GAINESVILLE | FL | 32610 | PC | MATCHING GIFT | $3,000 |
| UF HEALTH SHANDS (UF FOUNDATION) | ||||||
| PO BOX 100386 | GAINESVILLE | FL | 32610 | PC | MATCHING GIFT | $7,500 |
| UMKC CONSERVATORY OF MUSIC AND DANCE | ||||||
| 4949 CHERRY ST RM 413 | KANSAS CITY | MO | 64110 | PC | EVENT SUPPORT OF CRESCENDO 2021 | $62,500 |
| UMKC CONSERVATORY OF MUSIC AND DANCE | ||||||
| 4949 CHERRY ST RM 413 | KANSAS CITY | MO | 64110 | PC | PROGRAMMING SUPPORT FOR 2021-22 SEASON AND ACADEMIC YEAR | $100,000 |
| UNICORN THEATRE | ||||||
| 3828 MAIN STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT FOR 2020-21 SEASON | $40,000 |
| UNION STATION KANSAS CITY INC | ||||||
| 30 WEST PERSHING ROAD SUITE 400 | KANSAS CITY | MO | 64108 | PC | EVENT SUPPORT OF AUSCHWITZ: NOT LONG AGO. NOT FAR AWAY. EXHIBITION | $10,000 |
| WAYSIDE WAIFS HUMANE SOCIETY | ||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | PC | MATCHING GIFT | $3,750 |
| WAYSIDE WAIFS HUMANE SOCIETY | ||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | PC | EVENT SUPPORT FOR FUR BALL | $10,000 |
| WESTPORT CENTER FOR THE ARTS INC | ||||||
| 201 WESTPORT ROAD | KANSAS CITY | MO | 64111 | PC | WESTPORT CENTER FOR THE ARTS 2021-22 PROGRAMS | $2,500 |
| WILLIAM BAKER CHORAL FOUNDATION | ||||||
| 5450 BUENA VISTA SUITE 100 | ROELAND PARK | KS | 66205 | PC | GENERAL OPERATING SUPPORT | $4,000 |
| WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES | ||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | PC | GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON | $210,000 |
| WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES | ||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | PC | EVENT SUPPORT FOR PRELUDE SEASON 57 BENEFIT | $25,000 |
| WORNALLMAJORS HOUSE MUSEUMS | ||||||
| 6115 WORNALL ROAD | KANSAS CITY | MO | 64113 | PC | EVENT SUPPORT FOR BOOTS & PEARLS | $5,000 |
| YOUTH CHORUS OF KANSAS CITY | ||||||
| 4255 JEFFERSON ST 325 | KANSAS CITY | MO | 64111 | PC | YOUTH CHORUS OF KANSAS CITY 2021-22 SEASON | $5,000 |
| YOUTH SYMPHONY OF KANSAS CITY | ||||||
| 1111 W 39TH STREET SUITE A128 | KANSAS CITY | MO | 64111 | PC | ALL TOGETHER NOW: YSKC'S ORCHESTRAL EDUCATION PROGRAM, TUITION ASSISTANCE & YOUTH MUSIC FEST 22! | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,585,782 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KANSAS CITY BALLET | ||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | ENDOWMENT CAMPAIGN | $500,000 |
| LYRIC OPERA OF KANSAS CITY | ||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | ENDOWMENT CAMPAIGN | $500,000 |
| MESNER PUPPET THEATER | ||||||
| 300 E 39TH AVE SUITE LL2D | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING AND CAPACITY BUILDING | $10,000 |
| WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES | ||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | PC | GENERAL OPERATING SUPPORT FOR THE 2022-23 SEASON | $210,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,512,899 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,079,681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,595,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,595,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| PAC DEVELOPMENT INC | ||
| 1a(1) | $110,000 | CASH FOR GENERAL OPERATIONS |
| PAC HOLDING INC | ||
| 1a(1) | $115,000 | CASH FOR GENERAL OPERATIONS |
| BLOCK 4 AQUISITION | ||
| 1a(1) | $35,200 | CASH FOR GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| PAC DEVELOPMENT INC | |
| 501(C)(2) | MMKF IS CONTROLLING ENTITY |
| PAC HOLDING INC | |
| 501(C)(2) | MMKF IS CONTROLLING ENTITY |
| BLOCK IV ACQUISITION | |
| 501(C)(2) | MMKF IS CONTROLLING ENTITY |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JMW & ASSOCIATES | $8,750 | $4,375 | $0 | $4,375 |
| KELLER & OWENS | $17,350 | $8,675 | $0 | $8,675 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (51 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD ST INVESTMENT GRADE FUND | AT COST | $17,419,989 | $17,190,012 |
| OAKMARK GLOBAL FUND | AT COST | $14,763,022 | $19,875,176 |
| ROCKEFELLER | AT COST | $12,996,937 | $17,350,180 |
| WELLS CAPITAL MANAGEMENT | AT COST | $2,745 | $2,745 |
| FIRST EAGLE GLOBAL FUND | AT COST | $12,771,640 | $16,113,788 |
| VANGUARD MATERIALS INDEX FUND | AT COST | $2,108,544 | $5,511,383 |
| SPROTT GOLD FUND | AT COST | $6,480,789 | $5,538,882 |
| WELLS SELECT EQUITY | AT COST | $10,689,888 | $14,335,704 |
| FIRST EAGLE GLOBAL FUND - DEFEASANCE ACCOUNT | AT COST | $7,547,688 | $8,825,900 |
| FIDELITY FLOATING RATE HIGH INC. FUND | AT COST | $17,129,500 | $17,420,856 |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | AT COST | $6,385,291 | $22,294,470 |
| WASATCH EMERGING MARKETS SELECT FUND | AT COST | $7,942,617 | $18,119,303 |
| VANGUARD SHORT TERM INV GR FUND - DEFEASANCE | AT COST | $16,350,593 | $16,288,204 |
| FIDELITY FLOATING RATE HIGH INC FUND - DEFEASANCE | AT COST | $16,506,137 | $16,479,162 |
| GREAT POINT DEVELOPERS | AT COST | $0 | $29,294 |
| COMMONFUND VENTURE PARTNERS VI | AT COST | $0 | $234,532 |
| ENCAP ENERGY FUND | AT COST | $0 | $10,774 |
| TIFF PARTNERS, III | AT COST | $0 | $32,434 |
| TIFF DIVERSIFYING STRATEGIES FUND | AT COST | $0 | $13,553,648 |
| KAYNE ANDERSON ENERGY IV FUND | AT COST | $0 | $126,821 |
| COMMONFUND X | AT COST | $0 | $8,403,799 |
| COMMONFUND XII | AT COST | $3,071,408 | $6,679,894 |
| COMMONFUND XIII | AT COST | $1,795,790 | $3,353,663 |
| COMMONFUND XIV | AT COST | $60,000 | $60,000 |
| TIFF REAL ESTATE PARTNERS II | AT COST | $411,983 | $246,638 |
| TIFF PARTNERS V-US | AT COST | $0 | $198,868 |
| TIFF PARTNERS V - INT'L | AT COST | $0 | $32,715 |
| VENROCK ASSOCIATES III L.P. | AT COST | $1,308,237 | $38,383 |
| VENROCK ASSOCIATES IV, L.P. | AT COST | $0 | $878,919 |
| VENROCK ASSOCIATES V L.P. | AT COST | $0 | $3,257,716 |
| VENROCK ASSOCIATES VII L.P. | AT COST | $2,293,404 | $15,599,528 |
| VENROCK ASSOCIATES VIII L.P. | AT COST | $2,920,000 | $9,951,539 |
| VENROCK ASSOCIATES IX L.P. | AT COST | $680,000 | $661,004 |
| VENROCK HEALTHCARE PARTNERS, LP | AT COST | $0 | $32,300 |
| VENROCK HEALTHCARE PARTNERS II, LP | AT COST | $0 | $2,374,536 |
| VENROCK HEALTHCARE PARTNERS III, LP | AT COST | $1,068,749 | $5,557,690 |
| VENROCK HEALTHCARE EG, LP | AT COST | $2,250,000 | $2,574,525 |
| VENROCK OPPORTUNITIES FUND | AT COST | $645,000 | $664,657 |
| MIT PRIVATE EQUITY FUND IV, LP | AT COST | $0 | $289,242 |
| SIGULER GUFF OPPORTUNITY FUND III, LP | AT COST | $0 | $881,782 |
| CORNUCOPIA ARTS, LP | AT COST | $1,250,000 | $729,833 |
| LOAN TO CORNUCOPIA ARTS, LP | AT COST | $250,000 | $0 |
| AP ENERGY FUND LP | AT COST | $10,000,000 | $10,782,171 |
| LOAN TO CID | AT COST | $2,520,091 | $0 |
| INVENIRE CAPITAL | AT COST | $10,000,000 | $17,329,290 |
| OAKTREE SPECIAL SITUATIONS FUND II, LP | AT COST | $2,825,170 | $7,285,111 |
| OAKTREE OPPORTUNITIES FUND XI, LP | AT COST | $1,492,690 | $1,816,303 |
| CENTRALIS PARTNERS, LP | AT COST | $6,000,000 | $7,766,363 |
| ARES CLO FUND III | AT COST | $5,398,593 | $6,061,749 |
| GUILFORD CREDIT CAPITAL | AT COST | $9,965,218 | $10,219,203 |
| ARES PBN | AT COST | $10,000,000 | $9,187,163 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHROP GPM | CategoryTxt |
| Legal Fees | $13,333 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,333 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PAC HOLDING, INC | $13,051,274 | $13,051,274 | $13,051,274 |
| INVESTMENT IN PAC DEVELOPMENT | $8,170,638 | $14,559,144 | $13,614,657 |
| BLOCK 4 ACQUISITIONS | $6,243,306 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $129,117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,601,887 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $114,650 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,793 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,735,506 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $796,767 | Amt |
| Net Investment Income | $634,978 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $161,789 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $555,505 | Amt |
| Net Investment Income | $13,445 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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