MARK & BETTE MORRIS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARK & BETTE MORRIS FAMILY FOUNDATION (EIN 48-1077121)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349106259
- Schema version
- 2021v4.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:18:11-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832351929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Young CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5224 SW 40th Ter | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481077121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark & Bette Morris Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7852735055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette M Morris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7852735055 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bette | PersonFirstNm |
| Person Last | Morris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Young | PreparerPersonNm |
| PTIN | P00611045 | PTIN |
| Phone | 7852711681 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $49,173,659 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $741,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $741,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,162,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,162,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,162,526 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $413,303 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $413,303 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,317,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,317,521 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $281,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $281,627 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $57,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,911 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $344,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344,636 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $684,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $684,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,430,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,430,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,114,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $684,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,430,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$796,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,633,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,327,996 | CashBOYAmt |
| Cash EOY | $3,860,342 | CashEOYAmt |
| Cash EOYFMV | $3,860,342 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $411,224 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $35,563,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,645,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,313,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,302,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,506,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,173,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,806,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,806,365 | CapitalStockEOYAmt |
| Retained Earning BOY | $30,496,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,699,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,302,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,506,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,302,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,506,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,302,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$796,653 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,506,146 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,506,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | From Partnerships | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $1,162,526 | GrossSalesPriceAmt |
| Gain Or Loss | $1,162,526 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,162,526 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,162,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,704 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,704 | SubtotalAmt |
| Tax Based On Investment Income | $22,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,283 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $82,283 | TotalPaymentsAndCreditsAmt |
| Overpayment | $59,579 | OverpaymentAmt |
| Applied To ES Tax | $59,579 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bette M Morris | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7852735055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette M Morris | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McMorin Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th St | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $281,627 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,090,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,947,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,037,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $47,037,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $705,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,332,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,316,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,316,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,704 | TotalTaxAmt |
| Distributable Before Adj | $2,293,904 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,293,904 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,293,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,430,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,430,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,293,904 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,929 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,966 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,360 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $352,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,430,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,293,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,096 | RemainingDistriFromCorpusAmt |
| Total Corpus | $488,823 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $457,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,855 | ExcessFromYear4Amt |
| Excess From Year3 | $104,617 | ExcessFromYear3Amt |
| Excess From Year2 | $124,966 | ExcessFromYear2Amt |
| Excess From Year1 | $45,360 | ExcessFromYear1Amt |
| Excess From Current Year | $136,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Morris Animal Foundation | |||||||
| 10200 E Girard St | Denver | CO | 80231 | None | PC | Animal Health Research | $1,175,000 |
| Kansas Children's Service League | |||||||
| 3545 SW 5th Ave | Topeka | KS | 66606 | None | PC | Restorative Education | $300,000 |
| Oak Hill School | |||||||
| 86397 Eldon Schaffer Dr | Eugene | OR | 97405 | None | PC | Capitol Improvement | $90,000 |
| Aspen Institute | |||||||
| 2300 North St Suite 700 | Washington | DC | 20037 | None | PC | Program Support | $13,500 |
| Dole Institute of Politics | |||||||
| 2350 Petefish Dr | Lawrence | KS | 66045 | None | PC | Public Education Programs | $25,000 |
| Hammer Museum | |||||||
| 10899 Wilshire Blvd | Los Angeles | CA | 90024 | None | PC | Program Support | $3,750 |
| Capper Foundation | |||||||
| 3500 SW 10th Ave | Topeka | KS | 66606 | None | PC | Disability Services | $15,500 |
| Topeka Symphony | |||||||
| PO Box 2206 | Topeka | KS | 66601 | None | PC | Performance Arts | $9,000 |
| Playmaker's Repertory Theatre | |||||||
| UNC- Chapel Hill | Chapel Hill | NC | 27599 | None | PC | Performance Arts | $3,250 |
| Trinity University | |||||||
| 1 Trinity Place | San Antonio | TX | 78212 | None | PC | Education Scholarships | $10,000 |
| Ronald McDonald House Charities | |||||||
| 2502 Cherry St | Kansas City | MO | 64108 | None | PC | Public Health Support | $15,000 |
| Kansas Children's Discovery Center | |||||||
| 4400 SW 10th Ave | Topeka | KS | 66604 | None | PC | Children's Education Programs | $3,000 |
| Operation Breakthrough | |||||||
| 3039 Troost Ave | Kansas City | MO | 64109 | None | PC | Youth Crisis Support Programs | $10,000 |
| Cultivist Art Council | |||||||
| 912 E 12th St | Los Angeles | CA | 90021 | None | PC | Program Support | $2,500 |
| Saint Paul School of Theology | |||||||
| 5123 Truman Rd | Kansas City | MO | 64127 | None | PC | Religious Education | $10,000 |
| Police Athletic League | |||||||
| 800 N 5th St | Kansas City | KS | 66101 | None | PC | Youth Program Support | $20,000 |
| Starlight Theatre Association | |||||||
| 4600 Starlight Rd | Kansas City | MO | 64132 | None | PC | Performance Arts | $5,000 |
| Theatre Communications Group | |||||||
| 520 8th Ave 24th Floor | New York | NY | 10018 | None | PC | Program Support | $6,500 |
| Friends of Free State Capitol | |||||||
| 1019 SW Fillmore St | Topeka | KS | 66604 | None | PC | Restoration Campaign | $330,000 |
| KCRW Public Radio | |||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | None | PC | Public Education | $5,000 |
| Center for Documentary Studies | |||||||
| 1317 W Pettigrew St | Durham | NC | 27705 | None | PC | Program Support | $5,000 |
| International Documentary Associati | |||||||
| 3470 Wilshire Blvd Suite 980 | Los Angeles | CA | 90010 | None | PC | Program Support | $5,000 |
| Rockhurst High School | |||||||
| 9301 State Line Rd | Kansas City | MO | 64114 | None | PC | Religious Education | $15,000 |
| Friends of the Topeka Zoo | |||||||
| 635 SW Gage | Topeka | KS | 66606 | None | PC | Building Campaign | $25,000 |
| KU Endowment Association | |||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | None | PC | Breast Cancer Research | $55,000 |
| Stormont Vail Hospital Foundation | |||||||
| 1500 SW 10th Ave | Topeka | KS | 66604 | None | PC | Covid-19 Response | $20,000 |
| Reconsider | |||||||
| 895 Lundy Rd | Wawarsing | NY | 12489 | None | PC | Transformational Medical Research | $5,000 |
| Visionary Women | |||||||
| 9663 Santa Monica Blvd | Beverly Hills | CA | 90210 | None | PC | Promotion of Causes Related to Women and Girls | $5,000 |
| Kansas Historical Foundation | |||||||
| 6425 SW 6th Avenue | Topeka | KS | 66615 | None | PC | Museum Renovation | $75,000 |
| SENT | |||||||
| 455 SE Golf Park Blvd Ste 121 | Topeka | KS | 66609 | None | PC | Education and Housing | $150,000 |
| Sundance Institute | |||||||
| 5900 Wilshire Blvd Suite 800 | Los Angeles | CA | 90036 | None | PC | Discovery and Development of Independent Artists | $5,000 |
| Unatti Foundation | |||||||
| 824 17th St Apt 4 | Santa Monica | CA | 90403 | None | PC | Comprehensive Programs for Girls in Nepal | $3,000 |
| Center for Humane Technology | |||||||
| 77 Van Ness Ave 101-1601 | San Francisco | CA | 94102 | None | PC | Aligning Technology with Humanity | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,430,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $741,692 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413,303 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,162,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,317,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,317,521 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alpine Heritage Fund | FMV | ||
| Turner-Agassi Charter School Fund | FMV | $52,920 | |
| Morgan Creek BRIC Private | FMV | $74,637 | |
| JCR Capital | FMV | $99,679 | $309,496 |
| Narrow River Ararat Fund | FMV | $1,500,000 | $1,742,118 |
| 21VC Fund II | FMV | $683,320 | $592,349 |
| Morgan Creek Partners III | FMV | $469,797 | $1,250,515 |
| Mill Creek Management | FMV | $2,611,500 | $4,462,334 |
| Prophecy Trading Advisors | FMV | $1,282,221 | $1,670,222 |
| CommonFundNatural Resources IX | FMV | $1,023,402 | $1,666,162 |
| TCA Global Credit Fund | FMV | $643,853 | $1,210,569 |
| Turner Agassi II | FMV | $581,486 | $690,378 |
| Suvretta Long Fund | FMV | $2,000,000 | $2,857,034 |
| CRG Partners III | FMV | $1,053,335 | $1,446,480 |
| Lunar Capital Partners IV | FMV | $1,644,707 | $1,347,592 |
| Sciens Real Assets Offshore | FMV | $140,384 | |
| Vietnam Investments | FMV | $615,431 | $811,744 |
| Balbec Insolve | FMV | $444,301 | $444,301 |
| Emerald Creek | FMV | $2,781,856 | $2,781,856 |
| Emergent Indonesia Fund | FMV | $1,375,942 | $973,019 |
| Enlightenment Capital | FMV | $1,657,536 | |
| SBC Latin American Housing | FMV | $1,980,845 | $1,398,853 |
| Tiger Pacific Fund | FMV | $2,000,000 | $1,944,059 |
| HASelect Life Fund Carlisle | FMV | $796,821 | $1,564,240 |
| HBC Mega Trends | FMV | $645,978 | $1,307,329 |
| Morgan Creek Private Opp - Didi | FMV | $960,776 | $475,439 |
| Oak Street | FMV | $739,513 | $967,128 |
| CommonFund Secondary II | FMV | $1,245,139 | $2,430,241 |
| Vector Capital | FMV | $1,084,349 | $1,281,775 |
| CRG Partners IV | FMV | $201,872 | $313,533 |
| Pravati Capital IV | FMV | $996,568 | $1,018,257 |
| Art Lending | FMV | $1,003,146 | $1,003,146 |
| Centerbridge II | FMV | $51,720 | $51,720 |
| CommonFund Secondary III | FMV | $511,376 | $786,486 |
| Hengistbury Fund | FMV | $1,500,000 | $1,507,380 |
| New 2nd Capital II | FMV | $228,839 | $285,124 |
| RCP Direct IV | FMV | $110,000 | $107,401 |
| Morgan Stanley | FMV | ||
| Fidelity Investments | FMV | $2,725,112 | $2,742,480 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Expenses From Partnerships | $344,620 | $344,620 |
| Service Charges | $16 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $413,303 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $281,627 | Amt |
| Net Investment Income | $281,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Income Tax | $52,000 | $52,000 |
| Foreign Tax Expense | $5,911 | $5,911 |
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