STANLEY M HERZOG CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY M HERZOG CHARITABLE FOUNDATION (EIN 81-4698720)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349104709
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:31:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263675889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Office of James C Thomas III | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7509 NW Tiffany Springs Parkway | AddressLine1Txt |
| Address Line2 | Suite 300 | AddressLine2Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64153 | 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 | 814698720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stanley M Herzog Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kristen Ansley | InCareOfNm |
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 8165849393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14450 N US 169 Ste L | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN ANSLEY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8165849393 | 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 | KRISTEN | PersonFirstNm |
| Person Last | ANSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C THOMAS III | PreparerPersonNm |
| PTIN | P01445728 | PTIN |
| Phone | 8165849393 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $363,910,956 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $9,350,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,350,968 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,350,968 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $105,010 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $105,010 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,375 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,352,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,455,978 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,457,353 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $518,193 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $518,193 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $518,193 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $763,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $763,200 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $763,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,255 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $72,255 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $72,255 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $249,413 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $249,413 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $249,413 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,088 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $17,088 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,088 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $656,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $307,027 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $656,697 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $349,670 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $34,943 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $34,943 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,943 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $241,313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $241,313 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $241,313 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $651,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $651,051 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $648,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,204,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $309,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,204,153 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,894,169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,819,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $309,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,204,153 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,509,769 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,532,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,145,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,253,200 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $398,387 | CashBOYAmt |
| Cash EOY | $295,939 | CashEOYAmt |
| Cash EOYFMV | $295,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,418,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,232,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,224,280 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $2,018,165 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $4,460,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,033,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,895,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,114,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $70,479,472 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $68,557,471 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $12,312,759 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $857,593 | LandBOYAmt |
| Land EOY | $12,312,759 | LandEOYAmt |
| Land EOYFMV | $12,312,759 | LandEOYFMVAmt |
| Other Assets BOY | $254,213,244 | OtherAssetsBOYAmt |
| Other Assets EOY | $199,624,518 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $199,624,518 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $355,480,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $360,979,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $363,910,956 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $355,480,583 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $360,979,246 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $355,480,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $360,979,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,480,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $360,979,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $355,480,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,532,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $105,010 | OtherIncreasesAmt |
| Subtotal | $361,118,183 | SubtotalAmt |
| Other Decreases | $138,937 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $360,979,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,010 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $105,010 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,129 | SubtotalAmt |
| Tax Based On Investment Income | $127,129 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $130,345 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $130,345 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,377 | EsPenaltyAmt |
| Overpayment | $839 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $839 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristen Ansley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8165849393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14450 N US 169 Ste L | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | 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 | Yes (true) | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|
| TODD GRAVES | |||||||
| 1100 Main Street Ste 2700 | Kansas City | MO | 64105 | Chrmn of Bd Dir | 25.00 | $213,333 | $7,467 |
| JOHN ELLIOTT | |||||||
| P O Box 328 | Smithville | MO | 64089 | Director and Vice Chr | 20.00 | $145,260 | |
| KRISTEN ANSLEY | |||||||
| 110 Main Street Ste 2700 | Kansas City | MO | 64105 | Director and SecTreas | 30.00 | $145,260 | $5,380 |
| DARRELL JONES | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | President | 40.00 | $240,000 | $10,523 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JACOB HAWKINS | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Exec Dir | 40.00 | $230,000 | $10,615 |
| STEPHANIE GOODNIGHT | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Vice President Opera | 40.00 | $110,000 | |
| SADIE ELLIOTT | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Training Dir | 40.00 | $75,000 | $2,942 |
| CHRISTOPHER VAS | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Content Director | 40.00 | $75,000 | $3,289 |
| ELIZABETH ROBERTS | |||||||
| 14450 N US 169 Ste L | Smithville | MO | 64089 | Communications Dir | 40.00 | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 7 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bryan Cave | |||||
| 1200 Main Stret | Kansas City | MO | 64105 | Legal Services | $93,103 |
| Excellence in Giving | |||||
| 830 Tenderfoot Hill Road Ste 310 | Colorado Springs | CO | 80906 | Grant AdvisorConsulting | $82,500 |
| Law Office of James C Tho | |||||
| 7509 NW Tiffany Springs Prkwy Ste 3 | Kansas City | MO | 64153 | Legal Services | $75,909 |
| Antonym LLC | |||||
| 104 Hollytree Ct | Georgetown | TX | 78628 | TechnologyWeb Development | $75,000 |
| ColdSpark Digital | |||||
| 950 N Washington St Ste 249 | Alexandria | VA | 22314 | AdvertisingMediaDesign S | $471,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The organization made grants to seventeen organizations totaling 615600 | Description1Txt |
| Expenses1 | $615,600 | Expenses1Amt |
| Description2 | The organization developed and delivered training programs to Christian school staff and leaders covering recruitment and donor development topics as well as publishing educationalnews articles available to | Description2Txt |
| Expenses2 | $2,894,169 | Expenses2Amt |
| Description3 | 2 cont Christian school and general public audiences | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $332,611,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,411,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,022,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $354,022,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,310,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $348,712,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,435,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,435,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,129 | TotalTaxAmt |
| Distributable Before Adj | $17,308,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,308,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,308,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,509,769 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $11,455,166 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,964,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,308,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,911,779 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,964,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,911,779 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,053,156 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,255,347 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KRISTEN ANSLEY SECTREAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14450 N US 169 Ste L | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | No specific form at this time | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No specific deadlines at this time | SubmissionDeadlinesTxt |
| Restrictions On Awards | No specific provisions developed at this time | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| Martin Luther Academy | |||||||
| 7010 N Overland Drive | Kansas City | MO | 64151 | PC | General purposes | $30,000 | |
| Renewanation | |||||||
| 1110 Gravel Hill Road | Vinton | VA | 24179 | PC | General Purposes | $5,000 | |
| Kingdom Education Ministries | |||||||
| 106 Golf View Lane | Summerville | SC | 29485 | PC | General Purposes | $5,000 | |
| Providence School of the Arts | |||||||
| 5809 Michigan Ave | Kansas City | MO | 64130 | PC | General Purposes | $100,000 | |
| Kings Academy Nashville | |||||||
| 394 Strasser Dr | Nashville | TN | 37211 | PC | General Purposes | $150,000 | |
| St Paul Lutheran School | |||||||
| 4715 Frederick Ave | Saint Joseph | MO | 64506 | PC | General Purposes | $45,000 | |
| JOHN CASE | |||||||
| 1306 Carter Lane | Charlottesville | VA | 22901 | I | Christian Ministry Fund | $2,500 | None |
| St Francis Xavier School | |||||||
| 2614 Seneca St | Saint Joseph | MO | 64507 | PC | General Purposes | $12,500 | |
| St Joseph Christian School | |||||||
| 5401 Gene Field Rd | Saint Joseph | MO | 64506 | PC | General Purposes | $157,500 | |
| Bishop Leblond High School | |||||||
| 3529 Frederick Ave | Saint Joseph | MO | 64506 | PC | General Purposes | $5,000 | |
| Smithville Community in Action (dba of Smithville Education Foundation) | |||||||
| 655 S Commercial Ave | Smithville | MO | 64089 | PC | General Purposes | $500 | |
| Kozaks Cares Inc | |||||||
| 1018 S 169 Highway | Smithville | MO | 64089 | PC | General Purposes | $100 | |
| Great Plains Alliance of Christian Schools | |||||||
| 1500 SW Jefferson St | Lees Summit | MO | 64081 | PC | General Purposes | $2,500 | |
| The Philanthropy Roundtable | |||||||
| 1120 20th Street NW Ste 550 South | Washington | DC | 20036 | PC | General Purposes | $50,000 | |
| Flint Hills Christian School | |||||||
| 3905 Green Valley Rd | Manhattan | KS | 66502 | PC | General Purposes | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,600 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UHY | CategoryTxt |
| Amt | $17,088 | Amt |
| Adjusted Net Income | $17,088 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,088 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds See attached detail | $63,046,203 | $61,336,506 |
| Foreign Bonds See attached detail | $7,433,269 | $7,220,965 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See attached detail | StockNm |
| EOY Book Value | $38,033,737 | EOYBookValueAmt |
| EOYFMV | $42,895,989 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Building Project | CategoryOrItemTxt |
| Cost Or Other Basis | $12,312,759 | CostOrOtherBasisAmt |
| Book Value | $12,312,759 | BookValueAmt |
| EOYFMV | $12,312,759 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| James C Thomas III | $75,909 | $75,909 | $75,909 |
| Graves Garrett | $17,100 | $17,100 | $17,100 |
| Holtzman Vogel Josefiak | $53,600 | $53,600 | $53,600 |
| Bryan Cave | $93,103 | $93,103 | $93,103 |
| Withers Brant Igoe Mu | $9,701 | $9,701 | $9,701 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Promisorry Note | $254,131,990 | $199,561,541 | $199,561,541 |
| Interest Receivable on Purchased Bonds | $81,254 | $62,977 | $62,977 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes on Investment Incom | Desc |
| Amt | $138,937 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Line 5040 Advertising and Marketing | $575,461 | $575,461 | $575,461 | |
| Line 6100 Advertising | $280 | $280 | $280 | |
| Foreign WH | $2,957 | $2,957 | $2,957 | |
| Bank Charges | $99 | $99 | $99 | |
| Dues Subscriptions | $560 | $560 | $560 | |
| Insurance | $14,390 | $14,390 | $14,390 | |
| Office Expenses | $21,287 | $21,287 | $21,287 | |
| Office Supplies | $6,302 | $6,302 | $6,302 | |
| Reimbursed Expenses | $29,715 | $29,715 | $29,715 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refunds and Allowances | Desc |
| Revenue And Expenses Per Books | $1,375 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,375 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains | Desc |
| Amt | $105,010 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Wells Fargo PIM Fees | $307,027 | $307,027 | $307,027 | |
| Gabe Rene LLC photogra | $2,000 | $2,000 | $2,000 | |
| Faucett Appraisal Service | $600 | $600 | $600 | |
| CBRE | $10,000 | $10,000 | $10,000 | |
| Expensify training | $867 | $867 | $867 | |
| Paychex payroll service | $5,268 | $5,268 | $5,268 | |
| Line 5030 Other Profess | $330,935 | $330,935 | $330,935 |
Comments