STANLEY M HERZOG CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY M HERZOG CHARITABLE FOUNDATION (EIN 81-4698720)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349102775
- Schema version
- 2020v4.0
- Note
- A later return for the same period supersedes this one.
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T14:20:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-11 | 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 | 2021-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $356,571,561 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $324,620,340 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $36 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,958,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,958,348 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,958,348 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $303,856 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $303,856 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $334,578,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,262,240 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,262,240 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $555,508 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $555,508 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $68,811 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $68,811 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $890 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $157,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,213 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $157,393 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $480 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $124,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $124,037 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,511 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $906,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $906,639 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,149,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $906,639 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333,429,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,151,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,355,601 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,530 | CashBOYAmt |
| Cash EOY | $398,387 | CashEOYAmt |
| Cash EOYFMV | $398,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,096,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,418,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,442,589 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $16,529,039 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,018,165 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,010,345 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $4,460,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,594,778 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,022,572 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,114,217 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,054,625 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $857,593 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $857,593 | LandEOYAmt |
| Land EOYFMV | $857,593 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $254,213,244 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $254,213,244 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,747,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,480,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $356,571,561 | 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 | $21,747,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $355,480,583 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,747,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,480,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,747,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,480,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,747,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333,429,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $303,857 | OtherIncreasesAmt |
| Subtotal | $355,480,583 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,480,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,856 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $303,856 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141,111 | SubtotalAmt |
| Tax Based On Investment Income | $141,111 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $147,062 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $147,062 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $5,950 | OverpaymentAmt |
| Refund | $5,950 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | herzogfoundation.com | WebsiteAddressTxt |
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 | Yes (true) | 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 |
| 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 |
|---|---|---|---|---|---|---|
| TODD GRAVES | ||||||
| 1100 Main Street Ste 2700 | Kansas City | MO | 64105 | Director and President | 20.00 | $213,333 |
| JOHN ELLIOTT | ||||||
| P O Box 328 | Smithville | MO | 64089 | Director and Vice Pres | 10.00 | $134,500 |
| TODD GRAVES | ||||||
| 1100 Main Street Ste 2700 | Kansas City | MO | 64105 | Chairman of the Board | 0.000 | $0 |
| KRISTEN ANSLEY | ||||||
| 110 Main Street Ste 2700 | Kansas City | MO | 64105 | Director and SecTreas | 30.00 | $134,500 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Stuart Consulting Grou | |||||
| 13105 Northwest Freeway Ste 1100 | Houston | TX | 77040 | Engineering Services | $59,500 |
| Wells Fargo Advisors | |||||
| 1720 E Bradford Pkwy | Springfield | MO | 65804 | Investment Advisory Servic | $84,213 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The organization made seven grants to six different organizations totaling 242000 | Description1Txt |
| Expenses1 | $242,500 | Expenses1Amt |
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 | $235,745,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,071,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $240,817,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $240,817,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,612,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $237,205,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,860,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,860,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141,111 | TotalTaxAmt |
| Distributable Before Adj | $11,719,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,719,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,719,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,491 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $246,491 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $246,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,719,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,004 | UndistributedIncomePYAmt |
| Qualifying Distributions | $246,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,004 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,487 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $11,561,670 | 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 SEC TREAS | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Benedictine College | ||||||
| 1020 N 2nd St | Atchison | KS | 66002 | PC | General Purposes | $10,000 |
| St Joseph Christian School | ||||||
| 5401 Gene Field Rd | Saint Joseph | MO | 64506 | PC | General Purposes | $155,000 |
| St Paul Lutheran School | ||||||
| 4715 Frederick Ave | Saint Joseph | MO | 64506 | PC | General Purposes | $10,000 |
| St James Catholic School | ||||||
| 309 S Stewart Road | Liberty | MO | 64068 | PC | General Purposes | $2,500 |
| St Francis Xavier School | ||||||
| 2614 Seneca St | Saint Joseph | MO | 64507 | PC | General Purposes | $15,000 |
| Northland Christian School | ||||||
| 10500 N Arrowhead Trafficway | Kansas City | MO | 64155 | PC | General Purposes | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,500 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stanley M Herzog Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 South Riverside Road Ste 200 | AddressLine1Txt |
| City | Saint Joseph | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $324,620,340 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Amended and Restated Promissory Note from Herzog Enterprises Inc dated May 1 2020 in the original pr | NoncashPropertyDesc |
| Fair Market Value | $324,620,340 | FairMarketValueAmt |
| Received | 2020-05-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UHY | CategoryTxt |
| Amt | $890 | Amt |
| Adjusted Net Income | $890 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| TODD GRAVES |
| Compensation set based upon recommendations of independent consulting firm |
| JOHN ELLIOTT |
| Compensation set based upon recommendation of independent consulting firm |
| KRISTEN ANSLEY |
| Compensation set based upon recommendation of independent consulting firm |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Domestic Corporate Bonds Detail Attached | $30,773,375 | $30,714,840 |
| Foreign Corporate Bonds Detail Attached | $3,340,842 | $3,339,785 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DETAIL ATTACHED | StockNm |
| EOY Book Value | $4,460,666 | EOYBookValueAmt |
| EOYFMV | $5,594,778 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land and Building | CategoryOrItemTxt |
| Cost Or Other Basis | $857,593 | CostOrOtherBasisAmt |
| Book Value | $857,593 | BookValueAmt |
| EOYFMV | $857,593 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| James C Thomas III | $35,337 | $35,337 |
| Graves Garrett | $12,516 | $12,516 |
| Polsinelli | $20,958 | $20,958 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Promissory Note | $254,131,990 | $254,131,990 |
| Interest Receivable on Purchased Bonds | $81,254 | $81,254 |
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 |
|---|---|---|---|---|
| Advertising | $3,511 | $3,511 | $3,511 | |
| Bank Charges | $167 | $167 | ||
| Insurance | $2,872 | $2,872 | ||
| Reimbursed Expenses | $24,101 | $24,101 | ||
| Supplies | $1,386 | $1,386 | ||
| Taxes Licenses | $5,460 | $5,460 | ||
| Utilities | $453 | $453 | ||
| Support Services | $59,950 | $59,950 | ||
| Investment Expenses | $26,137 | $26,137 | $26,137 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recognized Capital Gain | Desc |
| Amt | $303,857 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Sadie Elliott | $480 | $480 | $480 | |
| Compensation Resources | $6,600 | $6,600 | ||
| EA Compensation Resources | $6,600 | $6,600 | ||
| The Stuart Consulting Gro | $59,500 | $59,500 | ||
| Wells Fargo Fees | $84,213 | $84,213 | $84,213 |
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