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LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202111339349102181
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T13:51:09-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752986125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STRATUS GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111300 TOMAHAWK CREEK PKWY SUITE 310AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP662112693ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203406848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LORDI MARKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLORDBusinessNameControlTxt
Phone8164440330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS C MARKERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8164440330PhoneNum
Signature2021-05-01SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENNIS CPersonFirstNm
Person LastMARKERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOURTNEY B JONESPreparerPersonNm
PTINP00547684PTIN
Phone9136479750PhoneNum
Preparation2021-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,562,377FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,611,010ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23,562InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,562InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$168,831DividendsRevAndExpnssAmt
Dividends Net Invst Incm$165,455DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$747,803NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,081,214GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$747,803CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,752OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,752OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,556,958TotalRevAndExpnssAmt
Total Net Invst Incm$942,572TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,139AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,570AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,569AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,202TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,202TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,792TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,589TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,363,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,363,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,376,131TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,792TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,365,339TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,180,827ExcessRevenueOverExpensesAmt
Net Investment Income$931,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$436,749SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$351,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$351,750SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,282,501CorporateStockBOYAmt
Corporate Stock EOY$3,402,444CorporateStockEOYAmt
Corporate Stock EOYFMV$4,394,845CorporateStockEOYFMVAmt
Other Investments BOY$3,843,982OtherInvestmentsBOYAmt
Other Investments EOY$3,989,865OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,815,782OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,563,232TotalAssetsBOYAmt
Total Assets EOY$7,744,059TotalAssetsEOYAmt
Total Assets EOYFMV$10,562,377TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,563,232RetainedEarningBOYAmt
Retained Earning EOY$7,744,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,563,232TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,744,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,563,232TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,744,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,563,232TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,180,827ExcessRevenueOverExpensesAmt
Subtotal$7,744,059SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,744,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - SEE ATTACHEDP$463,690$470,977-$7,287-$7,287
MORGAN STANLEY - SEE ATTACHEDP$308,547$320,847-$12,300-$12,300
MORGAN STANLEY - SEE ATTACHEDP$1,304,440$541,587$762,853$762,853
FieldValueIRS element (for citing)
Capital Gain Net Income$747,803CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,952InvestmentIncomeExciseTaxAmt
Subtotal$12,952SubtotalAmt
Tax Based On Investment Income$12,952TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,123EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,123TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Tax Due$8,839TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MR DENNIS C MARKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8164440330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS C MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
SUSAN LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
SARA LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
DAVID MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,761,666AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$440,595AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,202,261TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,202,261AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$138,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,064,227NetVlNoncharitableAssetsAmt
Minimum Investment Return$453,211MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$453,211MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,952TaxBasedOnInvestmentIncomeAmt
Total Tax$12,952TotalTaxAmt
Distributable Before Adj$440,259DistributableBeforeAdjAmt
Distributable Before Ded$440,259DistributableBeforeDedAmt
Distributable As Adjusted$440,259DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,365,339ExpensesAndContributionsAmt
Qualifying Distributions$1,365,339QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,365,339AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$440,259DistributableAsAdjustedAmt
Undistributed Income PY$230,763UndistributedIncomePYAmt
Qualifying Distributions$1,365,339QualifyingDistributionsAmt
Applied To Year1$230,763AppliedToYear1Amt
Applied To Current Year$440,259AppliedToCurrentYearAmt
Remaining Distri From Corpus$694,317RemainingDistriFromCorpusAmt
Total Corpus$694,317TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$694,317ExcessDistriCyovToNextYrAmt
Excess From Current Year$694,317ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENNIS C MARKERContributingManagerNm
Contributing ManagerSUSAN LORDIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR DENNIS C MARKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8164440330RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVEDFormAndInfoAndMaterialsTxt
Submission DeadlinesBY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
211 W ARMOUR BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$5,000
ANGELS LEFT BEHIND
PO BOX 52BELTONMO64012N/APUBLICOPERATIONS$1,750
ASSOC FOR CULTURAL EQUITY
425 E 25TH ST STE 1000NEW YORKNY10010N/APUBLICOPERATIONS$3,000
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROADKANSAS CITYMO64108N/APUBLICOPERATIONS$25,000
CITY UNION MISSION
1100 E 11TH STKANSAS CITYMO64106N/APUBLICOPERATIONS$5,000
DEEP ROOTS
PO BOX 32131KANSAS CITYMO64171N/APUBLICOPERATIONS$5,000
GLOBAL BIRTHING HOME FOUNDATION
5000 W 134TH STREETLEAWOODKS66209N/APUBLICOPERATIONS$6,000
GRASSLAND HERITAGE FOUNDATION
PO BOX 394SHAWNEE MISSIONKS66201N/APUBLICOPERATIONS$10,000
GREAT PLAINS SPCA
9800 W 67TH STMERRIAMKS66203N/APUBLICOPERATIONS$6,000
HARVESTERS COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129N/APUBLICOPERATIONS$30,000
HEARTLAND CENTER
16965 NW 45 HWYPARKVILLEMO64152N/APUBLICOPERATIONS$3,500
INCARNATE WORD
2788 NORMANDY DRIVEST LOUISMO63121N/APUBLICOPERATIONS$4,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$6,000
KC BALLET
1616 BROADWAY STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$22,500
KCUR PUBLIC RADIO
4825 TROOST STE 202KANSAS CITYMO64110N/APUBLICOPERATIONS$15,000
LECOM STUDENT SCHOLARSHIP FUND
1858 W GRANDVIEW BLVDERIEPA16509N/APUBLICOPERATIONS$5,000
LITERACY KC
211 W ARMOUR BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$2,500
MCCKC HEALTH FAIR
2700 E 18TH STREETKANSAS CITYMO64127N/APUBLICOPERATIONS$5,000
MISSOURI PRAIRIE FOUNDATION
PO BOX 856MEXICOMO65265N/APUBLICOPERATIONS$1,025,000
MORGAN CO FOOD PANTRY
PO BOX 44VERSAILLESMO65084N/APUBLICOPERATIONS$10,000
MORGAN COUNTY HISTORICAL SOCIETY
120 N MONROEVERSAILLESMO65084N/APUBLICOPERATIONS$3,000
NORTH AMERICAN BLUEBIRD SOCIETY
PO BOX 7844BLOOMINGTONIN47407N/APUBLICOPERATIONS$4,000
POWELL GARDENS
1609 NW US HIGHWAYKINGSVILLEMO64061N/APUBLICOPERATIONS$16,000
RAINBOW SCHOOL
7850 HOLMES ROADKANSAS CITYMO64131N/APUBLICOPERATIONS$4,000
ROTARY CLUB YOUTH CAMP
22310 E COLBERN RDLEES SUMMITMO64063N/APUBLICOPERATIONS$3,000
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313N/APUBLICOPERATIONS$7,500
SAVE INC
PO BOX 45301KANSAS CITYMO64171N/APUBLICOPERATIONS$5,000
SECOND PRESBYTERIAN CHURCH
318 E 55TH STREETKANSAS CITYMO64113N/APUBLICOPERATIONS$5,000
SURFACE DESIGN ASSOCIATION
PO BOX 4044LAS VEGASNM87701N/APUBLICOPERATIONS$1,000
THE ANIMATION PROJECT
413 W 14TH STREETNEW YORKNY10014N/APUBLICOPERATIONS$5,000
THE BRIDGEKCPT
139 TOWNSEND STREETWARRENSBURGMO64093N/APUBLICOPERATIONS$25,000
THE CULTURE HOUSE
14808 W 117TH STREETOLATHEKS66062N/APUBLICOPERATIONS$10,000
THE NATURE CONSERVANCY
PO BOX 440400ST LOUISMO63144N/APUBLICOPERATIONS$32,500
UMKC CONSERVATORY
5100 ROCKHILL ROADKANSAS CITYMO64110N/APUBLICOPERATIONS$2,500
WAYSIDE WAIFS
3901 W MARTHA TRUMAN RDKANSAS CITYMO64137N/APUBLICOPERATIONS$10,000
WESTMINSTER COLLEGE
501 WESTMINSTER AVEFULTONMO65251N/AEDUCATIONOPERATIONS$10,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINTONDC20037N/APUBLICOPERATIONS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,363,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,562ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$168,831ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$5,752ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$747,803ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$945,948ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$945,948TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DENNIS C MARKER
11216 W 57TH TERRACEKANSAS CITYMO64113$805,505Yes (X)Yes (X)
SUSAN LORDI
21216 W 57TH TERRACEKANSAS CITYMO64113$805,505Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11750 SH NIKE INC B$218,3132020-09-24
1250 SH VISA INC CL A$51,9032020-12-10
2250 SH ABBOTT LABORATORIES$26,6302020-12-10
11375 SH ISHARES RUSSELL 1000 GRW$285,5332020-09-24
21750 SH NIKE INC B$218,3132020-09-24
2250 SH VISA INC CL A$51,9032020-12-10
1250 SH PROCTOR & GAMBLE$33,8782020-12-10
21375 SH ISHARES RUSSELL 1000 GRW$285,5322020-09-24
1250 SH MICROSOFT CORP$52,6302020-12-10
2250 SH PROCTOR & GAMBLE$33,8782020-12-10
1500 SH APPLE INC$61,6202020-12-10
2250 SH MICROSOFT CORP$52,6302020-12-10
1250 SH ABBOTT LABORATORIES$26,6302020-12-10
2500 SH APPLE INC$61,6202020-12-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySTRATUS GROUP LLCCategoryTxt
Amt$3,139Amt
Net Investment Income$1,570NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,569DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$3,402,444EOYBookValueAmt
EOYFMV$4,394,845EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED AND CLOSED END FUNDSAT COST$2,242,050$3,930,990
CERTIFICATES OF DEPOSITAT COST$1,500,000$1,526,633
MUTUAL FUNDSAT COST$247,815$358,159

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MORGAN STANLEY$40$20$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MISCELLANEOUS INCOME$334$334
ENTERPRISE PRODUCTS PARTNERS-$78-$78
ENTERPRISE PRODUCTS PARNTERS-$815-$815
ENTERPRISE PROD BOOK OVER TAX$6,311$6,311

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2019 990-W$4,123$4,123
2019 BALANCE DUE$2,499$2,499
FOREIGN TAX PAID$2,580$2,580

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