LOCKTON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOCKTON FAMILY FOUNDATION (EIN 48-1135485)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-12
- IRS object ID
- 202512249349101111
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-12T12:39:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481135485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 8169609918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W 47TH STREET SUITE 900 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL L WILLIAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8169609918 | PhoneNum |
| Signature | 2025-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MERYN GOEHAUSEN | PreparerPersonNm |
| PTIN | P01215819 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,147,200 | 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 | $667,303 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,787 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,505,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,821 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $766,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,911 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,524 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $556 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $556,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,492 | CashBOYAmt |
| Cash EOY | $89,833 | CashEOYAmt |
| Cash EOYFMV | $89,833 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,738 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,287,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,911,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,917,154 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $185,237 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,475 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,475 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,585,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,141,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,147,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,585,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,141,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,585,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,141,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,585,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,141,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,585,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $556,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,141,288 | SubtotalAmt |
| Other Decreases | $63 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,141,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $1,505,481 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,322,660 | CostOrOtherBasisAmt |
| Gain Or Loss | $182,821 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $182,821 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,821 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $182,821 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,110 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,110 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,467 | OverpaymentAmt |
| Applied To ES Tax | $4,467 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHERYL L WILLIAMS | IndividualWithBooksNm |
| Phone | 8169609918 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W 47TH ST STE 900 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHERYL L WILLIAMS | ||||||||
| 5825 OVERHILL | MISSION HILLS | KS | 66208 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RONALD J LOCKTON | ||||||||
| 2321 W 59TH STREET | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONALD S LOCKTON | ||||||||
| 6715 CHEROKEE LANE | MISSION HILLS | KS | 66208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN STEPHEN LOCKTON | ||||||||
| 4747 SOUTH FRANKLIN STREET | CHERRY HILLS VILLAGE | CO | 80113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,683,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,868,128 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,868,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,810,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,643 | TotalTaxAmt |
| Distributable Before Adj | $186,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,862 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,656 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $162,481 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $290,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $86,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $550,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $169,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,206 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,206 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $533,296 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $533,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $156,965 | ExcessFromYear4Amt |
| Excess From Year3 | $290,330 | ExcessFromYear3Amt |
| Excess From Year1 | $86,001 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOLDS OF HONOR | |||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HEARTLAND THERAPEUTIC RIDING | |||||||
| 19655 ANTIOCH ROAD | OVERLAND PARK | KS | 66013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MOCSA | |||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NATIONAL WWI MUSEUM & MEMORIAL | |||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| PAWSPERITY | |||||||
| 5805 TROOST AVENUE | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SYMPHONY IN THE FLINT HILLS INC | |||||||
| 331 BROADWAY STREET | COTTONWOOD FALLS | KS | 66845 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| UNITY TEMPLE | |||||||
| 707 W 47TH STREET | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,787 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$31,493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,258 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHERYL L WILLIAMS | |||||||
| 1 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $360,000 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 2 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $24,443 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 3 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $100,742 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 4 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $30,797 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 5 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $1,992 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 6 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $36,882 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 7 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $2,997 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 8 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $78,440 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 9 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $12,532 | Yes (X) | |
| CHERYL L WILLIAMS | |||||||
| 10 | 444 W 47TH STREET SUITE 900 | KANSAS CITY | MO | 64112 | $17,533 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 81.384 SHS CADENCE DESIGN SYSTEM | $24,443 | 2024-02-28 |
| 3 | 245 SHS BERSHIRE HATHAWAY CL-B | $100,742 | 2024-02-28 |
| 4 | 11.606 SHS CHIPOTLE GRILL INC | $30,797 | 2024-02-28 |
| 5 | 8.19 SHS APPLIED MATERIALS INC | $1,992 | 2002-06-20 |
| 6 | 165 SHS CONSTELLATION ENERGY CORP | $36,882 | 2002-06-20 |
| 7 | 50.879 SHS WELLS FARGO & CO | $2,997 | 2002-06-20 |
| 8 | 70 SHS EXXON MOBILE CORP | $78,440 | 2002-06-20 |
| 9 | 26 SHS UNITEDHEALTH GP INC | $12,532 | 2002-06-20 |
| 10 | 195 SHS EDWARD LIFESCIENCES CORP | $17,533 | 2002-06-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUBINBROWN LLP | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP (CVX) | $54,402 | $52,142 |
| ENBRIDGE INC (ENB) | $5,352 | $6,789 |
| EQT CORPORATION COM (EQT) | $77,661 | $89,822 |
| HESS CORPORATION (HES) | $2,738 | $3,777 |
| ONEOK INC (OKE) | $94,296 | $152,106 |
| PLAINS GP HLDG L P PARTN INT A (PAGP) | $47,301 | $91,073 |
| TARGA RESOURCES CORP (TRGP) | $99,920 | $274,355 |
| TC ENERGY CORP (TRP) | $42,492 | $41,877 |
| WILLIAMS CO INC (WMB) | $112,889 | $161,548 |
| ALPHABET INC CLA A (GOOGL) | $16,482 | $107,901 |
| APPLE INC (AAPL) | $10,906 | $71,119 |
| BLOOM ENERGY CORP COM CL A (BE) | $12,483 | $12,526 |
| CHART INDS INC (GTLS) | $45,991 | $62,405 |
| CONSTELLATION ENERGY CORP (CEG) | $4,185 | $4,027 |
| CROWN CASTLE INC (CCI) | $23,760 | $21,964 |
| CUMMINS INC (CMI) | $27,456 | $33,466 |
| DELL TECHNOLOGIES INC CL C (DELL) | $22,916 | $26,851 |
| DEVON ENERGY CORP NEW (DVN) | $14,016 | $9,001 |
| DIAMONDBACK ENERGY INC (FANG) | $24,862 | $28,670 |
| EMBRAER SA ADR (ERJ) | $17,825 | $21,678 |
| EXXON MOBIL CORP (XOM) | $6,610 | $6,024 |
| FIRST SOLAR INC COM (FSLR) | $41,221 | $32,781 |
| L3HARRIS TECHNOLOGIES INC (LHX) | $2,706 | $2,734 |
| MARATHON PETROLEUM CORP (MPC) | $34,268 | $71,842 |
| ONEOK INC (OKE) | $27,677 | $50,501 |
| OVINTIV INC (OW) | $8,839 | $6,318 |
| PALO ALTO NETWORKS INC (PANW) | $20,234 | $109,176 |
| PHILLIPS 66 COM (PSX) | $12,535 | $15,381 |
| SUNCOR ENERGY INC (SU) | $76,092 | $85,632 |
| TARGA RESOURCES CORP (TRGP) | $50,862 | $138,337 |
| UNITEDHEALTH GP INC (UNH) | $9,675 | $39,963 |
| VALERO ENERGY CP DELA NEW (VLO) | $12,400 | $12,872 |
| VERIZON COMMUNICATIONS (VZ) | $10,368 | $11,237 |
| VISA INC CL A (V) | $6,801 | $42,349 |
| VISTRA CORP (VST) | $23,080 | $44,808 |
| COHEN & STEERS TAX ADVAN PFD S (PTA) | $6,868 | $7,688 |
| FS KKR CAPITAL CORP (FSK) | $88,424 | $108,600 |
| GOLDMAN SACHS BDC INC (GSBD) | $14,825 | $12,100 |
| PIMCO DYNAMIC INCOME OPRNTS FD (PDO) | $64,846 | $67,950 |
| ISHARES CORE MSCI EAFE ETF (IEFA) | $160,042 | $175,700 |
| ISHARES CORE MSCI EMERGING (IEMG) | $99,652 | $104,962 |
| ISHARES CORE S&P 500 ETF (IW) | $57,135 | $70,642 |
| ISHARES RUSSELL 1000 GRW ETF (IWF) | $146,109 | $238,137 |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | $186,241 | $223,637 |
| ISHARES RUSSELL MIDCAP G ETF (IWP) | $65,496 | $70,726 |
| ISHARES RUSSELL MIDCAP V ETF (IWS) | $15,559 | $17,461 |
| JPMORGAN ULTRA-SHORT INCOME (JPST) | $35,906 | $36,015 |
| VANGUARD TOTAL BOND MARKET (BND) | $868,775 | $840,484 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSILF TREASURY PORT INST (MISXX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $84,475 | BookValueAmt |
| EOYFMV | $84,475 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $63 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEB HOSTING FEE | $556 | $0 | $0 | $556 |
| BANK FEES | $28 | $28 | $0 | $0 |
| INVESTMENT/ADVISORY FEES | $36,192 | $36,192 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $10,661 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL L WILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W 47TH STREET SUITE 900 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,524 | Amt |
| Net Investment Income | $1,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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