WALLY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALLY FOUNDATION INC (EIN 34-1992544)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-31
- IRS object ID
- 202522129349100607
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-31T09:38:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET TWO FINANCIAL | AddressLine1Txt |
| Address Line2 | CENTER | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 | 341992544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALLY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 9132624246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3965 W 83RD STREET 210 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN BRESKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9132624246 | PhoneNum |
| Signature | 2025-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHYAMALEE JOSEPH | PreparerPersonNm |
| PTIN | P01085371 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2025-07-28 | PreparationDt |
| 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 | $86,515,975 | 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 | $75,001,082 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,345,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,345,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,478,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,764 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,764 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $77,628,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,626,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,820 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,070,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,612,163 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,156 | CashBOYAmt |
| Cash EOY | $970,014 | CashEOYAmt |
| Cash EOYFMV | $970,014 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $57,941,759 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $57,941,759 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $57,941,759 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,261,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,481,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,604,202 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,322,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,393,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,515,975 | 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 | $4,322,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,393,296 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,322,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,393,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,322,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,393,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,322,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,070,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $274 | OtherIncreasesAmt |
| Subtotal | $81,393,296 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,393,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB 2648 | P | $456,858 | $414,381 | $42,477 | $42,477 |
| SCHWAB 5047 | P | $1,021,728 | $946,594 | $75,134 | $75,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $57,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,691 | OverpaymentAmt |
| Applied To ES Tax | $20,691 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | ELLEN BRESKY | IndividualWithBooksNm |
| Phone | 9132624246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3411 W 87TH STREET | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66206 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN S BRESKY | ||||||||
| 3411 W 87TH STREET | LEAWOOD | KS | 66206 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH R BRESKY | ||||||||
| 3412 W 87TH STREET | LEAWOOD | KS | 66206 | VICE PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| JACOB A BRESKY | ||||||||
| 3413 W 87TH STREET | LEAWOOD | KS | 66206 | TREASURER | 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 | $12,377,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,722,906 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,338,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,338,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $410,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,928,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,346,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,346,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,309 | TotalTaxAmt |
| Distributable Before Adj | $1,310,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,310,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,310,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,310,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $497,623 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $497,623 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,278,728 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFMDA | ||||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| CARE BEYOND THE BOULEVARD | ||||||||
| PO BOX 860580 | SHAWNEE | KS | 66286 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 | |
| CENTER FOR PRACTICAL BIOETHICS | ||||||||
| 1111 MAIN STREET SUITE 500B | KANSAS CITY | MO | 641052116 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $40,000 | |
| CHOATE ROSEMARY HALL | ||||||||
| PO BOX 5043 | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| DAYSTAR COUNSELING MINISTRIES | ||||||||
| 2801 AZALEA PLACE | NASHVILLE | TN | 37204 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| ELIE WIESEL FOUNDATION FOR HUMANITY | ||||||||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| EVERYTOWN FOR GUN SAFETY | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| FRIENDS OF THE ZOO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| FRONT PORCH ALLIANCE | ||||||||
| 3210 MICHIGAN AVENUE 302 | KANSAS CITY | MO | 641093105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| GIVING THE BASICS | ||||||||
| 927 SOUTH 17TH STREET | KANSAS CITY | KS | 66105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 | |
| GLOBAL GOODS PARTNERS | ||||||||
| 650 1ST AVENUE FL 1 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $45,000 | |
| GREAT JOBS KC | ||||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| GREEN WORKS IN KC | ||||||||
| 607 EAST 31ST STREET | KANSAS CITY | MO | 64109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| HALO FOUNDATION | ||||||||
| 1600 GENESSEE 200 | KANSAS CITY | MO | 64102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| HARVESTERS | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PUBLIC CHARITY | UNRESTRICTED | $40,000 | |
| HIGH ASPIRATIONS | ||||||||
| 6320 BROOKSIDE PLAZA SUITE | KANSAS CITY | MO | 64113 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| IVANHOE NEIGHBORHOOD | ||||||||
| 3700 WOODLAND AVENUE | KANSAS CITY | MO | 64109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 EAST 63RD STREET | KANSAS CITY | MO | 64110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| JEWISH VOCATIONAL SERVICES | ||||||||
| 4600 THE PASEO | KANSAS CITY | MO | 64110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| JR ACHIEVEMENT OF GREATER KC | ||||||||
| 2842 WEST 47TH AVENUE | KANSAS CITY | KS | 66103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| KANBE'S MARKET | ||||||||
| 3119 TERRACE STREET | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| KANSAS CITY COMMUNITY GARDENS | ||||||||
| 6917 KENSINGTON AVENUE | KANSAS CITY | MO | 64132 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 5000 EAST 17TH STREET | KANSAS CITY | MO | 64127 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 | |
| KANSAS CITY HOSPICE & PALLIATIVE CARE | ||||||||
| 9001 STATE LINE ROAD 300 | KANSAS CITY | MO | 64114 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 | |
| KANSAS CITY PBS | ||||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| KANSAS CITY PUBLIC LIBRARY FOUNDATION | ||||||||
| 14 WEST 10TH STREET | KANSAS CITY | MO | 641051702 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| KCUR | ||||||||
| 4825 TROOST AVENUE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| MAYO CLINIC | ||||||||
| 200 1ST STREET SOUTHWEST | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | ||||||||
| 5801 WEST 115TH STREET 106 | LEAWOOD | KS | 66211 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| MORNING GLORY MINISTRIES CATHEDRAL OF IMMACULATE CONCEPTION | ||||||||
| 416 WEST 12TH STREET | KANSAS CITY | MO | 64105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| MOTHER'S IN CHARGE | ||||||||
| 3200 WAYNE AVENUE 124W | KANSAS CITY | MO | 64109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| M'SHOOGY'S EMERGENCY ANIMAL RESCUE | ||||||||
| 11519 STATE HIGHWAY C | SAVANNAH | MO | 64485 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| NEGRO LEAGUES BASEBALL MUSEUM | ||||||||
| 1616 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 | |
| OPERATION BBQ RELIEF | ||||||||
| 22720 JOE HOLT PARKWAY | PECULIAR | MO | 64078 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVENUE | KANSAS CITY | MO | 64109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| PLANNED PARENTHOOD- GREAT PLAINS | ||||||||
| 4401 WEST 109TH STREET SUITE 100 | OVERLAND PARK | KS | 66211 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| PROJECT WARMTH KC CO MID AMERICA ASSISTANCE COALITION | ||||||||
| ONE WEST ARMOUR BOULEVARD SUITE 301 | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| RECONCILATION SERVICES THELMA'S KITCHEN | ||||||||
| 3101 TROOST AVENUE | KANSAS CITY | MO | 64109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 EAST 12TH STREET | KANSAS CITY | MO | 64126 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| SHEP'S PLACE SENIOR | ||||||||
| 17012 EAST TRUMAN ROAD | INDEPENDENCE | MO | 640561703 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| SLEEPYHEAD BEDS | ||||||||
| 4741 CENTRAL STREET 244 | KANSAS CITY | MO | 64112 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| STAND WITH US | ||||||||
| 6505 WILSHIRE BOULEVARD 5TH FLOOR | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| THE BELIEVE BAG PROJECT | ||||||||
| 16141 SOUTH RAINTREE DRIVE | OLATHE | KS | 66062 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| URBAN NEIGHBORHOOD INITIATIVE | ||||||||
| 2700 EAST 18TH STREET 261 | KANSAS CITY | MO | 64127 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| VALENTINO ACHAK DENG FOUNDATION | ||||||||
| 849 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| WASHINGTON UNIVERSITY ALUMNI FUND | ||||||||
| CAMPUS BOX 1082 1 BOOKINGS DRIVE | ST LOUIS | MO | 631309989 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| WATERORG | ||||||||
| 117 WEST 20TH STREET 203 | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,000 | 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 | $2,345,788 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,611 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SCHWAB 5047 TRUE UP | 14 | $12,548 |
| PRIOR YEAR DIVIDENDS | 14 | $216 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,626,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,626,983 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $9,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE KANSAS SECRETARY OF STATE AND ATTORNEY GENERAL DO NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH THE KANSAS NOT-FOR-PROFIT ANNUAL REPORT OR WITH THE ATTORNEY GENERAL'S OFFICE. A COPY WILL BE FURNISHED TO THE SECRETARY OF STATE AND / OR ATTORNEY GENERAL UPON THEIR REQUEST. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB EQUITIES | StockNm |
| EOY Book Value | $22,481,523 | EOYBookValueAmt |
| EOYFMV | $27,604,202 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEES | $14,820 | $14,820 | $0 |
| INSURANCE | $1,971 | $0 | $0 |
| POSTAGE | $216 | $0 | $0 |
| SUPPLIES | $60 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHWAB 5047 TRUE UP | $12,548 | $12,548 | $12,548 |
| PRIOR YEAR DIVIDENDS | $216 | $216 | $216 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE ADJUSTMENT | Desc |
| Amt | $274 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments