LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202021919349100812
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T11:24:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752986125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATUS GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 TOMAHAWK CREEK PKWY SUITE 310 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662112693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203406848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORDI MARKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 8164440330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS C MARKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8164440330 | PhoneNum |
| Signature | 2020-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY B JONES | PreparerPersonNm |
| PTIN | P00547684 | PTIN |
| Phone | 9136479750 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $9,876,852 | 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 | $608,860 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,319 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,319 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $949,958 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,479 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $622 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $819,290 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,748 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,597 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,299 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,298 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,303 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $351,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $351,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $359,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $459,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $792,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $436,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $436,749 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,654,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,282,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,790,163 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,657,432 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,843,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,649,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,103,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,563,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,876,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,103,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,563,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,103,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,563,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,103,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,563,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,103,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $459,600 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,563,232 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,563,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - SEE ATTACHED | P | 2019-12-31 | 2019-12-31 | $200,000 | $200,000 | ||
| MORGAN STANLEY - SEE ATTACHED | P | 2019-12-31 | 2019-12-31 | $742,896 | $755,133 | -$12,237 | -$12,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,175 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $360,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,505,207 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048066 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $354,798 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,714,006 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052844 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $237,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,837,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $223,362 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,764,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $228,764 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,161,548 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044321 | DistributionYr5Rt |
| Total Distribution | 0.224705 | TotalDistributionRt |
| Average Distribution | 0.044941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,189,169 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $368,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $370,090 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $353,068 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,123 | SubtotalAmt |
| Tax Based On Investment Income | $4,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,624 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,624 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,499 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR DENNIS C MARKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8164440330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENNIS C MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUSAN LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SARA LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,686,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,313,877 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,313,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,189,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,123 | TotalTaxAmt |
| Distributable Before Adj | $405,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $405,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $405,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $353,068 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $353,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,496 | UndistributedIncomePYAmt |
| Qualifying Distributions | $353,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,496 | AppliedToYear1Amt |
| Applied To Current Year | $174,572 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $230,763 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS C MARKER | ContributingManagerNm |
| Contributing Manager | SUSAN LORDI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR DENNIS C MARKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8164440330 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $22,500 |
| LITERACY KC | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $2,000 |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | N/A | EDUCATION | OPERATIONS | $10,000 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | N/A | PUBLIC | OPERATIONS | $5,000 |
| INCARNATE WORD | |||||||
| 2788 NORMANDY DRIVE | ST LOUIS | MO | 63121 | N/A | PUBLIC | OPERATIONS | $4,000 |
| AMERICAN RED CROSS | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $5,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | N/A | PUBLIC | OPERATIONS | $25,000 |
| KC BALLET | |||||||
| 1616 BROADWAY STREET | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $15,000 |
| EM'S SPOTLIGHT | |||||||
| 8257 WORNALL ROAD | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $7,000 |
| NORTH AMERICAN BLUEBIRD SOCIETY | |||||||
| PO BOX 7844 | BLOOMINGTON | IN | 47407 | N/A | PUBLIC | OPERATIONS | $3,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $10,000 |
| KCUR PUBLIC RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | N/A | PUBLIC | OPERATIONS | $15,000 |
| WAYSIDE WAIFS | |||||||
| 3901 W MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | N/A | PUBLIC | OPERATIONS | $10,000 |
| SAVE INC | |||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | N/A | PUBLIC | OPERATIONS | $4,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINTON | DC | 20037 | N/A | PUBLIC | OPERATIONS | $25,000 |
| ANGELS LEFT BEHIND | |||||||
| PO BOX 52 | BELTON | MO | 64012 | N/A | PUBLIC | OPERATIONS | $1,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | N/A | PUBLIC | OPERATIONS | $6,000 |
| GREAT PLAINS SPCA | |||||||
| 9800 W 67TH ST | MERRIAM | KS | 66203 | N/A | PUBLIC | OPERATIONS | $5,000 |
| ROTARY CLUB YOUTH CAMP | |||||||
| 22310 E COLBERN RD | LEES SUMMIT | MO | 64063 | N/A | PUBLIC | OPERATIONS | $2,500 |
| POWELL GARDENS | |||||||
| 1609 NW US HIGHWAY | KINGSVILLE | MO | 64061 | N/A | PUBLIC | OPERATIONS | $26,000 |
| MISSOURI PRAIRIE FOUNDATION | |||||||
| PO BOX 856 | MEXICO | MO | 65265 | N/A | PUBLIC | OPERATIONS | $25,000 |
| THE BRIDGEKCPT | |||||||
| 139 TOWNSEND STREET | WARRENSBURG | MO | 64093 | N/A | PUBLIC | OPERATIONS | $25,000 |
| GRASSLAND HERITAGE FOUNDATION | |||||||
| PO BOX 394 | SHAWNEE MISSION | KS | 66201 | N/A | PUBLIC | OPERATIONS | $7,500 |
| RAINBOW SCHOOL | |||||||
| 7850 HOLMES ROAD | KANSAS CITY | MO | 64131 | N/A | PUBLIC | OPERATIONS | $3,500 |
| THE CULTURE HOUSE | |||||||
| 14808 W 117TH STREET | OLATHE | KS | 66062 | N/A | PUBLIC | OPERATIONS | $10,000 |
| MCCKC HEALTH FAIR | |||||||
| 2700 E 18TH STREET | KANSAS CITY | MO | 64127 | N/A | PUBLIC | OPERATIONS | $5,000 |
| HEARTLAND CENTER | |||||||
| 16965 NW 45 HWY | PARKVILLE | MO | 64152 | N/A | PUBLIC | OPERATIONS | $3,000 |
| SURFACE DESIGN ASSOCIATION | |||||||
| PO BOX 4044 | LAS VEGAS | NM | 87701 | N/A | PUBLIC | OPERATIONS | $3,000 |
| MORGAN COUNTY HISTORICAL SOCIETY | |||||||
| 120 N MONROE | VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $3,000 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 318 E 55TH STREET | KANSAS CITY | MO | 64113 | N/A | PUBLIC | OPERATIONS | $35,000 |
| GLOBAL BIRTHING HOME FOUNDATION | |||||||
| 5000 W 134TH STREET | LEAWOOD | KS | 66209 | N/A | PUBLIC | OPERATIONS | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| PO BOX 440400 | ST LOUIS | MO | 63144 | N/A | PUBLIC | OPERATIONS | $12,500 |
| UMKC CRESCENDO | |||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | N/A | PUBLIC | OPERATIONS | $1,250 |
| KC PLANT INITIATIVE | |||||||
| PO BOX 32131 | KANSAS CITY | MO | 64171 | N/A | PUBLIC | OPERATIONS | $5,000 |
| ASSOC FOR CULTURAL EQUITY | |||||||
| 425 E 25TH ST STE 1000 | NEW YORK | NY | 10010 | N/A | PUBLIC | OPERATIONS | $2,500 |
| MOVING ARTS | |||||||
| 1822 HYPERION AVE | LOS ANGELES | CA | 90027 | N/A | PUBLIC | OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,319 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,807 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,175 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNER | 15 | -$2,409 |
| ENTERPRISE PROD BOOK OVER T | 15 | $5,266 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $210,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,430 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DENNIS C MARKER | |||||||
| 1 | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | $304,430 | Yes (X) | Yes (X) |
| SUSAN LORDI | |||||||
| 2 | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | $304,430 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 250 SH APPLE INC | $66,395 | 2019-12-05 |
| 2 | 75 SH AMERICAN TOWER REIT COM | $16,015 | 2019-12-05 |
| 1 | 75 SH AMERICAN TOWER REIT COM | $16,015 | 2019-12-05 |
| 2 | 275 SH ISHARES RUSSELL 1000 GRW | $46,654 | 2019-12-05 |
| 1 | 275 SH ISHARES RUSSELL 1000 GRW | $46,654 | 2019-12-05 |
| 2 | 425 SH HEALTH CARE SEL SECT SPDR | $42,394 | 2019-12-05 |
| 1 | 425 SH HEALTH CARE SEL SECT SPDR | $42,394 | 2019-12-05 |
| 2 | 250 SH VISA INC CL A | $45,472 | 2019-12-05 |
| 1 | 250 SH VISA INC CL A | $45,472 | 2019-12-05 |
| 2 | 250 SH APPLE INC | $66,395 | 2019-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STRATUS GROUP LLC | CategoryTxt |
| Amt | $2,597 | Amt |
| Net Investment Income | $1,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,298 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $2,282,501 | EOYBookValueAmt |
| EOYFMV | $3,790,163 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED AND CLOSED END FUNDS | AT COST | $2,106,903 | $3,444,854 |
| CERTIFICATES OF DEPOSIT | AT COST | $1,500,000 | $1,505,972 |
| MUTUAL FUNDS | AT COST | $237,079 | $699,114 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MORGAN STANLEY | $40 | $20 | $20 |
| MISCELLANEOUS EXPENSE |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY | $24 | $24 |
| MISCELLANEOUS INCOME | $598 | $598 |
| ENTERPRISE PRODUCTS PARTNERS | -$2,409 | |
| ENTERPRISE PROD BOOK OVER TAX | $5,266 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2019 990-W | $1,624 | $1,624 |
| 2018 BALANCE DUE | $148 | $148 |
| FOREIGN TAX PAID | $3,531 | $3,531 |
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