MURIEL MCBRIEN KAUFFMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MURIEL MCBRIEN KAUFFMAN FOUNDATION (EIN 43-1460787)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349100728
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:34:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMW & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 Glenwood Suite 100 | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 | 431460787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURIEL MCBRIEN KAUFFMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMY CLARK | InCareOfNm |
| Business Name Control | MURI | BusinessNameControlTxt |
| Phone | 9136493584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON BLICKENSDERFER | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 9136493584 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anne Walker | PreparerPersonNm |
| PTIN | P00377634 | PTIN |
| Phone | 9134994920 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.28.80.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 48083720203185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10D56ECA6F43F5F6A976153080BD11CB7B0A3925 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10D56ECA6F43F5F6A976153080BD11CB7B0A3925 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $285,409,085 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Net Invst Incm | $442,296 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,318,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,775,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,827,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,208,594 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,024,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143,980 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,146,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,386,599 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $828,497 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $414,248 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $414,249 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $306,723 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $153,361 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $153,362 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $357,412 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $178,706 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $178,706 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $180 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $781,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $618,045 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $163,882 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $135,684 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $750,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,330 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,540 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,540 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,005 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,005 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,005,824 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $116,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,177,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,542,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,052,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,737,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,727,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,915,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,542,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,780,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,231,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,843,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,235,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $937,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,835 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $194,459,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $207,863,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $257,814,651 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,189,218 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,314,218 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,662,599 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $222,883,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,114,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,409,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $222,883,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $236,114,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,883,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $236,114,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,883,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $236,114,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,883,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,231,295 | ExcessRevenueOverExpensesAmt |
| Subtotal | $236,114,874 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $236,114,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STATEMENT 7 | P | 2019-12-31 | $60,208,594 | $53,458,544 | $6,750,050 | $6,750,050 |
| CAPITAL GAIN DIVIDENDS | P | $2,066,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,024,855 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,820,152 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $266,848,485 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055538 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,043,489 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $252,899,265 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05553 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,815,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $234,107,399 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,307,281 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $240,877,617 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046942 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,403,728 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $256,713,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048317 | DistributionYr5Rt |
| Total Distribution | 0.256796 | TotalDistributionRt |
| Average Distribution | 0.051359 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $247,533,856 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,713,091 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $278,439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,991,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,780,347 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $556,878 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $556,878 | SubtotalAmt |
| Tax Based On Investment Income | $556,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $574,733 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $674,733 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $681 | EsPenaltyAmt |
| Overpayment | $117,174 | OverpaymentAmt |
| Applied To ES Tax | $117,174 | AppliedToESTaxAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | 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 | WWW.MMKF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169321219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STATEMENT 4 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICER, DIRECTOR, OTHER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $828,497 | CompensationAmt |
| Employee Benefit Program | $76,878 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY CLARK | ||||||||
| 4500 RANGE | LAWRENCE | KS | 66049 | DIRECTOR OF FINANCE | 32.0 | $129,150 | $14,776 | $0 |
| JANA TEEFEY | ||||||||
| 12660 BARKLEY | OVERLAND PARK | KS | 66212 | EXECUTIVE ASSISTANT | 30.0 | $56,117 | $7,132 | $0 |
| ESTELA FENNEL | ||||||||
| LOCKTON LANE | FAIRWAY | KS | 66205 | EXECUTIVE ASSISTANT | 40.0 | $68,073 | $8,651 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POWELL GARDENS | |||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | MEMORIAL GARDEN MAIN | $154,575 |
| WELLS CAPITAL MANAGEMENT | |||||
| 100 HERITAGE RESERVE | MENOMONEE | WI | 53051 | INVESTMENT MGMT FEES | $324,695 |
| NORTHERN TRUST CO | |||||
| 50 SOUTH LA SALLE STREET | CHICAGO | IL | 60603 | CUSTODY SERVICES | $117,993 |
| ROCKEFELLER & CO INC | |||||
| 10 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | INVESTMENT MGMT FEES | $116,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $187,270,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,797,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,234,945 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $251,303,407 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $251,303,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,769,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $247,533,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,376,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,376,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556,878 | TotalTaxAmt |
| Distributable Before Adj | $11,819,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,819,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,819,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,780,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,780,347 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,780,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,819,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $415,688 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $372,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,794,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,009,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,676,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,780,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $11,819,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $960,532 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,636,737 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,552,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $415,688 | ExcessFromYear4Amt |
| Excess From Year3 | $372,279 | ExcessFromYear3Amt |
| Excess From Year2 | $1,794,586 | ExcessFromYear2Amt |
| Excess From Year1 | $2,009,641 | ExcessFromYear1Amt |
| Excess From Current Year | $960,532 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NON | ContributingManagerNm |
| Shareholder Manager | NON | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIA I KAUFFMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8169321219 | RecipientPhoneNum |
| Form And Info And Materials | DESCRIPTION OF ORGANIZATION, PURPOSE AND USE OF FUNDS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOME GEOGRAPHIC AND CHARITABLE FIELDS LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATEMENT 5 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $11,737,855 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,737,855 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATEMENT 6 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $4,620,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,620,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,318,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,827,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,146,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,146,620 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| PAC DEVELOPMENT INC | ||
| 1a(1) | $90,000 | CASH FOR GENERAL OPERATIONS |
| PAC HOLDING INC | ||
| 1a(1) | $10,000 | CASH FOR GENERAL OPERATIONS |
| BLOCK 4 ACQUISITION | ||
| 1a(1) | $35,000 | CASH FOR GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| PAC DEVELOPMENT INC | |
| 501(C)(2) | MMKF IS CONTROLLING ENTITY |
| PAC HOLDING INC | |
| 501(C)(2) | MMKF IS CONTROLLING ENTITY |
| BLOCK IV ACQUISITION | |
| 501(C)(2) | MMKF IS CONTROLLING ENTITY |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JMW & ASSOCIATES | $4,750 | $2,375 | $2,375 |
| KELLER & OWENS | $16,300 | $8,150 | $8,150 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATEMENT 3 | CategoryOrItemTxt |
| Book Value | $207,863,652 | BookValueAmt |
| EOYFMV | $257,814,651 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHROP & GAGE, LLC | CategoryTxt |
| Legal Fees | $180 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $180 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PAC HOLDING, INC | $13,051,274 | $13,051,274 | $13,051,274 |
| INVESTMENT IN PAC DEVELOPMENT | $7,965,638 | $6,207,306 | $5,973,137 |
| BLOCK 4 ACQUISITIONS | $6,172,306 | $8,055,638 | $7,638,188 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATEMENT 2 | Desc |
| Revenue And Expenses Per Books | $115,325 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,005,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $116,043 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES FROM PARTNERSHIPS | $0 | $5,810 |
| CANCELLATION OF DEBT FROM PARTNERSHIPS | $0 | $42,099 |
| OTHER INCOME FROM PARTNERSHIPS | $0 | $80,292 |
| PTP ORDINARY GAINS | $0 | $15,779 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATEMENT 1 | CategoryTxt |
| Amt | $781,927 | Amt |
| Net Investment Income | $618,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163,882 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATEMENT 2 | CategoryTxt |
| Amt | $750,811 | Amt |
| Net Investment Income | $26,330 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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