2019-09-13T12:59:15-05:00 2018-12-31 481238645 MARKSNELSON LLC 1310 E 104TH ST SUITE 300 KANSAS CITY MO 64131 990PF 2018-01-01 276825262 KELLY FAMILY FOUNDATION KELL 9132101788 PO BOX 3955 OLATHE KS 66063 BONNIE C KELLY TRUSTEE 9132101788 2019-08-19 1 SARA B STUBLER P01332766 8167437700 64.151.48.2 2019-08-19 15:14:19 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FAD3CA8AE7DDC39A0996577D5FE07886A11D6B96 2018 2019-02-21 02:37:17Z X 25823468 X X 193496 193496 602511 602511 821939 10506003 821939 1617946 1617946 0 0 0 143 143 0 9100 9100 0 62712 6889 0 71955 16132 0 1756100 1756100 1828055 16132 1756100 -210109 1601814 899824 4322606 4322606 15588174 12456863 13383339 8746828 8245248 8117523 25234826 25024717 25823468 0 0 X 0 0 0 0 25234826 25024717 25234826 25024717 25234826 25024717 25234826 -210109 0 25024717 0 25024717 ST COVERED FROM INVESTMENT ACCOUNT P 2018-12-31 4181502 4093164 88338 88338 LT COVERED FROM INVESTMENT ACCOUNT P 2018-12-31 5304151 4586100 718051 718051 LT NONCOVERED FROM INVESTMENT ACCOUNT P 2018-12-31 1009068 1004800 4268 4268 BOND AMORTIZATION ADJUSTMENT P 2018-12-31 8919 8919 8919 CAPITAL GAIN DISTRIBUTIONS P 2018-12-31 2363 2363 2363 821939 0 1752619 27535922 0.063648 1940916 27439255 0.070735 2061378 28805091 0.071563 1720071 32279485 0.053287 1644113 31305727 0.052518 0.311751 0.062350 27354783 1705571 16018 1721589 1756100 X 16018 0 16018 0 16018 25270 0 0 25270 0 9252 9252 0 0 0 0 0 0 0 0 0 1 1 0 0 1 KS 1 0 0 0 0 1 N/A BONNIE C KELLY CO LATHROP GAGE 9134515161 10851 MASTIN BLVD SUITE 1000 OVERLAND PARK KS 662101669 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BONNIE C KELLY CO LATHROP GAGE 10851 MASTIN BLVD SUITE 1000 OVERLAND PARK KS 662101669 TRUSTEE 1.00 0 0 0 GERALD A KELLY JR CO LATHROP GAGE 10851 MASTIN BLVD SUITE 1000 OVERLAND PARK KS 662101669 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 23922676 3848677 0 27771353 0 0 27771353 416570 27354783 1367739 1367739 16018 16018 1351721 0 1351721 0 1351721 1756100 0 1756100 16018 1740082 1351721 0 0 702275 581521 541877 1825673 1756100 0 0 0 1351721 404379 0 0 2230052 0 0 0 0 0 0 0 2230052 702275 581521 541877 404379 BONNIE C KELLY CO LATHROP GAGE GERALD A KELLY JR CO LATHROP GAGE BONNIE C KELLY CO LATHROP GAGE 10851 MASTIN BLVD SUITE 1000 OVERLAND PARK KS 662101669 9134515161 UNSPECIFIED NOT APPLICABLE ALL SUBMISSIONS SHOULD RELATE TO THE FOUNDATION'S MISSION STATEMENT AND BE USED TO IMPROVE THE QUALITY OF LIFE IN CHILDREN, WOMEN AND ANIMALS WITHIN THE UNITED STATES BY SUPPORTING PROGRAMS THAT FOCUS ON EDUCATION, MENTAL AND PHYSICAL WELLNESS AND CALIBER OF LIFE. ACADEMY FOR INTEGRATED ARTS 7910 TROOST KANSAS CITY MO 64131 N/A EXEMPT THE MISSION OF THE ACADEMY FOR INTEGRATED ARTS IS TO USE THE ARTS TO PREPARE STUDENTS FOR AN ADMISSIONS-BASED COLLEGE PREPARATORY SECONDARY SCHOOL. THE ARTS WILL SERVE AS A CATALYST FOR LEARNING, ACHIEVEMENT, CURIOSITY AND SELF-ESTEEM. 120000 AMERICASHARE 15 WEST 26TH STREET NEW YORK NY 10010 N/A EXEMPT TO ASSIST WOMEN AND CHILDREN AFFECTED BY THE AIDS EPIDEMIC IN KENYA 1600 BARRIER ISLAND FREE MEDICAL CLINIC 3226 MAYBANK HWY BUILDING C JOHNS ISLAND SC 29455 N/A EXEMPT DONATION TO PROVIDE MEDICAL SUPPORT TO THOSE IN NEED 25000 BENEDICTINE COLLEGE 1020 NORTH 2ND STREET ATCHISON KS 66002 N/A EXEMPT DONATION TO A COLLEGE TO SUPPORT EDUCATION 50000 BIRTHRIGHT OF GREATER KANSAS CITY 6309 WALNUT ST KANSAS CITY MO 64113 N/A EXEMPT TO PROVIDE CARING, LOVING, NON-JUDGEMENTAL SUPPORT TO WOMEN AND GIRLS WHO ARE DISTRESSED BY AN UNPLANNED PREGNANCY. 5000 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH 4001 BLUE PARKWAY SUITE 250 KANSAS CITY MO 64130 N/A EXEMPT DONATION TO HELP THE CATHOLIC CHURCH PROVIDE CHARITY TO THE UNDERPRIVILEGED 15000 CATHOLIC CHARITIES OF NE KANSAS 9720 WEST 87TH STREET OVERLAND PARK KS 66212 N/A EXEMPT DONATION TO HELP THE CATHOLIC CHURCH PROVIDE CHARITY TO THE UNDERPRIVILEGED 15000 CATHOLIC EDUCATION FOUNDATION 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 N/A EXEMPT DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDERPRIVILEGED CHILDREN 125000 CENTER FOR ACTION AND CONTEMPLATION 1705 FIVE POINTS RD SW ALBUQUERQUE NM 87195 N/A EXEMPT DONATION TO A CENTER FOR EXPERIENTIAL EDUCATION, ROOTED IN THE GOSPELS, ENCOURAGING THE TRANSFORMATION OF HUMAN CONSCIOUSNESS THROUGH CONTEMPLATION 2500 CHARLESTON AREA THERAPEUTIC RIDING CENTER 2669 HAMILTON ROAD JOHNS ISLAND SC 29455 N/A EXEMPT TO ASSIST WITH PROVIDING QUALITY THERAPEUTIC HORSEBACK RIDING PROGRAMS TO INDIVIDUALS WITH A WIDE VARIETY OF DISABILITIES IN A SAFE AND ENJOYABLE ENVIRONMENT 40000 CHARLESTON COLLEGIATE SCHOOL 2024 ACADEMY DRIVE JOHNS ISLAND SC 29455 N/A EXEMPT DONATION TO A SCHOOL TO SUPPORT EDUCATION 4000 CHILDREN'S INTERNATIONAL 2000 EAST RED BRIDGE ROAD PO BOX 219055 KANSAS CITY MO 64121 N/A EXEMPT DONATION TO BRING REAL AND LASTING CHANGE TO CHILDREN LIVING IN POVERTY 25000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 N/A EXEMPT DONATION TO HELP CHILDREN WITH LIFE THREATENING ILLNESSES AND THEIR FAMILIES 100000 CHURCH OF THE NATIVITY 3800 W 119TH ST LEAWOOD KS 66209 N/A EXEMPT TO PROVIDE A PLACE OF WORSHIP, RECONCILIATION, AND OFFER AN OCCASION FOR A DEEPENING CONVERSION AND STEP FORWARD IN THE JOURNEY TO GOD. 500 CITY UNION MISSION 1100 E 11TH STREET KANSAS CITY MO 64106 N/A EXEMPT DONATION TO HELP PROVIDE CLOTHING AND OTHER ITEMS FOR THE POOR AND HOMELESS 5000 CRISTO REY 211 WEST LINWOOD BOULEVARD KANSAS CITY MO 64111 N/A EXEMPT DONATION TO A SISTERS OF CHARITY HIGH SCHOOL PROVIDING COLLEGE PREP EDUCATION AND SCHOLARSHIPS 35000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 N/A EXEMPT DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS 5000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 N/A EXEMPT DONATION TO A SCHOOL TO SUPPORT EDUCATION 15000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 N/A EXEMPT DONATION TO DELIVER INDEPENDENT MEDICAL CARE TO VICTIMS OF ARMED CONFLICT, BRING RELIEF IN THE AFTERMATH OF NATURAL OR MAN-MADE DISASTERS, AND FIGHT DEADLY EPIDEMICS IN MORE THAN 70 COUNTRIES AROUND THE WORLD 10000 EDDIE BAKER SCHOOL OF MUSIC 2803 E 51ST ST KANSAS CITY MO 64130 N/A EXEMPT DONATION TO SUPPORT MUSICA EDUATION FOR CHILDREN 100 FAITH HOME CHURCH 144 FAITH HOME ROAD GREENWOOD SC 29649 N/A EXEMPT TO PROVIDE A PLACE OF WORSHIP, RECONCILIATION, AND OFFER AN OCCASION FOR A DEEPENING CONVERSION AND STEP FORWARD IN THE JOURNEY TO GOD. 1000 HABITAT FOR HUMANITY 1423 E LINWOOD BLVD KANSAS CITY MO 64109 N/A EXEMPT DONATION TO PROVIDE SUPPORT TO BUILD HOMES, COMMUNITY AND HOPE 500 HEART TO HEART PO BOX 15566 LENEXA KS 66285 N/A EXEMPT DONATION TO PROVIDE CRISIS RELIEF WORLDWIDE 300000 INCLUSION CONNECTIONS 2073 E SANTA FE OLATHE KS 66062 N/A EXEMPT TO ASSIST TEENS AND YOUNG ADULTS WITH DISABILITIES BY CREATING INCLUSIVE OPPORTUNITIES FOR COMMUNITY INVOLVEMENT 10000 INTER FAITH HOSPITALITY NETWORK 6315 W 110TH ST OVERLAND PARK KS 66211 N/A EXEMPT TO PROVIDE A PLACE OF WORSHIP, RECONCILIATION, AND OFFER AN OCCASION FOR A DEEPENING CONVERSION AND STEP FORWARD IN THE JOURNEY TO GOD. 150 KANSAS CITY HOSPICE 9221 WARD PARKWAY SUITE 100 KANSAS CITY MO 64114 N/A EXEMPT DONATION TO ASSIST THE HOSPICE PROVIDE CARE TO THE ELDERLY 5000 KANSAS CITY SYMPHONY 1703 WYANDOTTE SUITE 200 KANSAS CITY MO 64108 N/A EXEMPT TO HELP TRANSFORM HEARTS, MINDS AND COMMUNITIES THROUGH THE POWER OF SYMPHONIC MUSIC. 10000 KAUFFMAN CENTER 1601 BROADWAY KANSAS CITY MO 64108 N/A EXEMPT TO ENRICH THE LIVES OF EVERYONE IN OUR COMMUNITY THROUGH EXTRAORDINARY AND DIVERSE PERFORMING ARTS EXPERIENCES. 2500 KIAWAH CARES 23 BEACHWALKER DRIVE KIAWAH ISLAND SC 29455 N/A EXEMPT TO HELP CELEBRATE A COMMUNITY, AS WELL AS WORK TOGETHER TO ADDRESS SOCIAL ISSUES ON THE ISLANDS OF KIAWAH AND JOHNS & WADMALAW. 17000 KIDS ON POINT PO BOX 22731 CHARLESTON SC 29413 N/A EXEMPT DONATION TO SUPPORT AFTER SCHOOL AND SUMMER PROGRAMS FOR CHILDREN 1000 KIDS TLC 480 SOUTH ROGERS ROAD OLATHE KS 66062 N/A EXEMPT DONATION TO HELP KIDS AND FAMILIES DURING THE DARKEST TIMES OF THEIR LIVES THROUGH COMMITMENT AND EXPERTISE 5000 KVC HEALTH SYSTEMS 21350 W 153RD STREET OLATHE KS 66061 N/A EXEMPT DONATION TO ASSIST CHILDREN AND FAMILIES WITH MENTAL HEALTH CARE, MEDICAL, SOCIAL SERVICES AND EDUCATION 25000 LOVE COUNTY FOOD BANK 3355 S PURDUE OKLAHOMA CITY OK 73137 N/A EXEMPT TO PROVIDE FOOD FOR THOSE IN NEED IN LOVE COUNTY, OK 150 LOVE FUND FOR CHILDREN 3030 SUMMIT KANSAS CITY MO 64108 N/A EXEMPT HELPING BUILD A KANSAS CITY COMMUNITY IN WHICH EVERY CHILD LIVES A LIFE WITHOUT NEED. 15000 MARCH OF DIMES 4400 COLLEGE BOULEVARD 180 OVERLAND PARK KS 66211 N/A EXEMPT DONATION TO ASSIST CHILDREN BORN PREMATURELY OR WITH BIRTH DEFECTS AND THEIR FAMILIES 200 MAYOR'S CHRISTMAS TREE FUND PO BOX 768 OLATHE KS 66051 N/A EXEMPT DONATION TO HELP PROVIDE CHRISTMAS TREES TO THOSE WHO CANNOT AFFORD THEM 2500 NELSON ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 N/A EXEMPT TO PRESERVE AND CELEBRATE THE DIVERSE CULTURES AND OFFER A RICH COLLECTION OF ORIGINALS - FROM ANCIENT TO CONTEMPORARY WORKS OF ART. 2500 NORTHAMPTON SURVIVAL CENTER 675 N ST CLAIR 21ST FLOOR CHICAGO IL 60611 N/A EXEMPT DONATION TO HELP BATTLE CANCER THROUGH SCIENTIFIC DISCOVERY, ADVANCING MEDICAL KNOWLEDGE, PROVIDING COMPASSIONATE STATE-OF-THE-ART CANCER CARE, AND TRAINING THE NEXT GENERATION OF CLINICIANS AND SCIENTISTS 25000 OUR LADY OF MARY 3333 BROADWAY BLVD KANSAS CITY MO 64111 N/A EXEMPT TO PROVIDE A PLACE OF WORSHIP, RECONCILIATION, AND OFFER AN OCCASION FOR A DEEPENING CONVERSION AND STEP FORWARD IN THE JOURNEY TO GOD. 150 PHOENIX FAMILY 3908 WASHINGTON ST KANSAS CITY MO 64111 N/A EXEMPT DONATION TO A HOME FOR THE UNDERPRIVILEGED 2000 PHYLLIS FRENCH WOMEN WHO CARE 29779 HIGHWAY J PO BOX 366 WRIGHT CITY MO 63390 N/A EXEMPT 100+ WOMEN WHO CARE KC IS A GROUP OF WOMEN WHO ARE INTERESTED IN SUPPORTING OUR LOCAL COMMUNITY IN THE KANSAS CITY METRO AREA BY CONTRIBUTING TO LOCAL CHARITIES TOGETHER AS A UNIT TO INCREASE THE IMPACT. 100 ROCKHURST HIGH SCHOOL 9301 STATE LINE ROAD KANSAS CITY MO 64114 N/A EXEMPT DONATION TO HELP PROVIDE EDUCATION TO YOUNG BOYS BASED ON JESUIT IDEALS AND CATHOLIC EDUCATIONAL TRADITION. 50000 ROSEBROOKS PO BOX 320599 KANSAS CITY MO 64132 N/A EXEMPT DONATION TO HELP PROVIDE EMERGENCY SHELTER FOR WOMEN AND CHILDREN ESCAPING LIFE THREATENING ABUSE. 25000 SAFEHOME PO BOX 4563 OVERLAND PARK KS 66204 N/A EXEMPT DONATION TO BREAK THE CYCLE OF DOMESTIC VIOLENCE AND PARTNER ABUSE FOR VICTIMS AND THEIR CHILDREN BY PROVIDING SHELTER, ADVOCACY, COUNSELING, AND PREVENTION EDUCATION IN OUR COMMUNITY 65000 SALVATION ARMY 1110 EAST TRUMAN ROAD KANSAS CITY MO 64108 N/A EXEMPT DONATION TO SUPPORT THE MISSIONS OF THE SALVATION ARMY 5000 SCHOOL OF FAITH PO BOX 25467 SHAWNEE MISSION KS 66225 N/A EXEMPT DONATION TO PROVIDE ONGOING ADULT CATECHESIS AT SCHOOLS AND PARISHES THROUGHOUT THE ARCHDIOCESE OF KANSAS CITY 25000 SEA ISLAND HABITAT FOR HUMANITY 3304 MAYBANK HWY JOHNS ISLAND SC 29455 N/A EXEMPT TO PROVIDE HOUSING SOLUTIONS FOR LOCAL FAMILIES AND ELIMINATE SUBSTANDARD HOUSING THROUGH CONSTUCTING, REHABILITATING AND PRESERVING HOMES. 276100 SHADOW GLEN ELEMENTARY SCHOLARSHIP 26000 SHADOW GLEN ST OLATHE KS 66061 N/A EXEMPT TO PROVIDE THE HIGHEST STANDARDS OF SERVICE AND PERFORMANCE TO INDIVIDUALS PASSIONATE ABOUT THEIR GOLF EXPERIENCE AND LIFESTYLE. 250 SMILES CHANGE LIVES 2405 GRAND STE 300 KANSAS CITY MO 64108 N/A EXEMPT PROVIDE ORTHODONTIC TREATMENT FOR CHILDREN OF LOW-INCOME HOUSEHOLDS 5000 SOJOURNERS 408 C ST NE WASHINGTON DC 20002 N/A EXEMPT TO INVEST IN A MISSION SEEKING TO INSPIRE HOPE AND BUILD A MOVEMENT TO TRANSFORM INDIVIDUALS, COMMUNITIES, THE CHURCH, AND THE WORLD. 2500 SPECIAL OLYMPICS 9001 WEST 67TH ST MERRIAM KS 66202 N/A EXEMPT TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILIITES 200 ST AGNES 5250 MISSION RD ROELAND PARK KS 66205 N/A EXEMPT TO PROVIDE A PLACE OF WORSHIP, RECONCILIATION, AND OFFER AN OCCASION FOR A DEEPENING CONVERSION AND STEP FORWARD IN THE JOURNEY TO GOD. 1500 ST LAWRENCE CATHOLIC CENTER 1631 CRESCENT RD LAWRENCE KS 66044 N/A EXEMPT DONATION TO CATHOLIC CENTER TO SUPPORT EDUCATION 10000 THE GIVING GROVE (KC COMMUNITY GARDENS) 6917 KENSINGTON AVENUE KANSAS CITY MO 64132 N/A EXEMPT TO HELP AT RISK COMMUNITIES GROW, HARVEST AND SHARE HEALTHY FOOD BY PROVIDING THE RESOURCES NEEDED TO PLANT EDIBLE TREE GARDENS ON SCHOOL GROUNDS, CHURCH LAND, COMMUNITY GROUNDS, AND UNUSED VACANT LAND. 5000 THE UNION 2450 GRAND BLVD STE 144 KANSAS CITY MO 64108 N/A EXEMPT TO PROVIDE SUPPORT FOR THE LGBTQ COMMUNITY 13500 THE WOMEN'S FUND OF WEST MASS 1350 MAIN ST STE 1006 SPRINGFIELD MA 01103 N/A EXEMPT DONATION TO HELP FUEL PROGRESS TOWARD GENDER EQUITY BY FUNDING THE MOST PROMISING SOLUTIONS COLLABORATING WITH RESULTS-ORIENTED PARTNERS, AND BY ELEVATING THE COLLECTIVE POWER OF LOCAL WOMEN TO TAKE CHARGE, AND TO LEAD WITH PURPOSE. 1000 TITAN HARDWOOD CLUB 5818 HAMMOCK ISLES DR NAPLES FL 34119 N/A EXEMPT DONATION TO SUPPORT CHILDREN'S EXTRACURRICULAR ACTIVITIES 25000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 N/A EXEMPT DONATION TO PROVIDE TOYS FOR LESS FORTUNATE CHILDREN 1000 UMKC - BLOCH SCHOOL OF MANAGEMENT 5110 CHERRY STREET KANSAS CITY MO 64110 N/A EXEMPT TO HELP DEVELOP PURPOSEFUL, ENTREPRENEURIAL AND INNOVATIVE LEADERS TO MEET CHANGING GLOBAL DEMANDS, AND ADVANCE KNOWLEDGE AND PRACTICE THROUGH EXCELLENT TEACHING, SCHOLARSHIP, OUTREACH AND SERVICE 5000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 N/A EXEMPT DONATION TO HELP RUN THE LARGEST PRIVATE UNITERSITY IN THE ROCKY MOUNTAIN REGION 15000 UNIVERSITY OF KANSAS CANCER CENTER 3901 RAINBOW BOULEVARD KANSAS CITY KS 66160 N/A EXEMPT DONATION TO ASSIST IN THE CARE OF AND RESEARCH FOR CANCER PATIENTS 200000 VCP 8900 TROOST AVE KANSAS CITY MO 64131 N/A EXEMPT DONATION TO HELP BUILD TINY HOMES FOR VETERANS 100 WABASH 1000 ALUMNI CENTER MANHATTAN KS 66506 N/A EXEMPT DONATION TO SUPPORT EDUCATION 1000 WAYSIDE WAIFS 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 N/A EXEMPT PROVIDE SUPPORT FOR HOMELESS PETS 500 1756100 0 14 193496 14 602511 18 821939 0 1617946 0 1617946 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9100 9100 0 BAIRD INVESTMENT ACCOUNTS - BONDS 8245248 8117523 BAIRD INVESTMENT ACCOUNTS - STOCK 12456863 13383339 LEGAL FEES 143 143 0 FOREIGN TAXES PAID 6889 6889 0 NONDEDUCTIBLE FEDERAL TAXES 55823 0 0