STANLEY M HERZOG CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY M HERZOG CHARITABLE FOUNDATION (EIN 81-4698720)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349102930
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:09:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263675889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Office of James C Thomas III | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7509 NW Tiffany Springs Parkway | AddressLine1Txt |
| Address Line2 | Suite 300 | AddressLine2Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64153 | 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 | 814698720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stanley M Herzog Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kristen Ansley | InCareOfNm |
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 8165849393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NW 188th Street | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN ANSLEY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8165849393 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C THOMAS III | PreparerPersonNm |
| PTIN | P01445728 | PTIN |
| Phone | 8165849393 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $308,967,557 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,469,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,469,237 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,469,237 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $6,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $6,000 | GrossRentsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $124,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,475,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,600,211 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,475,237 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,639 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $6,639 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,639 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $115,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $115,240 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $115,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $192,137 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $192,137 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $192,137 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $118,352 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $118,352 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $118,352 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $261 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $261 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $261 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,639,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $848,894 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,639,378 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $790,484 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $153,923 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $153,923 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $153,923 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,089,541 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $1,089,541 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,089,541 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,132,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,132,260 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,103,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,447,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $878,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,447,731 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,569,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,317,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,317,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,765,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $878,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,447,731 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,887,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,290,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,722,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,027,506 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,564,922 | CashBOYAmt |
| Cash EOY | $4,019,802 | CashEOYAmt |
| Cash EOYFMV | $4,019,802 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,250,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,996,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,014,200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $52,018,027 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $57,625,892 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $57,655,833 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $74,254,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,837,983 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $139,114,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $108,834,512 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,448,979 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,028,495 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,417,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,096,103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,112,567 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $23,708,684 | LandBOYAmt |
| Other Assets BOY | $68,251,562 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,174 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,174 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $350,300,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $285,047,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $308,967,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $350,300,651 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $285,047,183 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,300,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $285,047,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,300,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $285,047,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,300,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,290,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $124,974 | OtherIncreasesAmt |
| Subtotal | $285,135,501 | SubtotalAmt |
| Other Decreases | $88,318 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $285,047,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Wells Fargo - 4604 - summary from client | P | 2023-01-01 | 2024-12-31 | $14,922,827 | $13,976,291 | $946,536 | $946,536 |
| Wells Fargo - 1832 summary from client | P | 2023-01-01 | 2024-12-31 | $63,889,200 | $64,788,373 | -$899,173 | -$899,173 |
| Goldman Sachs - summary from client | P | 2023-01-01 | 2024-12-31 | $716,491 | $638,880 | $77,611 | $77,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,974 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $107,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $128,339 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $128,339 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $119 | EsPenaltyAmt |
| Overpayment | $20,882 | OverpaymentAmt |
| Refund | $20,882 | RefundAmt |
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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristen Ansley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8165849393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NW 188th Street | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| TODD GRAVES | ||||||||
| 1100 Main Street STE 2700 | Kansas City | MO | 64105 | Chrmn of Bd & Dir | 0.00 | $0 | $0 | $0 |
| JOHN ELLIOTT | ||||||||
| P O Box 328 | Smithville | MO | 64089 | Director and Vice Chr | 0.00 | $0 | $0 | $0 |
| KRISTEN ANSLEY | ||||||||
| 110 Main Street STE 2700 | Kansas City | MO | 64105 | Director and SecTreas | 0.00 | $0 | $0 | $0 |
| DARRELL JONES | ||||||||
| 14450 N US 169 STE L | Smithville | MO | 64089 | President | 0.00 | $0 | $0 | $0 |
| STEPHANIE GOODNIGHT | ||||||||
| 14450 N US 169 STE L | Smithville | MO | 64089 | Vice President - Opera | 0.00 | $0 | $0 | $0 |
| JOSHUA MANN | ||||||||
| 14450 N US 169 STE L | Smithville | MO | 64089 | Managing Editor | 0.00 | $0 | $0 | $0 |
| JONATHON EDMONDSON | ||||||||
| 14450 N US 169 STE L | Smithville | MO | 64089 | Project Manager | 0.00 | $0 | $0 | $0 |
| CHIS VAS | ||||||||
| 14450 N US 169 STE L | Smithville | MO | 64089 | Content Dir | 0.00 | $0 | $0 | $0 |
| ELIABETH ROBERTS | ||||||||
| 14450 N US 169 STE L | SMITHVILLE | MO | 64089 | Communications Dir | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| First Liberty Institute | |||||
| 2001 W Plano Parkway Ste 1600 | Plano | TX | 75075 | Professional Fees | $245,000 |
| The Prosper GroupEverest | |||||
| P O Box 488 | Greenwood | IN | 46142 | AdvertisingMedia Services | $175,383 |
| Bryan Cave | |||||
| P O Box 503089 | Saint Louis | MO | 63150 | Legal Services | $96,179 |
| Excellence in Giving | |||||
| 830 Tenderfoot Hill Road Ste 310 | Colorado Springs | CO | 80906 | Professional Fees | $80,000 |
| Bill of Rights Institute | |||||
| 1310 N Courthouse Road Ste 620 | Arlington | VA | 22201 | Professional Services | $77,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The organization made grants to schools and other organizations | Description1Txt |
| Expenses1 | $68,317,630 | Expenses1Amt |
| Description2 | Herzog Foundation Institute provides training events and conferences to address relevant topics within the Christian education sphere | Description2Txt |
| Expenses2 | $2,104,333 | Expenses2Amt |
| Description3 | Articles podcasts speaker series and other communication and education initiatives in support of the organizations exempt mission | Description3Txt |
| Expenses3 | $521,730 | Expenses3Amt |
| Description4 | Other programs including Ambassador program programs for teachers and schools for excellence in Christian education SchoolBox and homeschool initiatives | Description4Txt |
| Expenses4 | $370,471 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $323,722,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,294,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $252,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $337,269,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $337,269,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,059,045 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $332,210,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,610,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,887,311 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,887,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Distribution Cyov Yr1 | $8,877,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,877,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,887,311 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $72,887,311 | RemainingDistriFromCorpusAmt |
| Total Corpus | $81,764,562 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $81,764,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,877,251 | ExcessFromYear1Amt |
| Excess From Current Year | $72,887,311 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,027,506 | CurrentYearAmt |
| Year2 | $2,788,221 | Year2Amt |
| Year3 | $6,253,200 | Year3Amt |
| Total | $12,068,927 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,573,380 | CurrentYearAmt |
| Year2 | $2,369,988 | Year2Amt |
| Year3 | $5,315,220 | Year3Amt |
| Total | $10,258,588 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $72,887,311 | CurrentYearAmt |
| Year1 | $17,747,839 | Year1Amt |
| Year2 | $19,804,786 | Year2Amt |
| Year3 | $14,964,935 | Year3Amt |
| Total | $125,404,871 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,317,630 | CurrentYearAmt |
| Year1 | $6,083,234 | Year1Amt |
| Year2 | $3,468,229 | Year2Amt |
| Year3 | $615,600 | Year3Amt |
| Total | $78,484,693 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,569,681 | CurrentYearAmt |
| Year1 | $11,664,605 | Year1Amt |
| Year2 | $16,336,557 | Year2Amt |
| Year3 | $14,349,335 | Year3Amt |
| Total | $46,920,178 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,073,687 | CurrentYearAmt |
| Year1 | $10,905,722 | Year1Amt |
| Year2 | $11,029,841 | Year2Amt |
| Year3 | $11,623,755 | Year3Amt |
| Total | $44,633,005 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KRISTEN ANSLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NW 188th Street | AddressLine1Txt |
| City | Smithville | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | No specific form at this time | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No specific deadlines at this time | SubmissionDeadlinesTxt |
| Restrictions On Awards | No specific provisions developed at this time | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Herzog Foundation Resource Management | ||||||
| 105 NW 188th Street | Smithville | MO | 64089 | SOI Type I supportin | General Support | $59,814,058 |
| Herzog Tomorrow | ||||||
| 105 NW 188th Street | Smithville | MO | 64089 | PC Public charity de | General Support | $2,125,229 |
| Answers Academy | ||||||
| P O Box 510 | Hebron | KY | 41048 | PC Public charity de | General Support | $711,510 |
| Northland Christian Education System | ||||||
| 10500 N Arrowhead Trafficway | Kansas City | MO | 64155 | PC Public charity de | General Support | $1,267,649 |
| Hebron Christian Academy | ||||||
| 775 Dacula Road | Dacula | GA | 30019 | PC Public charity de | General Support | $250,000 |
| Park Christian School | ||||||
| 300 17th Street North | Moorhead | MN | 56560 | PC Public charity de | General Support | $164,400 |
| St Therese Catholic School | ||||||
| 7207 NW Hwy 9 | Kansas City | MO | 64152 | PC Public charity de | General Support | $10,000 |
| Whitefield Academy Association | ||||||
| 8929 Holmes Road | Kansas City | MO | 64131 | PC Public charity de | General Support | $25,750 |
| Capitol Hill Christian Academy | ||||||
| 1000 New Jersey Ave SE Ste 416 | Washington | DC | 20003 | PC Public charity de | General Support | $100,000 |
| Martin Luther Acadmey | ||||||
| 7112 N Overland Drive | Kansas City | MO | 64151 | PC Public charity de | General Support | $54,875 |
| Lutheran High School of Kansas City | ||||||
| 12411 Wornall Road | Kansas City | MO | 64124 | PC Public charity de | General Support | $25,000 |
| Faith Lutheran School | ||||||
| P O Box 1807 | Branson | MO | 65616 | PC Public charity de | General Support | $2,500 |
| Christian Fellowship | ||||||
| 5045 Chapel Hill Road | Columbia | MO | 65203 | PC Public charity de | General Support | $230,000 |
| Forge Leadership Network | ||||||
| 707 Miamisburg-Centerville Road | Dayton | OH | 45459 | PC Public charity de | General Support | $10,000 |
| Gloria Deo Academy | ||||||
| 3146 S Golden Ave | Springfield | MO | 65807 | PC Public charity de | General Support | $62,410 |
| Second Baptist School Foundation | ||||||
| 6410 Woodway Drive | Houston | TX | 77057 | PC Public charity de | General Support | $500,000 |
| Grace Lubbock Home School Group | ||||||
| P O Box 16713 | Lubbock | TX | 79490 | PC Public charity de | General Support | $5,000 |
| Providence Christian Ministries Inc | ||||||
| P O Box 173 | Lowell | AR | 72745 | PC Public charity de | General Support | $2,500 |
| Des Moines Christian School | ||||||
| 13007 Douglas Parkway Ste 100 | Urbandale | IA | 50323 | PC Public charity de | General Support | $3,500 |
| Prodigy Leadership Academy | ||||||
| P O Box 2172 | Cape Girardeau | MO | 63702 | PC Public charity de | General Support | $2,500 |
| Naked Apple Tribe Inc | ||||||
| 3497 Bull Run Mountain Road | The Plains | VA | 20198 | PC Public charity de | General SUpport | $5,000 |
| St Ann Catholic School | ||||||
| 7231 Mission Road | Prairie Village | KS | 66208 | PC Public charity de | General Support | $2,500 |
| Beacon Hill Classical Academy Inc | ||||||
| 1601 Temple Avenue | Camarillo | CA | 93010 | PC Public charity de | General Support | $2,500 |
| Valley Christian Schools | ||||||
| 6900 W Galveston St | Chandler | AZ | 85226 | PC Public charity de | General Support | $2,500 |
| Madison-Ridgeland Academy | ||||||
| 7601 Old Canton Road | Madison | MS | 39110 | PC Public charity de | General Support | $2,500 |
| Freedom Foundation | ||||||
| P O Box 552 | Olympia | WA | 98507 | PC Public charity de | General Support | $25,000 |
| Hillcrest Lutheran Academy | ||||||
| 610 Hillcrest Drive | Fergus Falls | MN | 56537 | PC Public charity de | General Support | $2,500 |
| Invest in Education Foundation | ||||||
| 43 Crystal Lane | Delmar | NY | 12054 | PC Public charity de | General Support | $50,000 |
| River Oak Christian Academy | ||||||
| 919 Wildwood Drive | Jefferson City | MO | 65109 | PC Public charity de | General Support | $2,500 |
| St Joseph Christian School | ||||||
| 5401 Gene Field Road | St Joseph | MO | 64506 | PC Public charity de | General Support | $150,000 |
| Lincoln Lutheran MiddleHigh School | ||||||
| 1100 N 56th Street | Lincoln | NE | 68504 | PC Public charity de | General Support | $2,500 |
| Berean Academy | ||||||
| 441 Berean Lane | Hixson | TN | 37943 | PC Public charity de | General Support | $7,375 |
| Joshua Academy | ||||||
| 1901 Liberty Lane | Van Buren | AR | 72956 | PC Public charity de | General Support | $3,750 |
| Cornerstone Christian School | ||||||
| 400 Elm Street | Sweetwater | TX | 79556 | PC Public charity de | General Support | $4,000 |
| Braveheart Academy Inc | ||||||
| 1008 W Main St | Arlington | TX | 76013 | PC Public charity de | General Support | $4,375 |
| The Geneva School of Manhattan | ||||||
| 138 West 90th St | New York | NY | 10024 | PC Public charity de | General Support | $6,250 |
| Ankeny Christian Academy | ||||||
| 1604 West 1st Street | Ankeny | IA | 50023 | PC Public charity de | General Support | $7,375 |
| River's Edge Christian Academy | ||||||
| P O Box 31733 | Knoxville | TN | 37930 | PC Public charity de | General Support | $7,375 |
| Calvary Baptist Church of Midland | ||||||
| 6100 Perrine Road | Midland | MI | 48640 | PC Public charity de | General Support | $8,500 |
| Augustine Classical Academy | ||||||
| 7 N Main Street | Mechanicville | NY | 12118 | PC Public charity de | General Support | $5,750 |
| St John's Lutheran Church and School | ||||||
| 700 South Franklin St | Denver | CO | 80209 | PC Public charity de | General Support | $2,500 |
| Christian Community Schools | ||||||
| 506 Hester Drive | White House | TN | 37188 | PC Public charity de | General Support | $6,250 |
| Heritage Academy Incorporated | ||||||
| P O Box 5673 | Kalispell | MT | 59903 | PC Public charity de | General Support | $5,750 |
| Bishop Leblond | ||||||
| 3529 Frederick Avenue | Saint Joseph | MO | 64506 | PC Public charity de | General Support | $25,000 |
| Heritage Christian Academy | ||||||
| 501 North River Road | Sylva | NC | 28779 | PC Public charity de | General Support | $4,875 |
| Logos Prepatory Academy | ||||||
| 13303 Southwest Freeway | Sugar Land | TX | 77478 | PC Public charity de | General Support | $8,500 |
| Life Christian Academy | ||||||
| 1717 S Union Ave | Tacoma | WA | 98405 | PC Public charity de | General Support | $10,375 |
| Christ Academy | ||||||
| 5105 Stone Lake Drive | Wichita Falls | TX | 76310 | PC Public charity de | General Support | $5,750 |
| Veritas Classical Academy | ||||||
| 4411 El Camino Real | Irvine | CA | 92602 | PC Public charity de | General Support | $4,000 |
| Legacy Academy | ||||||
| 949 State Hwy 165 | Branson | MO | 65616 | PC Public charity de | General Support | $4,000 |
| Our Savior Christian Academy | ||||||
| 1103 South Commercial Ave | Smithville | MO | 64089 | PC Public charity de | General Support | $20,000 |
| Donors Trust | ||||||
| 1800 Diagonal Road Ste 280 | Alexandria | VA | 22314 | PC Public charity de | General Support | $2,000,000 |
| Chapel Hill Christian Academy | ||||||
| 2001 Madison Street | Clarksville | TN | 37040 | PC Public charity de | General Support | $5,000 |
| Lakeway Christian Schools | ||||||
| P O Box 2159 | Morristown | TN | 37816 | PC Public charity de | General Support | $3,000 |
| One School of the Arts and Sciences | ||||||
| 1675 Dixon Road | Longwood | FL | 32779 | PC Public charity de | General Support | $5,000 |
| Sioux Center Christian School | ||||||
| 630 1st Avenue SE | Sioux Center | IA | 51250 | PC Public charity de | General Support | $5,000 |
| Covenant Christian | ||||||
| 2143 North Ballas Road | Saint Louis | MO | 63131 | PC Public charity de | General Support | $5,000 |
| Chicago Hope Academy | ||||||
| 1211 S Western Avenue | Chicago | IL | 60608 | PC Public charity de | General Support | $10,000 |
| VELA Education Fund | ||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | PC Public charity de | General Support | $300,000 |
| Kennesaw State University Foundation | ||||||
| 3391 Town Point Dr NW | Kennesaw | GA | 30144 | PC Public charity de | Sponsorship - Natl Hybrid School Conference | $1,000 |
| Answers In Genesis | ||||||
| P O Box 510 | Hebron | KY | 41048 | PC Public charity de | Event Sponsorships | $30,000 |
| National Christian Schools Association | ||||||
| P O Box 10763 | Searcy | AR | 72149 | PC Public charity de | Spring Conference Sponsorship | $1,500 |
| Renewanation | ||||||
| P O Box 12366 | Roanoke | VA | 24025 | PC Public charity de | REAP Conference Sponsorhip | $25,000 |
| HSLDA | ||||||
| P O Box 3000 | Purcellville | VA | 20134 | PC Public charity de | NLC Break Sponsor | $6,500 |
| Tikvah Fund | ||||||
| 165 East 56th Street Fourth Floor | New York | NY | 10022 | PC Public charity de | General Support | $1,000 |
| Great Plains Alliance of Christian Schools | ||||||
| 1500 SW Jefferson Street | Lees Summit | MO | 64081 | PC Public charity de | GPACS Student Conference Speakers Sponsorship | $6,000 |
| Homeschool Louisiana | ||||||
| 511 Turquoise Street | New Orleans | LA | 70124 | PC Public charity de | Sponsorship | $1,500 |
| Parkville Women's Clinic | ||||||
| 6326 N Lucerne Avenue | Kansas City | MO | 64151 | PC Public charity de | General Support | $35,000 |
| City Union Mission | ||||||
| 1100 East 11th Street | Kansas City | MO | 64106 | PC Public charity de | General Support | $100,000 |
| Moms for America Inc | ||||||
| 121 E East Road | Branson | MO | 65616 | PC Public charity de | General Support | $1,000 |
| Pony Express Council - Boy Scouts of America | ||||||
| 1704 Buckingham | St Joseph | MO | 64506 | PC Public charity de | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,317,631 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UHY | CategoryTxt |
| Amt | $261 | Amt |
| Adjusted Net Income | $261 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $261 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See Attached Schedule Corporate Bonds | $97,147,131 | $96,813,662 |
| See Attached Schedule Foreign Bonds | $2,301,848 | $2,214,833 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See Attached Schedule Wells Fargo | $98,946,155 | $119,202,992 |
| See Attached Schedule Goldman Sachs | $15,891,828 | $19,911,494 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $57,625,892 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $57,655,833 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Flint Hills Founders IV | AT COST | $565,243 | $581,707 |
| NorthPoint Industrial Fun | AT COST | $5,278,860 | $5,278,860 |
| Stewartsville Land | AT COST | $252,000 | $252,000 |
| AT COST | |||
| AT COST | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bryan Cave | $96,179 | $96,179 | $96,179 |
| James C Thomas III | $20,571 | $20,571 | $20,571 |
| Holtman Vogel | $808 | $808 | $808 |
| Graves Garrett | $794 | $794 | $794 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Promissory Note | $68,079,256 | ||
| Interest Receivable on Purchased Bonds | $172,306 | $22,174 | $22,174 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated Tax Payments | Desc |
| Amt | $88,318 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Office Expenses | $211,480 | $211,480 | $211,480 | |
| Advertising and Marketing | $292,157 | $292,157 | $292,157 | |
| Venue Space Rental | $386,721 | $386,721 | $386,721 | |
| Venue Food and Beverage | $299,006 | $299,006 | $299,006 | |
| Supplies and Materials | $116,559 | $116,559 | $116,559 | |
| Equipment | $39,898 | $39,898 | $39,898 | |
| Repairs and Maintenance | $19,111 | $19,111 | $19,111 | |
| Depreciation | $738,172 | $738,172 | $738,172 | |
| Foreign WH | $29,156 | $29,156 | $29,156 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains | Desc |
| Amt | $124,974 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Inv Man FeesWells Fargo | $771,046 | $771,046 | $771,046 | |
| Inv Man FeesGoldman Sach | $52,757 | $52,757 | $52,757 | |
| Speaker Fees | $215,500 | $215,500 | $215,500 | |
| Mentor Fees | $37,725 | $37,725 | $37,725 | |
| Design Fees | $116,800 | $116,800 | $116,800 | |
| Consulting Fees | $18,000 | $18,000 | $18,000 | |
| Various Professional Fees | $402,459 | $402,459 | $402,459 | |
| Inv Man FeesFlint Hills | $24,856 | $24,856 | $24,856 | |
| Inv Man FeesNorthPoint | $235 | $235 | $235 |
Comments