2018-09-14T14:55:59-05:00 2017-12-31 481238645 MARKSNELSON LLC 1310 E 104TH ST SUITE 300 KANSAS CITY MO 64131 990PF 2017-01-01 276825262 KELLY FAMILY FOUNDATION KELL 9132101788 PO BOX 3955 OLATHE KS 66063 BONNIE C KELLY TRUSTEE 9132101788 2018-09-05 1 SARA B STUBLER P01332766 8167437700 2017 2022-09-23 18:48:47Z X X 28235224 X X 216298 216187 552556 552556 1013234 9468193 1013234 779712 10790 2561800 1792767 0 0 0 128 128 0 11500 11500 0 9108 9108 0 114146 113976 0 134882 134712 0 1769200 1769200 1904082 134712 1769200 657718 1658055 1274515 899824 899824 12086626 15588174 18322491 9282484 8746828 9012909 1990365 0 0 24633990 25234826 28235224 0 0 X 0 0 0 0 24633990 25234826 24633990 25234826 24633990 25234826 24633990 657718 0 25291708 56882 25234826 ST COVERED FROM INVESTMENT ACCOUNT P 2017-12-31 2969738 2864687 105051 105051 ST NONCOVERED FROM INVESTMENT ACCOUNTS 2017-03-17 438744 413767 24977 24977 LT COVERED FROM INVESTMENT ACCOUNTS P 2017-12-31 1916829 1714299 202530 202530 LT NONCOVERED FROM INVESTMENTS P 2017-12-31 1107911 1077592 30319 30319 LT NONCOVERED FROM INVESTMENTS 2017-03-17 2861785 2384531 477254 477254 BOND AMORTIZATION ADJUSTMENT P 2017-12-31 24049 24049 24049 CAPITAL GAIN DISTRIBUTIONS P 2017-12-31 10860 10860 10860 PARTNERSHIP PASSTHROUGH P 2017-12-31 1468 1468 1468 PARTNERSHIP PASSTHROUGH P 2017-12-31 8229 8229 8229 PTP ADJUSTMENT 2017-12-31 83 -83 -83 PTP ADJUSTMENT 2017-12-31 128580 128580 128580 1013234 0 1940916 27439255 0.070735 2061378 28805091 0.071563 1720071 32279485 0.053287 1644113 31305727 0.052518 1483651 30231354 0.049077 0.297180 0.059436 27535922 1636625 16581 1653206 1769200 X 16581 0 16581 0 16581 25051 0 0 25051 0 8470 8470 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 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 26012920 1942331 0 27955251 0 0 27955251 419329 27535922 1376796 1376796 16581 132892 149473 1227323 0 1227323 0 1227323 1769200 0 1769200 16581 1752619 1227323 0 0 702275 581521 1283796 1769200 0 0 0 1227323 541877 0 0 1825673 0 0 0 0 0 0 0 1825673 702275 581521 541877 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. 270000 ANGKOR HOSPITAL FOR CHILDREN PO BOX 50 SIEM REAP CB N/A EXEMPT TO PROVIDE TREATMENT, EDUCATION, AND PREVENTION SERVICES TO CHILDREN IN CAMBODIA 2000 ARTS & AGEING KC PO BOX 165303 KANSAS CITY MO 64116 N/A EXEMPT TO ENHANCE THE QUALITY OF LIFE AND IMPROVE PHYSICAL, MENTAL, AND EMOTIONAL HEALTH DURING THE AGING PROCESS 2000 ARTS ETC 130 GARDENERS CIRCLE PMB 148 JOHNS ISLAND SC 29455 N/A EXEMPT TO SUPPORT THE ARTS IN THE COMMUNITY AND PROVIDE EDUCATIONAL AND SOCIAL OPPORTUNITIES 5000 BENEDICTINE COLLEGE 1020 NORTH 2ND STREET ATCHISON KS 66002 N/A EXEMPT DONATION TO A COLLEGE TO SUPPORT EDUCATION 25000 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 CASA 100 WEST HARRISON STREET NORTH TOWER SUITE 500 SEATTLE WA 98119 N/A EXEMPT TO ADVOCATE FOR ABUSED AND NEGLEGTED CHILDREN TO HAVE A PERMANENT HOME AND OPPORTUNITY TO THRIVE 100 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 UNDERPRIVELEGED 10000 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 UNDERPRIVELAGED 16000 CATHOLIC EDUCATION FOUNDATION 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 N/A EXEMPT DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDER-PRIVELAGED CHILDREN 125000 CEDAR COVE 3783 HIGHWAY K68 LOUISBURG KS 66053 N/A EXEMPT TO CARE AND PRESERVE ENDANGERED LARGE CATS WHILE EDUCATING THE PUBLIC ON THEIR BEHAVIOR, PHYSIOLOGY, HABITATS AND THE THREATS AND DANGERS OF EXTINCTION. 25000 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 107200 CHARLESTON COLLEGIATE SCHOOL 2024 ACADEMY DRIVE JOHNS ISLAND SC 29455 N/A EXEMPT DONATION TO A SCHOOL TO SUPPORT EDUCATION 3400 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 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 15000 CONNECTION TO SUCCESS 300 LINWOOD BLVD KANSAS CITY MO 64111 N/A EXEMPT TO PROVIDE A COMPREHENSIVE NETWORK OF SERVICES AND SUPPORT TO HELP PEOPLE LIVING IN POVERTY BECOME ECONOMICALLY SELF-SUFFICIENT. 25200 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 260600 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 N/A EXEMPT DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS 5000 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 FOLDS OF HONOR 8551 N 125TH EAST AVE OWASSO OK 74055 N/A EXEMPT TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO SPOUSES AND CHILDREN OF AMERICA'S FALLED AND DISABLED SERVICE-MEMBERS 5000 HNC LIVING FOUNDATION 6240 W 135TH STREET SUITE 200 OVERLAND PARK KS 66223 N/A EXEMPT TO HELP HEAD AND NECK CANCER PATIENTS LIVE LIFE FULLY DURING AND AFTER TREATMENT BY PROVIDING FINANCIAL AID. 25000 HUNTINGTON'S DISEASE SOCIETY 505 EIGHTH AVENUE SUITE 102 NEW YORK NY 10018 N/A EXEMPT DONATION TO HELP IMPROVE THE LIVES OF ALL PEOPLE AFFECTED BY HUNTINGTON'S DISEASE. 1000 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 5000 JDRF - KANSAS CITY 26 BROADWAY NEW YORK NY 10004 N/A EXEMPT DONATION TO HELP UNIFY GLOBAL EFFORTS TO CURE, TREAT, AND PREVENT TYPE 1 DIABETES THROUGH A TRANSFORMATIVE VISION, BREAKTHROUGH INNOVATION, AND EFFECTIVE OPERATIONS. 5000 JOURNEY TO NEW LIFE 3120 TROOST AVE KANSAS CITY MO 64109 N/A EXEMPT DONATION TO ENHANCE THE QUALITY OF LIFE FOR MEN AND WOMEN RETURNING TO THE COMMUNITY FROM PRISON OR OTHER INVOLVEMENT WITH THE JUSTICE SYSTEM 25000 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. 18600 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 35000 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 50000 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 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 OASIS FOR ORPHANS PO BOX 1144 WHEATON IL 60187 N/A EXEMPT DONATION TO SUPPORT A HOLISTIC PROGRAM CENTER GEARED TOWARDS HELPING KENYAN ORPHANS 5000 ONE BY ONE PROJECT 1503 MAIN ST 214 GRANDVIEW MO 64030 N/A EXEMPT TO SUPPORT AWARENESS TO END SEX TRAFFICKING AND PROVIDE SERVICES TO WOMEN WHO HAVE BEEN EXPLOITED 5000 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. 50000 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 50000 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. 35000 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. 1200 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 SOUTHWEST BAPTIST UNIVERSITY 1600 UNIVERSITY AVENUE BOLIVER MO 65613 N/A EXEMPT DONATION TO A UNIVERSITY TO SUPPORT EDUCATION 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. 9000 ST JOHN CATHOLIC SCHOOL 1208 KENTUCKY ST LAWRENCE KS 66044 N/A EXEMPT DONATION TO A CATHOLIC SCHOOL TO SUPPORT EDUCATION 5000 SUNFLOWER HOUSE 15440 W 165TH ST SHAWNEE KS 66217 N/A EXEMPT DONATION TO SUPPORT CHILD ABUSE ADVOCACY, SERVICES, AND TRAINING 100 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 HEALING HOUSE 4505 ST JOHN AVENUE KANSAS CITY MO 64123 N/A EXEMPT TO HELP PROVIDE TOOLS AND RESOURCES FOR INDIVIDUALS OBTAIN LONG-LASTING ADDICTION RECOVERY 100 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 25000 UNIVERSITY ACADEMY 6801 HOLMES ROAD KANSAS CITY MO 64131 N/A EXEMPT DONATION TO HELP CHILDREN PREPARE FOR A SECONDARY EDUCATION AND BECOME LEADERS 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 1769200 0 14 216298 14 552556 14 10790 18 1013234 CURRENT YEAR UBTI 525990 768922 18 768922 1792878 0 2561800 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11500 11500 0 BAIRD INVESTMENT ACCOUNTS - BONDS 8746828 9012909 BAIRD INVESTMENT ACCOUNTS - STOCK 15588174 18322491 LEGAL FEES 128 128 0 HOT ASSET CALCULATION - SECTION 754 BASIS ADJUSTMENT 56882 INVESTMENT MANAGEMENT EXPENSES 111929 111929 0 ADDITIONAL CHARITABLE CONTRIBUTIONS FROM PARTNERSHIPS 8 8 0 OTHER DEDUCTIONS FROM PARTNERSHIPS 1452 1452 0 SECTION 1231 LOSS 587 587 0 NONDEDUCTIBLE ITEMS FROM PARTNERSHIPS 170 0 0 CONTRACT FEE INCOME - FROM INVESTMENTS 9174 9174 9174 OTHER INCOME - FROM PARTNERSHIPS 1616 1616 1616 CURRENT YEAR UBTI 768922 0 768922 FOREIGN TAXES PAID 9108 9108 0