2017-10-02T15:13:28-05:00 2016-12-31 481238645 MARKSNELSON LLC 1310 E 104TH ST SUITE 300 KANSAS CITY MO 64131 990PF 2016-01-01 276825262 KELLY FAMILY FOUNDATION KELL 9137646495 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 BONNIE C KELLY TRUSTEE 9137646495 2017-07-25 1 SARA B STUBLER P01332766 8167437700 65.23.56.242 2017-07-25 08:40:47 CD P 4B08B0D97533EB27B6A4D2387DBCC9D72AE07160 1203B923D736C3E68A8736C97BAE34AF5609D701 2016 2021-01-29 14:40:06Z X 27140429 X X 255719 255719 507018 507018 -1004411 9445035 0 40384 -700 -201290 762037 0 0 0 1716 1716 0 11700 11700 0 215498 7229 0 113411 113020 0 342325 133665 0 1947200 1947200 2289525 133665 1947200 -2490815 628372 1188835 1274515 1274515 11493896 12086626 13091945 11496562 9282484 9555842 2270770 1990365 3218127 26450063 24633990 27140429 0 0 X 0 0 0 0 26450063 24633990 26450063 24633990 26450063 24633990 26450063 -2490815 674742 24633990 0 24633990 ST COVERED FROM INVESTMENT ACCOUNTS P 2016-12-31 5752327 6210050 -457723 -457723 ST NONCOVERED FROM INVESTMENT ACCOUTNS P 2016-12-31 34145 93783 -59638 -59638 LT COVERED FROM INVESTMENT ACCOUNTS P 2016-12-31 1426972 1664211 -237239 -237239 LT NONCOVERED FROM INVESTMENT ACCOUNTS P 2016-12-31 2046453 2481393 -434940 -434940 BOND AMORTIZATION ADJUSTMENT P 2016-12-31 12858 12858 12858 CAPITAL GAIN DISTRIBUTION P 2016-12-31 11707 11707 11707 PARTNERSHIP PASSTHROUGH P 2016-12-31 9 -9 -9 PARTNERSHIP PASSTHROUGH P 2016-12-31 547 547 547 PTP ADJUSTMENT 2016-12-31 3489 3489 3489 PTP ADJUSTMENT 2016-12-31 156537 156537 156537 -1004411 0 2061378 28805091 0.071563 1720071 32279485 0.053287 1644113 31305727 0.052518 1483651 30231354 0.049077 1431461 29119000 0.049159 0.275604 0.055121 27439255 1512479 6284 1518763 1947200 X 6284 0 6284 0 6284 31335 31335 25051 25051 0 0 0 0 0 0 0 0 0 0 0 0 1 KS 1 0 0 0 0 1 N/A BONNIE C KELLY CO-TRUSTEE 9137646495 10393 S HIGHLAND CIRCLE OLATHE KS 66061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RYANE DELKA 10290 SOUTH OAKMANOR DRIVE OLATHE KS 66061 TRUSTEE 1.00 0 0 0 BONNIE C KELLY 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 TRUSTEE 1.00 0 0 0 GERALD A KELLY JR 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 25753961 2103151 0 27857112 0 0 27857112 417857 27439255 1371963 1371963 6284 6284 1365679 0 1365679 0 1365679 1947200 0 1947200 6284 1940916 1365679 0 0 702275 702275 1947200 0 0 0 1365679 581521 0 0 1283796 0 0 0 0 0 0 0 1283796 702275 581521 BONNIE C KELLY GERALD A KELLY JR BONNIE KELLY 10393 S HIGHLAND CIRCLE OLATHE KS 66061 9137646495 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. 265000 BENEDICTINE COLLEGE 1020 NORTH 2ND STREET ATCHISON KS 66002 N/A EXEMPT DONATION TO A COLLEGE TO SUPPORT EDUCATION 45000 BIRTHRIGT 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 BLUE DOOR PROJECT 3888 HUMPHREY ST SUITE A ST LOUIS MO 63116 N/A EXEMPT TO INVEST IN YOUTH IN OUR COMMUNITY; PROVIDING THEM A SAFE AND SUPPORTIVE ENVIRONMENT AND HELPING THEM TO REACH THEIR FULLEST POTENTIAL. 100 BRA COUTURE KC 4504 NE DE LA MAR COURT LEES SUMMIT MO 64064 N/A EXEMPT BRA COUTURE KC RAISES FUNDS FOR CANCER PATIENTS IN THE GREATER KANSAS CITY AREA WHO CANNOT PAY FOR THEIR CANCER SUPPLIES SUCH AS CANCER MEDICATION, TRANSPORTATION TO TREATMENT, PROSTHETICS, WIGS, SURGICAL SUPPLIES AND LYMPHEDEMA GARMENTS. 2000 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 15500 CATHOLIC EDUCATION FOUNDATION 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 N/A EXEMPT DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDER-PRIVELAGED 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 50000 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 5100 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. 53500 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 272500 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 FISHER HOUSE FOUNDATION 111 ROCKVILLE PIKE SUITE 420 ROCKVILLE MD 20850 N/A EXEMPT TO INVEST IN A NETWORK OF COMFORT HOMES WHERE MILITARY AND VETERANS' FAMILIES CAN STAY AT NO COST WHILE A LOVED ONE IS RECEIVING TREATMENT. 1000 GIRL SCOUTS OF NE KANSAS 8383 E BLUE PKWY DR KANSAS CITY MO 64133 N/A EXEMPT THE MISSION OF GIRL SCOUTS OF NE KANSAS & NW MISSOURI IS TO BUILD GIRLS OF COURAGE, CONFIDENCE AND CHARACTER, WHO MAKE THE WORLD A BETTER PLACE. OUR FOCUS IS ON BUILDING GIRLS' LEADERSHIP, NOT A POLITICAL AGENDA. 5000 GIVING THE BASICS 3150 MERCIER ST SUITE 270-D2 KANSAS CITY MO 64111 N/A EXEMPT TO PROVIDE NECESSITIES OF LIFE TO LOW IMPACT FAMILIES WITH SMALL CHILDREN, STUDENTS, BATTERED WOMEN, VETERANS, FORMER PRISONERS AND THE MENTALLY ILL. 10000 GREEN WORKS 4750 TROOST KANSAS CITY MO 64110 N/A EXEMPT GREEN WORKS IN KANSAS CITY EXCELS AT ENVIRONMENTAL EDUCATION AND WORKFORCE DEVELOPMENT FOR URBAN HIGH SCHOOL STUDENTS AND IN CREATING PARTNERSHIPS THAT OPEN DOORS FOR OUR STUDENTS AND POSITIVELY IMPACT THEIR FUTURES 100 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. 50000 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. 15000 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. 10000 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 215000 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 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 N/A EXEMPT THE MISSION OF THE LEUKEMIA & LYMPHOMA SOCIETY (LLS) IS: CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. 500 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. 25000 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 PHEASANTS FOREVER 1783 BUERKLE CIRCLE ST PAUL MN 55110 N/A EXEMPT QUAIL FOREVER IS DEDICATED TO THE CONSERVATION OF QUAIL, PHEASANTS AND OTHER WILDLIFE THROUGH HABITAT IMPROVEMENTS, PUBLIC AWARENESS, EDUCATION AND LAND MANAGEMENT POLICIES AND PROGRAMS. 1000 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. 100000 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. 26000 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. 1000 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 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. 15100 ST CHARLES BORROMEO 900 NE SHADY LANE DRIVE KANSAS CITY MO 64118 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. 10000 THE FIRST TEE OF GREATER CHARLESTON 321 WINGO WAY SUITE 201 MT PLEASANT SC 29464 N/A EXEMPT TO POSITIVELY IMPACT THE LIVES OF OUR LOCAL YOUTH BY PROVIDING STRUCTURED EDUCATIONAL PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE-ENHANCING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF. 1000 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 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 UNIVERISTY 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 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 1947200 0 14 255719 14 507018 14 10249 18 -1004411 DEDUCTIBLE UBTI LOSS 18 -10949 CURRENT YEAR UBTI 525990 41084 41084 -242374 0 -201290 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11700 11700 0 BAIRD INVESTMENT ACCOUNTS - BONDS 9282484 9555842 BAIRD INVESTMENT ACCOUNTS - STOCK 12086626 13091945 INVESTMENT IN PUBLICLY TRADED SECURITIES AT COST 1990365 3218127 LEGAL FEES 1716 1716 0 INVESTMENT MANAGEMENT EXPENSES 111372 111372 0 ADDITIONAL CHARITABLE CONTRIBUTIONS FROM PARTNERSHIPS 24 24 0 OTHER DEDUCTIONS FROM PARTNERSHIPS 607 607 0 SECTION 1231 LOSS 1017 1017 0 NONDEDUCTIBLE ITEMS FROM PARTNERSHIPS 391 0 0 CONTRACT FEE INCOME - FROM INVESTMENTS 9992 9992 9992 OTHER INCOME - FROM PARTNERSHIPS 257 257 257 DEDUCTIBLE UBTI LOSS -10949 -10949 -10949 CURRENT YEAR UBTI 41084 41084 HOT ASSET CALCULATION - SECTION 751 BASIS ADJUSTMENT 674742 FOREIGN TAXES PAID 7229 7229 0 NONDEDUCTIBLE FEDERAL TAXES PAID 208269 0 0