LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-02
- IRS object ID
- 201641239349100609
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-02T11:12:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752986125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATUS GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 TOMAHAWK CREEK PKWY SUITE 310 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662112693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203406848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORDI MARKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 8164440330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS C MARKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8164440330 | PhoneNum |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY B JONES | PreparerPersonNm |
| PTIN | P00547684 | PTIN |
| Phone | 9136479750 | PhoneNum |
| Preparation | 2016-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,766,383 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,363 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $558,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,842 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$343 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,820 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $633,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,396 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,362 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,072 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,622 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,362 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $403,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $630,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,631 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,584,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,724,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,211,606 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,308,639 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,959,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,311,161 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOYFMV | $985 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,523,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,926,783 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,766,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,523,037 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,926,783 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,523,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,926,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,523,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,926,783 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,523,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $403,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,926,783 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,926,783 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK NORTH CD | P | 2015-02-24 | 2015-05-27 | $200,000 | $200,000 | ||
| ALLY BANK CD | P | 2013-03-15 | 2015-03-20 | $125,000 | $125,000 | ||
| BEAL BANK USA | P | 2013-12-17 | 2015-06-24 | $100,000 | $100,000 | ||
| FIRST BANK CD | P | 2013-08-19 | 2015-08-24 | $125,000 | $125,000 | ||
| WINDSTREAM HLDGS INC COM NEW | P | 2009-06-23 | 2015-04-30 | $4 | $4 | $4 | |
| ENTERPRISE PRODUCTS | P | 2011-04-29 | 2015-12-31 | $35 | -$35 | -$35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $228,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,161,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044321 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $197,692 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,342,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045523 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,772 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,585,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047350 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,110,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048007 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,123 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,504,940 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037176 | DistributionYr5Rt |
| Total Distribution | 0.222377 | TotalDistributionRt |
| Average Distribution | 0.044475 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,500,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $244,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $245,918 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,362 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,547 | SubtotalAmt |
| Tax Based On Investment Income | $2,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,545 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,545 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,002 | TaxDueAmt |
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 | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR DENNIS C MARKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8164440330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,266,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,584,503 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,584,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,500,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $275,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $275,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,547 | TotalTaxAmt |
| Distributable Before Adj | $272,490 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $272,490 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $272,490 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,362 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $223,362 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $223,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,889 | UndistributedIncomePYAmt |
| Qualifying Distributions | $223,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,889 | AppliedToYear1Amt |
| Applied To Current Year | $134,473 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $138,017 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR DENNIS C MARKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 0081644403 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $17,500 |
| ARTS COUNCIL OF KC | |||||||
| 906 GRAND STE 10B | KANSAS CITY | MO | 64106 | N/A | PUBLIC | OPERATIONS | $10,000 |
| LITERACY KC | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $1,500 |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | N/A | EDUCATION | OPERATIONS | $7,500 |
| LEGAL AID OF KC WESTERN MO | |||||||
| 1125 GRAND BLVD 1900 | KANSAS CITY | MO | 64106 | N/A | PUBLIC | OPERATIONS | $3,000 |
| MISSOURI CONSERVANCY | |||||||
| 2800 S BRENTWOOD BLVD | ST LOUIS | MO | 63144 | N/A | PUBLIC | OPERATIONS | $16,000 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | N/A | PUBLIC | OPERATIONS | $3,000 |
| INCARNATE WORD | |||||||
| 2788 NORMANDY DRIVE | ST LOUIS | MO | 63121 | N/A | PUBLIC | OPERATIONS | $4,000 |
| AMERICAN RED CROSS | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $3,500 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | N/A | PUBLIC | OPERATIONS | $20,000 |
| KAUFFMAN CENTER FOR PERFORMING ARTS | |||||||
| 906 GRAND 11TH FLOOR | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $2,500 |
| KC BALLET | |||||||
| 1616 BROADWAY STREET | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $13,500 |
| EM'S SPOTLIGHT | |||||||
| 8257 WORNALL ROAD | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $7,000 |
| NORTH AMERICAN BLUEBIRD SOCIETY | |||||||
| PO BOX 7844 | BLOOMINGTON | IN | 47407 | N/A | PUBLIC | OPERATIONS | $2,500 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $5,000 |
| ASSOCIATION FOR CULTURAL EQUITY | |||||||
| 450 W 41ST ST STE 606 | NEW YORK | NY | 10036 | N/A | PUBLIC | OPERATIONS | $3,500 |
| KCUR PUBLIC RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | N/A | PUBLIC | OPERATIONS | $10,000 |
| WAYSIDE WAIFS | |||||||
| 3901 W MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | N/A | PUBLIC | OPERATIONS | $5,000 |
| SAVE INC | |||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | N/A | PUBLIC | OPERATIONS | $3,500 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINTON | DC | 20037 | N/A | PUBLIC | OPERATIONS | $7,500 |
| ANGELS LEFT BEHIND | |||||||
| PO BOX 52 | BELTON | MO | 64012 | N/A | PUBLIC | OPERATIONS | $1,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | N/A | PUBLIC | OPERATIONS | $5,000 |
| GREAT PLAINS SPCA | |||||||
| 9800 W 67TH ST | MERRIAM | KS | 66203 | N/A | PUBLIC | OPERATIONS | $5,000 |
| AMERICAN JAZZ MUSEUM | |||||||
| 1616 E 18TH STREET | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $7,500 |
| ROTARY CLUB YOUTH CAMP | |||||||
| 22310 E COLBERN RD | LEES SUMMIT | MO | 64063 | N/A | PUBLIC | OPERATIONS | $2,000 |
| POWELL GARDENS | |||||||
| 1609 NW US HIGHWAY | KINGSVILLE | MO | 64061 | N/A | PUBLIC | OPERATIONS | $1,000 |
| MISSOURI PRAIRIE FOUNDATION | |||||||
| PO BOX 856 | MEXICO | MO | 65265 | N/A | PUBLIC | OPERATIONS | $10,000 |
| KTBG - THE BRIDGE PUBLIC RADIO | |||||||
| 139 TOWNSEND STREET | WARRENSBURG | MO | 64093 | N/A | PUBLIC | OPERATIONS | $25,000 |
| OWENS COX DANCE | |||||||
| 3925 MAIN STREET | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $3,000 |
| MORGAN COUNTY MUSEUM | |||||||
| 118 N MONROE STREET | VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $2,500 |
| GRASSLAND HERITAGE FOUNDATION | |||||||
| PO BOX 394 | SHAWNEE MISSION | KS | 66201 | N/A | PUBLIC | OPERATIONS | $3,000 |
| RAINBOW SCHOOL | |||||||
| 7850 HOLMES ROAD | KANSAS CITY | MO | 64131 | N/A | PUBLIC | OPERATIONS | $2,000 |
| THE CULTURE HOUSE | |||||||
| 14808 W 117TH STREET | OLATHE | KS | 66062 | N/A | PUBLIC | OPERATIONS | $2,500 |
| COACHES VS CANCER | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | PUBLIC | OPERATIONS | $2,500 |
| MCCKC HEALTH FAIR | |||||||
| 2700 E 18TH STREET | KANSAS CITY | MO | 64127 | N/A | PUBLIC | OPERATIONS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,363 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,303 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,842 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | -$2,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,165 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DENNIS C MARKER | ||||||
| 1 | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | $250,000 | Yes (X) |
| SUSAN LORDI MARKER | ||||||
| 2 | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | $250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE STRATUS GROUP | CategoryTxt |
| Amt | $2,725 | Amt |
| Net Investment Income | $1,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,362 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $1,724,154 | EOYBookValueAmt |
| EOYFMV | $2,211,606 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED AND CLOSED END FUNDS | AT COST | $1,746,305 | $2,087,958 |
| CERTIFICATES OF DEPOSIT | AT COST | $1,000,000 | $998,800 |
| MUTUAL FUNDS | AT COST | $213,693 | $224,403 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| EOYFMV | $985 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FOREIGN TAX PAID | $2,551 | $2,551 |
| MORGAN STANLEY | $71 | $71 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCRUED DIVIDENDS | $1,820 | $1,820 |
| ENTERPRISE PRODUCTS PARTNERS | -$2,163 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2015 990-W | $1,545 | $1,545 |
| 2014 BALANCE DUE | $527 | $527 |
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