LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201501349349101795
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T12:24:44-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752986125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STRATUS GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111300 TOMAHAWK CREEK PKWY SUITE 310AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP662112693ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203406848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LORDI MARKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLORDBusinessNameControlTxt
Phone8164440330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS C MARKERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8164440330PhoneNum
Signature2015-04-27SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparation2015-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,642,022FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,688InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,688InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$144,246DividendsRevAndExpnssAmt
Dividends Net Invst Incm$141,137DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,055NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$306,313GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,055CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,839OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,549OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$666,828TotalRevAndExpnssAmt
Total Net Invst Incm$159,429TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,117AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,058AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,059AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,170TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,170TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,724OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,724OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,011TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,952TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,059TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$229,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$229,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$235,261TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,952TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$230,309TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$431,567ExcessRevenueOverExpensesAmt
Net Investment Income$154,477NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$263,840SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$630,252SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$630,252SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,827,630CorporateStockBOYAmt
Corporate Stock EOY$1,584,146CorporateStockEOYAmt
Corporate Stock EOYFMV$2,260,850CorporateStockEOYFMVAmt
Other Investments EOY$2,308,639OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,750,920OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,091,470TotalAssetsBOYAmt
Total Assets EOY$4,523,037TotalAssetsEOYAmt
Total Assets EOYFMV$5,642,022TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,091,470RetainedEarningBOYAmt
Retained Earning EOY$4,523,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,091,470TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,523,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,091,470TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,523,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,091,470TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$431,567ExcessRevenueOverExpensesAmt
Subtotal$4,523,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,523,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
0.909 SH VODAFONE GROUP PLCP2013-12-172014-02-21$38$62-$24-$24
200,000 SH EVERBANK CDP2013-01-072014-07-16$200,000$200,000
95,000 SH GOLDMAN SACHS CDP2007-12-102014-12-05$95,000$94,624$376$376
166.5 SH WPX ENERGY INCP2007-12-102014-12-12$1,754$3,324-$1,570-$1,570
83.25 SH WPX ENERGY INCP2008-03-202014-12-12$877$1,453-$576-$576
83.25 SH WPX ENERGY INCP2008-10-092014-12-12$877$795$82$82
FieldValueIRS element (for citing)
Capital Gain Net Income$6,055CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$24NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$197,692AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,342,667NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045523DistributionYr1Rt
Adjusted Qlfy Distri Yr2$169,772AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,585,486NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047350DistributionYr2Rt
Adjusted Qlfy Distri Yr3$149,314AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,110,250NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048007DistributionYr3Rt
Adjusted Qlfy Distri Yr4$93,123AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,504,940NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037176DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,099AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,845,421NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033650DistributionYr5Rt
Total Distribution0.211706TotalDistributionRt
Average Distribution0.042341AverageDistributionRt
Net Vl Noncharitable Assets$5,161,548NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$218,545AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,545NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$220,090AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$230,309QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,545InvestmentIncomeExciseTaxAmt
Subtotal$1,545SubtotalAmt
Tax Based On Investment Income$1,545TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,018EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,018TotalPaymentsAndCreditsAmt
Tax Due$527TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MR DENNIS C MARKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8164440330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS C MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR1.00$0$0$0
SUSAN LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR1.00$0$0$0
SARA LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR0.00$0$0$0
DAVID MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,910,612AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$329,538AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,240,150TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,240,150AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,602CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,161,548NetVlNoncharitableAssetsAmt
Minimum Investment Return$258,077MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$258,077MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,545TaxBasedOnInvestmentIncomeAmt
Total Tax$1,545TotalTaxAmt
Distributable Before Adj$256,532DistributableBeforeAdjAmt
Distributable Before Ded$256,532DistributableBeforeDedAmt
Distributable As Adjusted$256,532DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,309ExpensesAndContributionsAmt
Qualifying Distributions$230,309QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,545PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$228,764AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$256,532DistributableAsAdjustedAmt
Undistributed Income PY$62,666UndistributedIncomePYAmt
Qualifying Distributions$230,309QualifyingDistributionsAmt
Applied To Year1$62,666AppliedToYear1Amt
Applied To Current Year$167,643AppliedToCurrentYearAmt
Undistributed Income CY$88,889UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR DENNIS C MARKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11216 W 57TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64113ZIPCd
FieldValueIRS element (for citing)
Recipient Phone0081644403RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVEDFormAndInfoAndMaterialsTxt
Submission DeadlinesBY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROADKANSAS CITYMO64108N/APUBLICOPERATIONS$17,500
ARTS COUNCIL OF KC
906 GRAND STE 10BKANSAS CITYMO64106N/APUBLICOPERATIONS$20,000
LITERACY KC
211 W ARMOUR BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$1,250
WESTMINSTER COLLEGE
501 WESTMINSTER AVEFULTONMO65251N/AEDUCATIONOPERATIONS$7,500
LEGAL AID OF KC WESTERN MO
1125 GRAND BLVD 1900KANSAS CITYMO64106N/APUBLICOPERATIONS$5,000
MISSOURI CONSERVANCY
2800 S BRENTWOOD BLVDST LOUISMO63144N/APUBLICOPERATIONS$10,000
CITY UNION MISSION
1100 E 11TH STKANSAS CITYMO64106N/APUBLICOPERATIONS$2,000
INCARNATE WORD
2788 NORMANDY DRIVEST LOUISMO63121N/APUBLICOPERATIONS$4,000
AMERICAN RED CROSS
211 W ARMOUR BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$3,500
HARVESTERS COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129N/APUBLICOPERATIONS$17,500
KCPT
125 E 31ST STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$50,000
KAUFFMAN CENTER FOR PERFORMING ARTS
906 GRAND 11TH FLOORKANSAS CITYMO64108N/APUBLICOPERATIONS$10,000
KC BALLET
1616 BROADWAY STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$10,000
EM'S SPOTLIGHT
8257 WORNALL ROADKANSAS CITYMO64114N/APUBLICOPERATIONS$6,000
NORTH AMERICAN BLUEBIRD SOCIETY
PO BOX 7844BLOOMINGTONIN47407N/APUBLICOPERATIONS$2,500
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111N/APUBLICOPERATIONS$3,500
ASSOCIATION FOR CULTURAL EQUITY
450 W 41ST ST STE 606NEW YORKNY10036N/APUBLICOPERATIONS$3,500
KCUR PUBLIC RADIO
4825 TROOST STE 202KANSAS CITYMO64110N/APUBLICOPERATIONS$5,000
WAYSIDE WAIFS
3901 W MARTHA TRUMAN RDKANSAS CITYMO64137N/APUBLICOPERATIONS$4,000
SAVE INC
PO BOX 45301KANSAS CITYMO64171N/APUBLICOPERATIONS$3,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINTONDC20037N/APUBLICOPERATIONS$7,500
ANGELS LEFT BEHIND
PO BOX 52BELTONMO64012N/APUBLICOPERATIONS$1,500
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313N/APUBLICOPERATIONS$5,000
GREAT PLAINS SPCA
9800 W 67TH STMERRIAMKS66203N/APUBLICOPERATIONS$5,000
MCCKC HEALTH FAIR
3200 BROADWAYKANSAS CITYMO64111N/APUBLICOPERATIONS$3,000
AMERICAN JAZZ MUSEUM
1616 E 18TH STREETKANSAS CITYMO64108N/APUBLICOPERATIONS$6,000
MAISON DE NAISSANCE
5000 W 134TH STREETLEAWOODKS66209N/APUBLICOPERATIONS$3,000
SURFACE DESIGN ASSOCIATION
PO BOX 20430ALBUQUERQUENM87154N/APUBLICOPERATIONS$5,000
ROTARY CLUB YOUTH CAMP
22310 E COLBERN RDLEES SUMMITMO64063N/APUBLICOPERATIONS$1,500
POWELL GARDENS
1609 NW US HIGHWAYKINGSVILLEMO64061N/APUBLICOPERATIONS$1,000
MISSOURI PRAIRIE FOUNDATION
PO BOX 856MEXICOMO65265N/APUBLICOPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$229,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,688ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,246ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,055ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCTS PARTNERSDesc
Exclusion15ExclusionCd
Exclusion$4,290ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$166,828ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,828TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DENNIS C MARKER
11216 W 57TH TERRACEKANSAS CITYMO64113$250,000Yes (X)
SUSAN LORDI MARKER
21216 W 57TH TERRACEKANSAS CITYMO64113$250,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTHE STRATUS GROUPCategoryTxt
Amt$2,117Amt
Net Investment Income$1,058NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,059DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$1,584,146EOYBookValueAmt
EOYFMV$2,260,850EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED AND CLOSED END FUNDSAT COST$1,454,032$1,870,262
CERTIFICATES OF DEPOSITAT COST$650,000$649,488
MUTUAL FUNDSAT COST$204,607$231,170

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FOREIGN TAX PAID$2,660$2,660
MORGAN STANLEY$64$64

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ACCRUED DIVIDENDS$2,549$2,549
ENTERPRISE PRODUCTS PARTNERS$4,290

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SUSAN LORDI MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113
DENNIS C MARKER
1216 W 57TH TERRACEKANSAS CITYMO64113

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2014 990-W$1,018$1,018
2013 BALANCE DUE$152$152

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