KELLY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FAMILY FOUNDATION (EIN 27-6825262)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-22
- IRS object ID
- 201432039349100008
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-22T14:16:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481238645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKSNELSON VOHLAND CAMPBELL RADETIC LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 E 104TH ST SUITE 300 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276825262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9137646495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10393 SOUTH HIGHLAND CIRCLE | AddressLine1 |
| City | OLATHE | City |
| State | KS | State |
| ZIP Code | 66061 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE C KELLY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9137646495 | PhoneNum |
| Signature | 2014-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA J PLATTNER | PreparerPersonNm |
| PTIN | P00035122 | PTIN |
| Phone | 8167437700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,979,884 | 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 |
| Interest On Sav Rev And Expnss | $303,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $444,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $326,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,213,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $326,630 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$294,984 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,451 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $779,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,082,416 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,384 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,384 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,653,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,653,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,796,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,653,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,016,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $939,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,290,796 | CashBOYAmt |
| Cash EOY | $1,182,448 | CashEOYAmt |
| Cash EOYFMV | $1,182,448 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,211,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,615,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,817,263 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,179,534 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,360,932 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,618,022 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,819,076 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,217,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,362,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,501,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,375,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,979,884 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $38,875 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $38,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,462,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,375,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,462,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,375,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,501,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,375,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,462,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,016,266 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,978 | OtherIncreasesAmt |
| Subtotal | $26,462,123 | SubtotalAmt |
| Other Decreases | $86,362 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,375,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| COUNTRY CLUB TRUST SHORT TERM STOCK SALES | P | $5,204,646 | $5,180,321 | $24,325 | $24,325 | ||
| COUNTRY CLUB TRUST LONG TERM STOCK SALES | P | $1,016,364 | $1,018,029 | -$1,665 | -$1,665 | ||
| SPDR GOLD TRUST | P | $115 | $133 | -$18 | -$18 | 2013-02-27 | 2013-12-31 |
| COUNTRY CLUB TRUST LONG TERM STOCK SALES | P | $1,432,239 | $1,323,053 | $109,186 | $109,186 | ||
| COUNTRY CLUB TRUST LONG TERM STOCK SALES | P | $69,984 | $78,867 | -$8,883 | -$8,883 | ||
| COUNTRY CLUB TRUST SHORT TERM STOCK CALLS | P | $48,689 | $48,689 | $48,689 | |||
| BASIS ADJUSTMENT - ENERGY TRANSFER PARTNERS | P | $34,851 | $34,851 | $34,851 | |||
| BASIS ADJUSTMENT - NUSTAR ENERGY | P | $49,867 | $49,867 | $49,867 | |||
| SECTION 1231 LOSS | P | $3,483 | -$3,483 | -$3,483 | |||
| CAPITAL GAIN DISTRIBUTIONS | P | $19,322 | $19,322 | $19,322 | |||
| PARTNERSHIP PASSTHROUGH LONG TERM CAPITAL GAIN | P | $81 | $81 | $81 | |||
| NUSTAR ENERGY | P | $171,519 | $179,602 | -$8,083 | -$8,083 | ||
| ENERGY TRANSFER PARTNERS | P | $165,555 | $103,114 | $62,441 | $62,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $326,630 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,483,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,231,354 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049077 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,431,461 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,119,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049159 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,522,996 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.003387 | DistributionYr3Rt |
| Total Distribution | 0.101623 | TotalDistributionRt |
| Average Distribution | 0.033874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,305,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,060,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,397 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,069,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,653,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,442 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $22,442 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,045 | OverpaymentAmt |
| Applied To ES Tax | $13,045 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BONNIE C KELLY CO-TRUSTEE | IndividualWithBooksNm |
| Phone | 9137646495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10393 S HIGHLAND CIRCLE | AddressLine1 |
| City | OLATHE | City |
| State | KS | State |
| ZIP Code | 66061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RYANE DELKA | ||||||||
| 12191 SOUTH SUNRAY 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,523,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,259,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,782,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,782,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $476,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,305,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,565,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,565,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,397 | TotalTaxAmt |
| Distributable Before Adj | $1,555,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,555,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,555,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,653,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,653,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,397 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,644,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,555,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $363,743 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,653,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $363,743 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,289,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $266,122 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BONNIE C KELLY | ContributingManagerNm |
| Contributing Manager | GERALD A KELLY JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BONNIE KELLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10393 S HIGHLAND CIRCLE | AddressLine1 |
| City | OLATHE | City |
| State | KS | State |
| ZIP Code | 66061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9137646495 | RecipientPhoneNum |
| Form And Info And Materials | UNSPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENEUE | DALLAS | TX | 75231 | N/A | EXEMPT | DONATION TO BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE | $300 | |
| AMERICASHARE | ||||||||
| 15 WEST 26TH STREET | NEW YORK | NY | 10010 | N/A | EXEMPT | TO ASSIST WOMEN AND CHILDREN AFFECTED BY THE AIDS EPIDEMIC IN KENYA | $3,060 | |
| ARTS COUNCIL OF JOHNSON COUNTY | ||||||||
| 15301 WEST 87TH STREET PARKWAY | LENEXA | KS | 66219 | N/A | EXEMPT | DONATION TO ENRICH THE COMMUNITY THROUGH THE ARTS | $1,000 | |
| BACK IN THE SWING | ||||||||
| 6709 WEST 119TH STREET NO 444 | OVERLAND PARK | KS | 66209 | N/A | EXEMPT | DONATION TO HELP IMPORVE AND PROTECT THE HEALTH AFTER BREAST CANCER THROUGH EDUCATION AND AWARENESS | $5,000 | |
| BENEDICTINE COLLEGE | ||||||||
| 1020 NORTH 2ND STREET | ATCHISON | KS | 66002 | N/A | EXEMPT | DONATION TO A COLLEGE TO SUPPORT EDUCATION | $25,000 | |
| 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 | $25,000 | |
| CATHOLIC EDUCATION FOUNDATION | ||||||||
| 12615 PARALLEL PARKWAY | KANSAS CITY | KS | 66109 | N/A | EXEMPT | DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDER-PRIVELAGED CHILDREN | $125,000 | |
| 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 COMTEMPLATION | $2,000 | |
| CHARLESTON AREA THERAPEUTIC RIDING | ||||||||
| 2669 HAMILTON ROAD | JOHNS ISLAND | SC | 29455 | N/A | EXEMPT | DONATION TO IMPROVE THE LIVES OF CHILDREN AND ADULTS WITH DISABILITIES AT THE AREA'S OLDEST NATIONALLY ACCREDITED THERAPEUTIC HORSEBACK RIDING CENTER | $10,000 | |
| CHILDREN'S INTERNATIONAL | ||||||||
| 2000 EAST RED BRIDGE ROAD PO BOX | KANSAS CITY | MO | 64121 | N/A | EXEMPT | DONATION TO BRING REAL AND LASTING CHANGE TO CHILDREN LIVING IN POVERTY | $25,000 | 219055 |
| 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 | $110,000 | |
| 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 | $1,000 | |
| 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 | $375,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD 2ND FLOOR | BETHESDA | MD | 20814 | N/A | EXEMPT | DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS | $5,000 | |
| DANIELS COLLEGE OF BUSINESS | ||||||||
| 2101 S UNIVERSITY BOULEVARD | DENVER | CO | 80210 | N/A | EXEMPT | DONATION TO EDUCATE ETHICAL BUSINESS LEADERS, ADVANCING THE THEORY AND PRACTICE OF BUSINESS AND MKAING A POSITIVE GLOBAL IMPACT. | $10,000 | |
| 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 | $200 | |
| GILLIS CENTER | ||||||||
| 8150 WORNALL ROAD | KANSAS CITY | MO | 64114 | N/A | EXEMPT | DONATION TO HELP AT-RISK CHILDREN AND FAMILIES REACH THEIR POTENTIONAL THROUGH EDUCATION, COUNSELING, AND SOCIAL SERVICES | $2,500 | |
| HOMELESS SERVICES COALITION | ||||||||
| 3200 WAYNE SUITE 202 | KANSAS CITY | MO | 64109 | N/A | EXEMPT | DONATION TO HELP ERADICATE HOMELESSNESS IN OUR COMMUNITY | $500 | |
| 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. | $69,650 | |
| JOSEPHINUM ACADEMY | ||||||||
| 1501 NORTH OAK BOULEVARD | CHICAGO | IL | 60622 | N/A | EXEMPT | DONATION TO EMPOWER YOUNG WOMEN TO BECOME CONFIDENT, FAITH-FILLED LEADERS | $5,000 | |
| KC RESCUE MISSION | ||||||||
| 1520 CHERRY STREET | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO A COMMUNITY OFFERING FREEDOM AND HOPE TO THE POOR AND HOMELESS, EMPOWERING THEM TO REACH THEIR FULL POTENTIAL. | $500 | |
| 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 | $10,000 | |
| 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 | $225,000 | |
| KU ENDOWMENT | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | EXEMPT | DONATION TO EDUCATE FUTURE LEADERS, ADVANCE MEDICINE, ACCELERATE DISCOVERY AND DRIVE ECONOMIC GROWTH TO SEIZE THE OPPORTUNITIES OF THE FUTURE | $1,000 | |
| 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 | $50,000 | |
| 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 | $1,000 | |
| NORTHHAMPTON 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 | $25,000 | |
| PAWS WITH A CAUSE | ||||||||
| 4646 S DIVISION | WAYLAND | MI | 49348 | N/A | EXEMPT | DONATION TO HELP ENHANCE INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES NATIONALLY THROUGH CUSTOM-TRAINED ASSISTANCE DOGS | $500 | |
| 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. | $5,000 | |
| 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 | $100,000 | |
| 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 | $1,000 | |
| SALVATION ARMY | ||||||||
| 1110 EAST TRUMAN ROAD | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO SUPPORT THE MISSIONS OF THE SALVATION ARMY | $5,000 | |
| 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 | $25,000 | |
| SMILES CHANGE LIVES | ||||||||
| 2405 GRAND STE 300 | KANSAS CITY | MO | 64108 | N/A | EXEMPT | PROVIDE ORTHODONTIC TREATMENT FOR CHILDREN OF LOW-INCOME HOUSEHOLDS | $25,000 | |
| SOJOURNERS | ||||||||
| 3333 14TH STREET NW SUITE 200 | WASHINGTON | DC | 20010 | N/A | EXEMPT | DONATION TO ARTICULATE THE BIBLICAL CALL TO SOCIAL JUSTICE, INSPIRING HOPE AND BUILDING A MOVEMENT TO TRANSFORM INDIVIDUALS, COMMUNITIES, THE CHURCH AND THE WORLD | $1,000 | |
| SPECIAL OLYMPICS KANSAS | ||||||||
| 5280 FOXRIDGE DRIVE | MISSION | KS | 66202 | N/A | EXEMPT | DONATION TO EMPOWER PEOPLE WITH INTELLECTUAL DISABILITIES THROUGH SPORT AND SPORTS TRAINING | $300 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | EXEMPT | DONATION TO FIND CURES FOR CHILDREN WITH CANCER AND OTHER LIFE-THREATENING DISEASES THROUGH RESEARCH AND TREATMENT. | $1,000 | |
| THE CHILDREN'S SPOT | ||||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | N/A | EXEMPT | DONATION TO HELP PROVIDE SPEECH, PHYSICAL, AND OCCUPATIONAL THERAPY TO CHILDREN WITH DEVELOPMENT DELAYS AND DISABILITIES, REGARDLESS OF THEIR FAMILIES' ABILITY TO PAY | $500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | N/A | EXEMPT | DONATION TO HELP CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES | $800 | |
| THE LOVE FUND | ||||||||
| 3030 SUMMIT STREET | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN | $25,000 | |
| 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 | $200,000 | |
| UNIVERSITY ACADEMY | ||||||||
| 6801 HOLMES ROAD | KANSAS CITY | MO | 64131 | N/A | EXEMPT | DONATION TO HELP CHILDREN PREPARE FOR A SECONDARY EDUCATION AND BECOME LEADERS | $10,000 | |
| 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 | $15,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | N/A | EXEMPT | PROVIDE SUPPORT FOR HOMELESS PETS | $125,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,653,510 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,842 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444,493 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $326,630 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$302,435 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$302,435 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,082,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $779,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKSNELSON VOHLAND CAMPBELL RADETIC LLC | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COUNTRY CLUB TRUST CO - FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $13,360,932 | EOYBookValueAmt |
| EOYFMV | $13,618,022 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COUNTRY CLUB TRUST CO - EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $9,615,006 | EOYBookValueAmt |
| EOYFMV | $11,817,263 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,217,375 | BookValueAmt |
| EOYFMV | $5,362,151 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHROP & GAGE | CategoryTxt |
| Legal Fees | $2,384 | LegalFeesAmt |
| Net Investment Income | $2,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| HOT ASSET CALCULATION - BASIS ADJUSTMENT | $84,718 |
| NON-DEDUCTIBLE ITEMS FROM PARTNERSHIP FLOWTHROUGHS | $1,644 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT EXPENSES | $113,761 | $113,761 | $0 |
| ADDITIONAL CHARITABLE CONTRIBUTIONS FROM PARTNERSHIPS | $292 | $292 | $0 |
| OTHER DEDUCTIONS FROM PARTNERSHIPS | $453 | $453 | $0 |
| INVESTMENT EXPENSE - COUNTRY CLUB TRUST | $777 | $777 | $0 |
| ADDITIONAL BANK FEES | $37 | $37 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM PARTNERSHIP IN EXCESS OF UBTI | $2,537 | $2,537 | $2,537 |
| OTHER INCOME | -$174 | -$174 | -$174 |
| PPL CORP UNIT - THRU COUNTRY CLUB TRUST CO. | $5,088 | $5,088 | $5,088 |
| UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS | -$302,435 | -$302,435 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Amount | $15,978 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL ADVANCES | Desc |
| BOY Book Value | $38,875 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $12,533 | Amt |
| Net Investment Income | $12,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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