2014-07-22T14:16:11-05:00 2013-12-31 481238645 MARKSNELSON VOHLAND CAMPBELL RADETIC LLC 1310 E 104TH ST SUITE 300 KANSAS CITY MO 64131 990PF 2013-01-01 276825262 KELLY FAMILY FOUNDATION KELL 9137646495 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 BONNIE C KELLY TRUSTEE 9137646495 2014-07-16 1 BARBARA J PLATTNER P00035122 8167437700 2013 2015-12-30 17:16:21Z X 31979884 X X 303842 303842 444493 444493 326630 8213232 326630 -294984 7451 779981 1082416 0 0 0 2384 2384 0 12500 12500 0 12533 12533 0 115320 115320 0 142737 142737 0 1653510 1653510 1796247 142737 1653510 -1016266 939679 2290796 1182448 1182448 9211880 9615006 11817263 13179534 13360932 13618022 2819076 2217375 5362151 27501286 26375761 31979884 38875 0 38875 0 X 0 0 0 0 27462411 26375761 27462411 26375761 27501286 26375761 27462411 -1016266 15978 26462123 86362 26375761 COUNTRY CLUB TRUST SHORT TERM STOCK SALES P 5204646 5180321 24325 24325 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 1016364 1018029 -1665 -1665 SPDR GOLD TRUST P 2013-02-27 2013-12-31 115 133 -18 -18 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 1432239 1323053 109186 109186 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 69984 78867 -8883 -8883 COUNTRY CLUB TRUST SHORT TERM STOCK CALLS P 48689 48689 48689 BASIS ADJUSTMENT - ENERGY TRANSFER PARTNERS P 34851 34851 34851 BASIS ADJUSTMENT - NUSTAR ENERGY P 49867 49867 49867 SECTION 1231 LOSS P 3483 -3483 -3483 CAPITAL GAIN DISTRIBUTIONS P 19322 19322 19322 PARTNERSHIP PASSTHROUGH LONG TERM CAPITAL GAIN P 81 81 81 NUSTAR ENERGY P 171519 179602 -8083 -8083 ENERGY TRANSFER PARTNERS P 165555 103114 62441 62441 326630 0 1483651 30231354 0.049077 1431461 29119000 0.049159 100000 29522996 0.003387 0.101623 0.033874 31305727 1060450 9397 1069847 1653510 X 9397 0 9397 0 9397 7442 15000 22442 13045 13045 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 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 NONE 0 NONE 0 0 29523337 2259127 0 31782464 0 0 31782464 476737 31305727 1565286 1565286 9397 9397 1555889 0 1555889 0 1555889 1653510 0 1653510 9397 1644113 1555889 363743 0 0 1653510 363743 0 0 1289767 0 0 0 0 0 0 0 0 266122 0 0 0 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. 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 3060 ARTS COUNCIL OF JOHNSON COUNTY 15301 WEST 87TH STREET PARKWAY LENEXA KS 66219 N/A EXEMPT DONATION TO ENRICH THE COMMUNITY THROUGH THE ARTS 1000 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 5000 BENEDICTINE COLLEGE 1020 NORTH 2ND STREET ATCHISON KS 66002 N/A EXEMPT DONATION TO A COLLEGE TO SUPPORT EDUCATION 25000 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 25000 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 COMTEMPLATION 2000 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 10000 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 110000 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 1000 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 375000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 N/A EXEMPT DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS 5000 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. 10000 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 2500 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. 69650 JOSEPHINUM ACADEMY 1501 NORTH OAK BOULEVARD CHICAGO IL 60622 N/A EXEMPT DONATION TO EMPOWER YOUNG WOMEN TO BECOME CONFIDENT, FAITH-FILLED LEADERS 5000 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 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 225000 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 1000 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 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 1000 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 25000 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. 5000 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 100000 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 1000 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 SMILES CHANGE LIVES 2405 GRAND STE 300 KANSAS CITY MO 64108 N/A EXEMPT PROVIDE ORTHODONTIC TREATMENT FOR CHILDREN OF LOW-INCOME HOUSEHOLDS 25000 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 1000 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. 1000 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 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 10000 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 WAYSIDE WAIFS 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 N/A EXEMPT PROVIDE SUPPORT FOR HOMELESS PETS 125500 1653510 0 14 303842 14 444493 14 7451 18 326630 UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 525990 -302435 -302435 1082416 0 779981 0 0 0 0 0 0 0 0 0 0 MARKSNELSON VOHLAND CAMPBELL RADETIC LLC 12500 12500 0 COUNTRY CLUB TRUST CO - FIXED INCOME INVESTMENTS 13360932 13618022 COUNTRY CLUB TRUST CO - EQUITY INVESTMENTS 9615006 11817263 INVESTMENT IN PUBLICLY TRADED SECURITIES AT COST 2217375 5362151 LATHROP & GAGE 2384 2384 0 HOT ASSET CALCULATION - BASIS ADJUSTMENT 84718 NON-DEDUCTIBLE ITEMS FROM PARTNERSHIP FLOWTHROUGHS 1644 INVESTMENT MANAGEMENT EXPENSES 113761 113761 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 INCOME/LOSS FROM PARTNERSHIP IN EXCESS OF UBTI 2537 2537 2537 OTHER INCOME -174 -174 -174 PPL CORP UNIT - THRU COUNTRY CLUB TRUST CO. 5088 5088 5088 UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS -302435 -302435 NON-DIVIDEND DISTRIBUTIONS 15978 CALL ADVANCES 38875 0 FOREIGN TAXES PAID 12533 12533 0