2013-08-15T14:28:44-05:00 2012-12-31 481238645 MARKSNELSON VOHLAND CAMPBELL RADETIC LLC 1310 E 104TH ST SUITE 300 KANSAS CITY MO 64131 990PF 2012-01-01 276825262 KELLY FAMILY FOUNDATION KELL 9137646495 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 BONNIE C KELLY 9137646495 2013-07-31 1 BARBARA J PLATTNER P00035122 8167437700 2012 2016-02-24 21:20:13Z X 30237082 X X 336921 336921 465678 465678 -92122 17578615 0 -252020 8020 458457 810619 0 0 0 2776 2776 0 28480 28480 0 19261 9261 0 120842 120842 0 171359 161359 0 1490144 1490144 1661503 161359 1490144 -1203046 649260 2052935 2290796 2290796 9989630 9211880 9726154 13853791 13179534 14120366 2886523 2819076 4099766 28782879 27501286 30237082 92841 38875 92841 38875 X 0 0 0 0 28690038 27462411 28690038 27462411 28782879 27501286 28690038 -1203046 0 27486992 24581 27462411 COUNTRY CLUB TRUST SHORT TERM STOCK SALES P 13316301 13465248 -148947 -148947 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 856277 894491 -38214 -38214 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 48012 41043 6969 6969 COUNTRY CLUB TRUST SHORT TERM STOCK SALES P 91 83 8 8 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 3264128 3214423 49705 49705 COUNTRY CLUB TRUST LONG TERM STOCK SALES P 42628 34590 8038 8038 PARTNERSHIP PASSTHROUGH LONG TERM STOCK SALES P 10092 10092 10092 PARTNERSHIP PASSTHROUGH SHORT TERM STOCK SALES P 2 -2 -2 BASIS ADJUSTMENT - BUCKEYE PARTNERS P 1197 1197 1197 BASIS ADJUSTMENT - BUCKEYE PARTNERS P 7094 7094 7094 BASIS ADJUSTMENT - COPANO ENERGY P 4958 4958 4958 BASIS ADJUSTMENT - ENERGY TRANSFER PARTNERS P 12049 12049 12049 BASIS ADJUSTMENT - ENTERPRISE PRODUCTS PARTNERS P 2634 2634 2634 BASIS ADJUSTMENT - MAGELLAN MIDSTREAM PARTNERS P 4734 -4734 -4734 CAPITAL GAIN DISTRIBUTION P 8652 8652 8652 BASIS ADJUSTMENT - BOND SOLD WITH PREMIUM AMORTIZED P 1127 1127 1127 SECTION 1231 LOSS P 16123 -16123 -16123 NONDIVIDEND DISTRIBUTION BASIS ADJ P 3375 3375 3375 -92122 0 1431461 29119000 0.049159 100000 29522996 0.003387 0.052546 0.026273 30231354 794268 6493 800761 1490144 X 6493 0 6493 0 6493 13941 13941 6 7442 7442 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 1.00 0 0 0 BONNIE C KELLY 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 1.00 0 0 0 GERALD A KELLY JR 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 1.00 0 0 0 NONE 0 NONE 0 0 28560505 2131225 0 30691730 0 0 30691730 460376 30231354 1511568 1511568 6493 6493 1505075 0 1505075 0 1505075 1490144 0 1490144 6493 1483651 1505075 348812 0 0 1490144 348812 0 0 1141332 0 0 0 0 0 0 0 0 363743 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. ACADEMY FOR INTEGRATED ARTS 5604 TROOST AVENUE KANSAS CITY MO 64110 N/A EXEMPT DONATION TO USE THE ARTS TO PREPARE STUDENTS FOR AN ADMISSIONS-BASED COLLEGE PREPARATORY SECONDARY SCHOOL 100000 ALEXANDRA'S HOUSE 638 W 39TH TERRACE KANSAS CITY MO 64111 N/A EXEMPT SUPPORT FOR THE NEWBORN HOSPICE PROGRAM 10000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENEUE DALLAS TX 75231 N/A EXEMPT DONATION TO BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE 200 AMERICASHARE 15 WEST 26TH STREET NEW YORK NY 10010 N/A EXEMPT TO ASSIST WOMEN AND CHILDREN AFFECTED BY THE AIDS EPIDEMIC IN KENYA 2600 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 AVON WALK FOR BREAST CANCER 33 BROAD STREET SUITE 700 BOSTON MA 02109 N/A EXEMPT DONATION TO HELP FIGHT BREAST CANCER 5000 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 10000 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 100000 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 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 25000 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 500 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 325000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 N/A EXEMPT DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS 5000 GENTLE GIANTS DRAFT HORSE RESCUE 17250 OLD FREDERICK ROAD MOUNT AIRY MD 21771 N/A EXEMPT TO ASSIST IN THE CARE OF ABANDONED AND NEGLECTED DRAFT HORSES 500 GUADALUPE CENTERS INC 1015 AVENIDA CESAR E CHAVEZ KANSAS CITY MO 64108 N/A EXEMPT DONATION TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS IN THE LATINO COMMUNITIES OF GREATER KANSAS CITY 1500 HABITAT FOR HUMANITY 270 HABITAT STREET AMERICUS GA 31709 N/A EXEMPT DONATION TO HELP CREATE A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE 200 HOUSE OF HOPE PO BOX 4073 OVERLAND PARK KS 66204 N/A EXEMPT DONATION TO PROVIDE A COMPREHENSIVE RESIDENTIAL TREATMENT PROGRAM FOR HURTING TEENS WITH THE ULTIMATE GOAL OF FAMILY UNIT RESTORATION 500 INDIA DEVELOPMENT AND RELIEF FUND (IDRF) 5821 MOSSROCK DRIVE NORTH BETHESDA MD 20852 N/A EXEMPT DONATION TO BRING SUSTAINABLE SOCIO-ECONOMIC DEVELIOPMENT TO REMOTE PARTS OF INDIEA, WITH A SPECIAL FOCUS ON WOMEN AND CHILDREN 10000 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. 800 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 25000 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 200000 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 500 PATHWAY TO HOPE 520 S HARRISON 206 OLATHE KS 66061 N/A EXEMPT DONATION TO PROVIDE EDUCATION, SUPPORT, AND ADVOCACY FOR INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS 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. 7500 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 SALVATION ARMY 1110 EAST TRUMAN ROAD KANSAS CITY MO 64108 N/A EXEMPT DONATION TO SUPPORT THE MISSIONS OF THE SALVATION ARMY 25000 SAVE A LIMB 2401 W BELVEDERE AVENUE BALTIMORE MD 21215 N/A EXEMPT DONATION TO HELP FUND THE EFFORT TO PROVIDE RESEARCH AND TREATMENT FOR THE LESS FORTUNATE FAMILIES THROUGHOUT THE WORLD 500 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 ST AGNES GIVING TREE 5250 MISSION ROAD ROELAND PARK KS 66205 N/A EXEMPT DONATIO TO HELP THE CATHOLIC CHURCH DISTRIBUTE CHRISTMAS PRESENTS TO THE LESS FORTUNATE 500 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 DEVELOPMENTAL DELAYS AND DISABILITIES, REGARDLESS OF THEIR FAMILIES' ABILITY TO PAY 250 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 200 THE LOVE FUND 3030 SUMMIT STREET KANSAS CITY MO 64108 N/A EXEMPT DONATION TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN 25000 THE SHELTER INC 105 W 11TH STREET LAWRENCE KS 66044 N/A EXEMPT DONATION TO IMPROVE THE LIVES OF CHILDREN AND FAMILIES, WITH A FOCUS ON CHILDREN IN DOUGLAS COUNTY AND NORTHEAST KANSAS 1000 UMKC ALUMNI FUND 5100 ROCKHILL ROAD KANSAS CITY MO 64110 N/A EXEMPT DONATION TO HELP PROVIDE DIRECT ASSISTANCE TO WORTHY STUDENTS 10000 UMKC RINEHART FOUNDATION 650 EAST 25 STREET KANSAS CITY MO 64108 N/A EXEMPT DONATION TO THE UMKC SCHOOL OF DENITISTRY 2500 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 204444 UNIVERSITY ACADEMY 6801 HOLMES ROAD KANSAS CITY MO 64131 N/A EXEMPT DONATION TO HELP CHILDREN PREPARE FOR A SECONDARY EDUCATION AND BECOME LEADERS 25000 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 10000 UNIVERSITY OF KANSAS HOSPITAL 3901 RAINBOW BOULEVARD KANSAS CITY KS 66160 N/A EXEMPT DONATION TO PROVIDE FUNDING FOR THE HOSPITAL 1000 WAYSIDE WAIFS 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 N/A EXEMPT PROVIDE SUPPORT FOR HOMELESS PETS 100000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A EXEMPT DONATION TO HELP WORKING WITH CHILDREN, FAMILIES, AND THEIR COMMUNITIES WORLDWIDE TO REACH THEIR FULL POTENTIAL BY TACKLING THE CAUSES OF POVERTY AND INJUSTICE 250 1490144 0 14 336921 14 465678 14 8020 18 -92122 UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 525990 -260040 -260040 718497 0 458457 0 0 0 0 0 0 0 0 0 0 MARKSNELSON VOHLAND CAMPBELL RADETIC LLC 28480 28480 0 COUNTRY CLUB TRUST CO - FIXED INCOME INVESTMENTS 13179534 14120366 COUNTRY CLUB TRUST CO - EQUITY INVESTMENTS 9211880 9726154 INVESTMENT IN PUBLICLY TRADED SECURITIES AT COST 2819076 4099766 LATHROP & GAGE 2776 2776 0 HOT ASSET CALCULATION - BASIS ADJUSTMENT 23198 NON-DEDUCTIBLE ITEMS FROM PARTNERSHIP FLOWTHROUGHS 1383 INVESTMENT MANAGEMENT EXPENSES 115444 115444 0 ADDITIONAL CHARITABLE CONTRIBUTIONS FROM PARTNERSHIPS 276 276 0 OTHER DEDUCTIONS FROM PARTNERSHIPS 4513 4513 0 INVESTMENT EXPENSE - COUNTRY CLUB TRUST 609 609 0 INCOME/LOSS FROM PARTNERSHIP IN EXCESS OF UBTI 3097 3097 3097 OTHER INCOME 11 11 11 PPL CORP UNIT 4912 4912 4912 UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS -260040 -260040 CALL ADVANCES 92841 38875 FOREIGN TAXES PAID 9261 9261 0 FEDERAL TAX PAID 10000 0 0