KELLY FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FAMILY FOUNDATION (EIN 27-6825262)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349101868
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T16:39:37-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481238645 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKSNELSON VOHLAND CAMPBELL RADETIC LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276825262 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KELL | NameControl |
| Phone | 9137646495 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BONNIE C KELLY | Name |
| Title | PRESIDENT | Title |
| Phone | 9137646495 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J PLATTNER | Name |
| PTIN | P00035122 | PTIN |
| Phone | 8167437700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 29984117 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 153779 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 142248 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 312941 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 310319 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 278081 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8300985 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 274313 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -303929 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 5470 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 440872 | TotalRevenueAndExpenses |
| Total Net Investment Income | 732350 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 5511 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 5511 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9697 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8024 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 120260 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 119877 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 135468 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 133412 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1437450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1437450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1572918 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 133412 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1437450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1132046 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 598938 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15864955 | CashBOY |
| Cash EOY | 2052935 | CashEOY |
| Cash EOYFMV | 2052935 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 88262 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 7605385 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9989630 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9772436 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2817736 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 13853791 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 14288689 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3588587 | InvestmentsOtherBOY |
| Investments Other EOY | 2886523 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3870057 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 29964925 | TotalAssetsBOY |
| Total Assets EOY | 28782879 | TotalAssetsEOY |
| Total Assets EOYFMV | 29984117 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 57298 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 92841 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 57298 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 92841 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 29907627 | RetainedEarningsBOY |
| Retained Earnings EOY | 28690038 | RetainedEarningsEOY |
| Total Net Assets BOY | 29907627 | TotalNetAssetsBOY |
| Total Net Assets EOY | 28690038 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 29964925 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 28782879 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 29907627 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1132046 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 28775581 | Subtotal |
| Other Decreases | 85543 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 28690038 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| COUNTRY CLUB TRUST SHORT TERM | P | 7861382 | 7678630 | 182752 | 182752 |
| COUNTRY CLUB TRUST LONG TERM | P | 362165 | 344237 | 17928 | 17928 |
| COUNTRY CLUB TRUST | P | 12255 | 36 | 12219 | 12219 |
| PARTNERSHIP PASSTHROUGH LONG-TERM SALES | P | 274 | 274 | 274 | |
| PARTNERSHIP PASSTHROUGH SHORT-TERM SALES | P | 1 | -1 | -1 | |
| BASIS ADJUSTMENT - PLAINS ALL AMERICAN | P | 37712 | 37712 | 37712 | |
| CAPITAL GAIN DISTRIBUTION | P | 23000 | 23000 | 23000 | |
| BASIS ADJUSTMENT - BLACKSTONE GROUP | P | 429 | 429 | 429 | |
| PRIOR YEAR CAP GAIN | P | 3768 | 3768 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 274313 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 100000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 29522996 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.003387 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.003387 | TotalDistributionRatio |
| Average Distribution Ratio | 0.003387 | AverageDistributionRatio |
| Net Noncharitable Assets | 29119000 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 98626 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5989 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 104615 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1437450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5989 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5989 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5989 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 70 | PenaltyForUnderpayment |
| Overpayment | 3941 | Overpayment |
| Amount Credited To Next Year | 3941 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BONNIE C KELLY CO-TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9137646495 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RYAN DELKA | ||||||||
| 12191 SOUTH SUNRAY DRIVE | OLATHE | KS | 66061 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BONNIE KELLY | ||||||||
| 10393 SOUTH HIGHLAND CIRCLE | OLATHE | KS | 66061 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 27257722 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2304715 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 29562437 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 29562437 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 443437 | CashDeemedCharitable |
| Net Noncharitable Assets | 29119000 | NetNoncharitableAssets |
| Minimum Investment Return | 1455950 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1455950 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5989 | TaxBasedOnInvestmentIncome |
| Total Tax | 5989 | TotalTax |
| Distributable Amount Before Adj | 1449961 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1449961 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1449961 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1437450 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1437450 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5989 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1431461 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1449961 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 336301 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1437450 | QualifyingDistributions |
| Applied To Year1 | 336301 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1101149 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 348812 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BONNIE KELLY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BONNIE KELLY | RecipientName |
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 Number | 9137646495 | RecipientPhoneNumber |
| Form And Info And Materials | UNSPECIFIED | FormAndInfoAndMaterials |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A SAFE HAVEN | |||||||
| 2750 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | N/A | EXEMPT | DONATION TO ASSIST THE HOMELESS IN GETTING THEIR LIVES BACK | $10,000 |
| ALEXANDRA'S HOUSE | |||||||
| 638 W 39TH TERRACE | KANSAS CITY | MO | 64111 | N/A | EXEMPT | SUPPORT FOR THE NEWBORN HOSPICE PROGRAM | $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 | $5,000 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 12615 PARALLEL PARKWAY | KANSAS CITY | KS | 66109 | N/A | EXEMPT | DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDER-PRIVELAGED CHILDREN | $25,000 |
| 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 | $25,000 |
| 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 | $25,300 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD 2ND FLOOR | BETHESDA | MD | 20814 | N/A | EXEMPT | DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS | $5,000 |
| DIRECT SELLING EDUCATION FOUNDATION | |||||||
| 1667 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | N/A | EXEMPT | DONATION TO HELP CONTINUE PROMOTING AWARENESS OF THE DIRECT SELLING INDUSTRY | $250,000 |
| HARVESTERS | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | N/A | EXEMPT | DONATION TO HELP FEED THE HUNGRY | $1,500 |
| HELZBERG ENTREPRENEURIAL MENTORING PROGRAM | |||||||
| 2000 BALTIMORE AVENUE SUITE 200 | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO HELP ENTREPRENUERS SUCCEED IN THEIR BUSINESSES | $10,000 |
| HOLY CROSS CATHOLIC SCHOOL | |||||||
| 8101 WEST 95TH STREET | OVERLAND PARK | KS | 66212 | N/A | EXEMPT | DONATION TO HELP KIDS GET A CATHOLIC EDUCATION | $250,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | EXEMPT | DONATION TO AIDE IN RESEARCH AND SUPPORT FOR THOSE WITH TYPE 1 DIABETES | $25,000 |
| 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 | $25,000 |
| 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 | $45,000 |
| LEMONS FOR LIFE | |||||||
| 26200 W 11TH TERRACE | OLATHE | KS | 66061 | N/A | EXEMPT | DONATION TO ASSIST FAMILIES IN NEED IN THE OLATHE, KS AREA | $5,000 |
| 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 | $150 |
| 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 |
| NATIONAL CONSORTIUM FOR BREAST CANCER | |||||||
| PO BOX 1334 | WARSAW | IN | 46581 | N/A | EXEMPT | DONATION TO HELP AIDE THOSE WITH BREAST CANCER | $1,000 |
| PAWS WITH A CAUSE | |||||||
| 4646 SOUTH DIVISION | WAYLAND | MI | 49348 | N/A | EXEMPT | DONATION TO HELP PROVIDE PEOPLE WITH DISABILITIES WITH TRAINED ASSISTANCE DOGS | $1,000 |
| SALVATION ARMY | |||||||
| 1110 EAST TRUMAN ROAD | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO SUPPORT THE MISSIONS OF THE SALVATION ARMY | $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 |
| THE LOVE FUND | |||||||
| 3030 SUMMIT STREET | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN | $25,000 |
| UMKC RINEHART FOUNDATION | |||||||
| 650 EAST 25 STREET | KANSAS CITY | MO | 64108 | N/A | EXEMPT | DONATION TO THE UMKC SCHOOL OF DENITISTRY | $2,500 |
| 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 | $500,000 |
| UNIVERSITY ACADEMY | |||||||
| 6801 HOLMES ROAD | KANSAS CITY | MO | 64131 | N/A | EXEMPT | DONATION TO HELP CHILDREN PREPARE FOR A SECONDARY EDUCATION AND BECOME LEADERS | $25,000 |
| WANER CHILDREN'S VASCULAR ANOMALY FOUNDATION | |||||||
| 126 W 60TH STREET | NEW YORK | NY | 10023 | N/A | EXEMPT | DONATION TO ASSIST CHILDREN BORN WITH VASCULAR ANOMALIES | $500 |
| WAYSIDE WAIFS | |||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | N/A | EXEMPT | PROVIDE SUPPORT FOR HOMELESS PETS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1437450 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $153,779 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $312,941 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,240 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $278,081 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS | Description |
| Business Code | 525990 | BusinessCode |
| Unrelated Business Income | -$309,169 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$309,169 | UnrelatedBusinessIncomeAmount |
| Exclusion | $750,041 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 440872 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | COUNTRY CLUB TRUST CO - FIXED INCOME INVESTMENTS | NameOfBond |
| EOY Book Value | 13853791 | EOYBookValue |
| EOYFMV | 14288689 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COUNTRY CLUB TRUST CO - EQUITY INVESTMENTS | NameOfStock |
| EOY Book Value | 9989630 | EOYBookValue |
| EOYFMV | 9772436 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PUBLICLY TRADED SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2886523 | BookValue |
| EOYFMV | 3870057 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHROP & GAGE | Category |
| Amount | $5,511 | Amount |
| Net Investment Income | 5511 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TO CONVERT BOOK BASIS BALANCE SHEET TO TAX BASIS | $15,635 |
| PRIOR YEAR ADJUSTMENTS | $22,887 |
| HOT ASSET CALCULATION | $38,141 |
| NON-DEDUCTIBLE ITEMS | $8,880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT EXPENSES | 117646 | 117643 | 0 |
| ADDITIONAL CHARITABLE CONTRIBUTIONS FROM PARTNERSHIPS | 209 | 205 | 0 |
| OTHER DEDUCTIONS FROM PARTNERSHIPS | 1916 | 1616 | 0 |
| INVESTMENT EXPENSE - COUNTRY CLUB TRUST | 489 | 413 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INCOME/LOSS FROM PARTNERSHIP IN EXCESS OF UBTI | 1299 | 1529 | 1299 |
| OTHER INCOME | 3941 | 3941 | 3941 |
| UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS | -309169 | -309169 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CALL ADVANCES | Description |
| BOY Book Value | 57298 | BOYBookValue |
| EOY Book Value | 92841 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $9,697 | Amount |
| Net Investment Income | 8024 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments