2012-11-15T16:39:37-06:00 2011-12-31 481238645 MARKSNELSON VOHLAND CAMPBELL RADETIC LLC 1310 E 104TH ST SUITE 300 KANSAS CITY MO 64131 990PF 2011-01-01 276825262 KELLY FAMILY FOUNDATION KELL 9137646495 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 BONNIE C KELLY 9137646495 2012-11-13 1 BARBARA J PLATTNER P00035122 8167437700 2011 2016-02-24 21:20:13Z X 29984117 X X 153779 142248 312941 310319 278081 8300985 274313 -303929 5470 440872 732350 0 0 0 5511 5511 0 9697 8024 0 120260 119877 0 135468 133412 0 1437450 1437450 1572918 133412 1437450 -1132046 598938 15864955 2052935 2052935 88262 7605385 9989630 9772436 2817736 13853791 14288689 3588587 2886523 3870057 29964925 28782879 29984117 57298 92841 57298 92841 X 0 0 0 0 29907627 28690038 29907627 28690038 29964925 28782879 29907627 -1132046 0 28775581 85543 28690038 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 274313 0 100000 29522996 0.003387 0.003387 0.003387 29119000 98626 5989 104615 1437450 X 5989 0 5989 0 5989 10000 10000 70 3941 3941 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 RYAN DELKA 12191 SOUTH SUNRAY DRIVE OLATHE KS 66061 1.00 0 0 0 BONNIE KELLY 10393 SOUTH HIGHLAND CIRCLE OLATHE KS 66061 1.00 0 0 0 NONE 0 NONE 0 0 27257722 2304715 0 29562437 0 0 29562437 443437 29119000 1455950 1455950 5989 5989 1449961 0 1449961 0 1449961 1437450 0 1437450 5989 1431461 1449961 336301 0 0 1437450 336301 0 0 1101149 0 0 0 0 0 0 0 0 348812 0 0 0 BONNIE KELLY 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. A SAFE HAVEN 2750 WEST ROOSEVELT ROAD CHICAGO IL 60608 N/A EXEMPT DONATION TO ASSIST THE HOMELESS IN GETTING THEIR LIVES BACK 10000 ALEXANDRA'S HOUSE 638 W 39TH TERRACE KANSAS CITY MO 64111 N/A EXEMPT SUPPORT FOR THE NEWBORN HOSPICE PROGRAM 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 5000 CATHOLIC EDUCATION FOUNDATION 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 N/A EXEMPT DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDER-PRIVELAGED CHILDREN 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 25000 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 25300 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD 2ND FLOOR BETHESDA MD 20814 N/A EXEMPT DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS 5000 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 250000 HARVESTERS 3801 TOPPING AVENUE KANSAS CITY MO 64129 N/A EXEMPT DONATION TO HELP FEED THE HUNGRY 1500 HELZBERG ENTREPRENEURIAL MENTORING PROGRAM 2000 BALTIMORE AVENUE SUITE 200 KANSAS CITY MO 64108 N/A EXEMPT DONATION TO HELP ENTREPRENUERS SUCCEED IN THEIR BUSINESSES 10000 HOLY CROSS CATHOLIC SCHOOL 8101 WEST 95TH STREET OVERLAND PARK KS 66212 N/A EXEMPT DONATION TO HELP KIDS GET A CATHOLIC EDUCATION 250000 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 25000 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 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 45000 LEMONS FOR LIFE 26200 W 11TH TERRACE OLATHE KS 66061 N/A EXEMPT DONATION TO ASSIST FAMILIES IN NEED IN THE OLATHE, KS AREA 5000 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 1000 PAWS WITH A CAUSE 4646 SOUTH DIVISION WAYLAND MI 49348 N/A EXEMPT DONATION TO HELP PROVIDE PEOPLE WITH DISABILITIES WITH TRAINED ASSISTANCE DOGS 1000 SALVATION ARMY 1110 EAST TRUMAN ROAD KANSAS CITY MO 64108 N/A EXEMPT DONATION TO SUPPORT THE MISSIONS OF THE SALVATION ARMY 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 THE LOVE FUND 3030 SUMMIT STREET KANSAS CITY MO 64108 N/A EXEMPT DONATION TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN 25000 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 500000 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 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 100000 1437450 0 14 153779 14 312941 14 5240 18 278081 UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 525990 -309169 -309169 750041 0 440872 0 0 0 0 0 0 0 0 0 0 COUNTRY CLUB TRUST CO - FIXED INCOME INVESTMENTS 13853791 14288689 COUNTRY CLUB TRUST CO - EQUITY INVESTMENTS 9989630 9772436 INVESTMENT IN PUBLICLY TRADED SECURITIES AT COST 2886523 3870057 LATHROP & GAGE 5511 5511 0 TO CONVERT BOOK BASIS BALANCE SHEET TO TAX BASIS 15635 PRIOR YEAR ADJUSTMENTS 22887 HOT ASSET CALCULATION 38141 NON-DEDUCTIBLE ITEMS 8880 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 INCOME/LOSS FROM PARTNERSHIP IN EXCESS OF UBTI 1299 1529 1299 OTHER INCOME 3941 3941 3941 UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS -309169 -309169 CALL ADVANCES 57298 92841 FOREIGN TAXES PAID 9697 8024 0