LORDI MARKER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LORDI MARKER FAMILY FOUNDATION (EIN 20-3406848)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201241369349100139
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:37:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752986125 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATUS GROUP LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 TOMAHAWK CREEK PARKWAY STE 31 | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | 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 | 203406848 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORDI MARKER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LORD | NameControl |
| Phone | 8164440330 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR DENNIS C MARKER | Name |
| Title | PRESIDENT | Title |
| Phone | 8164440330 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00547684 | PTIN |
| Phone | 9136479750 | 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 | 3416107 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 25047 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25047 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 52540 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52540 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1037 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 215815 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1037 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1218 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 579842 | TotalRevenueAndExpenses |
| Total Net Investment Income | 78624 | 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 |
| Accounting Fees Rev And Expnss | 1627 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 813 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 814 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1502 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1502 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2086 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2086 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5215 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4401 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 814 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 148500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 148500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 153715 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4401 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 149314 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 426127 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74223 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 524792 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 245374 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 245374 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2322556 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3028101 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3170733 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2847348 | TotalAssetsBOY |
| Total Assets EOY | 3273475 | TotalAssetsEOY |
| Total Assets EOYFMV | 3416107 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 2847348 | RetainedEarningsBOY |
| Retained Earnings EOY | 3273475 | RetainedEarningsEOY |
| Total Net Assets BOY | 2847348 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3273475 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2847348 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3273475 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2847348 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 426127 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3273475 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3273475 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 25000 UNITS ALLSTATE BANK CD | P | 2008-11-03 | 2011-11-16 | 25000 | 25155 | -155 | -155 |
| 50000 UNITS FIRESIDE BANK CD | P | 2007-06-14 | 2011-03-16 | 50000 | 49623 | 377 | 377 |
| 90000 UNITS FIRSTBANK PR CD | P | 2009-12-10 | 2011-12-16 | 90000 | 90000 | 0 | 0 |
| 50000 UNITS WACHOVIA BK CD | P | 2008-09-23 | 2011-09-30 | 50000 | 50000 | 0 | 0 |
| WPX ENERGY INC | P | 2007-12-10 | 2011-12-30 | 6 | 6 | 6 | |
| CAPITAL GAINS DIVIDENDS | P | 809 | 809 | 809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1037 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 93123 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2504940 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037176 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 62099 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1845421 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033650 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 67594 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1526757 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044273 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61973 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1132316 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054731 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 57332 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 605107 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.094747 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.264577 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052915 | AverageDistributionRatio |
| Net Noncharitable Assets | 3110250 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 164579 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 742 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 165321 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 149314 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1484 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1484 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1484 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1400 | TotalCreditsAndPayments |
| Tax Due | 84 | TaxDue |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 | MR DENNIS C MARKER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8164440330 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64113 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 2.50 | 0 | 0 | 0 |
| SUSAN LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 2.50 | 0 | 0 | 0 |
| SARA LORDI MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| DAVID MARKER | ||||||||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 0.50 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Description2 | NONE | Description2 |
| Amount2 | 0 | Amount2 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2795270 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 362344 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3157614 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3157614 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 47364 | CashDeemedCharitable |
| Net Noncharitable Assets | 3110250 | NetNoncharitableAssets |
| Minimum Investment Return | 155513 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 155513 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1484 | TaxBasedOnInvestmentIncome |
| Total Tax | 1484 | TotalTax |
| Distributable Amount Before Adj | 154029 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 154029 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 154029 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 149314 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 149314 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 149314 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 154029 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 32776 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 149314 | QualifyingDistributions |
| Applied To Year1 | 32776 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 116538 | 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 | 37491 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MR DENNIS C MARKER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1216 W 57TH TERRACE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8164440330 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVED | FormAndInfoAndMaterials |
| Submission Deadlines | BY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31 | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $21,500 |
| ARTS COUNCIL OF KC | |||||||
| 906 GRAND STE 10B | KANSAS CITY | MO | 64106 | N/A | PUBLIC | OPERATIONS | $10,000 |
| UNIVERSITY OF MISSOURI | |||||||
| 109 DONALD W REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | N/A | EDUCATION | OPERATIONS | $6,000 |
| RAINBOW PRE-SCHOOL | |||||||
| 7850 HOLMES | KANSAS CITY | MO | 64131 | N/A | EDUCATION | OPERATIONS | $30,000 |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | N/A | EDUCATION | OPERATIONS | $5,000 |
| KAUFFMAN CENTER FOR PERFORMING ARTS | |||||||
| 906 GRAND 11TH FLOOR | KANSAS CITY | MO | 64106 | N/A | PUBLIC | CAPITAL CAMPAIGN | $40,000 |
| KC ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $3,000 |
| SAVE INC | |||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | N/A | PUBLIC | OPERATIONS | $2,500 |
| MORGAN COUNTY CARING FOR KIDS COALITION | |||||||
| PO BOX 392 | VERSAILLES | MO | 65084 | N/A | PUBLIC | OPERATIONS | $2,000 |
| KC BALLET | |||||||
| 1616 BROADWAY STREET | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $5,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | N/A | PUBLIC | OPERATIONS | $15,000 |
| INCARNATE WORD | |||||||
| 2788 NORMANDY DRIVE | ST LOUIS | MO | 63121 | N/A | PUBLIC | OPERATIONS | $3,000 |
| EM'S SPOTLIGHT | |||||||
| 8257 WORNALL ROAD | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $3,500 |
| NEW REFLECTIONS EAST INC | |||||||
| 6920 PROSPECT AVE | KANSAS CITY | MO | 64132 | N/A | EDUCATION | OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 148500 | 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 | $25,047 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,540 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 211110 | BusinessCode |
| Unrelated Business Income | $1,218 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,037 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $1,218 | UnrelatedBusinessIncomeAmount |
| Exclusion | $78,624 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 79842 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DENNIS C MARKER | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | 250000 | X |
| 2 | SUSAN LORDI MARKER | 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 | 250000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE STRATUS GROUP | Category |
| Amount | $1,627 | Amount |
| Net Investment Income | 813 | NetInvestmentIncome |
| Disbursements Charitable Prps | 814 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MORGAN STANLEY SMITH BARNEY | NameOfStock |
| EOY Book Value | 3028101 | EOYBookValue |
| EOYFMV | 3170733 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | 1970 | 1970 | 0 |
| MISCELLANEOUS EXPENSE | 116 | 116 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENTERPRISE PRODUCTS PARTNERS K-1 - DISTRIBUTION | Description |
| Revenue And Expenses Per Books | 1218 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 1218 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| SUSAN LORDI MARKER | |||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 |
| DENNIS C MARKER | |||
| 1216 W 57TH TERRACE | KANSAS CITY | MO | 64113 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 990-PF | $102 | 102 | 0 |
| 2011 990-W | $1,400 | 1400 | 0 |
Comments