JOANN & JIM FRANCIS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOANN & JIM FRANCIS FOUNDATION (EIN 81-1157275)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-02
- IRS object ID
- 202611539349100616
- Schema version
- 2025v4.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-02T13:01:09-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811157275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN & JIM FRANCIS FOUNDATION 15185100 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 8165848183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5313 BLUFF WAY | AddressLine1Txt |
| City | PARKVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R FRANCIS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8165848183 | PhoneNum |
| Signature | 2026-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,360,085 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $72,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,027,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,539 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $328 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,565 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,282 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,282 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $477 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $139,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,555 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,076 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,188,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,330,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,305,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,246,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,385,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,360,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,246,020 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,385,580 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,246,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,385,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,246,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,385,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,246,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $139,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30 | OtherIncreasesAmt |
| Subtotal | $2,385,666 | SubtotalAmt |
| Other Decreases | $86 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,385,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 66. TRAVELERS COS INC/THE | 2023-09-08 | 2025-01-13 | $15,338 | $8,860 | $6,478 | $6,478 | |
| 57. APPLE COMPUTER INC | 2020-03-23 | 2025-02-13 | $13,704 | $3,104 | $10,600 | $10,600 | |
| 5565.847 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-09-08 | 2025-02-13 | $67,124 | $66,262 | $862 | $862 | |
| 1480. ISHARES INTERMEDIATE GOVERNM | 2023-09-08 | 2025-02-13 | $154,478 | $151,057 | $3,421 | $3,421 | |
| 30. ISHARES U.S. AEROSPACE & DEF | 2015-08-27 | 2025-02-13 | $4,656 | $1,703 | $2,953 | $2,953 | |
| 194. J P MORGAN CHASE & CO | 2023-04-21 | 2025-02-13 | $53,278 | $27,344 | $25,934 | $25,934 | |
| 2759.188 MFS INSTL INTL EQUITY FUND | 2023-09-08 | 2025-02-13 | $100,600 | $85,284 | $15,316 | $15,316 | |
| 188. MICROSOFT CORP | 2023-04-21 | 2025-02-13 | $77,202 | $53,726 | $23,476 | $23,476 | |
| 1748.634 TRIBUTARY SMALL COMP-INST+ | 2023-09-08 | 2025-02-13 | $54,400 | $49,847 | $4,553 | $4,553 | |
| 10633.101 VANGUARD DEV MKT INDX-ADM | 2023-09-11 | 2025-02-13 | $176,084 | $150,476 | $25,608 | $25,608 | |
| 410.896 VANGUARD SML CAP INDX-ADM | 2023-09-11 | 2025-02-13 | $48,806 | $40,673 | $8,133 | $8,133 | |
| 23. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $3,568 | $4,246 | -$678 | -$678 | |
| 16. AUTODESK INC | 2024-11-20 | 2025-03-19 | $4,300 | $4,922 | -$622 | -$622 | |
| 20. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $4,317 | $5,066 | -$749 | -$749 | |
| 32. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $7,669 | $4,510 | $3,159 | $3,159 | |
| 8. PARKER HANNIFIN CORP | 2023-09-08 | 2025-03-19 | $5,040 | $3,079 | $1,961 | $1,961 | |
| 14. EATON CORP PLC | 2023-09-08 | 2025-03-19 | $4,131 | $3,298 | $833 | $833 | |
| 69. APPLE COMPUTER INC | 2020-03-23 | 2025-04-16 | $13,325 | $2,908 | $10,417 | $10,417 | |
| 57. PROLOGIS INC | 2023-09-08 | 2025-04-16 | $5,695 | $6,987 | -$1,292 | -$1,292 | |
| 5. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $6,358 | $7,132 | -$774 | -$774 | |
| 41. ALPHABET INC | 2023-09-08 | 2025-05-21 | $6,926 | $5,587 | $1,339 | $1,339 | |
| 16. DANAHER CORP | 2024-08-21 | 2025-05-21 | $2,996 | $4,331 | -$1,335 | -$1,335 | |
| 24. DANAHER CORP | 2023-09-08 | 2025-05-21 | $4,494 | $4,964 | -$470 | -$470 | |
| 19. UNITEDHEALTH GROUP INC | 2023-09-08 | 2025-05-21 | $5,767 | $8,844 | -$3,077 | -$3,077 | |
| 185. ISHARES U.S. AEROSPACE & DEF | 2015-08-27 | 2025-06-06 | $33,710 | $10,499 | $23,211 | $23,211 | |
| 185. ISHARES U.S. AEROSPACE & DEF | 2015-08-27 | 2025-06-25 | $33,605 | $10,499 | $23,106 | $23,106 | |
| 177. COMCAST CORP-CLASS A | 2023-09-08 | 2025-08-20 | $5,898 | $7,961 | -$2,063 | -$2,063 | |
| 179. COPART INC | 2024-06-20 | 2025-08-20 | $8,541 | $9,653 | -$1,112 | -$1,112 | |
| 21. LPL FINANCIAL HOLDINGS INC | 2025-01-22 | 2025-09-17 | $7,049 | $7,497 | -$448 | -$448 | |
| 26. ACCENTURE PLC-CL A | 2023-09-08 | 2025-09-17 | $6,284 | $5,879 | $405 | $405 | |
| 83. INVESCO QQQ TRUST SERIES 1 | 2015-08-27 | 2025-10-06 | $50,496 | $15,071 | $35,425 | $35,425 | |
| 19. ILLINOIS TOOL WORKS INC | 2024-11-20 | 2025-10-22 | $4,817 | $5,063 | -$246 | -$246 | |
| 20. MARSH & MCLENNAN COMPANY INC | 2025-03-19 | 2025-10-22 | $3,779 | $4,654 | -$875 | -$875 | |
| 66. PHILIP MORRIS INTERNATIONAL | 2025-04-16 | 2025-10-22 | $10,344 | $10,370 | -$26 | -$26 | |
| .25 SOLSTICE ADV MATERIALS INC | 2023-09-08 | 2025-11-06 | $12 | $11 | $1 | $1 | |
| 62. DISNEY WALT HOLDING CO | 2025-08-20 | 2025-11-19 | $6,490 | $7,271 | -$781 | -$781 | |
| 43. ORACLE CORPORATION | 2024-10-16 | 2025-11-19 | $9,743 | $7,316 | $2,427 | $2,427 | |
| 11. SOLSTICE ADV MATERIALS INC | 2023-09-08 | 2025-11-19 | $464 | $366 | $98 | $98 | |
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,371 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,539 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,940 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,940 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,228 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,940 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOANN L FRANCIS | ||||||
| 5313 BLUFF WAY | PARKVILLE | MO | 64152 | DIRECTOR | 5 | $0 |
| JAMES R FRANCIS | ||||||
| 5313 BLUFF WAY | PARKVILLE | MO | 64152 | DIRECTOR | 5 | $0 |
| WILLIAM R FRANCIS | ||||||
| 4505 NW ROSSELLA CT | RIVERSIDE | MO | 64150 | DIRECTOR | 5 | $0 |
| UMB BANK | ||||||
| 1010 GRAND AVE | KANSAS CITY | MO | 64106 | TRUSTEE | 2 | $20,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,140,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,228,148 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,228,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,179,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,940 | TotalTaxAmt |
| Distributable Before Adj | $155,046 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,046 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,046 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $144,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,046 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $133,782 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $133,782 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $144,764 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES FRANCIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES FRANCIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5313 BLUFF WAY | AddressLine1Txt |
| City | PARKVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8167608466 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST SUBMIT COMPLETE RECORD AND ALL SUPPORTING MATERIALS AS IT RELATES TO THE ORGANIZATIONS ACTIVITIES AND ITS INTENDED USE FOR THE GRANT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY UNION MISSION | ||||||||
| 1100 EAST 11TH STREET | Kansas City | MO | 64106 | NONE | PC | GENERAL PURPOSES | $8,782 | |
| THE SALVATION ARMY | ||||||||
| 3627 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL PURPOSES | $15,000 | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 2900 NORTH ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | GENERAL PURPOSES | $10,000 | |
| NORTHLAND CATHEDRAL | ||||||||
| 101 NW 99TH STREET | KANSAS CITY | MO | 64155 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| ST JUDE'S HOSPITAL FOR CHILDREN | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | PATIENT NEEDS - ST. LOUIS | $10,000 | |
| Band of Angels | ||||||||
| 11890 W 135TH ST | Overland Park | KS | 66221 | NONE | PC | GENERAL PURPOSES | $7,500 | C/O Mike Myer |
| Beacon of Hope | ||||||||
| PO BOX 125 | Vandalia | MO | 63382 | NONE | PC | GENERAL PURPOSES | $10,000 | |
| Ronald McDonald House Kansas City | ||||||||
| 2502 CHERRY ST | Kansas City | MO | 64108 | NONE | PC | GENERAL PURPOSES | $7,500 | Attn Charles Brown |
| Wyandotte Community Coalition | ||||||||
| PO BOX 4372 | Kansas City | KS | 661044372 | NONE | PC | GENERAL PURPOSES | $5,000 | |
| Tunnel to Towers | ||||||||
| 2361 HYLAN BLVD | Staten Island | NY | 10306 | NONE | PC | GENERAL PURPOSES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,782 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $221,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SEC 897 CAP GAIN | 1 | $81 |
| EXCISE TAX REFUND | 1 | $247 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $294,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,446 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $5 |
| MUTUAL FUND TIMING ADJUSTMENT | $81 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $30 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $317 | $317 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $160 | $160 | $0 |