THE BRAD AND LINDA FINKLE FAMILY FOUNDATION: Form 990PF, tax year 2025
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- Organization
- THE BRAD AND LINDA FINKLE FAMILY FOUNDATION (EIN 47-6700757)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-01
- IRS object ID
- 202641829349100114
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-01T11:04:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202069908 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'HALLORAN SHERMAN ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 W 110TH ST SUITE 150 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 | 476700757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD & LINDA FINKLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 9134915108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2804 W 117TH STREET | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY G FINKLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8165230280 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY R SHERMAN | PreparerPersonNm |
| PTIN | P00250764 | PTIN |
| Phone | 9133418500 | PhoneNum |
| Preparation | 2026-06-22 | 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 | $9,131,212 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38,285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,209,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,260,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,209,101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,407,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,407,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,618 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,825 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $539,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,867,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,368,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $914,574 | CashBOYAmt |
| Cash EOY | $56,122 | CashEOYAmt |
| Cash EOYFMV | $56,122 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,407,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,493,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,318,938 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,029,594 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,491,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,530,439 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $178,347 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $225,713 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,351,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,219,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,131,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,351,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,219,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,351,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,219,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,351,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,219,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,351,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,867,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,219,663 | SubtotalAmt |
| Other Decreases | $215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,219,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1508.068 SHS NEUBERGER BERMAN GENESIS INST | P | 2025-02-18 | 2025-08-01 | $93,892 | $100,000 | -$6,108 | -$6,108 |
| 1668.335 SHS NEUBERGER BERMAN GENESIS INST | P | 2025-03-28 | 2025-08-01 | $103,871 | $100,000 | $3,871 | $3,871 |
| 4325 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-02-22 | $215,094 | $215,061 | $33 | $33 |
| 5000 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-06 | $247,968 | $247,968 | $0 | $0 |
| 3100 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-18 | 2025-03-10 | $153,802 | $153,802 | $0 | $0 |
| 1900 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-18 | 2025-03-17 | $94,285 | $94,285 | $0 | $0 |
| 745 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-17 | $36,970 | $36,970 | $0 | $0 |
| 3100 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-17 | $153,833 | $153,833 | $0 | $0 |
| 745 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-18 | 2025-03-25 | $36,996 | $36,996 | $0 | $0 |
| 3100 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-18 | 2025-03-25 | $153,942 | $153,942 | $0 | $0 |
| 1255 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-25 | $62,322 | $62,405 | -$83 | -$83 |
| 1900 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-25 | $94,352 | $94,815 | -$463 | -$463 |
| 525 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-28 | $26,102 | $26,165 | -$63 | -$63 |
| 3100 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-03-28 | $154,129 | $155,079 | -$950 | -$950 |
| 220 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-04-01 | $10,899 | $10,964 | -$65 | -$65 |
| 3030 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-04-01 | $150,102 | $150,667 | -$565 | -$565 |
| 3100 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-06-02 | $153,585 | $154,147 | -$562 | -$562 |
| 1000 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-06-20 | $49,695 | $49,725 | -$30 | -$30 |
| 2815 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-08-26 | $140,139 | $139,976 | $163 | $163 |
| 100 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-10-02 | $4,966 | $4,972 | -$6 | -$6 |
| 2025 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-10-20 | $100,764 | $100,693 | $71 | $71 |
| 3015 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-10-21 | $150,032 | $149,921 | $111 | $111 |
| 40 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-11-04 | $1,986 | $1,989 | -$3 | -$3 |
| 5027 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-11-18 | $249,943 | $249,967 | -$24 | -$24 |
| 20 SHS PGIM TR ULTRA SHORT ETF | P | 2025-02-24 | 2025-12-08 | $993 | $995 | -$2 | -$2 |
| 35 SHS TRANSDIGM GROUP INC | P | 2024-11-13 | 2025-06-20 | $50,184 | $47,809 | $2,375 | $2,375 |
| 2049 SHS GALLAGHER ARTHUR J & CO | D | 2025-02-07 | $658,200 | $91,857 | $566,343 | $566,343 | |
| 2406 SHS GALLAGHER ARTHUR J & CO | D | 2025-02-07 | $772,879 | $107,861 | $665,018 | $665,018 | |
| 3545 SHS GALLAGHER ARTHUR J & CO | D | 2025-02-07 | $1,138,760 | $158,922 | $979,838 | $979,838 | |
| .5 SHS SOLSTICE ADVANCED MATLS INC | D | 2025-10-30 | $22 | $5 | $17 | $17 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-06-10 | $12 | $12 | $12 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-07-11 | $12 | $12 | $12 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-08-08 | $12 | $12 | $12 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-09-10 | $12 | $12 | $12 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-10-07 | $13 | $13 | $13 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-11-14 | $16 | $16 | $16 | |
| SPDR GOLD MINISHARES TRUSTS | P | 2025-06-02 | 2025-12-05 | $15 | $15 | $15 | |
| CAPITAL GAINS DIVIDENDS | P | $93 | $93 | $93 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,209,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,790 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $42,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,790 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $198 | EsPenaltyAmt |
| Overpayment | $34,674 | OverpaymentAmt |
| Applied To ES Tax | $34,674 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRADLEY G FINKLE | IndividualWithBooksNm |
| Phone | 9134915108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2804 W 117TH STREET | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY G FINKLE | ||||||||
| 2804 W 117TH STREET | LEAWOOD | KS | 66211 | GRANTOR/TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA M FINKLE | ||||||||
| 2804 W 117TH STREET | LEAWOOD | KS | 66211 | GRANTOR/TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN I NEWMARK | ||||||||
| 12110 BRIAR STREET | OVERLAND PARK | KS | 66209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID M FINKLE | ||||||||
| 4305 W 125TH TERRACE | LEAWOOD | KS | 66209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S CHARITABLE ACTIVITY WAS CASH CONTRIBUTIONS PAID DIRECTLY TO TAX-EXEMPT CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,723,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,691 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,228,716 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,106,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,106,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,970,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $448,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $448,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,918 | TotalTaxAmt |
| Distributable Before Adj | $415,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $415,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $415,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $415,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,144 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,144 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,856 | 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 | $102,739 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY G FINKLE | ContributingManagerNm |
| Contributing Manager | LINDA M FINKLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | N/A - NONE | PC | HELP CHILDREN LIVING IN POVERTY LIVE TO THEIR FULLEST POTENTIAL BY PROVIDING A SAFE, LOVING AND EDUCATIONAL ENVIRONMENT. | $15,000 |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH STREET STE 103 | OVERLAND PARK | KS | 66211 | N/A - NONE | PC | PROVIDE ESSENTIAL HUMAN SERVICES FOR PEOPLE FACING CHALLENGES IN EVERYDAY LIFE OR TIMES OF CRISIS REGARDLESS OF FAITH, AGE, CULTURE OR LIFESTYLE. | $30,000 |
| SAFEHOME | |||||||
| PO BOX 4563 | OVERLAND PARK | KS | 66204 | N/A - NONE | PC | PROVIDE SHELTER, ADVOCACY, COUNSELING AND PREVENTION EDUCATION TO VICTIMS OF DOMESTIC ABUSE AND THEIR CHILDREN. | $15,000 |
| KANSAS CITY PBS | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | N/A - NONE | PC | TO EDUCATE AND ENRICH THE COMMUNITY WITH QUALITY PROGRAMMING AND SERVICES THAT ENTERTAIN, CHALLENGE MINDS AND CONTRIBUTE TO A LIFE OF LEARNING. | $50,000 |
| BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | N/A - NONE | PC | SUPPORT THE DEVELOPMENT OF CHARACTER AND LIFE ENHANCING SKILLS IN YOUTHS. | $15,000 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 4600 THE PASEO | KANSAS CITY | MO | 64110 | N/A - NONE | PC | ASSIST INDIVIDUALS AND FAMILIES BY PROVIDING SUPPORT,PERSONAL DEVELOPMENT, EMPLOYMENT AND TRAINING SERVICES. | $60,000 |
| KCUR | |||||||
| 4825 TROOST SUITE 202 | KANSAS CITY | MO | 64110 | N/A - NONE | PC | COMMITMENT TO ACCURATE, CREDIBLE, AND UNBIASED REPORTING THAT INFORMS, ENGAGES, ENTERTAINS, AND ENRICHES BOTH INDIVIDUALS AND OUR DIVERSE COMMUNITY. | $50,000 |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | N/A - NONE | PC | IMPROVE THE HEALTH AND WELL BEING OF CHILDREN BY PROVIDING COMPREHENSIVE FAMILY-CENTERED HEALTH CARE | $25,000 |
| HABITAT FOR HUMANITY | |||||||
| 1423 LINWOOD BLVD | KANSAS CITY | MO | 64109 | N/A - NONE | PC | SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE | $10,000 |
| HARVESTERS | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | N/A - NONE | PC | PROVIDE FAMILIES IN NEED WITH FOOD | $20,000 |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4949 CHERRY STREET | KANSAS CITY | MO | 64110 | N/A - NONE | PC | PURSUES THEATRICAL EXCELLENCE AND ADVANCES THE ART FORM, CREATING AND SHARING STORIES AT THE CENTER OF THE NATION'S CREATIVE CROSSROADS | $15,000 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | N/A - NONE | PC | TO SUPPORT CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO CHOOSE OUR COMMUNITY BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL, TRAINING, AND EMPLOYMENT SERVICES | $15,000 |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY | |||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | N/A - NONE | PC | TO REDUCE THE BURDEN OF CHILDHOOD ILLNESS ON CHILDREN AND THEIR FAMILIES | $15,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A - NONE | PC | TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT | $15,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET STE 201 | OVERLAND PARK | KS | 66211 | N/A - NONE | PC | TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD | $25,000 |
| TOURISM CARES | |||||||
| 95 WASHINGTON STREET 224-114 | CANTON | MA | 02021 | N/A - NONE | PC | TO FURTHER SUPPORT TOURISM CARES' MISSION TO PRESERVE AND ENHANCE THE TRAVEL EXPERIENCE FOR FUTURE GENERATIONS | $25,000 |
| THE TEMPLE CONGREGATION B'NAI JEHUDAH | |||||||
| 12320 NALL AVE | OVERLAND PARK | KS | 66209 | N/A - NONE | PC | TO NURTURE JEWISH MEANING, CONNECTION AND CONTINUITY | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,285 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,209,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,407,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,407,488 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,835 | Amt |
| Net Investment Income | $1,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JABIL INC 5.45% | $101,424 | $103,292 |
| DIGITAL REALTY TRUST LP 3.6% | $95,447 | $98,016 |
| WEYERHAEUSER CO 4% | $97,365 | $99,012 |
| AMERICAN TOWER CORP 2.9% | $91,860 | $94,863 |
| SYSCO CORP 2.4% | $89,954 | $93,104 |
| STANLEY BLACK & DECKER INC 2.3% | $88,574 | $91,646 |
| BROOKFIELD FINANCE INC 4.35% | $98,538 | $100,439 |
| GOLDMAN SACHS GROUP INC 5.727% | $103,294 | $104,490 |
| QUANTA SERVICES INC 2.9% | $91,102 | $93,656 |
| CROWN CASTLE INC 2.5% | $85,503 | $89,500 |
| ARES CAPITAL CORP 3.2% | $85,444 | $88,831 |
| 9313 SHS PGIM TR ULTRA SHORT ETF | $462,750 | $461,832 |
| CORPORATE BONDS - ACCRUED INTEREST | $0 | $11,758 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 710 SHS ABBVIE INC | $38,154 | $162,228 |
| 460 SHS ALPHABET INC | $6,453 | $144,348 |
| 140 SHS AMGEN INC | $21,685 | $45,823 |
| 494 SHS BERKSHIRE HATHAWAY CL-B NEW | $46,243 | $248,309 |
| 776 SHS COGNIZANT TECHNOLOGY SOLUTIONS CL A | $26,949 | $64,408 |
| 12000 SHS ARTHUR J GALLAGHER & CO | $179,320 | $1,035,160 |
| 310 SHS HONEYWELL INTL INC | $25,106 | $60,478 |
| 1868 SHS ISHARES RUSSELL 3000 ETF | $182,648 | $722,636 |
| 330 SHS JOHNSON & JOHNSON | $37,561 | $68,294 |
| 1345 SHS JPMORGAN CHASE & CO | $84,011 | $433,386 |
| 1400 SHS MICROSOFT CORP | $71,287 | $677,068 |
| 712 SHS NEXTERA ENERGY INC | $10,546 | $57,159 |
| 17 SHS BOOKING HOLDINGS INC | $5,617 | $91,041 |
| 232 SHS UNION PACIFIC CORP | $15,476 | $53,666 |
| 140 SHS UNITEDHEALTH GP INC | $10,409 | $46,215 |
| 600 SHS VISA INC | $50,535 | $210,426 |
| 220 SHS ACCENTURE PLC IRELAND CL A | $15,523 | $59,026 |
| 400 SHS AMAZON COM INC | $39,737 | $92,328 |
| 392 SHS APPLE INC | $10,998 | $106,569 |
| 215 SHS VERISK ANALYTICS INC | $12,967 | $48,093 |
| 300 SHS ADVANCED MICRO DEVICES | $42,903 | $64,248 |
| 165 SHS THERMO FISHER SCIENTIFIC | $78,310 | $95,609 |
| 40 SHS TRANE TECHNOLOGIES | $16,791 | $15,568 |
| 225 SHS ECOLAB INC | $56,768 | $59,067 |
| 520 SHS GILEAD SCIENCE | $56,820 | $63,825 |
| 77 SHS SOLTICE ADVANCED MATLS INC | $1,544 | $3,741 |
| 150 SHS STYKER CORP | $56,536 | $52,721 |
| 3470 SHS ISHARES INC MSCI JAPAN ETF | $241,965 | $280,168 |
| 7260 SHS ISHARES MSCI EAFE ETF | $629,882 | $697,178 |
| 2250 SHS ISHARES MSCI EMERGING MKTS ETF | $98,483 | $123,098 |
| 2905 SHS ISHARES RUSSELL MIDCAP G ETF | $368,026 | $397,810 |
| 3300 SHS ISHARES RUSSELL MIDCAP V ETF | $425,506 | $465,465 |
| 6453 SHS PRINCIPAL U.S. SMALL-CAP ETF | $343,965 | $372,531 |
| 11306.062 SHS GQG PARTNERS EMRG MKTS EQ INS | $185,000 | $201,248 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 230 SHS PROLOGIS INC | AT COST | $24,627 | $29,362 |
| 2300 SHS SPDR GOLD MINISHARES TRUST | AT COST | $153,720 | $196,351 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT - MORGAN STANLEY CAPITAL MANAGEMENT, LLC | Desc |
| Amt | $215 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $34,618 | Amt |
| Net Investment Income | $34,618 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $50,301 | $0 | $0 |
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $2,825 | $2,825 | $0 |