JAGODA FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JAGODA FAMILY FOUNDATION (EIN 43-6884619)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-14
IRS object ID: 202421359349103362
Schema version: 2023v5.0
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 Stock Schedule
Other Decreases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-14T11:48:27-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	461261044	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRIEND & ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4200 SOMERSET DRIVE STE 208	AddressLine1Txt
City	PRAIRIE VILLAGE	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	66208	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	436884619	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAGODA FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JAGO	BusinessNameControlTxt
Phone	9133414411	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4190	AddressLine1Txt
City	OVERLAND PARK	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	66204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVE JAGODA	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9133414411	PhoneNum
Signature	2024-05-14	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STEVE	PersonFirstNm
Person Last	JAGODA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DONALD FRIEND II	PreparerPersonNm
PTIN	P00546198	PTIN
Phone	9132135400	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,186,408	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
Dividends Rev And Expnss	$15,023	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$15,023	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$25,379	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$25,379	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$25,379	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$40,402	TotalRevAndExpnssAmt
Total Net Invst Incm	$40,402	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	$2,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$2,500	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,500	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$61,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$61,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$63,500	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,500	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$61,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$23,098	ExcessRevenueOverExpensesAmt
Net Investment Income	$37,902	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$69,565	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$42,501	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$42,501	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$504,918	CorporateStockBOYAmt
Corporate Stock EOY	$504,918	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,143,907	CorporateStockEOYFMVAmt
Total Assets BOY	$574,483	TotalAssetsBOYAmt
Total Assets EOY	$547,419	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,186,408	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$574,483	RetainedEarningBOYAmt
Retained Earning EOY	$547,419	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$574,483	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$547,419	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$574,483	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$547,419	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$574,483	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$23,098	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$551,385	SubtotalAmt
Other Decreases	$3,966	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$547,419	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAINS DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$25,379	GrossSalesPriceAmt
Gain Or Loss	$25,379	GainOrLossAmt
Gains Minus Excess Or Losses	$25,379	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$25,379	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$527	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$527	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$527	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,544	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,544	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,017	OverpaymentAmt
Applied To ES Tax	$1,017	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	0	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	STEVEN D JAGODA	IndividualWithBooksNm
Phone	9133414411	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	7031 W 97TH TERRACE	AddressLine1Txt
City	OVERLAND PARK	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	66204	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

Field	Value	IRS element (for citing)
Person	STEVEN D JAGODA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4190	AddressLine1Txt
City	OVERLAND PARK	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	66204	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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

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	$1,046,739	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$42,559	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,089,298	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,089,298	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$16,339	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,072,959	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$53,648	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$53,648	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$527	TaxBasedOnInvestmentIncomeAmt
Total Tax	$527	TotalTaxAmt
Distributable Before Adj	$53,121	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$53,121	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$53,121	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$61,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$61,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$53,121	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$25,775	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$22,491	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$5,674	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$12,767	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$66,707	TotalExcessDistributionCyovAmt
Qualifying Distributions	$61,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$53,121	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,879	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$74,586	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$25,775	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$48,811	ExcessDistriCyovToNextYrAmt
Excess From Year4	$22,491	ExcessFromYear4Amt
Excess From Year3	$5,674	ExcessFromYear3Amt
Excess From Year1	$12,767	ExcessFromYear1Amt
Excess From Current Year	$7,879	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACADEMY INTEGRATED ARTS (AFIA HOLDING COMPANY)
800 W MEYER BLVD	KANSAS CITY	MO	64113	CHARITABLE	GENERAL USE	$1,000
AMERICAN CANCER SOCIETY
1100 PENNSYLVANIA AVENUE	KANSAS CITY	MO	64105	CHARITABLE	GENERAL USE	$1,000
AMERICAN HEART ASSOCIATION
6800 93RD STREET	OVERLAND PARK	KS	66212	CHARITABLE	GENERAL USE	$500
BIG BROTHERS BIG SISTERS OF GREATER KANSAS CITY
1709 WALNUT STREET	KANSAS CITY	MO	64108	CHARITABLE	GENERAL USE	$2,000
CANINE COMPANIONS FOR INDEPENDENCE
PO BOX 446	SANTA ROSA	CA	954020446	CHARITABLE	GENERAL USE	$500
CHAIN OF HOPE KC
PO BOX 16926	KANSAS CITY	MO	64133	CHARITABLE	GENERAL USE	$500
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROAD	KANSAS CITY	MO	64108	CHARITABLE	GENERAL USE	$5,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVESTE 1100 N	BETHESDA	MD	20814	CHARITABLE	GENERAL USE	$900
HARVESTERS COMMUNITY FOOD NETWORK
3801 TOPPING AVENUE	KANSAS CITY	MO	64129	CHARITABLE	GENERAL USE	$2,100
HAWAII COMMUNITY FOUNDATION
444 HANA HWY SUITE 201	KAHULUI	HI	96732	CHARITABLE	GENERAL USE	$2,000
HIGHLAWN MONTESSORI SCHOOL (ASSOCIATION MONTESSORI INTERNATIONAL)
3531 SOMERSET DRIVE	PRAIRIE VILLAGE	KS	66208	CHARITABLE	GENERAL USE	$2,000
HUMANE SOCIETY OF GREATER KC
5445 PARALLEL PARKWAY	KANSAS CITY	KS	66104	CHARITABLE	GENERAL USE	$1,000
JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY
5801 W 115TH STREET 101	OVERLAND PARK	KS	66211	CHARITABLE	GENERAL USE	$4,500
JEWISH FAMILY SERVICES OF GREATER KANSAS CITY
5801 W 115TH STREET SUITE 103	OVERLAND PARK	KS	66211	CHARITABLE	GENERAL USE	$1,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH STREET 201	OVERLAND PARK	KS	66211	CHARITABLE	GENERAL USE	$4,000
JEWISH NATIONAL FUND
78 RANDALL AVE	ROCKVILLE CTR	NY	11570	CHARITABLE	GENERAL USE	$500
KANSAS CITY STARLIGHT THEATRE
4600 STARLIGHT RD	KANSAS CITY	MO	64132	CHARITABLE	GENERAL USE	$1,000
KANSAS CITY ZOO
6800 ZOO DRIVE	KANSAS CITY	MO	64132	CHARITABLE	GENERAL USE	$2,000
KC PET PROJECT
7077 ELMWOOD AVE	KANSAS CITY	MO	64132	CHARITABLE	GENERAL USE	$1,000
KC REP SPENCER THEATRE(MISSOURI REPERTORY THEATER)
4949 CHERRY STREET	KANSAS CITY	MO	64110	CHARITABLE	GENERAL USE	$1,000
MIDWEST CENTER HOLOCAUST EDUCATION
5801 W 115TH STREET SUITE 106	OVERLAND PARK	KS	66211	CHARITABLE	GENERAL USE	$1,000
MOUNT CARMEL CHURCH
2025 N 12TH ST	KANSAS CITY	KS	66104	CHARITABLE	GENERAL USE	$6,000
NELSON ATKINS MUSEUM OF ART
4525 OAK STREET	KANSAS CITY	MO	64111	CHARITABLE	GENERAL USE	$500
NO KIDS HUNGRY (SHARE OUR STRENGTH)
PO BOX 715475	PHILADELPHIA	PA	19171	CHARITABLE	GENERAL USE	$1,000
OPERATION EQUINE
PO BOX 3343	BOULDER	CO	80307	CHARITABLE	GENERAL USE	$3,000
PET RESOURCE CENTER OF KANSAS CITY (KC SPAY AND NEUTER)
1116 E 59TH STREET	KANSAS CITY	MO	64110	CHARITABLE	GENERAL USE	$1,000
SHALOM ORLANDO
851 N MAITLAND AVENUE	MAITLAND	FL	32751	CHARITABLE	GENERAL USE	$2,000
TEMPLE B'NAI JEHUDAH
12320 NALL AVE	OVERLAND PARK	KS	66209	CHARITABLE	GENERAL USE	$1,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR STE 200	RYE BROOK	NY	10573	CHARITABLE	GENERAL USE	$500
THE RABBIT HOLE KC
919 E 14TH AVE	KANSAS CITY	MO	64116	CHARITABLE	GENERAL USE	$500
THE RESCUE PROJECT
PO BOX 25844	OVERLAND PARK	KS	66225	CHARITABLE	GENERAL USE	$1,000
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVE	TRIANGLE	VA	22172	CHARITABLE	GENERAL USE	$1,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401	BERKELEY	CA	947041058	CHARITABLE	GENERAL USE	$500
UMKC FOUNDATION
5000 HOLMES STREET	KANSAS CITY	MO	64110	CHARITABLE	GENERAL USE	$1,000
UNCOVER KC
10010 NW 70TH CT	KANSAS CITY	MO	64152	CHARITABLE	GENERAL USE	$1,000
UNITED ARTS OF CENTRAL FLORIDA
216 PASADENA PLACE	ORLANDO	FL	32803	CHARITABLE	GENERAL USE	$2,500
VILLAGE SHALOM
5500 W 123RD STREET	OVERLAND PARK	KS	66209	CHARITABLE	GENERAL USE	$1,000
WILLIAMS EDUCATION FUND (KANSAS ATHLETICS INC)
1651 NAISMITH DRIVE	LAWRENCE	KS	66045	CHARITABLE	GENERAL USE	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$61,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$15,023	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$25,379	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$40,402	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$40,402	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	FRIEND & ASSOCIATES	CategoryTxt
Amt	$2,500	Amt
Net Investment Income	$2,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIDELITY INVESTMENTS	StockNm
EOY Book Value	$504,918	EOYBookValueAmt
EOYFMV	$1,143,907	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	RECONCILIATION TO COST BASIS	Desc
Amt	$3,966	Amt