G KENNETH AND ANN BAUM PHILANTHROPIC FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- G KENNETH AND ANN BAUM PHILANTHROPIC FUND (EIN 46-4198523)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349102231
- Schema version
- 2023v5.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:08:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 | 464198523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G KENNETH AND ANN BAUM PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GKEN | BusinessNameControlTxt |
| Phone | 8164741100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 WEST 175TH STREET | AddressLine1Txt |
| City | STILLWELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN K BAUM | PersonNm |
| Person Title | CLASS A TRUSTEE | PersonTitleTxt |
| Phone | 8164741100 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE WALKER | PreparerPersonNm |
| PTIN | P00377634 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,608,809 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $706,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $694,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,875,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,249,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,875,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,582,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,569,559 | 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 | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,688 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $244,688 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,574 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $206,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $206,219 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $251,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,846,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,846,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,320,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,098,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $261,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,347,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,252,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,498,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,498,646 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,251 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $22,859,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,904,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,004,618 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $105,309 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,221,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,499,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,608,809 | 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 | $24,221,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,499,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,221,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,499,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,221,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,499,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,221,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $261,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,446 | OtherIncreasesAmt |
| Subtotal | $24,499,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,499,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $520,402 | $499,822 | $20,580 | $20,580 | |
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2023-12-31 | $7,729,528 | $5,874,689 | $1,854,839 | $1,854,839 | |
| CAPITAL GAINS DIVIDENDS | $55 | $55 | $55 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,875,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,080 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $27,442 | OverpaymentAmt |
| Applied To ES Tax | $27,442 | 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 | MO | 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 | GREATER KC COMMUNITY FDN | IndividualWithBooksNm |
| Phone | 8168420944 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY STE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANN KAUFMANN BAUM | ||||||||
| 4801 MAIN STREET 500 | KANSAS CITY | MO | 64112 | CLASS A TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 4801 MAIN STREET 500 | KANSAS CITY | MO | 64112 | CLASS B TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANICE C KREAMER | ||||||||
| 4801 MAIN STREET 500 | KANSAS CITY | MO | 64112 | CLASS B 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 |
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 | $25,882,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,347,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $104,501 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,334,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,334,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $410,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,924,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,346,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,346,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,634 | TotalTaxAmt |
| Distributable Before Adj | $1,313,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,313,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,313,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,098,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,098,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,313,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $505,779 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $673,416 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,737,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $576,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,492,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,098,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,313,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $785,050 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,277,881 | 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 | $505,779 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,772,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $673,416 | ExcessFromYear4Amt |
| Excess From Year2 | $1,737,299 | ExcessFromYear2Amt |
| Excess From Year1 | $576,337 | ExcessFromYear1Amt |
| Excess From Current Year | $785,050 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF KANSAS | ||||||||
| PO BOX 917 | MISSION | KS | 66201 | NONE | 501 (C)(3) | PREVENTION OF THREAT TO CONSTITUTIONAL LIBERTIES | $4,750 | |
| AMERICAN FOUNDATION FOR SUICIDE | ||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | 501 (C)(3) | HUMAN SERVICES | $500 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| P O BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | 501 (C)(3) | SUPPORT THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL | $10,000 | |
| AMERICAN PUBLIC SQUARE | ||||||||
| 300 E 39TH STREET 2S | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | PROMOTE CIVIL PUBLIC DISCOURSE | $5,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | 501 (C)(3) | TO STOP THE DEFAMATION OF THE JEWISH PEOPLE. | $100 | |
| ARNOLD GOLD FOUNDATION INC | ||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | 501 (C)(3) | HEALTH CARE | $2,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C)(3) | SUPPORT BIRTHRIGHT ISRAEL | $1,300 | |
| BOOKS FAIRIES | ||||||||
| 70 NORTH MAIN STREET | FREEPORT | NY | 11520 | NONE | 501 (C)(3) | BOOK FAIRIES SOURCES AND REDISTRIBUTES BOOKS TO UNDER-RESOURCED COMMUNITIES ON LONG ISLAND, NYC | $250 | |
| BREAKTHROUGH T1D | ||||||||
| 215 W PERSHING RD 300 | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | TO HELP DIABETES RESEARCH | $5,000 | |
| CHARLOTTE STREET FOUNDATION | ||||||||
| 3333 WYOMING ST | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | SUPPORT AND ADVOCATE FOR LOCAL ARTISTS | $1,000 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 3600 RIVERSIDE BOULEVARD | SACRAMENTO | CA | 95818 | NONE | 501 (C)(3) | SUPPORT THE JEWISH COMMUNITY | $250 | |
| DEANNA ROSE CHILDREN'S FARMSTEAD | ||||||||
| 13800 SWITZER ROAD | OVERLAND PARK | KS | 66221 | NONE | 501 (C)(3) | SUPPORT THE FARMSTEAD | $200 | |
| DEEP ROOTS KC | ||||||||
| PO BOX 32131 | KANSAS CITY | MO | 64171 | NONE | 501 (C)(3) | INCREASING NATIVE PLANT LANDSCAPES | $2,800 | |
| EARLYSTART | ||||||||
| 2008 E 12TH STREET | KANSAS CITY | MO | 64127 | NONE | 501 (C)(3) | HUMAN SERVICES | $15,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| P O BOX 98051 | WASHINGTON | DC | 20090 | NONE | 501 (C)(3) | SUPPORT THE FIGHT AGAINST CLIMATE CHANGE | $35 | |
| FILM FORUM | ||||||||
| 209 W HOUSTON ST | NEW YORK | NY | 10014 | NONE | 501 (C)(3) | SUPPORT AN ALTERNATIVE SCREENING SPACE | $15,000 | |
| FOLLY THEATER | ||||||||
| 1020 CENTRAL ST STE 200 | KANSAS CITY | MO | 64105 | NONE | 501 (C)(3) | SUPPORT THE THREATER | $2,500 | |
| GLOBAL CAMPS AFRICA | ||||||||
| 700 12TH ST 88 | LYNCHBURG | VA | 24504 | NONE | 501 (C)(3) | SUPPORT SOUTH AFRICA'S VULNERABLE YOUTH WITH THE TOOLS AND KNOWLEDGE TO LEAD HEALTHY | $1,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | 501 (C)(3) | COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $45,000 | |
| GREATER KANSAS CITY LINC | ||||||||
| 3100 BROADWAY BLVD 1100 | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 1423 LINWOOD BLVD | KANSAS CITY | MO | 64109 | NONE | 501 (C)(3) | SUPPORT INDIVIDUALS AND FAMILIES THROUGH AFFORDABLE HOUSING SOLUTIONS | $150 | |
| HARRIMAN-JEWELL SERIES | ||||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $2,500 | |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | 501 (C)(3) | FOOD, AGRICULTURE & NUTRITION | $50,000 | |
| HIGH ASPIRATIONS | ||||||||
| 6320 BROOKSIDE PLAZA | KANSAS CITY | MO | 64113 | NONE | 501 (C)(3) | SUPPORT YOUNG AFRICAN AMERICAN MALES | $5,000 | |
| HOLOCAUST CENTER OF PITTSBURGH | ||||||||
| 107 WOODLAND ROAD | PITTSBURGH | PA | 15232 | NONE | 501 (C)(3) | HORROR OF THE HOLOCAUST AND ANTISEMITISM WITH INJUSTICES | $50,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501 (C)(3) | EDUCATIONAL | $5,000 | |
| HYMAN BRAND HEBREW ACADEMY | ||||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | EDUCATIONAL | $7,500 | |
| INSTITUTE FOR JEWISH SPIRITUALITY | ||||||||
| 121 W 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | CIVIL AND HUMAN RIGHTS | $1,000 | |
| ISLAND HOUSING TRUST | ||||||||
| 346 STATE RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | HOUSING PRESERVATION | $7,500 | |
| JEWISH AGENCY FOR ISRAEL-NORTH | ||||||||
| 633 3RD AVE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C)(3) | HELP JEWISH AND ISRAEL COMMUNITIES | $10,000 | |
| JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE JCRBAJC | ||||||||
| 5801 W 115TH ST 203 | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | CIVIL AND HUMAN RIGHTS | $15,000 | |
| JEWISH ELECTORATE INSTITUTE | ||||||||
| P O BOX 33638 | WASHINGTON | DC | 20036 | NONE | 501 (C)(3) | HELP JEWISH AND ISRAEL COMMUNITIES | $5,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | HUMAN SERVICES | $62,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 WEST 115 STREET | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | PHILANTHROPY, VOLUNTEERISM & GRANTMAKING FOUNDATION | $225,000 | |
| JEWISH VOCATIONAL SERVICES | ||||||||
| 4600 THE PASEO | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | HOLOCAUST SURVIVORS AND RETURNING WORLD WAR II VETERANS LOOKING TO REBUILD THEIR LIVES | $2,000 | |
| JOHNSON COUNTY LIBRARY | ||||||||
| 5120 CEDAR ST | ROELAND PARK | KS | 66205 | NONE | 501 (C)(3) | EDUCATIONAL | $500 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BOULEVARD | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | EDUCATIONAL | $5,200 | |
| KANSAS CITY COMMUNITY GARDEN | ||||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | 501 (C)(3) | ENVIRONMENT | $500 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | MAKING DANCE ACCESSIBLE TO ALL PEOPLE | $1,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY FOUNDATION | ||||||||
| 5000 EAST 7TH STREET | KANSAS CITY | MO | 64127 | NONE | 501 (C)(3) | EDUCATIONAL | $15,100 | |
| KANSAS CITY HOSPICE & PALLIATIVE CARE | ||||||||
| 1500 MEADOW LAKE PKWY 200 | KANSAS CITY | MO | 64114 | NONE | 501 (C)(3) | HUMAN SERVICES | $25,000 | |
| KANSAS CITY REPERTORY THEATER INC | ||||||||
| 4825 TROOST AVENUE SUITE 106 | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $2,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE SUITE 200 | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $105,100 | |
| KANSAS CITY YOUNG AUDIENCES | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC | $4,500 | |
| KC UNCORNERED | ||||||||
| 300 E 39TH STREET SUITE 1G | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | SUPPORT MENTAL HEALTH | $150,000 | |
| KCPBS - PUBLIC TELEVISION 19 INC | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | PROVIDE EDUCATIONAL PROGRAMMING AND SERVICES | $5,000 | |
| KCUR 893 | ||||||||
| 4825 TROOST SUITE 202 | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | ARTS AND CULTURE | $50,000 | |
| KEMPER MUSEUM | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC` | $7,000 | |
| LINDA HALL LIBRARY FOUNDATION | ||||||||
| 5109 CHERRY STREET | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | EDUCATIONAL | $1,250 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | 501 (C)(3) | HUMAN SERVICES | $200 | |
| LYRIC OPERA OF KANSAS CITY | ||||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $25,000 | |
| MARTHA'S VINEYARD BOOK FESTIVAL | ||||||||
| 131 N WATER ST | EDGARTOWN | MA | 02539 | NONE | 501 (C)(3) | EDUCATIONAL | $2,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES - PERMANENT ENDOWMENT | ||||||||
| 111 EDGARTOWN-VINEYARD HAVEN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | EARLY CHILDHOOD PROGRAMS | $25,000 | |
| MARTHA'S VINEYARD HEBREW CENTER | ||||||||
| P O BOX 692 | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | RELIGIOUS | $10,840 | |
| MARTHA'S VINEYARD MUSEUM | ||||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $3,500 | |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | 501 (C)(3) | PROTECTS ACRES OF LAND THOUGHOUT MA | $50 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | 501 (C)(3) | HEALTHCARE | $120,000 | |
| MEDSTAR HEALTH | ||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | NONE | 501 (C)(3) | HEALTHCARE | $250 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION INC | ||||||||
| 5801 W 115TH ST STE 106 | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | TO TEACH THE HISTORY OF THE HOLOCAUST | $3,000 | |
| MIDWEST INNOCENCE PROJECT | ||||||||
| 300 E 39TH STREET | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | REPRESENTING PEOPLE CONVICTED OF CRIMES THEY DID NOT COMMIT | $2,000 | |
| MINDDRIVE | ||||||||
| 2615 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | EDUCATIONAL | $20,000 | |
| MOCSA | ||||||||
| 3100 BROADWAY BLVD 400 | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | HUMAN SERVICES | $3,000 | |
| MS SOCIETY | ||||||||
| 2000 SHAWNEE MISSION PARKWAY SUITE | MISSION WOODS | KS | 66205 | NONE | 501 (C)(3) | RAISE FUNDS FOR RESEARCH | $1,300 | 310 |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 5311 W 75TH ST | PRAIRIE VILLAGE | KS | 66208 | NONE | 501 (C)(3) | IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN, AND FAMILIES | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 2020 W 89TH STE 100 | LEAWOOD | KS | 66206 | NONE | 501 (C)(3) | HELPS PEOPLE AFFECTED BY MULTIPLE SCLEROSIS | $200 | |
| NATIONAL WWI MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | EDUCATIONAL | $5,000 | |
| NELSON GALLERY FOUNDATION | ||||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $312,385 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | 501 (C)(3) | EDUCATIONAL | $250 | |
| NEW REFORM TEMPLE | ||||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | NONE | 501 (C)(3) | RELIGIOUS | $92,650 | |
| NORTHEAST COMMUNITY CENTER | ||||||||
| 544 WABASH | KANSAS CITY | MO | 64124 | NONE | 501 (C)(3) | EDUCATIONAL, CULTURAL AND SOCIAL OPPORTUNITIES | $11,000 | |
| OBAMA FOUNDATION | ||||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | 501 (C)(3) | COMMUNITY IMPROVEMENT | $1,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | NONE | 501 (C)(3) | PROVIDING A SAFE, LOVING, AND EDUCATIONAL ENVIRONMENT TO CHILDREN LIVING IN POVERTY | $5,150 | |
| PLANNED PARENTHOOD OF KANSAS & MID MISSOURI | ||||||||
| 4401 W 109TH STREET 200 | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | HEALTH CARE | $30,000 | |
| POLLY HILL ARBORETUM | ||||||||
| P O BOX 561 | WEST TISBURY | MA | 02575 | NONE | 501 (C)(3) | ENVIRONMENT | $1,500 | |
| PRINCIPALS CONNECT | ||||||||
| 5101 W 95TH ST | OVERLAND PARK | KS | 66207 | NONE | 501 (C)(3) | EDUCATIONAL | $23,000 | |
| RIVERBANK FOUNDATION | ||||||||
| 200 EAST 30TH STREET | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | EDUCATIONAL | $1,500 | |
| SAINT LUKE'S FOUNDATION | ||||||||
| 901 E 104TH ST MAIL STOP 100 S | KANSAS CITY | MO | 64131 | NONE | 501 (C)(3) | HEALTHCARE | $50,000 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| 57 DAVID AVE | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | CONSERVATION | $10,500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501 (C)(3) | EDUCATIONAL | $2,500 | |
| SYNERGY SERVICES | ||||||||
| P O BOX 90249 | AUSTIN | TX | 78709 | NONE | 501 (C)(3) | SUPPORT NATIONAL DOMESTIC VIOLENCE HOTLINE | $25,000 | |
| TEMPLE B'NAI JESHURUN | ||||||||
| 5101 GRAND AVE | DES MOINES | IA | 50312 | NONE | 501 (C)(3) | RELIGIOUS | $732 | |
| TEMPLE TIFERETH ISRAEL | ||||||||
| 924 POLK BLVD | DES MOINES | IA | 50312 | NONE | 501 (C)(3) | RELIGIOUS | $1,000 | |
| THE ARTS ENGAGEMENT FOUNDATION OF KC | ||||||||
| 20 E GREGORY BLVD | KANSAS CITY | MO | 64114 | NONE | 501 (C)(3) | PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC | $7,500 | |
| THE MISSION PROJECT | ||||||||
| 5909 DEARBORN ST | MISSION | KS | 66202 | NONE | 501 (C)(3) | HUMAN SERVICES | $3,450 | |
| THE NATURE CONSERVANCY | ||||||||
| 2420 NW BUTTON ROAD | TOPEKA | KS | 66618 | NONE | 501 (C)(3) | ENVIRONMENT | $250 | |
| THE TIBET FUND | ||||||||
| 241 EAST 32ND ST | NEW YORK | NY | 10016 | NONE | 501 (C)(3) | TO SUPPORT THE CULTURAL OF TIBETAN PEOPLE | $1,000 | |
| TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | LIBRARY AND MUSEUM | $55,000 | |
| UMKC FOUNDATION | ||||||||
| 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | 501 (C)(3) | EDUCATIONAL | $2,650 | |
| UNION STATION KANSAS CITY | ||||||||
| 30 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | PRESERVING UNION STATION KANSAS CITY HISTORIC MONUMENT | $10,000 | |
| UNITED WE | ||||||||
| 2100 CENTRAL ST STE 11E | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | TACKLE BARRIERS TO WOMEN'S ECONOMIC GROWTH | $5,000 | |
| UNIVERSITY ACADEMY FOUNDATION | ||||||||
| 4520 MAIN SUITE 1050 | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | EDUCATIONAL | $21,500 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501 (C)(3) | MUSEUM FOR EDUCATION ABOUT THE HOLOCAUST | $2,350 | |
| VILLAGE SHALOM INC | ||||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 66209 | NONE | 501 (C)(3) | HUMAN SERVICES | $5,000 | |
| VINEYARD CONSERVATION SOCIETY | ||||||||
| LAMBERTS COVE RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | PRESERVING THE ENVIRONMENT OF MARTHA'S VINEYARD THROUGH ADVOCACY, EDUCATION, AND PROTECTION OF LAND AND WATER | $6,000 | |
| WAR HORSES FOR VETERANS | ||||||||
| 5600 W 183RD ST | STILWELL | KS | 66085 | NONE | 501 (C)(3) | SUPPORT COMBAT VETERANS AND FIRST RESPONDERS | $550 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | 501 (C)(3) | TO SUPPORT THE PET ADOPTION CAMPUS | $200 | |
| WOMEN'S EMPLOYMENT NETWORK | ||||||||
| 920 MAIN STREET SUITE 100 | KANSAS CITY | MO | 64105 | NONE | 501 (C)(3) | EMPLOYMENT | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,846,942 | 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 | $706,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,875,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,582,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,582,021 | 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 | RUBINBROWN | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (152 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC | $14,467 | $39,299 |
| ABBOTT LABORATORIES | $46,600 | $55,035 |
| ACCENTURE PLC | $53,759 | $64,918 |
| ADOBE SYSTEMS INCORPORATED COM | $19,464 | $101,422 |
| AERCAP HOLDINGS N.V. | $140,311 | $204,826 |
| AIR PRODUCTS AND CHEMICALS INC | $100,393 | $116,913 |
| AIRBNB INC | $52,386 | $62,216 |
| ALIGN TECHNOLOGY INC COM | $5,152 | $14,796 |
| ALPHABET INC CAP STK CL C | $154,152 | $416,448 |
| ALTAIR ENGR INC COM CL A | $70,407 | $95,201 |
| AMAZON.COM INC | $217,338 | $604,873 |
| AON PLC SHS CL A COM | $42,197 | $97,783 |
| APPLE INC | $40,242 | $203,312 |
| ARMSTRONG WORLD INDS INC NEW COM | $25,753 | $26,841 |
| AUTODESK INC | $41,263 | $51,374 |
| AXALTA COATING SYSTEMS LTD COM | $21,117 | $26,055 |
| AXON ENTERPRISE INC COM | $3,719 | $18,083 |
| AZENTA INC COM | $21,831 | $14,657 |
| BALCHEM CORP | $11,191 | $20,825 |
| BAYER AG SPON | $113,883 | $71,459 |
| BERKSHIRE HATHAWAY INC COM | $64,068 | $145,161 |
| BLACKLINE INC COM | $9,153 | $13,425 |
| BLACKROCK INC COM | $69,350 | $147,748 |
| BROADRIDGE FINANCIAL SOLUTION INC COM | $13,440 | $28,805 |
| CABLE ONE INC COM | $28,400 | $13,915 |
| CANNAE HLDGS INC COM | $19,341 | $8,936 |
| CAPITAL ONE FINANCIAL CORP COM | $78,338 | $125,088 |
| CARMAX INC | $17,930 | $16,422 |
| CASELLA WASTE SYSTEMS INC | $35,523 | $52,130 |
| CHARTER COMMUNICATIONS INC | $27,603 | $31,483 |
| CHEVRON CORP NEW COM | $67,678 | $102,175 |
| CHURCHILL DOWNS INC | $17,770 | $41,019 |
| CINCINNATI FINANCIAL CORP COM | $36,960 | $67,042 |
| CISCO SYSTEMS INC | $55,744 | $95,887 |
| CLEARWATER ANALYTICS HLDGS INC CL A | $13,961 | $16,825 |
| COMCAST CORP | $185,409 | $206,709 |
| CONOCOPHILLIPS COM | $237,542 | $265,568 |
| CONSTRUCTION PARTNERS INC COM CL | $9,367 | $26,112 |
| CSW INDUSTRIALS INC | $9,735 | $11,408 |
| DECKERS OUTDOOR CORP | $10,076 | $50,132 |
| DEFINITIVE HEALTHCARE CORP | $14,303 | $7,008 |
| DESCARTES SYS GROUP INC COM | $11,231 | $34,465 |
| DIAGEO ADR EACH REPR 4 ORD | $70,664 | $89,290 |
| DIAMOND HILL SHORT DURAT SEC BOND I | $1,225,000 | $1,166,828 |
| DIGI INTERNATIONAL INC | $18,547 | $14,560 |
| DOMINION ENERGY INC COM | $107,084 | $70,594 |
| DOUBLELINE TOTAL RETURN BOND FD CL I | $2,066,999 | $1,726,686 |
| DOUGLAS DYNAMICS INC COM | $13,028 | $10,982 |
| ELEVANCE HEALTH INC COM | $100,696 | $133,451 |
| ELI LILLY &CO | $14,646 | $15,156 |
| ENDAVA PLC | $19,763 | $27,948 |
| ENTEGRIS INC | $14,011 | $40,619 |
| ESCO TECHNOLOGIES INC | $9,735 | $17,555 |
| EXPONENT INC | $17,144 | $27,733 |
| FASTENAL COM STK | $50,663 | $107,324 |
| FEDERAL SIGNAL | $13,105 | $16,499 |
| FIDELITY NATL INFORMATION | $144,049 | $98,455 |
| FIRSTSERVICE CORP COM NPV | $11,741 | $26,745 |
| FOX FACTORY HOLDING CORP COM | $10,556 | $11,809 |
| GARTNER INC | $27,690 | $38,344 |
| GENERAL ELECTRIC CO COM NEW | $71,059 | $193,870 |
| GOLDMAN SACHS | $2,138,358 | $2,376,884 |
| HANOVER INSURANCE GROUP INC | $20,685 | $20,763 |
| HASBRO INC COM | $17,416 | $8,884 |
| HELIOS TECHNOLOGIES INC COM | $14,430 | $14,739 |
| HENRY JACK &ASSOCIATES INC COM | $22,443 | $24,185 |
| HILLMAN SOLUTIONS CORP COM | $13,841 | $10,545 |
| HILTON WORLDWIDE HLDGS INC | $36,118 | $100,514 |
| INFINITY Q DIVRS ALPHA INSTL | $59,763 | $0 |
| INVESCO DEVELOPING MARKETS R6 | $1,090,038 | $755,827 |
| JOHN BEAN TECHNOLOGIES | $9,175 | $12,431 |
| JOHNSON &JOHNSON COM | $108,805 | $127,430 |
| LAMB WESTON HLDGS INC COM | $23,552 | $39,561 |
| LANCASTER COLONY CORP | $20,556 | $27,454 |
| LEMAITRE VASCULAR INC | $6,311 | $15,893 |
| LIBERTY BROADBAND CORP COM SER C | $95,385 | $108,555 |
| LOWES COMPANIES INC COM | $51,567 | $134,865 |
| MARRIOTT INTERNATIONAL INC | $25,037 | $96,293 |
| MARTIN MARIETIA MATERIALS INC COM | $8,692 | $22,451 |
| MASTERCARD INCORPORATED CL A | $16,464 | $78,904 |
| MBIA INC | $1,144 | $6,646 |
| MERCK &CO. INC COM | $65,804 | $122,429 |
| MERCURY SYSTEMS INC | $16,755 | $12,800 |
| MERIT MEDICAL SYSTEMS INC | $7,944 | $20,129 |
| MESA LABORATORIES INC | $18,839 | $9,429 |
| META PLATFORMS INC CLASS A COMMON STOCK | $86,871 | $264,408 |
| METWEST UNCONSTRAINED BOND I | $3,575,030 | $3,081,670 |
| MICROSOFT CORP | $147,293 | $634,379 |
| MODEL N INC | $18,822 | $15,889 |
| MURPHY USA INC | $21,096 | $28,881 |
| NATIONAL RESEARCH CORPORATION | $4,256 | $4,352 |
| NEOGEN CORP | $24,067 | $19,708 |
| NESTLE ADR | $56,308 | $72,963 |
| NETFLIX INC | $148,805 | $268,271 |
| NEWMARKET CORP | $25,545 | $30,021 |
| NIKE INC CLASS B | $25,480 | $27,794 |
| NINTENDO 8 ADR REP ORD | $79,300 | $77,368 |
| NORFOLK SOUTHN CORP COM | $84,917 | $142,537 |
| NORTHROP GRUMMAN CORP | $92,471 | $102,523 |
| NOVANTA INC COM NPV | $10,775 | $28,630 |
| NOVO NORDISK | $30,314 | $33,621 |
| OCCIDENTAL PETE CORP | $34,656 | $33,199 |
| PAYCHEX INC COM | $44,860 | $99,933 |
| PAYCOR HCM INC COM | $18,731 | $13,386 |
| PAYPAL HLDGS INC COM | $47,626 | $57,664 |
| PERRIGO COMPANY PLC | $15,563 | $10,812 |
| PHILIP MORRIS INTERNATIONAL INC | $118,382 | $133,311 |
| POST HLDGS INC COM | $17,293 | $23,424 |
| PROGRESSIVE CORP COM | $68,222 | $108,948 |
| PROS HOLDINGS INC | $17,853 | $20,365 |
| PROSUS N.V. SPON ADR EACH REP 0.20 ORD | $95,010 | $83,068 |
| Q2 HOLDINGS INC | $23,088 | $13,066 |
| RBC BEARINGS INC | $11,382 | $25,640 |
| REPLIGEN CORP | $4,260 | $14,384 |
| REYNOLDS CONSUMER PRODS INC COM | $17,962 | $15,755 |
| SAFRAN SA UNSPON ADR EA REP 0.25 ORD | $135,853 | $177,050 |
| SALESFORCE.COM INC COM | $20,771 | $84,205 |
| SAP ADR REP 1 | $107,243 | $124,909 |
| SCHWAB CHARLES CORP | $99,250 | $124,666 |
| SERVICENOW INC COM | $17,378 | $114,451 |
| SHELL PLC SPON ADS EA REP | $181,193 | $223,654 |
| SIMPSON MFG INC COM | $10,746 | $37,616 |
| SIMULATIONS PLUS INC | $17,787 | $14,991 |
| SITEONE LANDSCAPE SUPPLY INC COM | $8,094 | $23,563 |
| SPS COMM INC COM | $7,782 | $35,860 |
| STARBUCKS CORP COM | $110,218 | $115,692 |
| STEVANATO GROUP S.P.A | $12,992 | $17,193 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | $99,725 | $110,552 |
| TEXAS INSTRUMENTS INC COM | $92,356 | $145,914 |
| THERMO FISHER SCIENTIFIC INC | $35,199 | $42,994 |
| TRANSCAT INC | $8,068 | $12,026 |
| TREX COMPANY INC | $28,754 | $53,896 |
| UNIFIRST CORP | $15,656 | $14,450 |
| UNITED PARCEL SERVICE INC | $73,785 | $103,143 |
| UNITEDHEALTH GROUP INC | $83,757 | $212,693 |
| VAIL RESORTS | $21,558 | $18,572 |
| VANGUARD DEVELOPED MRKTS INDEX INSTL | $331,233 | $419,616 |
| VANGUARD GROWTH INDEX | $3,000,010 | $3,624,556 |
| VANGUARD TOTAL STOCK MARKET INSTL | $2,782,487 | $3,203,955 |
| VERICEL CORP | $18,242 | $13,710 |
| VERIZON COMMUNICATIONS INC | $75,416 | $60,923 |
| VERTEX INC CL A | $13,405 | $13,739 |
| VISA INC | $64,061 | $133,820 |
| WATERS CORP | $21,731 | $26,997 |
| WD 40 CO COM | $8,692 | $10,758 |
| WELLS FARGO CO NEW COM | $137,349 | $181,228 |
| WHITE MTNS INS GROUP LTD COM | $24,401 | $34,615 |
| WOODWARD INC COM | $52,953 | $77,730 |
| WORKDAY INC | $28,451 | $38,372 |
| WORKIVA INC COM CL A | $12,083 | $12,691 |
| ZEBRA TECHNOLOGIES CORPORATION | $21,894 | $19,950 |
| ZOETIS INC | $33,427 | $42,040 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CROWN CASTLE INTL CORP NEW COM | AT COST | $83,186 | $86,162 |
| FIRST INDL RLTY TR INC COM | AT COST | $13,923 | $19,383 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $132,382 | $132,382 | $0 |
| ADR FEES | $848 | $848 | $0 |
| INVESTMENT MANAGEMENT FEES | $72,989 | $72,989 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $16,446 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CREDO PHILANTHROPY ADVISORS LLP | $140,000 | $0 | $140,000 |
| PEYTON LANE LLC | $54,938 | $0 | $54,938 |
| CRUX KC LLC | $45,750 | $0 | $45,750 |
| JUDGES FOR AWARDS | $4,000 | $0 | $4,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $8,574 | Amt |
| Net Investment Income | $8,574 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |