KATHLEEN L AND MICHAEL J RAINEN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KATHLEEN L AND MICHAEL J RAINEN FAMILY FOUNDATION (EIN 43-6805204)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349105033
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:41:02-06:00 | 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 | 436805204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN L AND MICHAEL J RAINEN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O FRIEND & ASSOCIATES LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 9132135400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 SOMERSET DR 208 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J RAINEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9132135400 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETERSON | PreparerPersonNm |
| PTIN | P01794204 | PTIN |
| Phone | 9132135400 | 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 | $7,716,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,806,527 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $113,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,459 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,459 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $342,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,913,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,459 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $113,459 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| 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 Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,133 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,768 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,163 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,661,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,459 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,916 | CashBOYAmt |
| Cash EOY | $6,648 | CashEOYAmt |
| Cash EOYFMV | $6,648 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,844,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $531,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $531,783 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,424,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,177,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,177,726 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,458,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,716,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,716,157 | 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 | $5,458,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,716,157 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,458,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,716,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,458,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,716,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,458,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,661,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $596,271 | OtherIncreasesAmt |
| Subtotal | $7,716,157 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,716,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY - SHORT TERM | $255,000 | $252,241 | $2,759 | $2,759 | |
| CHARLES SCHWAB - SHORT TERM | $26 | $26 | $26 | ||
| CHARLES SCHWAB - LONG TERM | $86,342 | $96,433 | -$10,091 | -$10,091 | |
| CAPITAL GAINS DIVIDENDS | $961 | $961 | $961 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,345 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,785 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,195 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,195 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $65 | EsPenaltyAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | 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 | FRIEND ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 9132135400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 SOMERSET DR SUITE 208 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J RAINEN | ||||||||
| 1901 W 55TH | MISSION | KS | 66208 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN L RAINEN | ||||||||
| 1901 W 55TH | MISSION | KS | 66208 | TRUSTEE | 0.00 | $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 | $4,446,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,301,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,748,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,748,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,661,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,121 | TotalTaxAmt |
| Distributable Before Adj | $281,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $281,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $281,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,250 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,250 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,250 | 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 | $131,720 | 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 | MICHAEL J RAINEN | ContributingManagerNm |
| Contributing Manager | KATHLEEN L RAINEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | CHARITABLE | $16,000 | |
| ANDERSON JAPANESE GARDENS | |||||||
| 318 SPRING CREEK RD | ROCKFORD | IL | 61107 | PUBLIC CHARITY | CHARITABLE | $5,000 | N/A |
| ARTISNAPLES | |||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | PUBLIC CHARITY | CHARITABLE | $5,000 | N/A |
| BAKER SENIOR CENTER NAPLES | |||||||
| 6200 AUTUMN OAKS LANE | NAPLES | FL | 34119 | PUBLIC CHARITY | CHARITABLE | $2,500 | N/A |
| BIG BROTHERS BIG SISTERS OF THE SUN COAST | |||||||
| 5731 ROSIN WAY | SARASOTA | FL | 34233 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| BOY SCOUTS OF AMERICA HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES ROAD | KANSAS CITY | MO | 64131 | PUBLIC CHARITY | CHARITABLE | $9,000 | |
| COMPASSION & CHOICES | |||||||
| 8156 S WADSWORTH BLVD UNIT E 162 | LITTLETON | CO | 80128 | PUBLIC CHARITY | CHARITABLE | $2,000 | N/A |
| CROHN'S & COLITIS FOUNDATION INC | |||||||
| 733 3RD AVE SUITE 510 | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE | $1,500 | N/A |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER ROAD | CLEVELAND | OH | 44124 | PUBLIC CHARITY | CHARITABLE | $5,000 | N/A |
| JEWISH FAMILY SERVICES OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST SUITE 103 | OVERLAND PARK | KS | 66211 | PUBLIC CHARITY | CHARITABLE | $10,000 | N/A |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET SUITE 201 | OVERLAND PARK | KS | 66211 | PUBLIC CHARITY | CHARITABLE | $43,050 | N/A |
| JEWISH FEDERATION OF GREATER NAPLES | |||||||
| 4720 PINE RIDGE ROAD | NAPLES | FL | 34119 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | |||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | PUBLIC CHARITY | CHARITABLE | $2,500 | N/A |
| KANSAS CITY HOSPICE FOUNDATION | |||||||
| 9001 STATE LINE RD STE 300 | KANSAS CITY | MO | 64114 | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| KANSAS PUBLIC RADIO | |||||||
| 1120 W 11TH ST | LAWRENCE | KS | 66044 | PUBLIC CHARITY | CHARITABLE | $1,000 | N/A |
| KANSAS CITY STARLIGHT THEATRE | |||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| KEYSTONE SCIENCE SCHOOL INC | |||||||
| 1053 SODA RIDGE RD | KEYSTONE | CO | 80435 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| NATIONAL WWI MUSEUM AND MEMORIAL | |||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | PUBLIC CHARITY | CHARITABLE | $1,000 | N/A |
| NCH HEALTHCARE SYSTEM | |||||||
| 350 7TH STREET NORTH | NAPLES | FL | 34102 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| NELSON-ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| RUCKUSROOTS | |||||||
| PO BOX 411064 | LOS ANGELES | CA | 90041 | PUBLIC CHARITY | CHARITABLE | $5,000 | N/A |
| SARATOGA AUTOMOBILE MUSEUM | |||||||
| 110 AVENUE OF THE PNES | SARATOGA SPGS | NY | 12866 | PUBLIC CHARITY | CHARITABLE | $1,750 | N/A |
| TEMPLE SHALOM NAPLES | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | PUBLIC CHARITY | CHARITABLE | $2,200 | N/A |
| UNION STATION KANSAS CITY INC | |||||||
| 30 W PERSHING RD STE 400 | KANSAS CITY | MO | 64108 | PUBLIC CHARITY | CHARITABLE | $8,000 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,500 | 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 | $113,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$6,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,114 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL AND KATHLEEN RIANEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 10TH AVENUE SOUTH 201 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,806,527 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,806,527 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB SECURITIES | FMV | $3,236,661 | $3,236,661 |
| PELLEPHARM, INC. | FMV | $150,000 | $150,000 |
| MORGAN STANLEY SECURITIES | FMV | $3,483,017 | $3,483,017 |
| FIDELITY | FMV | $308,048 | $308,048 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE | Desc |
| Amt | $596,271 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,133 | Amt |
| Net Investment Income | $29,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PRIOR YEAR TAX PAYMENTS | $27,605 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $1,163 | $1,163 | $0 | $0 |