PATTERSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON FAMILY FOUNDATION (EIN 37-6714807)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349106002
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T18:50:00-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376714807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATTERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 8336142450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 W 47TH STREET 200 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN EVANS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8164062026 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAUREEN | PersonFirstNm |
| Person Last | EVANS | 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 | STEPHANIE M KIRK | PreparerPersonNm |
| PTIN | P01336551 | PTIN |
| Phone | 8164721122 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,246,549,158 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,991,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,288,829 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $17,205 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $17,205 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $17,205 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,866,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,647,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,986 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,190,074 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,424,917 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,332,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,198,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,010 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,990 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $364,258 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $364,258 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $98,865 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,640 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,225 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $51,983 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33,235 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,748 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,328 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,005,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $843,155 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $61,532 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $32,458 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,078,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,469 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,735 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $87,141 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $87,141 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,665 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,867,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $991,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $767,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,888,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,888,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,755,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $991,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,655,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,422,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,206,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $152,551 | CashEOYAmt |
| Cash EOYFMV | $152,551 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,810,807 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,810,807 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,810,807 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,647,930 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,647,930 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,240,922,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,240,922,190 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,246,549,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,246,549,158 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,246,549,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,549,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,246,549,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,422,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,269,971,928 | OtherIncreasesAmt |
| Subtotal | $1,246,549,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,549,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $76,216,127 | $77,131,593 | -$915,466 | -$915,466 | |
| CEDAR FDG XII CLO LTD 2020-12A CL DR | 2022-03-16 | 2022-09-20 | $920,900 | $965,000 | -$44,100 | -$44,100 | P |
| DRYDEN XXVI SR LN FD 2013-26A CL AR | 2022-04-01 | 2022-07-15 | $8,184 | $8,139 | $45 | $45 | P |
| DRYDEN XXVI SR LN FD 2013-26A CL AR | 2022-04-01 | 2022-10-17 | $9,903 | $9,849 | $54 | $54 | P |
| GENERATE CLO 6 LTD 6A CL ER | 2021-11-23 | 2022-08-01 | $890,000 | $980,000 | -$90,000 | -$90,000 | P |
| OCTAGON INVT PARTNERS 45 LTD 2019-1A | 2022-02-01 | 2022-11-15 | $855,000 | $995,000 | -$140,000 | -$140,000 | P |
| TICP CLO 1-2 LTD 2018-IA CL D | 2022-01-01 | 2022-07-27 | $913,750 | $979,625 | -$65,875 | -$65,875 | P |
| VOYA CLO 2015-1 LTD 2015-1A CL A1R | 2022-03-23 | 2022-07-27 | $43,148 | $42,878 | $270 | $270 | P |
| VOYA CLO 2015-1 LTD 2015-1A CL A1R | 2022-03-23 | 2022-10-21 | $31,931 | $31,732 | $199 | $199 | P |
| BARINGS CLO LTD 2017-1 2017-1A CL E | 2021-04-22 | 2022-08-10 | $462,500 | $498,000 | -$35,500 | -$35,500 | P |
| BARINGS CLO LTD 2017-1 2017-1A CL E | 2021-01-11 | 2022-09-09 | $907,500 | $988,750 | -$81,250 | -$81,250 | P |
| BARINGS CLO LTD 2018-1 2018-1A CL D | 2020-11-13 | 2022-08-11 | $435,105 | $442,500 | -$7,395 | -$7,395 | P |
| GENERATE CLO 5 LTD 5A CL ER | 2019-12-24 | 2022-08-16 | $1,369,650 | $1,443,750 | -$74,100 | -$74,100 | P |
| GRIPPEN PK CLO LTD 2017-1A | 2022-01-01 | 2022-07-27 | $1,371,750 | $1,456,500 | -$84,750 | -$84,750 | P |
| MADISON PK FDG XVII LTD 2015-17A CL | 2021-02-19 | 2022-10-14 | $454,375 | $500,250 | -$45,875 | -$45,875 | P |
| NEUBERGER BERMAN CLO XXII LTD | 2019-12-06 | 2022-08-03 | $1,553,125 | $1,659,219 | -$106,094 | -$106,094 | P |
| REGATTA XV FDG LTD 2018-4A CL D | 2022-01-01 | 2022-08-04 | $875,000 | $858,189 | $16,811 | $16,811 | P |
| REGATTA XVI FDG LTD 2019-2A CL E | 2022-01-01 | 2022-08-17 | $1,098,250 | $1,118,375 | -$20,125 | -$20,125 | P |
| GAINS AND LOSSES FROM PASSTHROUGH | 2022-01-01 | 2022-12-31 | $2,009,454 | $2,009,454 | $2,009,454 | P | |
| LONG TERM CAPITAL GAIN DISTRIBUTION | 2022-01-01 | 2022-12-31 | $3,675 | $3,675 | $3,675 | P | |
| BARINGS CLO LTD 2013-1 2013-1A CL DR | 2021-03-17 | 2022-12-14 | $218,138 | $221,130 | -$2,992 | -$2,992 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $460,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $304,230 | OverpaymentAmt |
| Applied To ES Tax | $304,230 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PATTERSONFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MAUREEN EVANS | IndividualWithBooksNm |
| Phone | 8336142450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 W 47TH STREET SUITE 200 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LINDSEY PATTERSON SMITH | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | PRESIDENT | 32.00 | $50,000 | $6,124 | $0 |
| CLAY PATTERSON | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CORTNEY PATTERSON BARTON | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | SECRETARY | 2.00 | $0 | $0 | $0 |
| WILLIAM PATTERSON | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MAUREEN EVANS | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREA KIMBALL | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | LEGAL COUNSEL | 10.00 | $98,468 | $6,936 | $0 |
| APRIL MARTIN | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | CHIEF STRATEGIST | 40.00 | $56,650 | $8,225 | $0 |
| JESSICA HUNT | ||||||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | VICE PRESIDENT | 40.00 | $57,200 | $6,275 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT | $556,378 |
| PANDI CAPITAL LLC | |||||
| 209 W 47TH STREET SUITE 200 | KANSAS CITY | MO | 64112 | FINANCIAL CONSULTING | $473,984 |
| HUSCH BLACKWELL LLP | |||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | LEGAL CONSULTING | $52,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $249,601,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,832,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $392,372,120 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $647,805,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $647,805,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,717,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $638,088,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,904,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,904,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155,770 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $773,525 | IncomeTaxAmt |
| Total Tax | $929,295 | TotalTaxAmt |
| Distributable Before Adj | $30,975,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $32,328,337 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,303,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,303,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,655,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,655,777 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,303,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,571,483 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,655,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,571,483 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,084,294 | 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 | $38,219,190 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 N AMBASSADOR DR 306 | KANSAS CITY | MO | 64153 | NONE | PC | EDUCATION / EVENT SPONSORSHIP | $27,500 | |
| AMERICAN PUBLIC SQUARE | ||||||||
| 300 E 39TH ST 4F | KANSAS CITY | MO | 64111 | NONE | PC | HOME COMMUNITY / PROGRAM GRANT | $100,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | 2022 JUNIOR PREMIUM LIVESTOCK AUCTION | $342,476 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | BUILDING CAMPAIGN - 2022 | $2,500,000 | |
| CENTRAL KANSAS COMMUNITY FOUNDATION | ||||||||
| 301 N MAIN ST SUITE 200 | NEWTON | KS | 67114 | NONE | PC | NEWTON PUBLIC LIBRARY - EDUCATION / CAPITAL GRANT | $300,000 | |
| CERNER CHARITABLE FOUNDATION | ||||||||
| 2800 ROCK CREEK PKWY | KANSAS CITY | MO | 64117 | NONE | PC | ST. SABINA | $461,028 | |
| CLOUD COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 1002 2221 CAMPUS DR | CONCORDIA | KS | 66901 | NONE | PC | EDUCATION / CAPITAL GRANT | $500,000 | |
| CMT RESEARCH FOUNDATION | ||||||||
| 4062 PEACHTREE RD A209 | ATLANTA | GA | 30319 | NONE | PC | HEALTH CARE / PROGRAM GRANT | $15,000 | |
| COMMUNITY CLINIC OF SOUTHWEST MISSOURI | ||||||||
| 701 SOUTH JOPLIN AVE | JOPLIN | MO | 64801 | NONE | PC | HEALTH CARE / PROGRAM GRANT | $22,000 | |
| COMMUNITY HEALTH CENTER OF SOUTHEAST KS | ||||||||
| 3011 N MICHIGAN ST | PITTSBURG | KS | 66762 | NONE | PC | HEALTH CARE / OPERATIONAL GRANT | $317,143 | |
| GLOBAL TIES KC | ||||||||
| 30 W PERSHING RD SUITE 405 | KANSAS CITY | MO | 64108 | NONE | PC | EDUCATION / PROGRAM GRANT | $27,250 | |
| GOLDEN VALLEY MEMORIAL HOSPITAL DISTRICT | ||||||||
| 1600 N 2ND ST | CLINTON | MO | 64735 | NONE | PC | HEALTHCARE / CAPITAL GRANT | $100,000 | |
| GROW HAYS | ||||||||
| 219 W 10TH ST | HAYS | KS | 67601 | NONE | PC | ECONOMIC OPPORTUNITY / CAPITAL GRANT | $500,000 | |
| HARPER COUNTY COMMUNITY FOUNDATION | ||||||||
| 329 N WHEAT LANE | ANTHONY | KS | 67003 | NONE | PC | PATTERSON LEGACY / OPERATIONAL GRANT | $25,000 | |
| HEALTHY BOURBON COUNTY ACTION TEAM INC | ||||||||
| 104 N NATIONAL AVE | FORT SCOTT | KS | 66701 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $280,070 | |
| HEALTHY NEVADA | ||||||||
| 212 W WALNUT ST B | NEVADA | MO | 64772 | NONE | PC | PATTERSON LEGACY / OPERATIONAL GRANT | $217,176 | |
| HETLINGER DEVELOPMENTAL SERVICES INC | ||||||||
| 707 S COMERCIAL ST | EMPORIA | KS | 66801 | NONE | PC | ECONOMIC OPPORTUNITY / CAPITAL GRANT | $150,000 | |
| KANSAS 4-H FOUNDATION INC | ||||||||
| 1680 CHARLES PL | MANHATTAN | KS | 66502 | NONE | PC | ECONOMIC OPPORTUNITY / CAPITAL GRANT | $255,350 | |
| KANSAS ASSOCIATION OF COMMUNITY FOUNDATIONS | ||||||||
| PO BOX 928 | WASHINGTON | KS | 66968 | NONE | PC | ECONOMIC OPPORTUNITY / EVENT SPONSORSHIP | $200,000 | |
| KANSAS ASSOCIATION OF COMMUNITY FOUNDATIONS | ||||||||
| PO BOX 928 | WASHINGTON | KS | 66968 | NONE | PC | ECONOMIC OPPORTUNITY / EVENT SPONSORSHIP | $35,000 | |
| KANSAS ASSOCIATION OF COMMUNITY FOUNDATIONS | ||||||||
| PO BOX 928 | WASHINGTON | KS | 66968 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $6,900,000 | |
| KANSAS ASSOCIATION OF COMMUNITY FOUNDATIONS | ||||||||
| PO BOX 928 | WASHINGTON | KS | 66968 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $100,000 | |
| KANSAS CITY DREAM CENTER | ||||||||
| 1500 CENTRAL AVE | KANSAS CITY | KS | 66102 | NONE | PC | 2022-IBR22 | $25,000 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | NONE | PC | HEALTH CARE / PROGRAM GRANT | $500,000 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | NONE | PC | HEALTH CARE / CAPITAL GRANT | $1,800,000 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | NONE | PC | SCHOLARSHIP PLEDGE - 2ND INSTALLMENT | $270,000 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | EDUCATION / SCHOLARSHIP | $300,000 | |
| KANSAS DEPARTMENT OF COMMERCE | ||||||||
| 1000 SW JACKSON ST STE 100 | TOPEKA | KS | 66612 | NONE | GOV | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $525,000 | |
| KANSAS DEPARTMENT OF COMMERCE | ||||||||
| 1000 JACKSON ST STE 100 | TOPEKA | KS | 66612 | NONE | GOV | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $2,262,041 | |
| KANSAS DEPT OF HEALTH AND ENVIRONMENT | ||||||||
| 1000 SW JACKSON ST STE 100 | TOPEKA | KS | 66612 | NONE | GOV | HEALTH CARE / EQUIPMENT GRANT | $21,000 | |
| KANSAS ECONOMIC DEVELOPMENT ALLIANCE | ||||||||
| 203 NW 15TH | ABELINE | KS | 67410 | NONE | PC | ECONOMIC OPPORTUNITY / CAPACITY BUILDING GRANT | $5,000 | |
| KANSAS PUBLIC HEALTH ASSOCIATION | ||||||||
| 215 SW 8TH AVE | TOPEKA | KS | 66603 | NONE | PC | HEALTH CARE / EVENT SPONSORSHIP | $10,000 | |
| KANSAS SAMPLER FOUNDATION | ||||||||
| 978 ARAPAHO RD | INMAN | KS | 67546 | NONE | PC | ECONOMIC OPPORTUNITY / OPERATIONAL GRANT | $546,080 | |
| KANSAS STATE UNIVERSITY | ||||||||
| 006 BLUEMONT HALL 1114 MID-CAMPUS | MANHATTAN | KS | 66506 | NONE | PC | EDUCATION / PROGRAM GRANT | $619,806 | DR N |
| KC DIGITAL DRIVE | ||||||||
| 111 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | KCDD 10-YEAR CELEBRATION BRONZE SPONSORSHIP | $2,500 | |
| KEARNY COUNTY HOSPITAL | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | GOV | HEALTH CARE / CAPITAL GRANT | $1,180,000 | |
| KS ASSOCIATION OF CHILDCARE RESOURCES | ||||||||
| PO BOX 2294 | SALINA | KS | 67402 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $2,000,000 | |
| KVC HOSPITALS | ||||||||
| 4300 BRENNER DR | KANSAS CITY | KS | 66104 | NONE | PC | HEALTH CARE / CAPITAL GRANT | $1,538,649 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 8745 JAMES A REED RD | KANSAS CITY | MO | 64138 | NONE | PC | VALUE OF MEAT PURCHASED - JPLA | $13,974 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 8745 JAMES A REED RD | KANSAS CITY | MO | 64138 | NONE | PC | PATTERSON LEGACY / OPERATIONAL GRANT | $15,000 | |
| LIVE WELL ATCHISON COUNTY INC | ||||||||
| 200 S 10TH ST | ATCHISON | KS | 66002 | NONE | PC | HEALTH CARE / PROGRAM GRANT | $325,000 | |
| MISSOURI RIVER BIRD OBSERVATORY | ||||||||
| 406 MAIN ST | ARROW ROCK | MO | 65320 | NONE | PC | EDUCATION/OPERATIONAL GRANT | $30,000 | |
| MISSOURI RURAL HEALTH ASSOCIATION | ||||||||
| 2412-B HYDE PARK RD | JEFFERSON CITY | MO | 65109 | NONE | PC | HEALTH CARE / EVENT SPONSORSHIP | $8,000 | |
| MOSAIC LIFE CARE FOUNDATION | ||||||||
| 518 S 6TH ST | ST JOSEPH | MO | 64501 | NONE | PC | HEALTHCARE / CAPITAL GRANT | $100,000 | |
| NEIGHBOR TO NEIGHBOR ABILENE | ||||||||
| 803 N CEDAR ST | ABELINE | KS | 67410 | NONE | PC | HEALTHCARE / OPERATIONAL GRANT | $250,000 | |
| NETWORK KANSAS | ||||||||
| 550 NORTH 159TH ST E UNIT 208 | WICHITA | KS | 67230 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $552,350 | |
| NEW HOPE SHELTER INC | ||||||||
| 900 W BROADWAY ST BUILDING 7 | NEWTON | KS | 67114 | NONE | PC | ECONOMIC OPPORTUNITY / CAPITAL GRANT | $1,200,000 | |
| NORTH KANSAS CITY HOSPITAL | ||||||||
| 2800 CLAY EDWARDS DR | NORTH KANSAS CITY | MO | 64116 | NONE | PC | HEALTHCARE / PROGRAM GRANT | $384,719 | |
| PIVOTAL HEALTH & WELLNESS INC | ||||||||
| 6731 W 121ST ST STE 100 | OVERLAND PARK | KS | 66209 | NONE | PC | HEALTHCARE / CAPITAL GRANT | $300,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF WICHITA | ||||||||
| 551 N HILLSIDE ST 100 | WICHITA | KS | 67214 | NONE | PC | HEALTH CARE / OPERATIONAL GRANT | $50,000 | |
| RURAL SCHOOLS COLLABORATIVE | ||||||||
| PO BOX 1801 | GALESBURG | IL | 61402 | NONE | PC | EDUCATION / PROGRAM GRANT | $150,000 | |
| ST PAUL LUTHERAN ELEMENTARY SCHOOL | ||||||||
| 407 S MAIN ST | CONCORDIA | MO | 64020 | NONE | PC | OPERATIONAL GRANT | $10,000 | |
| SUNFLOWER RAIL-TRAILS CONSERVANCY | ||||||||
| PO BOX 442043 | LAWRENCE | KS | 66044 | NONE | PC | ECONOMIC OPPORTUNITY / CAPITAL GRANT | $306,375 | |
| THE COMMUNITY FOUNDATION OF NW MISSOURI INC | ||||||||
| 1006 E ST MARTENS DR | ST JOSEPH | MO | 64506 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $10,000 | |
| THE ELLIS FOUNDATION | ||||||||
| 10 STATE ST | FORT SCOTT | KS | 66701 | NONE | PC | 126 EXISTING, 125 NEW STUDENTS | $496,000 | |
| THE ELLIS FOUNDATION | ||||||||
| 10 STATE ST | FORT SCOTT | KS | 66701 | NONE | PC | EDUCATION / SCHOLARSHIP | $250,000 | |
| THE ELLIS FOUNDATION | ||||||||
| 10 STATE ST | FORT SCOTT | KS | 66701 | NONE | PC | PATTERSON LEGACY / SCHOLARSHIP | $698,000 | |
| THE JOURNEY HOME | ||||||||
| 990 NE WASHINGTON BLVD | BARTLESVILLE | OK | 74006 | NONE | PC | HEALTH CARE / OPERATIONAL GRANT | $16,445 | |
| THE NATURE CONSERVANCY IN KANSAS | ||||||||
| 2420 NW BUTTON RD | TOPEKA | KS | 66618 | NONE | PC | HOME COMMUNITY / OPERATIONAL GRANT | $10,000 | |
| UCM ALUMNI FOUNDATION | ||||||||
| PO BOX 800 SMISER ALUMNI CENTER | WARRENSBURG | MO | 64093 | NONE | PC | EDUCATION / SCHOLARSHIP | $45,000 | |
| UNIVERSITY OF KANSAS ENDOWMENT | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | CAROL FABIAN PROFESSORSHIP | $100,000 | |
| UNIVERSITY OF KANSAS SCHOOL OF MEDICINE | ||||||||
| 3901 RAINBOW BOULEVARD | KANSAS CITY | KS | 66160 | NONE | PC | HEALTHCARE / CAPITAL GRANT | $333,333 | |
| UNIVERSITY OF KANSAS SCHOOL OF MEDICINE | ||||||||
| 3901 RAINBOW BOULEVARD | KANSAS CITY | KS | 66160 | NONE | PC | HEALTHCARE / PROGRAM GRANT | $650,370 | |
| USD 256 MARMATON VALLEY SCHOOL DISTRICT | ||||||||
| 128 WEST OAK | MORAN | KS | 66755 | NONE | GOV | EDUCATION / EQUIPMENT GRANT | $11,000 | |
| USD 257 - IOLA | ||||||||
| 305 N WASHINGTON AVE | IOLA | KS | 66749 | NONE | GOV | 2022 - IBR22 CAPITAL GRANT | $95,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | 2022-IBR22 | $10,000 | |
| VICTORY PROJECT | ||||||||
| 2020 BALTIMORE AVE | KANSAS CITY | MO | 64108 | NONE | PC | 2022 SPONSORSHIP | $10,000 | |
| WEST CENTRAL COMMUNITY ACTION AGENCY | ||||||||
| 112 W 4TH ST | APPLETON CITY | MO | 64724 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $277,749 | |
| YOUTH CORE MINISTRIES | ||||||||
| 211 E GARFIELD AVE | GRENSBURG | KS | 67054 | NONE | PC | ECONOMIC OPPORTUNITY / PROGRAM GRANT | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,888,384 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | REMAINING PLEDGE FOR BUILDING CAMPAIGN | $2,500,000 | |
| CERNER CHARITABLE FOUNDATION | ||||||||
| 2800 ROCK CREEK PKWY | KANSAS CITY | MO | 64117 | NONE | PC | ST. SABINA | $450,000 | |
| HARPER COUNTY COMMUNITY FOUNDATION | ||||||||
| 329 N WHEAT LANE | ANTHONY | KS | 67003 | NONE | PC | COMMUNITY ENRICHMENT GRANT FOR CAPITAL AND EQUIPMENT NEEDS | $75,000 | |
| KANSAS 4-H FOUNDATION INC | ||||||||
| 1680 CHARLES PL | MANHATTAN | KS | 66502 | NONE | PC | PROGRAM SUPPORT AND CURRICULUM DEVELOPMENT | $255,350 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | NONE | PC | SCHOOL OF DENISTRY | $3,980,000 | |
| KANSAS HEALTH SCIENCE CENTER | ||||||||
| 217 E DOUGLAS AVENUE | WICHITA | KS | 67202 | NONE | PC | RURAL MEDED HUB PROGRAM | $575,620 | |
| KANSAS STATE UNIVERSITY | ||||||||
| 006 BLUEMONT HALL 1114 MID-CAMPUS | MANHATTAN | KS | 66506 | NONE | PC | RURAL EDUCATION CENTER | $2,479,224 | DR N |
| NORTH KANSAS CITY HOSPITAL | ||||||||
| 2800 CLAY EDWARDS DR | NORTH KANSAS CITY | MO | 64116 | NONE | PC | TELEHEALTH PILOT PRGRAM WITH HARRISON COUNTY HOSPITAL | $384,719 | |
| THE ELLIS FOUNDATION | ||||||||
| 10 STATE ST | FORT SCOTT | KS | 66701 | NONE | PC | ROOTED IN RURAL SCHOLARSHIP PROGRAM | $1,250,000 | |
| UCM ALUMNI FOUNDATION | ||||||||
| PO BOX 800 SMISER ALUMNI CENTER | WARRENSBURG | MO | 64093 | NONE | PC | STUDENT SCHOLARSHIP PROGRAM | $180,000 | |
| UNIVERSITY OF KANSAS ENDOWMENT | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | CAROL FABIAN PROFESSORSHIP | $200,000 | |
| UNIVERSITY OF KANSAS SCHOOL OF MEDICINE | ||||||||
| 3901 RAINBOW BOULEVARD | KANSAS CITY | KS | 66160 | NONE | PC | HEALTHCARE / PROGRAM GRANT | $1,925,258 | |
| USD 374 SUBLETTE SCHOOLS | ||||||||
| 105 W FERN | SUBLETTE | KS | 67877 | NONE | GOV | PRESCHOOL PROGRAM GRANT | $278,982 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,534,153 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,991,754 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $17,205 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,190,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,866,411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,332,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,332,622 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $37,328 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,328 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| GREATER MIAMI COUNTY ECONOMIC DEVELOPMENT CORP | ||||||||||
| 201 S PEARL SUITE 202 | PAOLA | KS | 66071 | 2021-05-27 | $15,000 | FOR EDUCATION, AND TRAINING OF SALARIED PERSONNEL | $1,173 | NO. ALL FUNDS AWARDED IN 2021 SPENT IN 2022 ACCORDING TO GRANT LETTER. | 01/20/2023 | 2023-01-20 |
| KANSAS ECONOMIC DEVELOPMENT ALLIANCE | ||||||||||
| 1000 SW JACKSON STREET SUITE 100 | TOPEKA | KS | 66612 | 2022-08-09 | $5,000 | FOR EDUCATION, AND TRAINING. | $5,000 | NO. ALL FUNDS SPENT ACCORDING TO GRANT LETTER. | 02/24/23 | 2023-02-24 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| CLARIFICATION ON AMOUNTS REPORTED AS RECOVERIES OF QUALIFYING DISTRIBUTIONS | FORM 990-PF PART X LINE 4 | ON JUNE 30, 2022 THE PATTERSON FAMILY FOUNDATION EXECUTED A CLASSIFICATION CHANGE FROM A CHARITABLE TRUST ("PREDECESSOR") TO A CHARITABLE CORPORATION ("SUCCESSOR") AND DISTRIBUTED ALL TRUST ASSETS TO SUCCESSOR. ALL OF PREDECESSOR'S UNDISTRIBUTED INCOME WAS ALSO TRANSFERRED TO "SUCCESSOR". ALL AMOUNTS REPORTED ON FORM 990-PF PART X LINE 4 RELATE TO PREDECESSOR'S 2022 UNDISTRIBUTED INCOME AS OF JUNE 30, 2022 TRANSFERRED TO SUCCESSOR AND FOR WHICH SUCCESSOR WILL ENSURE DISTRIBUTION BY DECEMBER 31, 2023. PLEASE ALSO REFER TO THE 2022 FORM 990-PF FOR THE PATTERSON FAMILY FOUNDATION (EIN: 20-7550081). |
| DEPRECIATION SUPPORTING STATEMENT | 990-PF PART I LINE 19 | THE PATTERSON FAMILY FOUNDATIONDEPRECIATION SUPPORTING STATEMENTFOR YEAR ENDED 12/31/2022ASSET DESCRIPTION WORKSPACE #2PLACED IN SERVICE 09/21/2017COST/OTHER BASIS $3,598.81ACCUMULATED DEPRECIATION - $2,977.59METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $257.06ASSET DESCRIPTION WORKSPACE #5PLACED IN SERVICE 09/21/2017COST/OTHER BASIS $3,085.93ACCUMULATED DEPRECIATION - $2,553.24METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $220.43ASSET DESCRIPTION WORKSPACE #6PLACED IN SERVICE 09/21/2017COST/OTHER BASIS $3,880.75ACCUMULATED DEPRECIATION - $3,210.85METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $277.20ASSET DESCRIPTION ICEMAKERPLACED IN SERVICE 09/21/2017COST/OTHER BASIS $2,946.77ACCUMULATED DEPRECIATION - $2,438.10METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $210.49ASSET DESCRIPTION CONFERENCE TABLEPLACED IN SERVICE 01/18/2018COST/OTHER BASIS $5,791.73ACCUMULATED DEPRECIATION - $4,516.17METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $413.70ASSET DESCRIPTION 4 LUCAS LEATHER SWIVEL BASE CHAIRSPLACED IN SERVICE 04/30/2019COST/OTHER BASIS $2,675.48ACCUMULATED DEPRECIATION - $1,401.44METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $191.11ASSET DESCRIPTION IKEA FILE ROOM STORAGEPLACED IN SERVICE 07/31/2019COST/OTHER BASIS $3,239.72ACCUMULATED DEPRECIATION - $1,632.85METHOD STRAIGHT LINELIFE 7 YEARCURRENT YEAR DEPRECIATION - $231.41ASSET DESCRIPTION MERAKI MR 53 CLOUD MANAGED APPPLACED IN SERVICE 09/21/2017COST/OTHER BASIS $3,413.50ACCUMULATED DEPRECIATION - $3,413.50METHOD STRAIGHT LINELIFE 5 YEARCURRENT YEAR DEPRECIATION - $0ASSET DESCRIPTION MERAKI MS 250-48FP SERVERPLACED IN SERVICE 09/21/2017COST/OTHER BASIS $10,468.26ACCUMULATED DEPRECIATION - $10,468.26METHOD STRAIGHT LINELIFE 5 YEARCURRENT YEAR DEPRECIATION - $0ASSET DESCRIPTION SIRIUS UCS SP C220M4SPLACED IN SERVICE 09/21/2017COST/OTHER BASIS $4,752.40ACCUMULATED DEPRECIATION - $4,752.40METHOD STRAIGHT LINELIFE 5 YEARCURRENT YEAR DEPRECIATION - $0ASSET DESCRIPTION ARCHITECT FEESPLACED IN SERVICE 09/21/2017COST/OTHER BASIS $2,792.29ACCUMULATED DEPRECIATION - $2,792.29METHOD STRAIGHT LINELIFE 60.3 MONTHSCURRENT YEAR DEPRECIATION - $0ASSET DESCRIPTION LEASEHOLD COSTSPLACED IN SERVICE 09/21/2017COST/OTHER BASIS $107,704.49ACCUMULATED DEPRECIATION - $107,704.49METHOD STRAIGHT LINELIFE 60.3 MONTHSCURRENT YEAR DEPRECIATION - $0 |
| CONTROLLED FOREIGN PARTNERSHIP REPORTING | THE TAXPAYER WAS REQUIRED TO FILE FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERS EXCEPTION. THE TAXPAYER HAS A DIRECT INTEREST IN THE FOLLOWING ENTITY WHICH FILED FORM 8865:EXCOLO FUND I, LP209 W. 47TH STREET SUITE 200KANSAS CITY, MO 64112-1604THE TAXPAYER WOULD HAVE HAD TO FILE FORM 8865 FOR ITS INDIRECT OWNERSHIP IN THE FUND LISTED BELOW BUT FOR THIS EXCEPTION.HPS SPECIALTY LOAN INTERNATIONAL FUND V-L, LPP.O. BOX 30142GRAND CAYMAN, CJ KY1-1201CREDIT VALUE ONTARIO VI, LP152928 CANADA INC. 199 BAY STTORONTO, ONTARIO CA M5L 1B9STEPSTONE TACTICAL GROWTH FUND III OFFSHORE LP4225 EXECUTIVE SQUARE, SUITE 1600LA JOLLA, CA 92037BLUE OWL GP STAKES V OFFSHORE INVESTORS LP (FKA DYAL VOFFSHORE INVESTORS LP)399 PARK AVENUE 37TH FLOORNEW YORK, NY 10022HAVELI GAMING FUND I, LP1303 SAN ANTONIO SUITE 700AUSTIN, TX 78701CREDIT VALUE ONTARIO VII, LP152928 CANADA INC. 199 BAY STTORONTO, ONTARIO CA M5L 1B9 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,647,930 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,647,930 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCOLO FUND I | FMV | $750,631,272 | $750,631,272 |
| PFF HOLDINGS LLC | FMV | $479,612,771 | $479,612,771 |
| PFF RE KCK I LLC | FMV | $10,213,783 | $10,213,783 |
| PFF VC - OLS, LLC | FMV | $310,817 | $310,817 |
| ROCK ISLAND CAPITAL FUND I, LP | FMV | $153,181 | $153,181 |
| EURO PRINCIPAL CURRENCY | FMV | $366 | $366 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $51,983 | LegalFeesAmt |
| Net Investment Income | $33,235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,748 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASEHOLD DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,680 | EOYBookValueAmt |
| EOYFMV | $15,680 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTOMOBILE EXPENSE | $194 | $0 | $194 |
| BANK SERVICE CHARGES | $712 | -$10 | $722 |
| SUPPLIES | $2,502 | $0 | $2,502 |
| BREAKROOM SUPPLIES | $1,489 | $0 | $1,489 |
| INSURANCE | $22,317 | $9,624 | $12,693 |
| MARKETING & BRANDING | $2,112 | $0 | $2,112 |
| BUSINESS LICENSES, PERMITS, FEE | $79 | $51 | $28 |
| COMPUTER HARDWARE | $353 | $0 | $353 |
| COMPUTER SOFTWARE | $7,500 | $0 | $7,500 |
| COPY MACHINE CHARGES | $1,051 | $0 | $1,051 |
| MEALS, ENTERTAINMENT | $1,965 | $0 | $1,965 |
| POSTAGE AND DELIVERY | $58 | $0 | $58 |
| DUES AND SUBSCRIPTIONS | $21,799 | $0 | $21,799 |
| NLP LEGACY PROJECTS | $3,123 | $0 | $3,123 |
| MISCELLANEOUS | $1,714 | $0 | $1,714 |
| GIFTS | $37 | $0 | $37 |
| REPAIRS AND MAINTENANCE | $132 | $0 | $132 |
| CONTINUED EDUCATION/ SEMINARS | $3,542 | $0 | $3,542 |
| CHARITABLE FROM PASSTHROUGHS | $0 | $0 | $157 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | $2,190,074 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,424,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $63,382,888 |
| TRANSFER FROM PREDECESSOR FOUNDATION | $1,206,589,040 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EFI GUARANTEED PAYMENT | $2,676,843 | $0 | $0 |
| EFI OTHER PROF FEES | $423,645 | $0 | $0 |
| PANDI CAPITAL | $36,278 | $36,278 | $0 |
| CUSTODY FEES | $34,848 | $34,848 | $0 |
| WELLS FARGO/ JP MORGAN ACCOUNT FEES | $521,530 | $521,530 | $0 |
| FINANCIAL CONSULTING | $201,864 | $198,632 | $3,233 |
| OTHER MISC CONSULTING | $56,129 | $0 | $56,129 |
| IT CONSULTING | $2,170 | $0 | $2,170 |
| INVESTMENT SUBSCRIPTON | $51,867 | $51,867 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $30,972 | $28,596 | $0 |
| REAL ESTATE TAXES | $32,873 | $32,873 | $0 |
| FEDERAL INCOME TAXES | $1,015,000 | $0 | $0 |