KATHLEEN L AND MICHAEL J RAINEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KATHLEEN L AND MICHAEL J RAINEN FAMILY FOUNDATION (EIN 43-6805204)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349102508
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:08:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-14 | 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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,085,144 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $118,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,150 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $118,150 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $435,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,156,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $435,736 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $553,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,886 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $118,150 | 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 | $40,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,070 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,429 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $298,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,887 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $118,150 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,648 | CashBOYAmt |
| Cash EOY | $259,565 | CashEOYAmt |
| Cash EOYFMV | $259,565 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $531,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $596,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $596,995 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,177,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,228,584 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,228,584 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,716,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,085,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,085,144 | 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 | $7,716,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,085,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,716,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,085,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,716,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,085,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,716,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $298,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,092 | OtherIncreasesAmt |
| Subtotal | $8,085,144 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,085,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY - SHORT TERM | $705,497 | $736,800 | -$31,303 | -$31,303 | |
| MORGAN STANLEY - LONG TERM | $1,119,376 | $797,284 | $322,092 | $322,092 | |
| FIDELITY - SHORT TERM | $99,773 | $69,381 | $30,392 | $30,392 | |
| FIDELITY - LONG TERM | $115,163 | $26,142 | $89,021 | $89,021 | |
| SCHWAB - LONG TERM | $101,028 | $91,089 | $9,939 | $9,939 | |
| SCHWAB - SHORT TERM | $45 | $45 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $15,595 | $15,595 | $15,595 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $435,736 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$911 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,256 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,256 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,831 | TaxDueAmt |
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 | ||||||||
| 1001 10TH AVENUE SOUTH 201 | NAPLES | FL | 34102 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN L RAINEN | ||||||||
| 1001 10TH AVENUE SOUTH 201 | NAPLES | FL | 34102 | 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 | $6,821,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,009,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,009,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,904,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,087 | TotalTaxAmt |
| Distributable Before Adj | $338,115 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,115 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $338,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $207,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,115 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131,720 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $131,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,830 | 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 | $262,285 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICES OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST SUITE 103 | OVERLAND PARK | KS | 66211 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET SUITE 201 | OVERLAND PARK | KS | 66211 | N/A | PUBLIC CHARITY | CHARITABLE | $27,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | N/A | PUBLIC CHARITY | CHARITABLE | $1,200 |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| KANSAS CITY HOSPICE FOUNDATION | |||||||
| 9001 STATE LINE RD STE 300 | KANSAS CITY | MO | 64114 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| KANSAS CITY STARLIGHT THEATRE | |||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| RUCKUSROOTS | |||||||
| PO BOX 411064 | LOS ANGELES | CA | 90041 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| TEMPLE SHALOM NAPLES | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | N/A | PUBLIC CHARITY | CHARITABLE | $2,750 |
| BOY SCOUT TROOP 61 | |||||||
| 14200 LAMAR AVE | OVERLAND PARK | KS | 66223 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 1201 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SAINT LOUIS CHILDREN'S HOSPITAL | |||||||
| ONE CHILDRENS PLACE | ST LOUIS | MO | 63110 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| NAPLES CENTRAL HOSPITAL DIPLOMAT PROGRAM | |||||||
| 350 7TH STREET N | NAPLES | FL | 34106 | N/A | PUBLIC CHARITY | CHARITABLE | $7,500 |
| GORLIN SYNDROM | |||||||
| 3005 S LAMAR BLVD STE D 109 264 | AUSTIN | TX | 78704 | N/A | PUBLIC CHARITY | CHARITABLE | $123,000 |
| TEMPLE ISRAEL | |||||||
| 9300 NALL AVENUE | OVERLAND PARK | KS | 66207 | N/A | PUBLIC CHARITY | CHARITABLE | $3,100 |
| KOL AMI (KC) | |||||||
| 4500 WALNUT STREET | KANSAS CITY | MO | 64111 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| HNC LIVING FOUNDATION | |||||||
| 8100 NEWTON ST STE 100 | OVERLAND PARK | KS | 66204 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| BAKER SENIOR CENTER NAPLES | |||||||
| 6200 AUTUMN OAKS LANE | NAPLES | FL | 34119 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| BOY SCOUTS OF AMERICA HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES ROAD | KANSAS CITY | MO | 64131 | PUBLIC CHARITY | CHARITABLE | $7,000 | |
| COMPASSION & CHOICES | |||||||
| 8156 S WADSWORTH BLVD UNIT E 162 | LITTLETON | CO | 80128 | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| CROHN'S & COLITIS FOUNDATION INC | |||||||
| 733 3RD AVENUE SUITE 150 | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,550 | 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 | $118,150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $553,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,886 | 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 | 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 | $3,264,068 | $3,264,068 |
| PELLEPHARM, INC. | FMV | $150,000 | $150,000 |
| MORGAN STANLEY SECURITIES | FMV | $3,430,984 | $3,430,984 |
| FIDELITY | FMV | $383,532 | $383,532 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE | Desc |
| Amt | $70,092 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $40,070 | Amt |
| Net Investment Income | $40,070 | 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 | $3,442 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $1,429 | $1,429 | $0 | $0 |