JAGODA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAGODA FAMILY FOUNDATION (EIN 43-6884619)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202541279349103904
- 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 Corp Stock Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T17:05:01-05:00 | 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 | 436884619 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAGODA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAGO | BusinessNameControlTxt |
| Phone | 9133414411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4190 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE JAGODA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9133414411 | PhoneNum |
| Signature | 2025-05-07 | 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 | DONALD FRIEND II | PreparerPersonNm |
| PTIN | P00546198 | 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 | $1,380,270 | 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 | $13,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,954 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,555 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $504,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $489,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,322,715 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $547,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,380,270 | 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 | $547,419 | RetainedEarningBOYAmt |
| Retained Earning EOY | $546,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $547,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $547,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $547,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,857 | OtherIncreasesAmt |
| Subtotal | $546,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LONG TERM CAPITAL TRANSACTIONS | $34,170 | $35,000 | -$830 | -$830 | |
| CAPITAL GAINS DIVIDENDS | $47,631 | $47,631 | $47,631 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,017 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,017 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $211 | OverpaymentAmt |
| Applied To ES Tax | $211 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN D JAGODA | IndividualWithBooksNm |
| Phone | 9133414411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7031 W 97TH TERRACE | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D JAGODA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4190 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,300,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,333,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,333,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,313,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $806 | TotalTaxAmt |
| Distributable Before Adj | $64,847 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,847 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,847 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,674 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,464 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,973 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,674 | ExcessFromYear4Amt |
| Excess From Year2 | $12,767 | ExcessFromYear2Amt |
| Excess From Year1 | $7,879 | ExcessFromYear1Amt |
| Excess From Current Year | $2,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY INTEGRATED ARTS | ||||||
| 800 W MEYER BLVD | KANSAS CITY | MO | 64113 | CHARITABLE | GENERAL USE | $1,000 |
| AGAINST ALL ODDS ANIMAL RESCUE | ||||||
| 6900 NE SMITH DRIVE | HAMILTON | MO | 64644 | CHARITABLE | GENERAL USE | $750 |
| AMERICAN CANCER SOCIETY | ||||||
| 1100 PENNSYLVANIA AVENUE | KANSAS CITY | MO | 64105 | CHARITABLE | GENERAL USE | $1,000 |
| BIG BROTHERS BIG SISTERS OF GREATER KANSAS CITY | ||||||
| 1709 WALNUT STREET | KANSAS CITY | MO | 64108 | CHARITABLE | GENERAL USE | $1,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | CHARITABLE | GENERAL USE | $500 |
| CHAIN OF HOPE KC | ||||||
| PO BOX 16926 | KANSAS CITY | MO | 64108 | CHARITABLE | GENERAL USE | $1,000 |
| CHILDREN'S MERCY HOSPITAL | ||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | CHARITABLE | GENERAL USE | $5,000 |
| CITY UNION MISSION | ||||||
| 1100 EAST 11TH STREET | KANSAS CITY | MO | 64106 | CHARITABLE | GENERAL USE | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVESTE 1100 N | BETHESDA | MD | 20814 | CHARITABLE | GENERAL USE | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE | GENERAL USE | $1,000 |
| GREAT PLAINS SPCA ANIMAL SHELTER | ||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | CHARITABLE | GENERAL USE | $750 |
| HARVESTERS COMMUNITY FOOD NETWORK | ||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | CHARITABLE | GENERAL USE | $1,500 |
| HENRY W BLOCH SCHOOL OF MANAGEMENT (UMKC BUSINESS SCHOOL FOUNDATION) | ||||||
| VOLKER CAMPUS 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | CHARITABLE | GENERAL USE | $1,000 |
| HIGHLAWN MONTESSORI SCHOOL (ASSOCIATION MONTESSORI INTERNATIONAL) | ||||||
| 3531 SOMERSET DRIVE | PRAIRIE VILLAGE | KS | 66208 | CHARITABLE | GENERAL USE | $2,000 |
| JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY | ||||||
| 5801 W 115TH STREET 101 | OVERLAND PARK | KS | 66211 | CHARITABLE | GENERAL USE | $5,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||
| 5801 W 115TH STREET 201 | OVERLAND PARK | KS | 66211 | CHARITABLE | GENERAL USE | $3,000 |
| JEWISH NATIONAL FUND | ||||||
| 78 RANDALL AVE | ROCKVILLE CTR | NY | 11570 | CHARITABLE | GENERAL USE | $500 |
| KANSAS CITY STARLIGHT THEATRE | ||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | CHARITABLE | GENERAL USE | $2,000 |
| KANSAS CITY ZOO | ||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | CHARITABLE | GENERAL USE | $6,000 |
| KC PET PROJECT | ||||||
| 7077 ELMWOOD AVE | KANSAS CITY | MO | 64132 | CHARITABLE | GENERAL USE | $1,500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 1201 15TH STREET NW STE 410 | WASHINGTON | DC | 20005 | CHARITABLE | GENERAL USE | $500 |
| MIDWEST CENTER HOLOCAUST EDUCATION | ||||||
| 5801 W 115TH STREET SUITE 106 | OVERLAND PARK | KS | 66211 | CHARITABLE | GENERAL USE | $1,000 |
| MISSOURI REPRETORY THEATER | ||||||
| 4825 TROOST AVE STE 101 | KANSAS CITY | MO | 64110 | CHARITABLE | GENERAL USE | $1,000 |
| MISSOURI WESTERN SECOND ECCLESIASDTICAL JURISDICTION | ||||||
| 11401 E 47TH STREET | KANSAS CITY | MO | 64133 | CHARITABLE | GENERAL USE | $6,000 |
| MOCSA (METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT) | ||||||
| 3100 BROADWAY SUITE 400 | KANSAS CITY | MO | 641112591 | CHARITABLE | GENERAL USE | $500 |
| NELSON ATKINS MUSEUM OF ART | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | CHARITABLE | GENERAL USE | $1,000 |
| NO KIDS HUNGRY (SHARE OUR STRENGTH) | ||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | CHARITABLE | GENERAL USE | $1,000 |
| PEMBROKE HILL SCHOOL | ||||||
| 400 W 51ST STREET | KANSAS CITY | MO | 64112 | CHARITABLE | GENERAL USE | $2,500 |
| PET RESOURCE CENTER OF KANSAS CITY (KC SPAY AND NEUTER) | ||||||
| 1116 E 59TH STREET | KANSAS CITY | MO | 64110 | CHARITABLE | GENERAL USE | $1,000 |
| SHALOM ORLANDO | ||||||
| 851 N MAITLAND AVENUE | MAITLAND | FL | 32751 | CHARITABLE | GENERAL USE | $2,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | CHARITABLE | GENERAL USE | $500 |
| TEMPLE B'NAI JEHUDAH | ||||||
| 12320 NALL AVE | OVERLAND PARK | KS | 66209 | CHARITABLE | GENERAL USE | $2,000 |
| THE RABBIT HOLE KC | ||||||
| 919 E 14TH AVE | KANSAS CITY | MO | 64116 | CHARITABLE | GENERAL USE | $1,000 |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | W HOLLYWOOD | CA | 90069 | CHARITABLE | GENERAL USE | $1,000 |
| UC BERKELEY FOUNDATION | ||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | CHARITABLE | GENERAL USE | $500 |
| UNCOVER KC | ||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | CHARITABLE | GENERAL USE | $1,000 |
| UNION STATION KC | ||||||
| 30 W PERSHING ROAD STE 400 | KANSAS CITY | MO | 64108 | CHARITABLE | GENERAL USE | $1,000 |
| UNITED ARTS OF CENTRAL FLORIDA | ||||||
| 216 PASADENA PLACE | ORLANDO | FL | 32803 | CHARITABLE | GENERAL USE | $2,500 |
| VILLAGE SHALOM | ||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 66209 | CHARITABLE | GENERAL USE | $1,000 |
| WILLIAMS EDUCATION FUND (KANSAS ATHLETICS INC) | ||||||
| 1651 NAISMITH DRIVE | LAWRENCE | KS | 66045 | CHARITABLE | GENERAL USE | $3,000 |
| WONDERSCOPE CHILDREN'S MUSEUM | ||||||
| 433 E RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | CHARITABLE | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,500 | 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 | $13,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,454 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,454 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEND & ASSOCIATES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $489,175 | EOYBookValueAmt |
| EOYFMV | $1,322,715 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION TO COST BASIS | Desc |
| Amt | $8,857 | Amt |