RONALD D DEFFENBAUGH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RONALD D DEFFENBAUGH FOUNDATION (EIN 26-6095573)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349103613
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:24:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266095573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald D Deffenbaugh Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Charles E Wetzler - Trustee | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHARLES E WETZLER | InCareOfNm |
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 9138143830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 West 135th Street | AddressLine1Txt |
| City | Leawood | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Rosenau | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9138143630 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Rosenau | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,494,593 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,907,486 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,087,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,087,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,839 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,760,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,839 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $337 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,014,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,106,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $287 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $284 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $899,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $460,052 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $447,740 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,693 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,693 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $79,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,521 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,130 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,007,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $524,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $452,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,856,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,856,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,863,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $524,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,309,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,150,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,451,831 | CashBOYAmt |
| Cash EOY | $6,071,444 | CashEOYAmt |
| Cash EOYFMV | $6,071,444 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,449,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $732,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $732,422 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $419,439 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $501,340 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $501,340 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,205,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,774,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,774,259 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $228,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $316,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $316,099 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,677,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,094,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,094,231 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,915 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,798 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,798 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,442,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,494,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,494,593 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,234 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,309 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,309 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $59,429,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,489,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,429,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,489,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,442,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,494,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,429,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,150,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,909,168 | OtherIncreasesAmt |
| Subtotal | $67,489,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $67,489,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE 0598 SHORT TERM INVESTMENT | 2020-01-01 | 2020-12-31 | $273,966 | $271,797 | $2,169 | $2,169 | |
| TD AMERITRADE 0598 LONG TERM INVESTMENT | 2019-01-01 | 2020-12-31 | $2,878,351 | $2,699,475 | $178,876 | $178,876 | |
| MERRILL LYNCH 4210 SHORT TERM INVESTMENT | 2020-01-01 | 2020-12-31 | $227,033 | $227,623 | -$590 | -$590 | |
| MERRILL LYNCH 4210 LONG TERM INVESTMENT | 2019-01-01 | 2020-12-31 | $65,887 | $63,317 | $2,570 | $2,570 | |
| MERRILL LYNCH 4104 SHORT TERM INVESTMENT | 2020-01-01 | 2020-12-31 | $2,978,624 | $3,234,034 | -$255,410 | -$255,410 | |
| MERRILL LYNCH 4104 LONG TERM INVESTMENT | 2019-01-01 | 2020-12-31 | $2,336,868 | $2,164,285 | $172,583 | $172,583 | |
| CAPITAL GAIN DIVIDENDS | $17,840 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,840 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,840 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,840 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,840 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,840 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,839 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,095 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,095 | SubtotalAmt |
| Tax Based On Investment Income | $8,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,019 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $54,019 | TotalPaymentsAndCreditsAmt |
| Overpayment | $45,924 | OverpaymentAmt |
| Applied To ES Tax | $45,924 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E WETZLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9138143830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 WEST 135TH STREET | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | 0 | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES E WETZLER | ||||||||
| 4501 West 135th Street | Leawood | KS | 66224 | TRUSTEE | 15.0 | $0 | $0 | $0 |
| MARK O ROSENAU | ||||||||
| 4501 West 135th Street | Leawood | KS | 66224 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| GEORGE MCGREW | ||||||||
| 4501 West 135th Street | Leawood | KS | 66224 | TRUSTEE | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RDD FAMILY OFFICE | |||||
| PO BOX 482146 | KANSAS CITY | MO | 64148 | MANAGEMENT SERVICES | $586,419 |
| MERRILL LYNCH | |||||
| 540 W MADISON STREET STE 2020 | CHICAGO | IL | 60661 | INVESTMENT SERVICES | $154,326 |
| TD AMERITRADE | |||||
| PO BOX 2209 | OMAHA | NE | 68103 | INVESTMENT SERVICES | $120,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,845,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,142,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,988,558 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,988,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $824,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,163,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,708,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,708,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,095 | TotalTaxAmt |
| Distributable Before Adj | $2,700,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,700,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,700,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,309,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,309,289 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,309,289 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,700,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $770,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $104,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $875,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,309,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,309,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $390,803 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $390,803 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $484,898 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $380,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $104,766 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WOMEN'S EMPLOYMENT NETWORK | ||||||||
| 920 MAIN ST SUITE 100 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| CATHOLIC CHARITIES FOUNDATION | ||||||||
| 2050 Ballenger Ave Suite 400 | Alexandria | VA | 22314 | NONE | PC | GENERAL OPERATIONS | $85,000 | |
| Boys Hope Girls Hope of Kansas City | ||||||||
| 12120 State Line Rd 104 | Leawood | KS | 66209 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Carry the Cross Ministries | ||||||||
| 5517 Freeman Ave B | Kansas City | KS | 66102 | NONE | PC | GENERAL OPERATIONS | $90,000 | |
| Christmas in October | ||||||||
| 3261 Roanoke Rd | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Developing Potential Inc (DPI) | ||||||||
| 251 NW Executive Way Suite 200 | Lees Summit | MO | 64063 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| Donnelly College | ||||||||
| 608 N 18 St | Kansas City | KS | 66102 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Drumm Center for Children (Drumm Farm) | ||||||||
| 3210 S Lees Summit Rd | Independence | MO | 64055 | NONE | PC | GENERAL OPERATIONS | $65,000 | |
| Gordon Parks Elementary School | ||||||||
| 3715 Wyoming St | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| Job One Inc | ||||||||
| 1085 S Yuma Ave | Independence | MO | 64056 | NONE | PC | GENERAL OPERATIONS | $51,315 | |
| Kansas City Scholars | ||||||||
| 8080 Ward Pkwy 402 | Kansas City | MO | 64114 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Kauffman Center for the Performing Arts | ||||||||
| 1601 Broadway Blvd | Kansas City | MO | 64108 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| Medical Missions Foundation | ||||||||
| 8363 Melrose Dr | Lenexa | KS | 66214 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| Performing Arts Foundation | ||||||||
| 1020 Central Suite 200 | Kansas City | MO | 64105 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| Sherwood Autism Center | ||||||||
| 8030 Ward Parkway Plaza | Kansas City | MO | 64114 | NONE | PC | GENERAL OPERATIONS | $65,000 | |
| William Jewell College | ||||||||
| 500 College Hill | Liberty | MO | 64068 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| Citizens of the World Kansas City | ||||||||
| 3435 Broadway Boulevard | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| GoodLife Innovations Inc | ||||||||
| 11627 W 79th Street | Lenexa | KS | 66214 | NONE | PC | GENERAL OPERATIONS | $65,000 | |
| In the Name of GRACE | ||||||||
| 118 N Conistor Lane Suite B Box 2 | Liberty | MO | 640681909 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Kansas City K-Life | ||||||||
| 2015 W 79th Street | Prairie Village | KS | 66208 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| NourishKC | ||||||||
| PO Box 412458 | Kansas City | MO | 64141 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Rockhurst Hurtado Scholars Program | ||||||||
| 9301 State Line Road | Kansas City | MO | 64114 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Seton Center Inc | ||||||||
| 2816 E 23rd Street | Kansas City | MO | 64127 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Start at Zero | ||||||||
| 5508 Troost Avenue | Kansas City | MO | 64110 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| The Signatry | ||||||||
| 7171 W 95th Street 501 | Overland Park | KS | 66212 | NONE | PC | GENERAL OPERATIONS | $200,000 | |
| Welcome House Inc | ||||||||
| 1414 E 27th Street | Kansas City | MO | 64108 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Youthfront | ||||||||
| 4600 Rainbow Boulevard | Kansas City | KS | 66103 | NONE | PC | GENERAL OPERATIONS | $30,000 | |
| Greater Kansas City Community Foundation | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| Down Syndrome Guild of Greater Kansas City | ||||||||
| 5960 DEARBORN ST | MISSION | KS | 66202 | NONE | PC | GENERAL OPERATIONS | $150,000 | |
| Oakhill Day School | ||||||||
| 7019 N CHERRY ST | GLADSTONE | MO | 64118 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| First Call | ||||||||
| 40 S 18TH ST | KANSAS CITY | KS | 66102 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Gilda's Club Kansas City | ||||||||
| 21 43RD ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Inclusion Connections | ||||||||
| 2073 E SANTA FE | OLATHE | KS | 66062 | NONE | PC | GENERAL OPERATIONS | $17,000 | |
| Family Conservancy | ||||||||
| 444 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Museum at Prairiefire Foundation | ||||||||
| 5801 W 135TH ST | OVERLAND PARK | KS | 66223 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Northland Early Education Center | ||||||||
| 8630 N OAK TRAFFICWAY | KANSAS CITY | MO | 64155 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| Special Olympics Kansas | ||||||||
| 5280 FOXRIDGE DRIVE | MISSION | KS | 66202 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Starlight Theatre Association of Kansas City | ||||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| The Light House Inc | ||||||||
| 3212 CENTRAL ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $63,000 | |
| The Willow Domestic Violence Center | ||||||||
| 1920 MOODIE RD | LAWRENCE | KS | 66046 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Global Orphan Project | ||||||||
| 3161 WYANDOTTE ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Mesner Puppet Theater | ||||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $5,000 | SUITE LL2D |
| Emmanuel Baptist Church | ||||||||
| 10100 METCALF AVE | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL OPERATIONS | $30,000 | |
| Kansas City Autism Training Center | ||||||||
| 10842 MCGEE ST | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| Tikkun-KC Inc | ||||||||
| 300 E 39TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Veterans Community Project | ||||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Englewood Arts | ||||||||
| 10901 E WINNER RD | INDEPENDENCE | MO | 64052 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| One Heart Project | ||||||||
| PO BOX 92790 | SOUTHLAKE | TX | 76092 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| Hope Family Care Center | ||||||||
| 3027 PROSPECT AVE | KANSAS CITY | MO | 64128 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Wonderscope Children's Museum | ||||||||
| 433 E RED BRIDGE RD | KANSAS CITY | MO | 64131 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,856,315 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,087,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,106,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,106,789 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RONALD DEFFENBAUGH SR MANAGEMENT TR | ||||||
| 1 | 2345 GRAND BLVD STE 2400 | KANSAS CITY | MO | 64108 | $27,000 | Yes (X) |
| RONALD D DEFFENBAUGH SR CLT DTD 5-1 | ||||||
| 2 | PO BOX 482146 | KANSAS CITY | MO | 64148 | $6,025,486 | Yes (X) |
| RONALD DEFFENBAUGH SR IRREVOCABLE 2 | ||||||
| 3 | PO BOX 482146 | KANSAS CITY | MO | 64148 | $855,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VERIZON COMMUNICATIONS | $24,750 | $24,750 |
| GOLDMAN SACHS GROUP INC | $42,360 | $42,360 |
| SHELL INTERNATIONAL FIN | $26,354 | $26,354 |
| CITIGROUP INC | $25,214 | $25,214 |
| WELLS FARGO & COMPANY | $26,073 | $26,073 |
| MORGAN STNALEY | $17,126 | $17,126 |
| COMCAST CORP | $25,279 | $25,279 |
| JPMORGAN CHASE & CO | $34,163 | $34,163 |
| GENERAL ELEC CAP CORP | $18,975 | $18,975 |
| ENTERPRISE PRODCUTS OPER | $17,848 | $17,848 |
| MICROSOFT CORP | $32,968 | $32,968 |
| CVS HEALTH CORP | $24,989 | $24,989 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH | $25,490,517 | $25,490,517 |
| TD AMERITRADE | $27,774,958 | $27,774,958 |
| CROSSFIRST BANKSHARES | $1,508,784 | $1,508,784 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $501,340 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $501,340 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE STRAT VII | $560,734 | $560,734 |
| STRATEGIC V | $112,001 | $112,001 |
| CQS DIRECTIONAL | $353,312 | $353,312 |
| EMSO SAQUARO LTD | $477,503 | $477,503 |
| AG MORTGAGE VALUE | $402,009 | $402,009 |
| BEACH POINT ACCESS LTD | $581,011 | $581,011 |
| MONARCH DEBT RECOVERY | $405,912 | $405,912 |
| OXOFII ACCESS LTD | $732,657 | $732,657 |
| RENAISSANCE ACCESS | $634,122 | $634,122 |
| OAK STREET FUND | $754,970 | $754,970 |
| NB COINVEST | $80,000 | $80,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $287 | LegalFeesAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $284 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $10,915 | BOYBookValueAmt |
| EOY Book Value | $4,798 | EOYBookValueAmt |
| EOYFMV | $4,798 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK SERVICE FEES | $832 | $832 |
| OTHER PORTFOLIO DEDUCTIONS | $17,298 | $17,298 |
| MISCELLANEOUS EXPENSES | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $337 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $337 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,909,168 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $13,234 | BOYBookValueAmt |
| EOY Book Value | $5,309 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $313,447 | $313,447 | |
| MANAGEMENT FEES | $586,419 | $146,605 | $447,740 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $41,521 | $41,521 |
| EXCISE TAX | $37,587 |