RONALD D DEFFENBAUGH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RONALD D DEFFENBAUGH FOUNDATION (EIN 26-6095573)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349101245
- Schema version
- 2019v5.1
- 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
- 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 | 2020-11-12T12:54:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Megan Mallen CPA | PreparerPersonNm |
| PTIN | P00787170 | PTIN |
| Phone | 8162216300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43372220203175000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9BBB8F3EAFAB0666486D8ACE2592746518868FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9BBB8F3EAFAB0666486D8ACE2592746518868FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,442,484 | 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 | $6,972,486 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,200,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,192,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,912,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,795,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,912,625 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $795 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $795 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,086,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,105,984 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $48 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,797 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $797,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $400,282 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $396,778 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,331 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,331 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $72,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,650 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,436 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $893,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $453,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $401,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,254,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,254,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,148,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $453,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,656,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,938,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,652,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,338,826 | CashBOYAmt |
| Cash EOY | $6,451,831 | CashEOYAmt |
| Cash EOYFMV | $6,451,831 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,455,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,449,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,449,160 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $419,439 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $419,439 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,356,394 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,205,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,205,677 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $228,118 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $228,118 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,531,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,677,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,677,344 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,298 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,915 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,915 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,693,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,442,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,442,484 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,025 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,234 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,234 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $47,683,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,429,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,683,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,429,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,693,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,442,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,683,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,938,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,807,574 | OtherIncreasesAmt |
| Subtotal | $59,429,252 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,429,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 4104 | P | 2019-12-31 | $6,330,793 | $6,137,996 | $194,267 | $192,797 |
| MERRILL LYNCH 4210 | P | 2019-12-31 | $5,844 | $7,293 | -$1,449 | -$1,449 |
| TD AMERITRADE 0598 | P | 2019-12-31 | $21,629 | $21,909 | -$280 | -$280 |
| TD AMERITRADE 0598 | P | 2019-12-31 | $435,307 | $452,965 | -$16,080 | -$17,658 |
| MERRILL LYNCH 4210 | P | 2019-12-31 | $1,316,516 | $1,332,048 | -$15,532 | -$15,532 |
| MERRILL LYNCH 4104 | 2019-12-31 | $14,462,247 | $12,933,788 | $1,528,459 | $1,528,459 | |
| MERRILL LYNCH 4103 | 2019-12-31 | $21 | $21 | |||
| CAPITAL GAIN DIVIDENDS | P | $196,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,912,625 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,757,751 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,767,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $731,215 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,457,776 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,797,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.004715 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,878,536 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,371,981 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,138,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,662,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064472 | DistributionYr5Rt |
| Total Distribution | 0.214503 | TotalDistributionRt |
| Average Distribution | 0.042901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,297,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,200,733 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,522 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,227,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,656,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $26,522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,522 | SubtotalAmt |
| Tax Based On Investment Income | $26,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,541 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $38,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $80,541 | TotalPaymentsAndCreditsAmt |
| Overpayment | $54,019 | OverpaymentAmt |
| Applied To ES Tax | $54,019 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | 1.0 | $0 | $0 | $0 |
| MARK O ROSENAU | ||||||||
| 4501 West 135th Street | Leawood | KS | 66224 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| GEORGE MCGREW | ||||||||
| 4501 West 135th Street | Leawood | KS | 66224 | TRUSTEE | 1.0 | $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 | $529,038 |
| MERRILL LYNCH | |||||
| 540 W MADISON STREET STE 2020 | CHICAGO | IL | 60661 | INVESTMENT SERVICES | $116,646 |
| TD AMERITRADE | |||||
| PO BOX 2209 | OMAHA | NE | 68103 | INVESTMENT SERVICES | $116,171 |
| 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 | $50,037,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,041,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,079,129 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,079,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $781,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,297,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,564,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,564,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,522 | TotalTaxAmt |
| Distributable Before Adj | $2,538,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,538,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,538,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,656,375 | 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 | $2,656,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,522 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,629,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,538,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $770,935 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $770,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,656,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,538,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $888,935 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $888,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $770,935 | ExcessFromYear4Amt |
| Excess From Current Year | $118,000 | ExcessFromCurrentYearAmt |
| 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | NONE | PC | CAMPUS EXPANSION AND REVITALIZATION PROJECT | $100,000 |
| 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 |
| Academy for the Integrated Arts (AFIA) | |||||||
| 7910 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| Boys Hope Girls Hope of Kansas City | |||||||
| 12120 State Line Rd 104 | Leawood | KS | 66209 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| Carry the Cross Ministries | |||||||
| 5517 Freeman Ave B | Kansas City | KS | 66102 | NONE | PC | GENERAL OPERATIONS | $60,000 |
| Christmas in October | |||||||
| 3261 Roanoke Rd | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Developing Potential Inc (DPI) | |||||||
| 251 NW Executive Way Suite 200 | Lees Summit | MO | 64063 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| Donnelly College | |||||||
| 608 N 18 St | Kansas City | KS | 66102 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Drumm Center for Children (Drumm Farm) | |||||||
| 3210 S Lees Summit Rd | Independence | MO | 64055 | NONE | PC | GENERAL OPERATIONS | $61,000 |
| Gordon Parks Elementary School | |||||||
| 3715 Wyoming St | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| Job One Inc | |||||||
| 1085 S Yuma Ave | Independence | MO | 64056 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| 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 |
| KC Healthy Kids | |||||||
| 650 Minnesota Ave 2 | Kansas City | KS | 66101 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| Lorraines House | |||||||
| 117 N Cooper St | Olathe | KS | 66061 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Medical Missions Foundation | |||||||
| 8363 Melrose Dr | Lenexa | KS | 66214 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| 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 | $100,000 |
| 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 | $5,000 |
| Community Capital Fund | |||||||
| 3200 Wayne Avenue | Kansas City | MO | 64109 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Franciscan Mission Warehouse | |||||||
| 2100 N Noland Road | Independence | MO | 64050 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| GoodLife Innovations Inc | |||||||
| 11627 W 79th Street | Lenexa | KS | 66214 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| Healing House Inc | |||||||
| 4505 St John Avenue | Kansas City | MO | 64123 | NONE | PC | GENERAL OPERATIONS | $41,600 |
| In the Name of GRACE | |||||||
| 118 N Conistor Lane Suite B Box 2 | Liberty | MO | 640681909 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| Johnson County Community College | |||||||
| 12345 College Boulevard | Overland Park | KS | 66210 | NONE | PC | GENERAL OPERATIONS | $1,000,000 |
| Kansas City Art Institute (KCAI) | |||||||
| 4415 Warwick Boulevard | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| Kansas City K-Life | |||||||
| 2015 W 79th Street | Prairie Village | KS | 66208 | NONE | PC | GENERAL OPERATIONS | $32,000 |
| NourishKC | |||||||
| PO Box 412458 | Kansas City | MO | 64141 | NONE | PC | GENERAL OPERATIONS | $45,000 |
| Overland Park Soccer Club | |||||||
| PO Box 4023 | Overland Park | KS | 66204 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| 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 |
| Shatterproof | |||||||
| 101 Merritt 7 Corporate Park 1st F | Norwalk | CT | 06851 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| Start at Zero | |||||||
| 5508 Troost Avenue | Kansas City | MO | 64110 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| The Signatry | |||||||
| 7171 W 95th Street 501 | Overland Park | KS | 66212 | NONE | PC | GENERAL OPERATIONS | $175,000 |
| Upchurch Foundation | |||||||
| 505 Main Street | Fort Worth | TX | 76102 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| Welcome House Inc | |||||||
| 1414 E 27th Street | Kansas City | MO | 64108 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| Youthfront | |||||||
| 4600 Rainbow Boulevard | Kansas City | KS | 66103 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| Rose Brooks Center | |||||||
| PO Box 320599 | Kansas City | MO | 64132 | NONE | PC | GENERAL OPERATIONS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,254,800 | 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 | $1,200,400 | 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 | $1,912,625 | 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 | OTHER INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,113,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,113,820 | 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 | $20,000 | 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 | $927,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | CategoryTxt |
| Amt | $4,845 | Amt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,797 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VERIZON COMMUNICATIONS | $25,574 | $25,574 |
| GOLDMAN SACHS GROUP INC | $33,035 | $33,035 |
| SHELL INTERNATIONAL FIN | $19,318 | $19,318 |
| CITIGROUP INC | $19,399 | $19,399 |
| WELLS FARGO & COMPANY | $19,135 | $19,135 |
| MORGAN STNALEY | $12,760 | $12,760 |
| COMCAST CORP | $19,148 | $19,148 |
| JPMORGAN CHASE & CO | $26,176 | $26,176 |
| GENERAL ELEC CAP CORP | $13,371 | $13,371 |
| ENTERPRISE PRODCUTS OPER | $14,195 | $14,195 |
| MICROSOFT CORP | $26,007 | $26,007 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED STATEMENT | $44,181,803 | $44,181,801 |
| CROSSFIRST BANKSHARES | $2,023,876 | $2,023,876 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $419,439 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $419,439 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE STRAT VII | $711,588 | $711,588 |
| STRATEGIC V | $138,979 | $138,979 |
| CQS DIRECTIONAL | $550,117 | $550,117 |
| EMSO SAQUARO LTD | $460,476 | $460,476 |
| AG MORTGAGE VALUE | $449,745 | $449,745 |
| BEACH POINT ACCESS LTD | $547,050 | $547,050 |
| MONARCH DEBT RECOVERY | $396,113 | $396,113 |
| OXOFII ACCESS LTD | $621,817 | $621,817 |
| RENAISSANCE ACCESS | $801,459 | $801,459 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $11,298 | BOYBookValueAmt |
| EOY Book Value | $10,915 | EOYBookValueAmt |
| EOYFMV | $10,915 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK SERVICE FEES | $802 | $802 |
| OTHER PORTFOLIO DEDUCTIONS | $14,634 | $14,634 |
| NONDEDUCTIBLE EXPENSES | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $795 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $795 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $4,807,574 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $10,025 | BOYBookValueAmt |
| EOY Book Value | $13,234 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $268,022 | $268,022 | |
| MANAGEMENT FEES | $529,038 | $132,260 | $396,778 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $34,650 | $34,650 |
| EXCISE TAX | $38,000 |