STRATEGY STUDIO / PUBLIC DATA EXPLORER

FREDERICK & CONSTANCE DESIEGH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FREDERICK & CONSTANCE DESIEGH FOUNDATION (EIN 43-6765841)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-14
IRS object ID
202502879349100310
Schema version
2024v5.2
Note
A later return for the same period supersedes this one.
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-14T09:01:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 RUSH ALLEY SUITE 800AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432153932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436765841EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREDERICK CONSTANCE DESIEGHARDT 1000000301BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDESIBusinessNameControlTxt
Phone9135219200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110975 GRANDVIEW DR STE 502AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD LAYTHAMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9135219200PhoneNum
Signature2025-10-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY NEUGEBAUERPreparerPersonNm
PTINP01285591PTIN
Phone6142211000PhoneNum
Preparation2025-10-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,256,572FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$22,081DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,056DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,141NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$295,668GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,141CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$100,222TotalRevAndExpnssAmt
Total Net Invst Incm$100,197TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,190CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,595CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,595CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$892TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$12OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,094TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,097TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,105TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,868ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,868ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,962TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,097TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$52,973TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,260ExcessRevenueOverExpensesAmt
Net Investment Income$95,100NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,440SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,744SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,744SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$801,112OtherInvestmentsBOYAmt
Other Investments EOY$788,006OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,188,828OtherInvestmentsEOYFMVAmt
Total Assets BOY$814,552TotalAssetsBOYAmt
Total Assets EOY$855,750TotalAssetsEOYAmt
Total Assets EOYFMV$1,256,572TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$814,552CapitalStockBOYAmt
Capital Stock EOY$855,750CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$814,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$855,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$814,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$855,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$814,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,260ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$855,812SubtotalAmt
Other Decreases$62OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$855,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1. UMB STATEMENT2024-01-012024-12-31$1,000$415$585$585
1. UMB STATEMENT2021-01-012024-12-31$287,298$217,112$70,186$70,186
CAPITAL GAIN DIVIDENDS$7,370P
CAPITAL GAIN DIVIDENDS$7,370P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,141CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,322InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,322SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,322TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$484EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$484TotalPaymentsAndCreditsAmt
Es Penalty$49EsPenaltyAmt
Tax Due$887TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ASSURED TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9135219200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110975 GRANDVIEW DR STE 502AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UMB BANK NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11010 GRANDAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$9,190CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,215,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,028AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,236,563TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,236,563AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,548CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,218,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,901MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,901MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,322TaxBasedOnInvestmentIncomeAmt
Total Tax$1,322TotalTaxAmt
Distributable Before Adj$59,579DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,579DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,579DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,973ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$52,973QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,579DistributableAsAdjustedAmt
Undistributed Income PY$47,868UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$52,973QualifyingDistributionsAmt
Applied To Year1$47,868AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,105AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$54,474UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFREDERICK CONSTANCE DESIEGHARDTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFREDERICK DESIEGHARDTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19705 MONROVIA 317AddressLine1Txt
CityLENEXACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8168607711RecipientPhoneNum
Form And Info And MaterialsNOT DEFINEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WESTPORT PRESBYTERIAN CHURCH
201 WESTPORT RDKANSAS CITYMO64111NONEPCGENERAL OPERATING$5,000
RANDOM ACTSORG
1920 HILLHURST AVE 170LOS ANGELESCA90027NONEPCGENERAL OPERATING$5,000
KC CARE HEALTH CENTER
3515 BROADWAY BLVDKANSAS CITYMO64111NONEPCGENERAL OPERATING$2,000
ALS ASSOCIATION
1300 WILSON BLVD SUITE 600ARLINGTONVA22209NONEPCGENERAL OPERATING$3,000
PET RESOURCE CENTER OF KANSAS CITY
1116 E 59TH STKANSAS CITYMO64100NONEPCGENERAL OPERATING$2,000
CHABAD UNIVERSITY OF DELAWARE
1811 SILVERSIDE RDWILMINGTONDE19810NONEPCREBUILDING FUND$5,400
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001NONEPCGENERAL DONATION$1,468
OPERATION BREAKTHROUGH
3039 TROOST AVEKANSAS CITYMO64109NONEPCGENERAL OPERATION$2,000
MOCSA
3100 BROADWAY BLVD STE 400KANSAS CITYMO64111NONEPCGENERAL OPERATION$2,000
FOUNDATION FOR BARNES JEWISH HOSPITAL
1001 HIGHLAND PLAZA DRIVE WEST STST LOUISMO63110NONEPCLUNG TRANSPLANT PROGRAM$2,000
HOPE HOUSE
702 EIGHTH ST NWWASHINGTONDC20068NONEPCGENERAL OPERATING$2,000
ALPHA -1 FOUNDATION
3300 PONCE DE LEON BLVDCORAL GABLESFL33134NONEPCGENERAL OPERATING$3,000
CAL FARLEY BOYS RANCH
8 JULIAN BIVINSBOYS RANCHTX79010NONEPCGENERAL OPERATIONS$2,000
LUCKY 13 RESCUE
119 W GREGORY BLVD 7907KANSAS CITYMO64114NONEPCGENERAL OPERATION$2,000
FURBALL FARM CAT SANCTUARY
3405 220TH STREET EASTFARIBAULTMN55021NONEPCGENERAL OPERATING$2,000
POWER TO THE PATIENTORG
1077 N PENNSYLVANIA AVEWINTER PARKFL327892410NONEPCGENERAL OPERATION$2,000
BIPOC FOODWAYS ALLIANCE
1956 EAST RIVER TERMINNEAPOLISMN55414NONEPCGENERAL OPERATION$2,000
INTERNATIONAL MEDICAL CORP
2000 M ST NW STE 600WASHINGTONDC20036NONEPCGENERAL OPERATING$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,868TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,081ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,141ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$100,222ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,222TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (79 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ECOLAB INCAT COST$2,248$2,109
LINDE PLCAT COST$4,231$10,467
AMAZON.COM INCAT COST$9,214$25,230
HOME DEPOT INCAT COST$5,754$10,114
MARRIOTT INTERNATIONAL INCAT COST$1,611$3,068
MCDONALDS CORPAT COST$4,678$7,247
TESLA INCAT COST$6,848$14,538
TJX COS INCAT COST$5,590$5,678
COSTCO WHOLESALE CORPAT COST$2,013$11,912
PROCTOR & GAMBLE COAT COST$1,254$6,706
WALMART INCAT COST$2,092$7,409
CHEVRON CORPAT COST$5,925$8,980
EXXON MOBIL CORPAT COST$7,095$10,219
BANK OF AMERICA CORPAT COST$5,912$9,757
BERKSHIRE HATHAWAY INCAT COST$8,369$9,972
BLACKROCK INCAT COST$5,566$9,226
CME GROUP INCAT COST$5,143$5,574
JPMORGAN CHASE & COAT COST$8,423$23,252
MASTERCARD INCAT COST$2,711$8,425
REGIONS FINANCIAL CORPAT COST$5,214$6,374
SEI INVESTMENTS COAT COST$3,071$3,052
TRAVELERS COS INCAT COST$5,632$9,636
VISA INCAT COST$5,829$7,585
ABBOTT LABORATORIESAT COST$4,599$6,673
ABBVIE INCAT COST$1,297$2,488
DANAHER CORPAT COST$6,319$5,968
ELI LILLY & COAT COST$5,390$11,580
GILEAD SCIENCES INCAT COST$3,361$3,602
INTUITIVE SURGICAL INCAT COST$2,895$3,132
JOHNSON & JOHNSONAT COST$5,388$10,557
UNITEDHEALTH GROUP INCAT COST$1,547$5,564
ZOETIS INCAT COST$5,122$4,888
AUTOMATIC DATA PROCESSING INCAT COST$2,095$2,635
COPART INCAT COST$6,040$6,428
EATON CORP LLCAT COST$2,321$9,292
FASTENAL COAT COST$2,864$2,517
HONEYWELL INTERNATIONAL INCAT COST$4,267$5,647
ILLINOIS TOOL WORKS INCAT COST$2,931$2,789
PARKER HANNIFIN CORPAT COST$5,629$9,540
PAYCHEX INCAT COST$2,318$2,664
UNION PACIFIC CORPAT COST$2,935$4,333
COSTAR GROUP INCAT COST$2,794$2,649
PROLOGIS INCAT COST$4,160$3,594
PUBLIC STORAAGEAT COST$2,956$2,695
WELLTOWER INCAT COST$4,033$5,923
ACCENTURE PLCAT COST$2,532$5,277
AMPHENOL CORPAT COST$4,916$8,612
APPLE INCAT COST$13,008$48,832
APPLIED MATERIALS INCAT COST$2,400$2,114
AUTODESK INCAT COST$2,768$2,660
BROADCOM INCAT COST$2,406$21,097
INTUIT INCAT COST$498$2,514
MICROSOFT CORPAT COST$3,919$38,778
NVIDIA CORPAT COST$13,018$37,601
ORACLE CORPAT COST$7,534$7,166
PALO ALTO NETWORKS INCAT COST$3,416$5,095
SALESFORCE INCAT COST$2,254$3,678
TEXAS INSTRUMENTS INCAT COST$2,110$4,875
ALPHABET INCAT COST$10,169$27,449
COMCAST CORPAT COST$4,236$3,903
META PLATFORMS INCAT COST$8,715$16,980
NETFLIX INCAT COST$2,457$4,457
CONSTELLATION ENERGY CORPAT COST$3,040$2,685
DUKE ENERGY CORPAT COST$1,070$2,586
NEXTERA ENERGY INCAT COST$3,199$7,026
ISHARES CORE S&P 500 ETFAT COST$15,753$44,740
VANGUARD INSTITUTIONAL INDEX FAT COST$41,329$75,375
FIDELITY MID CAP INDEX FUNDAT COST$51,009$57,481
INVESCO S&P MIDCAP QUALITY ETFAT COST$21,053$19,103
MFS BLENDED RESEARCH MID CAP EAT COST$42,070$35,312
TRIBUTARY SMALL COMPANY FUNDAT COST$46,597$53,098
VANGUARD SMALL CAP INDEX FUNDAT COST$19,339$24,270
MFS INSTITUTIONAL TRUST EQUITYAT COST$77,395$90,859
VANGUARD DEVELOPED MARKETS INDAT COST$68,441$89,886
SEAFARER OVERSEAS GROWTH & INCAT COST$35,776$34,709
ISHARES INTERMEDIATE GOVERNMENAT COST$14,684$14,801
BAIRD INTERMEDIATE BOND FUNDAT COST$36,547$36,324
DODGE & COX INCOME FUNDAT COST$18,119$17,883
PGIM HIGH YIELD FUNDAT COST$10,545$9,914

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$62Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER NON-ALLOCABLE EXPENSE -$10$0$10
OTHER NON-ALLOCABLE EXPENSE -$2$2$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE$408$0$0
FEDERAL ESTIMATES - INCOME$484$0$0