RONALD D DEFFENBAUGH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: RONALD D DEFFENBAUGH FOUNDATION (EIN 26-6095573)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201923199349102502
Schema version: 2018v3.1
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 Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T10:47:09-06:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	CHARLES WELTZER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9138143630	PhoneNum
Signature	2019-11-15	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	43372220193195000001	FederalOriginalSubmissionId
Federal Original Submission Id	2019-11-15	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	2FDF6C8628F65582BED0B107C709513F48D8570B	AtSubmissionCreationDeviceId
At Submission Filing Device Id	000AA6C7DCE44354A7A033CB729008034F4EBC2F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-04-17 16:48:07Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$47,690,528	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	$6,042,486	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$938,761	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$934,794	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,514,056	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,305,387	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,514,056	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,402	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,402	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$8,496,705	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,450,252	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$380	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$380	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$47	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$4,703	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$751,539	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$381,271	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$370,268	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$2,375	InterestRevAndExpnssAmt
Interest Net Invst Incm	$2,375	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$119,506	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$30,172	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$23,447	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$23,428	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$901,997	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$437,293	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$375,351	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,382,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,382,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,284,397	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$437,293	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,757,751	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,212,308	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,012,959	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$15,386	CashBOYAmt
Cash EOY	$6,338,826	CashEOYAmt
Cash EOYFMV	$6,338,826	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$7,369,878	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,455,396	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,455,396	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$34,457,179	CorporateStockBOYAmt
Corporate Stock EOY	$35,356,394	CorporateStockEOYAmt
Corporate Stock EOYFMV	$35,356,394	CorporateStockEOYFMVAmt
Other Investments BOY	$5,255,729	OtherInvestmentsBOYAmt
Other Investments EOY	$4,531,614	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,528,614	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$19,792	OtherAssetsBOYAmt
Other Assets EOY	$11,298	OtherAssetsEOYAmt
Other Assets EOYFMV	$11,298	OtherAssetsEOYFMVAmt
Total Assets BOY	$47,117,964	TotalAssetsBOYAmt
Total Assets EOY	$47,693,528	TotalAssetsEOYAmt
Total Assets EOYFMV	$47,690,528	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$352,643	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$10,025	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$352,643	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,025	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$46,765,321	RetainedEarningBOYAmt
Retained Earning EOY	$47,683,503	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$46,765,321	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$47,683,503	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$47,117,964	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$47,693,528	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$46,765,321	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,212,308	ExcessRevenueOverExpensesAmt
Subtotal	$52,977,629	SubtotalAmt
Other Decreases	$5,294,126	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$47,683,503	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 4104	P	2018-12-31	$1,908,013	$1,628,395	$283,069	$279,618
MERRILL LYNCH 4104	P	2018-12-31	$5,311,907	$4,442,482	$874,392	$869,425
CAPITAL GAIN DIVIDENDS	P				$358,534

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,514,056	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$731,215	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$38,457,776	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.019013	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$135,790	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$28,797,123	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.004715	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,878,536	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$21,371,981	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.087897	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,138,700	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$17,662,034	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.064472	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$2,325,321	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$16,049,206	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.144887	DistributionYr5Rt
Total Distribution	0.320984	TotalDistributionRt
Average Distribution	0.064197	AverageDistributionRt
Net Vl Noncharitable Assets	$45,767,082	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,938,109	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$20,130	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,958,239	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,757,751	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$40,259	InvestmentIncomeExciseTaxAmt
Subtotal	$40,259	SubtotalAmt
Tax Based On Investment Income	$40,259	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$44,800	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$30,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$74,800	TotalPaymentsAndCreditsAmt
Overpayment	$34,541	OverpaymentAmt
Applied To ES Tax	$34,541	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

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

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	$493,691
MERRILL LYNCH
540 W MADISON STREET STE 2020	CHICAGO	IL	60661	INVESTMENT SERVICES	$126,037
TD AMERITRADE
PO BOX 2209	OMAHA	NE	68103	INVESTMENT SERVICES	$97,424

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$44,339,762	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,124,281	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$46,464,043	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$46,464,043	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$696,961	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$45,767,082	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,288,354	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,288,354	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$40,259	TaxBasedOnInvestmentIncomeAmt
Total Tax	$40,259	TotalTaxAmt
Distributable Before Adj	$2,248,095	DistributableBeforeAdjAmt
Distributable Before Ded	$2,248,095	DistributableBeforeDedAmt
Distributable As Adjusted	$2,248,095	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,757,751	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	$1,757,751	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,757,751	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,248,095	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2016	PriorYear1Yr
Prior Year2	2015	PriorYear2Yr
Prior Year3	2014	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$181,666	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$264,222	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$815,391	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$1,261,279	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,757,751	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$1,757,751	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$490,344	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$490,344	ExcessDistributionCyovAppCYAmt
Total Corpus	$770,935	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$770,935	ExcessDistriCyovToNextYrAmt
Excess From Year3	$770,935	ExcessFromYear3Amt

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 (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PASTORS 411 FOUNDATION
PO BOX 19510	LENEXA	KS	66285	NONE	PC	FOR PROGRAM SUPPORT	$72,000
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
THE LIGHT HOUSE
PO BOX 22553	KANSAS CITY	MO	64113	NONE	PC	GENERAL OPERATIONS	$54,000
MUSEUM AT PRAIRIEFIRE FOUNDATION
5801 W 135TH ST	OVERLAND PARK	KS	66223	NONE	PC	GENERAL OPERATIONS	$15,000
CATHOLIC CHARITIES FOUNDATION
2050 Ballenger Ave Suite 400	Alexandria	VA	22314	NONE	PC	GENERAL OPERATIONS	$85,000
3930 Troost Foundation Inc
3930 TROOST AVE	KANSAS CITY MO	MO	64110	none	PC	general operations	$25,000
Academy for the Integrated Arts (AFIA)
7910 TROOST AVE	KANSAS CITY	MO	64131	NONE	PC	GENERAL OPERATIONS	$50,000
Arts & Recreation Foundation of OP
P O Box 26392	Overland Park	KS	66225	NONE	PC	GENERAL OPERATIONS	$50,000
Boys Hope Girls Hope of Kansas City
12120 State Line Rd 104	Leawood	KS	66209	NONE	PC	GENERAL OPERATIONS	$15,000
Brain Injury Assn of Kansas and KC
6701 W 64th St 120	Shawnee Mission	KS	66202	NONE	PC	GENERAL OPERATIONS	$5,000
Carry the Cross Ministries
5517 Freeman Ave B	Kansas City	KS	66102	NONE	PC	GENERAL OPERATIONS	$30,000
Christmas in October
3261 Roanoke Rd	Kansas City	MO	64111	NONE	PC	GENERAL OPERATIONS	$10,000
Community Living Opportunities Inc
11627 W 79th St	Lenexa	KS	66214	NONE	PC	GENERAL OPERATIONS	$50,000
Developing Potential Inc (DPI)
251 NW Executive Way Suite 200	Lees Summit	MO	64063	NONE	PC	GENERAL OPERATIONS	$25,000
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	$54,400
Emmanuel Baptist Church
300 N PENNSYLVANIA ST	WEBB CITY	MO	64870	NONE	PC	GENERAL OPERATIONS	$5,000
Family Conservancy
444 Minnesota Avenue Suite 200	Kansas City	KS	66101	NONE	PC	GENERAL OPERATIONS	$25,000
First Call
9091 State Line Road	Kansas City	MO	64114	NONE	PC	GENERAL OPERATIONS	$100,000
FosterAdopt Connect
18600 E 37th Terrace S	Independence	MO	64057	NONE	PC	GENERAL OPERATIONS	$10,000
Gilda's Club Kansas City
21 43rd St	Kansas City	MO	64111	NONE	PC	GENERAL OPERATIONS	$5,000
Gordon Parks Elementary School
3715 Wyoming St	Kansas City	MO	64111	NONE	PC	GENERAL OPERATIONS	$10,000
Inclusion Connections
2073 E Santa Fe St	Olathe	KS	66062	NONE	PC	GENERAL OPERATIONS	$5,000
Job One Inc
1085 S Yuma Ave	Independence	MO	64056	NONE	PC	GENERAL OPERATIONS	$100,000
Kansas City Scholars
8080 Ward Pkwy 402	Kansas City	MO	64114	NONE	PC	GENERAL OPERATIONS	$50,000
Kauffman Center for the Performing Arts
1601 Broadway Blvd	Kansas City	MO	64108	NONE	PC	GENERAL OPERATIONS	$40,000
KC Healthy Kids
650 Minnesota Ave 2	Kansas City	KS	66101	NONE	PC	GENERAL OPERATIONS	$10,000
Literacy KC
3036 Troost Ave	Kansas City	MO	64109	NONE	PC	GENERAL OPERATIONS	$25,000
Lorraines House
117 N Cooper St	Olathe	KS	66061	NONE	PC	GENERAL OPERATIONS	$10,000
Medical Missions Foundation
8363 Melrose Dr	Lenexa	KS	66214	NONE	PC	GENERAL OPERATIONS	$10,000
Mesner Puppet Theater
1006 Linwood Blvd	Kansas City	MO	64109	NONE	PC	GENERAL OPERATIONS	$10,000
Metropolitan Community College Foundation
3200 Broadway	Kansas City	MO	64111	NONE	PC	GENERAL OPERATIONS	$10,000
Metropolitan Lutheran Ministry
3031 Holmes Street	Kansas City	MO	64109	NONE	PC	GENERAL OPERATIONS	$80,000
Pastors 411 Foundation 2
7329 HALSEY ST	SHAWNEE	KS	66216	NONE	PC	GENERAL OPERATIONS	$77,000
Performing Arts Foundation
1020 Central Suite 200	Kansas City	MO	64105	NONE	PC	GENERAL OPERATIONS	$10,000
Santa Fe Waystation Inc
6422 Santa Fe Dr	Mission	KS	66202	NONE	PC	GENERAL OPERATIONS	$5,000
Sherwood Autism Center
8030 Ward Parkway Plaza	Kansas City	MO	64114	NONE	PC	GENERAL OPERATIONS	$20,000
Special Olympics Kansas
5280 Foxridge Dr	Mission	KS	66202	NONE	PC	GENERAL OPERATIONS	$20,000
Veterans Community Project
8900 Troost Ave	Kansas City	MO	64131	NONE	PC	GENERAL OPERATIONS	$20,000
Wildwood Outdoor Education Center
7095 W 399th St	Lacygne	KS	66040	NONE	PC	GENERAL OPERATIONS	$30,000
William Jewell College
500 College Hill	Liberty	MO	64068	NONE	PC	GENERAL OPERATIONS	$15,000
Wonderscope Childrens Museum
5700 King St	Shawnee	KS	66203	NONE	PC	GENERAL OPERATIONS	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,382,400	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	$938,761	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	$1,514,056	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	$1,402	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,454,219	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,454,219	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 (2 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	$17,000	Yes (X)
RONALD D DEFFENBAUGH SR CLT DTD 5-1
2	PO BOX 482146	KANSAS CITY	MO	64148	$6,025,486	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	BKD, LLP	CategoryTxt
Amt	$4,750	Amt
Net Investment Income	$47	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,703	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES JPM USD EMRG MKT BND	$300,301	$300,301
DFA INTL REAL ESTATE	$428,075	$428,075
DFA EMERGING MKTS VALUE	$1,906,190	$1,906,190
DFA EMERGING MKTS SMALL	$1,197,909	$1,197,909
DFA INTL SMALL CAP VALUE	$1,686,822	$1,686,822
DFA US SMALL CAP VALUE	$1,347,254	$1,347,254
DFA US LARGE CAP VALUE	$2,030,543	$2,030,543
DFA INTL VALUE PORT	$2,451,929	$2,451,929
VANGUARD REIT INDEX	$358,482	$358,482
VANGUARD TOTAL BOND	$2,673,762	$2,673,762
VANGUARD EMRG MKTS GOVT	$123,555	$123,555
VANGUARD SHORT TERM INFL	$709,801	$709,801
VANGUARD TOTAL INTL BD	$1,181,242	$1,181,242
COMM SERVICES SELECT	$1,189,979	$1,189,979
CONSUMER DISCRETIONARY	$1,376,635	$1,376,635
FIRST TR EXCHANGE TRADED	$0	$0
FIRST TRUST DOW JONES	$733,675	$733,675
FIRST TRUST CLOUD	$738,537	$738,537
HEALTH CARE SELECT SPDR	$1,000,748	$1,000,748
ISHARES MSCI CDA ETF	$314,283	$314,283
ISHARES MSCI SWITZERLAND	$198,828	$198,828
ISHARES MSCI SWEDEN	$67,070	$67,070
ISHARES NASDAQ BIOTECH	$525,254	$525,254
ISHARES MSCI PACIFIC	$635,237	$635,237
ISHARES MSCI EUROZONE	$871,381	$871,381
ISHARES MSCI JAPAN ETF	$945,825	$945,825
ISHARES MSCI U K ETF SHS	$622,514	$622,514
ISHARES INC CORE MSCI	$846,767	$846,767
PIMCO INVESTMENT GRADE	$0	$0
PIMCO INCOME FUND CL	$1,421,328	$1,421,328
PIMCO SHORT TERM FD	$704,398	$704,398
REAL ESTATE SELECT	$294,655	$294,655
SPDR US FINANCIAL SECTOR	$611,888	$611,888
VANGUARD CONSUMER	$697,693	$697,693
VANGUARD MATERIALS ETF	$205,367	$205,367
VANGUARD INFORMATION	$1,418,889	$1,418,889
VANGUARD INDUSTRIAL ETF	$1,314,396	$1,314,396
DOUBLELINE TOTAL RETURN	$225,166	$225,166
CROSSFIRST BANKSHARES	$2,000,016	$2,000,016

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BLACKSTONE STRAT VII	$749,279	$749,279
STRATEGIC V	$176,763	$176,763
CQS DIRECTIONAL	$515,747	$515,747
EMSO SAQUARO LTD	$437,669	$437,669
AG MORTGAGE VALUE	$441,914	$441,914
BEACH POINT ACCESS LTD	$526,213	$523,213
MONARCH DEBT RECOVERY	$386,040	$386,040
OZOFII ACCESS LTD	$565,129	$565,129
RENAISSANCE ACCESS	$732,860	$732,860
ABBEY CAPITAL	$0	$0
CARLSON DOUBLE BLACK	$0	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$380	LegalFeesAmt
Disbursements Charitable Prps	$380	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER RECEIVABLES	Desc
BOY Book Value	$19,792	BOYBookValueAmt
EOY Book Value	$11,298	EOYBookValueAmt
EOYFMV	$11,298	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$5,294,126	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE FEES	$681	$681
OTHER PORTFOLIO DEDUCTIONS	$22,747	$22,747
NONDEDUCTIBLE EXPENSES	$19

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	other income	Desc
Revenue And Expenses Per Books	$1,402	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1,402	NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	OTHER LIABILITIES	Desc
BOY Book Value	$352,643	BOYBookValueAmt
EOY Book Value	$10,025	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$257,848	$257,848
MANAGEMENT FEES	$493,691	$123,423	$370,268

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID	$30,172	$30,172
EXCISE TAX	$89,334