V & H CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- V & H CHARITABLE FOUNDATION (EIN 43-6378149)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-10-09
- IRS object ID
- 201832829349100123
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-09T12:30:24-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273117176 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVITUS BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2506 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591032506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436378149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | V & H CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | V&HC | BusinessNameControlTxt |
| Phone | 9132343000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 26128 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B REGNIER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9132342218 | PhoneNum |
| Signature | 2018-09-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET L FANSKA | PreparerPersonNm |
| PTIN | P00126693 | PTIN |
| Phone | 4062557470 | PhoneNum |
| Preparation | 2018-10-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 137.26.70.235 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-09 | IPDt |
| IP Tm | 12:30:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0FD4DD21E92B05412B796D3525E41FB8B2E23F13 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D851EF33974858ACC74BC6FD02215948D08DD479 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,439,809 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,375,699 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $75,206 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $75,206 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $414,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,808 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,959 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,959 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,129 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $766,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $766,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $814,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $766,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$400,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,983 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,933 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,933 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,735,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,964,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,422,718 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,718,734 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,759,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,746,853 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $255,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $255,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $255,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,086,140 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,609,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,971,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,163,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,371,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,971,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,439,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,371,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,971,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,371,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,971,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,371,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,971,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,371,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$400,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,971,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,971,441 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $623,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,602,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042671 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $653,613 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,823,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047283 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $505,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,638,322 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037088 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $683,178 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,306,925 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,454 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,475,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020082 | DistributionYr5Rt |
| Total Distribution | 0.213407 | TotalDistributionRt |
| Average Distribution | 0.042681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,977,037 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $681,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,067 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $683,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $766,575 | 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 | $2,067 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,067 | SubtotalAmt |
| Tax Based On Investment Income | $2,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,933 | OverpaymentAmt |
| Applied To ES Tax | $1,933 | 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 |
| 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 | Yes (true) | 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 | BANK OF BLUE VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132343000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26128 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE M REGNIER | ||||||||
| 5801 WINDSOR DR | MISSION | KS | 66205 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ROBERT B REGNIER | ||||||||
| 3400 W 119TH ST | LEAWOOD | KS | 66209 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| VICTOR A REGNIER | ||||||||
| 10610 LINHART DR | LOS ANGELES | CA | 90001 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,168,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,220,342 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,220,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,977,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $798,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $798,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,067 | TotalTaxAmt |
| Distributable Before Adj | $796,785 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $796,785 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $796,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $766,575 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $766,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,067 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $764,508 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $691,666 | UndistributedIncomePYAmt |
| Qualifying Distributions | $766,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $691,666 | AppliedToYear1Amt |
| Applied To Current Year | $74,909 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $721,876 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN PUBLIC SQUARE | |||||
| 4747 TROOST AVE | KANSAS CITY | MO | 64110 | CHARITABLE | $2,400 |
| BLUE VALLEY NORTHWEST HS | |||||
| 13260 SWITZER | OVERLAND PARK | KS | 66213 | CHARITABLE | $2,500 |
| BLUE VALLEY EDUCATION FOUNDATION | |||||
| 15020 METCALF AVE | OVERLAND PARK | KS | 66223 | CHARITABLE | $4,500 |
| BLUFORD HEALTHCARE LEADERSHIP INST | |||||
| 7900 LEES SUMMIT RD | KANSAS CITY | MO | 64139 | CHARITABLE | $10,000 |
| BRADENS HOPE FOR CHILDHOOD CANCER | |||||
| 15954 MUR LEN 124 | OLATHE | KS | 66062 | CHARITABLE | $7,500 |
| GREATER KC COMMUNITY FDN | |||||
| 1055 BROADWAY 130 | KANSAS CITY | MO | 64105 | CHARITABLE | $500,000 |
| JEWISH COMMUNITY CENTER OF KC | |||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | CHARITABLE | $10,000 |
| JOHNSON COUNTY COMM COLLEGE FDN | |||||
| 12345 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | CHARITABLE | $25,000 |
| JOHNSON COUNTY VETERANS TREATMENT | |||||
| 588 E SANTA FE | OLATHE | KS | 66061 | CHARITABLE | $2,500 |
| KANSAS CITY AUTISM TRAINING CENTER | |||||
| 10842 MCGEE ST | KANSAS CITY | MO | 64114 | CHARITABLE | $10,000 |
| KANSAS CITY CREATES | |||||
| PO BOX 415001 | KANSAS CITY | MO | 64141 | CHARITABLE | $30,000 |
| KANSAS CITY INTERNATIONAL FILM FEST | |||||
| 3707 W 95TH ST | OVERLAND PARK | KS | 66206 | CHARITABLE | $5,000 |
| OVERLAND PARK FALL FESTIVAL | |||||
| 8500 SANTA FE DR | OVERLAND PARK | KS | 66212 | CHARITABLE | $5,000 |
| REDISCOVER FOUNDATION | |||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | CHARITABLE | $4,000 |
| RONALD MCDONALD HOUSE | |||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | CHARITABLE | $8,225 |
| SAFEHOME INC | |||||
| PO BOX 4563 | OVERLAND PARK | KS | 66204 | CHARITABLE | $1,950 |
| UMKC ALUMNI ASSOC | |||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | CHARITABLE | $5,000 |
| UNIVERSITY OF KANSAS HEALTH SYSTEMS | |||||
| 4000 CAMBRIDGE ST | KANSAS CITY | KS | 66160 | CHARITABLE | $5,000 |
| WONDERSCOPE | |||||
| 5700 KING | SHAWNEE | KS | 66203 | CHARITABLE | $128,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $766,575 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $145 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176,457 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $75,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $162,248 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $338,850 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,056 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM BANK ACCOUNTS |
| 4 | INTEREST AND DIVIDENDS FROM SECURITIES |
| 7 | MISC INCOME FROM SECURITIES |
| 8 | GAIN ON SALE OF INVESTMENTS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AVITUS GROUP | CategoryTxt |
| Amt | $2,600 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| BBV 0036 SHORT TERM | PURCHASE | $249,179 | $240,486 | $8,693 |
| BBV 0036 LONG TERM | PURCHASE | $534,661 | $458,880 | $75,781 |
| BBV 0048 SHORT TERM | PURCHASE | $173,380 | $207,485 | -$34,105 |
| BBV 0048 LONG TERM | PURCHASE | $418,479 | $306,600 | $111,879 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - SEE ATTACHED 0036 | $1,019,488 | $996,545 |
| FIXED INCOME - SEE ATTACHED 0048 | $739,785 | $750,308 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - SEE ATTACHED 0036 | $1,813,107 | $3,135,664 |
| EQUITIES - SEE ATTACHED 0048 | $1,151,316 | $2,287,054 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $255,000 | CostOrOtherBasisAmt |
| Book Value | $255,000 | BookValueAmt |
| EOYFMV | $1,086,140 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OFFSHORE INV - SEE ATTACHED 0068 | AT COST | $2,000,000 | $7,191,353 |
| SHORT TERM INV - SEE ATTACHED 0048 | AT COST | $108,208 | $108,208 |
| SHORT TERM INV - SEE ATTACHED 0036 | AT COST | $165,275 | $165,275 |
| SHORT TERM INV - SEE ATTACHED 0068 | AT COST | $42 | $42 |
| FIVE ELMS LLP - BBV 48 | $698,304 | $698,304 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT ON WONDERSCOPE | $75,000 | $75,000 |
| OTHER INCOME | $206 | $206 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF BLUE VALLEY | CategoryTxt |
| Amt | $37,959 | Amt |
| Net Investment Income | $37,959 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $289 | $289 |
| REAL ESTATE TAXES | $2,811 | $2,811 |
| 2016 990 PF EXCISE TAX | $4,029 | $4,029 |