ARVIN GOTTLIEB CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARVIN GOTTLIEB CHARITABLE FOUNDATION (EIN 43-6380792)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202543109349101444
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T15:01:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436380792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARVIN GOTTLIEB CHARITABLE FOUNDATION 10015600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,611,551 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $920,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $902,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,491,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,633,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,491,609 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$27,690 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$30,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,384,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,363,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $375,430 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $281,572 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,857 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,133 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $783 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,264 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $13,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,187 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $435,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $302,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,130,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $302,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,793,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,254,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,061,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $902,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,639,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,639,667 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,015,350 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,530,983 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,806,528 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $24,741,253 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,471,525 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,165,356 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,658,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,642,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,611,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,658,896 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,642,175 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,658,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,642,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,658,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,642,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,658,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,254,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $729,286 | OtherIncreasesAmt |
| Subtotal | $30,642,338 | SubtotalAmt |
| Other Decreases | $163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,642,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (176 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 512. ALPHABET INC | 2014-09-25 | 2024-01-22 | $75,131 | $15,003 | $60,128 | $60,128 | |
| 776. APPLE COMPUTER INC | 2008-10-17 | 2024-01-22 | $150,319 | $2,732 | $147,587 | $147,587 | |
| 50. BROADCOM INC | 2021-02-16 | 2024-01-22 | $61,217 | $24,525 | $36,692 | $36,692 | |
| 86. COSTCO WHOLESALE CORP | 2008-10-17 | 2024-01-22 | $59,587 | $4,961 | $54,626 | $54,626 | |
| 210. HOME DEPOT INC | 2012-05-21 | 2024-01-22 | $75,103 | $9,989 | $65,114 | $65,114 | |
| 379. MICROSOFT CORP | 2000-04-25 | 2024-01-22 | $150,466 | $12,933 | $137,533 | $137,533 | |
| 126. NVIDIA CORP | 2022-05-24 | 2024-01-22 | $75,531 | $20,408 | $55,123 | $55,123 | |
| 643.2 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-01-25 | $643 | $581 | $62 | $62 | |
| 3683.46 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-01-25 | $3,683 | $3,315 | $368 | $368 | |
| 2910.25 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-01-25 | $2,910 | $2,648 | $262 | $262 | |
| 617.94 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-02-26 | $618 | $558 | $60 | $60 | |
| 3134.98 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-02-26 | $3,135 | $2,821 | $314 | $314 | |
| 3167.59 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-02-26 | $3,168 | $2,882 | $286 | $286 | |
| 350000. US TREASURY NOTE/BOND 2.375% 29 FEB 2024 | 2022-04-26 | 2024-02-29 | $350,000 | $349,139 | $861 | $861 | |
| 1201. BANK OF MONTREAL | 2023-11-02 | 2024-03-25 | $115,497 | $100,171 | $15,326 | $15,326 | |
| 1400. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS | 2021-04-22 | 2024-03-25 | $79,969 | $89,872 | -$9,903 | -$9,903 | |
| 2000. COMCAST CORP-CLASS A | 2021-04-22 | 2024-03-25 | $85,059 | $108,803 | -$23,744 | -$23,744 | |
| 380. DIGITAL REALTY TRUST INC | 2023-11-02 | 2024-03-25 | $52,128 | $49,729 | $2,399 | $2,399 | |
| 500. DIGITAL REALTY TRUST INC | 2022-10-18 | 2024-03-25 | $68,589 | $48,354 | $20,235 | $20,235 | |
| 606.69 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-03-25 | $607 | $548 | $59 | $59 | |
| 2802.3 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-03-25 | $2,802 | $2,522 | $280 | $280 | |
| 3027.65 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-03-25 | $3,028 | $2,754 | $274 | $274 | |
| 1600. NIKE INC CLASS B | 2016-10-14 | 2024-03-25 | $149,775 | $71,120 | $78,655 | $78,655 | |
| 2000. UNITED PARCEL SERVICE INC CLASS B | 2019-11-27 | 2024-03-25 | $313,973 | $233,787 | $80,186 | $80,186 | |
| 340000. US TREASURY NOTE/BOND 2.125% 31 MAR 2024 | 2020-03-17 | 2024-04-01 | $340,000 | $340,000 | |||
| 156.97 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2014) | 2024-04-23 | $157 | $157 | ||||
| 4196.97 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2014) | 2024-04-23 | $4,197 | $4,197 | ||||
| 654.58 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-04-25 | $655 | $591 | $64 | $64 | |
| 4361.48 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-04-25 | $4,361 | $3,925 | $436 | $436 | |
| 3362.71 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-04-25 | $3,363 | $3,059 | $304 | $304 | |
| 615.18 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-05-28 | $615 | $555 | $60 | $60 | |
| 2567.85 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-05-28 | $2,568 | $2,311 | $257 | $257 | |
| 3306.54 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-05-28 | $3,307 | $3,008 | $299 | $299 | |
| 334. NVIDIA CORP | 2022-10-18 | 2024-06-06 | $401,008 | $47,356 | $353,652 | $353,652 | |
| 4300. BRISTOL-MYERS SQUIBB CO | 2020-12-22 | 2024-06-14 | $179,209 | $246,599 | -$67,390 | -$67,390 | |
| 342. MICROSOFT CORP | 2000-04-25 | 2024-06-14 | $151,128 | $11,671 | $139,457 | $139,457 | |
| 621.51 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-06-25 | $622 | $561 | $61 | $61 | |
| 2715.81 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-06-25 | $2,716 | $2,444 | $272 | $272 | |
| 3352.22 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-06-25 | $3,352 | $3,050 | $302 | $302 | |
| 20998.96 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2016) | 2024-06-26 | $20,999 | $20,999 | ||||
| 612.87 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-07-25 | $613 | $553 | $60 | $60 | |
| 3404.89 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-07-25 | $3,405 | $3,064 | $341 | $341 | |
| 3371.81 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-07-25 | $3,372 | $3,068 | $304 | $304 | |
| 6432.09 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2014) | 2024-07-31 | $6,432 | $6,432 | ||||
| 215000. US TREASURY NOTE/BOND 2.375% 15 AUG 2024 | 2017-04-11 | 2024-08-15 | $215,000 | $215,000 | |||
| 617.05 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-08-26 | $617 | $557 | $60 | $60 | |
| 3496.29 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-08-26 | $3,496 | $3,147 | $349 | $349 | |
| 3068.45 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-08-26 | $3,068 | $2,792 | $276 | $276 | |
| 11740.84 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2016) | 2024-08-27 | $11,741 | $11,741 | ||||
| 5203.02 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2016) | 2024-08-27 | $5,203 | $5,203 | ||||
| 462. ALPHABET INC | 2014-09-25 | 2024-09-25 | $74,644 | $13,538 | $61,106 | $61,106 | |
| 260. AMAZON COM INC | 2017-10-13 | 2024-09-25 | $50,050 | $13,046 | $37,004 | $37,004 | |
| 1102. APPLE COMPUTER INC | 2008-10-17 | 2024-09-25 | $248,516 | $3,879 | $244,637 | $244,637 | |
| 286. BROADCOM INC | 2021-02-16 | 2024-09-25 | $49,762 | $14,028 | $35,734 | $35,734 | |
| 112. COSTCO WHOLESALE CORP | 2008-10-17 | 2024-09-25 | $101,778 | $6,461 | $95,317 | $95,317 | |
| 460. CROWDSTRIKE HOLDINGS INC - A | 2024-03-25 | 2024-09-25 | $133,004 | $149,577 | -$16,573 | -$16,573 | |
| 2000. DISNEY WALT HOLDING CO | 2015-10-07 | 2024-09-25 | $187,255 | $218,319 | -$31,064 | -$31,064 | |
| 651.22 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-09-25 | $651 | $588 | $63 | $63 | |
| 2675.31 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-09-25 | $2,675 | $2,408 | $267 | $267 | |
| 3115.33 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-09-25 | $3,115 | $2,834 | $281 | $281 | |
| 178. FEDEX CORP | 2024-03-25 | 2024-09-25 | $46,848 | $50,173 | -$3,325 | -$3,325 | |
| 500. FEDEX CORP | 2021-10-12 | 2024-09-25 | $131,596 | $110,676 | $20,920 | $20,920 | |
| 151. GOLDMAN SACHS GROUP INC | 2008-04-23 | 2024-09-25 | $74,218 | $30,173 | $44,045 | $44,045 | |
| 126. HOME DEPOT INC | 2012-05-21 | 2024-09-25 | $49,992 | $5,993 | $43,999 | $43,999 | |
| 355. J P MORGAN CHASE & CO | 2015-04-07 | 2024-09-25 | $74,432 | $21,663 | $52,769 | $52,769 | |
| 583. MICROSOFT CORP | 2000-04-25 | 2024-09-25 | $251,668 | $19,895 | $231,773 | $231,773 | |
| 593. NEXTERA ENERGY INC | 2020-04-02 | 2024-09-25 | $50,220 | $32,484 | $17,736 | $17,736 | |
| 1300. NUCOR CORP | 2021-04-22 | 2024-09-25 | $195,034 | $99,832 | $95,202 | $95,202 | |
| 1657. NVIDIA CORP | 2022-10-18 | 2024-09-25 | $204,000 | $19,858 | $184,142 | $184,142 | |
| 417. RTX CORP | 2016-04-21 | 2024-09-25 | $50,369 | $22,557 | $27,812 | $27,812 | |
| 123. THERMO ELECTRON CORP | 2011-05-19 | 2024-09-25 | $73,453 | $8,032 | $65,421 | $65,421 | |
| 153. EATON CORP PLC | 2021-02-16 | 2024-09-25 | $50,156 | $19,316 | $30,840 | $30,840 | |
| 639.51 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-10-25 | $640 | $577 | $63 | $63 | |
| 2693.42 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-10-25 | $2,693 | $2,424 | $269 | $269 | |
| 3061.61 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-10-25 | $3,062 | $2,785 | $277 | $277 | |
| 4009.901 HAR STREE REAL ESTATE FUND-I | 2019-04-09 | 2024-10-25 | $99,165 | $112,348 | -$13,183 | -$13,183 | |
| 7500.01 GOLDMAN SACHS PRIVATE EQUITY MANAGERS | 2024-10-30 | $7,500 | $7,500 | ||||
| 1080.53 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-11-25 | $1,081 | $976 | $105 | $105 | |
| 3074.93 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-11-25 | $3,075 | $2,767 | $308 | $308 | |
| 3163.64 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-11-25 | $3,164 | $2,878 | $286 | $286 | |
| 15671.56 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2014) | 2024-12-02 | $15,672 | $15,672 | ||||
| 209.48 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2014) | 2024-12-02 | $209 | $209 | ||||
| 1994.52 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2024-12-26 | $1,995 | $1,801 | $194 | $194 | |
| 3010.99 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-12-26 | $3,011 | $2,710 | $301 | $301 | |
| 3009.21 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-12-26 | $3,009 | $2,738 | $271 | $271 | |
| 1152.77 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2016) | 2024-12-27 | $1,153 | $1,153 | ||||
| 16644.56 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2016) | 2024-12-27 | $16,645 | $16,645 | ||||
| 1. LONG TERM CAPITAL GAIN | 2000-12-31 | 2024-12-31 | $81,602 | $81,602 | $81,602 | ||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,422 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,491,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,980 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $50,980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,432 | OverpaymentAmt |
| Applied To ES Tax | $8,432 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 2 | $249,920 |
| PETER BROWN LATHROP AND GAGE | ||||||
| 2345 GRAND BLVD SUITE 2800 | KANSAS CITY | MO | 64108 | CO-TRUSTEE | 2 | $62,755 |
| BARTON J COHEN | ||||||
| 9010 SHAWNEE MISSION PARKWAY | MISSION | KS | 662022820 | CO-TRUSTEE | 2 | $62,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $42,810,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,685,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,053,113 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,549,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,549,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $713,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,835,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,341,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,341,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,548 | TotalTaxAmt |
| Distributable Before Adj | $2,299,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,299,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,299,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,793,206 | 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 | $1,793,206 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,299,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $977,830 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,793,206 | QualifyingDistributionsAmt |
| Applied To Year1 | $977,830 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $815,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,483,871 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF THE ZOO INC OF KC MO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CITY UNION MISSION | ||||||||
| 1108 E 10TH ST | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE SALVATION ARMY KANSAS WESTERN | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | MISSOURI |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 6601 WINCHESTER AVENUE STE 110 | KANSAS CITY | MO | 64133 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| POWELL GARDENS | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 WEST 115TH ST SUITE 201 | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FIRST CALL ALCOHOL DRUG PREVENTION AND | ||||||||
| 9091 STATE LINE RD 2ND | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | RECOVERY |
| TRUMAN MEDICAL CENTER CHARITABLE | ||||||||
| 2310 HOLMES ST 735 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | FOUNDATION |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | ||||||||
| 4125 RAINBOW BLVD | KANSAS CITY | KS | 66103 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||||
| 1601 BROADWAY BLVD | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ADVENTHEALTH FOUNDATION SHAWNEE MISSION | ||||||||
| 7315 E FRONTAGE RD | OVERLAND PARK | KS | 66204 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BAPTIST TRINITY LUTHERAN LEGACY | ||||||||
| 6675 HOLMES RD SUITE 470 | KANSAS CITY | MO | 64131 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | FOUNDATION |
| AFTER THE HARVEST | ||||||||
| 6320 BROOKSIDE PLAZA STE 304 | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SAMUEL U RODGERS HEALTH CENTER | ||||||||
| 825 EUCLID AVE | KANSAS CITY | MO | 64124 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDREN'S MERCY HOSPITAL AND CLINICS | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PAWSPERITY INC | ||||||||
| 5805 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64012 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KANSAS CITY REPERTORY THEATRE | ||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| DEEP ROOTS KC | ||||||||
| PO BOX 32131 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RESTART INC | ||||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HORIZON ACADEMY | ||||||||
| 4901 REINHARDT DR STE A | ROELAND PARK | KS | 66205 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ACADEMY FOR INTEGRATED ARTS | ||||||||
| 7910 TROOST AVE | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| KANSAS CITY BALLET | ||||||||
| 500 PERSHING ROAD | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BOYS - GIRLS CLUBS OF GREATER KANSAS | ||||||||
| 4001 MARTIN LUTHER KING JR BLVD ST | KANSAS CITY | MO | 64130 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | CITY |
| UMKC FOUNDATION | ||||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE SUITE 412 | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| UNION STATION KANSAS CITY INC | ||||||||
| 30 WEST PERSHING SUITE 850 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STANFORD UNIVERSITY | ||||||||
| 300 PASTEUR DR | STANFORD | CA | 943055246 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HAPPY BOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | ||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GIRL SCOUTS OF NE KANSAS-NW MISSOURI | ||||||||
| 8383 BLUE PARKWAY DR | KANSAS CITY | MO | 64133 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LEAD TO READ | ||||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 N AMBASSADOR DR STE 206 | KANSAS CITY | MO | 64153 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NATURE CONSERVANCY - KANSAS CHAPTER | ||||||||
| 2420 NW BUTTON RD | TOPEKA | KS | 66608 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LYRIC OPERA OF KANSAS CITY | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| LEVELUP KIDS INC | ||||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YOUTH VOLUNTEER CORPS | ||||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE CHILDRENS PLACE INC | ||||||||
| 11215 W 95TH ST | OVERLAND PARK | KS | 66214 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UMKC BLOCH SCHOOL OF BUSINESS | ||||||||
| 5110 CHERRY ST | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $110,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,695,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $920,451 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,491,609 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 15 | -$31,046 |
| FEDERAL TAX REFUND | 1 | $2,470 |
| SEC 897 CAP GAIN | 1 | $886 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,384,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,384,370 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $159 |
| ROUNDING | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$31,046 | -$31,046 |
| FEDERAL TAX REFUND | $2,470 | $0 |
| SECTION 897 CAPITAL GAIN | $886 | $886 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX LOT COST BASIS ADJUSTMENT | Desc |
| Amt | $729,286 | Amt |