V & H CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- V & H CHARITABLE FOUNDATION (EIN 43-6378149)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-09-26
- IRS object ID
- 201732699349100803
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-26T14:44:11-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | 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 | 2016-04-01 | 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 | 2017-09-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET L FANSKA | PreparerPersonNm |
| PTIN | P00126693 | PTIN |
| Phone | 8004542446 | PhoneNum |
| Preparation | 2017-09-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A46C4D6A81917B9BA5E15EADCCD8F5E60662BAAA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DAB9F343E299E8DA8925157C2E4ABE2263BC301B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,972,757 | 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 | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,341,392 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $75,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $75,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $422,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,918 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $36,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,036 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,512 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,168 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $674,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $625,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$251,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,377 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,920 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,157,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,735,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,238,416 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,828,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,718,734 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,730,574 | 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 | $1,084,060 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,318,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,609,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,867,330 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,622,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,371,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,972,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,622,969 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,371,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,622,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,371,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,622,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,371,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,622,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$251,321 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,371,648 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,371,648 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $653,613 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,823,279 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $505,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,638,322 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $683,178 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,306,925 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $230,454 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,475,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,662 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,825,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016688 | DistributionYr5Rt |
| Total Distribution | 0.187424 | TotalDistributionRt |
| Average Distribution | 0.037485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,602,548 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $547,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,962 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $549,339 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $625,070 | 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 | $1,962 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,962 | SubtotalAmt |
| Tax Based On Investment Income | $1,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,038 | OverpaymentAmt |
| Applied To ES Tax | $2,038 | 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 | $14,767,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,824,922 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,824,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,602,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $730,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $730,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,962 | TotalTaxAmt |
| Distributable Before Adj | $728,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $728,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $728,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $625,070 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $625,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,962 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $623,108 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $728,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $588,571 | UndistributedIncomePYAmt |
| Qualifying Distributions | $625,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $588,571 | AppliedToYear1Amt |
| Applied To Current Year | $36,499 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $691,666 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 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 | $2,500 |
| 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 |
| COMMUNITY LINC | |||||
| 4012 TROOST AVE | KANSAS CITY | MO | 64110 | CHARITABLE | $7,500 |
| GIVING THE BASICS | |||||
| 3150 MERCIER STE 270-D2 | KANSAS CITY | MO | 64111 | CHARITABLE | $1,000 |
| GREATER KC COMMUNITY FDN | |||||
| 1055 BROADWAY 130 | KANSAS CITY | MO | 64105 | CHARITABLE | $240,000 |
| JOHNSON COUNTY COMM COLLEGE FDN | |||||
| 12345 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | CHARITABLE | $4,400 |
| JOHNSON COUNTY LIBRARY FOUNDATION | |||||
| PO BOX 2933 | SHAWNEE MISSION | KS | 66201 | CHARITABLE | $10,970 |
| JOHNSON COUNTY MUSEUM FOUNDATION | |||||
| 6305 LACKMAN RD | SHAWNEE MISSION | KS | 66217 | CHARITABLE | $75,000 |
| JOURNEY TO A NEW LIFE | |||||
| 3120 TROOST AVE | KANSAS CITY | MO | 64109 | CHARITABLE | $20,000 |
| JUNIOR ACHIEVEMENT | |||||
| 4001 BLUE PARKWAY STE 210 | KANSAS CITY | MO | 64130 | CHARITABLE | $3,500 |
| KANSAS CITY HOSPICE | |||||
| 12000 WORNALL RD | KANSAS CITY | MO | 64145 | CHARITABLE | $5,000 |
| NATIONAL KIDNEY FOUNDATION | |||||
| 30 EAST 33RD ST | NEW YORK | NY | 10016 | CHARITABLE | $1,500 |
| RONALD MCDONALD HOUSE | |||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | CHARITABLE | $25,000 |
| SAFEHOME INC | |||||
| PO BOX 4563 | OVERLAND PARK | KS | 66204 | CHARITABLE | $2,500 |
| SHAWNEE MISSION HEALTH | |||||
| 9100 W 74TH ST | MERRIAM | KS | 66204 | CHARITABLE | $3,000 |
| SHAWNEE MISSION SCHOOL DISTRICT | |||||
| 8200 W 71ST ST | SHAWNEE MISSION | KS | 66204 | CHARITABLE | $24,000 |
| UMKC ALUMNI ASSOC | |||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | CHARITABLE | $5,000 |
| UNION STATION | |||||
| 30 W PERSHING RD 400 | KANSAS CITY | MO | 64108 | CHARITABLE | $7,200 |
| UNIVERSITY OF KANSAS HOSPITAL | |||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | CHARITABLE | $5,000 |
| WONDERSCOPE | |||||
| 5700 KING | SHAWNEE | KS | 66203 | CHARITABLE | $170,000 |
| WORLD WAR ONE MEMORIAL | |||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,070 | 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 | $157 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $167,761 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $75,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $180,072 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $347,990 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $422,990 | 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 | FANSKA CPA | CategoryTxt |
| Amt | $2,525 | 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 |
|---|---|---|---|---|
| BANK OF BV 36 SHORT TERM | PURCHASE | $386,480 | $412,054 | -$25,574 |
| BANK OF BV36 LONG TERM | PURCHASE | $1,012,241 | $905,002 | $107,239 |
| BANK OF BV 48 SHORT TERM | PURCHASE | $120,544 | $119,159 | $1,385 |
| BANK OF BV 48 LONG TERM | PURCHASE | $822,127 | $725,105 | $97,022 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - SEE ATTACHED 0036 | $978,949 | $972,976 |
| FIXED INCOME - SEE ATTACHED 0048 | $739,785 | $757,598 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - SEE ATTACHED 0036 | $2,181,969 | $2,880,925 |
| EQUITIES - SEE ATTACHED 0048 | $1,553,678 | $2,357,491 |
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 | $1,084,060 | 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 | $7,257,440 |
| SHORT TERM INV - SEE ATTACHED 0048 | AT COST | $5,027 | $5,027 |
| SHORT TERM INV - SEE ATTACHED 0036 | AT COST | $161,444 | $161,444 |
| SHORT TERM INV - SEE ATTACHED 0068 | AT COST | $42 | $42 |
| FIVE ELMS LLP - BV 48 | $443,377 | $443,377 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $4,168 | $4,168 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT ON WONDERSCOPE | Desc |
| Revenue And Expenses Per Books | $75,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75,000 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF BLUE VALLEY | CategoryTxt |
| Amt | $36,036 | Amt |
| Net Investment Income | $36,036 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $365 | $365 |
| REAL ESTATE TAXES | $3,851 | $3,851 |
| 2015 990 PF EXCISE TAX | $2,296 | $2,296 |