THE KEITH AND MARGIE WEBER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE KEITH AND MARGIE WEBER FOUNDATION (EIN 48-1203265)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201623089349100817
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-03T16:10:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431395134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN T OSBORNE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 BURLINGTON STREET | AddressLine1Txt |
| City | N KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481203265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEITH & MARGIE WEBER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEIT | BusinessNameControlTxt |
| Phone | 9136775300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN GROSZEK | PersonNm |
| Person Title | ASST SEC/TR | PersonTitleTxt |
| Phone | 9136775300 | PhoneNum |
| Signature | 2016-10-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN T OSBORNE | PreparerPersonNm |
| PTIN | P00359067 | PTIN |
| Phone | 8168420960 | PhoneNum |
| Preparation | 2016-10-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,632,295 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $17,738 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,738 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,699 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61,315 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $65,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,912 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,675 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $849 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $849 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,608 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $81 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $279,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $279,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,388 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $479,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,242 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $9,686 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,686 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $199,983 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,983 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $5,185,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,348,384 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,348,384 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,665,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,632,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,632,295 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,310 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $675 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $675 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,659,248 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,631,620 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,659,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,631,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,665,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,632,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,659,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $492,489 | OtherIncreasesAmt |
| Subtotal | $5,925,096 | SubtotalAmt |
| Other Decreases | $1,293,476 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,631,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FLOW-THRU LONG TERM CAPITAL GAINS | P | $65,131 | $65,131 | $65,131 | |
| FLOW-THRU SHORT TERM CAPITAL GAINS | P | -$19,432 | -$19,432 | $19,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,699 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,751,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,572,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041062 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $236,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,106,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046218 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,116 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,843,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054939 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,917,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044944 | DistributionYr5Rt |
| Total Distribution | 0.234628 | TotalDistributionRt |
| Average Distribution | 0.046926 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,329,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $251,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $279,025 | 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 | $1,164 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,164 | SubtotalAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $7,427 | OverpaymentAmt |
| Applied To ES Tax | $7,427 | 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 |
| 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 |
| Website Address | WWW.WEBERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MIDLAND PROPERTIES INC | IndividualWithBooksNm |
| Phone | 9136775300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | SHAWNEE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARJORY WEBER | ||||||||
| 2411 W 59TH ST | MISSION HILLS | KS | 66208 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LESLIE OLRICH | ||||||||
| 2411 W 59TH ST | MISSION HILLS | KS | 66208 | VP, TREASURE | 1.00 | $0 | $0 | $0 |
| PATRICIA YOUSSI | ||||||||
| 2411 W 59TH ST | MISSION HILLS | KS | 66208 | VP, SECRETAR | 1.00 | $0 | $0 | $0 |
| ANN GROSZEK | ||||||||
| 12855 PEMBROKE CIRCLE | LEAWOOD | KS | 66208 | ASST SEC/TR | 1.00 | $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 | $3,188,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,849,780 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,411,051 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,411,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,329,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,164 | TotalTaxAmt |
| Distributable Before Adj | $265,330 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,330 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $279,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $277,861 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,342 | UndistributedIncomePYAmt |
| Qualifying Distributions | $279,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,342 | AppliedToYear1Amt |
| Applied To Current Year | $3,683 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $261,647 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | NONE | 501 (C) (3) | GENERAL | $12,100 |
| ANDERSON RANCH ARTS CENTER | |||||||
| 5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3) | GENERAL | $5,000 |
| ASPEN ART MUSEUM | |||||||
| 590 NORTH MILL STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | GENERAL | $23,200 |
| ASPEN SANTA FE BALLET | |||||||
| 0245 SAGA WAY | ASPEN | CO | 81611 | NONE | 501 (C) (3) | GENERAL | $2,500 |
| BOYS & GIRLS CLUB OF KC | |||||||
| 6301 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | 501 (C) (3) | GENERAL | $3,000 |
| CITY UNION MISSION | |||||||
| 1108 EAST 10TH STREET | KANSAS CITY | MO | 64106 | NONE | 501(C)(3) | GENERAL | $4,000 |
| COUNTRY CLUB CHRISTIAN CHURCH | |||||||
| 6101 WARD PARKWAY | KANSAS CITY | MO | 64113 | NONE | 501(C)(3) | GENERAL | $10,000 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL | $1,000 |
| DENVER ART MUSEUM | |||||||
| 100 WEST 14TH AVE PKWY | DENVER | CO | 80204 | NONE | 501(C)(3) | GENERAL | $1,000 |
| DENVER FOUNDATION | |||||||
| 950 SOUTH CHERRY ST | DENVER | CO | 80246 | NONE | 501(C)(3) | GENERAL | $45,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | GENERAL | $20,000 |
| HAPPY BOTTOMS | |||||||
| 1941 CENTRAL STREET | KANSAS CITY | MO | 64108 | NONE | 501(C)(3) | GENERAL | $2,500 |
| HARVESTERS | |||||||
| PO BOX 879025 | KANSAS CITY | MO | 64187 | NONE | 501(C)(3) | GENERAL | $2,500 |
| KANSAS CITY BALLET | |||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | NONE | 501(C)(3) | GENERAL | $2,500 |
| KANSAS CITY SYMPHONY | |||||||
| 1020 CENTRAL | KANSAS CITY | MO | 64105 | NONE | 501(C)(3) | GENERAL | $2,500 |
| KC COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | 501(C)(3) | GENERAL | $5,000 |
| MCCALLUM THEATRE | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | GENERAL | $5,000 |
| NELSON-ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | 501(C)(3) | GENERAL | $10,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| PO BOX 2310 | PALM SPRINGS | CA | 92263 | NONE | 501(C)(3) | GENERAL | $2,500 |
| PHILIP SALEM FOUNDATION | |||||||
| 6624 FANNIN STE 1630-PSF | HOUSTON | TX | 77030 | NONE | 501(C)(3) | GENERAL | $10,000 |
| ROARING FORK CONSERVANCY | |||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | 501(C)(3) | GENERAL | $3,225 |
| SALVATION ARMY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | 501(C)(3) | GENERAL | $10,000 |
| SPECIAL OPERATIONS FUND | |||||||
| 1215 19TH ST NW | WASHINGTON | DC | 20036 | NONE | 501 (C) (3) | GENERAL | $15,000 |
| ST LUKE'S FOUNDATION | |||||||
| 4225 BALTIMORE AVE | KANSAS CITY | MO | 64111 | NONE | 501 (C) (3) | GENERAL | $25,000 |
| THE DESERT COMMUNITY FOUNDATION | |||||||
| 46000 FAIRWAY DRIVE | INDIAN WELLS | CA | 92210 | NONE | 501 (C) (3) | GENERAL | $500 |
| THE PLAZA ACADEMY | |||||||
| 4050 PENNSYLVANIA STE143 | KANSAS CITY | MO | 64111 | NONE | 501 (C) (3) | GENERAL | $4,500 |
| THE SAN FRANCISCO FOUNDATION | |||||||
| 225 BUSH ST STE 500 | SAN FRANCISCO | CA | 94104 | NONE | 501 (C) (3) | GENERAL | $45,000 |
| WOUNDED WARRIER PROJECT | |||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | NONE | 501 (C) (3) | GENERAL | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $279,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,738 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,699 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ORDINARY INCOME | 14 | -$3,935 |
| RENTAL INCOME | 14 | $37 |
| ROYALTY INCOME | 14 | -$561 |
| SEC 1231 GAIN | 14 | -$33 |
| OTHER PORTFOLIO INCOME | 14 | -$12 |
| CANCELLATION OF DEBT | 14 | $72 |
| OTHER INCOME | 14 | -$228 |
| PORTFOLIO DEDUCTIONS | 14 | -$54,185 |
| OTHER DEDUCTIONS | 14 | -$2,470 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,597 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STEVEN T OSBORNE, CPA | $3,675 | $3,675 |
| MPI | $6,000 | $6,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $199,983 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,983 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRIANGLE PEAK PARTNERS | FMV | $3,063,438 | $3,063,438 |
| PARKWAY INVESTORS W LLC | FMV | $598,536 | $598,536 |
| PARKWAY INVESTORS W II LLC | FMV | $686,410 | $686,410 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MARKED TO MARKET ADJUSTMENT | $1,055,247 |
| FLOW THRU BOOK V TAX ADJUSTMENTS | $238,008 |
| TAX PENALTIES | $221 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | $11 |
| BANK FEES | $70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ORDINARY INCOME | -$3,935 |
| RENTAL INCOME | $37 |
| ROYALTY INCOME | -$561 |
| SEC 1231 GAIN | -$33 |
| OTHER PORTFOLIO INCOME | -$12 |
| CANCELLATION OF DEBT | $72 |
| OTHER INCOME | -$228 |
| PORTFOLIO DEDUCTIONS | -$54,185 |
| OTHER DEDUCTIONS | -$2,470 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DISTRIBUTION / INCOME DIFFERENCES | $492,341 |
| DEFERRED TAX ADJUSTMENT | $148 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABLITY | $823 | $675 |
| EXCISE TAXES PAYABLE | $4,866 | |
| STATE INCOME TAXES PAYABLE | $621 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $1,444 |
| FEDERAL EXCISE TAX | $1,164 |