V & H CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- V & H CHARITABLE FOUNDATION (EIN 43-6378149)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-09-07
- IRS object ID
- 201642519349100704
- 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 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 | 2016-09-07T11:34:02-05:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274569243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K&A GLOBAL MANAGEMENT COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 JOHNSON DR STE 301 | AddressLine1Txt |
| City | MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | 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 | 9132343019 | PhoneNum |
| Signature | 2016-08-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET L FANSKA CPA | PreparerPersonNm |
| PTIN | P00126693 | PTIN |
| Phone | 9132622323 | PhoneNum |
| Preparation | 2016-08-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,677,085 | 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 | $112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,118,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,308 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,415 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,415 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $286,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,266 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $39,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,554 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,991 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,061 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $73,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $655,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $655,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $729,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $655,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$443,642 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,186 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,801 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,920 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,920 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,289,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,157,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,152,817 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,023,576 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,828,541 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,816,910 | 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 | $1,476,660 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,449,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,318,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,167,592 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,066,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,622,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,677,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,066,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,622,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,066,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,622,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,066,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,622,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,066,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$443,642 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,622,969 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,622,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED - ACCT 0036 | P | 2014-06-03 | 2016-03-31 | $352,874 | $370,362 | -$17,488 | -$17,488 |
| SEE ATTACHED - ACCT 0036 | P | 2004-10-27 | 2016-03-31 | $1,174,292 | $1,029,158 | $145,134 | $145,134 |
| SEE ATTACHED - ACCT 0036 | P | 2004-10-27 | 2016-03-31 | $16,754 | $16,754 | $16,754 | |
| SEE ATTACHED - ACCT 0048 | P | 2014-11-20 | 2016-02-17 | $133,679 | $157,076 | -$23,397 | -$23,397 |
| SEE ATTACHED - ACCT 0048 | P | 2000-08-02 | 2016-02-16 | $1,440,677 | $1,503,538 | -$62,861 | -$62,861 |
| SEE ATTACHED - ACCT 0048 | P | 2000-08-02 | 2016-02-16 | $166 | $166 | $166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,308 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$40,885 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $505,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,638,322 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037088 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $683,178 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,306,925 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066283 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,475,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020082 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,825,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016688 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $566,355 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,882,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057309 | DistributionYr5Rt |
| Total Distribution | 0.197450 | TotalDistributionRt |
| Average Distribution | 0.039490 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,823,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $545,881 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $548,178 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $655,910 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,297 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,297 | SubtotalAmt |
| Tax Based On Investment Income | $2,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,623 | OverpaymentAmt |
| Applied To ES Tax | $4,000 | AppliedToESTaxAmt |
| Refund | $8,623 | 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 |
| 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 | 0.00 | $0 | $0 | $0 |
| ROBERT B REGNIER | ||||||||
| 3400 W 119TH ST | LEAWOOD | KS | 66209 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VICTOR A REGNIER | ||||||||
| 10610 LINHART DR | LOS ANGELES | CA | 90001 | TRUSTEE | 0.00 | $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 | $13,978,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,861 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,033,786 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,033,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,823,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,297 | TotalTaxAmt |
| Distributable Before Adj | $688,867 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $688,867 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $688,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $655,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $655,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,297 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $653,613 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $688,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $555,614 | UndistributedIncomePYAmt |
| Qualifying Distributions | $655,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $555,614 | AppliedToYear1Amt |
| Applied To Current Year | $100,296 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $588,571 | 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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTS & REC FOUNDATION OF OP | |||||||
| PO BOX 26147 | SHAWNEE MISSION | KS | 66225 | CHARITABLE | $17,750 | ||
| BLUE VALLEY NORTHWEST HS | |||||||
| 13260 SWITZER | OVERLAND PARK | KS | 66213 | CHARITABLE | $5,000 | ||
| CITY OF OVERLAND PARK | |||||||
| 8500 SANTA FE DR | OVERLAND PARK | KS | 66212 | CHARITABLE | $5,000 | ||
| GIRL SCOUTS OF NE KS & NW MO | |||||||
| 8383 E BLUE PKWY DR | KANSAS CITY | MO | 64133 | CHARITABLE | $10,000 | ||
| GREAT MIDWEST BALLOON FESTIVAL | |||||||
| SPEEDWAY BLVD | BONNER SPRINGS | KS | 66012 | CHARITABLE | $5,000 | ||
| GREATER KC COMMUNITY FDN | |||||||
| 1055 BROADWAY 130 | KANSAS CITY | MO | 64105 | CHARITABLE | $350,000 | ||
| HEART TO HEART INTERNATIONAL | |||||||
| 13250 W 98TH ST | LENEXA | KS | 66215 | CHARITABLE | $10,000 | ||
| JEWISH FEDERATION OF GREATER KC | |||||||
| 5801 W 115TH ST 201 | OVERLAND PARK | KS | 66211 | CHARITABLE | $4,250 | ||
| JOHNSON COUNTY MUSEUM FOUNDATION | |||||||
| 6305 LACKMAN RD | SHAWNEE MISSION | KS | 66217 | CHARITABLE | $82,640 | ||
| JUVENILE DIABETES RESEARCH FDTN | |||||||
| 920 MAIN ST 280 | KANSAS CITY | MO | 64105 | CHARITABLE | $3,020 | ||
| KANSAS CITY HOSPICE | |||||||
| 12000 WORNALL RD | KANSAS CITY | MO | 64145 | CHARITABLE | $6,250 | ||
| NON-PROFIT CONNECT | |||||||
| 125 E 31ST ST 100 | KANSAS CITY | MO | 64108 | CHARITABLE | $3,850 | ||
| OVERLAND PARK HISTORICAL SOCIETY | |||||||
| 8045 SANTA FE DR | OVERLAND PARK | KS | 66204 | CHARITABLE | $1,000 | ||
| REACH OUT & READ | |||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | CHARITABLE | $500 | C/O KU ENDOWMENT | |
| RONALD MCDONALD HOUSE | |||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | CHARITABLE | $33,000 | ||
| SAFEHOME INC | |||||||
| PO BOX 4563 | OVERLAND PARK | KS | 66204 | CHARITABLE | $5,000 | ||
| SHAWNEE MISSION EAST FOUNDATION | |||||||
| 7500 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | CHARITABLE | $500 | ||
| ST MARKS UNITED INNER CITY SERVICES | |||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | CHARITABLE | $1,500 | ||
| THE POLICE FOUNDATION OF KC | |||||||
| PO BOX 901950 | KANSAS CITY | MO | 64190 | CHARITABLE | $2,400 | ||
| UMKC BLOCH SCHOOL | |||||||
| 202 ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64112 | CHARITABLE | $7,000 | 5115 OAK ST | |
| UNION STATION | |||||||
| 30 W PERSHING RD 400 | KANSAS CITY | MO | 64108 | CHARITABLE | $2,250 | ||
| WONDERSCOPE | |||||||
| 5700 KING | SHAWNEE | KS | 66203 | CHARITABLE | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $655,910 | 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 | $112 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148,431 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $79,415 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,308 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $286,266 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,266 | 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 | WALTERS MCCANN FANSKA | CategoryTxt |
| Amt | $2,500 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - SEE ATTACHED 0036 | $940,587 | $935,924 |
| FIXED INCOME - SEE ATTACHED 0048 | $887,954 | $880,986 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - SEE ATTACHED 0036 | $2,435,715 | $2,842,283 |
| EQUITIES - SEE ATTACHED 0048 | $1,722,122 | $2,310,534 |
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 | $1,476,660 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OFFSHORE INV - SEE ATTACHED 0068 | AT COST | $2,000,000 | $4,849,107 |
| SHORT TERM INV - SEE ATTACHED 0048 | AT COST | $155,811 | $155,811 |
| SHORT TERM INV - SEE ATTACHED 0036 | AT COST | $162,632 | $162,632 |
| SHORT TERM INV - SEE ATTACHED 0068 | AT COST | $42 | $42 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| REPAIRS & MAINTENANCE | $9,786 | $9,786 |
| INSURANCE | $4,275 | $4,275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WONDERSCOPE RENT FORGIVENESS | $75,000 | $75,000 |
| MISC INVESTMENT INCOME | $4,415 | $4,415 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK OF BLUE VALLEY | $500 | $500 |
| ATWOOD & PALMER | $39,054 | $39,054 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2014 FORM 990PF EXCISE TAX | $14,892 | |
| FOREIGN TAXES | $977 | $977 |
| REAL ESTATE TAXES | $2,014 | $2,014 |