WILLIAM T & FRANCES D GRANT CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T & FRANCES D GRANT CHARITABLE TRUST & FOUNDATION (EIN 44-6010325)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201631329349100108
- Schema version
- 2015v2.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T07:05:14-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFlynn & Bihuniak Chartered | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 Somerset Drive Ste 137 | AddressLine1Txt |
| City | Prairie Village | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 | 446010325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T & FRANCES D GRANT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9138317999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SEARS | PersonNm |
| Person Title | VICE PRES/TRUST OFFC | PersonTitleTxt |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MERIDITH BIHUNIAK | PreparerPersonNm |
| PTIN | P00079749 | PTIN |
| Phone | 9136486828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,598,282 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,909 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,585 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,827 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,758 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $653 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $72 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,910 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $728,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $728,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $755,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $730,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$680,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,341 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $23,621 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,634 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,929 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,635,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,216,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,398,012 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,886 | CorporateBondsBOYAmt |
| Other Investments BOY | $180,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $179,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $180,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,096,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,416,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,598,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,096,315 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,416,011 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,096,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,416,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,096,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,416,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,096,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$680,304 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,416,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,416,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SHORT TERM SALES-SCH ATT | P | $471,878 | $484,010 | -$12,132 | -$12,132 | ||
| LONG TERM SALES-SCH ATT | P | $226,546 | $195,420 | $31,126 | $31,126 | ||
| SWIFT ENERGY CO .0000% | P | $85 | -$85 | -$85 | 2014-11-06 | 2015-06-22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,909 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,217 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,400,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05140 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,721 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,375,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,701 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,323,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04077 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,266,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,843 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,187,529 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02873 | DistributionYr5Rt |
| Total Distribution | 0.212935 | TotalDistributionRt |
| Average Distribution | 0.042587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,783,014 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,933 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $730,330 | 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 | $589 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $589 | SubtotalAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,011 | OverpaymentAmt |
| Applied To ES Tax | $600 | AppliedToESTaxAmt |
| Refund | $3,411 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT PLAINS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9138317999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| GREAT PLAINS TRUST COMPANY | ||||||
| 7700 SHAWNEE MISSION PARKWAY | OVERLAND PARK | KS | 66202 | Trustee | 1.00 | $17,585 |
| WILLIAM T GRANT II | ||||||
| PO BOX 419458 | KANSAS CITY | MO | 64141 | Trustee | 1.00 | $0 |
| UMB BANK NA | ||||||
| PO BOX 419692 | KANSAS CITY | MO | 64141 | Trustee | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,586,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $180,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,810,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,810,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,783,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $589 | TotalTaxAmt |
| Distributable Before Adj | $88,562 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,562 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $730,330 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $730,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $729,741 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,562 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $23,014 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,940 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $730,330 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $641,768 | RemainingDistriFromCorpusAmt |
| Total Corpus | $672,708 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $672,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $23,014 | ExcessFromYear2Amt |
| Excess From Year1 | $7,926 | ExcessFromYear1Amt |
| Excess From Current Year | $641,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM T GRANT II | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KANSAS CITY ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | N/A | EDUCATION | $3,000 |
| LIFE SPACE COMM FDN AT CLARIDGE COU | |||||||
| 8101 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | N/A | N/A | EDUCATION | $20,000 |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| 6401 WORNALL TERRACE | KANSAS CITY | MO | 64113 | NONE | N/A | RELIGIOUS | $15,000 |
| CROSSPOINT MINISTRIES | |||||||
| 3006 SOUTH 34TH STREET | KANSAS CITY | KS | 66106 | NONE | N/A | RELIGIOUS | $5,000 |
| SALVATION ARMY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | N/A | SOCIAL SERVICES | $6,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVA | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | N/A | EDUCATION | $1,500 |
| IVANHOE NEIGHBORHOOD COUNCIL | |||||||
| 3700 WOODLAND AVENUE | KANSAS CITY | MO | 64109 | NONE | N/A | SOCIAL SERVICES | $20,000 |
| NELSON-ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | N/A | ARTS | $11,500 |
| KANSAS CITY SYMPHONY JEWEL BALL OF | |||||||
| 1703 WYANDOTTE SUITE 200 | KANSAS CITY | MO | 64108 | NONE | N/A | ARTS | $5,000 |
| YMCA OF GREATER KANSAS CITY | |||||||
| 3100 BROADWAY | KANSAS CITY | MO | 64111 | NONE | N/A | SOCIAL SERVICES | $3,000 |
| RAYTOWN HIGH SCHOOL BOYS BASKETBALL | |||||||
| 6019 BLUE RIDGE BOULEVARD | RAYTOWN | MO | 64133 | NONE | N/A | EDUCATION | $1,000 |
| UMKC ALUMNI ASSOCIATION COCKEFAIR C | |||||||
| 5115 OAK STREET AC 300B | KANSAS CITY | MO | 64112 | NONE | N/A | EDUCATION | $10,000 |
| GREAT PLAINS SPCA SASSY PROGRAM | |||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | NONE | N/A | SENIOR SERVICES | $5,000 |
| SAINT LUKE'S SOUTH HOSPITAL FOUNDAT | |||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | NONE | N/A | HEALTH | $10,000 |
| GREATER KANSAS CITY COMMUNITY FOUND | |||||||
| 1055 BROADWAY BOULEVARD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | N/A | CHARITABLE | $5,000 |
| TROLLEY RUN | |||||||
| 3101 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | N/A | HEALTH | $1,500 |
| UNIVERSITY OF KANSAS WILLIAMS FUND | |||||||
| 1651 NAISMITH DRIVE | LAWRENCE | KS | 66045 | NONE | N/A | ARTS | $548,000 |
| JOHN KNOX VILLAGE FOUNDATION | |||||||
| 400 NW MURRAY ROAD | LEES SUMMIT | MO | 64081 | NONE | N/A | SENIOR SERVICES | $1,000 |
| GILLIS CENTER | |||||||
| 8150 WORNALL ROAD | KANSAS CITY | MO | 64114 | NONE | N/A | SOCIAL SERVICES | $15,000 |
| HIGHER M-PACT | |||||||
| PO BOX 11718 | KANSAS CITY | MO | 64138 | NONE | N/A | SOCIAL SERVICES | $5,000 |
| MUSCULAR DYSTROPHY | |||||||
| 10550 BARKLEY | OVERLAND PARK | KS | 66212 | NONE | N/A | HEALTH | $20,000 |
| COMMUNITY HOSPITAL FOUNDATION | |||||||
| 1055 BROADWAY BOULEVARD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | N/A | EDUCATION | $5,000 |
| PRESERVE COMMUNITY FOUNDATION | |||||||
| 57 POST STREET SUITE 510 | SAN FRANCISCO | CA | 94104 | NONE | N/A | EDUCATION | $5,000 |
| BIG SUR LAND TRUST | |||||||
| 509 HARTNELL STREET | MONTEREY | CA | 93940 | NONE | N/A | NATURE | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $728,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,909 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,673 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | O'FLYNN & BIHUNIAK CHARTERED | CategoryTxt |
| Amt | $725 | Amt |
| Net Investment Income | $653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $72 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $10,105 | $13,473 |
| ABBVIE INC | $13,363 | $17,772 |
| ADOBE SYSTEMS INC | $3,324 | $9,394 |
| ADR BP AMOCO PLC | $18,004 | $12,504 |
| ADR DIAGEO PLC SPONSORED | $22,676 | $21,814 |
| ADR RIO TINTO PLC | $21,402 | $11,648 |
| ADR ROYAL DUTCH SHELL PLC A SHARES | $24,237 | $13,737 |
| ADR UNILEVER PLC | $26,670 | $25,872 |
| AFLAC INC | $4,136 | $5,990 |
| APACHE CORP | $8,993 | $4,447 |
| APPLE COMPUTER INC | $7,144 | $31,578 |
| AT&T INC | $33,208 | $34,410 |
| BAXTER INTL INC | $14,708 | $15,260 |
| BECTON DICKINSON & CO | $6,378 | $15,409 |
| BHP BILLITON LTC | $26,658 | $10,304 |
| CANADIAN OIL SANDS LTD | ||
| CATERPILLAR INC | $5,143 | $6,796 |
| CERNER CORP | $3,214 | $12,034 |
| CHEVRON CORP | $32,649 | $26,988 |
| CHUBB CORP | $19,981 | $39,792 |
| CINCINNATI FINANCIAL CORP | $28,851 | $35,502 |
| CISCO SYS INC | $25,110 | $27,155 |
| CME GROUP INC | $7,696 | $9,060 |
| COCA COLA CO | $9,425 | $12,888 |
| CONOCOPHILLIPS | $32,370 | $18,676 |
| COSTCO WHSL CORP | $6,635 | $16,150 |
| CUMMINS ENGINE CO INC | $28,745 | $17,602 |
| CVS HEALTH CORP | $8,213 | $19,554 |
| DANAHER CORP | $5,581 | $18,576 |
| DEERE & COMPANY | $5,721 | $7,627 |
| DISNEY | $5,113 | $21,016 |
| EXXON-MOBIL CORP | $45,127 | $38,975 |
| FORD MOTOR COMPANY | $11,647 | $9,863 |
| FRANKLIN RES INC | ||
| FREEPORT-MCMORAN COPPER & GOLD INC | ||
| GENERAL ELECTRIC COMPANY | $28,954 | $34,265 |
| GILEAD SCI INC | $4,352 | $20,238 |
| GLAXO SMITHKLINE | $29,661 | $24,210 |
| GOOGLE INC CL A | ||
| GOOGLE INC CL C | ||
| HALYARD HEALTH INC | ||
| HOLLYFRONTIER CORP | $31,732 | $27,923 |
| HOME DEPOT | $2,734 | $13,225 |
| ILLINOIS TOOL WORKS INC | $4,106 | $9,268 |
| INTEL CORP | $7,484 | $13,780 |
| INTERNATIONAL BUSINESS MACHINES CORP | $32,353 | $27,524 |
| KIMBERLY-CLARK CORP | $31,009 | $38,190 |
| KINDER MORGAN INC DEL | ||
| LIONS GATE ENTERTAINMENT | $26,406 | $29,151 |
| MARATHON OIL CORP | ||
| MCCORMICK & CO NON-VOTING | $6,356 | $17,112 |
| MCDONALDS CORP | $22,918 | $35,442 |
| MICROSOFT CORP | $8,766 | $11,096 |
| NORTHERN TR CORP | $13,299 | $14,418 |
| ORACLE CORP | $4,300 | $7,306 |
| PANERA BREAD CO CL A | $14,966 | $19,478 |
| PRAXAIR INC | $7,856 | $10,240 |
| PROCTER & GAMBLE CO | $37,169 | $39,705 |
| QUALCOMM INC | $32,663 | $24,992 |
| QUESTAR CORP | $34,065 | $29,220 |
| RAYTHEON CO | $10,656 | $24,906 |
| SCHLUMBERGER LTD | $9,322 | $6,975 |
| SUNCOR ENERGY INC | $23,624 | $15,480 |
| TARGET CORP | $12,152 | $14,522 |
| TJX COMPANIES INC | $7,022 | $28,364 |
| TORONTO DOMINION BANK | $2,541 | $3,917 |
| US BANCORP | $7,005 | $12,801 |
| VALERO ENERGY CORP | $3,441 | $14,142 |
| VERIZON COMMUNICATIONS | $29,627 | $27,732 |
| WALMART STORES INC | $45,882 | $36,780 |
| WASTE MANAGEMENT INC | $26,577 | $32,022 |
| ALPHABET INC CAP STK CL A | $6,534 | $15,560 |
| ALPHABET INC CAP STK CL C | $6,499 | $15,178 |
| ARTHUR J GALLAGER & CO | $8,294 | $8,188 |
| BOEING CO | $42,262 | $43,377 |
| EASTMAN CHEMICAL CO | $37,110 | $33,755 |
| HESS CORP | $5,111 | $4,848 |
| JOHNSON & JOHNSON | $29,258 | $30,816 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,634 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,929 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BADGER HAWK II LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $179,743 | BookValueAmt |
| EOYFMV | $180,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BADGER HAWK II, LLC PORTFOLIO EXPENSES | Desc |
| Revenue And Expenses Per Books | $257 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $257 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2014 990-PF BALANCE DUE | $4,310 |
| 2015 990-PF ESTIMATES | $4,600 |