THE KEITH AND MARGIE WEBER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE KEITH AND MARGIE WEBER FOUNDATION (EIN 48-1203265)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349101051
- Schema version
- 2014v5.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T10:31:44-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | ANNE GROSZEK | PersonNm |
| Person Title | ASST SEC/TREAS | PersonTitleTxt |
| Phone | 9136775300 | PhoneNum |
| Signature | 2015-10-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN T OSBORNE | PreparerPersonNm |
| PTIN | P00359067 | PTIN |
| Phone | 8168420960 | PhoneNum |
| Preparation | 2015-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,665,558 | 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 | $30,300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,300 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $338,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $775,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $338,404 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$50,603 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,707 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $397,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,963 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,663 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,819 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,819 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,043 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $35,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $479,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $479,576 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,019 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $626,961 | CorporateStockBOYAmt |
| Other Investments BOY | $5,016,355 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,185,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,185,982 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,742,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,665,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,665,558 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,091 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,310 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,091 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,310 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,741,718 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,659,248 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,741,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,659,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,742,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,665,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,741,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $221,170 | OtherIncreasesAmt |
| Subtotal | $6,052,340 | SubtotalAmt |
| Other Decreases | $393,092 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,659,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS-DETAIL AUR | P | $110,604 | $102,055 | $8,549 | $8,549 |
| LONG TERM CAPITAL GAINS-DETAIL AUR | P | $633,139 | $332,015 | $301,124 | $301,124 |
| FLOW-THRU SHORT TERM CAPITAL GAINS | P | $3,009 | -$3,009 | -$3,009 | |
| FLOW-THRU LONG TERM CAPITAL GAINS | P | $31,740 | $31,740 | $31,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $338,404 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,540 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $228,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,572,096 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,106,239 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046218 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $266,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,843,863 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054939 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,917,282 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044944 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $247,421 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,342,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056974 | DistributionYr5Rt |
| Total Distribution | 0.244137 | TotalDistributionRt |
| Average Distribution | 0.048827 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,751,546 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $280,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $285,130 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $273,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,598 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,598 | SubtotalAmt |
| Tax Based On Investment Income | $8,598 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,090 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,090 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $3,524 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | $3,849,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,867,784 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,839,133 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,839,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,751,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,598 | TotalTaxAmt |
| Distributable Before Adj | $278,979 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $278,979 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $278,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $273,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $273,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $269,363 | UndistributedIncomePYAmt |
| Qualifying Distributions | $273,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $269,363 | AppliedToYear1Amt |
| Applied To Current Year | $3,637 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $275,342 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 | $12,500 |
| ANDERSON RANCH ARTS CENTER | |||||||
| 5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ASPEN ART MUSEUM | |||||||
| 590 NORTH MILL STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | GENERAL | $26,000 |
| 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 | $5,000 |
| 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 | $40,000 |
| 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 |
| KAUFFMAN CENTER FOR PERFORMING ARTS | |||||||
| 906 GRAND 11TH FLOOR | KANSAS CITY | MO | 64106 | NONE | 501(C)(3) | GENERAL | $20,000 |
| MCCALLUM THEATRE | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | GENERAL | $2,500 |
| NELSON-ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | 501(C)(3) | GENERAL | $35,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| PO BOX 2310 | PALM SPRINGS | CA | 92263 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ROARING FORK CONSERVANCY | |||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | 501(C)(3) | GENERAL | $3,000 |
| SALVATION ARMY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | 501(C)(3) | GENERAL | $10,000 |
| SAN FRANCISCO COMMUNITY FOUNDATION | |||||||
| 225 BUSH ST | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL | $40,000 |
| SPECIAL OPERATIONS FUND | |||||||
| 1215 19TH ST NW | WASHINGTON | DC | 20036 | NONE | 501 (C) (3) | GENERAL | $10,000 |
| ST LUKE'S FOUNDATION | |||||||
| 4225 BALTIMORE AVE | KANSAS CITY | MO | 64111 | NONE | 501 (C) (3) | GENERAL | $16,000 |
| 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 | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,300 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,552 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,404 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER | 1 | $919 |
| ORDINARY INCOME | 14 | $12,563 |
| RENTAL INCOME | 14 | $30 |
| SEC 1231 GAIN | 14 | -$22 |
| OTHER PORTFOLIO INCOME | 14 | -$5 |
| OTHER INCOME | 14 | $62 |
| PORTFOLIO DEDUCTIONS | 14 | -$62,744 |
| OTHER DEDUCTIONS | 14 | -$3,194 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $397,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,653 | 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 | $3,600 | $3,600 |
| MPI | $6,000 | $6,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm |
|---|
| ALCAN INC |
| AUTO NATION INC |
| BERKSHIRE HATHAWAY CL B |
| BROOKFIELD ASSET MANAGEMENT |
| BROOKFIELD PROPERTY PARTNERS |
| BROOKFIELD RESIDENTIAL PROPERTIES IN |
| CBOE HOLDINGS INC |
| COLFAX CORPORATION |
| CONTINENTAL RESOURCES INC |
| CRIMSON WINE |
| DISH NETWORK CORP |
| DREAM WORKS ANIMATION SKG INC |
| EQUITY LIFESTYLE PROP INC |
| FAMILY DOLLAR STORES INC |
| GLENCORE INTERNATIONAL PLC |
| HENDERSON LAND DEVELOPMENT CO |
| HOWARD HUGHES CORPORATION |
| JARDEN CORP |
| JARDINE STRATEGIC HOLDINGS LTD |
| L BRANDS INC |
| LENNAR CORP COM |
| LEUCADIA NATIONAL CORP |
| LIBERTY MEDIA |
| LIBERTY MEDIA CORP DEL CL A |
| LIBERTY INTERACTIVE CORP |
| LIVE NATION ENTERTAINMENT |
| MSC INDUSTRIAL DIRECT CO |
| ORCHARD SUPPLY HARDWARE STORES |
| ROUSE COMPANY |
| SEARS HOLDINGS CORP COM |
| SEARS CANADA INC |
| SEARS HOMETOWN & OUTLET STORES INC |
| STARZ SERIES A LIBERTY CAPITAL COM |
| VIACOM INC CL B |
| WENDYS INTL |
| WPX ENERGY INC |
| WYNN RESORTS LTD |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRIANGLE PEAK PARTNERS | FMV | $3,211,263 | $3,211,263 |
| PARKWAY INVESTORS W LLC | FMV | $1,439,901 | $1,439,901 |
| PARKWAY INVESTORS W II LLC | FMV | $534,818 | $534,818 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP INCOME VS DISTRIBUTION DIFFERENCE | $58,408 |
| MARKED TO MARKET ADJUSTMENT | $334,677 |
| OTHER | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | $31 |
| BANK FEES | $45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIPS | $1,788 | $1,788 |
| OTHER | $919 | $919 |
| ORDINARY INCOME | $12,563 | |
| RENTAL INCOME | $30 | |
| SEC 1231 GAIN | -$22 | |
| OTHER PORTFOLIO INCOME | -$5 | |
| OTHER INCOME | $62 | |
| PORTFOLIO DEDUCTIONS | -$62,744 | |
| OTHER DEDUCTIONS | -$3,194 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DISTRIBUTION / INCOME DIFFERENCES | $220,902 |
| DEFERRED TAX ADJUSTMENT | $268 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABLITY | $1,091 | $823 |
| EXCISE TAXES PAYABLE | $4,866 | |
| STATE INCOME TAXES PAYABLE | $621 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISIORY FEES | CategoryTxt |
| Amt | $9,663 | Amt |
| Net Investment Income | $9,663 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $3,213 |
| FEDERAL EXCISE TAX | $10,209 |
| STATE INCOME TAX | $621 |