V & H CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- V & H CHARITABLE FOUNDATION (EIN 43-6378149)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-07-29
- IRS object ID
- 201522109349100627
- 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
- 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 | 2015-07-29T17:01:02-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453969308 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTERS MCCANN FANSKA LLC | 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 | 2014-04-01 | 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 REGNIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9132343000 | PhoneNum |
| Signature | 2015-07-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET L FANSKA CPA | PreparerPersonNm |
| PTIN | P00126693 | PTIN |
| Phone | 9132622323 | PhoneNum |
| Preparation | 2015-07-20 | PreparationDt |
| 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 | $14,390,215 | 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 | $194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $194 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $479,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,651,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $479,314 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $98,167 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $98,167 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $744,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $744,617 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $42,578 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,201 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,182 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $51,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $186,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $744,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,560 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,480 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,801 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,801 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,934,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,289,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,585,922 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,109,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,023,576 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,026,759 | 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 | $1,547,250 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,491,705 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,449,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,181,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,879,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,066,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,390,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,879,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,066,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,879,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,066,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,879,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,066,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,879,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $186,836 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,066,611 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,066,611 | 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 | 2013-08-21 | 2015-03-19 | $380,407 | $351,763 | $28,644 | $28,644 |
| SEE ATTACHED - ACCT 0036 | P | 2003-01-28 | 2015-03-19 | $1,104,792 | $870,880 | $233,912 | $233,912 |
| SEE ATTACHED - ACCT 0036 | P | 2003-01-28 | 2015-03-19 | $37,103 | $37,103 | $37,103 | |
| SEE ATTACHED - ACCT 0048 | P | 2014-04-16 | 2015-01-15 | $212,405 | $215,704 | -$3,299 | -$3,299 |
| SEE ATTACHED - ACCT 0048 | P | 2000-08-02 | 2015-02-10 | $916,456 | $734,123 | $182,333 | $182,333 |
| SEE ATTACHED - ACCT 0048 | P | 2000-08-02 | 2015-02-10 | $621 | $621 | $621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $479,314 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25,345 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $683,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,306,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $230,454 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,475,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020082 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,825,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $566,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,882,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $897,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,698,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103154 | DistributionYr5Rt |
| Total Distribution | 0.263516 | TotalDistributionRt |
| Average Distribution | 0.052703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,638,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $718,780 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,446 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $726,226 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $505,820 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,892 | SubtotalAmt |
| Tax Based On Investment Income | $14,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,801 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,801 | TotalPaymentsAndCreditsAmt |
| Tax Due | $12,091 | 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 | 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 | 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 | 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 | 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 (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 | $13,777,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,141 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,846,012 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,846,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $207,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,638,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $681,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $681,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,892 | TotalTaxAmt |
| Distributable Before Adj | $667,024 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $667,024 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $667,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,820 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $505,820 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $505,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $667,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $394,410 | UndistributedIncomePYAmt |
| Qualifying Distributions | $505,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $394,410 | AppliedToYear1Amt |
| Applied To Current Year | $111,410 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $555,614 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 322 8TH AVE | 7TH FLOOR | NEW YORK | NY | 10001 | CHARITABLE | $2,750 | |
| ARTS & REC FOUNDATION OF OP | |||||||
| PO BOX 26147 | SHAWNEE MISSION | KS | 66225 | CHARITABLE | $17,750 | ||
| BLUE VALLEY EDUCATION FOUNDATION | |||||||
| 15020 METCALF AVE | OVERLAND PARK | KS | 66223 | CHARITABLE | $4,500 | ||
| BOYS & GIRLS CLUB | |||||||
| 6301 ROCKHILL RD 303 | KANSAS CITY | MO | 64131 | CHARITABLE | $12,200 | ||
| CAMPS FOR KIDS | |||||||
| 4727 LOGAN AVE | KANSAS CITY | MO | 64136 | CHARITABLE | $1,000 | ||
| GIVING THE BASICS | |||||||
| 3150 MERCIER 270-D2 | KANSAS CITY | MO | 64111 | CHARITABLE | $1,000 | ||
| HAPPY BOTTOMS | |||||||
| 1941 CENTRAL ST | KANSAS CITY | MO | 64108 | CHARITABLE | $5,000 | ||
| REACH OUT & READ | |||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | CHARITABLE | $500 | C/O KU ENDOWMENT | |
| HEART TO HEART INTERNATIONAL | |||||||
| 13250 W 98TH ST | LENEXA | KS | 66215 | CHARITABLE | $40,000 | ||
| JAZZ IN THE WOODS | |||||||
| 9401 INDIAN CREEK PKWY | OVERLAND PARK | KS | 66210 | CHARITABLE | $4,000 | ||
| JOHNSON COUNTY LIBRARY FOUNDATION | |||||||
| 9875 W 87TH ST | OVERLAND PARK | KS | 66212 | CHARITABLE | $5,650 | ||
| JOHNSON COUNTY MUSEUM FOUNDATION | |||||||
| 6305 LACKMAN RD | SHAWNEE MISSION | KS | 66217 | CHARITABLE | $1,000 | ||
| JUNIOR ACHIEVEMENT | |||||||
| 4049 PENNSYLVANIA AVE 150 | KANSAS CITY | MO | 64111 | CHARITABLE | $3,500 | ||
| JUVENILE DIABETES RESEARCH FDTN | |||||||
| 920 MAIN ST 280 | KANSAS CITY | MO | 64105 | CHARITABLE | $3,020 | ||
| KEYS 44 KIDS | |||||||
| 1326B GRAND AVE | ST PAUL | MN | 55105 | CHARITABLE | $2,500 | ||
| KU ENDOWMENT | |||||||
| 3901 RAINBOW | KANSAS CITY | KS | 66160 | CHARITABLE | $8,500 | ||
| LEAWOOD FOUNDATION | |||||||
| 4800 TOWN CENTER DR | LEAWOOD | KS | 66211 | CHARITABLE | $5,000 | ||
| NON-PROFIT CONNECT | |||||||
| 125 E 31ST ST 100 | KANSAS CITY | MO | 64108 | CHARITABLE | $3,850 | ||
| OLATHE MEDICAL CANCER CENTER | |||||||
| 20333 W 151ST ST | OLATHE | KS | 66061 | CHARITABLE | $10,000 | ||
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST RD | KANSAS CITY | MO | 64110 | CHARITABLE | $2,500 | ||
| SCIENCE PIONEERS | |||||||
| 30 W PERSHING 410 | KANSAS CITY | MO | 64108 | CHARITABLE | $5,000 | ||
| ST LUKES FOUNDATION | |||||||
| 4225 BALTIMORE AVE | KANSAS CITY | MO | 64111 | CHARITABLE | $1,750 | ||
| UMKC | |||||||
| 202 ADMINISTRATIVE CENTER | 5115 OAK ST | KANSAS CITY | MO | 64112 | CHARITABLE | $2,500 | |
| UMKC BLOCH SCHOOL | |||||||
| 202 ADMINISTRATIVE CENTER | 5115 OAK ST | KANSAS CITY | MO | 64112 | CHARITABLE | $250,000 | |
| UNION STATION | |||||||
| 30 W PERSHING RD 400 | KANSAS CITY | MO | 64108 | CHARITABLE | $24,850 | ||
| WONDERSCOPE | |||||||
| 5700 KING | SHAWNEE | KS | 66203 | CHARITABLE | $87,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,820 | 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 | $194 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,942 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $98,167 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $479,314 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $744,617 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,617 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - SEE ATTACHED 0036 | $1,056,723 | $1,059,235 |
| FIXED INCOME - SEE ATTACHED 0048 | $966,853 | $967,524 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - SEE ATTACHED 0036 | $2,399,150 | $3,132,094 |
| EQUITIES - SEE ATTACHED 0048 | $1,890,598 | $2,453,828 |
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 | $1,547,250 | 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 | $4,731,997 |
| SHORT TERM INV - SEE ATTACHED 0048 | AT COST | $355,632 | $355,632 |
| SHORT TERM INV - SEE ATTACHED 0036 | AT COST | $94,252 | $94,252 |
| SHORT TERM INV - SEE ATTACHED 0068 | AT COST | $42 | $42 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| REPAIRS & MAINTENANCE | $4,160 |
| MISCELLANEOUS | $20 |
| PENALTIES | $2 |
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 | $23,167 | $23,167 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| BANK OF BLUE VALLEY | $500 |
| ATWOOD & PALMER | $42,078 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2013 FORM 990PF EXCISE TAX | $2,677 |
| FOREIGN TAXES | $70 |
| REAL ESTATE TAXES | $2,454 |