G KENNETH AND ANN BAUM PHILANTHROPIC FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- G KENNETH AND ANN BAUM PHILANTHROPIC FUND (EIN 46-4198523)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349103651
- Schema version
- 2024v5.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:14:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464198523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G KENNETH AND ANN BAUM PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GKEN | BusinessNameControlTxt |
| Phone | 8164741100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 WEST 175TH STREET | AddressLine1Txt |
| City | STILWELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN K BAUM | PersonNm |
| Person Title | CLASS A TRUSTEE | PersonTitleTxt |
| Phone | 8164741100 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE M KIRK | PreparerPersonNm |
| PTIN | P01336551 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,383,584 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $89 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $792,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $792,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,457,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,517,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,457,385 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,249,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,249,669 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $290,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $290,850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,238 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $253,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $604,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $294,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,066,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,066,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,670,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,360,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$420,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,985,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,498,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $676,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $676,947 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,904,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,313,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,627,943 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $97,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $82,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $78,694 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,499,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,072,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,383,584 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,499,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,072,787 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,499,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,072,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,499,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,072,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,499,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$420,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,079,065 | SubtotalAmt |
| Other Decreases | $6,278 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,072,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NFS #645-774317 | 2024-12-31 | $8,681 | $9,306 | -$625 | -$625 |
| NFS #645-774318 | 2024-12-31 | $424,002 | $308,151 | $115,851 | $115,851 |
| NFS #645-774320 | 2024-12-31 | $219,598 | $197,564 | $22,034 | $22,034 |
| NFS #645-774321 | 2024-12-31 | $32,876 | $38,596 | -$5,720 | -$5,720 |
| NFS #645-774322 | 2024-12-31 | $699,990 | $519,422 | $180,568 | $180,568 |
| NFS #636-975565 | 2024-12-31 | $294,472 | $259,487 | $34,985 | $34,985 |
| NFS #645-774317 | 2024-12-31 | $177,380 | $155,105 | $22,275 | $22,275 |
| NFS #645-774318 | 2024-12-31 | $1,554,166 | $572,767 | $981,399 | $981,399 |
| NFS #645-774320 | 2024-12-31 | $200,397 | $174,862 | $25,535 | $25,535 |
| NFS #645-774321 | 2024-12-31 | $190,365 | $124,872 | $65,493 | $65,493 |
| NFS #645-774322 | 2024-12-31 | $1,371,092 | $1,608,895 | -$237,803 | -$237,803 |
| NFS #636-975565 | 2024-12-31 | $263,440 | $91,039 | $172,401 | $172,401 |
| NFS #645-774321 CAP GAIN DISTR | 2024-12-31 | $252 | $252 | $252 | |
| NFS #645-774322 CAP GAIN DISTR | 2024-12-31 | $80,740 | $80,740 | $80,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,457,385 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,594 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,981 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,981 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,387 | OverpaymentAmt |
| Applied To ES Tax | $38,387 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREATER KC COMMUNITY FDN | IndividualWithBooksNm |
| Phone | 8168420944 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY STE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ANN KAUFMANN BAUM | ||||||||
| 4801 MAIN STREET 500 | KANSAS CITY | MO | 64112 | CLASS A TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 4801 MAIN STREET 500 | KANSAS CITY | MO | 64112 | CLASS B TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANICE C KREAMER | ||||||||
| 4801 MAIN STREET 500 | KANSAS CITY | MO | 64112 | CLASS B TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,797,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,381,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $91,774 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,269,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,269,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $454,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,815,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,490,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,490,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,594 | TotalTaxAmt |
| Distributable Before Adj | $1,463,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,463,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,463,200 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,360,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,360,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,463,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $673,416 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,737,299 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $576,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $785,050 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,772,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,360,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,463,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $897,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,669,792 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $673,416 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,996,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,737,299 | ExcessFromYear3Amt |
| Excess From Year2 | $576,337 | ExcessFromYear2Amt |
| Excess From Year1 | $785,050 | ExcessFromYear1Amt |
| Excess From Current Year | $897,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | 501 (C)(3) | GENERAL SUPPORT | $250 | |
| ACLU FOUNDATION OF KANSAS | ||||||||
| PO BOX 917 | MISSION | KS | 66201 | NONE | 501 (C)(3) | PREVENTION OF THREAT TO CONSTITUTIONAL LIBERTIES | $47,500 | |
| AMERICAN FOUNDATION FOR SUICIDE | ||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | 501 (C)(3) | HUMAN SERVICES | $1,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| P O BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | 501 (C)(3) | SUPPORT THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL | $10,000 | |
| AMERICAN PUBLIC SQUARE | ||||||||
| 300 E 39TH STREET 2S | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | PROMOTE CIVIL PUBLIC DISCOURSE | $5,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | 501 (C)(3) | TO STOP THE DEFAMATION OF THE JEWISH PEOPLE. | $1,100 | |
| ARNOLD GOLD FOUNDATION INC | ||||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | 501 (C)(3) | HEALTH CARE | $2,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C)(3) | SUPPORT BIRTHRIGHT ISRAEL | $2,500 | |
| BLUEDOT IMPACT FUND | ||||||||
| 182 HOWARD STREET 225 | SAN FRANCISCO | CA | 94105 | NONE | 501 (C)(3) | TO SUPPORT DEVELOPMENT OF AI | $25,000 | |
| BREAKTHROUGH T1D | ||||||||
| 215 W PERSHING RD 300 | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | TO HELP DIABETES RESEARCH | $2,500 | |
| CARLETON COLLEGE | ||||||||
| ONE N COLLEGE ST | NORTHFIELD | MN | 55057 | NONE | 501 (C)(3) | EDUCATIONAL | $237,500 | |
| CHABAD OF MARTHA'S VINEYARD | ||||||||
| 83 CAUSEWAY RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | RELIGIOUS | $3,000 | |
| CHARLOTTE STREET FOUNDATION | ||||||||
| 3333 WYOMING ST | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | SUPPORT AND ADVOCATE FOR LOCAL ARTISTS | $5,000 | |
| DEEP ROOTS KC | ||||||||
| PO BOX 32131 | KANSAS CITY | MO | 64171 | NONE | 501 (C)(3) | INCREASING NATIVE PLANT LANDSCAPES | $1,000 | |
| DOCTORS WITHOUT BOARDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501 (C)(3) | TO SUPPORT DOCTORS | $100 | |
| EARLYSTART | ||||||||
| 2008 E 12TH STREET | KANSAS CITY | MO | 64127 | NONE | 501 (C)(3) | HUMAN SERVICES | $5,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| P O BOX 98051 | WASHINGTON | DC | 20090 | NONE | 501 (C)(3) | SUPPORT THE FIGHT AGAINST CLIMATE CHANGE | $65 | |
| FOLLY THEATER | ||||||||
| 1020 CENTRAL ST STE 200 | KANSAS CITY | MO | 64105 | NONE | 501 (C)(3) | SUPPORT THE THREATER | $2,500 | |
| FRIENDS OF CHILMARK PRESCHOOL | ||||||||
| 8 STATE RD | CHILMARK | MA | 02535 | NONE | 501 (C)(3) | EDUCATION | $5,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | 501 (C)(3) | COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $45,000 | |
| HARRIMAN-JEWELL SERIES | ||||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $5,650 | |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | 501 (C)(3) | FOOD, AGRICULTURE & NUTRITION | $50,000 | |
| HOLOCAUST CENTER OF PITTSBURGH | ||||||||
| 107 WOODLAND ROAD | PITTSBURGH | PA | 15232 | NONE | 501 (C)(3) | HORROR OF THE HOLOCAUST AND ANTISEMITISM WITH INJUSTICES | $50,000 | |
| HYMAN BRAND HEBREW ACADEMY | ||||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | EDUCATIONAL | $15,000 | |
| INSTITUTE FOR JEWISH SPIRITUALITY | ||||||||
| 121 W 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | CIVIL AND HUMAN RIGHTS | $1,000 | |
| ISLAND EATS MV INC | ||||||||
| 20 HENRY HOUGH LN | CHILMARK | MA | 02535 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $10,000 | |
| ISLAND GROWN INITIATIVE | ||||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $1,000 | |
| ISLAND HOUSING TRUST | ||||||||
| 346 STATE RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | HOUSING PRESERVATION | $10,000 | |
| JDC | ||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | 501 (C)(3) | RELIGIOUS | $10,000 | |
| JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE JCRBAJC | ||||||||
| 5801 W 115TH ST 203 | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | CIVIL AND HUMAN RIGHTS | $5,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | HUMAN SERVICES | $61,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 WEST 115 STREET | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | PHILANTHROPY, VOLUNTEERISM & GRANTMAKING FOUNDATION | $105,186 | |
| JOHNSON COUNTY LIBRARY | ||||||||
| 5120 CEDAR ST | ROELAND PARK | KS | 66205 | NONE | 501 (C)(3) | EDUCATIONAL | $15,000 | |
| KANBE'S MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $10,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BOULEVARD | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | EDUCATIONAL | $14,200 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | MAKING DANCE ACCESSIBLE TO ALL PEOPLE | $5,000 | |
| KANSAS CITY GIFT | ||||||||
| 5008 PROSPECT AVE | KANSAS CITY | MO | 64130 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $15,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY FOUNDATION | ||||||||
| 5000 EAST 7TH STREET | KANSAS CITY | MO | 64127 | NONE | 501 (C)(3) | EDUCATIONAL | $25,000 | |
| KANSAS CITY HOSPICE & PALLIATIVE CARE | ||||||||
| 1500 MEADOW LAKE PKWY 200 | KANSAS CITY | MO | 64114 | NONE | 501 (C)(3) | HUMAN SERVICES | $40,250 | |
| KANSAS CITY REPERTORY THEATER INC | ||||||||
| 4825 TROOST AVENUE SUITE 106 | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $5,500 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE SUITE 200 | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $56,000 | |
| KANSAS CITY YOUNG AUDIENCES | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC | $2,500 | |
| KAUFFMAN CENTER OF THE PERFORMING ARTS | ||||||||
| 1601 BROADWAY BLVD | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $55,000 | |
| KC UNCORNERED | ||||||||
| 300 E 39TH STREET SUITE 1G | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | SUPPORT MENTAL HEALTH | $100,400 | |
| KCPBS - PUBLIC TELEVISION 19 INC | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | PROVIDE EDUCATIONAL PROGRAMMING AND SERVICES | $5,000 | |
| KCUR 893 | ||||||||
| 4825 TROOST SUITE 202 | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | ARTS AND CULTURE | $25,000 | |
| KEMPER MUSEUM | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC` | $5,000 | |
| KU ENDOWMENT | ||||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | 501 (C)(3) | EDUCATIONAL | $250 | |
| LINDA HALL LIBRARY FOUNDATION | ||||||||
| 5109 CHERRY STREET | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | EDUCATIONAL | $1,250 | |
| LYRIC OPERA OF KANSAS CITY | ||||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $25,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES - PERMANENT ENDOWMENT | ||||||||
| 111 EDGARTOWN-VINEYARD HAVEN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | EARLY CHILDHOOD PROGRAMS | $10,000 | |
| MARTHA'S VINEYARD FILM SOCIETY | ||||||||
| 79 BEACH RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $1,000 | |
| MARTHA'S VINEYARD HEBREW CENTER | ||||||||
| P O BOX 692 | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | RELIGIOUS | $10,000 | |
| MARTHA'S VINEYARD MUSEUM | ||||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $1,000 | |
| MASS GENERAL CANCER CENTER | ||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | 501 (C)(3) | HEALTH CARE | $250 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | 501 (C)(3) | HEALTHCARE | $260,000 | |
| MEDSTAR HEALTH | ||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | NONE | 501 (C)(3) | HEALTHCARE | $1,000 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION INC | ||||||||
| 5801 W 115TH ST STE 106 | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | TO TEACH THE HISTORY OF THE HOLOCAUST | $2,500 | |
| MIDWEST INNOCENCE PROJECT | ||||||||
| 300 E 39TH STREET | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | REPRESENTING PEOPLE CONVICTED OF CRIMES THEY DID NOT COMMIT | $10,000 | |
| MISSION VISION PROJECT KC | ||||||||
| 5909 DEARBORN ST | MISSION | KS | 66202 | NONE | 501 (C)(3) | TO SUPPORT ADULTS WITH DEVELOPMENTAL DISABILITIES | $5,000 | |
| MOCSA | ||||||||
| 3100 BROADWAY BLVD 400 | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | HUMAN SERVICES | $2,500 | |
| MS SOCIETY | ||||||||
| 2000 SHAWNEE MISSION PARKWAY SUITE | MISSION WOODS | KS | 66205 | NONE | 501 (C)(3) | RAISE FUNDS FOR RESEARCH | $1,000 | 310 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 2020 W 89TH STE 100 | LEAWOOD | KS | 66206 | NONE | 501 (C)(3) | HELPS PEOPLE AFFECTED BY MULTIPLE SCLEROSIS | $300 | |
| NATIONAL PARKS CONSERVATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | 501 (C)(3) | SUPPORT THE FIGHT AGAINST CLIMATE CHANGE | $100 | |
| NATIONAL WWI MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | EDUCATIONAL | $15,000 | |
| NDRC | ||||||||
| 1152 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | 501 (C)(3) | SUPPORT THE FIGHT AGAINST CLIMATE CHANGE | $500 | |
| NELSON GALLERY FOUNDATION | ||||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $261,915 | |
| NEW REFORM TEMPLE | ||||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | NONE | 501 (C)(3) | RELIGIOUS | $58,743 | |
| NORTHEAST COMMUNITY CENTER | ||||||||
| 544 WABASH | KANSAS CITY | MO | 64124 | NONE | 501 (C)(3) | EDUCATIONAL, CULTURAL AND SOCIAL OPPORTUNITIES | $3,500 | |
| OBAMA FOUNDATION | ||||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | NONE | 501 (C)(3) | COMMUNITY IMPROVEMENT | $5,000 | |
| OBERMAYER FOUNDATION | ||||||||
| 15 GREY STONE PATH | DEDHAM | MA | 02026 | NONE | 501 (C)(3) | RELIGIOUS | $7,500 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | NONE | 501 (C)(3) | PROVIDING A SAFE, LOVING, AND EDUCATIONAL ENVIRONMENT TO CHILDREN LIVING IN POVERTY | $12,100 | |
| PAWSPERITY | ||||||||
| 5805 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | TO SUPPORT DOG GROOMING AND DAY CARE | $20,000 | |
| PEACE CORPS FOUNDATION | ||||||||
| 1275 FIRST STREET NE | WASHINGTON | DC | 20526 | NONE | 501 (C)(3) | TO SUPPORT EDUCATION, HEALTH, AGRICULTURE AND ECONOMIC DEVELOPMENT | $5,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | 501 (C)(3) | EDUCATIONAL | $26,000 | |
| PLANNED PARENTHOOD OF KANSAS & MID MISSOURI | ||||||||
| 4401 W 109TH STREET 200 | OVERLAND PARK | KS | 66211 | NONE | 501 (C)(3) | HEALTH CARE | $10,000 | |
| POLLY HILL ARBORETUM | ||||||||
| P O BOX 561 | WEST TISBURY | MA | 02575 | NONE | 501 (C)(3) | ENVIRONMENT | $100 | |
| POWELL GARDENS LLC | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | 501 (C)(3) | ENVIRONMENT | $1,000 | |
| READING IS FUNDAMENTAL | ||||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | NONE | 501 (C)(3) | EDUCATIONAL | $1,000 | |
| SAINT LUKE'S FOUNDATION | ||||||||
| 901 E 104TH ST MAIL STOP 100 S | KANSAS CITY | MO | 64131 | NONE | 501 (C)(3) | HEALTHCARE | $25,000 | |
| SEVENDAYS | ||||||||
| 8500 SHAWNEE MISSION PKWY SUITE L26 | MERRIAM | KS | 66202 | NONE | 501 (C)(3) | TO FUND VARIOUS PROGRAM ACTIVITIES | $10,000 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| 57 DAVID AVE | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | CONSERVATION | $15,000 | |
| TEMPLE B'NAI JESHURUN | ||||||||
| 5101 GRAND AVE | DES MOINES | IA | 50312 | NONE | 501 (C)(3) | RELIGIOUS | $11,258 | |
| TEMPLE TIFERETH ISRAEL | ||||||||
| 924 POLK BLVD | DES MOINES | IA | 50312 | NONE | 501 (C)(3) | RELIGIOUS | $400 | |
| THE AMERICAN INDEPENDENT | ||||||||
| 800 MAINE AVE SW STE 500 | WASHINGTON | DC | 20024 | NONE | 501 (C)(3) | TO SUPPORT JOURNALISM AND ARTS | $10,000 | |
| THE ARTS ENGAGEMENT FOUNDATION OF KC | ||||||||
| 20 E GREGORY BLVD | KANSAS CITY | MO | 64114 | NONE | 501 (C)(3) | PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC | $12,500 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501 (C)(3) | ARTS, CULTURE & HUMANITIES | $1,108 | |
| TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | 501 (C)(3) | LIBRARY AND MUSEUM | $15,000 | |
| UMKC FOUNDATION | ||||||||
| 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | 501 (C)(3) | EDUCATIONAL | $41,000 | |
| UNION STATION KANSAS CITY | ||||||||
| 30 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | NONE | 501 (C)(3) | PRESERVING UNION STATION KANSAS CITY HISTORIC MONUMENT | $25,000 | |
| UNIVERSITY ACADEMY FOUNDATION | ||||||||
| 4520 MAIN SUITE 1050 | KANSAS CITY | MO | 64111 | NONE | 501 (C)(3) | EDUCATIONAL | $20,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501 (C)(3) | MUSEUM FOR EDUCATION ABOUT THE HOLOCAUST | $500 | |
| VILLAGE SHALOM INC | ||||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 66209 | NONE | 501 (C)(3) | HUMAN SERVICES | $15,000 | |
| VINEYARD CONSERVATION SOCIETY | ||||||||
| LAMBERTS COVE RD | VINEYARD HAVEN | MA | 02568 | NONE | 501 (C)(3) | PRESERVING THE ENVIRONMENT OF MARTHA'S VINEYARD THROUGH ADVOCACY, EDUCATION, AND PROTECTION OF LAND AND WATER | $250 | |
| WAR HORSES FOR VETERANS | ||||||||
| 5600 W 183RD ST | STILWELL | KS | 66085 | NONE | 501 (C)(3) | SUPPORT COMBAT VETERANS AND FIRST RESPONDERS | $1,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | 501 (C)(3) | TO SUPPORT THE PET ADOPTION CAMPUS | $1,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501 (C)(3) | TO SUPPORT THE DEVELOPMENT AND SOLUTIONS TO PROTECT COMMUNITIES AND WILDLIFE | $65 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,066,290 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $792,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,457,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,249,669 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,249,669 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUBINBROWN | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (155 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC | $6,457 | $31,421 |
| ABBOTT LABORATORIES | $65,558 | $74,766 |
| ACCENTURE PLC | $53,759 | $65,081 |
| ADOBE SYSTEMS INCORPORATED COM | $38,253 | $72,483 |
| AERCAP HOLDINGS N.V. | $120,904 | $233,508 |
| AGILYSYS INC | $4,159 | $5,268 |
| AIR PRODUCTS AND CHEMICALS INC | $134,717 | $164,453 |
| AIRBNB INC | $52,386 | $60,054 |
| ALCOA CORP COM | $104,365 | $104,991 |
| ALPHABET INC CAP STK CL C | $118,163 | $419,539 |
| ALTAIR ENGR INC COM CL A | $8,247 | $27,823 |
| ALTRIA GROUP INC | $52,901 | $80,527 |
| AMAZON.COM INC | $116,961 | $705,997 |
| AON PLC SHS CL A COM | $138,834 | $239,919 |
| APPLE INC | $114,709 | $302,007 |
| ARMSTRONG WORLD INDS INC NEW COM | $22,923 | $34,343 |
| AXALTA COATING SYSTEMS LTD COM | $18,722 | $23,270 |
| AZENTA INC COM | $19,506 | $11,500 |
| BALCHEM CORP | $11,191 | $22,819 |
| BAYER AG SPON | $193,330 | $92,666 |
| BERKSHIRE HATHAWAY INC COM | $53,501 | $169,527 |
| BLACKLINE INC COM | $13,913 | $18,228 |
| BLACKROCK INC COM | $58,942 | $170,168 |
| BROADRIDGE FINANCIAL SOLUTION INC COM | $11,904 | $28,035 |
| BRUKER CORP | $18,171 | $14,010 |
| CABLE ONE INC COM | $23,781 | $7,967 |
| CANNAE HLDGS INC COM | $17,145 | $8,063 |
| CAPITAL ONE FINANCIAL CORP COM | $68,921 | $153,712 |
| CASELLA WASTE SYSTEMS INC | $31,455 | $58,196 |
| CCC INTELLIGENT SOLUTIONS HLD COM | $35,869 | $36,117 |
| CHARTER COMMUNICATIONS INC | $55,818 | $62,727 |
| CHEVRON CORP NEW COM | $58,411 | $90,670 |
| CHURCHILL DOWNS INC | $15,530 | $35,922 |
| CINCINNATI FINANCIAL CORP COM | $31,437 | $85,214 |
| CISCO SYSTEMS INC | $47,921 | $102,771 |
| CLEARWATER ANALYTICS HLDGS INC CL A | $12,849 | $21,603 |
| COMCAST CORP | $258,767 | $249,837 |
| CONOCOPHILLIPS COM | $307,153 | $294,733 |
| CONSTRUCTION PARTNERS INC COM CL | $6,011 | $34,057 |
| COSTAR GROUP INC | $27,454 | $27,347 |
| CRANE NXT CO COM | $4,560 | $4,658 |
| CREDIT ACCEPTANCE CORP | $23,102 | $24,412 |
| CSW INDUSTRIALS INC | $14,026 | $26,460 |
| DECKERS OUTDOOR CORP | $3,851 | $34,931 |
| DESCARTES SYS GROUP INC COM | $10,273 | $42,600 |
| DIAGEO ADR EACH REPR 4 ORD | $53,984 | $65,218 |
| DIAMOND HILL SHORT DURAT SEC BOND I | $1,225,000 | $1,198,136 |
| DIGI INTERNATIONAL INC | $16,639 | $15,417 |
| DISCOVER FINANCIAL SERVICES | $35,236 | $49,371 |
| DOMINION ENERGY INC COM | $125,629 | $101,149 |
| DOUBLELINE TOTAL RETURN BOND FD CL I | $2,066,999 | $1,693,480 |
| ELEMENT SOLUTIONS INC COM | $18,566 | $17,191 |
| ELEVANCE HEALTH INC COM | $88,210 | $94,438 |
| ELI LILLY &CO | $53,612 | $60,216 |
| ENTEGRIS INC | $12,399 | $29,718 |
| ESCO TECHNOLOGIES INC | $9,735 | $19,982 |
| EXPONENT INC | $17,596 | $28,512 |
| FASTENAL COM STK | $35,293 | $93,843 |
| FEDERAL SIGNAL | $13,105 | $19,864 |
| FIDELITY NATL INFORMATION | $128,412 | $121,397 |
| FIRSTSERVICE CORP COM NPV | $11,386 | $28,963 |
| GARTNER INC | $18,568 | $27,615 |
| GENERAL ELECTRIC CO COM NEW | $22,853 | $109,534 |
| GOLDMAN SACHS | $1,710,314 | $1,816,293 |
| HANOVER INSURANCE GROUP INC | $18,265 | $23,354 |
| HELIOS TECHNOLOGIES INC COM | $11,225 | $12,722 |
| HENRY JACK &ASSOCIATES INC COM | $19,601 | $22,964 |
| HILLMAN SOLUTIONS CORP COM | $12,572 | $10,178 |
| HILTON WORLDWIDE HLDGS INC | $27,396 | $103,807 |
| HUMANA INC | $180,922 | $136,750 |
| INFINITY Q DIVRS ALPHA INSTL | $31,567 | $0 |
| INVESCO GOV'T AND AGENCY PORT INSTL | $2,000,000 | $2,000,000 |
| JOHN BEAN TECHNOLOGIES | $8,441 | $14,617 |
| JOHNSON &JOHNSON COM | $97,840 | $107,453 |
| KADANT INC | $5,258 | $5,175 |
| LAMB WESTON HLDGS INC COM | $20,648 | $21,586 |
| LANCASTER COLONY CORP | $18,189 | $25,278 |
| LEMAITRE VASCULAR INC | $5,409 | $22,114 |
| LIBERTY BROADBAND CORP COM SER C | $86,190 | $91,132 |
| LONDON STOCK EXCHANGE GROUP UNSPN | $104,234 | $112,424 |
| LOWES COMPANIES INC COM | $40,955 | $136,727 |
| MASTERCARD INCORPORATED CL A | $16,464 | $97,415 |
| MERCK &CO. INC COM | $55,002 | $102,265 |
| MERCURY SYSTEMS INC | $11,208 | $10,920 |
| MERIT MEDICAL SYSTEMS INC | $7,645 | $24,664 |
| MESA LABORATORIES INC | $16,721 | $10,550 |
| META PLATFORMS INC CLASS A COMMON STOCK | $53,865 | $298,610 |
| MICROSOFT CORP | $90,026 | $499,056 |
| MSA SAFETY INC | $11,246 | $9,946 |
| MSCI INC | $59,962 | $67,801 |
| MURPHY USA INC | $18,750 | $36,120 |
| NCINO INC COM (NCNO) | $9,320 | $8,731 |
| NEOGEN CORP | $23,642 | $12,626 |
| NESTLE ADR | $66,329 | $59,641 |
| NETFLIX INC | $40,485 | $90,023 |
| NEWMARKET CORP | $19,507 | $22,191 |
| NINTENDO CO LTD UNSP ADS EACH REP 0.25 | $107,463 | $117,903 |
| NORFOLK SOUTHN CORP COM | $74,323 | $129,789 |
| NORTHROP GRUMMAN CORP | $84,871 | $94,327 |
| NOVANTA INC COM NPV | $9,824 | $23,679 |
| NOVO NORDISK | $30,314 | $27,957 |
| ORACLE CORP | $90,925 | $98,984 |
| PAYCHEX INC COM | $37,168 | $107,689 |
| PAYCOM SOFTWARE INC COM USD0.01 | $30,573 | $34,025 |
| PAYCOR HCM INC COM | $22,591 | $14,856 |
| PHILIP MORRIS INTERNATIONAL INC | $107,543 | $156,453 |
| POST HLDGS INC COM | $15,343 | $27,013 |
| PROGRESSIVE CORP COM | $60,856 | $150,475 |
| PROSUS N.V. SPON ADR EACH REP 0.20 ORD | $137,724 | $162,302 |
| Q2 HOLDINGS INC | $15,155 | $21,237 |
| QUALYS INC COM | $21,522 | $20,893 |
| RBC BEARINGS INC | $10,731 | $25,427 |
| REPLIGEN CORP | $6,082 | $13,674 |
| REYNOLDS CONSUMER PRODS INC COM | $15,882 | $14,008 |
| SAFRAN SA UNSPON ADR EA REP 0.25 ORD | $56,956 | $100,825 |
| SAP ADR REP 1 | $111,068 | $198,938 |
| SCHWAB CHARLES CORP | $90,520 | $122,931 |
| SERVICENOW INC COM | $9,761 | $96,471 |
| SHELL PLC SPON ADS EA REP | $170,997 | $202,547 |
| SHOPIFY INC COM NPV CL A | $60,764 | $93,464 |
| SIMPSON MFG INC COM | $9,049 | $26,533 |
| SIMULATIONS PLUS INC | $16,843 | $8,925 |
| SITEONE LANDSCAPE SUPPLY INC COM | $7,536 | $17,789 |
| SPS COMM INC COM | $6,099 | $26,679 |
| SPX TECHNOLOGIES INC COM | $13,316 | $13,097 |
| STARBUCKS CORP COM | $100,347 | $100,923 |
| STEVANATO GROUP S.P.A | $21,888 | $21,027 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | $85,259 | $182,086 |
| TCW METWEST UNCONSTR BOND FUND I | $3,575,030 | $3,057,851 |
| TE CONNECTIVITY PLC COM | $99,571 | $95,790 |
| TEXAS INSTRUMENTS INC COM | $80,183 | $146,820 |
| THERMO FISHER SCIENTIFIC INC | $70,845 | $73,873 |
| TORO CO | $21,106 | $18,103 |
| TRANSCAT INC | $9,766 | $13,218 |
| TREX COMPANY INC | $17,455 | $29,131 |
| UL SOLUTIONS INC CLASS A COM | $3,694 | $4,988 |
| UNIFIRST CORP | $13,873 | $11,976 |
| UNITED PARCEL SERVICE INC | $64,364 | $75,660 |
| UNITEDHEALTH GROUP INC | $123,818 | $226,625 |
| VAIL RESORTS | $19,080 | $14,434 |
| VANGUARD DEVELOPED MRKTS INDEX INSTL | $331,233 | $418,256 |
| VANGUARD GROWTH INDEX | $2,480,588 | $3,956,602 |
| VANGUARD TOTAL STOCK MARKET INSTL | $2,611,152 | $3,688,676 |
| VERICEL CORP | $12,211 | $15,375 |
| VERTEX INC CL A | $8,167 | $16,805 |
| VISA INC | $126,381 | $236,082 |
| WATERS CORP | $19,081 | $26,711 |
| WD 40 CO COM | $8,692 | $10,921 |
| WELLS FARGO CO NEW COM | $49,605 | $113,789 |
| WHITE MTNS INS GROUP LTD COM | $21,219 | $38,901 |
| WOODWARD INC COM | $79,824 | $122,319 |
| WORKDAY INC | $263,759 | $291,832 |
| WORKIVA INC COM CL A | $13,313 | $15,330 |
| ZEBRA TECHNOLOGIES CORPORATION | $19,495 | $25,104 |
| ZOETIS INC | $71,274 | $68,268 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CROWN CASTLE INTL CORP NEW COM | AT COST | $70,204 | $62,352 |
| FIRST INDL RLTY TR INC COM | AT COST | $12,334 | $16,342 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $6,278 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $679 | $679 | $0 |
| ADVISOR FEES | $162,875 | $162,875 | $0 |
| INVESTMENT MANAGEMENT FEES | $89,943 | $89,943 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CREDO PHILANTHROPY ADVISORS LLP | $140,000 | $0 | $140,000 |
| PEYTON LANE LLC | $36,225 | $0 | $36,225 |
| CRUX KC LLC | $114,625 | $0 | $114,625 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL SECTION 511 TAX | $45,160 | $0 | $0 |
| FOREIGN TAX | $7,238 | $7,238 | $0 |