FREDERICK & CONSTANCE DESIEGH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK & CONSTANCE DESIEGH FOUNDATION (EIN 43-6765841)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-17
- IRS object ID
- 202503519349100700
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-17T03:01:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | 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 | 436765841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK CONSTANCE DESIEGHARDT 1000000301 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESI | BusinessNameControlTxt |
| Phone | 9135219200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10975 GRANDVIEW DR STE 502 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD LAYTHAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9135219200 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,256,568 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $22,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,141 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $100,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,197 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,190 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,595 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,595 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $892 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,744 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $801,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $788,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,188,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $814,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $855,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,256,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $814,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $855,755 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $814,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $855,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $814,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $855,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $814,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $855,812 | SubtotalAmt |
| Other Decreases | $57 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $855,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. UMB STATEMENT | 2024-01-01 | 2024-12-31 | $1,000 | $415 | $585 | $585 | |
| 1. UMB STATEMENT | 2021-01-01 | 2024-12-31 | $287,298 | $217,112 | $70,186 | $70,186 | |
| CAPITAL GAIN DIVIDENDS | $7,370 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,370 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $484 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,393 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,877 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $49 | EsPenaltyAmt |
| Overpayment | $506 | OverpaymentAmt |
| Applied To ES Tax | $506 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSURED TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9135219200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10975 GRANDVIEW DR STE 502 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,190 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,215,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,236,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,236,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,218,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,322 | TotalTaxAmt |
| Distributable Before Adj | $59,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,973 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,868 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $54,474 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK CONSTANCE DESIEGHARDT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK DESIEGHARDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9705 MONROVIA 317 | AddressLine1Txt |
| City | LENEXA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | NOT DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WESTPORT PRESBYTERIAN CHURCH | |||||||
| 201 WESTPORT RD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING | $5,000 |
| RANDOM ACTSORG | |||||||
| 1920 HILLHURST AVE 170 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING | $5,000 |
| KC CARE HEALTH CENTER | |||||||
| 3515 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING | $2,000 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING | $3,000 |
| PET RESOURCE CENTER OF KANSAS CITY | |||||||
| 1116 E 59TH ST | KANSAS CITY | MO | 64100 | NONE | PC | GENERAL OPERATING | $2,000 |
| CHABAD UNIVERSITY OF DELAWARE | |||||||
| 1811 SILVERSIDE RD | WILMINGTON | DE | 19810 | NONE | PC | REBUILDING FUND | $5,400 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL DONATION | $1,468 |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATION | $2,000 |
| MOCSA | |||||||
| 3100 BROADWAY BLVD STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATION | $2,000 |
| FOUNDATION FOR BARNES JEWISH HOSPITAL | |||||||
| 1001 HIGHLAND PLAZA DRIVE WEST ST | ST LOUIS | MO | 63110 | NONE | PC | LUNG TRANSPLANT PROGRAM | $2,000 |
| HOPE HOUSE | |||||||
| 702 EIGHTH ST NW | WASHINGTON | DC | 20068 | NONE | PC | GENERAL OPERATING | $2,000 |
| ALPHA -1 FOUNDATION | |||||||
| 3300 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL OPERATING | $3,000 |
| CAL FARLEY BOYS RANCH | |||||||
| 8 JULIAN BIVINS | BOYS RANCH | TX | 79010 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| LUCKY 13 RESCUE | |||||||
| 119 W GREGORY BLVD 7907 | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL OPERATION | $2,000 |
| FURBALL FARM CAT SANCTUARY | |||||||
| 3405 220TH STREET EAST | FARIBAULT | MN | 55021 | NONE | PC | GENERAL OPERATING | $2,000 |
| POWER TO THE PATIENTORG | |||||||
| 1077 N PENNSYLVANIA AVE | WINTER PARK | FL | 327892410 | NONE | PC | GENERAL OPERATION | $2,000 |
| BIPOC FOODWAYS ALLIANCE | |||||||
| 1956 EAST RIVER TER | MINNEAPOLIS | MN | 55414 | NONE | PC | GENERAL OPERATION | $2,000 |
| INTERNATIONAL MEDICAL CORP | |||||||
| 2000 M ST NW STE 600 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,868 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,222 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (79 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ECOLAB INC | AT COST | $2,248 | $2,109 |
| LINDE PLC | AT COST | $4,231 | $10,467 |
| AMAZON.COM INC | AT COST | $9,214 | $25,230 |
| HOME DEPOT INC | AT COST | $5,754 | $10,114 |
| MARRIOTT INTERNATIONAL INC | AT COST | $1,611 | $3,068 |
| MCDONALDS CORP | AT COST | $4,678 | $7,247 |
| TESLA INC | AT COST | $6,848 | $14,538 |
| TJX COS INC | AT COST | $5,590 | $5,678 |
| COSTCO WHOLESALE CORP | AT COST | $2,013 | $11,912 |
| PROCTOR & GAMBLE CO | AT COST | $1,254 | $6,706 |
| WALMART INC | AT COST | $2,092 | $7,409 |
| CHEVRON CORP | AT COST | $5,925 | $8,980 |
| EXXON MOBIL CORP | AT COST | $7,095 | $10,219 |
| BANK OF AMERICA CORP | AT COST | $5,912 | $9,757 |
| BERKSHIRE HATHAWAY INC | AT COST | $8,369 | $9,972 |
| BLACKROCK INC | AT COST | $5,566 | $9,226 |
| CME GROUP INC | AT COST | $5,143 | $5,574 |
| JPMORGAN CHASE & CO | AT COST | $8,423 | $23,252 |
| MASTERCARD INC | AT COST | $2,711 | $8,425 |
| REGIONS FINANCIAL CORP | AT COST | $5,214 | $6,374 |
| SEI INVESTMENTS CO | AT COST | $3,071 | $3,052 |
| TRAVELERS COS INC | AT COST | $5,632 | $9,636 |
| VISA INC | AT COST | $5,829 | $7,585 |
| ABBOTT LABORATORIES | AT COST | $4,599 | $6,673 |
| ABBVIE INC | AT COST | $1,297 | $2,488 |
| DANAHER CORP | AT COST | $6,319 | $5,968 |
| ELI LILLY & CO | AT COST | $5,390 | $11,580 |
| GILEAD SCIENCES INC | AT COST | $3,361 | $3,602 |
| INTUITIVE SURGICAL INC | AT COST | $2,895 | $3,132 |
| JOHNSON & JOHNSON | AT COST | $5,388 | $10,557 |
| UNITEDHEALTH GROUP INC | AT COST | $1,547 | $5,564 |
| ZOETIS INC | AT COST | $5,122 | $4,888 |
| AUTOMATIC DATA PROCESSING INC | AT COST | $2,095 | $2,635 |
| COPART INC | AT COST | $6,040 | $6,428 |
| EATON CORP LLC | AT COST | $2,321 | $9,292 |
| FASTENAL CO | AT COST | $2,864 | $2,517 |
| HONEYWELL INTERNATIONAL INC | AT COST | $4,267 | $5,647 |
| ILLINOIS TOOL WORKS INC | AT COST | $2,931 | $2,789 |
| PARKER HANNIFIN CORP | AT COST | $5,629 | $9,540 |
| PAYCHEX INC | AT COST | $2,318 | $2,664 |
| UNION PACIFIC CORP | AT COST | $2,935 | $4,333 |
| COSTAR GROUP INC | AT COST | $2,794 | $2,649 |
| PROLOGIS INC | AT COST | $4,160 | $3,594 |
| PUBLIC STORAAGE | AT COST | $2,956 | $2,695 |
| WELLTOWER INC | AT COST | $4,033 | $5,923 |
| ACCENTURE PLC | AT COST | $2,532 | $5,277 |
| AMPHENOL CORP | AT COST | $4,916 | $8,612 |
| APPLE INC | AT COST | $13,008 | $48,832 |
| APPLIED MATERIALS INC | AT COST | $2,400 | $2,114 |
| AUTODESK INC | AT COST | $2,768 | $2,660 |
| BROADCOM INC | AT COST | $2,406 | $21,097 |
| INTUIT INC | AT COST | $498 | $2,514 |
| MICROSOFT CORP | AT COST | $3,919 | $38,778 |
| NVIDIA CORP | AT COST | $13,018 | $37,601 |
| ORACLE CORP | AT COST | $7,534 | $7,166 |
| PALO ALTO NETWORKS INC | AT COST | $3,416 | $5,095 |
| SALESFORCE INC | AT COST | $2,254 | $3,678 |
| TEXAS INSTRUMENTS INC | AT COST | $2,110 | $4,875 |
| ALPHABET INC | AT COST | $10,169 | $27,449 |
| COMCAST CORP | AT COST | $4,236 | $3,903 |
| META PLATFORMS INC | AT COST | $8,715 | $16,980 |
| NETFLIX INC | AT COST | $2,457 | $4,457 |
| CONSTELLATION ENERGY CORP | AT COST | $3,040 | $2,685 |
| DUKE ENERGY CORP | AT COST | $1,070 | $2,586 |
| NEXTERA ENERGY INC | AT COST | $3,199 | $7,026 |
| ISHARES CORE S&P 500 ETF | AT COST | $15,753 | $44,740 |
| VANGUARD INSTITUTIONAL INDEX F | AT COST | $41,329 | $75,375 |
| FIDELITY MID CAP INDEX FUND | AT COST | $51,009 | $57,481 |
| INVESCO S&P MIDCAP QUALITY ETF | AT COST | $21,053 | $19,103 |
| MFS BLENDED RESEARCH MID CAP E | AT COST | $42,070 | $35,312 |
| TRIBUTARY SMALL COMPANY FUND | AT COST | $46,597 | $53,098 |
| VANGUARD SMALL CAP INDEX FUND | AT COST | $19,339 | $24,270 |
| MFS INSTITUTIONAL TRUST EQUITY | AT COST | $77,395 | $90,859 |
| VANGUARD DEVELOPED MARKETS IND | AT COST | $68,441 | $89,886 |
| SEAFARER OVERSEAS GROWTH & INC | AT COST | $35,776 | $34,709 |
| ISHARES INTERMEDIATE GOVERNMEN | AT COST | $14,684 | $14,801 |
| BAIRD INTERMEDIATE BOND FUND | AT COST | $36,547 | $36,324 |
| DODGE & COX INCOME FUND | AT COST | $18,119 | $17,883 |
| PGIM HIGH YIELD FUND | AT COST | $10,545 | $9,914 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $57 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $10 | $0 | $10 |
| OTHER NON-ALLOCABLE EXPENSE - | $2 | $2 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $408 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $484 | $0 | $0 |