STRATEGY STUDIO / PUBLIC DATA EXPLORER

LANG ROGERS FAMILY FOUNDATION 1113: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LANG ROGERS FAMILY FOUNDATION 1113 (EIN 30-6176252)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201301359349101710
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T12:26:06-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1824AddressLine1
CityJoplinCity
StateMOState
ZIP Code648021824ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN306176252EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LANG ROGERS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% TIMOTHY L ROGERSInCareOfName
Name ControlLANGNameControl
Phone9137105189Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line110514 BALLENTINE STAddressLine1
Address Line2SuiteAddressLine2
CityOVERLAND PARKCity
StateKSState
ZIP Code662143047ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTIMOTHY LANG ROGERSName
TitleTRUSTEETitle
Phone9137105189Phone
Date Signed2013-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMike GrayName
Phone4176241065Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY878355FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss604352ContriReceivedRevAndExpnss
Dividends Rev And Expnss13084DividendsRevAndExpnss
Dividends Net Invst Incm13084DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss6401NetGainSaleAssetsRevAndExpnss
Gross Sales Price6878GrossSalesPrice
Capital Gain Net Incm Net Invst Incm6401CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses623837TotalRevenueAndExpenses
Total Net Investment Income19485TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1655AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1655AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss75TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss1730TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1655TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss7230TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps7155TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses616607ExcessOfRevenueOverExpenses
Net Investment Income19485NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY489CashBOY
Cash EOY111762CashEOY
Cash EOYFMV111762CashEOYFMV
Investments Corp Stock BOY3646InvestmentsCorpStockBOY
Investments Corp Stock EOY14575InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV264045InvestmentsCorpStockEOYFMV
Investments Corp Bonds EOY501055InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV502548InvestmentsCorpBondsEOYFMV
Other Assets BOY95682OtherAssetsBOY
Other Assets EOY92892OtherAssetsEOY
Total Assets BOY99817TotalAssetsBOY
Total Assets EOY720284TotalAssetsEOY
Total Assets EOYFMV878355TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY99817CapitalStockBOY
Capital Stock EOY720284CapitalStockEOY
Total Net Assets BOY99817TotalNetAssetsBOY
Total Net Assets EOY720284TotalNetAssetsEOY
Total Liabilities Net Assets BOY99817TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY720284TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY99817TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses616607ExcessOfRevenueOverExpenses
Other Increases10380OtherIncreases
Subtotal726804Subtotal
Other Decreases6520OtherDecreases
Total Net Assets Fund Balances EOY720284TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset145 SHRS UMB FINANCIAL CORP COMDescriptionOfAsset
How AcquiredDHowAcquired
Date Sold2012-05-09DateSold
Gross Sales Price6878GrossSalesPrice
Cost Or Other Basis477CostOrOtherBasis
Gain Or Loss6401GainOrLoss
Gains Minus Excess Or Losses6401GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income6401CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year15280QualifyingDistributionsYear1
Noncharitable Assets Year1110391NoncharitableAssetsYear1
Distribution Ratio Year10.04783DistributionRatioYear1
Qualifying Distributions Year23968QualifyingDistributionsYear2
Noncharitable Assets Year2101345NoncharitableAssetsYear2
Distribution Ratio Year20.039153DistributionRatioYear2
Qualifying Distributions Year382QualifyingDistributionsYear3
Noncharitable Assets Year398252NoncharitableAssetsYear3
Distribution Ratio Year30.000835DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year42052NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Total Distribution Ratio0.087818TotalDistributionRatio
Average Distribution Ratio0.021955AverageDistributionRatio
Net Noncharitable Assets721674NetNoncharitableAssets
Adjusted Noncharitable Assets15844AdjustedNoncharitableAssets
One Percent Net Investment Income195OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16039AdjNonchrtblAssetsAndOnePct
Qualifying Distributions7155QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax390InvestmentIncomeExciseTax
Subtotal390Subtotal
Tax Based On Investment Income390TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due390TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithKSStatesFiledWith
States Filed WithMOStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY L ROGERSBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9137105189BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line110514 BALLENTINE STAddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code662143047ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameTIMOTHY L ROGERSPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line110514 BALLENTINE STAddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code662143047ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0AvgHoursPerWkDevotedToPosition
Compensation0Compensation
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities436052AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances296612AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets732664TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets732664AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable10990CashDeemedCharitable
Net Noncharitable Assets721674NetNoncharitableAssets
Minimum Investment Return36084MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return36084MinimumInvestmentReturn
Tax Based On Investment Income390TaxBasedOnInvestmentIncome
Total Tax390TotalTax
Distributable Amount Before Adj35694DistributableAmountBeforeAdj
Distributable Amount Before Ded35694DistributableAmountBeforeDed
Distributable Amount As Adjusted35694DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions7155ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions7155QualifyingDistributions
Adj Qualifying Distributions7155AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted35694DistributableAmountAsAdjusted
Undistributed Income Prior Year5235UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Excess Distri Carryover Year10ExcessDistriCarryoverYear1
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions7155QualifyingDistributions
Applied To Year15235AppliedToYear1
Applied To Current Year1920AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Undistributed Income CY33774UndistributedIncomeCY
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear
Excess From Current Year0ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
GRACE EPISCOPAL CHURCH
820 HOWARDCARTHAGEMO64836EXEMPTTO PROVIDE FUNDS TO THE GRACE CHURCH SO THAT THEY MAY FURTHER THEIR EXEMPT PURPOSE.$1,500
WAYSIDE WAIFS
3901 E MARTHA TRUMAN RDKANSAS CITYMO64137EXEMPTGRANT BENEFIT$1,000
GREAT PLAINS SPCA
5424 ANTIOCH DRMERRIAMKS66203EXEMPTGRANT BENEFIT$1,000
LINDEN HALL
212 E MAIN STLITITZPA17543EXEMPTGRANT BENEFIT$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$13,084ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$6,401ExclusionAmount
FieldValueIRS element (for citing)
Gain Sales Assets Oth Than InvntryGainSalesAssetsOthThanInvntry
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$19,485ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA19485TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRUTH S ROGERSContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line110514 BALLENTINE STAddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code662143047ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions604302AggregateContributions
Person Contribution TypeXPersonContributionType

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondPIONEER MULTI ASSET ULTRASPORTNameOfBond
EOY Book Value501055EOYBookValue
EOYFMV502548EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
5993 SH GEN ELEC COMMON STOCK4195125793
3155 SH UMB FINANCIAL CORP10380138252

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValue
GE STOCK BASIS
EXCESS FMV > COST9568292892

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescriptionAmountAmount
PRIOR YEAR ADJUSTMENT TO GE STOCK BASIS$2,241
PRIOR YEAR ADJUSTMENT$4,279

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionPRIOR YEAR COST OF UMB STOCKDescription
Amount$10,380Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameRUTH S ROGERSPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line110514 BALLENTINE STAddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code662143047ZIPCode