FREDERICK & CONSTANCE DESIEGH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK & CONSTANCE DESIEGH FOUNDATION (EIN 43-6765841)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349101763
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:01:10-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | ELIZABETH A BOLDT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9135219200 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,382,284 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $22,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,670 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $526 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,182 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,324 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,662 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,662 | 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 | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,012 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,860 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $467 | TaxesNetInvstIncmAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $26,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,474 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,474 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $67 | CashEOYAmt |
| Cash EOYFMV | $67 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,669 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $788,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $794,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,374,548 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $855,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,382,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $855,750 | CapitalStockBOYAmt |
| Capital Stock EOY | $802,336 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $855,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $855,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $855,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $248 | OtherIncreasesAmt |
| Subtotal | $802,336 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $802,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2493.8 UBM STATEMENT | 2024-12-03 | 2025-03-04 | $35,113 | $42,070 | -$6,957 | -$6,957 | |
| 40. UBM STATEMENT | 2022-12-08 | 2025-03-04 | $9,296 | $5,632 | $3,664 | $3,664 | |
| 1500. BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-07-22 | $1,500 | $1,500 | |||
| 6257.02 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-07-31 | $6,257 | $6,257 | |||
| 1005.74 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-08-15 | $1,006 | $1,006 | |||
| 1007.44 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-09-23 | $1,007 | $1,007 | |||
| 1006.91 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-10-15 | $1,007 | $1,007 | |||
| 1008.6 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-11-26 | $1,009 | $1,009 | |||
| 8874. BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-12-01 | $8,874 | $8,874 | |||
| 47.11 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-12-03 | $47 | $47 | |||
| 2947.29 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-07-21 | 2025-12-03 | $2,947 | $2,947 | |||
| 47.11 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-12-04 | 2025-12-05 | $47 | $47 | |||
| 1102.89 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-12-04 | 2025-12-05 | $1,103 | $1,103 | |||
| 26.75 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-12-04 | 2025-12-12 | $27 | $27 | |||
| 1012.98 BMO MONEY MARKET BMO ATC MONEY MARKET #0018 | 2025-12-04 | 2025-12-17 | $1,013 | $1,013 | |||
| 1. LPL FINANCIAL | 2025-12-03 | 2025-12-31 | $1,974 | $1,966 | $8 | $8 | |
| 1. LPL FINANCIAL | 2024-01-01 | 2025-12-31 | $8,630 | $9,079 | -$449 | -$449 | |
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,404 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $93 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ASSURED TRUST COMPANY | ||||||
| 10975 GRANDVIEW DR STE 502 | OVERLAND PARK | KS | 66210 | TRUSTEE | 1 | $12,799 |
| UMB BANK NA | ||||||
| 1010 GRAND BOULEVARD | KANSAS CITY | MO | 64106 | TRUSTEE | 1 | $2,525 |
| 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 | $1,262,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,262,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,262,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,243,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93 | TotalTaxAmt |
| Distributable Before Adj | $62,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,486 | 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 | $59,486 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,474 | 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 | $59,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,474 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,012 | 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 | $57,065 | 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
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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CHABAD UNIVERSITY OF DELAWARE | ||||||||
| 1811 SILVERSIDE RD | WILMINGTON | DE | 19810 | NONE | PC | REBUILDING FUND | $7,600 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL DONATION | $2,874 | |
| FOUNDATION FOR BARNES JEWISH HOSPITAL | ||||||||
| 1001 HIGHLAND PLAZA DRIVE WEST ST | ST LOUIS | MO | 63110 | NONE | PC | LUNG TRANSPLANT PROGRAM | $2,000 | |
| WESTPORT PRESBYTERIAN CHURCH | ||||||||
| 201 WESTPORT RD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JUST FOOD OF DOUGLAS COUNTY INC | ||||||||
| 1000 E 11TH ST | LAWRENCE | KS | 660468222 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| LAWRENCE HUMANE SOCIETY | ||||||||
| 1805 E 19TH ST | LAWRENCE | KS | 660465413 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| ELIZABETH BALLARD COMMUNITY CENTER | ||||||||
| 708 ELM STREET | LAWRENCE | KS | 660445434 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| LAWRENCE HABITAT FOR HUMANITY INC | ||||||||
| 2108 W 27TH ST STE C | LAWRENCE | KS | 660473168 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| LAWRENCE INTERDENOMINATIONAL | ||||||||
| 221 W 10TH ST | LAWRENCE | KS | 66044 | NONE | PC | GENERAL PURPOSE | $4,000 | NUTRITION KITCHEN(LINK) |
| ALPHA -1 FOUNDATION | ||||||||
| 3300 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL OPERATING | $3,000 | |
| HOMELESS RESOURCE CENTER INC | ||||||||
| 944 KENTUCKY ST | LAWRENCE | KS | 66044 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| BRECKENRIDGE OUTDOOR EDUCATION CENTER | ||||||||
| 524 WELLINGTON RD | BRECKENRIDGE | CO | 80424 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,474 | 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 | $22,512 | 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 | $1,670 | 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 | $24,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,708 | 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 | $700 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (83 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ECOLAB INC | AT COST | $2,248 | $2,363 |
| LINDE PLC | AT COST | $4,231 | $10,660 |
| AMAZON.COM INC | AT COST | $9,214 | $26,544 |
| HOME DEPOT INC | AT COST | $5,754 | $8,947 |
| MARRIOTT INTERNATIONAL INC | AT COST | $1,611 | $3,413 |
| MCDONALDS CORP | AT COST | $4,678 | $7,641 |
| TESLA INC | AT COST | $6,848 | $16,190 |
| TJX COS INC | AT COST | $5,590 | $7,220 |
| COSTCO WHOLESALE CORP | AT COST | $2,013 | $11,210 |
| PROCTOR & GAMBLE CO | AT COST | $1,254 | $5,732 |
| WALMART INC | AT COST | $2,092 | $9,136 |
| CHEVRON CORP | AT COST | $5,925 | $9,449 |
| EXXON MOBIL CORP | AT COST | $7,095 | $11,432 |
| BANK OF AMERICA CORP | AT COST | $5,912 | $12,210 |
| BERKSHIRE HATHAWAY INC | AT COST | $8,369 | $11,058 |
| BLACKROCK INC | AT COST | $5,566 | $9,633 |
| CME GROUP INC | AT COST | $5,143 | $6,554 |
| JPMORGAN CHASE & CO | AT COST | $8,423 | $31,255 |
| MASTERCARD INC | AT COST | $2,711 | $9,134 |
| REGIONS FINANCIAL CORP | AT COST | $5,214 | $7,344 |
| SEI INVESTMENTS CO | AT COST | $3,071 | $3,035 |
| TRAVELERS COS INC | |||
| VISA INC | AT COST | $5,829 | $8,417 |
| ABBOTT LABORATORIES | AT COST | $4,599 | $7,392 |
| ABBVIE INC | AT COST | $1,297 | $3,199 |
| DANAHER CORP | AT COST | $6,319 | $5,952 |
| ELI LILLY & CO | AT COST | $5,390 | $16,120 |
| GILEAD SCIENCES INC | AT COST | $3,361 | $4,787 |
| INTUITIVE SURGICAL INC | AT COST | $2,895 | $3,398 |
| JOHNSON & JOHNSON | AT COST | $5,388 | $15,107 |
| UNITEDHEALTH GROUP INC | AT COST | $1,547 | $3,631 |
| ZOETIS INC | AT COST | $5,122 | $3,775 |
| AUTOMATIC DATA PROCESSING INC | AT COST | $2,095 | $2,315 |
| COPART INC | AT COST | $6,040 | $4,385 |
| EATON CORP LLC | AT COST | $2,321 | $8,918 |
| FASTENAL CO | AT COST | $2,864 | $2,809 |
| HONEYWELL INTERNATIONAL INC | AT COST | $4,016 | $4,877 |
| ILLINOIS TOOL WORKS INC | AT COST | $2,931 | $2,709 |
| PARKER HANNIFIN CORP | AT COST | $5,629 | $13,184 |
| PAYCHEX INC | AT COST | $2,318 | $2,131 |
| UNION PACIFIC CORP | AT COST | $2,935 | $4,395 |
| COSTAR GROUP INC | AT COST | $2,794 | $2,488 |
| PROLOGIS INC | AT COST | $4,160 | $4,340 |
| PUBLIC STORAAGE | AT COST | $2,956 | $2,336 |
| WELLTOWER INC | AT COST | $4,040 | $8,724 |
| ACCENTURE PLC | AT COST | $2,532 | $4,025 |
| AMPHENOL CORP | AT COST | $4,916 | $16,757 |
| APPLE INC | AT COST | $13,008 | $53,013 |
| APPLIED MATERIALS INC | AT COST | $2,400 | $3,341 |
| AUTODESK INC | AT COST | $2,768 | $2,664 |
| BROADCOM INC | AT COST | $2,406 | $31,495 |
| INTUIT INC | AT COST | $498 | $2,650 |
| MICROSOFT CORP | AT COST | $3,919 | $44,493 |
| NVIDIA CORP | AT COST | $13,018 | $52,220 |
| ORACLE CORP | AT COST | $7,534 | $8,381 |
| PALO ALTO NETWORKS INC | AT COST | $3,416 | $5,158 |
| SALESFORCE INC | AT COST | $2,254 | $2,914 |
| TEXAS INSTRUMENTS INC | AT COST | $2,110 | $4,511 |
| ALPHABET INC | AT COST | $10,169 | $45,385 |
| COMCAST CORP | AT COST | $4,236 | $3,109 |
| META PLATFORMS INC | AT COST | $8,715 | $19,143 |
| NETFLIX INC | AT COST | $2,457 | $4,688 |
| CONSTELLATION ENERGY CORP | AT COST | $3,040 | $4,239 |
| DUKE ENERGY CORP | AT COST | $1,070 | $2,813 |
| NEXTERA ENERGY INC | AT COST | $3,199 | $7,867 |
| ISHARES CORE S&P 500 ETF | AT COST | $15,753 | $52,055 |
| VANGUARD INSTITUTIONAL INDEX F | AT COST | $42,774 | $88,360 |
| FIDELITY MID CAP INDEX FUND | AT COST | $51,703 | $63,556 |
| INVESCO S&P MIDCAP QUALITY ETF | AT COST | $21,053 | $19,869 |
| MFS BLENDED RESEARCH MID CAP E | |||
| TRIBUTARY SMALL COMPANY FUND | AT COST | $50,375 | $51,231 |
| VANGUARD SMALL CAP INDEX FUND | AT COST | $19,688 | $26,413 |
| MFS INSTITUTIONAL TRUST EQUITY | AT COST | $80,314 | $111,969 |
| VANGUARD DEVELOPED MARKETS IND | AT COST | $71,778 | $120,944 |
| SEAFARER OVERSEAS GROWTH & INC | AT COST | $37,308 | $45,982 |
| ISHARES INTERMEDIATE GOVERNMEN | AT COST | $14,684 | $15,244 |
| BAIRD INTERMEDIATE BOND FUND | AT COST | $37,819 | $38,630 |
| DODGE & COX INCOME FUND | AT COST | $18,717 | $19,165 |
| PGIM HIGH YIELD FUND | |||
| LPL FINANCIAL HOLDINGS INC | AT COST | $4,641 | $4,643 |
| SOLSTICE ADVANCED MATERIALS IN | AT COST | $241 | $291 |
| TEXAS PACIFIC LAND CORP | AT COST | $4,279 | $2,585 |
| JPMORGAN CHASE FINL CO CAPPED | AT COST | $40,000 | $39,196 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $526 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT | Desc |
| Amt | $248 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMNT MNGMNT FEES (NON-DED | $9,011 | $9,011 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,393 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $329 | $329 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $138 | $138 | $0 |