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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
MCCULLOUGH FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
210 W SANTA FE TRAIL
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY
,
MO
64145
A Employer identification number
43-1909746
B
Telephone number (see instructions)
(816) 942-5003
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
8,551,734
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,646,090
2
Check
.............
3
Interest on savings and temporary cash investments
22,284
22,284
4
Dividends and interest from securities
...
139,212
139,212
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
780,558
b
Gross sales price for all assets on line 6a
3,842,674
7
Capital gain net income (from Part IV, line 2)
...
780,558
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
2,588,144
942,054
13
Compensation of officers, directors, trustees, etc.
60,000
30,000
30,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,200
2,100
2,100
c
Other professional fees (attach schedule)
....
59,610
59,610
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
29,424
3,100
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
153,234
94,810
32,100
25
Contributions, gifts, grants paid
.......
1,619,750
1,619,750
26
Total expenses and disbursements.
Add lines 24 and 25
1,772,984
94,810
1,651,850
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
815,160
b
Net investment income
(if negative, enter -0-)
847,244
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
11,621
77,343
77,343
2
Savings and temporary cash investments
.........
1,124,118
782,402
782,402
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
745,856
537,822
538,910
b
Investments—corporate stock (attach schedule)
.......
4,128,175
4,955,178
6,141,847
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
549,941
741,837
1,011,232
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,559,711
7,094,582
8,551,734
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
6,559,711
7,094,582
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
6,559,711
7,094,582
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,559,711
7,094,582
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
6,559,711
2
Enter amount from Part I, line 27a
.....................
2
815,160
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
7,374,871
5
Decreases not included in line 2 (itemize)
5
280,289
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,094,582
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
A V X CORP - 3000 SHS
P
2019-10-02
2019-12-02
b
FIRST CHOICE BANCORP - 1500 SHS
P
2018-09-24
2019-09-05
c
OCEANFIRST FINL CORP - 1800 SHS
P
2019-01-15
2019-08-12
d
COHEN & STEERS INC - 300 SHS
P
2018-05-07
2019-10-11
e
JOHNSON & JOHNSON - 200 SHS
P
2015-07-20
2019-04-30
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 300 SHS
P
2008-09-18
2019-04-26
DISNEY WALT CO COM - 170 SHS
P
2017-12-31
2019-09-27
A V X CORP - 1500 SHS
P
2019-10-17
2019-12-02
FIRST CHOICE BANCORP - 300 SHS
P
2018-10-30
2019-09-05
OCEANFIRST FINL CORP - 700 SHS
P
2019-01-25
2019-08-12
COHEN & STEERS INC - 125 SHS
P
2018-04-27
2019-10-15
KEANE GROUP INC - 2000 SHS
P
2017-04-17
2019-02-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 600 SHS
P
2008-09-18
2019-04-26
JACOBS ENGR GROUP DEL - 135 SHS
P
2018-08-07
2019-09-27
A V X CORP - 500 SHS
P
2019-10-21
2019-12-02
FIRST CHOICE BANCORP - 600 SHS
P
2018-11-02
2019-09-05
OMNICELL INC - 200 SHS
P
2018-10-16
2019-02-21
COHEN & STEERS INC - 75 SHS
P
2018-04-30
2019-10-15
KEANE GROUP INC - 1000 SHS
P
2017-04-19
2019-02-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 1013 SHS
P
2008-09-18
2019-04-26
JOHNSON & JOHNSON COM - 200 SHS
P
2017-12-31
2019-02-25
A V X CORP - 1000 SHS
P
2019-10-28
2019-12-02
GRAPHIC PACKAGING HL - 1500 SHS
P
2018-07-24
2019-01-28
PROSPERITY BANCSHARE - 200 SHS
P
2018-10-30
2019-05-07
COHEN & STEERS INC - 200 SHS
P
2018-05-07
2019-10-15
OMNICELL INC - 200 SHS
P
2015-11-02
2019-06-24
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
CORTEVA INC COM - 0.333 SHS
P
2018-08-07
2019-06-01
JOHNSON & JOHNSON COM - 100 SHS
P
2017-12-31
2019-07-23
A V X CORP - 1500 SHS
P
2019-11-11
2019-12-02
GRAPHIC PACKAGING HL - 1000 SHS
P
2018-09-24
2019-01-28
SCIPLAY CORP - 5000 SHS
P
2019-10-29
2019-12-17
COHEN & STEERS INC - 125 SHS
P
2018-04-16
2019-10-22
OMNICELL INC - 400 SHS
P
2015-11-02
2019-07-03
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
DOW INC COM - 0.333 SHS
P
2018-08-07
2019-04-30
MERCK & CO INC NEW COM - 300 SHS
P
2013-12-16
2019-07-23
CADENCE BANCORP - 3000 SHS
P
2018-12-19
2019-07-25
GRAPHIC PACKAGING HL - 2500 SHS
P
2018-10-25
2019-08-07
SUN COMMUNITIES - 200 SHS
P
2019-05-06
2019-08-26
COHEN & STEERS INC - 275 SHS
P
2018-04-27
2019-10-22
OMNICELL INC - 600 SHS
P
2015-11-10
2019-07-03
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
DOW INC COM - 283 SHS
P
2018-12-31
2019-06-11
MICROSOFT CORP COM - 45 SHS
P
2013-04-01
2019-06-11
CADENCE BANCORP - 1000 SHS
P
2018-12-24
2019-07-25
GRAPHIC PACKAGING HL - 2500 SHS
P
2018-10-25
2019-08-07
US TREASURY - 120000 SHS
P
2018-10-26
2019-01-07
COHEN & STEERS INC - 175 SHS
P
2018-04-16
2019-10-31
PROSPERITY BANCSHARE - 500 SHS
P
2018-04-06
2019-05-07
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
DUPONT DE NEMOURS INC COM - .333 SHS
P
2018-08-07
2019-06-28
MICROSOFT CORP COM - 70 SHS
P
2017-12-31
2019-09-27
CADENCE BANCORP - 2000 SHS
P
2018-12-31
2019-07-25
JOHNSON & JOHNSON - 200 SHS
P
2018-06-04
2019-04-30
US TREASURY - 150000 SHS
P
2018-12-19
2019-01-14
COHEN & STEERS INC - 75 SHS
P
2018-05-03
2019-10-31
PROSPERITY BANCSHARE - 500 SHS
P
2018-04-10
2019-05-07
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
JACOBS ENGR GROUP DEL - 100 SHS
P
2018-08-07
2019-06-11
NIKE INC CL B - 550 SHS
P
2017-06-01
2019-01-28
CAVCO INDUSTRIES INC - 200 SHS
P
2018-11-07
2019-07-30
KEMET CORP - 400 SHS
P
2019-07-18
2019-10-17
US TREASURY - 50000 SHS
P
2019-03-01
2019-04-08
COHEN & STEERS INC - 150 SHS
P
2018-05-03
2019-11-04
STATE STREET CORP - 6000 SHS
P
1996-11-01
2019-04-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
TARGET CORP COM - 125 SHS
P
2019-01-28
2019-09-27
NOVARTIS AG ADR - 200 SHS
P
2017-12-31
2019-07-23
CAVCO INDUSTRIES INC - 200 SHS
P
2019-01-08
2019-07-30
KEMET CORP - 1600 SHS
P
2019-07-18
2019-12-02
US TREASURY - 450000 SHS
P
2019-05-06
2019-06-19
GRAPHIC PACKAGING HL - 2500 SHS
P
2018-07-24
2019-08-07
STATE STREET CORP - 10 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
THORNBURG INTL VAL FD CL I - 290 SHS
P
2018-08-08
2019-01-28
PROCTER & GAMBLE CO COM - 200 SHS
P
2018-08-07
2019-10-04
COHEN & STEERS INC - 300 SHS
P
2018-12-03
2019-11-05
KEMET CORP - 1000 SHS
P
2019-08-16
2019-12-02
US TREASURY - 100000 SHS
P
2019-08-15
2019-10-07
JOHNSON & JOHNSON - 200 SHS
P
2014-10-14
2019-04-30
STATE STREET CORP - 13 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
ALCON INC ORD SHS - 140 SHS
P
2017-12-31
2019-06-11
PRUDENTIAL FINANCIAL INC CO - 75 SHS
P
2013-10-24
2019-07-23
COHEN & STEERS INC - 300 SHS
P
2018-12-12
2019-11-05
KEMET CORP - 1000 SHS
P
2019-08-26
2019-12-02
CASEYS GEN STORES - 200 SHS
P
2017-10-04
2019-07-01
JOHNSON & JOHNSON - 200 SHS
P
2014-10-20
2019-04-30
STATE STREET CORP - 77 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
ALPHABET INC CAP STK CL C - 10 SHS
P
2014-05-08
2019-09-27
VANGUARD FTSE EMERGING - 2400 SHS
P
2017-12-31
2019-01-28
COHEN & STEERS INC - 500 SHS
P
2018-11-21
2019-11-07
MERCK & CO INC - 400 SHS
P
2019-04-30
2019-06-05
CASEYS GEN STORES - 200 SHS
P
2017-06-20
2019-07-08
JOHNSON & JOHNSON - 100 SHS
P
2014-10-21
2019-04-30
STATE STREET CORP - 87 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
AT&T INC COM - 650 SHS
P
2014-01-08
2019-01-28
WISDOMTREE TR EUROPE HED - 3000 SHS
P
2017-12-31
2019-01-28
COHEN & STEERS INC - 500 SHS
P
2018-12-12
2019-11-07
MERCK & CO INC - 400 SHS
P
2019-05-02
2019-06-05
COHEN & STEERS INC - 1000 SHS
P
2018-01-29
2019-08-26
JOHNSON & JOHNSON - 150 SHS
P
2014-10-23
2019-04-30
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 200 SHS
P
2008-09-18
2019-04-26
BOEING CO COM - 45 SHS
P
2017-12-31
2019-06-11
ZURICH INS GROUP LTD SPONS - 500 SHS
P
2017-12-31
2019-09-27
COHEN & STEERS INC - 400 SHS
P
2018-12-20
2019-11-07
MERCK & CO INC - 1000 SHS
P
2019-04-30
2019-06-06
COHEN & STEERS INC - 500 SHS
P
2018-01-31
2019-10-02
JOHNSON & JOHNSON - 100 SHS
P
2015-07-14
2019-04-30
STATE STREET CORP - 100 SHS
P
2008-09-18
2019-04-26
STATE STREET CORP - 200 SHS
P
2008-09-18
2019-04-26
CAPITAL ONE FINL CORP COM - 85 SHS
P
2013-10-24
2019-09-27
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
60,946
44,392
16,554
b
30,659
40,082
-9,423
c
39,605
40,598
-993
d
17,320
12,012
5,308
e
28,057
20,069
7,988
6,688
3,723
2,965
20,052
11,169
8,883
22,098
14,973
7,125
30,473
24,120
6,353
6,132
6,499
-367
15,402
16,489
-1,087
7,190
4,956
2,234
22,792
30,130
-7,338
6,686
3,723
2,963
40,092
22,338
17,754
12,245
9,731
2,514
10,158
8,196
1,962
12,264
13,363
-1,099
16,924
12,184
4,740
4,314
3,000
1,314
11,396
14,435
-3,039
6,686
3,723
2,963
67,669
37,713
29,956
27,277
18,435
8,842
20,315
14,983
5,332
18,089
21,341
-3,252
14,558
12,903
1,655
11,504
8,008
3,496
17,678
5,602
12,076
6,686
3,723
2,963
8
12
-4
12,844
8,579
4,265
30,473
23,496
6,977
12,059
14,407
-2,348
59,507
44,263
15,244
7,961
4,890
3,071
34,598
11,203
23,395
6,690
3,723
2,967
19
23
-4
24,301
14,428
9,873
50,118
54,254
-4,136
36,290
26,551
9,739
29,520
24,756
4,764
17,514
10,903
6,611
51,897
16,178
35,719
6,686
3,723
2,963
14,717
17,321
-2,604
5,929
1,285
4,644
16,706
16,579
127
36,290
27,067
9,223
119,823
119,285
538
11,433
6,846
4,587
36,394
35,425
969
6,686
3,723
2,963
24
34
-10
9,712
1,953
7,759
33,412
33,469
-57
28,057
24,354
3,703
149,496
149,249
247
4,900
2,895
2,005
36,394
36,148
246
6,686
3,723
2,963
7,841
7,208
633
44,209
28,967
15,242
35,914
43,055
-7,141
9,139
7,537
1,602
49,834
49,710
124
10,012
5,790
4,222
400,801
207,547
193,254
6,683
3,723
2,960
13,264
8,945
4,319
18,825
16,537
2,288
35,914
27,888
8,026
42,863
30,148
12,715
448,900
447,467
1,433
36,290
35,569
721
669
372
297
6,682
3,723
2,959
6,203
7,015
-812
24,621
16,509
8,112
20,120
11,279
8,841
26,790
17,858
8,932
99,925
99,649
276
28,057
19,558
8,499
870
484
386
6,683
3,723
2,960
8,296
6,635
1,661
7,627
6,090
1,537
20,120
11,116
9,004
26,790
17,021
9,769
31,524
21,901
9,623
28,057
19,730
8,327
5,154
2,867
2,287
6,683
3,723
2,960
12,311
5,117
7,194
96,942
98,910
-1,968
33,207
17,564
15,643
32,758
31,060
1,698
23,649
16,100
7,549
14,028
10,038
3,990
5,820
3,239
2,581
6,691
3,723
2,968
19,799
19,799
178,868
169,290
9,578
33,207
18,527
14,680
32,758
31,692
1,066
52,806
41,436
11,370
21,042
15,397
5,645
6,690
3,723
2,967
13,370
7,446
5,924
15,682
3,870
11,812
19,172
13,790
5,382
26,566
13,703
12,863
81,962
77,651
4,311
26,557
20,235
6,322
14,028
9,941
4,087
6,690
3,723
2,967
13,380
7,446
5,934
7,777
5,994
1,783
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
16,554
b
-9,423
c
-993
d
5,308
e
7,988
2,965
8,883
7,125
6,353
-367
-1,087
2,234
-7,338
2,963
17,754
2,514
1,962
-1,099
4,740
1,314
-3,039
2,963
29,956
8,842
5,332
-3,252
1,655
3,496
12,076
2,963
-4
4,265
6,977
-2,348
15,244
3,071
23,395
2,967
-4
9,873
-4,136
9,739
4,764
6,611
35,719
2,963
-2,604
4,644
127
9,223
538
4,587
969
2,963
-10
7,759
-57
3,703
247
2,005
246
2,963
633
15,242
-7,141
1,602
124
4,222
193,254
2,960
4,319
2,288
8,026
12,715
1,433
721
297
2,959
-812
8,112
8,841
8,932
276
8,499
386
2,960
1,661
1,537
9,004
9,769
9,623
8,327
2,287
2,960
7,194
-1,968
15,643
1,698
7,549
3,990
2,581
2,968
9,578
14,680
1,066
11,370
5,645
2,967
5,924
11,812
5,382
12,863
4,311
6,322
4,087
2,967
5,934
1,783
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
780,558
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
169,756
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,871,752
7,688,176
0.243459
2017
1,247,972
5,047,067
0.247267
2016
519,400
3,072,010
0.169075
2015
1,058,584
2,835,808
0.373292
2014
357,141
2,702,494
0.132152
2
Total
of line 1, column (d)
.....................
2
1.165245
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.233049
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,907,596
5
Multiply line 4 by line 3
......................
5
1,842,857
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
8,472
7
Add lines 5 and 6
........................
7
1,851,329
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,651,850
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
16,945
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
16,945
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
16,945
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
18,400
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
18,400
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
292
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,163
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,163
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
THOMAS A MCCULLOUGH
Telephone no.
(816) 942-5003
Located at
210 W SANTA FE TRAIL
KANSAS CITY
MO
ZIP+4
64145
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
THOMAS A MCCULLOUGH
PRES. & DIR.
4.00
15,000
0
0
210 W SANTA FE TRAIL
KANSAS CITY
,
MO
64145
SHARON E MCCULLOUGH
TREAS., SEC.
4.00
15,000
0
0
210 W SANTA FE TRAIL
KANSAS CITY
,
MO
64145
TODD A MCCULLOUGH
DIRECTOR
4.00
15,000
0
0
301 W 123RD TERRACE
KANSAS CITY
,
MO
64145
KEVIN T MCCULLOUGH
DIRECTOR
4.00
15,000
0
0
150 SOUTH MADISON UNIT 108
DENVER
,
CO
80209
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
7,968,138
b
Average of monthly cash balances
.......................
1b
59,878
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,028,016
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
8,028,016
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
120,420
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,907,596
6
Minimum investment return.
Enter 5% of line 5
..................
6
395,380
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
395,380
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
16,945
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
16,945
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
378,435
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
378,435
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
378,435
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,651,850
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,651,850
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,651,850
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
378,435
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
231,079
b
From 2015
......
936,358
c
From 2016
......
374,148
d
From 2017
......
1,010,847
e
From 2018
......
1,523,985
f
Total
of lines 3a through e
........
4,076,417
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,651,850
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
378,435
e
Remaining amount distributed out of corpus
1,273,415
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
5,349,832
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
231,079
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
5,118,753
10
Analysis of line 9:
a
Excess from 2015
....
936,358
b
Excess from 2016
....
374,148
c
Excess from 2017
....
1,010,847
d
Excess from 2018
....
1,523,985
e
Excess from 2019
....
1,273,415
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
THOMAS A MCCULLOUGH
SHARON E MCCULLOUGH
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AFRICAN WILDLIFE FDTN
PO BOX 96844
WASHINGTON
,
DC
20077
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
AMERICAN CANCER SOCIETY
PO BOX 41982
KANSAS CITY
,
MO
64141
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
AMERICAN DIABETES ASSOC
PO BOX 1834
MERRIFIELD
,
VA
22116
N/A
PC
FINCL SUPPORT OF DIABETES RESEARCH
2,000
AMERICAN HEART ASSOCIATION
PO BOX 78851
PHOENIX
,
AZ
85062
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
ASPCA
PO BOX 97288
WASHINGTON
,
DC
200907288
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
AVILA UNIVERSITY
11901 WORNALL RD
KANSAS CITY
,
MO
64145
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
300,000
BAGS OF FUN
6320 BROOKSIDE PLAZA 514
KANSAS CITY
,
MO
64113
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
3,000
BEST FRIENDS ANIMAL SOC
5001 ANGEL CANYON ROAD
KANOB
,
UT
84741
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
BILL WARIS BLUE JAYS CLUB
3500 NE LOGOOD CT
LEES SUMMIT
,
MO
64064
N/A
PC
FUNDING OF BASKETBALL CAMPS
1,000
BISHOP SULLIVAN CENTER
6435 TRUMAN RD
KANSAS CITY
,
MO
64126
N/A
PC
FINCL SUPPORT OF CHARITABLE CENTER
45,000
BISHOP WARD HIGH SCHOOL
708 N 18TH
KANSAS CITY
,
KS
66102
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
50,000
BMA FOUNDATION
901 W 121ST STREET
KANSAS CITY
,
MO
64145
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
10,000
BOYS & GIRLS CLUB
4001 BLUE PKWY 102
KANSAS CITY
,
MO
64130
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
BOYS HOPE GIRLS HOPE
10230 STATE LINE RD
LEAWOOD
,
KS
66205
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
3,000
BRIGHT FUTURES FUND
PO BOX 419037
KANSAS CITY
,
MO
64141
N/A
PC
FINCL SUPPORT OF EDUC. FUND
105,000
CAMP FOR KIDS
3622 W 135TH ST
LEAWOOD
,
KS
66224
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
CHILDRENS PLACE
2 E 59TH STREET
KANSAS CITY
,
MO
64112
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
CITIZENS FOR RESEARCH IN ELIPESY
430 E ERIE SUITE 210
CHICAGO
,
IL
60654
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,500
COMMUNITY LINC
4012 TROOST AVE
KANSAS CITY
,
MO
64110
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
1,250
CONCEPTION SEMINARY
37174 STATE HWY W
CONCEPTION
,
MO
64433
N/A
PC
FINCL SUPPORT OF RELIGIOUS ORG.
5,000
CORNERSTONE OF CARE
300 E 36TH
KANSAS CITY
,
MO
64111
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
CRISTO REY
211 W LINWOOD
KANSAS CITY
,
MO
64111
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
100,000
DEFENDERS OF WILDLIFE
PO BOX 1553
MERRIFIELD
,
VA
221161553
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
DELASALLE EDUC CENTER
3740 FOREST AVE
KANSAS CITY
,
MO
64109
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
25,000
DON BOSCO CENTER
580 CAMPBELL ST
KANSAS CITY
,
MO
64124
N/A
PC
FINCL SUPPORT OF EDUC. ORG.
10,000
DONNELLY COLLEGE
608 N 18TH STREET
KANSAS CITY
,
KS
66102
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
5,000
DORIS DAY ANIMAL LEAGUE
PO BOX 96084
WASHINGTON
,
DC
20090
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
EPEC GROOMING PROJECT
5829 TROOST SUITE B
KANSAS CITY
,
MO
64110
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
3,000
EPILEPSY FOUNDATION
6400 PROSPECT
KANSAS CITY
,
MO
65132
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
12,000
FARM SANTUARY
3100 AIKENS ROAD
WATKINS GLEN
,
NY
14891
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
FIRST TEE
7501 BLUE RIVER RD
KANSAS CITY
,
MO
64132
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
1,000
FRANCISCAN MISSIONS
PO BOX 130
WATERFORD
,
WI
53185
N/A
PC
SUPPORT OF RELIGIOUS/CHARITABLE ORG
5,900
GREATER KANSAS CITY COMMUNITY FOUND
PO BOX 97288
WASHINGTON
,
DC
200907288
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,500
HEART OF AMERICA BOY SCOUTS
10210 HOLMES
KANSAS CITY
,
MO
64131
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
4,500
HOMES FROM THE HEART
6363 COLLEGE BLVD SUITE
OVERLAND PARK
,
KS
66211
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
INTERNATIONLA FUND FOR ANIMAL WELFA
PO BOX 193
YARMOUTH PORT
,
MA
02675
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
JOURNEY TO A NEW LIFE
3230 TROOST
KANSAS CITY
,
MO
64109
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
JUNIOR ACHIEVEMENT OF GREATER KC
4001 BLUE PKWY 210
KANSAS CITY
,
MO
64130
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
500
KANSAS CITY PET PROJECT
4400 RAYTOWN ROAD
KANSAS CITY
,
MO
64129
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
KC HOSPICE
12000 WORNALL RD
KANSAS CITY
,
MO
64145
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
7,000
KCKS CATHOLIC CHARITIES
9720 W 87TH ST
OVERLAND PARK
,
KS
66120
N/A
PC
SUPPORT OF RELIGIOUS/CHARITABLE ORG
5,000
KCMO CATHOLIC CHARITIES
20 W 9TH ST
KANSAS CITY
,
MO
64105
N/A
PC
SUPPORT OF RELIGIOUS/CHARITABLE ORG
16,000
KEEP THE SPARK ALIVE
12525 GRAND AVE
KANSAS CITY
,
MO
64145
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
3,000
LEAWENWOTH INTER FAITH
311 KIOWA STREET
LEAVENWORTH
,
KS
66048
N/A
PC
FINCL SUPPORT OF RELIGIOUS ORG.
5,000
LITTLE SISTERS OF POOR
8745 JAMES A REED RD
KANSAS CITY
,
MO
64138
N/A
PC
SUPPORT FOR RELIGIOUS/CHARITABLE ORG
20,000
MARYKNOLL SISTERS
PO BOX 317
MARYKNOLL
,
NY
10545
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
MERCY HOME
1140 W JACKSON BLVD
CHICAGO
,
IL
60607
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
9,600
MISSOURI EASTER SEALS
1508 NW VIVION RD
KANSAS CITY
,
MO
64118
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
MOUNT ST SCHOLASTIC
801 SOUTH 8TH ST
ATCHISON
,
KS
66002
N/A
PC
FINCL SUPPORT OF EDUC. ORG.
12,500
NATIONAL KIDNEY FOUNDATION
6405 METCALF 204
OVERLAND PARK
,
KS
66202
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
NATIONAL WILDLIFE FEDERATION
PO BOX 1637
MERRIFIELD
,
VA
22116
N/A
PC
FINCL SUPPORT OF DIABETES RESEARCH
2,000
NOTRE DAME DE SION
10631 WORNALL ROAD
KANSAS CITY
,
MO
64114
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
1,000
OPERATION BREAKTHROUGH
3039 TROOST
KANSAS CITY
,
MO
64109
N/A
PC
ASSISTANCE FOR FAMILIES IN POVERTY
5,000
OUR LADY'S MONTESSORI SCHOOL
3020 S 7TH STREET
KANSAS CITY
,
KS
66103
N/A
PC
FINCL SUPPORT OF EDUC. ORG.
3,000
PET FOR LIFE
7240 WORNALL ROAD
KANSAS CITY
,
MO
64114
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
ROCKHURST HIGH SCHOOL
9301 STATE LINE ROAD
KANSAS CITY
,
MO
64114
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
152,500
ROCKHURST UNIVERSITY
1100 ROCKHURST ROAD
KANSAS CITY
,
MO
64110
N/A
PC
FINCL SUPPORT OF EDUC. ORG.
152,500
SAFE WATER ORGANIZATION
PO BOX 8833
KANSAS CITY
,
MO
64114
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
SAINT PAUL'S OUTREACH
5814 BLACKSHIRE PATH
INVER GROVE HEIGHTS
,
MN
55076
N/A
PC
FINCL SUPPORT OF RELIGIOUS ORG.
3,000
SALVATION ARMY
PO BOX 805181
KANSAS CITY
,
MO
64180
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
SETON CENTER
2816 EAST 23RD STREET
KANSAS CITY
,
MO
64127
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
SIERRA CLUB OF KC KS
9844 GEORGIA AVE
KANSAS CITY
,
KS
66109
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
500
SISTERS OF ST FRANCIS
2100 N NOLAND RD
INDEPENDENCE
,
MO
64050
N/A
PC
FINCL SUPPORT OF RELIGIOUS ORG.
5,000
SISTERS OF ST JOSEPH
6400 MINNESOTA AVE
ST LOUIS
,
MO
63111
N/A
PC
FINCL SUPPORT OF RELIGIOUS ORG.
5,000
SISTERS SERVANTS OF MARY
800 N 18TH STREET
KANSAS CITY
,
KS
66102
N/A
PC
FINCL SUPPORT OF RELIGIOUS ORG.
1,000
ST CATHERINE'S CATHOLIC CHURCH
4101 E 105TH TERR
KANSAS CITY
,
MO
64137
N/A
PC
SUPPORT OF RELIGIOUS/ CHARITABLE ORG
10,000
ST CHARLES PARISH
900 NE SHADY LANE RD
KANSAS CITY
,
MO
64118
N/A
PC
SUPPORT OF RELIGIOUS/ CHARITABLE ORG
50,000
ST IRENAEUS CHURCH
78 CHERRY STREET
PARK FOREST
,
IL
60466
N/A
PC
FINCL SUPPORT OF CHURCH
5,000
ST JOSEPH'S INDIAN SCHOOL
PO BOX 300
CHAMBERLAIN
,
SD
573250300
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
2,000
ST LABRE INDIAN SCHOOL
PO BOX 216
ASHLAND
,
MT
59004
N/A
PC
FINCL SUPPORT OF INDIAN SCHOOL
2,000
ST MICHAELS THE ARCHANGEL HIGH SCH
2901 NW LEES SUMMIT RD
LEES SUMMIT
,
MO
64064
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
263,000
ST TERESA'S ACADEMY
5600 MAIN STREET
KANSAS CITY
,
MO
64113
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
6,000
ST TERESA'S HIGH SCHOOL
500 MAIN STREET
KANSAS CITY
,
MO
64113
N/A
PC
FINCL SUPPORT OF EDUCATIONAL ORG.
500
ST THOMAS MORE
11822 HOLMES
KANSAS CITY
,
MO
64131
N/A
PC
SUPPORT FOR RELIGIOUS/EDUC PROGRAMS
52,000
STAND TOGETHER FOUNDATION
1320 N COURTHOUSE RD
ARLINGTON
,
VA
22201
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
500
STYMIE CANINE CANCER FOUNDATION
4530 RESERVOIR ROAD UNT A
CENTENNIAL
,
CO
80015
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,500
SUPPORTING KIDS FOUNDATION
420 N WABASH SUITE 656
CHICAGO
,
IL
60611
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
THE HUMANE SOCIETY OF GREATER KC
5445 PARALLEL PARKWAY
KANSAS CITY
,
KS
66104
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
THE JANE GOODALL INSTITUTE
PO BOX 1838
MERRIFIELD
,
VA
22116
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
THE PARIST FATHERS
4605 BAYVIEW DR
FORT LAUDERDALE
,
FL
33308
N/A
PC
SUPPORT OF RELIGIOUS/ CHARITABLE ORG
2,000
THE RABBIT HOLE
919 E 14TH STREET
NORTH KANSAS CITY
,
MO
64116
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
UNITED WAY
1080 WASHINGTON
KANSAS CITY
,
MO
64105
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
12,000
UPPER ROOM
5930 SWOPE PARKWAY
KANSAS CITY
,
MO
64130
N/A
PC
SUPPORT OF RELIGIOUS /CHARITABLE ORG
10,000
URBAN RANGER CORPS
5908 SWOPE PKWY
KANSAS CITY
,
MO
64130
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
3,000
VITAE FOUNDATION
1731 SOUTHRIDGE DRIVE
JEFFERSON CITY
,
MO
65109
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,500
WELCOME HOUSE
1414 E 27TH STREET
KANSAS CITY
,
MO
64108
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
5,000
WORLD WILDLIFE FUND
PO BOX 96555
WASHINGTON
,
DC
20077
N/A
PC
FINCL SUPPORT OF PUBLIC CHARITY
2,000
Total
.................................
3a
1,619,750
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
22,284
4
Dividends and interest from securities
....
14
139,212
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
26
780,558
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
942,054
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
942,054
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description