-
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
KELLY FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 3955
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OLATHE
,
KS
66063
A Employer identification number
27-6825262
B
Telephone number (see instructions)
(913) 210-1788
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)
$
27,739,838
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)
2
Check
.............
3
Interest on savings and temporary cash investments
193,132
193,132
4
Dividends and interest from securities
...
576,145
576,145
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
621,891
b
Gross sales price for all assets on line 6a
7,098,863
7
Capital gain net income (from Part IV, line 2)
...
621,891
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
........
1,391,168
1,391,168
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
475
475
0
b
Accounting fees (attach schedule)
.......
4,638
4,638
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
16,033
4,332
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
145,447
145,447
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
166,593
154,892
0
25
Contributions, gifts, grants paid
.......
2,274,500
2,274,500
26
Total expenses and disbursements.
Add lines 24 and 25
2,441,093
154,892
2,274,500
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,049,925
b
Net investment income
(if negative, enter -0-)
1,236,276
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
.............
4,322,606
2,824,505
2,824,505
2
Savings and temporary cash investments
.........
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)
b
Investments—corporate stock (attach schedule)
.......
12,456,863
13,139,456
16,763,650
c
Investments—corporate bonds (attach schedule)
.......
8,245,248
8,010,831
8,151,683
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
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)
25,024,717
23,974,792
27,739,838
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
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
25,024,717
23,974,792
29
Total net assets or fund balances
(see instructions)
.....
25,024,717
23,974,792
30
Total liabilities and net assets/fund balances
(see instructions)
.
25,024,717
23,974,792
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
25,024,717
2
Enter amount from Part I, line 27a
.....................
2
-1,049,925
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
23,974,792
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
23,974,792
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
ST COVERED FROM INVESTMENT ACCOUNTS
P
2019-12-31
b
LT COVERED FROM INVESTMENT ACCOUNTS
P
2019-12-31
c
BOND AMORTIZATION ADJUSTMENT
P
2019-12-31
d
CAPITAL GAIN DISTRIBUTIONS
P
2019-12-31
e
LT NONCOVERED FROM INVESTMENT ACCOUNTS
P
2019-12-31
(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
3,389,808
3,253,877
135,931
b
2,940,716
2,477,645
463,071
c
6,346
6,346
d
3,219
3,219
e
758,774
745,450
13,324
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
135,931
b
463,071
c
6,346
d
3,219
e
13,324
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
621,891
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
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
1,740,082
27,354,783
0.063612
2017
1,752,619
27,535,922
0.063648
2016
1,940,916
27,439,255
0.070735
2015
2,061,378
28,805,091
0.071563
2014
1,720,071
32,279,485
0.053287
2
Total
of line 1, column (d)
.....................
2
0.322845
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
0.064569
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
27,104,051
5
Multiply line 4 by line 3
......................
5
1,750,081
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
12,363
7
Add lines 5 and 6
........................
7
1,762,444
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,274,500
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
12,363
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
0
3
Add lines 1 and 2
...........................
3
12,363
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
12,363
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
25,652
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
25,652
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
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
13,289
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
13,289
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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
No
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)
KS
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
BONNIE C KELLY CO LATHROP GAGE
Telephone no.
(913) 451-5161
Located at
10851 MASTIN BLVD SUITE 1000
OVERLAND PARK
KS
ZIP+4
662101669
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
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
No
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
BONNIE C KELLY CO LATHROP GAGE
TRUSTEE
1.00
0
0
0
10851 MASTIN BLVD SUITE 1000
OVERLAND PARK
,
KS
662101669
GERALD A KELLY JR CO LATHROP GAGE
TRUSTEE
1.00
0
0
0
10851 MASTIN BLVD SUITE 1000
OVERLAND PARK
,
KS
662101669
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
...................
0
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
.............
0
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
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
23,741,698
b
Average of monthly cash balances
.......................
1b
3,775,105
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
27,516,803
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
27,516,803
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
412,752
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
27,104,051
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,355,203
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
1,355,203
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
12,363
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
12,363
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,342,840
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,342,840
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,342,840
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
2,274,500
b
Program-related investments—total from Part IX-B
..................
1b
0
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
2,274,500
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
12,363
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,262,137
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
1,342,840
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
702,275
c
From 2016
......
581,521
d
From 2017
......
541,877
e
From 2018
......
404,379
f
Total
of lines 3a through e
........
2,230,052
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,274,500
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,342,840
e
Remaining amount distributed out of corpus
931,660
5
Excess distributions carryover applied to 2019.
0
0
(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
3,161,712
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
3,161,712
10
Analysis of line 9:
a
Excess from 2015
....
702,275
b
Excess from 2016
....
581,521
c
Excess from 2017
....
541,877
d
Excess from 2018
....
404,379
e
Excess from 2019
....
931,660
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).)
BONNIE C KELLY CO LATHROP GAGE
GERALD A KELLY JR CO LATHROP GAGE
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.
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 e-mail address of the person to whom applications should be addressed:
BONNIE C KELLY CO LATHROP GAGE
10851 MASTIN BLVD SUITE 1000
OVERLAND PARK
,
KS
662101669
(913) 451-5161
b
The form in which applications should be submitted and information and materials they should include:
UNSPECIFIED
c
Any submission deadlines:
NOT APPLICABLE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALL SUBMISSIONS SHOULD RELATE TO THE FOUNDATION'S MISSION STATEMENT AND BE USED TO IMPROVE THE QUALITY OF LIFE IN CHILDREN, WOMEN AND ANIMALS WITHIN THE UNITED STATES BY SUPPORTING PROGRAMS THAT FOCUS ON EDUCATION, MENTAL AND PHYSICAL WELLNESS AND CALIBER OF LIFE.
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
ACADEMY FOR INTEGRATED ARTS
7910 TROOST
KANSAS CITY
,
MO
64131
N/A
EXEMPT
THE MISSION OF THE ACADEMY FOR INTEGRATED ARTS IS TO USE THE ARTS TO PREPARE STUDENTS FOR AN ADMISSIONS-BASED COLLEGE PREPARATORY SECONDARY SCHOOL. THE ARTS WILL SERVE AS A CATALYST FOR LEARNING, ACHIEVEMENT, CURIOSITY AND SELF-ESTEEM.
25,000
AMERICASHARE
15 WEST 26TH STREET
NEW YORK
,
NY
10010
N/A
EXEMPT
TO ASSIST WOMEN AND CHILDREN AFFECTED BY THE AIDS EPIDEMIC IN KENYA
1,700
ARTS ETC
130 GARDENERS CIRCLE PMB 148
JOHNS ISLAND
,
SC
29455
N/A
EXEMPT
TO SUPPORT THE ARTS IN THE COMMUNITY AND PROVIDE EDUCATIONAL AND SOCIAL OPPORTUNITIES
3,000
BARRIER ISLAND FREE MEDICAL CLINIC
3226 MAYBANK HWY BUILDING C
JOHNS ISLAND
,
SC
29455
N/A
EXEMPT
DONATION TO PROVIDE MEDICAL SUPPORT TO THOSE IN NEED
25,300
BENEDICTINE COLLEGE
1020 NORTH 2ND STREET
ATCHISON
,
KS
66002
N/A
EXEMPT
DONATION TO A COLLEGE TO SUPPORT EDUCATION
40,000
BIRTHRIGHT OF GREATER KANSAS CITY
6309 WALNUT ST
KANSAS CITY
,
MO
64113
N/A
EXEMPT
TO PROVIDE CARING, LOVING, NON-JUDGEMENTAL SUPPORT TO WOMEN AND GIRLS WHO ARE DISTRESSED BY AN UNPLANNED PREGNANCY.
5,000
BRAVO VAIL
2271 N FRONTAGE RD W SUITE C
VAIL
,
CO
81657
N/A
EXEMPT
TO ENRICH PEOPLE'S LIVES BY FOSTERING MUSIC EDUCATION AND PROMOTING AN APPRECIATION OF THE ARTS.
5,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET SUITE 609
NEW YORK
,
NY
10036
N/A
EXEMPT
TO PREVENT AND CURE BREAST CANCER BY ADVANCING RESEARCH.
500
CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH
4001 BLUE PARKWAY SUITE 250
KANSAS CITY
,
MO
64130
N/A
EXEMPT
DONATION TO HELP THE CATHOLIC CHURCH PROVIDE CHARITY TO THE UNDERPRIVILEGED
15,000
CATHOLIC CHARITIES OF NE KANSAS
9720 WEST 87TH STREET
OVERLAND PARK
,
KS
66212
N/A
EXEMPT
DONATION TO HELP THE CATHOLIC CHURCH PROVIDE CHARITY TO THE UNDERPRIVILEGED
15,000
CATHOLIC EDUCATION FOUNDATION
12615 PARALLEL PARKWAY
KANSAS CITY
,
KS
66109
N/A
EXEMPT
DONATION TO HELP PROVIDE CATHOLIC EDUCATION FOR UNDERPRIVILEGED CHILDREN
125,000
CEDAR COVE FELINE CONSERVATORY
3783 HIGHWAY K68
LOUISBURG
,
KS
66053
N/A
EXEMPT
TO CARE AND PRESERVE ENDANGERED LARGE CATS WHILE EDUCATING THE PUBLIC ON THEIR BEHAVIOR, PHYSIOLOGY, HABITATS AND THE THREATS AND DANGERS OF EXTINCTION.
22,000
CENTER FOR ACTION AND CARE FOUNDATION
1705 FIVE POINTS RD SW
ALBUQUERQUE
,
NM
87195
N/A
EXEMPT
DONATION TO A CENTER FOR EXPERIENTIAL EDUCATION, ROOTED IN THE GOSPELS, ENCOURAGING THE TRANSFORMATION OF HUMAN CONSCIOUSNESS THROUGH CONTEMPLATION
2,500
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT ROAD
NORTH CHARLESTON
,
SC
29406
N/A
EXEMPT
TO PREVENT CRUELTY TO ANIMALS.
600
CHARLESTON AREA THERAPEUTIC RIDING CENTER
2669 HAMILTON ROAD
JOHNS ISLAND
,
SC
29455
N/A
EXEMPT
TO ASSIST WITH PROVIDING QUALITY THERAPEUTIC HORSEBACK RIDING PROGRAMS TO INDIVIDUALS WITH A WIDE VARIETY OF DISABILITIES IN A SAFE AND ENJOYABLE ENVIRONMENT
50,500
CHARLESTON COLLEGIATE SCHOOL
2024 ACADEMY DRIVE
JOHNS ISLAND
,
SC
29455
N/A
EXEMPT
DONATION TO A SCHOOL TO SUPPORT EDUCATION
4,000
CHILDREN'S INTERNATIONAL
2000 EAST RED BRIDGE ROAD PO BOX
219055
KANSAS CITY
,
MO
64121
N/A
EXEMPT
DONATION TO BRING REAL AND LASTING CHANGE TO CHILDREN LIVING IN POVERTY
25,000
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROAD
KANSAS CITY
,
MO
64108
N/A
EXEMPT
DONATION TO HELP CHILDREN WITH LIFE THREATENING ILLNESSES AND THEIR FAMILIES
100,000
CHRIST THE KING JESUIT COLLEGE PREP
5088 W JACKSON BLVD
CHICAGO
,
IL
60644
N/A
EXEMPT
TO SUPPORT THE COLLEGE PREPATORY SCHOOL IN ITS EFFORTS TO SERVE YOUNG MEN AND WOMEN IN CHICAGO'S WEST SIDE.
5,000
CITY UNION MISSION
1100 E 11TH STREET
KANSAS CITY
,
MO
64106
N/A
EXEMPT
DONATION TO HELP PROVIDE CLOTHING AND OTHER ITEMS FOR THE POOR AND HOMELESS
5,000
COOKIES FOR KIDS CANCER
PO BOX 415
CALIFON
,
NJ
07830
N/A
EXEMPT
TO DEVELOP TREATMENTS FOR PEDIATRIC CANCER.
2,000
CRISTO REY KANSAS CITY
211 WEST LINWOOD BOULEVARD
KANSAS CITY
,
MO
64111
N/A
EXEMPT
DONATION TO A SISTERS OF CHARITY HIGH SCHOOL PROVIDING COLLEGE PREP EDUCATION AND SCHOLARSHIPS
25,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD 2ND FLOOR
BETHESDA
,
MD
20814
N/A
EXEMPT
DONATION TO HELP SUPPORT THOSE WITH CYSTIC FIBROSIS
5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE
NEW YORK
,
NY
10001
N/A
EXEMPT
DONATION TO DELIVER INDEPENDENT MEDICAL CARE TO VICTIMS OF ARMED CONFLICT, BRING RELIEF IN THE AFTERMATH OF NATURAL OR MAN-MADE DISASTERS, AND FIGHT DEADLY EPIDEMICS IN MORE THAN 70 COUNTRIES AROUND THE WORLD
10,000
ERIC'S CAMP FUND
PO BOX 8138
PRAIRIE VILLAGE
,
KS
66208
N/A
EXEMPT
TO FUND A CAMP FOR CHILDREN WHOSE CHILDHOODS HAVE BEEN INTERRUPTED BY CANCER.
100
FOX4 LOVE FUND FOR CHILDREN
3030 SUMMIT
KANSAS CITY
,
MO
64108
N/A
EXEMPT
TO FULFILL UNIQUE, UNMET NEEDS OF CHILDREN ACROSS KANSAS CITY.
15,000
FRIENDS OF THE MUNI INC
2110 MAYBANK HWY
CHARLESTON
,
SC
29412
N/A
EXEMPT
TO RAISE MONEY FOR CAPITAL PROJECTS AT THE CHARLESTON MUNICIPAL GOLF COURSE.
5,000
GIVING THE BASICS
3150 MERCIER ST SUITE 270-D2
KANSAS CITY
,
MO
64111
N/A
EXEMPT
TO PROVIDE NECESSITIES OF LIFE TO LOW IMPACT FAMILIES WITH SMALL CHILDREN, STUDENTS, BATTERED WOMEN, VETERANS, FORMER PRISONERS AND THE MENTALLY ILL.
15,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE
CHICAGO
,
IL
60632
N/A
EXEMPT
TO PROVIDE FOOD FOR HUNGRY PEOPLE WHILE STRIVING TO END HUNGER IN THE COMMUNITY.
1,000
HAPPY BOTTOMS
303 W 79TH ST
KANSAS CITY
,
MO
64114
N/A
EXEMPT
TO EMPOWER, CONNECT AND IMPACT LOW INCOME FAMILIES BY ALLEVIATING DIAPER NEED IN THE KANSAS CITY COMMUNITY.
100
HEART TO HEART INTERNATIONAL
PO BOX 15566
LENEXA
,
KS
66285
N/A
EXEMPT
DONATION TO PROVIDE CRISIS RELIEF WORLDWIDE
300,000
HNC LIVING FOUNDATION
6240 W 135TH STREET SUITE 200
OVERLAND PARK
,
KS
66223
N/A
EXEMPT
TO HELP HEAD AND NECK CANCER PATIENTS LIVE LIFE FULLY DURING AND AFTER TREATMENT BY PROVIDING FINANCIAL AID.
15,000
HOLY FAMILY SCHOOL OF FAITH
13240 CRAIG STREET
OVERLAND PARK
,
KS
66213
N/A
EXEMPT
TO LEAD AND MENTOR PEOPLE THROUGH THE CATHOLIC SPIRITUAL MENTORSHIP PROGRAM.
5,000
INCLUSION CONNECTIONS
2073 E SANTA FE
OLATHE
,
KS
66062
N/A
EXEMPT
TO ASSIST TEENS AND YOUNG ADULTS WITH DISABILITIES BY CREATING INCLUSIVE OPPORTUNITIES FOR COMMUNITY INVOLVEMENT
10,000
JDRF - KANSAS CITY
26 BROADWAY
NEW YORK
,
NY
10004
N/A
EXEMPT
DONATION TO HELP UNIFY GLOBAL EFFORTS TO CURE, TREAT, AND PREVENT TYPE 1 DIABETES THROUGH A TRANSFORMATIVE VISION, BREAKTHROUGH INNOVATION, AND EFFECTIVE OPERATIONS.
10,000
JOURNEY HOUSE
2110 W SCOTT ST
MILWAUKEE
,
WI
53204
N/A
EXEMPT
TO EMPOWER FAMILIES TO MOVE OUT OF POVERTY BY EDUCATION AND DEVELOPMENT.
4,000
KANSAS CITY HOSPICE FOUNDATION
9221 WARD PARKWAY SUITE 100
KANSAS CITY
,
MO
64114
N/A
EXEMPT
DONATION TO ASSIST THE HOSPICE PROVIDE CARE TO THE ELDERLY
5,000
KANSAS CITY SYMPHONY
1703 WYANDOTTE SUITE 200
KANSAS CITY
,
MO
64108
N/A
EXEMPT
TO HELP TRANSFORM HEARTS, MINDS AND COMMUNITIES THROUGH THE POWER OF SYMPHONIC MUSIC.
10,000
KAUFFMAN CENTER FOR PERFORMING ARTS
1601 BROADWAY
KANSAS CITY
,
MO
64108
N/A
EXEMPT
TO ENRICH THE LIVES OF EVERYONE IN OUR COMMUNITY THROUGH EXTRAORDINARY AND DIVERSE PERFORMING ARTS EXPERIENCES.
2,500
KIAWAH CARES FOUNDATION
23 BEACHWALKER DRIVE
KIAWAH ISLAND
,
SC
29455
N/A
EXEMPT
TO HELP CELEBRATE A COMMUNITY, AS WELL AS WORK TOGETHER TO ADDRESS SOCIAL ISSUES ON THE ISLANDS OF KIAWAH AND JOHNS & WADMALAW.
20,450
KIAWAH CONSERVANCY
80 KESTREL COURT
KIAWAH ISLAND
,
SC
29455
N/A
EXEMPT
TO PRESERVE AND ENHANCE KIAWAH'S ISLAND UNIQUE BALANCE OF NATURE AND DEVELOPMENT.
5,000
KIDS ON POINT
PO BOX 22731
CHARLESTON
,
SC
29413
N/A
EXEMPT
DONATION TO SUPPORT AFTER SCHOOL AND SUMMER PROGRAMS FOR CHILDREN
2,000
KIGR CO HAYGOOD GRADY
1 SANCTUARY BEACH DR
KIAWAH ISLAND
,
SC
29455
N/A
EXEMPT
TO SUPPORT ROPER ST. FRANCIS CANCER CARE IN PROVIDING SCREENINGS TO UNDERSERVED PATIENTS.
2,500
KVC HEALTH SYSTEMS
21350 W 153RD STREET
OLATHE
,
KS
66061
N/A
EXEMPT
DONATION TO ASSIST CHILDREN AND FAMILIES WITH MENTAL HEALTH CARE, MEDICAL, SOCIAL SERVICES AND EDUCATION
25,000
MARCH OF DIMES
4400 COLLEGE BOULEVARD 180
OVERLAND PARK
,
KS
66211
N/A
EXEMPT
DONATION TO ASSIST CHILDREN BORN PREMATURELY OR WITH BIRTH DEFECTS AND THEIR FAMILIES
300
MAYOR'S CHRISTMAS TREE FUND
PO BOX 768
OLATHE
,
KS
66051
N/A
EXEMPT
DONATION TO HELP PROVIDE CHRISTMAS TREES TO THOSE WHO CANNOT AFFORD THEM
2,500
MY SISTER'S HOUSE
3053 FREEPORT BLVD 120
SACRAMENTO
,
CA
95818
N/A
EXEMPT
TO ELIMINATE DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING IN THE COMMUNITY.
10,300
NORTHAMPTON SURVIVAL CENTER
675 N ST CLAIR 21ST FLOOR
CHICAGO
,
IL
60611
N/A
EXEMPT
DONATION TO HELP BATTLE CANCER THROUGH SCIENTIFIC DISCOVERY, ADVANCING MEDICAL KNOWLEDGE, PROVIDING COMPASSIONATE STATE-OF-THE-ART CANCER CARE, AND TRAINING THE NEXT GENERATION OF CLINICIANS AND SCIENTISTS
35,000
PHOENIX FAMILY
3908 WASHINGTON ST
KANSAS CITY
,
MO
64111
N/A
EXEMPT
DONATION TO A HOME FOR THE UNDERPRIVILEGED
4,000
PROJECT 1020
1990 E SANTA FE ST STE 201
OLATHE
,
KS
66062
N/A
EXEMPT
TO PROVIDE SHELTER, SUPPORT AND COMPASSION TO HOMELESS ADULTS WHILE HELPING THEM UTILIZE COMMUNITY RESOURCES TO ACHIEVE THEIR GOALS.
25,000
ROCKHURST HIGH SCHOOL
9301 STATE LINE ROAD
KANSAS CITY
,
MO
64114
N/A
EXEMPT
DONATION TO HELP PROVIDE EDUCATION TO YOUNG BOYS BASED ON JESUIT IDEALS AND CATHOLIC EDUCATIONAL TRADITION.
560,000
SACRED
PO BOX 32805
OVERLAND PARK
,
KS
66283
N/A
EXEMPT
TO PROVIDE TRANSITIONAL FINANCIAL ASSISTANCE TO FAMILIES EXPERIENCING HARDSHIP DUE TO THE REPORTING OF CHILD SEXUAL ABUSE.
150
SAFEHOME
PO BOX 4563
OVERLAND PARK
,
KS
66204
N/A
EXEMPT
DONATION TO BREAK THE CYCLE OF DOMESTIC VIOLENCE AND PARTNER ABUSE FOR VICTIMS AND THEIR CHILDREN BY PROVIDING SHELTER, ADVOCACY, COUNSELING, AND PREVENTION EDUCATION IN OUR COMMUNITY
50,000
SALVATION ARMY
1110 EAST TRUMAN ROAD
KANSAS CITY
,
MO
64108
N/A
EXEMPT
DONATION TO SUPPORT THE MISSIONS OF THE SALVATION ARMY
5,000
SCHOOL OF FAITH
PO BOX 25467
SHAWNEE MISSION
,
KS
66225
N/A
EXEMPT
DONATION TO PROVIDE ONGOING ADULT CATECHESIS AT SCHOOLS AND PARISHES THROUGHOUT THE ARCHDIOCESE OF KANSAS CITY
25,000
SEA ISLAND HABITAT FOR HUMANITY
3304 MAYBANK HWY
JOHNS ISLAND
,
SC
29455
N/A
EXEMPT
TO PROVIDE HOUSING SOLUTIONS FOR LOCAL FAMILIES AND ELIMINATE SUBSTANDARD HOUSING THROUGH CONSTUCTING, REHABILITATING AND PRESERVING HOMES.
45,000
SEA ISLANDS HUNGER AWARENESS FOUNDATION
PO BOX 268
JOHNS ISLAND
,
SC
294570268
N/A
EXEMPT
TO FIGHT ISLAND HUNGER WITH HEALTHY FOOD AND CLEAN WATER ONE MEAL AT A TIME
200,000
SMILES CHANGE LIVES
2405 GRAND STE 300
KANSAS CITY
,
MO
64108
N/A
EXEMPT
PROVIDE ORTHODONTIC TREATMENT FOR CHILDREN OF LOW-INCOME HOUSEHOLDS
5,000
ST AGNES
5250 MISSION RD
ROELAND PARK
,
KS
66205
N/A
EXEMPT
TO PROVIDE A PLACE OF WORSHIP, RECONCILIATION, AND OFFER AN OCCASION FOR A DEEPENING CONVERSION AND STEP FORWARD IN THE JOURNEY TO GOD.
1,500
ST THERESA LITTLE FLOWER SENIOR CENTER
5814 EUCLID AVENUE
KANSAS CITY
,
MO
64130
N/A
EXEMPT
TO SUPPORT THE SENIOR CENTER RAN BY THE CHURCH IN ITS EFFORTS TO SERVE THE COMMUNITY.
15,000
THE GIVING GROVE (KC COMMUNITY GARDENS)
6917 KENSINGTON AVENUE
KANSAS CITY
,
MO
64132
N/A
EXEMPT
TO HELP AT RISK COMMUNITIES GROW, HARVEST AND SHARE HEALTHY FOOD BY PROVIDING THE RESOURCES NEEDED TO PLANT EDIBLE TREE GARDENS ON SCHOOL GROUNDS, CHURCH LAND, COMMUNITY GROUNDS, AND UNUSED VACANT LAND.
5,000
TITAN HARDWOOD CLUB
5818 HAMMOCK ISLES DR
NAPLES
,
FL
34119
N/A
EXEMPT
DONATION TO SUPPORT CHILDREN'S EXTRACURRICULAR ACTIVITIES
40,000
TRANSFORMATIONS YOUTH GROUP KC
1014 W 39TH ST
KANSAS CITY
,
MO
64111
N/A
EXEMPT
TO PROVIDE SOCIAL AND SUPPORT DROP-IN GROUP FOR TGNC YOUTH IN THE KANSAS CITY AREA.
10,000
UMKC - BLOCH SCHOOL OF MANAGEMENT
5110 CHERRY STREET
KANSAS CITY
,
MO
64110
N/A
EXEMPT
TO HELP DEVELOP PURPOSEFUL, ENTREPRENEURIAL AND INNOVATIVE LEADERS TO MEET CHANGING GLOBAL DEMANDS, AND ADVANCE KNOWLEDGE AND PRACTICE THROUGH EXCELLENT TEACHING, SCHOLARSHIP, OUTREACH AND SERVICE
5,000
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVD
DENVER
,
CO
80208
N/A
EXEMPT
DONATION TO HELP RUN THE LARGEST PRIVATE UNITERSITY IN THE ROCKY MOUNTAIN REGION
15,000
UNIVERSITY OF KANSAS ENDOWMENT
PO BOX 1817
LAWRENCE
,
KS
66044
N/A
EXEMPT
TO PARTNER WITH DONORS IN PROVIDING PHILANTHROPIC SUPPORT TO BUILD A GREATER UNIVERSITY OF KANSAS.
200,000
VAIL HEALTH FOUNDATION
322 BEARD CREEK RD
EDWARDS
,
CO
81632
N/A
EXEMPT
TO GENERATE PHILANTHROPY AND AWARENESS THAT SUPPORT THE VAIL HEALTH NONPROFIT ORGANIZATION.
10,000
VAIL VALLEY FOUNDATION
90 W BENCHMARK RD 300
AVON
,
CO
81620
N/A
EXEMPT
TO ENHANCE THE QUALITY OF LIFE IN THE VAIL VALLEY AND SHOWCASE THE COMMUNITY.
10,000
WESTWOOD FOUNDATION
4700 RAINBOW BOULEVARD
WESTWOOD
,
KS
66205
N/A
EXEMPT
TO PROVIDE CHARITABLE, EDUCATIONAL AND BENEVOLENT SUPPORT TO THE GREATER WESTWOOD COMMUNITY.
25,000
WINGMASTERS
34 LONG HILL ROAD
LEVERETT
,
MA
01054
N/A
EXEMPT
TO INCREASE PUBLIC UNDERSTANDING AND APPRECIATION OF NORTH AMERICAN BIRDS OF PREY.
1,000
Total
.................................
3a
2,274,500
b
Approved for future payment
Total
.................................
3b
0
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
193,132
4
Dividends and interest from securities
....
14
576,145
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
............
18
621,891
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)
..
0
1,391,168
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,391,168
(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