Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Stanley M Herzog Charitable Foundation
 
% Kristen Ansley
Number and street (or P.O. box number if mail is not delivered to street address)14450 N US 169 Ste L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Smithville, MO64089
A Employer identification number

81-4698720
B Telephone number (see instructions)

(816) 584-9393
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$359,239,876J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 151,568
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,292,670 8,292,670 8,292,670
5a Gross rents............ 11,000 11,000 11,000
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
79,071   79,071
12 Total. Add lines 1 through 11........ 8,534,309 8,303,670 8,382,741
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 761,463   761,463 761,463
14 Other employee salaries and wages...... 2,253,771   2,253,771 2,253,771
15 Pension plans, employee benefits....... 337,207   337,207 337,207
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
319,439   319,439 319,439
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,701   25,701 25,701
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
821,725 622,245 821,725 199,480
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
664   664 664
19 Depreciation (attach schedule) and depletion... 615,339   615,339
20 Occupancy.............. 16,762   16,762 16,762
21 Travel, conferences, and meetings....... 126,161   126,161 126,161
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,759,428 17,710 5,759,428 5,741,719
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,037,660 639,955 11,037,660 9,782,367
25 Contributions, gifts, grants paid....... 6,083,234 6,083,234
26 Total expenses and disbursements. Add lines 24 and 25 17,120,894 639,955 11,037,660 15,865,601
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,586,585
b Net investment income (if negative, enter -0-) 7,663,715
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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
Assets 1 Cash—non-interest-bearing............. 691,394 11,564,922 11,564,922
2 Savings and temporary cash investments......... 38,864,184 7,250,125 7,227,073
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 20,581,600 Click to see attachment
List of Attached Documents:
// Content
52,018,027 		52,550,325
b Investments—corporate stock (attach schedule)....... 52,076,935 Click to see attachment
List of Attached Documents:
// Content
74,254,899 		84,774,035
c Investments—corporate bonds (attach schedule)....... 100,158,796 Click to see attachment
List of Attached Documents:
// Content
108,834,512 		106,820,570
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 478,240 Click to see attachment
List of Attached Documents:
// Content
4,350,626 		4,342,705
14 Land, buildings, and equipment: basis right arrow24,468,839
Less: accumulated depreciation (attach schedule) right arrow760,155 22,441,784 Click to see attachment
List of Attached Documents:
// Content
23,708,684 		23,708,684
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
125,128,798 		Click to see attachment
List of Attached Documents:
// Content
68,251,562 		Click to see attachment
List of Attached Documents:
// Content
68,251,562
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 360,421,731 350,233,357 359,239,876
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 360,421,731 350,233,357
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 360,421,731 350,233,357
30 Total liabilities and net assets/fund balances (see instructions). 360,421,731 350,233,357
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
360,421,731
2
Enter amount from Part I, line 27a .....................
2
-8,586,585
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
351,835,146
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,601,789
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
350,233,357
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,345,910
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 ................... 		Bracket 3 -1,345,910
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 106,526
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 106,526
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- ..... 5 106,526
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 124,736
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 124,736
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 18,210
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow18,210 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrow  
14
The books are in care ofright arrowKristen Ansley Telephone no.right arrow (816) 584-9393

Located atright arrow14450 N US 169 Ste LSmithvilleMO ZIP+4right arrow64089
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
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? .............................
6a
 
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
No
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? .........................
8
 
No
Part VII
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
TODD GRAVES Chrmn of Bd Dir
25.00 		261,493 15,990  
1100 Main Street Ste 2700
Kansas City,MO64105
JOHN ELLIOTT Director and Vice Chr
20.00 		176,994    
P O Box 328
Smithville,MO64089
KRISTEN ANSLEY Director and SecTreas
30.00 		255,885 15,387  
110 Main Street Ste 2700
Kansas City,MO64105
DARRELL JONES President
40.00 		242,300 16,113  
14450 N US 169 Ste L
Smithville,MO64089
STEPHANIE GOODNIGHT Vice President Opera
40.00 		162,519 7,241  
14450 N US 169 Ste L
Smithville,MO64089
JOSHUA MANN Managing Editor
40.00 		80,659 2,717  
14450 N US 169 Ste L
Smithville,MO64089
JONATHON EDMONDSON Project Manager
40.00 		67,171 3,208  
14450 N US 169 Ste L
Smithville,MO64089
CHIS VAS Content Dir
40.00 		103,343 7,059  
14450 N US 169 Ste L
Smithville,MO64089
ELIABETH ROBERTS Communications Dir
40.00 		103,275 6,694  
14450 N US 169 Ste L
SMITHVILLE,MO64089
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
AARON FULK IT Director
40.00 		134,664 8,957  
14450 N US 169 Ste L
Smithville,MO64089
JAMIE CHAMPLIN Finance Director
40.00 		114,356 7,167  
14450 N US 169 Ste L
Smithville,MO64089
SADIE ELLIOTT Training Director
40.00 		105,988 6,879  
14450 N US 169 Ste L
Smithville,MO64089
SPENCER MARTIN Facilities Manager
40.00 		117,801 6,216  
14450 N US 169 Ste L
Smithville,MO64089
MICHAEL RYAN Exec Editor of Pubs
40.00 		105,218 6,296  
14450 N US 169 Ste L
Smithville,MO64089
Total number of other employees paid over $50,000...................right arrow 4
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
The Prosper Group AdvertisingMedia Services 670,463
P O Box 488
Greenwood,IN46142
Bryan Cave Leighton Pai Legal Services 186,788
P O Box 503089
Saint Louis,MO63150
American Philanthropic LLC Trainnig DevelopmentConsu 119,450
P O Box 1480
Hockessin,DE19707
Focal Design Studio ArchitecturalDesign Servi 618,061
1722 Main St
Kansas City,MO64108
Bill of Rights Institute Trainging DevelopmentFaci 91,600
1310 N Courthouse Road Ste 620
Arlington,VA22201
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 The organization made grants to schools and other organizations Also includes 60000 awared in connection with Excellence in Education Awards program part of 2 and awards for essay contest winners 6,083,234
2 The organization devleop and delivered training programs and resouces to the staff and leaders of Christian schools including trainingboot camps SchoolBox ReadLion ESA Program and Mourning Routine 3,688,556
3 The orgnaization created and pubilshed materials news stories podcasts and videos that were made available to Christiant schools and general public audiences 1,136,234
4  
Part VIII-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 0
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
321,316,932
b
Average of monthly cash balances.......................
1b
10,533,259
c
Fair market value of all other assets (see instructions)................
1c
298,705
d
Total (add lines 1a, b, and c).........................
1d
332,148,896
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
 
3
Subtract line 2 from line 1d.........................
3
332,148,896
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,982,233
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
327,166,663
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,358,333
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
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
15,865,601
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,882,238
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
17,747,839
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,870,588
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 17,747,839
a Applied to 2022, but not more than line 2a 8,870,588
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 2023 distributable amount.....  
e Remaining amount distributed out of corpus 8,877,251
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,877,251
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,877,251
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 8,877,251
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
0 2,788,221 6,253,200 9,355,601 18,397,022
b 85% (0.85) of line 2a .........   2,369,988 5,315,220 7,952,261 15,637,469
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		17,747,839 19,804,786 14,964,935 1,896,382 54,413,942
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		6,083,234 3,468,229 615,000 242,500 10,408,963
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		11,664,605 16,336,557 14,349,935 1,653,882 44,004,979
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		10,905,555 11,029,830 11,623,755 7,906,849 41,465,989
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList 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).)
NONE
bList 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
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KRISTN ANSLEY
14450 N US 169 Hwy Ste L
Smithville,MO64089
bThe form in which applications should be submitted and information and materials they should include:
No specific form at this time
cAny submission deadlines:
No specific deadlines at this time
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
No specific provisions developed at this time
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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)
aPaid during the year

St Teresa's Academy

5600 Main Street
Kansas City,MO64113 		  PC Scholarships 2,500

Bishop Leblond

3925 Frederick Ave
Saint Joseph,MO64506 		  PC Scholarships 7,500

St Joseph Christian School

5401 Gene Field Road
Saint Joseph,MO64506 		  PC Scholarships 17,500

St Paul Lutheran School

4715 Frederick Ave
Saint Joseph,MO64506 		  PC Scholarships 32,500

Cathedral School of St Joseph

519 N 10th Street
Saint Joseph,MO64501 		  PC Scholarships 7,500

St Francis Xavier School

2618 Seneca St
Saint Joseph,MO64507 		  PC Scholarships 10,000

Herzog Resource Management

105 NE 188th Street
Smithville,MO64089 		  SO I General Support 3,270,400

VELA Education Fund

4201 Wilson Blvd
Arlington,VA22203 		  PC General Support 300,000

Various (20) Bill of Rights Essay Contest Awards

14450 N US 169 Ste L
Smithville,MO64089 		None   Essay Contest Awards 2,600

Martin Luther Academy

7112 N Overland Drive
Kansas City,MO64151 		  PC General Support 112,500

Lutheran High School of Kansas City

12411 Wornall Road
Kansas City,MO64145 		  PC General Support 25,000

Benedictine College

1020 N 2nd St
Atchison,KS66002 		  PC General Support 25,000

St Joseph Christian School

5401 Gene Field Road
Saint Joseph,MO64506 		  PC General Support 150,000

St Joseph Catholic Academy

3529 Frederick Ave
Saint Joseph,MO64506 		  PC General Support 10,000

Bethany Lutheran School

9101 Lamar Ave
Overland Park,KS66207 		  PC General Support 5,000

Our Savior Christian Academy

1103 South Commercial Ave
Smithville,MO64089 		  PC General Support 20,000

Northland Christian School

10500 N Arrowhead Trafficway
Kansas City,MO64155 		  PC General Support 380,000

Tri-City Christian School

302 N Emerald Drive
Vista,CA92083 		  PC General Support 100,000

Immanuel Christian School

6915 Braddock Road
Springfield,VA22151 		  PC General Support 270,000

Providence School of the Arts

5809 Michigan Ave
Kansas City,MO64130 		  PC General Support 50,000

St Joseph Christian School

5401 Gene Field Road
Saint Joseph,MO64506 		  PC General Support 594,075

Overland Christian Schools

7016 W 74th St
Overland Park,KS66204 		  PC General Support 130,000

Grand View Christian School

1701 E 33rd St
Des Moines,IA50317 		  PC Microgrant 9,000
MARK WILSON


28045 Bena Ct
Santa Clarita,CA91350 		None I Microgrant 2,500
ADAM LOCKRIDGE


12701 E 63rd St
Kansas CIty,MO64133 		None I Microgrant 1,750
CHRISTOPHER MURPHY


5109 Walnut Ridge Dr
Des Moines,IA50317 		None I Microgrant 3,600
LARRY CLARK


725 Napa Lane
Saint Charles,MO63304 		None I MicroGrant 1,600
DANNY DECKER


18991 Jaguar Rd
Neosho,MO64850 		None I Microgrant 2,950

Northern Hills Christian Academy

17211 NE 18th St
Holt,MO64048 		  PC Microgrant 4,875

Mount Tabor School of the Liberal Arts

3015 Forest Ave
Kansas City,MO64109 		  PC Microgrant 4,375

College Heights Christian School

4311 Newman Rd
Joplin,MO64801 		  PC Microgrant 7,375

Pleasant View Christian School

160 Hicks Edgen Rd
Pleasant View,TN37146 		  PC Microgrant 6,250

Santa Clarita Christian School

27249 Luther Dr
Santa Clarita,CA91351 		  PC Microgrant 7,375

Warriors Christian Academy

3005 Blue Ridge Dr
Cedar Park,TX78613 		  PC Microgrant 3,750

North County Christian School

845 Dunn Rd
Florissant,MO63031 		  PC Microgrant 4,000
LAURA VEVERKA


19868 N Raum Road
Lawson,MO64062 		None I Microgrant 1,950
SCOTT MACZUGA


119 Miller Creek Bluff
Cedar Park,TX78613 		None I Micro Grant 1,500

St Peter School

314 W High St
Jefferson City,MO65101 		  PC Excellence in Education Grant 2,500

Anchor Christian Academy

530 Milton Road
Lancaster,PA17602 		  PC Excellence in Education Grant 2,500

Immanuel Christian School

6915 Braddock Road
Springfield,VA22151 		  PC Excellence in Education Grant 2,500

School of the Ozarks

P O Box 17
Point Lookout,MO65726 		  PC Excellence in Education Grant 2,500

Grand View Christian School

1701 E 33rd St
Des Moines,IA50317 		  PC Excellence in Education Grant 2,500

Victory Christian Academy

600 West Mulberry
Decatur,TX76234 		  PC Excellence in education grant 2,500
CHERYL CROUCH


1522 Oakwood Dr
Denton,TX76205 		None I Excellence in education grant 2,500

Annapolis Christian Academy

3875 South Staples St
Corpus Christi,TX78411 		  PC Excellence in education grant 2,500
MACKENZIE STEWART


1509 B Chenoweth
Decatur,TX76234 		None I Excellence in education grant 2,500
ASHLEY SKINNER


2455 SE 88th St
Runnells,IA50237 		None I Excellence in education grant 2,500
JANELLE RUPP


2350 Ellis Rd NW
Kennesaw,GA30152 		None I Excellence in education grant 2,500
KYLE RAPINCHUK


331 Walkington Lane
Branson,MO65616 		None I Excellence in education grant 2,500
JACOB KOUNTER


5801 Rexford Drive Ste F
Springfield,VA22152 		None I Excellence in education grant 2,500
BRUCE HOOVER


44 Church Street
Lititz,PA17543 		None I Excellence in education grant 2,500
TANYA DALLMEYER


3012 Schott Road
Jefferson City,MO65101 		None I Excellence in Education Grant 2,500
DIANE CARTER


902 Egyptian Drive
Corpus Christi,TX78412 		None I Excellence in education grant 2,500

North Cobb Christian School

4500 Eagle Drive
Kennesaw,GA30144 		  PC Excellence in education grant 2,500

Denton Calvary Academy

1910 E University Dr
Denton,TX76209 		  PC Excellence in education grant 2,500
JOSEPH COX


10 Ashbrook Dr
Saint Peters,MO63376 		None I Excellence in education grant 2,500

Lutheran High School South

9515 Tesson Ferry Rd
Saint Louis,MO63123 		  PC Excellence in education grant 2,500
SARAH MURPHY


25214 NE Dublin Rd
Battle Ground,WA98604 		None I Excellence in education grant 2,500

King's Way Christian School

3606 NE 78th St
Vancouver,WA98665 		  PC Excellence in education grant 2,500

Lake Country Lutheran School

401 Campus Drive
Hartland,WI53029 		  PC Excellence in education grant 2,500
MARK NEWMAN


1142 Oriole Dr
Oconomowoc,WI53066 		None I Excellence in education grant 2,500

Home Educators Association of Virginia

2100 W Laburnum Ave Ste 108A
Richmond,VA23227 		  PC Conference Sponsorship 3,500

First Liberty Institute

2001 W Plano Parkway Ste 1600
Plano,TX75075 		  PC General Support 25,000

Answers in Genesis

P O Box 510
Hebron,KY41048 		  PC General Support 35,000

National Fire Safety Council Inc

341 Park Drive
Smithville,MO64089 		  PC Sponsorship 240

Texas Home School Coalition

P O Box 6747
Lubbock,TX79493 		  PC General Support 40,500

Smithville Area Chamber of Commerce

105 W Main St
Smithville,MO64089 		  PC Event Sponsorship 206

Show-Me Institute

5297 Washington Place
Saint Louis,MO63108 		  PC General Support 65,000

American Philanthropic LLC

P O Box 1480
Hockessin,DE19707 		  PC Conference Sponsorship 2,500

HSLDA

One Patrick Henry Circle
Purcellville,VA20132 		  PC Conference Sponsorship 5,000

Smithville Community in Action

P O Box 771
Smithville,MO64089 		  PC Event Sponsorship 500

Philanthropy Roundtable

1120 20th St NW Ste 550 South
Washington,DC20036 		  PC General Support 60,000

Smithville Area Chamber of Commerce

105 W Main
Smithville,MO64089 		  PC Event Sponsorship 500

Council for National Policy

444 N Capitol St NW Ste 830
Washington,DC20001 		  PC General Support 6,000

Grace Community Church

P O Box 917
Smithville,MO64089 		  PC Event Sponsorship 250

Kozak's Laketown Grill

1018 S Hwy 169
Smithville,MO64089 		  PC Charity Golf Tournament Support 250

Children's Educaton Alliance of Missouri

1310 Papin St Ste 106
Saint Louis,MO63103 		  PC Event Sponsorship 1,500

Great Plains Alliance of Christian Schools

1500 SW Jefferson St
Lees Summit,MO64081 		  PC Event Sponsorship 6,000

Homeschool Louisiana

2651 Jefferson Drive
Hammond,LA70403 		  PC Event Sponsorship 1,500

Invest in Education Foundation

43 Crystal Lake
Delmar,NY12054 		  PC General Support 50,000

Iowa Association of Christian Schools

P O Box 12028
Des Moines,IA50312 		  PC Event Sponsorship 5,000

Freedom Foundation

P O Box 552
Olympia,WA98507 		  PC Teacher Freedom Support Sponsorship 25,000

St Joseph Christian School

5401 Gene Field Rd
Saint Joseph,MO64506 		  PC General Support Land Grant 104,863
Total .................................right arrow 3a 6,083,234
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot 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 ............ 		         
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) ..      
13Total. Add line 12, columns (b), (d), and (e)..................
13
 
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017731
Software Version: ta23mefv1.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Stanley M Herzog Charitable Foundation
 
Employer identification number

81-4698720
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Stanley M Herzog Charitable Foundation
  		Employer identification number
81-4698720
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Stanley M Herzog Trust
 
700 South Riverside Road Ste 200
 
Saint Joseph, MO64507

$ 136,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
St Joseph Christian School
 
5401 Gene Field Rd
 
Saint Joseph, MO64507

$ 15,568


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Stanley M Herzog Charitable Foundation
  		Employer identification number

81-4698720
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Unimproved Land $ 136,000 2023-09-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 Unimproved Land $ 15,568 2023-09-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Stanley M Herzog Charitable Foundation
  		Employer identification number

81-4698720
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017731
Software Version: ta23mefv1.0

TY 2023 AccountingFeesSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UHY 25,701   25,701 25,701

TY 2023 InvestmentsCorpBondsSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Name of Bond End of Year Book Value End of Year Fair Market Value
See Attached Schedule Corporate Bonds 104,098,126 102,295,368
See Attached Schedule Foreign Bonds 4,736,386 4,525,202

TY 2023 InvestmentsCorpStockSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
See Attached Schedule Wells Fargo 58,884,610 67,963,172
See Attached Schedule Goldman Sachs 15,370,289 16,810,863

TY 2023 InvestmentsGovtObligationsSch
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
US Government Securities - End of Year Book Value:

52,018,027
US Government Securities - End of Year Fair Market Value:

52,550,325
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Flint Hills Founders IV AT COST 301,921 294,000
Stewartsville Land AT COST 252,000 252,000
Northpoint Industrial Fun AT COST 3,750,000 3,750,000
Genefield Rd St Joe Land AT COST 46,705 46,705
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    
  FMV    

TY 2023 LandEtcSchedule2
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Building 16,778,527 524,329 16,254,198 16,254,198
Cabin Project 4,874,099 40,617 4,833,482 4,833,482
Vehicles 124,634 34,290 90,344 90,344
Equipment 18,381 5,208 13,173 13,173
Furniture Fixtuers HQ 813,531 145,274 668,257 668,257
Land HQ Cabins 293,330   293,330 293,330
Lodge Project 1,041,075   1,041,075 1,041,075
Furniture Cabins 107,185 5,104 102,081 102,081
2023 Equipment HQ 47,246 4,375 42,871 42,871
2023 HQ Furniture 140,990   140,990 140,990
2023 Building Improvements 229,841 958 228,883 228,883


TY 2023 LegalFeesSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bryan Cave 186,788   186,788 186,788
Law Office of James C Th 64,114   64,114 64,114
Withers Brant Igoe Mu 18,424   18,424 18,424
Holtzman Vogel Baran Torc 16,630   16,630 16,630
Graves Garrett LLC 20,883   20,883 20,883
Forvis LLP 12,600   12,600 12,600


TY 2023 OtherAssetsSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Promissory Note 124,907,063 68,079,256 68,079,256
Interset Receivable on Purchased Bonds 221,735 172,306 172,306


TY 2023 OtherDecreasesSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Description Amount
IRS Payment and related e 255,879
Capital Losses 1,345,910


TY 2023 OtherExpensesSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
See Attached Schedule 5,759,428 17,710 5,759,428 5,741,719


TY 2023 OtherIncomeSchedule2
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Refund of 2122 RE Taxes 79,071   79,071


TY 2023 OtherProfessionalFeesSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EL Corp 30,000   30,000 30,000
Goodnight Hewins COMBINE 5,571   5,571 5,571
Flint Hills Man Fee 31,915 31,915 31,915  
Excellence in Giving LLC 72,500   72,500 72,500
Focal Design Studio LLC 55,228   55,228 55,228
Ritzman Security and Cons 6,900   6,900 6,900
Rockwell Security 28,231   28,231 28,231
Kansas CIty First Aid LLC 1,050   1,050 1,050
Inv Man Fees Wells Fa 552,536 552,536 552,536  
Inv Man Fees Goldman 37,794 37,794 37,794  


TY 2023 TaxesSchedule
Name:
Stanley M Herzog Charitable Foundation
EIN:
81-4698720
Software ID:
23017731
Software Version:
ta23mefv1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Buchanan Co RE Taxes 653   653 653
Stewartsvilel RE Taxes 11   11 11