| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 3,890 | 1,945 | 1,945 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
KANSAS MEDICAL SOCIETY |
623 SW 10TH AVE TOPEKA,KS66612 |
2025-12-22 | 14,000 | THE GRANT IS IN SUPPORT OF THE PROFESSIONALS HEALTH PROGRAM (PHP). THIS PROGRAM SERVES PHYSICIANS AND PHYSICIAN ASSISTANTS IN AREAS OF CONCERN THAT IMPACT THE LIVES OF THOSE CARING FOR PATIENTS. AREAS CONCERN INCLUDE MENTAL/EMOTIONAL HEALTH, PHYSICAL HEALTH, SUBSTANCE USE/MISUSE/ADDICTION DISORDERS, PROCESS ADDICTIONS, DISRUPTIVE BEHAVIOR, BURNOUT, WELLNESS. THE GRANT FROM KAMMCO FOUNDATION WAS USED FOR RETREATS THAT SUPPORT PARTICIPANTS IN THEIR JOURNEY THROUGH RECOVERY. | 14,000 | NONE | 5/12/2026 | KAMMCO FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. |
| Identifier | Return Reference | Explanation |
|---|---|---|
| INFORMATION REGARDING FOUNDATION MANAGERS | FORM 990PF, PART XIV, LINE 1 | MARK BRADY, MD, JERRY SLAUGHTER, JAY GILBAUGH, MD, RACHELLE COLOMBO, AND LADONA SCHMIDT, MD, ARE CONSIDERED SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION ACCORDING TO IRC SECTION 507(D)(2), AS EACH OF THESE FOUNDATION MANAGERS SERVE AS DIRECTORS OR OFFICERS OF KANSAS MEDICAL MUTUTAL INSURANCE CO, A SUBSTANTIAL CONTRIBUTOR OF KAMMCO FOUNDATION. |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| COREFIRST - MUTUAL FUND - GOVT /SHORT-VANGUARD ST TREAS FUND ADM | FMV | 206,229 | 206,229 |
| COREFIRST - MUTUAL FUND-GOVT/INTERM-VANGUARD INTER TERM TREAS ADM | FMV | 516,034 | 516,034 |
| COREFIRST - MUTUAL FUNDS - TIPS - VANGUARD ST INTL PROT SEC ID FD-ADM | FMV | 203,298 | 203,298 |
| COREFIRST - MUTUAL FUND-F/I CORE-BAIRD AGGREGATE BOND FUND | FMV | 515,023 | 515,023 |
| COREFIRST-MUTUAL FUND-F/I MULTISECTOR-PIMCO INCM FUND INST | FMV | 311,613 | 311,613 |
| COREFIRST-MUTUAL FUNDS-VANGUARD SMALL CAP INDEX ADM | FMV | 88,149 | 88,149 |
| COREFIRST-MUTUAL FUNDS-FIRST EAGLE OVERSEAS | FMV | 205,607 | 205,607 |
| COREFIRST-MUTUAL FUNDS-MONDRIAN INTL VAL EQ-DPT | FMV | 88,128 | 88,128 |
| COREFIRST-MUTUAL FUNDS-PZENA EMERGING MARKETS VALUE FD | FMV | 37,234 | 37,234 |
| COREFIRST - MUTUAL FUNDS-SEAFARER OVERSEAS GROWTH & INC FUND | FMV | 64,187 | 64,187 |
| COREFIRST-MUTUAL FUND-UNDISCOVERED MANAGERS BEHAVIORAL YIELD | FMV | 149,957 | 149,957 |
| COREFIRST-MUTUAL FUND-PRIMECAP ODYSSEY AGRESSIVE GROWTH | FMV | 144,421 | 144,421 |
| COREFIRST-MUTUAL FUND-DODGE & COX STOCK FUND | FMV | 250,082 | 250,082 |
| COREFIRST-MUTUAL FUND-VANGUARD VALUE INDEX ADMIRAL | FMV | 81,003 | 81,003 |
| COREFIRST - MUTUAL FUND-F/I CORE- DIAMOND HILL CORE BOND- Y | FMV | 205,546 | 205,546 |
| COREFIRST - MUTUAL FUND- F/I HIGH YELD BRADYWINEGLOBAL HIGH YIELD- IS | FMV | 101,516 | 101,516 |
| COREFIRST-MUTUAL FUND-VANGUARD PRIMECAP ADM | FMV | 174,573 | 174,573 |
| COREFIRST-MUTUAL FUND-CLEARBRIDGE SMALL CAP GROWTH FUND | FMV | 51,806 | 51,806 |
| COREFIRST-MUTUAL FUNDS-KOPERNIK INTERNATIONAL FUND | FMV | 81,605 | 81,605 |
| COREFIRST-MUTUAL FUNDS-OAKMARK INTERNATIONAL SMALL CAP INSTL | FMV | 55,217 | 55,217 |
| COREFIRST-MUTUAL FUNDS-AKRE FOCUS ETF | FMV | 106,454 | 106,454 |
| COREFIRST-MUTUAL FUNDS-APTUS COLLARED INVESTMENT OPP ETF | FMV | 89,586 | 89,586 |
| COREFIRST-MUTUAL FUNDS-AVANTIS INTL SMALL CAP VALUE | FMV | 36,179 | 36,179 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| INTEREST RECEIVABLE | 4,287 | 0 | 0 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | 737 | 0 | 0 | |
| DUES AND SUBSCRIPTIONS | 80 | 0 | 0 |
| Description | Amount |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | 68,088 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT FEES | 16,903 | 16,903 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAXES | 6,400 | 0 | 0 |