Civic Intelligence

Ronald D Deffenbaugh Foundation C/O Charles E Wetzler - Trustee

990PF • Fiscal year 2023 • EIN 26-6095573

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
4501 West 135th StreetLeawood, KS 66224

(913) 814-3830

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-9.2%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$86,336,660

Up $12,574,302 (+17%) from 2022

Net Assets

Up

$86,221,660

Up $12,459,302 (+17%) from 2022

Liabilities

Up

$115,000

Up $115,000 from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Down

$8,491,522

Down $859,761 (-9.2%) from 2022

Expenses

Down

$4,010,898

Down $530,284 (-12%) from 2022

Net Income

Down

$4,480,624

Down $329,477 (-6.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $7,399,503Liabilities 2010: $0Net Assets 2010: $7,399,5032010Assets 2011: $12,073,466Liabilities 2011: $0Net Assets 2011: $12,073,4662011Assets 2012: $16,136,850Liabilities 2012: $0Net Assets 2012: $16,136,8502012Assets 2013: $17,239,195Liabilities 2013: $0Net Assets 2013: $17,239,1952013Assets 2014: $21,596,664Liabilities 2014: $491,505Net Assets 2014: $21,105,1592014Assets 2015: $27,640,362Liabilities 2015: $0Net Assets 2015: $27,640,3622015Assets 2016: $35,971,726Liabilities 2016: $0Net Assets 2016: $35,971,7262016Assets 2017: $47,117,964Liabilities 2017: $0Net Assets 2017: $47,117,9642017Assets 2018: $47,693,528Liabilities 2018: $10,025Net Assets 2018: $47,683,5032018Assets 2019: $59,442,486Liabilities 2019: $13,234Net Assets 2019: $59,429,2522019Assets 2020: $67,494,593Liabilities 2020: $5,309Net Assets 2020: $67,489,2842020Assets 2021: $81,382,924Liabilities 2021: $6,253Net Assets 2021: $81,376,6712021Assets 2022: $73,762,358Liabilities 2022: $0Net Assets 2022: $73,762,3582022Assets 2023: $86,336,660Liabilities 2023: $115,000Net Assets 2023: $86,221,6602023Assets 2024: $95,591,405Liabilities 2024: $0Net Assets 2024: $95,591,4052024

Highlighted filing

2023

Assets$86,336,660
Liabilities$115,000
Net Assets$86,221,660
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Expenses 2010: $185,1462010Expenses 2011: $1,298,2722011Expenses 2012: $943,5352012Revenue 2013: $3,734,341Expenses 2013: $2,397,398Net Income 2013: $1,336,9432013Revenue 2014: $4,371,810Expenses 2014: $1,238,717Net Income 2014: $3,133,0932014Revenue 2015: $8,760,637Expenses 2015: $2,055,398Net Income 2015: $6,705,2392015Revenue 2016: $7,042,865Expenses 2016: $394,870Net Income 2016: $6,647,9952016Revenue 2017: $8,796,907Expenses 2017: $751,398Net Income 2017: $8,045,5092017Revenue 2018: $8,496,705Expenses 2018: $2,284,397Net Income 2018: $6,212,3082018Revenue 2019: $10,086,306Expenses 2019: $3,148,131Net Income 2019: $6,938,1752019Revenue 2020: $8,014,275Expenses 2020: $2,863,411Net Income 2020: $5,150,8642020Revenue 2021: $10,456,735Expenses 2021: $3,540,429Net Income 2021: $6,916,3062021Revenue 2022: $9,351,283Expenses 2022: $4,541,182Net Income 2022: $4,810,1012022Revenue 2023: $8,491,522Expenses 2023: $4,010,898Net Income 2023: $4,480,6242023Revenue 2024: $9,256,378Expenses 2024: $4,451,692Net Income 2024: $4,804,6862024

Highlighted filing

2023

Revenue$8,491,522
Expenses$4,010,898
Net Income$4,480,624
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$0--
-TrusteePT$0--
-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ronald D Deffenbaugh Foundation CO Charles E Wetzler - Trustee
EIN
26-6095573
Phone
9138143830
Address
4501 West 135th Street, Leawood, KS 66224

Signing Officer

Name
Charles E Wetzler
Title
Trustee
Phone
9138143830
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael Engle
Phone
8162216300
Raw XML AppendixShowing 400 of 606 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt09660
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FORVIS MAZARS, LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09563
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VERIZON COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GOLDMAN SACHS GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SHELL INTERNATIONAL FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4WELLS FARGO & COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ENTERPRISE PRODUCTS OPER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CVS HEALTH CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10AMAZON.COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11AT&T
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt028594
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt147031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt229521
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt329036
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt429561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt519111
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt628621
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt738232
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt829736
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt928542
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1028835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1127738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt028594
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt147031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt229521
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt329036
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt429561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt519111
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt628621
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt738232
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt829736
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt928542
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1028835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1127738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024444722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245968244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31905980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt024444722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245968244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31905980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1TD AMERITRADE - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SCHWAB - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CROSSFIRST BANKSHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0582313
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0582313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0504156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2411431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3905805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42350811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51049524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6144417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7747761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE STRAT VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STRATEGIC V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AG MORTGAGE VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3RENAISSANCE ACCESS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4OAK STREET FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5NB COINVEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BX STRATEGIC PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCULPTOR ACCESS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0504156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2411431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3905805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42350811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51049524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6144417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7747761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02012239
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0437423
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01374
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02451036
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02451036
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09660
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0437423
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02705500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02820500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06040486
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02012239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02012239
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04480624
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04741682
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05104
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05104
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0437423
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01797800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt034267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0502594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0538675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01041269
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt075093
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0100093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03217657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0653236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04010898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02451036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08491522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0512157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0653236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01190398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt238314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3121399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4101903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5567658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63435091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1101923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2195017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-5700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-15438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-3930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8166480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1101923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2195017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-5700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-15438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-3930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8166480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1101923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2195017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt329546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt438960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5105961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt697973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7570731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83601571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM PARTNERSHIP GAIN OR LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM PARTNERSHIP GAIN OR LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TD AMERITRADE 4826 LONG TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL LYYNCH 4210 SHORT TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL LYNCH 4210 LONG TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MERRILL LYNCH 4210 SHORT TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL LYNCH 4104 SHORT TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERRILL LYNCH 4104 LONG TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0437423
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04480624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07978678
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt086221660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt073762358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt086221660
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03744866
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03744866
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03744866
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03769855
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024989
IRS990PF/DistributableAmountGrp/TotalTaxAmt024989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt036848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt036848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt061837
IRS990PF/FMVAssetsEOYAmt086335255
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06201174
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04823641
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04823641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0340260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0364558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0364558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt059885828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt072318946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt072318946
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0115000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt051747
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt057796
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt057796
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05200447
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06119536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06118131
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01397432
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01397432
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01397432
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt073762358
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt086221660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01525316
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0672438
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0672438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt073762358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt086336660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt086335255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0115000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt073762358
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt086336660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt073762358
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt086221660
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0557586
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0582313
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0582313
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt076545275
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04029937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067232180
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01148179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05283158
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03769855
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt075397096
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt076545275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RDD FAMILY OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2TD AMERITRADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3SAGEVIEW ADVISORY GROUP LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0670125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1161604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2114608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt352457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 482146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1540 W MADISON STREET STE 2000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2PO BOX 2209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt34000 MACARTHUR ST 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2OMAHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd064148
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160661
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd268103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd392660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CHARLES E WETZLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1MARK O ROSENAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2GEORGE MCGREW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04501 West 135th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14501 West 135th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24501 West 135th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Leawood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Leawood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Leawood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd066224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd166224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd266224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03217657
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03217657
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,336,660
Liabilities
$115,000
Net assets
$86,221,660
Revenue
$8,491,522
Expenses
$4,010,898
Net income
$4,480,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.6$0.00$95.6$9.26$4.45$4.80
2023Detailed filing. Detailed filing data is available for this year.$86.3$0.12$86.2$8.49$4.01$4.48
2022Detailed filing. Detailed filing data is available for this year.$73.8$0.00$73.8$9.35$4.54$4.81
2021Detailed filing. Detailed filing data is available for this year.$81.4$0.01$81.4$10.5$3.54$6.92
2020Detailed filing. Detailed filing data is available for this year.$67.5$0.01$67.5$8.01$2.86$5.15
2019Detailed filing. Detailed filing data is available for this year.$59.4$0.01$59.4$10.1$3.15$6.94
2018Detailed filing. Detailed filing data is available for this year.$47.7$0.01$47.7$8.50$2.28$6.21
2017Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$8.80$0.75$8.05
2016Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$7.04$0.39$6.65
2015Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$8.76$2.06$6.71
2014Detailed filing. Detailed filing data is available for this year.$21.6$0.49$21.1$4.37$1.24$3.13
2013Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$3.73$2.40$1.34
2012Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.94
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.30
2010Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.19