Skip to content
Nonprofiteer
← LOUIS AND FRANCES SWINKENFOUNDATION

Form 990 for tax year 2024

Filed by LOUIS AND FRANCES SWINKENFOUNDATION.

Totals

Total revenue
$41,221
Total expenses
$59,733
Contributions and grants received
$0
Grants paid
$46,300
Program service revenue
$0
Investment income
$41,221
Other revenue
$0
Total assets, end of year
$1,006,608
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,006,608
Program services expenses (Part IX)
$46,300
Management and general expenses
$13,433
Fundraising expenses
$0
Program service expenses (Part III)
$46,300

Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $13,537 · excluded $13,537

  • 7a · Gross sales of assets other than inventory

    securities $27,684

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $27,684

  • 7d · Net gain or loss

    total $27,684 · excluded $27,684

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,300 · program services $46,300

  • 11f · Fees: investment management

    total $4,588 · management and general $4,588

  • 11g · Fees: other

    total $8,845 · management and general $8,845

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $979,481 · end of year $1,006,608

  • 27 · Net assets without donor restrictions

    beginning of year $979,481 · end of year $1,006,608

Mission and programs · 2024

Mission

THE ORGANIZATION IS DESIGNED TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) AND SECTIONS 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES. IT SUPPORTS ACTIVITIES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, OR CARRIES OUT THE PURPOSES OF, THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

Activities or mission (Part I)

TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS, SPECIFICALLY THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

  • PROVIDED SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH SERVE HUMAN NEEDS BY ADVANCING CONSTRUCTIVE PROJECTS.

    Expenses $46,300 · Grants $46,300

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Allan Reichman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Alice Jacks Achtenberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ellen Kort

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joshua Stein

    SECRETARY/TREASURER

    Total calculated
    $203,001
    From this org
    $0
    From related orgs
    $186,393
    Other
    $16,608
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,393 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,456 related
    Nontaxable benefits
    $0 + $9,152 related
    Filer's total
    $0 + $203,001 related

  • Kevin Taylor

    CFO

    Total calculated
    $138,692
    From this org
    $0
    From related orgs
    $119,921
    Other
    $18,771
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
JOSHUA STEIN IS THE PRESIDENT AND CEO OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY AND IS COMPENSATED BY THAT ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • JEWISH COMMUNITY CENTER

    $6,000

    TO SUPPORT THE 2025-26 SEASON. PLEASE APPLY $1,000 TO THE KINNOR PRODUCTIONS. GRANT IS IN RESPONSE TO A REQUEST TO THE LOUIS AND FRANCES SWINKEN SUPPORTING FOUNDATION.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
21 October 2025
IRS schema version
2024v5.2
Source object
202523009349300832

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.