O JACK PRINTZ CHARITABLE FOUNDATION TRUST FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- O JACK PRINTZ CHARITABLE FOUNDATION TRUST FUND (EIN 43-6306546)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-01-02
- IRS object ID
- 202410129349100156
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-02T10:00:30-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436306546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O JACK PRINTZ CHARITABLE FOUNDATION 10014600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIN | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-12-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $958,971 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $609,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $101 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $16,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,276 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,138 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,138 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $294 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,913 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,222 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $827,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $817,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $950,749 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $868,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $825,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $958,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $868,272 | CapitalStockBOYAmt |
| Capital Stock EOY | $825,231 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $868,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $825,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $868,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $825,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $868,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $309 | OtherIncreasesAmt |
| Subtotal | $825,299 | SubtotalAmt |
| Other Decreases | $68 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $825,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20140.01 VANGUARD INTRM BND IDX-ADM | 2022-08-29 | 2022-10-06 | $200,796 | $211,067 | -$10,271 | -$10,271 | |
| 7075.301 VANGUARD HI YLD CORP-ADM | 2022-08-29 | 2022-10-06 | $35,872 | $37,145 | -$1,273 | -$1,273 | |
| 11. AMERICAN TOWER CORP | 2020-05-06 | 2022-10-19 | $2,100 | $2,618 | -$518 | -$518 | |
| 2187. BGF INTERNATIONAL ALPHA-INST | 2020-08-10 | 2022-11-03 | $21,105 | $31,952 | -$10,847 | -$10,847 | |
| 1400.839 OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2022-11-03 | $28,535 | $31,603 | -$3,068 | -$3,068 | |
| 862.834 NUANCE MID CAP VALUE-INST | 2018-03-26 | 2022-11-03 | $10,509 | $9,881 | $628 | $628 | |
| 33. BLACKSTONE INC | 2021-07-07 | 2022-12-08 | $2,608 | $3,198 | -$590 | -$590 | |
| 19. SALESFORCE INC | 2019-07-08 | 2022-12-08 | $2,469 | $3,013 | -$544 | -$544 | |
| 7. CATERPILLAR INC | 2020-10-07 | 2023-01-18 | $1,771 | $1,085 | $686 | $686 | |
| 26. DISNEY WALT HOLDING CO | 2012-06-06 | 2023-01-18 | $2,572 | $1,182 | $1,390 | $1,390 | |
| 52. DEVON ENERGY CORP | 2022-01-25 | 2023-02-22 | $2,768 | $2,667 | $101 | $101 | |
| 14. DEERE & CO | 2022-02-16 | 2023-04-21 | $5,416 | $5,476 | -$60 | -$60 | |
| 26. PRINCIPAL FINANCIAL GROUP | 2022-10-19 | 2023-04-21 | $1,955 | $2,050 | -$95 | -$95 | |
| 133. US BANCORP | 2022-09-20 | 2023-04-21 | $4,450 | $6,253 | -$1,803 | -$1,803 | |
| 560.515 CHAMPLAIN MID CAP FUND-INST | 2019-05-28 | 2023-04-24 | $12,180 | $10,857 | $1,323 | $1,323 | |
| 97.011 MFS INSTL INTL EQUITY FUND | 2022-11-03 | 2023-04-24 | $3,115 | $2,464 | $651 | $651 | |
| 878.678 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2023-04-24 | $11,124 | $9,920 | $1,204 | $1,204 | |
| 2676.209 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-04-24 | $25,986 | $25,049 | $937 | $937 | |
| 998.723 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2023-04-24 | $14,911 | $14,303 | $608 | $608 | |
| 16. AMERICAN WATER WORKS CO INC | 2022-09-20 | 2023-05-17 | $2,294 | $2,334 | -$40 | -$40 | |
| 2. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-05-17 | $287 | $237 | $50 | $50 | |
| 18. CATERPILLAR INC | 2020-10-07 | 2023-05-17 | $3,815 | $2,689 | $1,126 | $1,126 | |
| 14. UNION PACIFIC CORP | 2018-11-07 | 2023-05-17 | $2,783 | $2,042 | $741 | $741 | |
| 9. AMGEN INC | 2022-12-08 | 2023-06-21 | $2,044 | $2,568 | -$524 | -$524 | |
| 7. ELEVANCE HEALTH INC | 2022-02-16 | 2023-06-21 | $3,125 | $3,214 | -$89 | -$89 | |
| 52. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $2,487 | $2,719 | -$232 | -$232 | |
| 18617.099 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-07-12 | $177,607 | $174,256 | $3,351 | $3,351 | |
| 8. ALPHABET INC | 2021-10-06 | 2023-08-18 | $1,018 | $1,097 | -$79 | -$79 | |
| 33. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $3,159 | $3,369 | -$210 | -$210 | |
| 27. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-08-18 | $3,825 | $3,599 | $226 | $226 | |
| 46. REALTY INCOME CORP | 2022-09-20 | 2023-08-18 | $2,619 | $2,904 | -$285 | -$285 | |
| 19. REALTY INCOME CORP | 2019-08-07 | 2023-08-18 | $1,082 | $1,359 | -$277 | -$277 | |
| 22. TEXAS INSTRUMENTS INC | 2013-03-13 | 2023-08-18 | $3,667 | $778 | $2,889 | $2,889 | |
| 16. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $1,222 | $1,432 | -$210 | -$210 | |
| 65. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-08-31 | $2,276 | $3,451 | -$1,175 | -$1,175 | |
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,650 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,629 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $372 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $95 | OverpaymentAmt |
| Applied To ES Tax | $95 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,276 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $954,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,423 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $987,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $987,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $972,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $277 | TotalTaxAmt |
| Distributable Before Adj | $48,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,340 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,742 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,742 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $40,402 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VILLAGE SHALOM | |||||||
| 5500 W 123RD ST | LEAWOOD | KS | 66209 | NONE | PC | YEAR END DISTRIBUTION PER | $22,371 |
| MENORAH HERITAGE FOUNDATION | |||||||
| 5801 W 115TH ST STE 104 | OVERLAND PARK | KS | 66211 | NONE | PC | YEAR END DISTRIBUTION PER | $22,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,742 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,832 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $68 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND INCOME TIMING ADJ | Desc |
| Amt | $309 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $257 | $257 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $37 | $37 | $0 |