RAY AND MARY KLAPMEYER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RAY AND MARY KLAPMEYER CHARITABLE FOUNDATION (EIN 23-7381612)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-01-15
- IRS object ID
- 202500159349100810
- Schema version
- 2023v6.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T20:01:14-06:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
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 | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237381612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY & MARY KLAPMEYER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLAP | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-01-15 | 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 |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,232,480 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $123,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $827,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,008 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $276,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,580 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,651 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,326 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,326 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,038 | 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 | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,072 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,072 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,206 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,448 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,447,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,465,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,210,032 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,460,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,487,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,232,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,460,764 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,487,560 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,460,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,487,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,460,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,487,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,460,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $600 | OtherIncreasesAmt |
| Subtotal | $3,490,863 | SubtotalAmt |
| Other Decreases | $1,002 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,489,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (218 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 286.41 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-09-25 | $286 | $261 | $25 | $25 | |
| 50000. US TREASURY N/B .25% 30 SEP 2023 | 2022-01-28 | 2023-10-02 | $50,000 | $49,346 | $654 | $654 | |
| .3333 VERALTO CORP | 2020-10-07 | 2023-10-13 | $24 | $26 | -$2 | -$2 | |
| 23. BROADCOM INC | 2020-01-08 | 2023-10-18 | $20,383 | $7,119 | $13,264 | $13,264 | |
| 23. LILLY ELI & COMPANY | 2022-01-25 | 2023-10-18 | $13,928 | $5,505 | $8,423 | $8,423 | |
| 330. REALTY INCOME CORP | 2021-01-06 | 2023-10-18 | $16,511 | $20,209 | -$3,698 | -$3,698 | |
| 354. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-10-18 | $10,975 | $14,699 | -$3,724 | -$3,724 | |
| 257.99 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-10-25 | $258 | $235 | $23 | $23 | |
| 21. VERALTO CORP | 2020-10-07 | 2023-10-26 | $1,479 | $1,632 | -$153 | -$153 | |
| 109. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-11-16 | $14,273 | $12,895 | $1,378 | $1,378 | |
| 133. INTERNATIONAL BUSINESS MACHINES CORP | 2021-09-14 | 2023-11-16 | $20,330 | $17,214 | $3,116 | $3,116 | |
| 265.05 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-11-27 | $265 | $241 | $24 | $24 | |
| 16. COSTCO WHOLESALE CORP | 2011-08-09 | 2023-12-26 | $10,782 | $1,175 | $9,607 | $9,607 | |
| 9343.58 DOUBLELINE TTL RTRN BND-I | 2014-02-10 | 2023-12-26 | $82,691 | $105,159 | -$22,468 | -$22,468 | |
| 165. DUKE ENERGY CORP | 2020-08-05 | 2023-12-26 | $15,994 | $13,910 | $2,084 | $2,084 | |
| 237.32 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-12-26 | $237 | $216 | $21 | $21 | |
| 7. LILLY ELI & COMPANY | 2022-01-25 | 2023-12-26 | $3,996 | $1,676 | $2,320 | $2,320 | |
| 21. MCDONALDS CORP | 2020-11-04 | 2023-12-26 | $6,144 | $4,522 | $1,622 | $1,622 | |
| 78. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2023-12-26 | $7,236 | $6,389 | $847 | $847 | |
| 280. PFIZER INC | 2018-08-09 | 2023-12-26 | $7,946 | $10,874 | -$2,928 | -$2,928 | |
| 22. UNITEDHEALTH GROUP INC | 2011-08-09 | 2023-12-26 | $11,438 | $968 | $10,470 | $10,470 | |
| 41. AMAZON COM INC | 2019-01-07 | 2024-01-24 | $6,437 | $3,003 | $3,434 | $3,434 | |
| 66. DUKE ENERGY CORP | 2020-08-05 | 2024-01-24 | $6,240 | $5,467 | $773 | $773 | |
| 437. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2024-01-24 | $38,193 | $25,736 | $12,457 | $12,457 | |
| 242.52 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-01-25 | $243 | $221 | $22 | $22 | |
| 25000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024 | 2017-06-28 | 2024-02-01 | $25,000 | $25,000 | |||
| 14. COSTCO WHOLESALE CORP | 2011-08-09 | 2024-02-21 | $10,092 | $1,028 | $9,064 | $9,064 | |
| 108. STARBUCKS CORP | 2022-09-20 | 2024-02-21 | $10,220 | $9,825 | $395 | $395 | |
| 73. UNITED PARCEL SERVICE INC CLASS B | 2019-03-06 | 2024-02-21 | $10,769 | $7,969 | $2,800 | $2,800 | |
| 43. EATON CORP PLC | 2020-11-04 | 2024-02-21 | $11,891 | $4,578 | $7,313 | $7,313 | |
| 263.97 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-02-26 | $264 | $240 | $24 | $24 | |
| 12. ABBVIE INC | 2020-06-03 | 2024-03-20 | $2,113 | $1,093 | $1,020 | $1,020 | |
| 44. MARKETAXESS HOLDINGS INC | 2024-01-24 | 2024-03-20 | $9,574 | $12,151 | -$2,577 | -$2,577 | |
| 79. UNITED PARCEL SERVICE INC CLASS B | 2019-03-06 | 2024-03-20 | $12,187 | $8,624 | $3,563 | $3,563 | |
| 46. UNITEDHEALTH GROUP INC | 2011-08-09 | 2024-03-20 | $22,657 | $2,025 | $20,632 | $20,632 | |
| 252.3 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-03-25 | $252 | $230 | $22 | $22 | |
| 280.23 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-04-25 | $280 | $255 | $25 | $25 | |
| 275.55 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-05-28 | $276 | $251 | $25 | $25 | |
| 6. ISHARES CORE S&P 500 ETF | 2023-06-01 | 2024-06-20 | $3,283 | $2,541 | $742 | $742 | |
| 167. STARBUCKS CORP | 2022-09-20 | 2024-06-20 | $13,347 | $15,192 | -$1,845 | -$1,845 | |
| 37. EATON CORP PLC | 2020-11-04 | 2024-06-20 | $11,920 | $3,425 | $8,495 | $8,495 | |
| 279.35 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-06-25 | $279 | $254 | $25 | $25 | |
| 75000. US TREASURY NOTE/BOND 3% 30 JUN 2024 | 2022-08-25 | 2024-07-01 | $75,000 | $74,511 | $489 | $489 | |
| 280.98 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-07-25 | $281 | $256 | $25 | $25 | |
| 210. EDWARDS LIFESCIENCES CORP | 2024-01-24 | 2024-07-31 | $13,134 | $15,776 | -$2,642 | -$2,642 | |
| 12. ABBOTT LABORATORIES | 2018-09-05 | 2024-08-13 | $1,299 | $792 | $507 | $507 | |
| 7. ABBVIE INC | 2023-06-01 | 2024-08-13 | $1,336 | $903 | $433 | $433 | |
| 1. ADOBE SYSTEMS INC | 2024-02-21 | 2024-08-13 | $530 | $537 | -$7 | -$7 | |
| 41. ALPHABET INC | 2021-10-06 | 2024-08-13 | $6,726 | $5,623 | $1,103 | $1,103 | |
| 25. AMAZON COM INC | 2023-05-17 | 2024-08-13 | $4,244 | $2,887 | $1,357 | $1,357 | |
| 36. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-13 | $2,320 | $1,144 | $1,176 | $1,176 | |
| 43. APPLE COMPUTER INC | 2023-04-21 | 2024-08-13 | $9,492 | $7,092 | $2,400 | $2,400 | |
| 2. AUTOMATIC DATA PROCESSING INC | 2023-12-26 | 2024-08-13 | $522 | $465 | $57 | $57 | |
| 53. BANK OF AMERICA CORP | 2018-02-12 | 2024-08-13 | $2,030 | $1,654 | $376 | $376 | |
| 5. BERKSHIRE HATHAWAY INC-CL B | 2024-02-21 | 2024-08-13 | $2,150 | $2,040 | $110 | $110 | |
| 3. BLACKROCK INC | 2016-03-02 | 2024-08-13 | $2,561 | $980 | $1,581 | $1,581 | |
| 8. BROADCOM INC | 2020-01-08 | 2024-08-13 | $1,243 | $248 | $995 | $995 | |
| 5. CME GROUP INC | 2024-03-20 | 2024-08-13 | $1,030 | $1,072 | -$42 | -$42 | |
| 11. CHEVRONTEXACO CORP | 2021-03-03 | 2024-08-13 | $1,586 | $1,146 | $440 | $440 | |
| 48. CISCO SYSTEMS INC | 2023-08-18 | 2024-08-13 | $2,166 | $2,658 | -$492 | -$492 | |
| 22. COMCAST CORP-CLASS A | 2023-06-21 | 2024-08-13 | $855 | $896 | -$41 | -$41 | |
| 22. COPART INC | 2024-06-20 | 2024-08-13 | $1,119 | $1,186 | -$67 | -$67 | |
| 4. COSTCO WHOLESALE CORP | 2011-08-09 | 2024-08-13 | $3,442 | $294 | $3,148 | $3,148 | |
| 4. DANAHER CORP | 2020-10-07 | 2024-08-13 | $1,070 | $785 | $285 | $285 | |
| 20. EXXON MOBIL CORP | 2021-07-07 | 2024-08-13 | $2,355 | $1,210 | $1,145 | $1,145 | |
| 7. META PLATFORMS INC-CLASS A | 2023-12-26 | 2024-08-13 | $3,689 | $2,487 | $1,202 | $1,202 | |
| 29. GILEAD SCIENCES INC | 2022-12-08 | 2024-08-13 | $2,141 | $2,595 | -$454 | -$454 | |
| 6. HOME DEPOT INC | 2009-05-13 | 2024-08-13 | $2,101 | $150 | $1,951 | $1,951 | |
| 6. HONEYWELL INTERNATIONAL INC | 2019-05-08 | 2024-08-13 | $1,175 | $1,024 | $151 | $151 | |
| 4. INTUIT INC | 2011-11-01 | 2024-08-13 | $2,578 | $209 | $2,369 | $2,369 | |
| 21. J P MORGAN CHASE & CO | 2023-04-21 | 2024-08-13 | $4,359 | $2,960 | $1,399 | $1,399 | |
| 16. JOHNSON & JOHNSON | 2023-04-21 | 2024-08-13 | $2,533 | $2,601 | -$68 | -$68 | |
| 4. LILLY ELI & COMPANY | 2022-01-25 | 2024-08-13 | $3,625 | $957 | $2,668 | $2,668 | |
| 2. LOCKHEED MARTIN CORP | 2024-02-21 | 2024-08-13 | $1,110 | $854 | $256 | $256 | |
| 6. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-13 | $1,297 | $885 | $412 | $412 | |
| 2. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-08-13 | $1,049 | $1,192 | -$143 | -$143 | |
| 8. MASTERCARD INC - A | 2015-01-08 | 2024-08-13 | $3,657 | $684 | $2,973 | $2,973 | |
| 6. MCDONALDS CORP | 2020-11-04 | 2024-08-13 | $1,616 | $1,292 | $324 | $324 | |
| 7. MERCK & CO. INC. | 2023-08-18 | 2024-08-13 | $795 | $766 | $29 | $29 | |
| 6. MICROSOFT CORP | 2023-04-21 | 2024-08-13 | $2,479 | $1,715 | $764 | $764 | |
| 2. NETFLIX COM INC | 2023-12-26 | 2024-08-13 | $1,294 | $983 | $311 | $311 | |
| 29. NEXTERA ENERGY INC | 2012-07-10 | 2024-08-13 | $2,258 | $497 | $1,761 | $1,761 | |
| 62. NVIDIA CORP | 2023-08-31 | 2024-08-13 | $7,181 | $3,069 | $4,112 | $4,112 | |
| 3. PALO ALTO NETWORKS INC | 2023-11-16 | 2024-08-13 | $989 | $732 | $257 | $257 | |
| 4. PARKER HANNIFIN CORP | 2023-06-21 | 2024-08-13 | $2,279 | $1,501 | $778 | $778 | |
| 5. PAYCHEX INC | 2024-01-24 | 2024-08-13 | $621 | $610 | $11 | $11 | |
| 7. PEPSICO INC | 2013-09-06 | 2024-08-13 | $1,204 | $556 | $648 | $648 | |
| 9. PROCTER & GAMBLE CO | 2016-02-03 | 2024-08-13 | $1,501 | $730 | $771 | $771 | |
| 8. PROLOGIS INC | 2023-05-17 | 2024-08-13 | $977 | $979 | -$2 | -$2 | |
| 61. REGIONS FINANCIAL CORP | 2024-01-24 | 2024-08-13 | $1,263 | $1,174 | $89 | $89 | |
| 3. SALESFORCE INC | 2023-08-18 | 2024-08-13 | $759 | $615 | $144 | $144 | |
| 7. TESLA INC | 2023-12-26 | 2024-08-13 | $1,452 | $1,802 | -$350 | -$350 | |
| 6. TEXAS INSTRUMENTS INC | 2013-07-12 | 2024-08-13 | $1,179 | $225 | $954 | $954 | |
| 9. TRAVELERS COS INC/THE | 2020-10-07 | 2024-08-13 | $1,889 | $1,026 | $863 | $863 | |
| 4. UNION PACIFIC CORP | 2018-02-12 | 2024-08-13 | $946 | $515 | $431 | $431 | |
| 3. UNITEDHEALTH GROUP INC | 2011-08-09 | 2024-08-13 | $1,722 | $132 | $1,590 | $1,590 | |
| 6. VISA INC-CLASS A SHARES | 2023-12-26 | 2024-08-13 | $1,559 | $1,557 | $2 | $2 | |
| 30. WAL MART STORES INC | 2017-11-08 | 2024-08-13 | $2,033 | $903 | $1,130 | $1,130 | |
| 10. WELLTOWER INC | 2023-10-18 | 2024-08-13 | $1,168 | $858 | $310 | $310 | |
| 7. ZOETIS INC | 2024-03-20 | 2024-08-13 | $1,313 | $1,195 | $118 | $118 | |
| 4. ACCENTURE PLC-CL A | 2015-08-05 | 2024-08-13 | $1,271 | $418 | $853 | $853 | |
| 7. EATON CORP PLC | 2019-04-03 | 2024-08-13 | $2,065 | $565 | $1,500 | $1,500 | |
| 9. LINDE PLC | 2018-08-09 | 2024-08-13 | $4,034 | $1,471 | $2,563 | $2,563 | |
| 40000. US TREASURY NOTE/BOND 2.375% 15 AUG 2024 | 2017-10-26 | 2024-08-15 | $40,000 | $40,000 | |||
| 163. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-21 | $10,907 | $5,178 | $5,729 | $5,729 | |
| 72. BROADCOM INC | 2020-01-08 | 2024-08-21 | $11,867 | $2,229 | $9,638 | $9,638 | |
| 53. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-21 | $11,888 | $7,818 | $4,070 | $4,070 | |
| 50000. AMAZON.COM INC 2.8% 22 AUG 2024 | 2018-06-15 | 2024-08-22 | $50,000 | $48,214 | $1,786 | $1,786 | |
| 255.7 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-08-26 | $256 | $233 | $23 | $23 | |
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P | |||||
| CAPITAL GAIN DIVIDENDS | $402 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,890 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 NA | 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 BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | 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 N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $48,651 | 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 | $4,834,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,849,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,849,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,776,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,422 | TotalTaxAmt |
| Distributable Before Adj | $235,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $235,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $235,392 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,398 | 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 | $221,398 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $195,808 | 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 | $221,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $195,808 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,590 | 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 | $209,802 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NILES HOME FOR CHILDREN | ||||||||
| 1911 E 23RD ST | KANSAS CITY | MO | 641273799 | NONE | PC | PROVIDE FOOD & CLOTHING | $32,685 | |
| THE SALVATION ARMY | ||||||||
| 5500 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | PROVIDE FOOD & CLOTHING | $65,351 | |
| CITY UNION MISSION INC | ||||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | NONE | PC | PROVIDE FOOD & CLOTHING | $32,685 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | PROVIDE FOOD & CLOTHING | $16,333 | FBO OZANAM HOME FOR BOYS |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | PROVIDE FOOD & CLOTHING | $16,333 | FBO SPOFFORD HOME |
| CORNERSTONES OF CARE | ||||||||
| 300 EAST 36TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | PROVIDE FOOD & CLOTHING | $32,685 | FBO GILLIS CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,072 | 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 | $123,011 | 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 | $151,008 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 1 | $2,236 |
| SEC 897 GAIN | 1 | $15 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $276,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,270 | 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 | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID | Desc |
| Amt | $1,002 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $3 | $3 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $7 | $7 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX REFUND | $2,236 | $0 |
| SEC 897 CAPITAL GAIN | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $600 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $693 | $693 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $345 | $345 | $0 |