RUTH E WARD PERM ENDOWMENT TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RUTH E WARD PERM ENDOWMENT TR (EIN 43-6771065)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-10
- IRS object ID
- 202441019349100009
- 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 | 2024-04-10T09:01:17-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | 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 | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436771065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH E WARD ENDOWMENT TRUST 10024500 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | 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 | 2024-04-05 | 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 | 2024-04-05 | 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 | $2,580,131 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,787 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $703,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,918 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,556 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $166,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,705 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,847 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,924 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,924 | 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 | $1,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,602 | 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 | $32,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,177 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,221 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,991,271 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,016,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,560,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,016,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,036,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,580,131 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,016,510 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,036,199 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,016,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,036,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,016,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,036,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,016,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $2,036,786 | SubtotalAmt |
| Other Decreases | $587 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,036,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 44. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $10,579 | $12,611 | -$2,032 | -$2,032 | |
| 79. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $6,111 | $8,470 | -$2,359 | -$2,359 | |
| 88. BLACKSTONE INC | 2021-08-12 | 2022-12-15 | $6,807 | $9,830 | -$3,023 | -$3,023 | |
| 37. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-12-15 | $8,300 | $4,610 | $3,690 | $3,690 | |
| 64. SALESFORCE INC | 2018-02-15 | 2022-12-15 | $8,338 | $7,223 | $1,115 | $1,115 | |
| 31. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-13 | $7,600 | $5,927 | $1,673 | $1,673 | |
| 669. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $8,484 | $8,562 | -$78 | -$78 | |
| 66. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $4,288 | $4,393 | -$105 | -$105 | |
| 51. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-30 | $10,831 | $9,282 | $1,549 | $1,549 | |
| 18. ELEVANCE HEALTH INC | 2022-04-14 | 2023-02-09 | $8,747 | $9,326 | -$579 | -$579 | |
| 154. BIOMARIN PHARMACEUTICAL INC | 2023-02-09 | 2023-03-09 | $14,307 | $17,219 | -$2,912 | -$2,912 | |
| 38. DOLLAR GENERAL CORP | 2022-11-10 | 2023-03-09 | $8,277 | $9,635 | -$1,358 | -$1,358 | |
| 25. LULULEMON ATHLETICA INC | 2022-12-15 | 2023-03-09 | $7,533 | $8,190 | -$657 | -$657 | |
| 52. PIONEER NATURAL RESOURCES CO | 2020-12-10 | 2023-03-09 | $10,517 | $6,192 | $4,325 | $4,325 | |
| 81. CORTEVA INC | 2022-03-10 | 2023-04-13 | $5,073 | $4,304 | $769 | $769 | |
| 153. DEVON ENERGY CORP | 2022-09-16 | 2023-04-13 | $8,447 | $10,198 | -$1,751 | -$1,751 | |
| 158. PRINCIPAL FINANCIAL GROUP | 2022-10-13 | 2023-04-13 | $11,851 | $12,435 | -$584 | -$584 | |
| 40. UNION PACIFIC CORP | 2019-06-12 | 2023-04-13 | $7,909 | $6,852 | $1,057 | $1,057 | |
| 43. UNITED RENTALS INC | 2020-10-15 | 2023-04-13 | $16,000 | $8,146 | $7,854 | $7,854 | |
| 1516.948 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2023-04-21 | $17,870 | $22,800 | -$4,930 | -$4,930 | |
| 1360. ISHARES RUSSELL MID-CAP ETF | 2009-04-13 | 2023-04-21 | $94,580 | $33,209 | $61,371 | $61,371 | |
| 1620.758 MFS INSTL INTL EQUITY FUND | 2022-12-08 | 2023-04-21 | $51,848 | $42,163 | $9,685 | $9,685 | |
| 5406.744 VANGUARD DEV MKT INDX-ADM | 2021-03-02 | 2023-04-21 | $80,560 | $74,590 | $5,970 | $5,970 | |
| 158. CVS CORPORATION | 2022-09-16 | 2023-05-11 | $10,887 | $16,143 | -$5,256 | -$5,256 | |
| 85. CORTEVA INC | 2022-09-16 | 2023-05-11 | $4,816 | $5,227 | -$411 | -$411 | |
| 183. CORTEVA INC | 2022-02-10 | 2023-05-11 | $10,368 | $9,296 | $1,072 | $1,072 | |
| 24. DEERE & CO | 2022-02-10 | 2023-05-11 | $8,902 | $9,389 | -$487 | -$487 | |
| 137. BLOCK INC | 2023-03-09 | 2023-05-18 | $8,121 | $10,601 | -$2,480 | -$2,480 | |
| 54. AMGEN INC | 2022-12-15 | 2023-06-15 | $12,311 | $14,372 | -$2,061 | -$2,061 | |
| 144. DISNEY WALT HOLDING CO | 2022-04-14 | 2023-06-15 | $13,393 | $19,006 | -$5,613 | -$5,613 | |
| 39. GOLDMAN SACHS GROUP INC | 2020-08-13 | 2023-06-15 | $13,218 | $8,192 | $5,026 | $5,026 | |
| 45000. US TREASURY N/B .25% 15 JUN 2023 | 2022-01-28 | 2023-06-15 | $45,000 | $45,000 | |||
| 12. LILLY ELI & COMPANY | 2022-03-10 | 2023-07-13 | $5,232 | $3,193 | $2,039 | $2,039 | |
| 5. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-07-13 | $4,784 | $2,054 | $2,730 | $2,730 | |
| 27. QUANTA SERVICES INC | 2021-11-11 | 2023-07-13 | $5,356 | $3,158 | $2,198 | $2,198 | |
| 36. DANAHER CORP | 2009-02-19 | 2023-08-10 | $9,260 | $968 | $8,292 | $8,292 | |
| 202. MICROCHIP TECHNOLOGY INC | 2023-03-09 | 2023-08-10 | $16,843 | $16,854 | -$11 | -$11 | |
| 83. ON SEMICONDUCTOR | 2022-07-14 | 2023-08-10 | $8,126 | $4,470 | $3,656 | $3,656 | |
| 48. QUANTA SERVICES INC | 2021-11-11 | 2023-08-10 | $9,603 | $4,929 | $4,674 | $4,674 | |
| 16. THERMO ELECTRON CORP | 2010-07-20 | 2023-08-10 | $8,739 | $790 | $7,949 | $7,949 | |
| 67. ADVANCED MICRO DEVICES INC | 2023-07-13 | 2023-09-14 | $7,182 | $7,773 | -$591 | -$591 | |
| 44. PEPSICO INC | 2023-05-11 | 2023-09-14 | $7,988 | $8,590 | -$602 | -$602 | |
| 255. SCHWAB CHARLES CORP | 2021-10-14 | 2023-09-14 | $15,201 | $19,246 | -$4,045 | -$4,045 | |
| 287. DELTA AIR LINES INC | 2023-08-10 | 2023-10-12 | $10,051 | $12,870 | -$2,819 | -$2,819 | |
| 9. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-10-12 | $8,262 | $3,682 | $4,580 | $4,580 | |
| 40. QUANTA SERVICES INC | 2021-03-15 | 2023-10-12 | $7,119 | $3,537 | $3,582 | $3,582 | |
| 133. SHOPIFY INC - CLASS A | 2023-08-10 | 2023-10-12 | $7,094 | $7,520 | -$426 | -$426 | |
| .6667 VERALTO CORP | 2009-02-19 | 2023-10-13 | $48 | $5 | $43 | $43 | |
| 12. VERALTO CORP | 2009-02-19 | 2023-10-26 | $845 | $85 | $760 | $760 | |
| 201. ON SEMICONDUCTOR | 2022-08-11 | 2023-11-09 | $12,894 | $12,451 | $443 | $443 | |
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,986 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $369 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $369 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,677 | 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 | KS | 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 | 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 N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $29,847 | 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 | $2,450,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,538,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,538,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,500,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,046 | TotalTaxAmt |
| Distributable Before Adj | $122,988 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,340 | 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 | $129,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,617 | 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 | $129,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,617 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,723 | 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 | $107,265 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||||
| 122 N 8TH ST | SALINA | KS | 674012687 | NONE | PC | CHARITABLE PURPOSES | $37,872 |
| SALINA REGIONAL HEALTH FOUNDATION | |||||||
| PO BOX 5080 | SALINA | KS | 674025080 | NONE | PC | CHARITABLE PURPOSES | $18,936 |
| KANSAS WESLEYAN UNIVERSITY | |||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | CHARITABLE PURPOSES | $18,936 |
| EMBERHOPE YOUTHVILLE | |||||||
| 900 W BROADWAY | NEWTON | KS | 67114 | NONE | PC | CHARITABLE PURPOSES | $18,936 |
| SALINA PRESBYTERIAN MANOR ENDOWMENT FUND | |||||||
| 2601 E CRAWFORD ST | SALINA | KS | 67401 | NONE | PC | BENEFIT OF SALINA | $18,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,616 | 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 | $45,787 | 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 | $117,918 | 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 | $2,556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $166,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,261 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $305 |
| COST BASIS ADJUSTMENT | $282 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | 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 | ROUNDING | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $123 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,346 | $1,346 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $256 | $256 | $0 |