C & R SCHAUF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- C & R SCHAUF FOUNDATION (EIN 75-3047191)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202401239349100720
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T09:29:19-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742842755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | RUSSELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67665 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753047191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & R SCHAUF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | %UMB BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&RS | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | FEEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $2,542,153 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $679,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,920 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,572 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $129,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,848 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,424 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,424 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,557 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $494 | CashBOYAmt |
| Cash EOY | $442 | CashEOYAmt |
| Cash EOYFMV | $442 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,789 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $345,522 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $381,696 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $344,337 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $462,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $416,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $742,263 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $726,697 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $706,252 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $656,631 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $599,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $591,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $674,691 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,230,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,220,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,542,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,464,957 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,464,957 | CapitalStockEOYAmt |
| Retained Earning BOY | -$234,356 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$244,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,230,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,220,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,230,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,220,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,230,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,457 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,220,144 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,220,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS | P | 2023-11-09 | 2023-11-29 | $607 | $580 | $27 | $27 |
| CHEVRONTEXACO CORP | P | 2021-05-13 | 2023-11-29 | $2,300 | $1,711 | $589 | $589 |
| DOUBLELINE TTL RTRN CNB | P | 2013-07-15 | 2023-12-26 | $52,078 | $64,728 | -$12,650 | -$12,650 |
| MFS INSTL INTL EQUITY | P | 2022-12-08 | 2023-05-01 | $18,273 | $14,910 | $3,363 | $3,363 |
| OREILLY AUTO | P | 2020-06-10 | 2023-10-12 | $5,508 | $2,465 | $3,043 | $3,043 |
| QUANTA SERVICES INC | P | 2021-03-15 | 2023-11-29 | $1,104 | $531 | $573 | $573 |
| UNITEDHEALTH GROUP INC | P | 2018-07-11 | 2023-11-29 | $1,594 | $765 | $829 | $829 |
| CHAMPLAIN MID CAP | P | 2021-12-14 | 2023-05-01 | $40,158 | $38,493 | $1,665 | $1,665 |
| CINTAS CORP | P | 2023-05-11 | 2023-11-29 | $538 | $474 | $64 | $64 |
| ENPHASE ENERGY | P | 2022-04-14 | 2023-01-13 | $6,619 | $5,162 | $1,457 | $1,457 |
| NUANCE MID CAP VALUE | P | 2017-12-21 | 2023-05-01 | $45,220 | $41,014 | $4,206 | $4,206 |
| OREILLY AUTO | P | 2020-06-11 | 2023-11-29 | $1,936 | $806 | $1,130 | $1,130 |
| SALESFORCE INC | P | 2023-06-15 | 2023-11-29 | $682 | $638 | $44 | $44 |
| VANGUARD INST INDEX | P | 2021-03-25 | 2023-11-07 | $15,236 | $8,879 | $6,357 | $6,357 |
| CHAMPLAIN MID CAP | P | 2022-11-01 | 2023-11-29 | $25,976 | $24,782 | $1,194 | $1,194 |
| CORTEVA | P | 2022-03-10 | 2023-04-13 | $4,008 | $3,401 | $607 | $607 |
| ENPHASE ENERGY | P | 2022-03-10 | 2023-01-30 | $8,920 | $7,643 | $1,277 | $1,277 |
| NUANCE MID CAP VALUE | P | 2022-12-21 | 2023-11-29 | $6,519 | $6,747 | -$228 | -$228 |
| ON SEMICONDUCTOR | P | 2022-08-11 | 2023-01-13 | $3,119 | $3,195 | -$76 | -$76 |
| SALES FORCE INC | P | 2018-06-22 | 2023-04-11 | $30,000 | $29,802 | $198 | $198 |
| VANGUARD INST INDEX | P | 2023-05-01 | 2023-11-07 | $32,305 | $30,727 | $1,578 | $1,578 |
| ADVANCED MICRO DEVICES INC | P | 2023-07-13 | 2023-09-14 | $6,217 | $6,729 | -$512 | -$512 |
| CORTEVA | P | 2022-09-16 | 2023-05-11 | $3,966 | $4,305 | -$339 | -$339 |
| META PLATFORMS INC | P | 2023-10-12 | 2023-11-29 | $2,317 | $2,276 | $41 | $41 |
| NUANCE MID CAP VALUE | P | 2016-11-21 | 2023-11-29 | $15,004 | $14,632 | $372 | $372 |
| ON SEMICONDUCTOR | P | 2022-07-14 | 2023-08-10 | $6,658 | $3,662 | $2,996 | $2,996 |
| SCHULMBERGER LTN | P | 2023-09-14 | 2023-11-29 | $2,591 | $3,073 | -$482 | -$482 |
| VERALTO CORP | P | 2015-03-12 | 2023-10-26 | $704 | $226 | $478 | $478 |
| ALPHABET INC | P | 2015-08-13 | 2023-11-29 | $4,041 | $1,030 | $3,011 | $3,011 |
| CORTEVA | P | 2022-02-10 | 2023-05-11 | $8,328 | $7,467 | $861 | $861 |
| FORD MOTOR CO | P | 2022-06-10 | 2023-01-13 | $6,721 | $6,783 | -$62 | -$62 |
| MARRIOT INTERNATIONAL | P | 2023-06-15 | 2023-11-29 | $1,611 | $1,416 | $195 | $195 |
| ON SEMICONDUCTOR | P | 2022-07-14 | 2023-11-09 | $10,456 | $10,138 | $318 | $318 |
| SCHWAB CHARLES CORP | P | 2021-06-10 | 2023-09-14 | $12,161 | $15,348 | -$3,187 | -$3,187 |
| VERTEX PHARMACEUTICALS | P | 2022-09-16 | 2023-11-29 | $1,748 | $1,451 | $297 | $297 |
| ALPHABET INC | P | 2023-10-12 | 2023-11-29 | $1,616 | $1,674 | -$58 | -$58 |
| COSTCO WHOLESALE CORP | P | 2020-08-13 | 2023-10-12 | $1,118 | $673 | $445 | $445 |
| GOLDMAN SACHS GROUP | P | 2020-08-13 | 2023-06-15 | $10,507 | $6,485 | $4,022 | $4,022 |
| MASTERCARD | P | 2017-01-12 | 2023-11-29 | $2,041 | $544 | $1,497 | $1,497 |
| PALO ALTO NETWORKS | P | 2022-06-10 | 2023-11-29 | $4,026 | $2,321 | $1,705 | $1,705 |
| SERVICENOW NC | P | 2023-05-11 | 2023-11-29 | $1,349 | $904 | $445 | $445 |
| VISA INC | P | 2016-10-19 | 2023-11-29 | $2,788 | $910 | $1,878 | $1,878 |
| AMAZON COM INC | P | 2016-06-08 | 2023-11-29 | $5,552 | $1,381 | $4,171 | $4,171 |
| COSTCO WHOLESALE CORP | P | 2020-08-13 | 2023-11-29 | $2,935 | $1,681 | $1,254 | $1,254 |
| GRAINGER WW INC | P | 2022-11-10 | 2023-11-29 | $767 | $607 | $160 | $160 |
| MCKESSON HBOC | P | 2023-10-12 | 2023-11-29 | $2,273 | $2,302 | -$29 | -$29 |
| PARKER HANNIFIN CORP | P | 2023-06-15 | 2023-11-29 | $2,128 | $1,869 | $259 | $259 |
| SHOPIFY INC | P | 2023-08-10 | 2023-10-12 | $5,707 | $6,050 | -$343 | -$343 |
| WALMART STORES INC | P | 2023-08-10 | 2023-11-29 | $1,713 | $1,762 | -$49 | -$49 |
| AMGEN INC | P | 2022-12-15 | 2023-06-15 | $9,347 | $10,912 | -$1,565 | -$1,565 |
| DANAHER CORP | P | 2015-03-12 | 2023-08-10 | $7,459 | $1,892 | $5,567 | $5,567 |
| HOME DEPOT INC | P | 2018-06-14 | 2023-11-29 | $925 | $587 | $338 | $338 |
| MICROSOFT CORP | P | 2018-04-12 | 2023-11-29 | $10,979 | $3,679 | $7,300 | $7,300 |
| PEPSICO INC | P | 2023-05-11 | 2023-09-14 | $6,536 | $7,028 | -$492 | -$492 |
| BLOCK INC | P | 2023-01-30 | 2023-05-18 | $6,876 | $8,935 | -$2,059 | -$2,059 |
| ACCENTURE PLC | P | 2018-09-13 | 2023-11-29 | $2,321 | $1,206 | $1,115 | $1,115 |
| ELEVANCE HEALTH INC | P | 2022-04-14 | 2023-02-09 | $7,289 | $7,772 | -$483 | -$483 |
| DANAHER CORP | P | 2015-03-12 | 2023-11-29 | $667 | $171 | $496 | $496 |
| INTUIT INC | P | 2019-01-10 | 2023-10-12 | $1,625 | $615 | $1,010 | $1,010 |
| MICROCHIP TECHNOLOGY | P | 2023-03-09 | 2023-08-10 | $13,507 | $13,517 | -$10 | -$10 |
| PEPSICO INC | P | 2022-01-13 | 2023-09-14 | $182 | $174 | $8 | $8 |
| SYNOPSYS INC | P | 2023-10-12 | 2023-11-29 | $1,647 | $1,491 | $156 | $156 |
| PENTAIR PLC | P | 2023-07-13 | 2023-11-29 | $818 | $869 | -$51 | -$51 |
| APPLE COMPUTER | P | 2021-12-09 | 2023-11-29 | $7,937 | $6,164 | $1,773 | $1,773 |
| DEERE & CO | P | 2022-02-10 | 2023-05-11 | $6,677 | $7,041 | -$364 | -$364 |
| INTUIT INC | P | 2019-01-10 | 2023-11-29 | $2,304 | $821 | $1,483 | $1,483 |
| MORGAN STANLEY DEAN WITTER | P | 2022-08-11 | 2023-11-29 | $1,967 | $2,256 | -$289 | -$289 |
| PEPSICO INC | P | 2022-01-13 | 2023-11-29 | $1,168 | $1,221 | -$53 | -$53 |
| TJX COMPANIES | P | 2023-09-14 | 2023-11-29 | $1,045 | $1,125 | -$80 | -$80 |
| BERKSHIRE HATHAWAY | P | 2022-03-10 | 2023-11-29 | $2,859 | $2,593 | $266 | $266 |
| DEERE & CO | P | 2022-02-10 | 2023-11-29 | $1,822 | $1,768 | $54 | $54 |
| INTUITIVE SURGICAL INC | P | 2023-08-10 | 2023-11-29 | $1,231 | $1,222 | $9 | $9 |
| NETFLIX COM INC | P | 2023-05-11 | 2023-11-29 | $1,421 | $1,034 | $387 | $387 |
| PIONEER NATURLA RESOURCES | P | 2020-12-10 | 2023-03-09 | $8,293 | $4,882 | $3,411 | $3,411 |
| TELSA | P | 2021-04-15 | 2023-11-29 | $1,452 | $1,469 | -$17 | -$17 |
| BIOMARIN PHARMACEUTICAL | P | 2023-01-13 | 2023-03-09 | $11,706 | $14,086 | -$2,380 | -$2,380 |
| DELTA AIRLINES INC | P | 2023-08-10 | 2023-10-12 | $8,020 | $10,269 | -$2,249 | -$2,249 |
| JP MORGAN CHASE | P | 2016-10-26 | 2023-11-29 | $2,161 | $968 | $1,193 | $1,193 |
| NEXTERA NERGY INC | P | 2016-02-11 | 2023-11-29 | $1,500 | $729 | $771 | $771 |
| PRINCIPAL FINANCAL GROUP | P | 2022-10-13 | 2023-04-13 | $9,526 | $9,995 | -$469 | -$469 |
| THERMO ELECTRON CORP | P | 2015-03-12 | 2023-08-10 | $6,554 | $1,542 | $5,012 | $5,012 |
| BOEING CO | P | 2022-11-10 | 2023-11-29 | $3,135 | $2,493 | $642 | $642 |
| DEVON ENERGY COPR | P | 2022-09-16 | 2023-04-13 | $6,791 | $8,198 | -$1,407 | -$1,407 |
| LILLY ELI & CO | P | 2022-03-10 | 2023-07-13 | $3,488 | $2,128 | $1,360 | $1,360 |
| NUCOR CORP | P | 2021-08-12 | 2023-11-29 | $1,959 | $1,508 | $451 | $451 |
| QUANTA SERVICES INC | P | 2021-11-11 | 2023-07-13 | $4,563 | $2,690 | $1,873 | $1,873 |
| THERMO ELECTRON CORP | P | 2015-03-12 | 2023-11-29 | $1,960 | $514 | $1,446 | $1,446 |
| BROADCOM INC | P | 2023-09-14 | 2023-11-29 | $940 | $872 | $68 | $68 |
| DISNEY WALT HODLINGS CO | P | 2022-04-14 | 2023-06-15 | $10,882 | $15,439 | -$4,557 | -$4,557 |
| LILLY ELI & CO | P | 2022-03-10 | 2023-11-29 | $4,725 | $2,128 | $2,597 | $2,597 |
| NVIDIA CORP | P | 2020-05-14 | 2023-11-29 | $1,915 | $320 | $1,595 | $1,595 |
| QUANTA SERVICES INC | P | 2021-11-11 | 2023-08-10 | $7,803 | $3,734 | $4,069 | $4,069 |
| UNION PACIFIC CORP | P | 2019-06-12 | 2023-04-13 | $6,525 | $5,653 | $872 | $872 |
| CVS CORPORATION | P | 2022-09-16 | 2023-05-11 | $8,751 | $12,976 | -$4,225 | -$4,225 |
| DOLLAR GENERAL CORP | P | 2022-11-10 | 2023-03-09 | $6,753 | $7,860 | -$1,107 | -$1,107 |
| LULULEMON ATHLETICA | P | 2022-12-15 | 2023-03-09 | $6,026 | $6,552 | -$526 | -$526 |
| OREILLY AUTO | P | 2020-06-11 | 2023-07-13 | $4,784 | $2,054 | $2,730 | $2,730 |
| QUANTA SERVICS INC | P | 2021-03-15 | 2023-10-12 | $6,230 | $3,095 | $3,135 | $3,135 |
| UNITED RENTALS INC | P | 2020-10-15 | 2023-04-13 | $12,651 | $6,441 | $6,210 | $6,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,920 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,911 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,571 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,571 | SubtotalAmt |
| Tax Based On Investment Income | $1,571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $376 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $376 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,195 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
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 BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA GUDENKAUF | ||||||||
| PO BOX 631 | RUSSELL | KS | 67665 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| UMB BANK | ||||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CORPORATE TR | 5.00 | $28,848 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,354,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,452,763 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,452,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,415,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,571 | TotalTaxAmt |
| Distributable Before Adj | $119,228 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,228 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,503 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,078 | UndistributedIncomePYAmt |
| Qualifying Distributions | $123,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,078 | AppliedToYear1Amt |
| Applied To Current Year | $16,425 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $102,803 | UndistributedIncomeCYAmt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTON CO COMMUNITY COLLEGE | ||||||
| 245 NE 30 RD | GREAT BEND | KS | 67530 | PC | SCHOLARSHIPS | $35,693 |
| FORT HAYS STATE UNIVERSITY | ||||||
| 600 PARK STREET | HAYS | KS | 67601 | PC | SCHOLARSHIPS | $35,693 |
| KANSAS WESLEYAN UNIVERSITY | ||||||
| 100 E CLAFLIN AVENUE SUIT | SALINA | KS | 67401 | PC | SCHOLARSHIPS | $35,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,079 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54,535 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,572 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $71,920 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $129,027 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,027 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME USED TO PROVIDE GRANTS |
| 4 | INCOME USED TO PROVIDE GRANTS |
| 7 | INCOME USED TO PROVIDE GRANTS |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | ||
| FIXED INCOME SECURITIES CORPORATE BO | $419,266 | $389,695 |
| ISHARES CORE US AGGREGATE | $50,060 | $45,258 |
| ISHARES IBOXX INVESTEMENT GRADE CO | $50,031 | $45,703 |
| ISHARES MBS ETF | $69,767 | $63,316 |
| METWEST UNCONSTAINED BOND FUND CLASS | $30,985 | $26,845 |
| RIVERPARK STRATEGIC INCOME | $34,018 | $33,739 |
| BAIRD INTERMEDIATE BOND FUND | $52,125 | $52,075 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $416,460 | EOYBookValueAmt |
| EOYFMV | $742,263 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $381,696 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $344,337 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHAMPLAIN MID CAP I | AT COST | $16,626 | $19,966 |
| DEVELOPED MARKETS INDEX FUND | AT COST | $119,280 | $150,760 |
| FIDELITY MID CAP INDEX | AT COST | $47,498 | $50,970 |
| MFS INSTITUTIONAL TRUST | AT COST | $118,471 | $150,325 |
| NUANCE MID CAP VALUE | AT COST | $17,289 | $19,374 |
| SEAFARER OVERSEAS GROWTH & INCOME FD | AT COST | $96,215 | $91,700 |
| TRIBUTARY SMALL CO INSTITUTIONAL | AT COST | $92,268 | $97,936 |
| VANGUARD 500 INDEX | AT COST | $47,726 | $51,876 |
| VANGUARD INSTITUTIONAL INDEX | AT COST | ||
| VANGUARD SMALL CAP INDEX | AT COST | $36,132 | $41,784 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,572 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,572 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF ESTIMATED TAX | $831 | $831 |
| FOREIGN TAXES | $726 | $726 |