FREDERICK & CONSTANCE DESIEGH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK & CONSTANCE DESIEGH FOUNDATION (EIN 43-6765841)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349101861
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T22:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436765841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICKCONSTANCE DESIEGHARDT 10016300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESI | BusinessNameControlTxt |
| Phone | 8168601933 | 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 | 8168601933 | PhoneNum |
| Signature | 2024-05-05 | 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 | 2024-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,122,565 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,861 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,258 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,926 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,963 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,963 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $517 | 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 | $8,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,440 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $778,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $801,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,109,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $827,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,122,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $827,112 | CapitalStockBOYAmt |
| Capital Stock EOY | $814,552 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $827,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $827,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $827,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19 | OtherIncreasesAmt |
| Subtotal | $814,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $814,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. CATERPILLAR INC | 2020-11-06 | 2023-01-18 | $2,024 | $1,294 | $730 | $730 | |
| 30. DISNEY WALT HOLDING CO | 2018-02-28 | 2023-01-18 | $2,968 | $3,121 | -$153 | -$153 | |
| 71. DEVON ENERGY CORP | 2022-11-14 | 2023-02-22 | $3,780 | $5,130 | -$1,350 | -$1,350 | |
| 7. DUKE ENERGY CORP | 2020-08-05 | 2023-02-22 | $680 | $586 | $94 | $94 | |
| 16. DEERE & CO | 2022-11-14 | 2023-04-21 | $6,190 | $6,536 | -$346 | -$346 | |
| 36. PRINCIPAL FINANCIAL GROUP | 2022-11-14 | 2023-04-21 | $2,706 | $3,395 | -$689 | -$689 | |
| 171. US BANCORP | 2022-11-14 | 2023-04-21 | $5,721 | $7,537 | -$1,816 | -$1,816 | |
| 392.665 CHAMPLAIN MID CAP FUND-INST | 2019-06-21 | 2023-04-24 | $8,533 | $7,936 | $597 | $597 | |
| 42. ISHARES CORE S&P 500 ETF | 2015-08-03 | 2023-04-24 | $17,384 | $8,916 | $8,468 | $8,468 | |
| 571.141 NUANCE MID CAP VALUE-INST | 2019-03-06 | 2023-04-24 | $7,231 | $6,979 | $252 | $252 | |
| 1984.949 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2023-04-25 | $29,238 | $27,536 | $1,702 | $1,702 | |
| 18. AMERICAN WATER WORKS CO INC | 2022-11-14 | 2023-05-17 | $2,581 | $2,636 | -$55 | -$55 | |
| 10. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-05-17 | $1,434 | $1,183 | $251 | $251 | |
| 5. CATERPILLAR INC | 2022-11-14 | 2023-05-17 | $1,060 | $1,198 | -$138 | -$138 | |
| 17. CATERPILLAR INC | 2020-11-06 | 2023-05-17 | $3,603 | $2,749 | $854 | $854 | |
| 8. UNION PACIFIC CORP | 2022-12-08 | 2023-05-17 | $1,590 | $1,703 | -$113 | -$113 | |
| 7. UNION PACIFIC CORP | 2020-05-06 | 2023-05-17 | $1,392 | $1,081 | $311 | $311 | |
| 11. AMGEN INC | 2022-12-08 | 2023-06-21 | $2,498 | $3,139 | -$641 | -$641 | |
| 9. ELEVANCE HEALTH INC | 2022-11-14 | 2023-06-21 | $4,018 | $4,462 | -$444 | -$444 | |
| 70. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $3,347 | $3,660 | -$313 | -$313 | |
| 2457.305 VANGUARD TTL BD MKT IDX-ADM | 2023-04-25 | 2023-07-12 | $23,443 | $23,406 | $37 | $37 | |
| 578.761 VANGUARD TTL BD MKT IDX-ADM | 2021-03-03 | 2023-07-12 | $5,521 | $6,528 | -$1,007 | -$1,007 | |
| 1. BROADCOM INC | 2020-05-06 | 2023-08-18 | $825 | $264 | $561 | $561 | |
| 40. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $3,829 | $4,083 | -$254 | -$254 | |
| 20. INTERNATIONAL BUSINESS MACHINES CORP | 2022-11-14 | 2023-08-18 | $2,833 | $2,908 | -$75 | -$75 | |
| 15. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-08-18 | $2,125 | $2,023 | $102 | $102 | |
| 52. REALTY INCOME CORP | 2022-11-14 | 2023-08-18 | $2,961 | $3,350 | -$389 | -$389 | |
| 32. REALTY INCOME CORP | 2019-08-09 | 2023-08-18 | $1,822 | $2,311 | -$489 | -$489 | |
| 29. TEXAS INSTRUMENTS INC | 2017-03-14 | 2023-08-18 | $4,834 | $2,354 | $2,480 | $2,480 | |
| 21. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $1,603 | $1,880 | -$277 | -$277 | |
| 68. VERIZON COMMUNICATIONS | 2022-11-14 | 2023-08-31 | $2,381 | $2,621 | -$240 | -$240 | |
| 5. BROADCOM INC | 2020-05-06 | 2023-10-18 | $4,431 | $1,322 | $3,109 | $3,109 | |
| 6. LILLY ELI & COMPANY | 2022-11-14 | 2023-10-18 | $3,633 | $2,156 | $1,477 | $1,477 | |
| 75. REALTY INCOME CORP | 2021-01-06 | 2023-10-18 | $3,752 | $4,500 | -$748 | -$748 | |
| 19. VERIZON COMMUNICATIONS | 2022-11-14 | 2023-10-18 | $589 | $732 | -$143 | -$143 | |
| 61. VERIZON COMMUNICATIONS | 2007-04-03 | 2023-10-18 | $1,891 | $2,176 | -$285 | -$285 | |
| 1.3334 VERALTO CORP | 2022-11-14 | 2023-10-26 | $94 | $125 | -$31 | -$31 | |
| 3.6666 VERALTO CORP | 2020-11-06 | 2023-10-26 | $258 | $316 | -$58 | -$58 | |
| 25. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-11-16 | $3,274 | $2,957 | $317 | $317 | |
| 30. INTERNATIONAL BUSINESS MACHINES CORP | 2021-09-14 | 2023-11-16 | $4,586 | $3,883 | $703 | $703 | |
| 797.232 CHAMPLAIN MID CAP FUND-INST | 2022-11-14 | 2023-12-11 | $18,201 | $16,977 | $1,224 | $1,224 | |
| 1305.147 NUANCE MID CAP VALUE-INST | 2019-03-06 | 2023-12-11 | $15,701 | $15,571 | $130 | $130 | |
| 516.766 DOUBLELINE TTL RTRN BND-I | 2023-04-24 | 2023-12-20 | $4,573 | $4,646 | -$73 | -$73 | |
| 1172.219 DOUBLELINE TTL RTRN BND-I | 2022-11-14 | 2023-12-20 | $10,374 | $12,238 | -$1,864 | -$1,864 | |
| 4. COSTCO WHOLESALE CORP | 2022-11-14 | 2023-12-26 | $2,696 | $2,059 | $637 | $637 | |
| 37. DUKE ENERGY CORP | 2020-08-05 | 2023-12-26 | $3,587 | $2,603 | $984 | $984 | |
| 1. LILLY ELI & COMPANY | 2022-11-14 | 2023-12-26 | $571 | $359 | $212 | $212 | |
| 5. MCDONALDS CORP | 2022-11-14 | 2023-12-26 | $1,463 | $1,375 | $88 | $88 | |
| 20. MORGAN STANLEY DEAN WITTER & CO | 2022-11-14 | 2023-12-26 | $1,855 | $1,810 | $45 | $45 | |
| 75. PFIZER INC | 2020-05-06 | 2023-12-26 | $2,128 | $2,744 | -$616 | -$616 | |
| 4. UNITEDHEALTH GROUP INC | 2022-11-14 | 2023-12-26 | $2,080 | $2,079 | $1 | $1 | |
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,499 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $481 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $481 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $344 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $344 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $137 | 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 | 8168601933 | 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 | 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 | 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 | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,926 | 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 | $1,017,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,062,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,062,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,046,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $481 | TotalTaxAmt |
| Distributable Before Adj | $51,831 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,831 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,831 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,010 | 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 | $47,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,047 | 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 | $47,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,047 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,963 | 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 | $47,868 | 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 | FREDERICK CONSTANCE DESIEGHARDT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK DESIEGHARDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9705 MONROVIA 317 | AddressLine1Txt |
| City | LENEXA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Recipient Email Address | n/a | RecipientEmailAddressTxt |
| Form And Info And Materials | NOT DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| National Parks Conservation Association | ||||||||
| 777 6TH STREET NW STE 700 | Washington | DC | 20001 | NONE | PC | GENERAL DONATION | $2,000 | |
| Joyful Heart Foundation | ||||||||
| 320 7TH AVENUE NO 161 | BROOKLYN | NY | 11215 | NONE | PC | FOR END THE BACKLOG | $2,000 | |
| Reclaim the Records | ||||||||
| 905 VENTURA WAY | Mill Valley | CA | 94941 | NONE | NOT 501(C)(3) | GENERAL DONATION | $2,000 | |
| Kitty City Kansas Rescue | ||||||||
| 12800 SANTA FE TRAIL DRIVE | LENEXA | KS | 66215 | NONE | PC | GENERAL DONATION | $1,500 | |
| World Central Kitchen | ||||||||
| 200 MASSECHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL DONATION | $5,000 | |
| First Baptist Church of Stilwell Kansas | ||||||||
| 19950 BROADMOOR LANE | STILWELL | KS | 66085 | NONE | PC | FOR CARING MINISTRY | $3,000 | |
| Numana Inc for Stilwell United | ||||||||
| 405 SW BOYER RD | EL DORADO | KS | 67042 | NONE | PC | STILWELL UMC EVENT | $647 | Methodist Church |
| Random Actsorg | ||||||||
| 1920 HILLHURST AVE 170 | Los Angeles | CA | 90027 | NONE | PC | GENERAL OPERATING | $5,000 | |
| Chabad University of Delaware | ||||||||
| 1811 SILVERSIDE RD | Wilmington | DE | 19810 | NONE | PC | REBUILDING FUND | $5,400 | |
| KC Care Health Center | ||||||||
| 3515 BROADWAY BLVD | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HARVESTER THE COMMUNITY | ||||||||
| 3801 TOPPING AVE | Kansas City | MO | 64129 | NONE | TAX EXEMPT | CHARITABLE | $3,000 | FOOD NETWORK |
| Foundation For Barnes Jewish Hospital | ||||||||
| 1001 HIGHLAND PLAZA DRIVE WEST ST | St Louis | MO | 63110 | NONE | PC | LUNG TRANSPLANT PROGRAM | $2,000 | |
| Westport Presbyterian Church for Cherit | ||||||||
| 201 WESTPORT RD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING | $5,000 | |
| Alpha-1 Foundation | ||||||||
| 3300 PONCE DE LEON BLVD | Coral Gables | FL | 33134 | NONE | PC | GENERAL OPERATING | $3,000 | |
| Melissa's Menageries Second Chances | ||||||||
| 11015 W 75TH ST | Shawnee | KS | 66214 | NONE | PC | GENERAL OPERATING ACTIVTIES | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,047 | 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 | $23,861 | 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 | $15,258 | 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 | $5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,124 | 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 |
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 | PRIOR YEAR TIMING ADJUSTMENT | Desc |
| Amt | $19 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $211 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $415 | $415 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $102 | $102 | $0 |