L F RICHARDSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- L F RICHARDSON FOUNDATION (EIN 43-6031530)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349100146
- 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 | 2024-05-13T11:01:15-05:00 | 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 | 436031530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L F RICHARDSON FOUNDATION 10872900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LYLE CATRON PO BOX 413 | AddressLine1Txt |
| City | NEVADA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64772 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYLE CATRON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2024-05-13 | 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 | 2024-05-13 | 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 | $2,645,464 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $49,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $639,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,057 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,243 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $68,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,210 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,210 | 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 | $1,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $745 | 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 | $38,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $95,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,186 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,157,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,130,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,578,278 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,253,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,197,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,645,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,253,166 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,197,254 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,253,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,197,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,253,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,197,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,253,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,198,118 | SubtotalAmt |
| Other Decreases | $864 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,197,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 27. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-13 | $6,619 | $5,162 | $1,457 | $1,457 | |
| 592. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $7,508 | $7,577 | -$69 | -$69 | |
| 58. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $3,768 | $3,861 | -$93 | -$93 | |
| 25000. GOLDMAN SACHS GROUP INC 3.625% 22 JAN 2023 | 2017-05-18 | 2023-01-23 | $25,000 | $25,000 | |||
| 279.55 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-01-25 | $280 | $254 | $26 | $26 | |
| 46. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-30 | $9,769 | $8,385 | $1,384 | $1,384 | |
| 16. ELEVANCE HEALTH INC | 2022-04-14 | 2023-02-09 | $7,775 | $8,290 | -$515 | -$515 | |
| 262.19 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-02-27 | $262 | $239 | $23 | $23 | |
| 136. BIOMARIN PHARMACEUTICAL INC | 2023-02-09 | 2023-03-09 | $12,635 | $15,204 | -$2,569 | -$2,569 | |
| 34. DOLLAR GENERAL CORP | 2022-11-10 | 2023-03-09 | $7,406 | $8,621 | -$1,215 | -$1,215 | |
| 23. LULULEMON ATHLETICA INC | 2022-12-15 | 2023-03-09 | $6,930 | $7,535 | -$605 | -$605 | |
| 46. PIONEER NATURAL RESOURCES CO | 2020-12-10 | 2023-03-09 | $9,304 | $5,477 | $3,827 | $3,827 | |
| 252.1 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-03-27 | $252 | $229 | $23 | $23 | |
| 25000. SALESFORCE INC 3.25% 11 APR 2023 | 2018-06-22 | 2023-04-11 | $25,000 | $24,835 | $165 | $165 | |
| 70. CORTEVA INC | 2022-03-10 | 2023-04-13 | $4,384 | $3,727 | $657 | $657 | |
| 135. DEVON ENERGY CORP | 2022-09-16 | 2023-04-13 | $7,454 | $8,998 | -$1,544 | -$1,544 | |
| 140. PRINCIPAL FINANCIAL GROUP | 2022-10-13 | 2023-04-13 | $10,501 | $11,018 | -$517 | -$517 | |
| 35. UNION PACIFIC CORP | 2019-06-12 | 2023-04-13 | $6,921 | $5,996 | $925 | $925 | |
| 38. UNITED RENTALS INC | 2020-10-15 | 2023-04-13 | $14,139 | $7,199 | $6,940 | $6,940 | |
| 826.986 CHAMPLAIN MID CAP FUND-INST | 2021-12-14 | 2023-04-24 | $17,970 | $17,059 | $911 | $911 | |
| 1643.807 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-04-24 | $20,811 | $18,608 | $2,203 | $2,203 | |
| 195.263 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2023-04-24 | $2,915 | $3,054 | -$139 | -$139 | |
| 245.49 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-04-25 | $245 | $223 | $22 | $22 | |
| 141. CVS CORPORATION | 2022-09-16 | 2023-05-11 | $9,715 | $14,406 | -$4,691 | -$4,691 | |
| 74. CORTEVA INC | 2022-09-16 | 2023-05-11 | $4,192 | $4,551 | -$359 | -$359 | |
| 166. CORTEVA INC | 2022-02-10 | 2023-05-11 | $9,404 | $8,432 | $972 | $972 | |
| 22. DEERE & CO | 2022-02-10 | 2023-05-11 | $8,160 | $8,606 | -$446 | -$446 | |
| 130. BLOCK INC | 2023-03-09 | 2023-05-18 | $7,706 | $10,034 | -$2,328 | -$2,328 | |
| 279.61 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-05-25 | $280 | $254 | $26 | $26 | |
| 48. AMGEN INC | 2022-12-15 | 2023-06-15 | $10,943 | $12,775 | -$1,832 | -$1,832 | |
| 128. DISNEY WALT HOLDING CO | 2022-04-14 | 2023-06-15 | $11,905 | $16,893 | -$4,988 | -$4,988 | |
| 34. GOLDMAN SACHS GROUP INC | 2020-08-13 | 2023-06-15 | $11,524 | $8,011 | $3,513 | $3,513 | |
| 284.65 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-06-26 | $285 | $259 | $26 | $26 | |
| 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 | |
| 25. QUANTA SERVICES INC | 2021-11-11 | 2023-07-13 | $4,959 | $2,924 | $2,035 | $2,035 | |
| 50000. US TREASURY NOTE/BOND 1.625% 15 MAY 2026 | 2016-09-28 | 2023-07-24 | $46,211 | $50,089 | -$3,878 | -$3,878 | |
| 304.34 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-07-25 | $304 | $277 | $27 | $27 | |
| 32. DANAHER CORP | 2009-01-20 | 2023-08-10 | $8,231 | $648 | $7,583 | $7,583 | |
| 184. MICROCHIP TECHNOLOGY INC | 2023-03-09 | 2023-08-10 | $15,342 | $15,352 | -$10 | -$10 | |
| 61. ON SEMICONDUCTOR | 2022-07-14 | 2023-08-10 | $5,972 | $3,285 | $2,687 | $2,687 | |
| 43. QUANTA SERVICES INC | 2021-11-11 | 2023-08-10 | $8,603 | $4,430 | $4,173 | $4,173 | |
| 14. THERMO ELECTRON CORP | 2015-01-06 | 2023-08-10 | $7,647 | $1,763 | $5,884 | $5,884 | |
| 288.68 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-08-25 | $289 | $263 | $26 | $26 | |
| 69. ADVANCED MICRO DEVICES INC | 2023-07-13 | 2023-09-14 | $7,396 | $8,005 | -$609 | -$609 | |
| 40. PEPSICO INC | 2023-05-11 | 2023-09-14 | $7,262 | $7,809 | -$547 | -$547 | |
| 225. SCHWAB CHARLES CORP | 2021-10-14 | 2023-09-14 | $13,412 | $16,982 | -$3,570 | -$3,570 | |
| 286.41 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-09-25 | $286 | $261 | $25 | $25 | |
| 50000. US TREASURY N/B .25% 30 SEP 2023 | 2022-01-28 | 2023-10-02 | $50,000 | $49,346 | $654 | $654 | |
| 255. DELTA AIR LINES INC | 2023-08-10 | 2023-10-12 | $8,931 | $11,435 | -$2,504 | -$2,504 | |
| 8. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-10-12 | $7,344 | $3,240 | $4,104 | $4,104 | |
| 39. QUANTA SERVICES INC | 2021-03-15 | 2023-10-12 | $6,941 | $3,449 | $3,492 | $3,492 | |
| 118. SHOPIFY INC - CLASS A | 2023-08-10 | 2023-10-12 | $6,294 | $6,672 | -$378 | -$378 | |
| .3333 VERALTO CORP | 2009-01-20 | 2023-10-13 | $24 | $2 | $22 | $22 | |
| 257.99 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-10-25 | $258 | $235 | $23 | $23 | |
| 11. VERALTO CORP | 2009-01-20 | 2023-10-26 | $775 | $75 | $700 | $700 | |
| 192. ON SEMICONDUCTOR | 2022-08-11 | 2023-11-09 | $12,317 | $11,789 | $528 | $528 | |
| 265.05 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-11-27 | $265 | $241 | $24 | $24 | |
| 1171.624 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2023-12-12 | $26,971 | $24,242 | $2,729 | $2,729 | |
| 408.575 NUANCE MID CAP VALUE-INST | 2022-12-21 | 2023-12-12 | $4,919 | $4,948 | -$29 | -$29 | |
| 1477.693 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-12-12 | $17,791 | $16,727 | $1,064 | $1,064 | |
| 8625.051 DOUBLELINE TTL RTRN BND-I | 2018-04-18 | 2023-12-26 | $76,332 | $93,191 | -$16,859 | -$16,859 | |
| 237.32 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-12-26 | $237 | $216 | $21 | $21 | |
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,351 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,057 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $892 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $892 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $568 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $324 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CYNTHIA WYNN | ||||||
| 173 COUNTRY CLUB DRIVE | NEVADA | MO | 64772 | CO-TRUSTEE | 1 | $3,000 |
| LYLE CATRON | ||||||
| PO BOX 413 | NEVADA | MO | 64772 | CO-TRUSTEE | 1 | $6,000 |
| RONALD F FISK | ||||||
| 18788 SOUTH 1475 ROAD | NEVADA | MO | 647720385 | CO-TRUSTEE | 1 | $0 |
| RONALD CHANDLER | ||||||
| 520 S PREWITT | NEVADA | MO | 64772 | CO-TRUSTEE | 1 | $3,000 |
| UMB BANK | ||||||
| 1010 GRAND AVE | KANSAS CITY | MO | 64106 | TRUSTEE | 1 | $25,210 |
| 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 | $2,420,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,505,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,505,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,467,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $892 | TotalTaxAmt |
| Distributable Before Adj | $122,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,210 | 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 | $122,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,701 | 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 | $122,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,701 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,509 | 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 | $84,999 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEVADA R-5 FOUNDATION | |||||||
| 811 W HICKORY | NEVADA | MO | 64772 | NONE | PC | SENIOR SCHOLARSHIP | $17,000 |
| SALVATION ARMY OF VERNON COUNTY | |||||||
| PO BOX 31 | NEVADA | MO | 64772 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| OSAGE RIVER BAPTIST ASSOCIATION | |||||||
| PO BOX 140 | BUTLER | MO | 64730 | NONE | PC | CHARITABLE PURPOSES | $2,000 |
| SOUTHWEST BAPTIST UNIVERSITY | |||||||
| 1600 UNIVERSITY AVE | BOLIVAR | MO | 65613 | NONE | PC | FOR MINISTERIAL | $25,000 |
| NEVADA VERNON COUNTY FOUNDATION | |||||||
| PO BOX 411 | NEVADA | MO | 64772 | NONE | PC | CHARITABLE PURPOSES | $10,000 |
| COMMUNITY COUNCIL OF PERFORMING ARTS | |||||||
| 110 S MAIN ST | NEVADA | MO | 64772 | NONE | PC | CHARITABLE PURPOSES | $5,000 |
| FIRST BAPTIST CHURCH | |||||||
| 301 E HIGHLAND AVE | NEVADA | MO | 64772 | NONE | PC | CHARITABLE PURPOSES | $10,500 |
| NRTC DECA FBLA | |||||||
| 900 W ASHLAND ST | NEVADA | MO | 64772 | NONE | PC | CHARITABLE PURPOSES | $500 |
| UNITED WAY OF VERNON COUNTY | |||||||
| 201 E CHERRY STREET SUITE 203 | NEVADA | MO | 64772 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | 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 | $49,893 | 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 | $15,057 | 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 | $3,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,193 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS OF COST BASIS | Desc |
| Amt | $864 | Amt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $284 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $599 | $599 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $146 | $146 | $0 |