PETER M & BARBARA A MACDONALD CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER M & BARBARA A MACDONALD CHARITABLE TRUST (EIN 48-6329128)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202421299349103092
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
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 | 486329128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCTUA PETER M & BARBARA A MACDONALD CHARITABL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8165848183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | 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 | 8165848183 | 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 | $1,618,851 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,433 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,704 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,739 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,370 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,370 | 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 | $804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $608 | 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 | $11,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,683 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,546,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,462,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,549,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,582,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,618,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,582,172 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,531,825 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,582,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,582,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,531,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,582,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,532,141 | SubtotalAmt |
| Other Decreases | $316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. CATERPILLAR INC | 2022-03-15 | 2023-01-18 | $2,024 | $1,732 | $292 | $292 | |
| 30. DISNEY WALT HOLDING CO | 2022-03-10 | 2023-01-18 | $2,968 | $3,999 | -$1,031 | -$1,031 | |
| 69. DEVON ENERGY CORP | 2022-03-15 | 2023-02-22 | $3,674 | $3,680 | -$6 | -$6 | |
| 16. DEERE & CO | 2022-03-10 | 2023-04-21 | $6,190 | $6,158 | $32 | $32 | |
| 34. PRINCIPAL FINANCIAL GROUP | 2022-10-19 | 2023-04-21 | $2,556 | $2,681 | -$125 | -$125 | |
| 161. US BANCORP | 2022-09-20 | 2023-04-21 | $5,387 | $7,323 | -$1,936 | -$1,936 | |
| 22. AMERICAN WATER WORKS CO INC | 2022-09-20 | 2023-05-17 | $3,154 | $3,209 | -$55 | -$55 | |
| 4. AMERICAN WATER WORKS CO INC | 2022-03-10 | 2023-05-17 | $573 | $611 | -$38 | -$38 | |
| 22. CATERPILLAR INC | 2022-03-15 | 2023-05-17 | $4,663 | $4,310 | $353 | $353 | |
| 18. UNION PACIFIC CORP | 2022-03-10 | 2023-05-17 | $3,579 | $4,732 | -$1,153 | -$1,153 | |
| 10. AMGEN INC | 2022-12-08 | 2023-06-21 | $2,271 | $2,853 | -$582 | -$582 | |
| 9. ELEVANCE HEALTH INC | 2022-03-15 | 2023-06-21 | $4,018 | $4,201 | -$183 | -$183 | |
| 70. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $3,347 | $3,660 | -$313 | -$313 | |
| 39. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $3,733 | $3,981 | -$248 | -$248 | |
| 33. INTERNATIONAL BUSINESS MACHINES CORP | 2022-03-10 | 2023-08-18 | $4,675 | $4,171 | $504 | $504 | |
| 54. REALTY INCOME CORP | 2022-09-20 | 2023-08-18 | $3,075 | $3,401 | -$326 | -$326 | |
| 24. REALTY INCOME CORP | 2022-03-10 | 2023-08-18 | $1,367 | $1,550 | -$183 | -$183 | |
| 27. TEXAS INSTRUMENTS INC | 2022-03-10 | 2023-08-18 | $4,501 | $4,659 | -$158 | -$158 | |
| 25. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $1,909 | $2,237 | -$328 | -$328 | |
| 73. VERIZON COMMUNICATIONS | 2022-03-10 | 2023-08-31 | $2,556 | $3,883 | -$1,327 | -$1,327 | |
| .6667 VERALTO CORP | 2022-03-10 | 2023-10-13 | $48 | $61 | -$13 | -$13 | |
| 5. BROADCOM INC | 2022-03-04 | 2023-10-18 | $4,431 | $2,977 | $1,454 | $1,454 | |
| 5. LILLY ELI & COMPANY | 2022-03-15 | 2023-10-18 | $3,028 | $1,382 | $1,646 | $1,646 | |
| 72. REALTY INCOME CORP | 2022-03-10 | 2023-10-18 | $3,602 | $4,646 | -$1,044 | -$1,044 | |
| 77. VERIZON COMMUNICATIONS | 2022-03-10 | 2023-10-18 | $2,387 | $4,096 | -$1,709 | -$1,709 | |
| 4. VERALTO CORP | 2022-03-10 | 2023-10-26 | $282 | $369 | -$87 | -$87 | |
| 170. ISHARES CORE S&P 500 ETF | 2022-05-05 | 2023-11-13 | $75,231 | $73,262 | $1,969 | $1,969 | |
| 120. ISHARES TR S&P MIDCAP 400 INDEX FUND | 2022-03-30 | 2023-11-13 | $29,197 | $32,557 | -$3,360 | -$3,360 | |
| 2645. VANGUARD TOTAL BOND MARKET | 2022-05-05 | 2023-11-13 | $184,017 | $205,724 | -$21,707 | -$21,707 | |
| 24. AMERICAN WATER WORKS CO INC | 2022-03-10 | 2023-11-16 | $3,143 | $3,666 | -$523 | -$523 | |
| 29. INTERNATIONAL BUSINESS MACHINES CORP | 2022-03-10 | 2023-11-16 | $4,433 | $3,605 | $828 | $828 | |
| 4. COSTCO WHOLESALE CORP | 2022-03-15 | 2023-12-26 | $2,696 | $2,165 | $531 | $531 | |
| 35. DUKE ENERGY CORP | 2022-03-10 | 2023-12-26 | $3,393 | $3,713 | -$320 | -$320 | |
| 2. LILLY ELI & COMPANY | 2022-03-15 | 2023-12-26 | $1,142 | $553 | $589 | $589 | |
| 5. MCDONALDS CORP | 2022-03-10 | 2023-12-26 | $1,463 | $1,106 | $357 | $357 | |
| 17. MORGAN STANLEY DEAN WITTER & CO | 2022-08-09 | 2023-12-26 | $1,577 | $1,466 | $111 | $111 | |
| 62. PFIZER INC | 2022-03-10 | 2023-12-26 | $1,759 | $3,047 | -$1,288 | -$1,288 | |
| 5. UNITEDHEALTH GROUP INC | 2022-03-15 | 2023-12-26 | $2,600 | $2,494 | $106 | $106 | |
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $392 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $392 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $132 | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND AVE | KANSAS CITY | MO | 64106 | TRUSTEE | 1 | $10,739 |
| HEATHER MACDONALD SMITH | ||||||
| PO BOX 1365 | SALINA | KS | 674021365 | TRUSTEE | 0 | $0 |
| JANET MACDONALD MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KANSAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| BOYD E SMITH | ||||||
| PO BOX 1365 | SALINA | KS | 674021365 | TRUSTEE | 0 | $0 |
| PHILLIP A MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KASNAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| GRAHAM M SMITH | ||||||
| 431 GUILLEMONT ST | FT COLLINS | CO | 805263610 | TRUSTEE | 0 | $0 |
| ANDREW MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KANSAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| 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 | $1,498,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,540,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,540,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,517,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $524 | TotalTaxAmt |
| Distributable Before Adj | $75,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,750 | 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 | $66,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,263 | 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 | $66,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,263 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,487 | 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 | $69,855 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN SCHMIDTBERGER SENIOR VP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH MAIN | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6202595010 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS STATING BRIEFLY THE PURPOSE FOR WHICH THE GRANT IS TO BE USED SHOULD BE SUBMITTED IN WRITING AND BE ACCOMPANIED BY A COPY OF THE APPLICANT'S EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SECOND PRESBYTERIAN CHURCH | |||||||
| 318 E 55TH ST | KANSAS CITY | MO | 64113 | NONE | PC | UNRESTRICTED | $15,000 |
| FIRST PRESBYTERIAN CHURCH HUTCHINSON | |||||||
| PO BOX 248 | HUTCHINSON | KS | 675040248 | NONE | PC | UNRESTRICTED | $5,000 |
| HUTCHINSON ART ASSOCIATION INC | |||||||
| 405 N WASHINGTON ST | HUTCHINSON | KS | 675014852 | NONE | PC | UNRESTRICTED | $500 |
| BOYS & GIRLS CLUB OF HUTCHINSON | |||||||
| PO BOX 1967 | HUTCHINSON | KS | 675041967 | NONE | PC | UNRESTRICTED | $500 |
| TECH | |||||||
| 10 E 1ST AVE | HUTCHINSON | KS | 675017101 | NONE | PC | UNRESTRICTED | $750 |
| CANCER COUNCIL OF RENO COUNTY INC | |||||||
| PO BOX 633 | HUTCHINSON | KS | 675040633 | NONE | PC | UNRESTRICTED | $400 |
| RENO COUNTY FOOD BANK | |||||||
| 700 N WALNUT ST | HUTCHINSON | KS | 675016288 | NONE | PC | UNRESTRICTED | $500 |
| KU ENDOWMENT | |||||||
| PO BOX 928 | LAWRENCE | KS | 660450928 | NONE | PC | UNRESTRICTED | $7,500 |
| SALINA ART CENTER | |||||||
| 242 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $3,000 |
| THE LAND INSTITUTE | |||||||
| 2440 E WATER WELL RD | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $1,000 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 159 S 4TH ST | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $1,500 |
| RONALD MCDONALD HOUSE | |||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | PC | UNRESTRICTED | $4,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | UNRESTRICTED | $1,000 |
| MOUNT PISGAH CHRISTIAN SCHOOL | |||||||
| 9875 NESBIT FERRY RD | JOHNS CREEK | GA | 30022 | NONE | PC | UNRESTRICTED | $1,000 |
| NORTH FULTON COMMUNITY CHARITIES | |||||||
| 11270 ELKINS ROAD | ROSWELL | GA | 30076 | NONE | PC | UNRESTRICTED | $1,000 |
| ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION | |||||||
| ONE MARGARET MITCHELL SQUARE | ATALANTA | GA | 30303 | NONE | PC | UNRESTRICTED | $500 |
| LONG VIEW RANCH | |||||||
| 190 BLEDSOE HOLLOW LN | MOSHEIM | TN | 37818 | NONE | PC | UNRESTRICTED | $750 |
| ST COLUMBIA SCHOOL | |||||||
| 1801 E THIRD AVENUE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $1,500 |
| DURANGO EARLY LEARNING CENTER INC | |||||||
| 890 EAST THRID AVENUE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $500 |
| DURANGO ART CENTER | |||||||
| 802 EAST 2ND AVE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $500 |
| 4 THE CHILDREN | |||||||
| 1625 N CHAPEL HILL ST | WICHITA | KS | 67206 | NONE | PC | UNRESTRICTED | $500 |
| ARC OF SOUTHWEST COLORADO | |||||||
| 1199 MAIN AVE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $500 |
| UMKC FOUNDATION - KCUR | |||||||
| 4825 TROOST AVE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PC | UNRESTRICTED | $8,000 |
| SALINA REGIONAL HEALTH CENTER | |||||||
| 511 S SANTA FE AVENUE | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $980 |
| MIMIS FOOD PANTRY | |||||||
| 2255 NW VIVION ROAD | RIVERSIDE | MO | 64150 | NONE | PC | UNRESTRICTED | $2,750 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 1030 WESTWELL RUN | ALPHARETTA | GA | 30022 | NONE | PC | UNRESTRICTED | $1,250 |
| BBBS OF SOUTHWEST COLORADO | |||||||
| PO BOX 2154 | DURANGO | CO | 81312 | NONE | PC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,380 | 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 | $43,730 | 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 | -$29,269 | 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 | $8,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,894 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $20 |
| MUTUAL FUND INCOME TIMING ADJ | $288 |
| COST BASIS ADJUSTMENT | $8 |
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 Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $8,429 | $0 |
| OTHER REVENUE | $4 | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $196 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $398 | $398 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $210 | $210 | $0 |