MILDRED HUNT RIDDLE CHARITABLE TRUST 98 23S030009: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MILDRED HUNT RIDDLE CHARITABLE TRUST 98 23S030009 (EIN 43-6736674)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202421299349101532
- 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 | 436736674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILDRED HUNT RIDDLE CHARITABLE 10138200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDD | 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 | 2024-05-01 | 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 | 2024-05-01 | 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 | $858,610 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,249 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,027 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $45,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,669 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,835 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,835 | 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 | $283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $283 | 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 | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $636,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $843,611 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $676,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $675,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $858,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $676,369 | CapitalStockBOYAmt |
| Capital Stock EOY | $675,253 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $676,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $675,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $676,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $675,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $676,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $174 | OtherIncreasesAmt |
| Subtotal | $675,253 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $675,253 | 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 |
|---|---|---|---|---|---|---|---|
| 10. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-13 | $2,452 | $1,912 | $540 | $540 | |
| 231. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $2,929 | $2,956 | -$27 | -$27 | |
| 22. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $1,429 | $1,464 | -$35 | -$35 | |
| 18. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-30 | $3,823 | $3,277 | $546 | $546 | |
| 6. ELEVANCE HEALTH INC | 2022-04-14 | 2023-02-09 | $2,916 | $3,109 | -$193 | -$193 | |
| 52. BIOMARIN PHARMACEUTICAL INC | 2023-02-09 | 2023-03-09 | $4,831 | $5,815 | -$984 | -$984 | |
| 13. DOLLAR GENERAL CORP | 2022-11-10 | 2023-03-09 | $2,832 | $3,296 | -$464 | -$464 | |
| 9. LULULEMON ATHLETICA INC | 2022-12-15 | 2023-03-09 | $2,712 | $2,948 | -$236 | -$236 | |
| 17. PIONEER NATURAL RESOURCES CO | 2020-12-10 | 2023-03-09 | $3,438 | $2,024 | $1,414 | $1,414 | |
| 27. CORTEVA INC | 2022-03-10 | 2023-04-13 | $1,691 | $1,432 | $259 | $259 | |
| 53. DEVON ENERGY CORP | 2022-09-16 | 2023-04-13 | $2,926 | $3,533 | -$607 | -$607 | |
| 56. PRINCIPAL FINANCIAL GROUP | 2022-10-13 | 2023-04-13 | $4,200 | $4,407 | -$207 | -$207 | |
| 14. UNION PACIFIC CORP | 2019-07-11 | 2023-04-13 | $2,768 | $2,398 | $370 | $370 | |
| 14. UNITED RENTALS INC | 2020-10-15 | 2023-04-13 | $5,209 | $2,652 | $2,557 | $2,557 | |
| 229. ISHARES RUSSELL MID-CAP ETF | 2009-04-14 | 2023-05-02 | $15,592 | $3,380 | $12,212 | $12,212 | |
| 280.565 MFS INSTL INTL EQUITY FUND | 2022-12-08 | 2023-05-02 | $8,911 | $7,294 | $1,617 | $1,617 | |
| 1250.933 NUANCE MID CAP VALUE-INST | 2016-11-22 | 2023-05-02 | $15,737 | $14,236 | $1,501 | $1,501 | |
| 436. VANGUARD TOTAL BOND MARKET | 2011-03-08 | 2023-05-02 | $32,155 | $34,553 | -$2,398 | -$2,398 | |
| 183.82 VANGUARD DEV MKT INDX-ADM | 2016-08-12 | 2023-05-02 | $2,708 | $2,208 | $500 | $500 | |
| 6. AMAZON COM INC | 2016-05-12 | 2023-05-11 | $676 | $216 | $460 | $460 | |
| 54. CVS CORPORATION | 2022-09-16 | 2023-05-11 | $3,721 | $5,517 | -$1,796 | -$1,796 | |
| 29. CORTEVA INC | 2022-09-16 | 2023-05-11 | $1,643 | $1,783 | -$140 | -$140 | |
| 63. CORTEVA INC | 2022-02-10 | 2023-05-11 | $3,569 | $3,200 | $369 | $369 | |
| 7. DEERE & CO | 2022-02-10 | 2023-05-11 | $2,596 | $2,738 | -$142 | -$142 | |
| 7. MICROCHIP TECHNOLOGY INC | 2023-03-09 | 2023-05-11 | $508 | $584 | -$76 | -$76 | |
| 9. BLOCK INC | 2023-01-30 | 2023-05-11 | $514 | $721 | -$207 | -$207 | |
| 2. MICROSOFT CORP | 2021-11-11 | 2023-05-18 | $635 | $665 | -$30 | -$30 | |
| 50. BLOCK INC | 2023-03-09 | 2023-05-18 | $2,964 | $3,802 | -$838 | -$838 | |
| 18. AMGEN INC | 2022-12-15 | 2023-06-15 | $4,104 | $4,791 | -$687 | -$687 | |
| 50. DISNEY WALT HOLDING CO | 2022-04-14 | 2023-06-15 | $4,650 | $6,596 | -$1,946 | -$1,946 | |
| 13. GOLDMAN SACHS GROUP INC | 2020-08-13 | 2023-06-15 | $4,406 | $2,753 | $1,653 | $1,653 | |
| 11186.356 VANGUARD TTL BD MKT IDX-ADM | 2023-05-02 | 2023-07-12 | $106,718 | $105,507 | $1,211 | $1,211 | |
| 4. LILLY ELI & COMPANY | 2022-03-10 | 2023-07-13 | $1,744 | $1,064 | $680 | $680 | |
| 2. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-07-13 | $1,913 | $822 | $1,091 | $1,091 | |
| 10. QUANTA SERVICES INC | 2021-11-11 | 2023-07-13 | $1,984 | $1,170 | $814 | $814 | |
| 12. DANAHER CORP | 2006-07-06 | 2023-08-10 | $3,087 | $291 | $2,796 | $2,796 | |
| 70. MICROCHIP TECHNOLOGY INC | 2023-03-09 | 2023-08-10 | $5,837 | $5,841 | -$4 | -$4 | |
| 29. ON SEMICONDUCTOR | 2022-07-14 | 2023-08-10 | $2,839 | $1,562 | $1,277 | $1,277 | |
| 17. QUANTA SERVICES INC | 2021-11-11 | 2023-08-10 | $3,401 | $1,760 | $1,641 | $1,641 | |
| 6. THERMO ELECTRON CORP | 2010-07-20 | 2023-08-10 | $3,277 | $296 | $2,981 | $2,981 | |
| 25. ADVANCED MICRO DEVICES INC | 2023-07-13 | 2023-09-14 | $2,680 | $2,900 | -$220 | -$220 | |
| 15. PEPSICO INC | 2023-05-11 | 2023-09-14 | $2,723 | $2,928 | -$205 | -$205 | |
| 2. PEPSICO INC | 2022-01-13 | 2023-09-14 | $363 | $349 | $14 | $14 | |
| 87. SCHWAB CHARLES CORP | 2021-10-14 | 2023-09-14 | $5,186 | $6,570 | -$1,384 | -$1,384 | |
| 98. DELTA AIR LINES INC | 2023-08-10 | 2023-10-12 | $3,432 | $4,395 | -$963 | -$963 | |
| 2. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-10-12 | $1,836 | $822 | $1,014 | $1,014 | |
| 15. QUANTA SERVICES INC | 2021-03-15 | 2023-10-12 | $2,670 | $1,326 | $1,344 | $1,344 | |
| 45. SHOPIFY INC - CLASS A | 2023-08-10 | 2023-10-12 | $2,400 | $2,544 | -$144 | -$144 | |
| .3333 VERALTO CORP | 2006-07-06 | 2023-10-13 | $24 | $3 | $21 | $21 | |
| 4. VERALTO CORP | 2006-07-06 | 2023-10-26 | $282 | $34 | $248 | $248 | |
| 68. ON SEMICONDUCTOR | 2022-08-11 | 2023-11-09 | $4,362 | $4,221 | $141 | $141 | |
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P | |||||
| CAPITAL GAIN DIVIDENDS | $911 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $128 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $128 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $408 | 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 AVE | 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 | $11,669 | 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 | $779,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $808,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $808,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $796,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $536 | TotalTaxAmt |
| Distributable Before Adj | $39,277 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,277 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,277 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,885 | 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 | $40,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,241 | 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 | $40,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,241 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,644 | 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 | $32,633 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker University | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1Txt |
| City | BALDWIN CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660060065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $35,050 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,050 | 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 | $18,437 | 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 | $26,249 | 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 | $1,027 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,713 | 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 | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| MUTUAL FUND TIMING ADJUSTMENT | $172 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $227 | $227 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $56 | $56 | $0 |