RALPH L SMITH FOUNDATION 13952400: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RALPH L SMITH FOUNDATION 13952400 (EIN 44-6008508)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349102513
- 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 | 446008508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH L SMITH FOUNDATION 13952400 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 8168607711 | 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 | 8168607711 | 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 | $23,625,285 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $280,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $497,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,044,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $497,190 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $778,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $778,169 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,144 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,886 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,258 | 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 | $5,400 | TaxesRevAndExpnssAmt |
| 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 | $83,288 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,288 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $141,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $595,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $662,995 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $558,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,039,049 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,039,049 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $10,082,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,202,521 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,586,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,641,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,241,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,625,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,641,154 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,241,570 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,641,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,241,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,641,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,241,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,641,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $595,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,529 | OtherIncreasesAmt |
| Subtotal | $11,241,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,241,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1250. TJX COMPANIES INC | 2012-12-27 | 2023-01-05 | $100,570 | $15,534 | $85,036 | $85,036 |
| 1500. TJX COMPANIES INC | 2013-05-16 | 2023-01-05 | $120,684 | $25,244 | $95,440 | $95,440 |
| 923.96 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2023-01-17 | $924 | $1,090 | -$166 | -$166 |
| 923.96 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2023-01-17 | $924 | $924 | $924 | |
| 928.2 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2023-02-15 | $928 | $928 | $928 | |
| 928.2 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2023-02-15 | $928 | $1,095 | -$167 | -$167 |
| 200. DANAHER CORP | 2012-12-27 | 2023-03-08 | $49,313 | $3,914 | $45,399 | $45,399 |
| 200. MICROSOFT CORP | 2012-12-27 | 2023-03-08 | $50,310 | $1,489 | $48,821 | $48,821 |
| 150. NVIDIA CORP | 2021-04-09 | 2023-03-08 | $35,709 | $21,464 | $14,245 | $14,245 |
| 200. NVIDIA CORP | 2021-04-09 | 2023-03-08 | $47,625 | $28,619 | $19,006 | $19,006 |
| 932.45 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2023-03-15 | $932 | $932 | $932 | |
| 932.45 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2023-03-15 | $932 | $1,100 | -$168 | -$168 |
| 936.73 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2023-04-17 | $937 | $1,105 | -$168 | -$168 |
| 936.73 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2023-04-17 | $937 | $937 | $937 | |
| 350. MICROSOFT CORP | 2012-12-27 | 2023-04-17 | $100,413 | $2,605 | $97,808 | $97,808 |
| 350. MICROSOFT CORP | 2012-12-27 | 2023-04-17 | $100,413 | $6,312 | $94,101 | $94,101 |
| 663.79 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2023-05-15 | $664 | $780 | -$116 | -$116 |
| 663.79 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2023-05-15 | $664 | $664 | $664 | |
| 100000. AMERICAN EXPRESS CO 03/08/2023 | 2018-08-01 | 2023-07-03 | $100,000 | $100,000 | ||
| 100000. AMERICAN EXPRESS CO 03/08/2023 | 2018-08-01 | 2023-07-03 | $100,000 | $100,000 | ||
| 200. NVIDIA CORP | 2021-04-09 | 2023-08-28 | $93,226 | $28,619 | $64,607 | $64,607 |
| 150. NVIDIA CORP | 2021-04-09 | 2023-08-28 | $69,919 | $21,464 | $48,455 | $48,455 |
| .3333 VERALTO CORP | 2012-12-27 | 2023-10-13 | $24 | $2 | $22 | $22 |
| 350. SOLAREDGE TECHNOLOGIES INC | 2022-02-16 | 2023-12-28 | $33,559 | $93,234 | -$59,675 | -$59,675 |
| 350. SOLAREDGE TECHNOLOGIES INC | 2022-02-16 | 2023-12-28 | $33,559 | $93,234 | -$59,675 | -$59,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $497,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,613 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,397 | OverpaymentAmt |
| Applied To ES Tax | $4,397 | 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 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | TRUSTEE | 20 | $53,144 |
| PAUL N DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| ELIZABETH SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| SUZANNE D BIRKANS CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $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 | $20,664,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $786,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,451,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,451,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $321,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,129,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,056,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,056,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,216 | TotalTaxAmt |
| Distributable Before Adj | $1,047,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,047,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,047,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,708 | 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 | $61,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,047,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $227,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $227,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $227,479 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $227,479 | 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 | $758,064 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI FEEK - UMB N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF NO MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS- ATTACHMENTS TO BE DETERMINED UPON INITIAL TELEPHONE CALL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND ELEEMOSYNARY PURPOSES FOR THE BENEFIT OF THE PUBLIC | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST ANN CATHOLIC CHURCH | ||||||||
| 7231 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | CHARITABLE CONTRIBUTION | $7,500 | |
| ST ANN SCHOOL | ||||||||
| 7231 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| BISHOP MIEGE HIGH SCHOOL FOUNDATION | ||||||||
| 5041 REINHARDT DRIVE | SHAWNEE | KS | 66205 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HIGHWAY NUMBER 119 | ARLINGTON | VA | 22207 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| UNITED CHARITABLE FBO FAIR CHARITABLE | ||||||||
| 44921 GEORGE WASHINGTON | ASHBURN | VA | 20147 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | FUND |
| SAINT PAULS OUTREACH | ||||||||
| 2520 LEXINGTON AVE SOUTH | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| CHRIST EPISCOPAL CHURCH FOUNDATION OF | ||||||||
| 536 WEST NORTH STREET | ASPEN | CO | 81611 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | ASPEN INC |
| ENGLISH IN ACTION | ||||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| LIBERTY COUNSEL INC | ||||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 | |
| AMERICA ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTION | $2,200 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE CONTRIBUTION | $2,250 | |
| THE FEDERALIST SOCIETY FOR LAW AND PUB | ||||||||
| 1776 I STREET NW | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 NORTH 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| HARVESTERS THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| ROARING FORK CONSERVANCY | ||||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,450 | 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 | $280,979 | 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 | $497,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $778,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $778,169 | 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 (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL INVESTMENT SERVICE | $82,538 | $82,538 | $0 |
| INSURANCE | $750 | $750 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $4,527 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |