HARRY J BARUCH CHARITABLE TRUST CTUW 98-98-221874001: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY J BARUCH CHARITABLE TRUST CTUW 98-98-221874001 (EIN 44-6009799)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202441299349101859
- 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 | 446009799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARUCH CHARITABLE TRUST 10101700 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARU | 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 | 2024-04-18 | 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 | 2024-04-18 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $177,067 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $83 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,510 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,255 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,255 | 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 | $1,630 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51 | 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 |
| Tot Opr Expenses Rev And Expnss | $4,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,541 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,618 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,078 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $144,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,989 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $156,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $156,748 | CapitalStockBOYAmt |
| Capital Stock EOY | $148,056 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $156,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $105 | OtherIncreasesAmt |
| Subtotal | $148,056 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 59.714 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-01-13 | $1,308 | $1,163 | $145 | $145 | |
| 93.255 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-01-13 | $1,177 | $1,056 | $121 | $121 | |
| 28.232 PRINCIPAL BLUE CHIP-R6 | 2022-04-05 | 2023-01-13 | $848 | $1,019 | -$171 | -$171 | |
| 1.752 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2023-01-13 | $53 | $42 | $11 | $11 | |
| 3.526 VANGUARD INST INDEX-INST | 2020-11-03 | 2023-01-13 | $1,182 | $1,061 | $121 | $121 | |
| 9.047 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-01-20 | $196 | $176 | $20 | $20 | |
| 21.81098 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-01-20 | $412 | $481 | -$69 | -$69 | |
| 18.56402 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-01-20 | $351 | $410 | -$59 | -$59 | |
| 40.938 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2023-01-20 | $495 | $615 | -$120 | -$120 | |
| 30.301 MFS INSTL INTL EQUITY FUND | 2023-01-13 | 2023-01-20 | $921 | $897 | $24 | $24 | |
| 15.966 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-01-20 | $199 | $181 | $18 | $18 | |
| 23.574 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2023-01-20 | $708 | $568 | $140 | $140 | |
| 12.859 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2023-01-20 | $356 | $408 | -$52 | -$52 | |
| 59.226 VANGUARD TTL BD MKT IDX-ADM | 2023-01-13 | 2023-01-23 | $576 | $577 | -$1 | -$1 | |
| 59.52428 VANGUARD DEV MKT INDX-ADM | 2021-03-02 | 2023-01-23 | $870 | $787 | $83 | $83 | |
| .85372 VANGUARD DEV MKT INDX-ADM | 2021-03-02 | 2023-01-23 | $12 | $13 | -$1 | -$1 | |
| 5.525 VANGUARD INST INDEX-INST | 2020-11-03 | 2023-01-23 | $1,862 | $1,577 | $285 | $285 | |
| 1.676 VANGUARD SML CAP INDX-ADM | 2022-04-05 | 2023-01-23 | $159 | $169 | -$10 | -$10 | |
| 2.443 BLACKROCK EQTY DVDND-K | 2022-06-17 | 2023-06-02 | $46 | $47 | -$1 | -$1 | |
| 567.824 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-06-02 | $10,613 | $11,917 | -$1,304 | -$1,304 | |
| 3266.566 VANGUARD TTL BD MKT IDX-ADM | 2023-06-14 | 2023-07-12 | $31,163 | $30,685 | $478 | $478 | |
| .678 CHAMPLAIN MID CAP FUND-INST | 2023-06-14 | 2023-11-08 | $14 | $15 | -$1 | -$1 | |
| 75.104 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2023-11-08 | $1,585 | $1,564 | $21 | $21 | |
| 13.749 NUANCE MID CAP VALUE-INST | 2023-06-14 | 2023-11-08 | $153 | $171 | -$18 | -$18 | |
| 120.37 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-11-08 | $1,336 | $1,363 | -$27 | -$27 | |
| 30.994 DODGE & COX INCOME-I | 2022-02-24 | 2023-12-15 | $393 | $418 | -$25 | -$25 | |
| 11.149 DOUBLELINE TTL RTRN BND-I | 2023-01-13 | 2023-12-15 | $98 | $101 | -$3 | -$3 | |
| 3.436 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-06-14 | 2023-12-15 | $42 | $43 | -$1 | -$1 | |
| 8. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2023-12-15 | $829 | $827 | $2 | $2 | |
| 4. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2023-12-15 | $585 | $520 | $65 | $65 | |
| 11.783 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2023-12-15 | $386 | $347 | $39 | $39 | |
| 68.189 PRINCIPAL BLUE CHIP-R6 | 2022-06-17 | 2023-12-15 | $2,648 | $1,859 | $789 | $789 | |
| 88.739 PGIM HIGH YIELD-R6 | 2022-10-07 | 2023-12-15 | $418 | $401 | $17 | $17 | |
| 9.022 TRIBUTARY SMALL COMP-INST+ | 2022-03-29 | 2023-12-15 | $263 | $290 | -$27 | -$27 | |
| 15.066 VANGUARD DEV MKT INDX-ADM | 2023-06-14 | 2023-12-15 | $226 | $227 | -$1 | -$1 | |
| 8.359 VANGUARD INST INDEX-INST | 2022-06-17 | 2023-12-15 | $3,304 | $2,590 | $714 | $714 | |
| 1.586 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2023-12-15 | $160 | $165 | -$5 | -$5 | |
| 356.712 DOUBLELINE TTL RTRN BND-I | 2023-06-14 | 2023-12-20 | $3,157 | $3,189 | -$32 | -$32 | |
| 1457.648 DOUBLELINE TTL RTRN BND-I | 2022-04-05 | 2023-12-20 | $12,900 | $16,038 | -$3,138 | -$3,138 | |
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $608 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14 | 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 AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 AVE | 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 | $2,510 | 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 | $163,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50 | TotalTaxAmt |
| Distributable Before Adj | $8,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,498 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,796 | 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 | $9,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,541 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $5,243 | 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 | $9,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,541 | AppliedToYear1Amt |
| Applied To Prior Years | $1,255 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $3,988 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $3,988 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,498 | 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) |
|---|---|---|
| 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 | Mayo Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MAYO CLINIC 200 FIRST STREET SW | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT OF | GrantOrContributionPurposeTxt |
| Amt | $8,541 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,541 | 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 | $4,924 | 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 | -$1,123 | 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 | $83 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,884 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $103 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,579 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $41 | $41 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |