KATHRYN L HYDE CHARITABLE TR 10-20-89: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN L HYDE CHARITABLE TR 10-20-89 (EIN 43-6364915)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-10-11
- IRS object ID
- 202442859349100304
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-11T10:01:13-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | 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 | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436364915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE L HYDE CHARITABLE TRUST 10015300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | 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 | 2024-10-11 | 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 | 2024-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,351,273 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $75,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,017 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$19,498 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $291,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,325,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,934 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,129 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,129 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $380,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,080 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,129 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,005 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,503 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,503 | 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 |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,250 | 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 | $22,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $22,631 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,631 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,631 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $148,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $334,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,520 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,622,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,707,535 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,033,967 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $78,347 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,349 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $201,786 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,761,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,901,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,351,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,761,214 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,901,404 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,761,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,901,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,761,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,901,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,761,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $148,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,132 | OtherIncreasesAmt |
| Subtotal | $2,910,422 | SubtotalAmt |
| Other Decreases | $9,018 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,901,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (228 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 111. AMGEN INC | 2022-12-15 | 2023-06-15 | $25,306 | $29,541 | -$4,235 | -$4,235 | |
| 314. DISNEY WALT HOLDING CO | 2022-05-10 | 2023-06-15 | $29,205 | $35,334 | -$6,129 | -$6,129 | |
| 86. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2023-06-15 | $29,148 | $20,852 | $8,296 | $8,296 | |
| 25000. WALMART INC 3.4% 26 JUN 2023 | 2020-07-23 | 2023-06-26 | $25,000 | $25,000 | |||
| 8. ALPHABET INC | 2014-05-28 | 2023-07-13 | $993 | $229 | $764 | $764 | |
| 18. AMAZON COM INC | 2016-01-28 | 2023-07-13 | $2,417 | $550 | $1,867 | $1,867 | |
| 4. GRAINGER W W INC | 2022-11-10 | 2023-07-13 | $3,058 | $2,429 | $629 | $629 | |
| 23. LILLY ELI & COMPANY | 2022-05-10 | 2023-07-13 | $10,028 | $6,642 | $3,386 | $3,386 | |
| 7. O'REILLY AUTOMOTIVE INC | 2022-03-18 | 2023-07-13 | $6,697 | $1,807 | $4,890 | $4,890 | |
| 55. QUANTA SERVICES INC | 2021-09-23 | 2023-07-13 | $10,911 | $6,541 | $4,370 | $4,370 | |
| 25000. ORACLE CORP 3.625% 15 JUL 2023 | 2016-12-07 | 2023-07-17 | $25,000 | $25,000 | |||
| 77. DANAHER CORP | 2012-09-14 | 2023-08-10 | $19,806 | $3,163 | $16,643 | $16,643 | |
| 441. MICROCHIP TECHNOLOGY INC | 2023-03-09 | 2023-08-10 | $36,770 | $36,796 | -$26 | -$26 | |
| 200. ON SEMICONDUCTOR | 2022-07-14 | 2023-08-10 | $19,581 | $10,771 | $8,810 | $8,810 | |
| 107. QUANTA SERVICES INC | 2021-11-17 | 2023-08-10 | $21,407 | $12,672 | $8,735 | $8,735 | |
| 35. THERMO ELECTRON CORP | 2022-05-10 | 2023-08-10 | $19,117 | $4,349 | $14,768 | $14,768 | |
| 145. ADVANCED MICRO DEVICES INC | 2023-07-13 | 2023-09-14 | $15,542 | $16,822 | -$1,280 | -$1,280 | |
| 93. PEPSICO INC | 2023-05-11 | 2023-09-14 | $16,884 | $18,156 | -$1,272 | -$1,272 | |
| 10. PEPSICO INC | 2022-01-13 | 2023-09-14 | $1,815 | $1,741 | $74 | $74 | |
| 556. SCHWAB CHARLES CORP | 2022-05-10 | 2023-09-14 | $33,144 | $41,690 | -$8,546 | -$8,546 | |
| 626. DELTA AIR LINES INC | 2023-08-10 | 2023-10-12 | $21,924 | $28,071 | -$6,147 | -$6,147 | |
| 18. O'REILLY AUTOMOTIVE INC | 2012-08-21 | 2023-10-12 | $16,523 | $1,544 | $14,979 | $14,979 | |
| 94. QUANTA SERVICES INC | 2021-11-17 | 2023-10-12 | $16,731 | $8,424 | $8,307 | $8,307 | |
| 291. SHOPIFY INC - CLASS A | 2023-08-10 | 2023-10-12 | $15,522 | $16,453 | -$931 | -$931 | |
| .6667 VERALTO CORP | 2012-08-21 | 2023-10-13 | $48 | $9 | $39 | $39 | |
| 27. VERALTO CORP | 2012-08-21 | 2023-10-18 | $1,968 | $382 | $1,586 | $1,586 | |
| 422. ON SEMICONDUCTOR | 2022-08-11 | 2023-11-09 | $27,071 | $26,310 | $761 | $761 | |
| 25000. US TREASURY NOTE/BOND .125% 15 DEC 2023 | 2023-01-25 | 2023-12-15 | $25,000 | $24,018 | $982 | $982 | |
| 231. BOEING CO | 2022-12-15 | 2024-01-08 | $53,730 | $41,749 | $11,981 | $11,981 | |
| 66. DEERE & CO | 2022-05-10 | 2024-01-11 | $25,832 | $22,653 | $3,179 | $3,179 | |
| 45. NETFLIX COM INC | 2022-12-15 | 2024-01-11 | $22,231 | $13,078 | $9,153 | $9,153 | |
| 25000. US BANCORP 3.7% 30 JAN 2024 | 2017-07-31 | 2024-01-30 | $25,000 | $25,000 | |||
| 25000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024 | 2016-12-07 | 2024-02-01 | $25,000 | $25,000 | |||
| 24. INTUIT INC | 2022-05-10 | 2024-02-15 | $15,918 | $7,745 | $8,173 | $8,173 | |
| 171. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-02-15 | $14,677 | $15,433 | -$756 | -$756 | |
| 28. PALO ALTO NETWORKS INC | 2021-12-03 | 2024-02-15 | $10,256 | $4,913 | $5,343 | $5,343 | |
| 17. SERVICENOW INC | 2023-01-30 | 2024-02-15 | $13,297 | $7,534 | $5,763 | $5,763 | |
| 126. TESLA INC | 2021-05-13 | 2024-02-15 | $25,045 | $28,557 | -$3,512 | -$3,512 | |
| 43. VERTEX PHARMACEUTICALS INC | 2022-09-16 | 2024-02-15 | $18,274 | $12,444 | $5,830 | $5,830 | |
| 172. ALPHABET INC | 2023-01-30 | 2024-02-28 | $23,418 | $8,835 | $14,583 | $14,583 | |
| 18. INTUIT INC | 2019-01-11 | 2024-02-28 | $11,869 | $3,712 | $8,157 | $8,157 | |
| 60. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-02-28 | $14,923 | $10,618 | $4,305 | $4,305 | |
| 43. PALO ALTO NETWORKS INC | 2022-01-14 | 2024-02-28 | $13,566 | $7,294 | $6,272 | $6,272 | |
| 736. SCHLUMBERGER LTD | 2023-09-14 | 2024-02-28 | $35,416 | $41,814 | -$6,398 | -$6,398 | |
| 5. SERVICENOW INC | 2023-05-11 | 2024-02-28 | $3,800 | $2,259 | $1,541 | $1,541 | |
| 12. SERVICENOW INC | 2023-01-30 | 2024-02-28 | $9,119 | $5,318 | $3,801 | $3,801 | |
| 11. BOOKING HOLDINGS INC | 2023-03-09 | 2024-03-26 | $40,179 | $27,676 | $12,503 | $12,503 | |
| 145. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-03-26 | $41,289 | $24,042 | $17,247 | $17,247 | |
| 85. VERTEX PHARMACEUTICALS INC | 2022-07-14 | 2024-03-26 | $35,533 | $22,124 | $13,409 | $13,409 | |
| 25000. MASTERCARD INC 3.375% 01 APR 2024 | 2020-07-23 | 2024-04-01 | $25,000 | $25,000 | |||
| 29. ADOBE SYSTEMS INC | 2023-11-09 | 2024-04-11 | $14,080 | $16,814 | -$2,734 | -$2,734 | |
| 114. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-04-11 | $9,878 | $8,526 | $1,352 | $1,352 | |
| 24. NVIDIA CORP | 2020-05-27 | 2024-04-11 | $21,611 | $2,031 | $19,580 | $19,580 | |
| 75. UNITEDHEALTH GROUP INC | 2011-03-10 | 2024-04-11 | $33,302 | $3,287 | $30,015 | $30,015 | |
| 119. AMERICAN TOWER CORP | 2024-01-11 | 2024-05-09 | $22,198 | $24,692 | -$2,494 | -$2,494 | |
| 34. IDEXX LABORATORIES CORP | 2024-02-15 | 2024-05-09 | $17,065 | $19,320 | -$2,255 | -$2,255 | |
| 113. ACCENTURE PLC-CL A | 2022-05-10 | 2024-05-09 | $34,515 | $30,891 | $3,624 | $3,624 | |
| 35. ALPHABET INC | 2014-05-28 | 2024-05-15 | $6,030 | $733 | $5,297 | $5,297 | |
| 45. AMAZON COM INC | 2023-04-13 | 2024-05-15 | $8,347 | $4,607 | $3,740 | $3,740 | |
| 59. APPLE COMPUTER INC | 2023-05-11 | 2024-05-15 | $11,198 | $10,271 | $927 | $927 | |
| 4. AXON ENTERPRISE INC | 2024-02-15 | 2024-05-15 | $1,173 | $1,090 | $83 | $83 | |
| 17. BANK OF AMERICA CORP | 2024-04-11 | 2024-05-15 | $658 | $622 | $36 | $36 | |
| 9. BERKSHIRE HATHAWAY INC-CL B | 2022-03-17 | 2024-05-15 | $3,708 | $3,095 | $613 | $613 | |
| 2. BROADCOM INC | 2023-09-14 | 2024-05-15 | $2,865 | $1,744 | $1,121 | $1,121 | |
| 14. CHEVRONTEXACO CORP | 2022-05-10 | 2024-05-15 | $2,274 | $2,245 | $29 | $29 | |
| 1. CHIPOTLE MEXICAN GRILL INC | 2023-08-10 | 2024-05-15 | $3,173 | $1,846 | $1,327 | $1,327 | |
| 3. CINTAS CORP | 2023-05-11 | 2024-05-15 | $2,072 | $1,422 | $650 | $650 | |
| 11. CITIGROUP INC | 2024-05-09 | 2024-05-15 | $702 | $697 | $5 | $5 | |
| 6. COSTCO WHOLESALE CORP | 2022-05-10 | 2024-05-15 | $4,724 | $3,006 | $1,718 | $1,718 | |
| 4. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-05-15 | $1,374 | $1,324 | $50 | $50 | |
| 5. DANAHER CORP | 2012-08-21 | 2024-05-15 | $1,314 | $179 | $1,135 | $1,135 | |
| 7. DISNEY WALT HOLDING CO | 2024-03-26 | 2024-05-15 | $712 | $843 | -$131 | -$131 | |
| 13. EMERSON ELECTRIC CO | 2024-01-11 | 2024-05-15 | $1,487 | $1,233 | $254 | $254 | |
| 12. EXXON MOBIL CORP | 2024-04-11 | 2024-05-15 | $1,415 | $1,463 | -$48 | -$48 | |
| 11. META PLATFORMS INC-CLASS A | 2024-04-11 | 2024-05-15 | $5,283 | $5,748 | -$465 | -$465 | |
| 8. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-05-15 | $2,355 | $2,004 | $351 | $351 | |
| 2. GRAINGER W W INC | 2022-11-10 | 2024-05-15 | $1,905 | $1,214 | $691 | $691 | |
| 4. HOME DEPOT INC | 2009-05-20 | 2024-05-15 | $1,393 | $95 | $1,298 | $1,298 | |
| 4. INTUIT INC | 2019-01-11 | 2024-05-15 | $2,621 | $825 | $1,796 | $1,796 | |
| 5. INTUITIVE SURGICAL INC | 2023-08-10 | 2024-05-15 | $1,987 | $1,527 | $460 | $460 | |
| 10. IRON MOUNTAIN INC | 2024-05-09 | 2024-05-15 | $821 | $794 | $27 | $27 | |
| 25. J P MORGAN CHASE & CO | 2022-05-10 | 2024-05-15 | $5,015 | $2,561 | $2,454 | $2,454 | |
| 8. LILLY ELI & COMPANY | 2022-05-10 | 2024-05-15 | $6,256 | $2,288 | $3,968 | $3,968 | |
| 3198. NUANCE MID CAP VALUE-INST | 2019-03-19 | 2024-05-15 | $41,350 | $39,655 | $1,695 | $1,695 | |
| 13. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-05-15 | $2,235 | $2,175 | $60 | $60 | |
| 6. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-05-15 | $1,411 | $1,062 | $349 | $349 | |
| 6. MASTERCARD INC - A | 2023-01-13 | 2024-05-15 | $2,741 | $2,258 | $483 | $483 | |
| 6. MCKESSON HBOC INC | 2022-10-13 | 2024-05-15 | $3,297 | $2,126 | $1,171 | $1,171 | |
| 11. MERCK & CO. INC. | 2024-03-26 | 2024-05-15 | $1,442 | $1,382 | $60 | $60 | |
| 17. MICROSOFT CORP | 2023-04-13 | 2024-05-15 | $7,199 | $4,917 | $2,282 | $2,282 | |
| 19. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-05-15 | $1,359 | $1,392 | -$33 | -$33 | |
| 16. MORGAN STANLEY DEAN WITTER & CO | 2020-12-04 | 2024-05-15 | $1,601 | $1,039 | $562 | $562 | |
| 2. NETFLIX COM INC | 2023-05-11 | 2024-05-15 | $1,240 | $689 | $551 | $551 | |
| 80. NEXTERA ENERGY INC | 2017-08-11 | 2024-05-15 | $6,147 | $2,942 | $3,205 | $3,205 | |
| 11. NUCOR CORP | 2021-09-09 | 2024-05-15 | $1,929 | $1,241 | $688 | $688 | |
| 5. NVIDIA CORP | 2020-05-27 | 2024-05-15 | $4,728 | $423 | $4,305 | $4,305 | |
| 3. O'REILLY AUTOMOTIVE INC | 2012-08-21 | 2024-05-15 | $3,033 | $257 | $2,776 | $2,776 | |
| 28. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-05-15 | $602 | $705 | -$103 | -$103 | |
| 5. PARKER HANNIFIN CORP | 2023-06-15 | 2024-05-15 | $2,765 | $1,869 | $896 | $896 | |
| 6. PEPSICO INC | 2022-01-13 | 2024-05-15 | $1,077 | $1,045 | $32 | $32 | |
| 7. QUANTA SERVICES INC | 2021-03-18 | 2024-05-15 | $1,889 | $616 | $1,273 | $1,273 | |
| 3. SERVICENOW INC | 2023-05-11 | 2024-05-15 | $2,272 | $1,355 | $917 | $917 | |
| 4. STRYKER CORP | 2024-02-15 | 2024-05-15 | $1,318 | $1,395 | -$77 | -$77 | |
| 3. SYNOPSYS INC | 2023-10-12 | 2024-05-15 | $1,741 | $1,491 | $250 | $250 | |
| 14. TJX COMPANIES INC | 2023-09-14 | 2024-05-15 | $1,374 | $1,313 | $61 | $61 | |
| 2. THERMO ELECTRON CORP | 2012-08-21 | 2024-05-15 | $1,197 | $113 | $1,084 | $1,084 | |
| 8. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-05-15 | $828 | $786 | $42 | $42 | |
| 11. VISA INC-CLASS A SHARES | 2023-01-13 | 2024-05-15 | $3,092 | $2,458 | $634 | $634 | |
| 48. WAL MART STORES INC | 2024-02-15 | 2024-05-15 | $2,862 | $2,710 | $152 | $152 | |
| 13. WELLS FARGO & CO | 2024-04-11 | 2024-05-15 | $805 | $741 | $64 | $64 | |
| 12. WELLTOWER INC | 2024-02-28 | 2024-05-15 | $1,206 | $1,106 | $100 | $100 | |
| 15. PENTAIR PLC | 2023-07-13 | 2024-05-15 | $1,267 | $1,003 | $264 | $264 | |
| 11. TRANE TECHNOLOGIES PLC | 2024-05-09 | 2024-05-15 | $3,635 | $3,661 | -$26 | -$26 | |
| 8. CHUBB LTD | 2024-03-26 | 2024-05-15 | $2,019 | $2,056 | -$37 | -$37 | |
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,765 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $576 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $576 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,071 | 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 | 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
| 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $43,005 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION MAINTAINS A PROPERTY LOCATED AT 1110 E. 13TH STREET - CARTHAGE, MO 64836. THIS PROPERTY IS USED BY THE NON-PROFIT GROUP "ARTCENTRAL" AS A GALLERY FOR LOCAL | Description1Txt |
| Expenses1 | $19,498 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,812,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $219,049 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,091,938 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,091,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,030,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,647 | TotalTaxAmt |
| Distributable Before Adj | $196,881 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,881 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,881 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,265 | 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 | $186,265 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,881 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $163,764 | 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 | $186,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $163,764 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,501 | 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 | $174,380 | 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 (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MISSOURI SOUTHERN FOUNDATION | ||||||||
| C/O ELIZABETH EBERT | 3950 NEWMAN RD | JOPLIN | MO | 648011595 | NONE | SO III FI | TUITION, FEES OR EXPENSES | $49,129 |
| CARTHAGE HUMANE SOCIETY | ||||||||
| C/O DEBORAH BELL | PO BOX 106 | CARTHAGE | MO | 64836 | NONE | PC | SUPPORT OF CHARITABLE | $16,376 |
| ST ANNS CATHOLIC SCHOOL | ||||||||
| C/O BONNIE SCHAEFFER | 1156 GRAND AVE | CARTHAGE | MO | 648362832 | NONE | PC | TUITION OR BOOKS OR | $16,376 |
| CEREBRAL PALSY OF TRI-COUNTY | ||||||||
| C/O CHRISTY GRAHAM | 1401 W AUSTIN ST | WEBB CITY | MO | 648701617 | NONE | PC | SUPPORT OF CHARITABLE | $16,376 |
| CARTHAGE PUBLIC LIBRARY | ||||||||
| C/O JULIE YOCKEY-DIRECTOR | 612 S GARRISON AVE | CARTHAGE | MO | 648361752 | NONE | PC | SUPPORT OF CHARITABLE | $16,376 |
| FATHER FLANIGAN'S BOYS' HOME | ||||||||
| C/O GIRLS AND BOYS TOWN ESTATE ADMIN | PO BOX 145 | BOYS TOWN | NE | 68010 | NONE | PC | SUPPORT OF CHARITABLE | $49,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,762 | 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 | $75,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$19,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $291,934 | 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 | ROYALTY INCOME | Desc |
| Exclusion | 10 | ExclusionCd |
| Exclusion | $13,129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $360,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $360,582 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AMORTIZATION/ACCRETION INCOME ADJUSTMENT | $7,781 |
| IRS REFUND INTEREST | $45 |
| 2024 TRANSACTIONS POSTED IN 2023 | $1,140 |
| ROUNDING | $52 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE (NON-DEDUCTIBLE | $356 | $356 | $0 |
| Rent and Royalty Expense | $22,631 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income | Desc |
| Revenue And Expenses Per Books | $13,129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,129 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTIONS POSTED IN 2023 | $1,029 |
| WASH SALE LOSS ADJUSTMENT | $103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $762 | $762 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $426 | $426 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $62 | $62 | $0 |