ARVIN GOTTLIEB CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARVIN GOTTLIEB CHARITABLE FOUNDATION (EIN 43-6380792)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202423169349102707
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T16:01:14-06:00 | 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 | 436380792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARVIN GOTTLIEB CHARITABLE FOUNDATION 10015600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | 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 | 2024-10-31 | 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 | 2024-10-31 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,075,795 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $848,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $826,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,473,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,337,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,473,749 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $130,605 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $139,102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,452,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,439,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $333,233 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $249,925 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $83,308 | 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 Rev And Expnss | $3,103 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $776 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,327 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,161 | 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 | $5,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,237 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $387,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $262,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,657,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,657,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,044,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $262,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,744,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $407,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,177,107 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,065,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $902,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $902,293 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,813,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,015,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,226,951 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $24,291,946 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,741,253 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,946,551 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,170,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,658,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,075,795 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,170,322 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,658,896 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,170,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,658,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,170,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,658,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,170,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $407,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,204 | OtherIncreasesAmt |
| Subtotal | $28,659,055 | SubtotalAmt |
| Other Decreases | $159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,658,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 748.21 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-01-25 | $748 | $676 | $72 | $72 | |
| 2692.26 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-01-25 | $2,692 | $2,423 | $269 | $269 | |
| 3354.57 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-01-25 | $3,355 | $3,052 | $303 | $303 | |
| 70000. D.R. HORTON INC 4.75% 15 FEB 2023 | 2017-05-15 | 2023-02-15 | $70,000 | $70,000 | |||
| 661.97 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-02-27 | $662 | $598 | $64 | $64 | |
| 3255.59 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-02-27 | $3,256 | $2,930 | $326 | $326 | |
| 3146.27 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-02-27 | $3,146 | $2,862 | $284 | $284 | |
| 664.35 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-03-27 | $664 | $600 | $64 | $64 | |
| 3767.63 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-03-27 | $3,768 | $3,391 | $377 | $377 | |
| 3025.22 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-03-27 | $3,025 | $2,752 | $273 | $273 | |
| 150000. SALESFORCE INC 3.25% 11 APR 2023 | 2018-06-22 | 2023-04-11 | $150,000 | $149,009 | $991 | $991 | |
| 1500. AMAZON COM INC | 2019-11-27 | 2023-04-19 | $157,022 | $124,314 | $32,708 | $32,708 | |
| 600. APPLE COMPUTER INC | 2008-10-17 | 2023-04-19 | $100,649 | $2,112 | $98,537 | $98,537 | |
| 75. BLACKROCK INC | 2014-09-25 | 2023-04-19 | $52,216 | $24,171 | $28,045 | $28,045 | |
| 3000. CVS CORPORATION | 2021-02-16 | 2023-04-19 | $222,237 | $214,355 | $7,882 | $7,882 | |
| 200. COSTCO WHOLESALE CORP | 2016-10-14 | 2023-04-19 | $99,326 | $25,469 | $73,857 | $73,857 | |
| 800. J P MORGAN CHASE & CO | 2015-04-07 | 2023-04-19 | $112,442 | $48,819 | $63,623 | $63,623 | |
| 400. MICROSOFT CORP | 2001-05-31 | 2023-04-19 | $115,403 | $13,894 | $101,509 | $101,509 | |
| 350. PROCTER & GAMBLE CO | 2000-04-14 | 2023-04-19 | $52,888 | $11,478 | $41,410 | $41,410 | |
| 725. 3M CO | 1995-10-19 | 2023-04-19 | $76,695 | $19,481 | $57,214 | $57,214 | |
| 1500. MEDTRONIC PLC | 2020-04-01 | 2023-04-19 | $127,429 | $130,002 | -$2,573 | -$2,573 | |
| 14409.222 CAUSEWAY EMERGING MKTS-INST | 2017-12-13 | 2023-04-20 | $134,438 | $200,000 | -$65,562 | -$65,562 | |
| 5161.29 DRIEHAUS EMERG MKTS GRW-INST | 2017-12-13 | 2023-04-20 | $171,252 | $200,000 | -$28,748 | -$28,748 | |
| 4744. ISHARES RUSSELL MID-CAP ETF | 2020-12-22 | 2023-04-20 | $331,247 | $324,390 | $6,857 | $6,857 | |
| 21962.961 PRINCIPAL MIDCAP FUND-R6 | 2015-01-12 | 2023-04-20 | $733,783 | $469,561 | $264,222 | $264,222 | |
| 18797.499 VANGUARD DEV MKT INDX-ADM | 2017-12-13 | 2023-04-20 | $279,143 | $269,556 | $9,587 | $9,587 | |
| 1352.28 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-04-25 | $1,352 | $1,221 | $131 | $131 | |
| 2905.91 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-04-25 | $2,906 | $2,615 | $291 | $291 | |
| 2945.91 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-04-25 | $2,946 | $2,680 | $266 | $266 | |
| 125000. AMAZON.COM INC 2.8% 22 AUG 2024 | 2018-06-15 | 2023-04-27 | $122,335 | $120,534 | $1,801 | $1,801 | |
| 75000. MASTERCARD INC 3.375% 01 APR 2024 | 2019-01-31 | 2023-04-27 | $73,925 | $75,334 | -$1,409 | -$1,409 | |
| 65000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024 | 2019-01-16 | 2023-04-27 | $64,254 | $65,030 | -$776 | -$776 | |
| 662.6 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-05-25 | $663 | $598 | $65 | $65 | |
| 3552.11 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-05-25 | $3,552 | $3,197 | $355 | $355 | |
| 3355.32 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-05-25 | $3,355 | $3,053 | $302 | $302 | |
| 400. APPLE COMPUTER INC | 2008-10-17 | 2023-06-21 | $73,636 | $1,408 | $72,228 | $72,228 | |
| 300. COSTCO WHOLESALE CORP | 2008-10-17 | 2023-06-21 | $155,941 | $17,307 | $138,634 | $138,634 | |
| 500. JOHNSON & JOHNSON | 2000-03-14 | 2023-06-21 | $81,879 | $18,338 | $63,541 | $63,541 | |
| 400. MICROSOFT CORP | 2001-05-31 | 2023-06-21 | $133,407 | $13,894 | $119,513 | $119,513 | |
| 400. NVIDIA CORP | 2022-05-24 | 2023-06-21 | $172,443 | $68,839 | $103,604 | $103,604 | |
| 618.32 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-06-26 | $618 | $558 | $60 | $60 | |
| 3379.11 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-06-26 | $3,379 | $3,041 | $338 | $338 | |
| 3415.76 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-06-26 | $3,416 | $3,108 | $308 | $308 | |
| 698.5 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-07-25 | $699 | $631 | $68 | $68 | |
| 3348.89 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-07-25 | $3,349 | $3,014 | $335 | $335 | |
| 3652.11 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-07-25 | $3,652 | $3,323 | $329 | $329 | |
| 979.66 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-08-25 | $980 | $884 | $96 | $96 | |
| 2745.67 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-08-25 | $2,746 | $2,471 | $275 | $275 | |
| 3464.12 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-08-25 | $3,464 | $3,152 | $312 | $312 | |
| 900. TEXAS INSTRUMENTS INC | 2002-11-13 | 2023-09-05 | $153,433 | $24,945 | $128,488 | $128,488 | |
| 614.59 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-09-25 | $615 | $555 | $60 | $60 | |
| 3057.67 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-09-25 | $3,058 | $2,752 | $306 | $306 | |
| 3436.93 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-09-25 | $3,437 | $3,127 | $310 | $310 | |
| 1419.6 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-10-25 | $1,420 | $1,282 | $138 | $138 | |
| 2606.14 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-10-25 | $2,606 | $2,346 | $260 | $260 | |
| 3095.84 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-10-25 | $3,096 | $2,816 | $280 | $280 | |
| 4317. FIRST HORIZON CORP | 2023-07-06 | 2023-11-02 | $49,004 | $50,491 | -$1,487 | -$1,487 | |
| 1000. GALLAGHER ARTHUR J & CO | 2002-11-13 | 2023-11-02 | $241,634 | $26,320 | $215,314 | $215,314 | |
| 4000. REALTY INCOME CORP | 2021-10-12 | 2023-11-02 | $199,907 | $228,536 | -$28,629 | -$28,629 | |
| 500. EATON CORP PLC | 2021-02-16 | 2023-11-02 | $107,530 | $63,125 | $44,405 | $44,405 | |
| 597.24 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-11-27 | $597 | $539 | $58 | $58 | |
| 2562.07 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-11-27 | $2,562 | $2,306 | $256 | $256 | |
| 3180.56 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-11-27 | $3,181 | $2,894 | $287 | $287 | |
| 500. BOEING CO | 2020-12-22 | 2023-12-20 | $130,635 | $110,724 | $19,911 | $19,911 | |
| 3500. PFIZER INC | 2017-03-23 | 2023-12-20 | $96,780 | $110,642 | -$13,862 | -$13,862 | |
| 43228.799 DOUBLELINE TTL RTRN BND-I | 2012-10-17 | 2023-12-26 | $382,575 | $492,376 | -$109,801 | -$109,801 | |
| 598.16 FR RD5088 1.5% 01 MAY 2032 | 2022-12-02 | 2023-12-26 | $598 | $540 | $58 | $58 | |
| 2661.41 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2023-12-26 | $2,661 | $2,395 | $266 | $266 | |
| 2847.79 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-12-26 | $2,848 | $2,591 | $257 | $257 | |
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,882 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,473,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,729 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,313 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,042 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,780 | OverpaymentAmt |
| Applied To ES Tax | $16,780 | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 2 | $221,789 |
| PETER BROWN LATHROP AND GAGE | ||||||
| 2345 GRAND BLVD SUITE 2800 | KANSAS CITY | MO | 64108 | CO-TRUSTEE | 2 | $55,722 |
| BARTON J COHEN | ||||||
| 9010 SHAWNEE MISSION PARKWAY | MISSION | KS | 662022820 | CO-TRUSTEE | 2 | $55,722 |
| 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 | $36,432,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,021,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,764,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,217,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,217,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $618,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,599,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,029,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,029,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,262 | TotalTaxAmt |
| Distributable Before Adj | $1,999,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,999,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,999,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,744,650 | 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 | $1,744,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,999,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $722,779 | 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 | $1,744,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $722,779 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,021,871 | 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 | $977,830 | 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 (45 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 |
|---|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | ||||||||
| KANSAS & WESTERN MISSOURI DIVISION | 3637 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | CHRISTMAS CAMPAIGN | $25,000 |
| AMERICAN RED CROSS | ||||||||
| 6601 W WINCHESTER AVE SUITE 110 | KANSAS CITY | MO | 64133 | NONE | PC | WHERE IT IS NEEDED MOST | $25,000 | |
| BOYS & GIRLS CLUBS | ||||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 641302350 | NONE | PC | REVIVING BASEBALL IN INNER | $15,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | BUILDING DREAMS & | $20,000 | |
| RESTART INC | ||||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 | |
| ACADEMY FOR INTEGRATED ARTS | ||||||||
| 800 WEST MEYER BLVD | KANSAS CITY | MO | 64113 | NONE | PC | CO-TEACHING MODEL SUPPORT | $25,000 | |
| AFTER THE HARVEST | ||||||||
| 6320 BROOKSIDE PLAZA STE 504 | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING | $10,000 | |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 N AMBASSADOR DR | KANSAS CITY | MO | 64153 | NONE | PC | AFA SCHOLARSHIP SUPPORT | $50,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | EDUCATION OPERATIONS | $50,000 | |
| BAPTIST TRINITY LUTHERAN | ||||||||
| 6675 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | KC MEDICINE CABINET | $15,000 | |
| CHILDREN'S MERCY HOSPITAL & CLINICS | ||||||||
| 2401 GILHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | ILLUMINATE-ADELE HALL | $50,000 | |
| CITY UNION MISSION | ||||||||
| 1108 E 10TH ST | KANSAS CITY | MO | 64106 | NONE | PC | GIVING TUESDAY CAMPAIGN | $20,000 | |
| DEEP ROOTS KC | ||||||||
| PO BOX 32131 | KANSAS CITY | MO | 64111 | NONE | PC | EDUCATION FOR RESILIENT | $5,000 | |
| EPEC INC | ||||||||
| 5829 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $5,000 | |
| FRIENDS OF THE KANSAS CITY ZOO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | ELEPHANT EXHIBIT RENOVATION | $66,000 | |
| GIRLS SCOUTS OF NE KANSAS-NW MISSOURI | ||||||||
| 8383 BLUE PARKWAY DR | KANSAS CITY | MO | 64133 | NONE | PC | STEM PROGRAM | $10,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | PORTRAITS OF COURAGE | $100,000 | |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH FEDERATION OF GREATER | ||||||||
| 5801 WEST 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | PROJECTS IN AREA OF YOUTH & | $40,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SPACE TO CREATE CAPITAL | $50,000 | |
| KANSAS CITY BALLET | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | SEASON SUPPORT | $20,000 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE ST | KANSAS CITY | MO | 64113 | NONE | PC | 20-21 CONCERT SERIES | $7,500 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEY CAMP CHARITABLE | $10,000 | |
| KANSAS CITY REPERTORY THEATRE | ||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | YOUTH EDUCATION PROGRAMS | $15,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | SEASON SUPPORT | $30,000 | |
| LAJOLLA INSTITUTE FOR IMMUNOLOGY | ||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | BIOSAFETY LEVEL-3 LAB & | $161,600 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | ONLINE LEARNING & EDUCATION | $100,000 | |
| LYRIC OPERA | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | SEASON SUPPORT | $40,000 | |
| NATURE CONSERVANCY-KANSAS CHAPTER | ||||||||
| 2420 NW BUTTON RD | TOPEKA | MO | 66608 | NONE | PC | CHEYENNE BOTTOMS | $10,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANAS CITY | MO | 64132 | NONE | PC | PROJECT SAFE | $30,000 | |
| STANFORD UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 923 MEARS COURT | STANFORD | CA | 94305 | NONE | PC | CARDIOVASCULAR RESEARCH | $150,000 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | AFTER AND SUMMER SCHOOL | $15,000 | |
| UMKC BLOCH SCHOOL OF BUSINESS | ||||||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT FOR TWO GOTTLIEB | $110,000 | |
| UNION STATION KANSAS CITY | ||||||||
| 30 WEST PERSHING | KANSAS CITY | MO | 64108 | NONE | PC | AUSCHWITZ EXHIBIT | $50,000 | |
| UNIVERSITY OF KANSAS HEALTH SYSTEMS | ||||||||
| 4000 CAMBRIDGE ST | KANSAS CITY | KS | 66160 | NONE | PC | RAPID RECOVERY LOUNGE | $70,000 | |
| VILLAGE SHALOM | ||||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | CAPITAL CAMPAIGN | $30,000 | |
| YOUTH VOLUNTEER CORPS | ||||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 66212 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| POWELL GARDENS | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ADVENT HEALTH | ||||||||
| 9100 W 74TH ST | SHAWNEE MISSION | KS | 66204 | NONE | PC | LIVING IN VITALITY WOMEN'S | $50,000 | |
| LEAD TO READ KC INC | ||||||||
| PO BOX 411006 | KANSAS CITY | MO | 64141 | NONE | PC | LEAD TO READ KC LITERACY | $5,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | NONE | PC | SUPPORT FOR ISRAEL | $10,000 | |
| ABILITY KC | ||||||||
| 3011 BALTIMORE AVENUE | KANSAS CITY | MO | 64108 | NONE | PC | 2023 ABILITYKC COMPRHNSV | $10,000 | |
| BIO NEXUS KC | ||||||||
| 30 W PERSHING ROAD SUITE 210 | KANSAS CITY | MO | 64108 | NONE | PC | LIFE SCIENCES WORKFORCE DEV | $25,000 | |
| KEMPER MUSEUM OPERATING FDN | ||||||||
| 4420 WARWICK BLVD | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Jewish Family Services | ||||||||
| 425 E 63RD ST | Kansas City | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,657,600 | 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 | $848,094 | 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 | $1,473,749 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 1 | $129,230 |
| SECTION 897 GAIN | 1 | $1,375 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,452,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,452,448 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID | Desc |
| Amt | $159 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $129,230 | $137,727 |
| SECTION 897 CAPITAL GAIN | $1,375 | $1,375 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX LOT COST BASIS ADJUSTMENT | Desc |
| Amt | $81,204 | Amt |