AMRETTE MCINTYRE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMRETTE MCINTYRE TRUST (EIN 48-6269397)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-12
- IRS object ID
- 202433179349101513
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:01:13-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486269397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMRETTE MCINTYRE CHARITABLE FDN 10372200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCIN | 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 | 2024-11-12 | 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 | 2024-11-12 | 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 | $606,122 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,354 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,752 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,762 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,275 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,138 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,138 | 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 | $123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,138 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,063 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $436,854 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $443,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $593,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $465,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $456,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $606,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $465,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $456,802 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $465,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $456,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $465,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $456,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $465,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $386 | OtherIncreasesAmt |
| Subtotal | $456,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $456,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 9906.293 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-07-12 | $94,506 | $92,723 | $1,783 | $1,783 | |
| 18. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $1,723 | $1,837 | -$114 | -$114 | |
| 16. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-08-18 | $2,267 | $2,129 | $138 | $138 | |
| 26. REALTY INCOME CORP | 2022-09-20 | 2023-08-18 | $1,481 | $1,638 | -$157 | -$157 | |
| 11. REALTY INCOME CORP | 2019-08-07 | 2023-08-18 | $626 | $785 | -$159 | -$159 | |
| 13. TEXAS INSTRUMENTS INC | 2013-03-13 | 2023-08-18 | $2,167 | $460 | $1,707 | $1,707 | |
| 12. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $916 | $1,074 | -$158 | -$158 | |
| 31. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-08-31 | $1,085 | $1,631 | -$546 | -$546 | |
| .3333 VERALTO CORP | 2020-10-07 | 2023-10-13 | $24 | $26 | -$2 | -$2 | |
| 2. BROADCOM INC | 2020-01-08 | 2023-10-18 | $1,772 | $619 | $1,153 | $1,153 | |
| 2. LILLY ELI & COMPANY | 2022-01-25 | 2023-10-18 | $1,211 | $479 | $732 | $732 | |
| 33. REALTY INCOME CORP | 2021-01-06 | 2023-10-18 | $1,651 | $2,115 | -$464 | -$464 | |
| 42. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-10-18 | $1,302 | $1,879 | -$577 | -$577 | |
| 2. VERALTO CORP | 2020-10-07 | 2023-10-26 | $141 | $155 | -$14 | -$14 | |
| 256.595 CHAMPLAIN MID CAP FUND-INST | 2022-11-04 | 2023-11-08 | $5,414 | $5,232 | $182 | $182 | |
| 414.509 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-11-08 | $4,601 | $4,692 | -$91 | -$91 | |
| 10. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-11-16 | $1,309 | $1,183 | $126 | $126 | |
| 13. INTERNATIONAL BUSINESS MACHINES CORP | 2021-09-14 | 2023-11-16 | $1,987 | $1,683 | $304 | $304 | |
| 4400. DOUBLELINE TTL RTRN BND-I | 2020-12-10 | 2023-12-20 | $38,940 | $48,842 | -$9,902 | -$9,902 | |
| 1. COSTCO WHOLESALE CORP | 2011-08-10 | 2023-12-26 | $674 | $71 | $603 | $603 | |
| 18. DUKE ENERGY CORP | 2020-08-05 | 2023-12-26 | $1,745 | $1,506 | $239 | $239 | |
| 3. MCDONALDS CORP | 2020-11-04 | 2023-12-26 | $878 | $646 | $232 | $232 | |
| 9. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2023-12-26 | $835 | $737 | $98 | $98 | |
| 29. PFIZER INC | 2019-06-21 | 2023-12-26 | $823 | $1,208 | -$385 | -$385 | |
| 2. UNITEDHEALTH GROUP INC | 2011-03-10 | 2023-12-26 | $1,040 | $88 | $952 | $952 | |
| 5. AMAZON COM INC | 2017-05-03 | 2024-01-24 | $785 | $235 | $550 | $550 | |
| 5. DUKE ENERGY CORP | 2020-08-05 | 2024-01-24 | $473 | $413 | $60 | $60 | |
| 44. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2024-01-24 | $3,846 | $2,615 | $1,231 | $1,231 | |
| 235.229 DODGE & COX INCOME-I | 2019-02-22 | 2024-01-30 | $2,952 | $3,169 | -$217 | -$217 | |
| 476. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2024-01-30 | $49,695 | $49,223 | $472 | $472 | |
| 2. COSTCO WHOLESALE CORP | 2011-08-10 | 2024-02-21 | $1,442 | $143 | $1,299 | $1,299 | |
| 11. STARBUCKS CORP | 2022-09-20 | 2024-02-21 | $1,041 | $1,001 | $40 | $40 | |
| 7. UNITED PARCEL SERVICE INC CLASS B | 2019-06-21 | 2024-02-21 | $1,033 | $721 | $312 | $312 | |
| 4. EATON CORP PLC | 2020-11-04 | 2024-02-21 | $1,106 | $266 | $840 | $840 | |
| 4. MARKETAXESS HOLDINGS INC | 2024-01-24 | 2024-03-20 | $870 | $1,105 | -$235 | -$235 | |
| 9. UNITED PARCEL SERVICE INC CLASS B | 2019-06-21 | 2024-03-20 | $1,388 | $927 | $461 | $461 | |
| 5. UNITEDHEALTH GROUP INC | 2011-03-10 | 2024-03-20 | $2,463 | $219 | $2,244 | $2,244 | |
| 177.186 CHAMPLAIN MID CAP FUND-INST | 2022-11-04 | 2024-03-27 | $4,687 | $3,479 | $1,208 | $1,208 | |
| 335.599 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2024-03-27 | $4,218 | $3,799 | $419 | $419 | |
| 18. STARBUCKS CORP | 2022-09-20 | 2024-06-20 | $1,439 | $1,637 | -$198 | -$198 | |
| 4. EATON CORP PLC | 2016-04-06 | 2024-06-20 | $1,289 | $212 | $1,077 | $1,077 | |
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $509 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $95 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | 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 | $8,275 | 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 | $552,579 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $572,426 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $572,426 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $563,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $27,949 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,949 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,949 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,249 | 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 | $27,249 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,949 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,111 | 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 | $27,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,111 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,138 | 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 | $22,811 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST CHARLES CHURCH COUNCIL | ||||||||
| P O BOX 456 | TROY | KS | 660870456 | NONE | PC | SUPPORT OF CHARITABLE | $5,528 | |
| ARCHDIOCESE OF KANSAS CITY | ||||||||
| 12615 PARALLEL AVE | KANSAS CITY | KS | 661093748 | NONE | PC | SUPPORT OF CHARITABLE | $16,583 | % CARLA MILLS CFO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,111 | 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 | $16,015 | 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 | $5,752 | 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 | $234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,001 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $246 |
| MUTUAL FUND TIMING ADJUSTMENT | $140 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $103 | $103 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $20 | $20 | $0 |