KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION (EIN 44-6013874)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349102344
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
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 | 446013874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEARNEY WORNALL FOUNDATION 10017900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORN | BusinessNameControlTxt |
| Phone | 8168611933 | 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 | 8168611933 | PhoneNum |
| Signature | 2024-10-28 | 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 | 2024-10-28 | 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 | $19,168,756 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $413,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $791,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,481,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $791,569 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $45,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$537 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,251,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,188,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,976 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $66,488 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,488 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,760 | 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 | $178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $178 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $156,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,488 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $793,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $793,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $949,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $859,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,116,314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $597,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $344,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $344,989 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,531,637 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,073,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,823,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,129,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,418,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,168,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,129,152 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,418,226 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,129,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,418,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,129,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,418,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,129,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,430,446 | SubtotalAmt |
| Other Decreases | $12,220 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,418,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2000. BOK FINANCIAL CORPORATION | 2020-03-10 | 2023-01-06 | $205,139 | $104,305 | $100,834 | $100,834 | |
| 159.01 GN 687811 5% 15 AUG 2023 | 2008-08-19 | 2023-01-17 | $159 | $159 | |||
| 600. COLGATE-PALMOLIVE CO | 2010-04-30 | 2023-01-23 | $45,246 | $25,370 | $19,876 | $19,876 | |
| 300. EXPEDIA GROUP INC | 2017-08-29 | 2023-01-23 | $34,122 | $43,308 | -$9,186 | -$9,186 | |
| 789. MARATHON PETROLEUM CORP COM | 2002-05-06 | 2023-01-23 | $101,389 | $4,627 | $96,762 | $96,762 | |
| 1230. NEXTERA ENERGY INC | 2011-03-18 | 2023-01-23 | $101,520 | $16,236 | $85,284 | $85,284 | |
| 2600. TORONTO DOMINION BK | 2016-10-31 | 2023-01-23 | $174,107 | $118,058 | $56,049 | $56,049 | |
| 246.83 GN 687811 5% 15 AUG 2023 | 2008-08-19 | 2023-02-15 | $247 | $247 | |||
| 475. GENERAC HOLDINGS INC | 2022-01-07 | 2023-03-02 | $57,975 | $150,745 | -$92,770 | -$92,770 | |
| 1700. KELLOGG CO | 2019-10-09 | 2023-03-07 | $109,363 | $105,783 | $3,580 | $3,580 | |
| 1500. APPLE COMPUTER INC | 2013-04-12 | 2023-05-03 | $254,677 | $23,042 | $231,635 | $231,635 | |
| 218. CINTAS CORP | 2014-03-24 | 2023-05-03 | $100,506 | $12,870 | $87,636 | $87,636 | |
| 164. MICROSOFT CORP | 2014-12-22 | 2023-05-03 | $50,243 | $7,857 | $42,386 | $42,386 | |
| 178. NVIDIA CORP | 2021-01-28 | 2023-05-03 | $49,577 | $23,569 | $26,008 | $26,008 | |
| 203. UNITEDHEALTH GROUP INC | 2014-12-22 | 2023-05-03 | $99,801 | $20,844 | $78,957 | $78,957 | |
| 250. NVIDIA CORP | 2021-01-28 | 2023-05-31 | $95,481 | $33,103 | $62,378 | $62,378 | |
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,140 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $791,569 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,108 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,591 | OverpaymentAmt |
| Applied To ES Tax | $4,591 | 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 | 8168611933 | 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 | 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 | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $132,976 | 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 | $17,279,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $529,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,809,293 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,809,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,542,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $877,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $877,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,517 | TotalTaxAmt |
| Distributable Before Adj | $861,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $861,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $861,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $859,488 | 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 | $859,488 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $861,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $785,968 | 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 | $859,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $785,968 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,520 | 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 | $788,071 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| STARLIGHT THEATRE ASSOCIATION OF KC | ||||||||
| 4600 STARLIGHT ROAD | KANSAS CITY | MO | 64132 | NONE | EXEMPT | GENERAL | $100,000 | |
| DUCKS UNLIMITED | ||||||||
| 7795 LEBRUN COURT | LONE TREE | CO | 80124 | NONE | PC | SUPPORT OF CHARITABLE | $150,000 | |
| ACE SCHOLARSHIPS | ||||||||
| 1201 E COLFAX AVE 302 | DENVER | CO | 80218 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| CATHOLIC CHARITIES OF KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BL | KANSAS CITY | MO | 64130 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | ST JOSEPH INC |
| MSU DENVER FOUNDATION INC | ||||||||
| PO BOX 173362 | DENVER | CO | 802179002 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | CAMPUS BOX 14 |
| WORNALL MAJORS MUSEUM | ||||||||
| 6115 WORNALL ROAD | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATION SUPPORT | $20,000 | |
| MINERAL AREA COLLEGE | ||||||||
| 5270 FLAT RIVER ROAD | PARK HILLS | MO | 63601 | NONE | PC | GENERAL OPERATION SUPPORT | $50,000 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | MO | 66160 | NONE | PC | GENERAL OPERATION SUPPORT | $10,000 | |
| CENTER FOR DEVELOPMENTALLY DISABLED | ||||||||
| 9150 E 41ST TERRACE | KANSAS CITY | MO | 64133 | NONE | PC | GENERAL OPERATION SUPPORT | $15,000 | |
| CYBER CREATIONZ TECH | ||||||||
| 4001 BLUE PKWY SUITE 108 | KANSAS CITY | MO | 64133 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | |
| THE LUTHERAN MISSION OF THE GOOD SHEPH | ||||||||
| 3232 METROPOLITAN AVENUE | KANSAS CITY | KS | 66106 | NONE | PC | GENERAL OPERATION SUPPORT | $10,000 | |
| ST LUKES FOUNDATION | ||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | |
| COMMIT FOUNDATION | ||||||||
| 280 W KAGY BLVD STE D 313 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | |
| FRONTIER SCHOOLS | ||||||||
| 6800 CORPORATE DRIVE | KANSAS CITY | MO | 64120 | NONE | PC | GENERAL OPERATION SUPPORT | $25,000 | |
| GEM CULTURAL AND EDUCATIONAL CENTER | ||||||||
| 2033 VINE STREET | KANSAS CITY | MO | 64127 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | |
| L ARCHE HEARTLAND | ||||||||
| 8137 SANTA FE DR | OVERLAND PARK | KS | 66204 | NONE | PC | GENERAL OPERATION SUPPORT | $10,000 | |
| MOTHERS REFUGE | ||||||||
| 14400 E 42ND ST S STE 220 | INDEPENDENCE | MO | 64055 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | |
| NORTHLAND SHEPHERDS CENTER | ||||||||
| 5601 NE ANTIOCH RD STE 12 | GLADSTONE | MO | 64119 | NONE | PC | GENERAL OPERATION SUPPORT | $3,000 | |
| ADVENTHEALTH KANSAS CITY FOUNDATION | ||||||||
| 7315 E FRONTAGE ROAD | MERRIAM | KS | 66204 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATION SUPPORT | $50,000 | |
| CHILDRENS MERCY HOSPITAL | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATION SUPPORT | $25,000 | ATTN PHILANTHROPY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $793,000 | 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 | $413,638 | 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 | $791,569 | 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 |
|---|---|---|
| SECTION 897 GAIN | 1 | $6,801 |
| PARTNERSHIP INCOME | 1 | $39,141 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,251,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,251,149 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ADJUSTMENT OF COST BASIS | $12,218 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $178 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $178 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECTION 897 CAPITAL GAIN | $6,801 | $6,801 |
| PARTNERSHIP INCOME | $39,141 | -$7,338 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,760 | $5,760 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $381 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $17,560 | $0 | $0 |