TUA GEORGE F BOYD CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TUA GEORGE F BOYD CHARITABLE TR (EIN 92-6182812)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349101724
- 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 | 926182812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUA GEORGE F BOYD CHARITABLE TRUST 30002197 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUAG | BusinessNameControlTxt |
| Phone | 8165848183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | 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 | 8165848183 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,298,932 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $890,837 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $529,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,362 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $948,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,421 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,164 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,082 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,082 | 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 | $219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $219 | 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 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $902,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,115 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $25,845 | CashEOYAmt |
| Cash EOYFMV | $25,845 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $876,644 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,273,087 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $902,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,298,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $902,489 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $902,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $902,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $902,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $902,738 | SubtotalAmt |
| Other Decreases | $249 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $902,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12. CATERPILLAR INC | 2020-10-07 | 2023-02-22 | $2,839 | $1,860 | $979 | $979 | |
| 2. DEERE & CO | 2022-02-16 | 2023-02-22 | $848 | $782 | $66 | $66 | |
| 101. DEVON ENERGY CORP | 2022-01-25 | 2023-02-22 | $5,372 | $5,180 | $192 | $192 | |
| 47. DISNEY WALT HOLDING CO | 2013-01-19 | 2023-02-22 | $4,765 | $2,454 | $2,311 | $2,311 | |
| 5. JOHNSON & JOHNSON | 2020-03-04 | 2023-02-22 | $788 | $715 | $73 | $73 | |
| 6. PROCTER & GAMBLE CO | 2016-02-03 | 2023-02-22 | $841 | $487 | $354 | $354 | |
| 25. DEERE & CO | 2022-02-16 | 2023-04-21 | $9,672 | $9,778 | -$106 | -$106 | |
| 48. PRINCIPAL FINANCIAL GROUP | 2022-10-19 | 2023-04-21 | $3,613 | $3,785 | -$172 | -$172 | |
| 254. US BANCORP | 2022-09-20 | 2023-04-21 | $8,510 | $11,950 | -$3,440 | -$3,440 | |
| 38. AMERICAN WATER WORKS CO INC | 2022-09-20 | 2023-05-17 | $5,441 | $5,542 | -$101 | -$101 | |
| 1. AMERICAN WATER WORKS CO INC | 2020-08-05 | 2023-05-17 | $143 | $148 | -$5 | -$5 | |
| 36. CATERPILLAR INC | 2020-10-07 | 2023-05-17 | $7,629 | $5,378 | $2,251 | $2,251 | |
| 27. UNION PACIFIC CORP | 2018-12-07 | 2023-05-17 | $5,365 | $3,875 | $1,490 | $1,490 | |
| 7370. VANGUARD TAX-EXEMPT BOND ETF | 2022-12-29 | 2023-06-12 | $367,872 | $365,478 | $2,394 | $2,394 | |
| 17. AMGEN INC | 2022-12-08 | 2023-06-21 | $3,869 | $4,850 | -$981 | -$981 | |
| 15. ELEVANCE HEALTH INC | 2022-02-16 | 2023-06-21 | $6,683 | $6,887 | -$204 | -$204 | |
| 107. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $5,138 | $5,584 | -$446 | -$446 | |
| 60. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $5,743 | $6,103 | -$360 | -$360 | |
| 53. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-08-18 | $7,508 | $7,057 | $451 | $451 | |
| 85. REALTY INCOME CORP | 2023-02-22 | 2023-08-18 | $4,840 | $5,401 | -$561 | -$561 | |
| 34. REALTY INCOME CORP | 2019-08-07 | 2023-08-18 | $1,936 | $2,427 | -$491 | -$491 | |
| 43. TEXAS INSTRUMENTS INC | 2013-03-20 | 2023-08-18 | $7,168 | $1,508 | $5,660 | $5,660 | |
| 41. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $3,130 | $3,669 | -$539 | -$539 | |
| 109. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-08-31 | $3,816 | $5,767 | -$1,951 | -$1,951 | |
| .3333 VERALTO CORP | 2020-10-07 | 2023-10-13 | $24 | $26 | -$2 | -$2 | |
| 8. BROADCOM INC | 2020-01-08 | 2023-10-18 | $7,090 | $2,476 | $4,614 | $4,614 | |
| 9. LILLY ELI & COMPANY | 2022-01-25 | 2023-10-18 | $5,450 | $2,154 | $3,296 | $3,296 | |
| 115. REALTY INCOME CORP | 2021-01-06 | 2023-10-18 | $5,754 | $7,123 | -$1,369 | -$1,369 | |
| 119. VERIZON COMMUNICATIONS | 2014-05-13 | 2023-10-18 | $3,689 | $5,447 | -$1,758 | -$1,758 | |
| 7. VERALTO CORP | 2020-10-07 | 2023-10-26 | $493 | $544 | -$51 | -$51 | |
| 39. AMERICAN WATER WORKS CO INC | 2020-08-05 | 2023-11-16 | $5,107 | $5,754 | -$647 | -$647 | |
| 46. INTERNATIONAL BUSINESS MACHINES CORP | 2021-09-14 | 2023-11-16 | $7,031 | $5,954 | $1,077 | $1,077 | |
| 5. COSTCO WHOLESALE CORP | 2013-01-19 | 2023-12-26 | $3,370 | $506 | $2,864 | $2,864 | |
| 52. DUKE ENERGY CORP | 2020-08-05 | 2023-12-26 | $5,041 | $4,345 | $696 | $696 | |
| 2. LILLY ELI & COMPANY | 2022-01-25 | 2023-12-26 | $1,142 | $479 | $663 | $663 | |
| 8. MCDONALDS CORP | 2020-11-04 | 2023-12-26 | $2,341 | $1,723 | $618 | $618 | |
| 28. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2023-12-26 | $2,598 | $2,293 | $305 | $305 | |
| 102. PFIZER INC | 2018-08-09 | 2023-12-26 | $2,895 | $3,961 | -$1,066 | -$1,066 | |
| 7. UNITEDHEALTH GROUP INC | 2013-01-19 | 2023-12-26 | $3,639 | $383 | $3,256 | $3,256 | |
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $571 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $571 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $571 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $571 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,164 | 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 | $1,125,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,167,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,167,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,149,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $571 | TotalTaxAmt |
| Distributable Before Adj | $56,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,183 | 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 | $36,183 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $36,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,183 | 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 | $20,722 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SALVATION ARMY OF KANSAS CITY MISSOUR | ||||||||
| ATTN LEGAL DEPARTMENT | 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | SUPPORT OF CHARITABLE | $4,065 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | SUPPORT OF CHARITABLE | $6,776 | |
| MISSOURI SOUTHERN FOUNDATION | ||||||||
| ATTN ELIZABETH EBERT | 3950 NEWMAN RD | JOPLIN | MO | 648011595 | NONE | PC | SUPPORT OF CHARITABLE | $4,065 |
| COUNTRY CLUB CHRISTIAN CHURCH | ||||||||
| C/O JARED ROSE | 6101 WARD PARKWAY | KANSAS CITY | MO | 64113 | NONE | PC | SUPPORT OF CHARITABLE | $4,065 |
| CITY UNION MISSION INC | ||||||||
| ATTN LINDA K VOCHATZER | 1100 E 11TH STREET | KANSAS CITY | MO | 641063028 | NONE | PC | SUPPORT OF CHARITABLE | $4,065 |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||
| ATTN PLANNED GIVING ADMINISTRATION | 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 282010001 | NONE | PC | SUPPORT OF CHARITABLE | $4,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,101 | 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 | $38,021 | 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 | $19,362 | 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 | $7 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,390 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (59 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 1 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $365,478 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 2 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $28,742 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 3 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $30,077 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 4 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,417 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 5 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,492 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 6 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $12,305 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 7 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $13,320 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 8 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $2,189 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 9 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $17,473 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 10 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $3,442 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 11 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $9,557 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 12 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $11,343 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 13 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $8,531 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 14 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $2,876 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 15 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $9,574 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 16 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $13,011 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 17 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $13,864 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 18 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,827 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 19 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $7,178 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 20 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $7,529 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 21 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $7,294 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 22 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $2,718 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 23 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $3,367 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 24 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $11,444 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 25 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $6,211 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 26 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $8,550 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 27 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $7,238 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 28 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $11,950 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 29 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $7,482 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 30 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $10,561 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 31 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $6,957 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 32 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $6,405 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 33 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $8,744 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 34 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $8,568 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 35 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $8,733 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 36 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $5,375 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 37 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $6,004 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 38 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $7,751 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 39 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $5,191 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 40 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $1,520 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 41 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $11,214 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 42 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $5,055 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 43 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,331 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 44 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $6,718 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 45 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $3,733 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 46 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $1,797 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 47 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,479 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 48 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $6,887 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 49 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $2,511 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 50 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $5,180 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 51 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,886 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 52 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $5,458 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 53 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $5,190 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 54 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $3,961 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 55 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $4,850 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 56 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $2,454 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 57 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $3,785 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 58 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $27,485 | Yes (X) | |
| GF BOYD CRUT 2 FOR GEORGE BOYD JR | |||||||
| 59 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $68,575 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (58 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,370 SHS VANGUARD TAX-EXEMPT BOND INDEX ETF | $370,932 | 2023-01-12 |
| 2 | 180 SHS ISHARES CORE S&P MID-CAP ETF | $45,630 | 2023-01-12 |
| 3 | 560 SHS ISHARE CORE MSCI EAFE ETF | $36,316 | 2023-01-12 |
| 4 | 257 SHS APPLE INC | $34,307 | 2023-01-12 |
| 5 | 122 SHS MICROSOFT CORP | $28,764 | 2023-01-12 |
| 6 | 220 SHS ALPHABET INC | $20,134 | 2023-01-12 |
| 7 | 200 SHS ISHARES CORE S& P SMALL-CAP ETF | $19,878 | 2023-01-12 |
| 8 | 40 SHS UNITED HEALTH GROUP INC | $19,736 | 2023-01-12 |
| 9 | 376 SHS ISHARES CORE MSCI EMERGING MARKETS ETF | $18,871 | 2023-01-12 |
| 10 | 34 SHS COSTCO WHOLESALE CORP | $16,467 | 2023-01-12 |
| 11 | 92 SHS CHEVRON CORP | $16,118 | 2023-01-12 |
| 12 | 179 SHS MORGAN STANLEY | $16,008 | 2023-01-12 |
| 13 | 141 SHS EXXON MOBIL CORP | $15,703 | 2023-01-12 |
| 14 | 82 SHS TEXAS INSTRUMENTS INC | $14,667 | 2023-01-12 |
| 15 | 40 SHS ELI LILLY & CO | $14,416 | 2023-01-12 |
| 16 | 99 SHS INTERNATIONAL BUSINESS MACHINES CORP | $14,381 | 2023-01-12 |
| 17 | 217 SHS REALTY INCOME CORP | $14,322 | 2023-01-12 |
| 18 | 101 SHS JP MORGAN CHASE & CO | $14,103 | 2023-01-12 |
| 19 | 24 SHS BROADCOM INC | $13,875 | 2023-01-12 |
| 20 | 140 SHS AMAZON.COM INC | $13,313 | 2023-01-12 |
| 21 | 76 SHS JOHNSON & JOHNSON | $13,291 | 2023-01-12 |
| 22 | 152 SHS NEXTERA ENERGY INC | $12,920 | 2023-01-12 |
| 23 | 39 SHS HOME DEPOT INC | $12,831 | 2023-01-12 |
| 24 | 78 SHS AMERICAN WATER WORKS CO INC | $12,591 | 2023-01-12 |
| 25 | 38 SHS LINDE PLC | $12,526 | 2023-01-12 |
| 26 | 46 SHS MCDONALD'S CORP | $12,365 | 2023-01-12 |
| 27 | 48 SHS CATERPILLAR INC | $12,035 | 2023-01-12 |
| 28 | 254 SHS US BANCORP | $11,966 | 2023-01-12 |
| 29 | 55 SHS UNION PACIFIC CORP | $11,784 | 2023-01-12 |
| 30 | 27 SHS DEERE & CO | $11,704 | 2023-01-12 |
| 31 | 61 SHS TRAVELERS COS INC | $11,689 | 2023-01-12 |
| 32 | 71 SHS EATON CORP PLC | $11,650 | 2023-01-12 |
| 33 | 110 SHS DUKE ENERGY CORP | $11,623 | 2023-01-12 |
| 34 | 330 SHS BANK OF AMERICA CORP | $11,345 | 2023-01-12 |
| 35 | 96 SHS STARBUCKS CORP | $10,205 | 2023-01-12 |
| 36 | 90 SHS ABBOTT LABORATORIES | $10,184 | 2023-01-12 |
| 37 | 55 SHS UNITED PARCEL SERVICE INC | $10,023 | 2023-01-12 |
| 38 | 122 SHS AMPHENOL CORP | $9,843 | 2023-01-12 |
| 39 | 64 SHS PROCTER & GAMBLE CO | $9,642 | 2023-01-12 |
| 40 | 24 SHS INTUIT INC | $9,487 | 2023-01-12 |
| 41 | 228 SHS VERIZON COMMUNICATIONS INC | $9,389 | 2023-01-12 |
| 42 | 64 SHS WALMART INC | $9,352 | 2023-01-12 |
| 43 | 12 SHS BLACKROCK INC | $9,071 | 2023-01-12 |
| 44 | 40 SHS HONEYWELL INTERNATIONAL INC | $8,492 | 2023-01-12 |
| 45 | 47 SHS PEPICO INC | $8,368 | 2023-01-12 |
| 46 | 21 SHS MASTERCARD INC | $7,935 | 2023-01-12 |
| 47 | 48 SHS ABBVIE INC | $7,544 | 2023-01-12 |
| 48 | 15 SHS ELEVANCE HEALTH INC | $7,208 | 2023-01-12 |
| 49 | 24 SHS ACCENTURE PLC | $6,746 | 2023-01-12 |
| 50 | 101 SHS DEVON ENERGY CORP | $6,348 | 2023-01-12 |
| 51 | 22 SHS DANAHER CORP | $6,024 | 2023-01-12 |
| 52 | 37 SHS MARRIOTT INTERNATIONAL INC | $5,863 | 2023-01-12 |
| 53 | 58 SHS GILEAD SCIENCES INC | $5,057 | 2023-01-12 |
| 54 | 102 SHS PFIZER INC | $4,840 | 2023-01-12 |
| 55 | 17 SHS AMGEN INC | $4,639 | 2023-01-12 |
| 56 | 47 SHS WALT DISNEY CO | $4,528 | 2023-01-12 |
| 57 | 48 SHS PRINCIPAL FINANCIAL GROUP INC | $4,284 | 2023-01-12 |
| 58 | 1140 SHS VERSUS CAPITAL REAL ASSETS FUND LLC | $31,304 | 2023-01-12 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $249 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $1 | $1 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $4 | $4 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $129 | $129 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $90 | $90 | $0 |