RAY AND MARY KLAPMEYER CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RAY AND MARY KLAPMEYER CHARITABLE FOUNDATION (EIN 23-7381612)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-01-12
- IRS object ID
- 202300129349101320
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T14:00:32-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | 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 | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237381612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY & MARY KLAPMEYER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLAP | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-01-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,455,777 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,122,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,612 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $408,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,020 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,010 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,010 | 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 | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $770 | 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 | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $381,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,128 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,341,240 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,464,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,324,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,458,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,595,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,455,777 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,458,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,595,986 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,458,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,595,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,458,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,595,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,458,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $591 | OtherIncreasesAmt |
| Subtotal | $3,599,926 | SubtotalAmt |
| Other Decreases | $3,940 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,595,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 141. VANGUARD INST INDEX-INST | 2019-01-31 | 2021-09-13 | $55,187 | $31,613 | $23,574 | $23,574 | |
| 360. VANGUARD FTSE EMERGING MARKE | 2021-01-22 | 2021-09-13 | $18,948 | $19,420 | -$472 | -$472 | |
| 92. BOEING CO | 2021-01-06 | 2021-09-14 | $19,414 | $19,397 | $17 | $17 | |
| 69.564 G2 3915 5.5% 20 NOV 2021 | 2006-11-29 | 2021-09-20 | $35 | $35 | |||
| 105. META PLATFORMS INC-CLASS A | 2016-12-07 | 2021-10-06 | $34,920 | $11,745 | $23,175 | $23,175 | |
| 40000. PACKAGING CORP OF AMERICA DTD 10/22/2013 4.500% 11/1/2023 | 2019-06-25 | 2021-10-08 | $43,204 | $41,150 | $2,054 | $2,054 | |
| 34.4742 G2 3915 5.5% 20 NOV 2021 | 2006-11-29 | 2021-10-20 | $35 | $35 | |||
| 730. AT&T INC | 2018-12-07 | 2021-11-10 | $18,220 | $22,129 | -$3,909 | -$3,909 | |
| 59. KYNDRYL HOLDINGS INC | 2021-10-06 | 2021-11-10 | $1,281 | $1,931 | -$650 | -$650 | |
| 25000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-03-21 | 2021-11-15 | $25,000 | $25,000 | |||
| 34.47 G2 3915 5.5% 20 NOV 2021 | 2006-11-29 | 2021-11-22 | $34 | $34 | |||
| .8 KYNDRYL HOLDINGS INC | 2021-09-14 | 2021-12-02 | $13 | $26 | -$13 | -$13 | |
| .2 ORION OFFICE REIT INC | 2021-11-15 | 2021-12-23 | $4 | $5 | -$1 | -$1 | |
| 25000. MARRIOTT INTERNATIONAL INC DTD 6/10/2016 2.300% 1/15/2022 | 2018-01-19 | 2022-01-18 | $25,000 | $25,000 | |||
| 25000. BANK OF AMERICA CORP 3.124% 20 JAN 2023 | 2017-07-26 | 2022-01-20 | $25,000 | $25,005 | -$5 | -$5 | |
| 45. ORION OFFICE REIT INC | 2021-11-15 | 2022-01-20 | $737 | $1,223 | -$486 | -$486 | |
| 26. INTUIT INC | 2011-11-01 | 2022-01-25 | $13,426 | $1,356 | $12,070 | $12,070 | |
| 54. MASTERCARD INC - A | 2017-07-11 | 2022-01-25 | $18,301 | $6,373 | $11,928 | $11,928 | |
| 195. MEDTRONIC PLC | 2020-03-04 | 2022-01-25 | $20,288 | $19,546 | $742 | $742 | |
| 141. APPLIED MATERIALS INC | 2021-03-03 | 2022-02-16 | $19,889 | $16,400 | $3,489 | $3,489 | |
| 11. CHEVRONTEXACO CORP | 2015-10-07 | 2022-02-16 | $1,479 | $966 | $513 | $513 | |
| 285. EDWARDS LIFESCIENCES CORP | 2020-11-04 | 2022-02-16 | $31,550 | $22,727 | $8,823 | $8,823 | |
| 13. EXXON MOBIL CORP | 2021-07-07 | 2022-02-16 | $1,019 | $787 | $232 | $232 | |
| 7. J P MORGAN CHASE & CO | 2013-07-12 | 2022-02-16 | $1,086 | $385 | $701 | $701 | |
| 135. TARGET CORP | 2018-07-17 | 2022-02-16 | $28,118 | $10,463 | $17,655 | $17,655 | |
| 194. CONOCOPHILLIPS | 2021-05-05 | 2022-03-22 | $19,759 | $10,752 | $9,007 | $9,007 | |
| 60. ROCKWELL INTERNATIONAL CORP | 2020-06-03 | 2022-04-20 | $16,398 | $13,247 | $3,151 | $3,151 | |
| 196. WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-20 | $4,550 | $5,106 | -$556 | -$556 | |
| .4366 WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-25 | $9 | $11 | -$2 | -$2 | |
| 278. CITIGROUP INC | 2021-02-03 | 2022-05-18 | $13,676 | $16,966 | -$3,290 | -$3,290 | |
| 1207. FORD MOTOR CO | 2022-03-22 | 2022-05-18 | $15,343 | $20,760 | -$5,417 | -$5,417 | |
| 483. TRUIST FINANCIAL CORP | 2022-02-16 | 2022-05-18 | $22,347 | $31,319 | -$8,972 | -$8,972 | |
| 20000. QUALCOMM INC 3% 20 MAY 2022 | 2019-11-15 | 2022-05-20 | $20,000 | $20,000 | |||
| 1402. ISHARES RUSSELL MID-CAP ETF | 2021-01-22 | 2022-06-09 | $99,037 | $99,808 | -$771 | -$771 | |
| 412.423 VANGUARD INST INDEX-INST | 2017-06-27 | 2022-06-10 | $136,702 | $69,631 | $67,071 | $67,071 | |
| 241. CONOCOPHILLIPS | 2021-05-05 | 2022-06-22 | $22,513 | $13,356 | $9,157 | $9,157 | |
| 455. DUKE WEEKS REALTY CORP | 2019-09-04 | 2022-06-22 | $24,660 | $15,344 | $9,316 | $9,316 | |
| 241. MOSAIC CO/THE | 2022-05-18 | 2022-07-20 | $11,576 | $14,782 | -$3,206 | -$3,206 | |
| 1056. JPMORGAN ULTRA-SHORT INCOME | 2021-09-13 | 2022-08-19 | $52,931 | $53,611 | -$680 | -$680 | |
| 107. JPMORGAN ULTRA-SHORT INCOME | 2021-07-14 | 2022-08-19 | $5,363 | $5,432 | -$69 | -$69 | |
| 387.636 VANGUARD INST INDEX-INST | 2012-07-25 | 2022-08-19 | $139,126 | $44,512 | $94,614 | $94,614 | |
| 1918. JPMORGAN ULTRA-SHORT INCOME | 2021-07-14 | 2022-08-25 | $96,190 | $97,367 | -$1,177 | -$1,177 | |
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,999 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,740 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $558 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | 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 | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,020 | 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 | $4,833,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,987,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,987,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,912,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,298 | TotalTaxAmt |
| Distributable Before Adj | $240,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,177 | 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 | $233,177 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $207,287 | 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 | $233,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $207,287 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,890 | 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 | $214,439 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NILES HOME FOR CHILDREN | |||||||
| 1911 E 23RD ST | KANSAS CITY | MO | 641273799 | NONE | PC | PROVIDE FOOD & CLOTHING | $34,568 |
| THE SALVATION ARMY | |||||||
| 5500 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | PROVIDE FOOD & CLOTHING | $69,116 |
| CITY UNION MISSION INC | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | NONE | PC | PROVIDE FOOD & CLOTHING | $34,568 |
| CORNERSTONES OF CARE | |||||||
| 300 EAST 36TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | PROVIDE FOOD & CLOTHING | $69,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,367 | 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 | $120,565 | 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 | $287,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $408,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $408,177 | 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 | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $3,588 |
| ROUNDING | $3 |
| ACCRUED INTEREST PAID | $349 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRETION OF BOND DISCOUNT | Desc |
| Amt | $591 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,283 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,740 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $579 | $579 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $191 | $191 | $0 |