OPAL GREENE TRUST FBO: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OPAL GREENE TRUST FBO (EIN 43-6777417)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-12
- IRS object ID
- 202330129349101353
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T14:00:32-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436777417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT L GREENE SCHOLARSHIP TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | 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 | 2023-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-01-06 | 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 | $716,339 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,400 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $28,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,679 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,339 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,339 | 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 | $851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | 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 |
| Tot Opr Expenses Rev And Expnss | $14,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,887 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $693,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $668,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $689,452 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $718,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $695,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $716,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $718,951 | CapitalStockBOYAmt |
| Capital Stock EOY | $695,771 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $695,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $695,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $696,356 | SubtotalAmt |
| Other Decreases | $585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $695,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 26. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $5,039 | $5,483 | -$444 | -$444 | |
| 23. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $7,560 | $3,070 | $4,490 | $4,490 | |
| 12. FEDEX CORP | 2020-10-15 | 2021-10-14 | $2,723 | $3,377 | -$654 | -$654 | |
| 7. BLOCK INC | 2021-08-12 | 2021-10-14 | $1,738 | $1,887 | -$149 | -$149 | |
| 127. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $5,721 | $5,844 | -$123 | -$123 | |
| 20. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $4,037 | $4,349 | -$312 | -$312 | |
| 13. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $2,599 | $3,190 | -$591 | -$591 | |
| 44. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $5,092 | $3,067 | $2,025 | $2,025 | |
| 13. TEXAS INSTRUMENTS INC | 2019-10-10 | 2021-12-09 | $2,527 | $1,675 | $852 | $852 | |
| 14. CROWDSTRIKE HOLDINGS INC - A | 2021-06-10 | 2022-01-13 | $2,451 | $3,200 | -$749 | -$749 | |
| 15. DOCUSIGN INC | 2020-03-12 | 2022-01-13 | $1,976 | $993 | $983 | $983 | |
| 18. FIVE BELOW | 2020-06-11 | 2022-01-13 | $3,188 | $1,982 | $1,206 | $1,206 | |
| 4. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-01-13 | $1,564 | $987 | $577 | $577 | |
| 17. BLOCK INC | 2021-08-12 | 2022-01-13 | $2,326 | $4,582 | -$2,256 | -$2,256 | |
| 18. TEXAS INSTRUMENTS INC | 2019-10-10 | 2022-01-13 | $3,331 | $2,302 | $1,029 | $1,029 | |
| 11. UNION PACIFIC CORP | 2019-07-11 | 2022-01-13 | $2,723 | $1,885 | $838 | $838 | |
| 7. ADOBE SYSTEMS INC | 2017-02-09 | 2022-02-10 | $3,455 | $816 | $2,639 | $2,639 | |
| 7. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2022-02-10 | $2,204 | $2,022 | $182 | $182 | |
| 11. LAUDER ESTEE COMPANIES INC CLASS A | 2020-12-10 | 2022-02-10 | $3,464 | $2,716 | $748 | $748 | |
| 6. NETFLIX COM INC | 2021-09-17 | 2022-02-10 | $2,424 | $3,522 | -$1,098 | -$1,098 | |
| 15. STRYKER CORP | 2017-08-10 | 2022-02-10 | $3,826 | $2,160 | $1,666 | $1,666 | |
| 30. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $3,781 | $2,422 | $1,359 | $1,359 | |
| 88. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $3,867 | $6,606 | -$2,739 | -$2,739 | |
| 16. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $3,796 | $2,069 | $1,727 | $1,727 | |
| 13. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $3,398 | $2,694 | $704 | $704 | |
| 130.703 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $19,198 | $18,993 | $205 | $205 | |
| 11. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-04-14 | $3,538 | $2,706 | $832 | $832 | |
| 8. MASTERCARD INC - A | 2015-03-12 | 2022-04-14 | $2,873 | $714 | $2,159 | $2,159 | |
| 11. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $2,791 | $3,242 | -$451 | -$451 | |
| 118. DUKE WEEKS REALTY CORP | 2019-08-15 | 2022-06-10 | $5,902 | $3,887 | $2,015 | $2,015 | |
| 119. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $4,182 | $6,997 | -$2,815 | -$2,815 | |
| 42. KKR & CO INC | 2021-12-09 | 2022-06-10 | $2,151 | $3,188 | -$1,037 | -$1,037 | |
| 14. ZSCALER INC | 2021-08-12 | 2022-06-10 | $2,153 | $3,395 | -$1,242 | -$1,242 | |
| 16. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $1,262 | $2,011 | -$749 | -$749 | |
| 25. NUCOR CORP | 2021-08-12 | 2022-07-14 | $2,714 | $3,141 | -$427 | -$427 | |
| 18. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $3,227 | $2,301 | $926 | $926 | |
| 5. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $2,273 | $3,413 | -$1,140 | -$1,140 | |
| 5. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $2,273 | $2,846 | -$573 | -$573 | |
| 77. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $2,997 | $3,613 | -$616 | -$616 | |
| 4944. PGIM HIGH YIELD-R6 | 2021-03-03 | 2022-08-26 | $23,632 | $26,931 | -$3,299 | -$3,299 | |
| 12130. VANGUARD TTL BD MKT IDX-ADM | 2021-03-03 | 2022-08-26 | $120,208 | $128,391 | -$8,183 | -$8,183 | |
| 33. ABBOTT LABORATORIES | 2018-01-11 | 2022-09-16 | $3,434 | $1,944 | $1,490 | $1,490 | |
| 46. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $4,288 | $3,550 | $738 | $738 | |
| 68. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $3,135 | $5,077 | -$1,942 | -$1,942 | |
| 33. ZOETIS INC | 2022-02-10 | 2022-09-16 | $5,189 | $6,689 | -$1,500 | -$1,500 | |
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,099 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,400 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $299 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $299 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $928 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $928 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $629 | OverpaymentAmt |
| Applied To ES Tax | $150 | AppliedToESTaxAmt |
| Refund | $479 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,679 | 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 | $826,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $865,706 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $865,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $852,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $299 | TotalTaxAmt |
| Distributable Before Adj | $42,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,535 | 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 | $43,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,396 | 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 | $43,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,396 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,139 | 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 | $35,198 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MO AT KANSAS CITY | BusinessNameLine1Txt |
| Business Name Line2 | ATTNKATHY DUNN DIR OF MAJOR GIFTS | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 HOLMES ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $36,396 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,396 | 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 | $19,731 | 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 | $8,400 | 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 | $28,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,131 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $5 |
| ADJUST TAX LOT COST BASIS | $580 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $655 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $177 | $177 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $19 | $19 | $0 |