O JACK PRINTZ CHARITABLE FOUNDATION TRUST FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- O JACK PRINTZ CHARITABLE FOUNDATION TRUST FUND (EIN 43-6306546)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-12
- IRS object ID
- 202340129349100029
- 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 | 2022-09-30 | 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 | 436306546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O JACK PRINTZ CHARITABLE FOUNDATION 10014600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIN | 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 | 2023-01-05 | 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 | 2023-01-05 | 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 | $913,344 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,856 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $34,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,492 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,746 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,746 | 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 | $1,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | 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 | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,566 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,717 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $855,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $827,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $872,627 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $898,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $868,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $913,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $898,127 | CapitalStockBOYAmt |
| Capital Stock EOY | $868,272 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $898,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $868,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $898,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $868,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $898,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $869,271 | SubtotalAmt |
| Other Decreases | $999 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $868,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 18. META PLATFORMS INC-CLASS A | 2016-03-02 | 2021-10-06 | $5,986 | $1,980 | $4,006 | $4,006 | |
| 125. AT&T INC | 2018-12-07 | 2021-11-10 | $3,120 | $3,900 | -$780 | -$780 | |
| 10. KYNDRYL HOLDINGS INC | 2021-10-06 | 2021-11-10 | $217 | $328 | -$111 | -$111 | |
| .2 KYNDRYL HOLDINGS INC | 2021-09-14 | 2021-12-02 | $3 | $6 | -$3 | -$3 | |
| .8 ORION OFFICE REIT INC | 2021-11-15 | 2021-12-23 | $16 | $22 | -$6 | -$6 | |
| 7. ORION OFFICE REIT INC | 2021-11-15 | 2022-01-20 | $115 | $190 | -$75 | -$75 | |
| 5. INTUIT INC | 2011-10-19 | 2022-01-25 | $2,582 | $260 | $2,322 | $2,322 | |
| 9. MASTERCARD INC - A | 2015-01-08 | 2022-01-25 | $3,050 | $770 | $2,280 | $2,280 | |
| 33. MEDTRONIC PLC | 2020-03-04 | 2022-01-25 | $3,433 | $3,287 | $146 | $146 | |
| 24. APPLIED MATERIALS INC | 2021-03-03 | 2022-02-16 | $3,385 | $2,792 | $593 | $593 | |
| 2. CHEVRONTEXACO CORP | 2008-11-26 | 2022-02-16 | $269 | $159 | $110 | $110 | |
| 48. EDWARDS LIFESCIENCES CORP | 2020-11-04 | 2022-02-16 | $5,314 | $3,810 | $1,504 | $1,504 | |
| 3. EXXON MOBIL CORP | 2021-07-07 | 2022-02-16 | $235 | $182 | $53 | $53 | |
| 1. J P MORGAN CHASE & CO | 2012-02-08 | 2022-02-16 | $155 | $38 | $117 | $117 | |
| 23. TARGET CORP | 2018-07-17 | 2022-02-16 | $4,790 | $1,783 | $3,007 | $3,007 | |
| 154.722 VANGUARD REAL EST INDX-ADM | 2021-07-14 | 2022-03-11 | $22,726 | $22,671 | $55 | $55 | |
| 33. CONOCOPHILLIPS | 2021-05-05 | 2022-03-22 | $3,361 | $1,829 | $1,532 | $1,532 | |
| 10. ROCKWELL INTERNATIONAL CORP | 2020-06-03 | 2022-04-20 | $2,733 | $2,208 | $525 | $525 | |
| 33. WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-20 | $766 | $860 | -$94 | -$94 | |
| .3845 WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-25 | $8 | $10 | -$2 | -$2 | |
| 47. CITIGROUP INC | 2021-02-03 | 2022-05-18 | $2,312 | $2,868 | -$556 | -$556 | |
| 206. FORD MOTOR CO | 2022-03-22 | 2022-05-18 | $2,619 | $3,543 | -$924 | -$924 | |
| 83. TRUIST FINANCIAL CORP | 2022-02-16 | 2022-05-18 | $3,840 | $5,382 | -$1,542 | -$1,542 | |
| 41. CONOCOPHILLIPS | 2021-05-05 | 2022-06-22 | $3,830 | $2,272 | $1,558 | $1,558 | |
| 80. DUKE WEEKS REALTY CORP | 2019-09-04 | 2022-06-22 | $4,336 | $2,698 | $1,638 | $1,638 | |
| 41. MOSAIC CO/THE | 2022-05-18 | 2022-07-20 | $1,969 | $2,515 | -$546 | -$546 | |
| 7845. PGIM HIGH YIELD-R6 | 2020-10-02 | 2022-08-26 | $37,499 | $42,723 | -$5,224 | -$5,224 | |
| 21461. VANGUARD TTL BD MKT IDX-ADM | 2021-03-03 | 2022-08-26 | $212,679 | $226,095 | -$13,416 | -$13,416 | |
| 318. AT&T INC | 2022-04-20 | 2022-09-20 | $5,254 | $6,277 | -$1,023 | -$1,023 | |
| 16. META PLATFORMS INC-CLASS A | 2022-05-18 | 2022-09-20 | $2,340 | $3,088 | -$748 | -$748 | |
| 120. HP INC | 2022-06-22 | 2022-09-20 | $3,172 | $4,058 | -$886 | -$886 | |
| 60. WALGREENS BOOTS ALLIANCE INC | 2020-08-05 | 2022-09-20 | $2,039 | $2,454 | -$415 | -$415 | |
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,761 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,856 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,124 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,124 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $754 | OverpaymentAmt |
| Applied To ES Tax | $372 | AppliedToESTaxAmt |
| Refund | $382 | 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 | 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 | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,492 | 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 | $1,031,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,089,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,089,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,073,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $370 | TotalTaxAmt |
| Distributable Before Adj | $53,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,112 | 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 | $54,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,565 | 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 | $54,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,565 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,547 | 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 | $44,742 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MENORAH HERITAGE FOUNDATION | |||||||
| 5801 W 115TH ST STE 104 | OVERLAND PARK | KS | 66211 | NONE | PC | YEAR END DISTRIBUTION PER | $22,783 |
| VILLAGE SHALOM | |||||||
| 5500 W 123RD ST | Overland Park | KS | 662093172 | NONE | PC | YEAR END DISTRIBUTION PER | $22,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,566 | 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 | $29,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,856 | 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 | $34,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,873 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $999 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $550 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,124 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $178 | $178 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $21 | $21 | $0 |