LIDA L MOFFETT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIDA L MOFFETT FOUNDATION (EIN 86-2974441)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349104371
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T20:01:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862974441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIDA L MOFFETT FOUNDATION 15544000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIDA | 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 | 2025-05-02 | 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 | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,042,850 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $497,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $496,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,345,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,324,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,345,114 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,748 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,845,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,854,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,967 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,983 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,983 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,183 | 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 | $2,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,854 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $166,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $992,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $992,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,159,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,064,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,686,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,775,489 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,418,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,188,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,188,085 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $16,037,659 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,970,621 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,854,765 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,456,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,158,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,042,850 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,456,434 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,158,706 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,456,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,158,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,456,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,158,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,456,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,686,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,513 | OtherIncreasesAmt |
| Subtotal | $19,158,706 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,158,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (252 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2430. AFLAC INC | 2021-01-19 | 2024-02-22 | $193,791 | $114,149 | $79,642 | $79,642 | |
| 3390. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS | 2021-01-19 | 2024-02-22 | $197,433 | $212,998 | -$15,565 | -$15,565 | |
| 2000. DARDEN RESTAURANTS INC | 2021-01-19 | 2024-02-22 | $336,677 | $248,810 | $87,867 | $87,867 | |
| 3400. DISNEY WALT HOLDING CO | 2021-01-19 | 2024-02-22 | $366,363 | $586,755 | -$220,392 | -$220,392 | |
| 1350. MORGAN STANLEY DEAN WITTER & CO | 2023-04-12 | 2024-02-22 | $115,856 | $115,359 | $497 | $497 | |
| 740. PFIZER INC | 2023-04-12 | 2024-02-22 | $20,365 | $30,614 | -$10,249 | -$10,249 | |
| 15300. US BANCORP | 2021-01-19 | 2024-02-22 | $634,189 | $605,485 | $28,704 | $28,704 | |
| 365. UNION PACIFIC CORP | 2021-01-19 | 2024-02-22 | $92,609 | $79,196 | $13,413 | $13,413 | |
| 11216.057 PIONEER ILS INTERVAL FUND | 2020-11-30 | 2024-03-11 | $99,038 | $95,000 | $4,038 | $4,038 | |
| 600. CATERPILLAR INC | 2021-01-19 | 2024-03-13 | $204,495 | $117,483 | $87,012 | $87,012 | |
| 1500. DISNEY WALT HOLDING CO | 2021-01-19 | 2024-03-13 | $168,884 | $258,863 | -$89,979 | -$89,979 | |
| 665. DOVER CORP | 1986-11-26 | 2024-03-13 | $117,459 | $2,397 | $115,062 | $115,062 | |
| 560. MCCORMICK & CO INC | 2010-03-04 | 2024-03-13 | $38,506 | $10,603 | $27,903 | $27,903 | |
| 330. TARGET CORP | 2009-07-02 | 2024-03-13 | $54,526 | $12,273 | $42,253 | $42,253 | |
| 337. MARKETAXESS HOLDINGS INC | 2024-02-22 | 2024-03-22 | $74,487 | $71,968 | $2,519 | $2,519 | |
| 1010. NEXTERA ENERGY INC | 2021-01-19 | 2024-03-22 | $62,589 | $83,305 | -$20,716 | -$20,716 | |
| 930. QUEST DIAGNOSTICS INC | 2021-01-19 | 2024-03-22 | $119,755 | $116,882 | $2,873 | $2,873 | |
| 310. UNITED PARCEL SERVICE INC CLASS B | 2023-04-12 | 2024-03-22 | $48,536 | $58,942 | -$10,406 | -$10,406 | |
| 265. UNITED PARCEL SERVICE INC CLASS B | 2019-04-22 | 2024-03-22 | $41,491 | $30,117 | $11,374 | $11,374 | |
| 381. UNITEDHEALTH GROUP INC | 2024-02-22 | 2024-03-22 | $187,081 | $199,316 | -$12,235 | -$12,235 | |
| .5 GE VERNOVA INC | 2021-01-19 | 2024-04-19 | $67 | $29 | $38 | $38 | |
| 1560. BRISTOL-MYERS SQUIBB CO | 2021-01-19 | 2024-04-24 | $76,003 | $104,118 | -$28,115 | -$28,115 | |
| 618. ZIMMER HOLDINGS INC | 2021-01-19 | 2024-04-24 | $75,402 | $96,868 | -$21,466 | -$21,466 | |
| 2290. BP AMOCO PLC SPONSORED ADR REPSTG 6 ORD SHS | 2021-01-19 | 2024-05-22 | $83,503 | $56,345 | $27,158 | $27,158 | |
| 1000. BRISTOL-MYERS SQUIBB CO | 2021-01-19 | 2024-05-22 | $42,329 | $66,742 | -$24,413 | -$24,413 | |
| 800. CATERPILLAR INC | 2021-01-19 | 2024-05-22 | $283,832 | $156,644 | $127,188 | $127,188 | |
| 1500. DISNEY WALT HOLDING CO | 2021-01-19 | 2024-05-22 | $154,577 | $258,863 | -$104,286 | -$104,286 | |
| 227. GE VERNOVA INC | 2021-01-19 | 2024-05-22 | $37,206 | $13,349 | $23,857 | $23,857 | |
| 2840. GENERAL MILLS INC | 2021-01-19 | 2024-05-22 | $199,717 | $159,402 | $40,315 | $40,315 | |
| 745. JOHNSON & JOHNSON | 2021-01-19 | 2024-05-22 | $113,959 | $120,742 | -$6,783 | -$6,783 | |
| 2500. NEXTERA ENERGY INC | 2021-01-19 | 2024-05-22 | $190,998 | $206,200 | -$15,202 | -$15,202 | |
| 280. PHILLIPS 66 | 2019-01-18 | 2024-05-22 | $39,904 | $27,207 | $12,697 | $12,697 | |
| 1000. UNION PACIFIC CORP | 2021-01-19 | 2024-05-22 | $234,277 | $216,975 | $17,302 | $17,302 | |
| 500. ZIMMER HOLDINGS INC | 2021-01-19 | 2024-05-22 | $59,534 | $78,372 | -$18,838 | -$18,838 | |
| 400. CATERPILLAR INC | 2021-01-19 | 2024-06-14 | $128,499 | $78,322 | $50,177 | $50,177 | |
| 1090. EMERSON ELECTRIC CO | 2021-01-19 | 2024-06-14 | $115,831 | $38,612 | $77,219 | $77,219 | |
| 1000. NVIDIA CORP | 2023-11-16 | 2024-06-14 | $131,076 | $49,501 | $81,575 | $81,575 | |
| 1405. PROCTER & GAMBLE CO | 2021-01-19 | 2024-06-14 | $234,370 | $189,619 | $44,751 | $44,751 | |
| 910. GE AEROSPACE COM | 2021-01-19 | 2024-06-20 | $149,696 | $51,194 | $98,502 | $98,502 | |
| 1170. STARBUCKS CORP | 2023-04-12 | 2024-06-20 | $93,510 | $96,090 | -$2,580 | -$2,580 | |
| 75. EATON CORP PLC | 2023-04-12 | 2024-06-20 | $24,163 | $12,159 | $12,004 | $12,004 | |
| 775. EDWARDS LIFESCIENCES CORP | 2024-03-13 | 2024-07-31 | $48,471 | $72,106 | -$23,635 | -$23,635 | |
| 200. QUALCOMM INC | 2001-11-08 | 2024-07-31 | $35,715 | $5,200 | $30,515 | $30,515 | |
| 1226. AMPHENOL CORP CLASS A | 2024-05-22 | 2024-08-21 | $82,093 | $82,599 | -$506 | -$506 | |
| 640. BROADCOM INC | 2023-04-12 | 2024-08-21 | $105,917 | $39,588 | $66,329 | $66,329 | |
| 400. CATERPILLAR INC | 2021-01-19 | 2024-08-21 | $137,156 | $78,322 | $58,834 | $58,834 | |
| 360. MARRIOTT INTERNATIONAL INC CLASS A | 2024-05-22 | 2024-08-21 | $80,715 | $84,904 | -$4,189 | -$4,189 | |
| 340. QUALCOMM INC | 2002-12-06 | 2024-08-21 | $58,966 | $8,258 | $50,708 | $50,708 | |
| 300000. US TREASURY NOTE/BOND 3.25% 31 AUG 2024 | 2022-09-22 | 2024-09-03 | $300,000 | $295,078 | $4,922 | $4,922 | |
| 1040. CISCO SYSTEMS INC | 2023-08-18 | 2024-09-18 | $52,718 | $57,588 | -$4,870 | -$4,870 | |
| 215. INTUIT INC | 2023-04-12 | 2024-09-18 | $136,965 | $33,475 | $103,490 | $103,490 | |
| 140. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-09-18 | $75,197 | $83,410 | -$8,213 | -$8,213 | |
| 100. PROCTER & GAMBLE CO | 2021-01-19 | 2024-09-18 | $17,394 | $13,496 | $3,898 | $3,898 | |
| 320. QUALCOMM INC | 2002-12-06 | 2024-09-18 | $53,941 | $5,994 | $47,947 | $47,947 | |
| 148. ADOBE SYSTEMS INC | 2024-02-22 | 2024-10-17 | $73,387 | $79,678 | -$6,291 | -$6,291 | |
| 72. HOME DEPOT INC | 2023-04-12 | 2024-10-17 | $29,848 | $9,758 | $20,090 | $20,090 | |
| 122. INTUIT INC | 2012-08-10 | 2024-10-17 | $74,340 | $7,207 | $67,133 | $67,133 | |
| 2135. NEXTERA ENERGY INC | 2021-01-19 | 2024-10-17 | $179,670 | $110,723 | $68,947 | $68,947 | |
| 340. TRAVELERS COS INC/THE | 1986-11-26 | 2024-10-17 | $89,958 | $696 | $89,262 | $89,262 | |
| 300. UNION PACIFIC CORP | 2021-01-19 | 2024-10-17 | $72,198 | $65,093 | $7,105 | $7,105 | |
| 80000. MORGAN STANLEY 3.7% 23 OCT 2024 | 2022-10-18 | 2024-10-23 | $80,000 | $77,640 | $2,360 | $2,360 | |
| 80000. TRUIST FINANCIAL CORP 2.85% 26 OCT 2024 | 2022-10-18 | 2024-10-28 | $80,000 | $76,826 | $3,174 | $3,174 | |
| 90. COSTCO WHOLESALE CORP | 2023-11-16 | 2024-12-05 | $88,541 | $52,059 | $36,482 | $36,482 | |
| 1000. EMERSON ELECTRIC CO | 1965-07-08 | 2024-12-05 | $133,277 | $840 | $132,437 | $132,437 | |
| 187. LOCKHEED MARTIN CORP | 2024-02-22 | 2024-12-05 | $96,607 | $80,095 | $16,512 | $16,512 | |
| 800. MERCK & CO. INC. | 2019-01-18 | 2024-12-05 | $83,143 | $49,799 | $33,344 | $33,344 | |
| 230. PEPSICO INC | 2024-10-17 | 2024-12-05 | $36,942 | $40,093 | -$3,151 | -$3,151 | |
| 670. PEPSICO INC | 2023-04-12 | 2024-12-05 | $107,614 | $46,713 | $60,901 | $60,901 | |
| 800. PROCTER & GAMBLE CO | 2021-01-19 | 2024-12-05 | $140,976 | $104,679 | $36,297 | $36,297 | |
| 200. TRAVELERS COS INC/THE | 1931-02-05 | 2024-12-05 | $52,687 | $47 | $52,640 | $52,640 | |
| 500. UNION PACIFIC CORP | 2021-01-19 | 2024-12-05 | $117,259 | $108,488 | $8,771 | $8,771 | |
| 643. WAL MART STORES INC | 2023-04-12 | 2024-12-05 | $61,247 | $32,046 | $29,201 | $29,201 | |
| 80000. SOUTHWEST AIRLINES CO 5.25% 04 MAY 202025 | 2022-10-18 | 2024-12-16 | $80,130 | $79,735 | $395 | $395 | |
| 292. ABBOTT LABORATORIES | 2024-02-22 | 2024-12-24 | $33,505 | $34,719 | -$1,214 | -$1,214 | |
| 277. ABBVIE INC | 2024-02-22 | 2024-12-24 | $49,780 | $48,977 | $803 | $803 | |
| 360. ABBVIE INC | 2023-04-12 | 2024-12-24 | $64,696 | $58,293 | $6,403 | $6,403 | |
| 214. AMPHENOL CORP CLASS A | 2023-04-12 | 2024-12-24 | $15,302 | $8,351 | $6,951 | $6,951 | |
| 20. APPLIED MATERIALS INC | 2024-10-17 | 2024-12-24 | $3,334 | $3,698 | -$364 | -$364 | |
| 18. AUTODESK INC | 2024-12-05 | 2024-12-24 | $5,398 | $5,493 | -$95 | -$95 | |
| 52. AUTOMATIC DATA PROCESSING INC | 2024-02-22 | 2024-12-24 | $15,423 | $13,270 | $2,153 | $2,153 | |
| 1335. BANK OF AMERICA CORP | 2021-01-19 | 2024-12-24 | $59,166 | $43,922 | $15,244 | $15,244 | |
| 106. BERKSHIRE HATHAWAY INC-CL B | 2023-10-18 | 2024-12-24 | $48,526 | $36,111 | $12,415 | $12,415 | |
| 16. BLACKROCK INC | 2023-04-12 | 2024-12-24 | $16,789 | $10,642 | $6,147 | $6,147 | |
| 390. BROADCOM INC | 2023-04-12 | 2024-12-24 | $92,895 | $24,124 | $68,771 | $68,771 | |
| 35. CME GROUP INC | 2024-03-22 | 2024-12-24 | $8,358 | $7,529 | $829 | $829 | |
| 300. CHEVRONTEXACO CORP | 2024-02-22 | 2024-12-24 | $43,175 | $46,691 | -$3,516 | -$3,516 | |
| 23. CONSTELLATION ENERGY | 2024-12-05 | 2024-12-24 | $5,251 | $5,906 | -$655 | -$655 | |
| 167. COPART INC | 2024-06-20 | 2024-12-24 | $9,816 | $9,006 | $810 | $810 | |
| 21. COSTCO WHOLESALE CORP | 2023-11-16 | 2024-12-24 | $20,042 | $12,147 | $7,895 | $7,895 | |
| 54. COSTAR GROUP INC | 2024-08-21 | 2024-12-24 | $3,917 | $4,075 | -$158 | -$158 | |
| 39. DANAHER CORP | 2024-08-21 | 2024-12-24 | $8,978 | $10,565 | -$1,587 | -$1,587 | |
| 149. DUKE ENERGY CORP | 2023-04-12 | 2024-12-24 | $16,191 | $14,784 | $1,407 | $1,407 | |
| 22. ECOLAB INC | 2024-09-18 | 2024-12-24 | $5,271 | $5,496 | -$225 | -$225 | |
| 1000. EMERSON ELECTRIC CO | 1964-01-29 | 2024-12-24 | $125,577 | $815 | $124,762 | $124,762 | |
| 160. EXXON MOBIL CORP | 2024-10-17 | 2024-12-24 | $17,069 | $19,254 | -$2,185 | -$2,185 | |
| 52. META PLATFORMS INC-CLASS A | 2023-10-18 | 2024-12-24 | $31,468 | $16,551 | $14,917 | $14,917 | |
| 59. FASTENAL CO | 2024-12-05 | 2024-12-24 | $4,400 | $4,837 | -$437 | -$437 | |
| 199. GILEAD SCIENCES INC | 2021-01-19 | 2024-12-24 | $18,687 | $13,209 | $5,478 | $5,478 | |
| 44. HOME DEPOT INC | 2012-08-10 | 2024-12-24 | $17,358 | $2,327 | $15,031 | $15,031 | |
| 140. HONEYWELL INTERNATIONAL INC | 2023-04-12 | 2024-12-24 | $31,948 | $27,046 | $4,902 | $4,902 | |
| 21. ILLINOIS TOOL WORKS INC | 2024-12-05 | 2024-12-24 | $5,415 | $5,779 | -$364 | -$364 | |
| 7. INTUIT INC | 2012-08-10 | 2024-12-24 | $4,492 | $413 | $4,079 | $4,079 | |
| 10. INTUITIVE SURGICAL INC | 2024-09-18 | 2024-12-24 | $5,351 | $4,825 | $526 | $526 | |
| 163. J P MORGAN CHASE & CO | 2023-04-12 | 2024-12-24 | $39,453 | $20,969 | $18,484 | $18,484 | |
| 125. JOHNSON & JOHNSON | 2021-01-19 | 2024-12-24 | $18,177 | $15,970 | $2,207 | $2,207 | |
| 18. MARRIOTT INTERNATIONAL INC CLASS A | 2023-04-12 | 2024-12-24 | $5,128 | $2,908 | $2,220 | $2,220 | |
| 26. MASTERCARD INC - A | 2023-04-12 | 2024-12-24 | $13,861 | $7,812 | $6,049 | $6,049 | |
| 124. MCDONALDS CORP | 2024-02-22 | 2024-12-24 | $36,413 | $36,782 | -$369 | -$369 | |
| 8. NETFLIX COM INC | 2024-03-22 | 2024-12-24 | $7,435 | $5,019 | $2,416 | $2,416 | |
| 165. NEXTERA ENERGY INC | 1990-12-14 | 2024-12-24 | $11,984 | $598 | $11,386 | $11,386 | |
| 79. ORACLE CORPORATION | 2024-12-05 | 2024-12-24 | $13,494 | $14,723 | -$1,229 | -$1,229 | |
| 98. PAYCHEX INC | 2024-02-22 | 2024-12-24 | $13,847 | $12,249 | $1,598 | $1,598 | |
| 1317. PROCTER & GAMBLE CO | 2018-11-06 | 2024-12-24 | $222,308 | $25,576 | $196,732 | $196,732 | |
| 17. PUBLIC STORAGE INC | 2024-08-21 | 2024-12-24 | $5,114 | $5,582 | -$468 | -$468 | |
| 1326. REGIONS FINANCIAL CORP | 2024-02-22 | 2024-12-24 | $31,651 | $24,187 | $7,464 | $7,464 | |
| 54. SEI INVESTMENT CO | 2024-12-05 | 2024-12-24 | $4,537 | $4,520 | $17 | $17 | |
| 110. TESLA INC | 2023-04-12 | 2024-12-24 | $50,232 | $19,919 | $30,313 | $30,313 | |
| 309. TRAVELERS COS INC/THE | 1931-02-05 | 2024-12-24 | $74,839 | $73 | $74,766 | $74,766 | |
| 1275. UNION PACIFIC CORP | 2021-01-19 | 2024-12-24 | $292,643 | $144,470 | $148,173 | $148,173 | |
| 20. UNITEDHEALTH GROUP INC | 2024-02-22 | 2024-12-24 | $10,056 | $10,463 | -$407 | -$407 | |
| 39. VISA INC-CLASS A SHARES | 2023-08-18 | 2024-12-24 | $12,485 | $9,302 | $3,183 | $3,183 | |
| 437. WAL MART STORES INC | 2023-04-12 | 2024-12-24 | $40,361 | $21,779 | $18,582 | $18,582 | |
| 48. ZOETIS INC | 2024-03-22 | 2024-12-24 | $7,885 | $8,107 | -$222 | -$222 | |
| 76. ACCENTURE PLC-CL A | 2011-12-28 | 2024-12-24 | $27,451 | $4,029 | $23,422 | $23,422 | |
| 46. EATON CORP PLC | 2023-11-16 | 2024-12-24 | $15,662 | $10,422 | $5,240 | $5,240 | |
| 123. LINDE PLC | 2024-02-22 | 2024-12-24 | $52,267 | $54,925 | -$2,658 | -$2,658 | |
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,394 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,345,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,020 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,559 | 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 | 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 AVE | 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 | $139,967 | 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 | $22,855,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,064,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $620,402 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,540,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,540,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $368,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,172,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,208,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,208,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,579 | TotalTaxAmt |
| Distributable Before Adj | $1,170,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,170,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,170,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,064,238 | 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 | $1,064,238 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,170,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $992,255 | 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 | $1,064,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $992,255 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,983 | 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 | $1,098,057 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WILDWOOD OUTDOOR EDUCATION CENTER | ||||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | CAMP WILDWOOD | $1,855 | |
| VISITING NURSES ASSOCIATION | ||||||||
| 1300 E 104TH ST SUITE 300 | KANSAS CITY | MO | 64131 | NONE | PC | VNA COMMUNITY OUTREACH | $163,438 | |
| THE UNIVERSITY OF KANSAS HEALTH SYSTEM | ||||||||
| 2330 SHAWNEE MISSION PARKWAY | WESTWOOD | KS | 66205 | NONE | PC | HEMATOLOGIC CLINICAL CARE | $200,000 | |
| KANSAS UNIVERSITY ENDOWMENT | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | NONE | PC | ACE SUMMER RESEARCH PROGRAM | $113,650 | ASSOCIATION |
| CAMP ENCOURAGE | ||||||||
| 4025 CENTRAL | KANSAS CITY | MO | 64111 | NONE | PC | GRP LEADER SOC EMOTIONAL | $15,000 | |
| YMCA OF GREATER KANSAS CITY | ||||||||
| 3100 BROADWAY BLVD SUITE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | SPARK PROGRAM | $150,000 | |
| AUTISM RESOURCE CENTER OF KANSAS CITY | ||||||||
| 24020 WEST 79TH TERRACE | LENEXA | KS | 66227 | NONE | PC | GENERAL OPERATING EXPENSES | $250,000 | |
| WONDERSCOPE | ||||||||
| 433 E RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | NONE | PC | WONDERSCOPE WONDER CAMPS | $15,000 | |
| TRI-COUNTY MENTAL HEALTH SERVICES | ||||||||
| 3100 NE 83RD ST STE 1001 | KANSAS CITY | MO | 64119 | NONE | PC | HOME-MOBILE TESTING | $12,100 | |
| UNIVERSITY OF KANSAS HEALTH SYSTEM | ||||||||
| 11300 CORPORATE AVE SUITE 240 | LENEXA | KS | 66219 | NONE | PC | HEMATOLOGIC CLINICAL CARE | $71,212 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $992,255 | 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 | $497,236 | 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 | $2,345,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FARM INCOME | 15 | $2,963 |
| SEC 897 CAP GAIN | 1 | $530 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,845,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,845,843 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FARM EXPENSES | $1,768 | $6,243 | $0 |
| OTHER EXPENSES | $611 | $611 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FARM INCOME | $2,963 | $12,218 |
| SECTION 897 CAPITAL GAIN | $530 | $530 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| COST BASIS ADJUSTMENT | $15,512 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $20,300 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,814 | $1,814 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $369 | $369 | $0 |