KURZ CHARITABLE TRUST & FOUNDATION 98-98-162493001: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KURZ CHARITABLE TRUST & FOUNDATION 98-98-162493001 (EIN 44-6010327)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-11
- IRS object ID
- 202331019349102238
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T15:00:34-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446010327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURZ CHARITABLE TRUST & FOUNDATION 10018300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KURZ | 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 | 2023-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-04-11 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $399,273 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $8,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,313 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,420 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,210 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,210 | 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 | $315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | 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 | $7,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,647 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,647 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,657 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,994 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $367,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $344,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,279 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $383,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,783 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $383,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $365,783 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $383,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $365,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $383,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $365,783 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $383,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $366,059 | SubtotalAmt |
| Other Decreases | $276 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $365,783 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (118 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 54.62662 PGIM HIGH YIELD-R6 | 2021-10-01 | 2022-02-24 | $284 | $306 | -$22 | -$22 | |
| 32.42938 PGIM HIGH YIELD-R6 | 2021-07-01 | 2022-02-24 | $169 | $181 | -$12 | -$12 | |
| 67.813 VANGUARD REAL EST INDX-ADM | 2021-12-23 | 2022-02-24 | $9,771 | $9,863 | -$92 | -$92 | |
| 730.70805 VANGUARD TTL BD MKT IDX-ADM | 2021-09-01 | 2022-02-24 | $7,819 | $8,267 | -$448 | -$448 | |
| 28.74395 VANGUARD TTL BD MKT IDX-ADM | 2021-03-02 | 2022-02-24 | $308 | $325 | -$17 | -$17 | |
| 36.124 CHAMPLAIN MID CAP FUND-INST | 2021-12-14 | 2022-04-05 | $932 | $999 | -$67 | -$67 | |
| 45.188 CHAMPLAIN MID CAP FUND-INST | 2020-12-17 | 2022-04-05 | $1,165 | $988 | $177 | $177 | |
| 48.888 BGF INTERNATIONAL ALPHA-INST | 2021-12-29 | 2022-04-05 | $644 | $750 | -$106 | -$106 | |
| 105.998 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-12-09 | 2022-04-05 | $1,360 | $1,459 | -$99 | -$99 | |
| 117.459 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2022-04-05 | $1,507 | $1,765 | -$258 | -$258 | |
| 10.069 OAKMARK INTERNATIONAL-INST | 2021-12-16 | 2022-04-05 | $256 | $274 | -$18 | -$18 | |
| 164.624 OAKMARK INTERNATIONAL-INST | 2020-12-11 | 2022-04-05 | $4,190 | $3,660 | $530 | $530 | |
| 384.721 NUANCE MID CAP VALUE-INST | 2016-11-15 | 2022-04-05 | $5,371 | $4,370 | $1,001 | $1,001 | |
| 132.637 VANGUARD TTL BD MKT IDX-ADM | 2022-04-01 | 2022-04-05 | $1,373 | $1,475 | -$102 | -$102 | |
| 387.13782 VANGUARD TTL BD MKT IDX-ADM | 2021-04-01 | 2022-04-05 | $4,007 | $4,411 | -$404 | -$404 | |
| 14.56318 VANGUARD TTL BD MKT IDX-ADM | 2019-10-01 | 2022-04-05 | $151 | $162 | -$11 | -$11 | |
| 42.803 VANGUARD DEV MKT INDX-ADM | 2022-03-18 | 2022-04-05 | $660 | $687 | -$27 | -$27 | |
| 286.39 VANGUARD DEV MKT INDX-ADM | 2021-03-22 | 2022-04-05 | $4,419 | $4,133 | $286 | $286 | |
| 23.936 BGF INTERNATIONAL ALPHA-INST | 2021-12-29 | 2022-05-27 | $282 | $367 | -$85 | -$85 | |
| 915.385 BGF INTERNATIONAL ALPHA-INST | 2020-12-29 | 2022-05-27 | $10,783 | $13,445 | -$2,662 | -$2,662 | |
| 480.46 OAKMARK INTERNATIONAL-INST | 2020-08-11 | 2022-05-27 | $12,175 | $10,461 | $1,714 | $1,714 | |
| 194.81837 DODGE & COX INCOME-I | 2022-02-24 | 2022-06-17 | $2,445 | $2,650 | -$205 | -$205 | |
| 16.26063 DODGE & COX INCOME-I | 2021-09-28 | 2022-06-17 | $204 | $232 | -$28 | -$28 | |
| 279.65831 DOUBLELINE TTL RTRN BND-I | 2022-02-28 | 2022-06-17 | $2,592 | $2,827 | -$235 | -$235 | |
| 22.11469 DOUBLELINE TTL RTRN BND-I | 2021-11-30 | 2022-06-17 | $205 | $232 | -$27 | -$27 | |
| 10.6503 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2022-06-17 | $124 | $160 | -$36 | -$36 | |
| 11.1607 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2022-06-17 | $130 | $168 | -$38 | -$38 | |
| 17.186 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-06-17 | $215 | $233 | -$18 | -$18 | |
| 142.74917 PGIM HIGH YIELD-R6 | 2022-04-05 | 2022-06-17 | $667 | $750 | -$83 | -$83 | |
| 49.22283 PGIM HIGH YIELD-R6 | 2021-12-30 | 2022-06-17 | $230 | $272 | -$42 | -$42 | |
| 14.994 VANGUARD TTL BD MKT IDX-ADM | 2022-06-01 | 2022-06-17 | $147 | $151 | -$4 | -$4 | |
| 506.65402 VANGUARD TTL BD MKT IDX-ADM | 2020-01-01 | 2022-06-17 | $4,965 | $5,306 | -$341 | -$341 | |
| 15.03098 VANGUARD TTL BD MKT IDX-ADM | 2018-08-17 | 2022-06-17 | $147 | $157 | -$10 | -$10 | |
| 14.556 VANGUARD TTL BD MKT IDX-ADM | 2022-08-01 | 2022-08-25 | $144 | $147 | -$3 | -$3 | |
| 7305.954 VANGUARD TTL BD MKT IDX-ADM | 2019-01-08 | 2022-08-25 | $72,402 | $76,290 | -$3,888 | -$3,888 | |
| 885.407 PGIM HIGH YIELD-R6 | 2022-07-29 | 2022-08-30 | $4,179 | $4,568 | -$389 | -$389 | |
| 3439.821 PGIM HIGH YIELD-R6 | 2021-06-18 | 2022-08-30 | $16,236 | $18,709 | -$2,473 | -$2,473 | |
| 6924.496 VANGUARD INTRM BND IDX-ADM | 2022-10-03 | 2022-10-06 | $69,037 | $72,976 | -$3,939 | -$3,939 | |
| 3906.835 VANGUARD HI YLD CORP-ADM | 2022-10-03 | 2022-10-06 | $19,808 | $20,312 | -$504 | -$504 | |
| 134.049 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-11-01 | $1,685 | $1,819 | -$134 | -$134 | |
| 90.199 NUANCE MID CAP VALUE-INST | 2016-11-15 | 2022-11-01 | $1,134 | $1,025 | $109 | $109 | |
| 30.101 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2022-11-28 | $644 | $586 | $58 | $58 | |
| 95.28803 BLACKROCK EQTY DVDND-K | 2022-06-17 | 2022-11-28 | $1,844 | $2,100 | -$256 | -$256 | |
| 16.73097 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2022-11-28 | $324 | $369 | -$45 | -$45 | |
| 44.966 BLACKROCK EQTY DVDND-K | 2021-10-08 | 2022-11-28 | $870 | $1,007 | -$137 | -$137 | |
| 12.477 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2022-11-28 | $144 | $188 | -$44 | -$44 | |
| 63.01534 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2022-11-28 | $1,800 | $1,855 | -$55 | -$55 | |
| 9.38966 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2022-11-28 | $268 | $276 | -$8 | -$8 | |
| 75.713 NUANCE MID CAP VALUE-INST | 2016-11-15 | 2022-11-28 | $996 | $860 | $136 | $136 | |
| 82.91015 PRINCIPAL BLUE CHIP-R6 | 2022-04-05 | 2022-11-28 | $2,426 | $3,165 | -$739 | -$739 | |
| 6.25685 PRINCIPAL BLUE CHIP-R6 | 2021-12-13 | 2022-11-28 | $183 | $255 | -$72 | -$72 | |
| 7.81057 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2022-11-28 | $245 | $248 | -$3 | -$3 | |
| 47.26443 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2022-11-28 | $1,480 | $1,539 | -$59 | -$59 | |
| 123.427 VANGUARD DEV MKT INDX-ADM | 2015-02-18 | 2022-11-28 | $1,684 | $1,585 | $99 | $99 | |
| 20.64403 VANGUARD INST INDEX-INST | 2022-04-05 | 2022-11-28 | $6,947 | $8,034 | -$1,087 | -$1,087 | |
| .64897 VANGUARD INST INDEX-INST | 2021-12-29 | 2022-11-28 | $218 | $265 | -$47 | -$47 | |
| 2.503 VANGUARD INST INDEX-INST | 2021-09-24 | 2022-11-28 | $842 | $907 | -$65 | -$65 | |
| 7.92338 VANGUARD SML CAP INDX-ADM | 2022-04-05 | 2022-11-28 | $723 | $799 | -$76 | -$76 | |
| .28662 VANGUARD SML CAP INDX-ADM | 2022-03-22 | 2022-11-28 | $26 | $30 | -$4 | -$4 | |
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,058 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,690 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $396 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $285 | OverpaymentAmt |
| Applied To ES Tax | $112 | AppliedToESTaxAmt |
| Refund | $173 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $6,270 |
| CARL W KURZ CO ELKO PHOTO PRODUCTS | ||||||
| P O BOX 328 | KANSAS CITY | MO | 64141 | CO-TRUSTEE | 1 | $150 |
| 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 | $411,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $429,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $429,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $422,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111 | TotalTaxAmt |
| Distributable Before Adj | $21,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,657 | 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 | $22,657 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,647 | 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 | $22,657 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,647 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,010 | 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 | $17,023 | 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 (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HEART OF AMERICA | ||||||||
| FLYFISHERS | P O BOX 731 | MISSION | KS | 66201 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CONSERVATION FEDERATION OF MISSOURI | ||||||||
| 728 WEST MAIN STREET | JEFFERSON CITY | MO | 65101 | NONE | EXEMPT | CHARITABLE | $8,647 | |
| TRI LAKES FLY FISHERS | ||||||||
| 1340 STATE HIGHWAY U | BOLIVAR | MO | 65613 | NONE | PC | CHARITABLE | $2,000 | |
| JOHNSON COUNTY PHEASANTS FOREVER | ||||||||
| 6714 W 147TH TERRACE | OVERLAND PARK | KS | 66223 | NONE | EXEMPT | GENERAL OPERATING SUPPORT | $3,000 | |
| MOKAN TROUT UNLIMITED | ||||||||
| 7502 PARK ST | SHAWNEE | KS | 66216 | NONE | PC | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,647 | 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 | $11,347 | 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 | -$2,690 | 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 | $8,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,657 | 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 | COST BASIS ADJUSTMENT | Desc |
| Amt | $276 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $195 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $105 | $105 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |