RALPH L SMITH FOUNDATION 13952400: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RALPH L SMITH FOUNDATION 13952400 (EIN 44-6008508)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202301289349103690
- Schema version
- 2022v5.0
- 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 | 2023-05-08T16:00:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446008508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH L SMITH FOUNDATION 13952400 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | 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 | 2023-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-04-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $18,980,654 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $197,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $879,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,061,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $879,937 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,077,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,079,600 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,501 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,400 | 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 | $1,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,662 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,300 | TaxesRevAndExpnssAmt |
| 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 | $86,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86,835 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $151,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,062 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,297,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,297,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,448,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,320,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$371,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $960,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $385,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $558,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $558,803 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $10,634,647 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,082,351 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,421,851 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,020,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,641,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,980,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,020,023 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,641,154 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,020,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,641,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,020,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,641,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,020,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$371,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $10,649,021 | SubtotalAmt |
| Other Decreases | $7,867 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,641,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4500. FASTENAL CO | 2014-10-16 | 2022-01-04 | $281,531 | $79,526 | $202,005 | $202,005 | |
| 2100. FASTENAL CO | 2012-12-27 | 2022-01-04 | $131,381 | $36,362 | $95,019 | $95,019 | |
| 800. PROTO LABS INC | 2013-03-22 | 2022-01-04 | $41,572 | $37,577 | $3,995 | $3,995 | |
| 1000. PROTO LABS INC | 2013-03-22 | 2022-01-04 | $51,965 | $46,971 | $4,994 | $4,994 | |
| 874.63 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-01-18 | $875 | $875 | $875 | ||
| 874.63 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-01-18 | $875 | $886 | -$11 | -$11 | |
| 500. ALCON INC | 2021-06-25 | 2022-02-09 | $39,543 | $35,186 | $4,357 | $4,357 | |
| 1500. ALCON INC | 2020-05-14 | 2022-02-09 | $118,628 | $83,597 | $35,031 | $35,031 | |
| 2000. ALCON INC | 2020-05-14 | 2022-02-09 | $158,171 | $111,462 | $46,709 | $46,709 | |
| 878.64 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-02-15 | $879 | $889 | -$10 | -$10 | |
| 878.64 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-02-15 | $879 | $879 | $879 | ||
| 882.66 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-03-15 | $883 | $893 | -$10 | -$10 | |
| 882.66 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-03-15 | $883 | $883 | $883 | ||
| 100. SERVICENOW INC | 2019-04-04 | 2022-03-16 | $53,723 | $23,366 | $30,357 | $30,357 | |
| 200. SERVICENOW INC | 2019-04-04 | 2022-03-16 | $107,427 | $46,732 | $60,695 | $60,695 | |
| 150. ADOBE SYSTEMS INC | 2012-12-27 | 2022-04-14 | $63,462 | $4,358 | $59,104 | $59,104 | |
| 200. ADOBE SYSTEMS INC | 2012-12-27 | 2022-04-14 | $84,616 | $6,097 | $78,519 | $78,519 | |
| 150. NVIDIA CORP | 2021-04-09 | 2022-04-14 | $32,496 | $21,464 | $11,032 | $11,032 | |
| 200. NVIDIA CORP | 2021-04-09 | 2022-04-14 | $43,329 | $28,619 | $14,710 | $14,710 | |
| 886.71 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-04-15 | $887 | $896 | -$9 | -$9 | |
| 886.71 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-04-15 | $887 | $887 | $887 | ||
| 650. CERNER CORP | 2021-06-22 | 2022-05-10 | $60,983 | $51,467 | $9,516 | $9,516 | |
| 2000. CERNER CORP | 2012-12-27 | 2022-05-10 | $187,640 | $40,015 | $147,625 | $147,625 | |
| 3000. CERNER CORP | 2012-12-27 | 2022-05-10 | $281,459 | $60,023 | $221,436 | $221,436 | |
| 2000. ISHARES 1-5Y INV GRADE CORP | 2012-12-27 | 2022-05-12 | $102,002 | $104,470 | -$2,468 | -$2,468 | |
| 2000. ISHARES 1-5Y INV GRADE CORP | 2012-12-27 | 2022-05-12 | $102,002 | $104,470 | -$2,468 | -$2,468 | |
| 2000. VANGUARD TOTAL BOND MARKET | 2012-12-27 | 2022-05-12 | $152,398 | $165,925 | -$13,527 | -$13,527 | |
| 2000. VANGUARD TOTAL BOND MARKET | 2012-12-27 | 2022-05-12 | $152,398 | $165,925 | -$13,527 | -$13,527 | |
| 890.77 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-05-16 | $891 | $900 | -$9 | -$9 | |
| 890.77 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-05-16 | $891 | $891 | $891 | ||
| 894.85 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-06-15 | $895 | $903 | -$8 | -$8 | |
| 894.85 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-06-15 | $895 | $895 | $895 | ||
| 2500. ISHARES 1-3 YEAR TREASURY BO | 2019-01-03 | 2022-06-23 | $206,595 | $209,563 | -$2,968 | -$2,968 | |
| 898.96 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-07-15 | $899 | $907 | -$8 | -$8 | |
| 898.96 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-07-15 | $899 | $899 | $899 | ||
| 903.08 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-08-15 | $903 | $910 | -$7 | -$7 | |
| 903.08 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-08-15 | $903 | $903 | $903 | ||
| 5000. VANGUARD ULTRA SHORT BOND ET | 2021-05-14 | 2022-08-18 | $246,102 | $250,625 | -$4,523 | -$4,523 | |
| 5000. VANGUARD ULTRA SHORT BOND ET | 2021-05-14 | 2022-08-18 | $246,102 | $250,625 | -$4,523 | -$4,523 | |
| 907.21 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-09-15 | $907 | $914 | -$7 | -$7 | |
| 907.21 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-09-15 | $907 | $907 | $907 | ||
| 60. BOOKING HOLDINGS INC | 2016-09-22 | 2022-09-23 | $99,597 | $88,157 | $11,440 | $11,440 | |
| 100. BOOKING HOLDINGS INC | 2016-09-22 | 2022-09-23 | $165,995 | $146,928 | $19,067 | $19,067 | |
| 911.37 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-10-17 | $911 | $911 | $911 | ||
| 911.37 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-10-17 | $911 | $917 | -$6 | -$6 | |
| 800. AVALARA INC | 2022-02-15 | 2022-10-19 | $74,800 | $119,716 | -$44,916 | -$44,916 | |
| 900. AVALARA INC | 2022-02-15 | 2022-10-19 | $84,150 | $137,465 | -$53,315 | -$53,315 | |
| 915.55 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-11-15 | $916 | $1,080 | -$164 | -$164 | |
| 915.55 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-11-15 | $916 | $916 | $916 | ||
| 12500. VANGUARD ULTRA SHORT BOND ET | 2021-05-14 | 2022-12-01 | $610,957 | $626,359 | -$15,402 | -$15,402 | |
| 15000. VANGUARD ULTRA SHORT BOND ET | 2021-05-14 | 2022-12-01 | $733,149 | $751,604 | -$18,455 | -$18,455 | |
| 1000. ISHARES 1-3 YEAR TREASURY BO | 2019-01-03 | 2022-12-02 | $81,280 | $83,825 | -$2,545 | -$2,545 | |
| 3000. ISHARES 1-3 YEAR TREASURY BO | 2019-01-03 | 2022-12-02 | $243,849 | $251,475 | -$7,626 | -$7,626 | |
| 919.75 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2022-12-15 | $920 | $1,085 | -$165 | -$165 | |
| 919.75 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2022-12-15 | $920 | $920 | $920 | ||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $879,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,566 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,566 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,213 | OverpaymentAmt |
| Applied To ES Tax | $8,213 | 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 | Yes (true) | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | TRUSTEE | 20 | $53,501 |
| PAUL N DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| ELIZABETH SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| SUZANNE D BIRKANS CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| 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 | $20,529,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $584,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,114,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,114,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,797,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,039,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,039,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,353 | TotalTaxAmt |
| Distributable Before Adj | $1,026,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,026,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,026,540 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,320,562 | 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 | $1,320,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,026,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,543 | 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 | $1,320,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,543 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,026,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $227,479 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,479 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $227,479 | 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 | $227,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI FEEK - UMB N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF NO MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS- ATTACHMENTS TO BE DETERMINED UPON INITIAL TELEPHONE CALL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND ELEEMOSYNARY PURPOSES FOR THE BENEFIT OF THE PUBLIC | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 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 |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHER SISTER OF GR LOS ANGELES | ||||||||
| 11755 WILSHIRE BLVD SUITE 1670 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| THE INVISIBLE THEATER | ||||||||
| 1400 NORTH FIRST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 | |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | ||||||||
| 2545 E ADAMS STREET | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 | |
| SAAF | ||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| THE ORME SCHOOL | ||||||||
| HC 63 BOX 3040 | ORME | AZ | 86333 | NONE | PC | SUPPORT OF CHARITABLE | $38,500 | |
| HUMANE SOCIETY OF SOUTHERN ARIZONA | ||||||||
| 3450 N KELVIN BLVD | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| THE LOFT CINEMA | ||||||||
| 3233 E SPEEDWAY BLVD | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| TUCSON BOTANICAL GARDENS | ||||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| TUCSON MUSEUM OF ART | ||||||||
| 140 N MAIN AVENUE | TUCSON | AZ | 85705 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| ARIZONA THEATER COMPANY | ||||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| TIHAN | ||||||||
| 2660 N 1ST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| GAMMA MU FOUNDATION | ||||||||
| POB 23520 | FORT LAUDERDALE | FL | 333073529 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| STEP UP TO JUSTICE | ||||||||
| 320 N COMMERCE PARK LOOP 100 | TUCSON | AZ | 85745 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| THE TREVOR PROJECT | ||||||||
| POB 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | SUPPORT OF CHARITABLE | $20,250 | |
| ALZHEIMER GREATER LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD MS 29 | LOS ANGELES | CA | 90027 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| ALZHEIMER ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| BOYS & GIRLS CLUBS OF SANTA MONICA | ||||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| STUDENTS RUN LA | ||||||||
| 5252 CREBS AVENUE | TARZANA | CA | 91356 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| SAINT ANNE SCHOOL | ||||||||
| 2015 COLORADO AVENUE | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| UCLA UNICAMP | ||||||||
| 2131 JOHN WOODEN CENTER | LOS ANGELES | CA | 90095 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| ACHILLES INTERNATIONAL INC | ||||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| SAINT RAPHAEL CATHOLIC SCHOOL | ||||||||
| 924 WEST 70TH STREET | LOS ANGELES | CA | 90044 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF | ||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | LOS ANGELES |
| HARMONY PROJECT | ||||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| LACHSA FOUNDATION | ||||||||
| 369 E 1ST ST 3RD FLOOR STE 3 | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| THE SISTERS OF ST LOUIS | ||||||||
| 22300 MULHOLLAND DRIVE | WOODLAND HILLS | CA | 91364 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| PALISADES PRIDE | ||||||||
| 15332 ANTIOCH ST 13 | PACIFIC PALISADES | CA | 90272 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| THE MIDNIGHT MISSION | ||||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| STARLIGHT CHILDRENS FOUNDATION | ||||||||
| 400 CORPORATE POINT SUITE 590 | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| OVERTON PARK SHELL | ||||||||
| 1928 POPLAR AVENUE | MEMPHIS | TN | 38104 | NONE | PC | SUPPORT OF CHARITABLE | $4,375 | |
| NATIONAL OVARIAN CANCER COALITION | ||||||||
| 12221 MERIT DR SUITE 1950 | DALLAS | TX | 75251 | NONE | PC | SUPPORT OF CHARITABLE | $4,375 | |
| CU NEUROSURGERY - ALS BIOMARKER STUDY | ||||||||
| 1635 AURORA COURT 4TH FL | AURORA | CO | 80004 | NONE | PC | SUPPORT OF CHARITABLE | $35,250 | |
| ALS ASSOCIATION OF GEORGIA | ||||||||
| 5881 GLENRIDGE DR 200 | ATLANTA | GA | 30328 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| THE WOODSON CENTER | ||||||||
| 1625 K STREET NW SUITE 410 | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| GREATER KC COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORT OF CHARITABLE | $4,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HIGHWAY NUMBER 119 | ARLINGTON | VA | 22207 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 3225 SHALLOWFORD RD 130 | MARIETTA | GA | 30062 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| CROHN S AND COLITIS FOUNDATION | ||||||||
| 2751 BUFORD HIGHWAY SUITE 780 | ATLANTA | GA | 30324 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 | |
| NORTHWEST YMCA | ||||||||
| 1058 CLAUSSEN RD | AUGUSTA | GA | 30907 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| ST ANN CATHOLIC CHURCH | ||||||||
| 7241 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 | |
| JOHNSON FERRY BAPTIST CHURCH | ||||||||
| 955 JOHNSON FERRY ROAD | MARIETTA | GA | 30068 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| BISHOP MIEGE HIGH SCHOOL FOUNDATION | ||||||||
| 5041 REINHARDT DRIVE | SHAWNEE MISSION | KS | 66205 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| BLUFORD HEALTHCARE LEADERSHIP | ||||||||
| 7900 LEES SUMMIT ROAD | KANSAS CITY | MO | 64139 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | C/O JOHN W BLUFORD III |
| BOYS AND GIRLS CLUBS OF GREATER KANSAS | ||||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | CITY |
| CATHOLIC CHARITIES FOUNDATION | ||||||||
| 9720 WEST 87TH STREET | OVERLAND PARK | KS | 66212 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | OF NORTHEAST KANSAS |
| CHRIST EPISCOPAL CHURCH ASPEN | ||||||||
| 536 W NORTH STREET | ASPEN | CO | 81610 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| CONNECTIONS TO SUCCESS | ||||||||
| 3000 LITTLE HILLS EXPRESSWAY NO1 | ST CHARLES | MO | 63301 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CRISTO REY KANSAS CITY | ||||||||
| 211 LINWOOD BOULEVARD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 600290301 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| UNITED CHARITABLE FBO FAIR CHARITABLE | ||||||||
| 44921 GEORGE WASHINGTON | ASHBURN | VA | 20147 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | FUND |
| FAMILY PROMISE OF LAWRENCE | ||||||||
| 905 TENNESSEE STREET | LAWRENCE | KS | 66044 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| EPEC THE GROOMING PROJECT | ||||||||
| 5829 TROOST AVENUE SUITE B | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| HARVESTER'S | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| KANSAS POLICY INSTITUTE | ||||||||
| 205 N WATER | WICHITA | KS | 67202 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| KAUFFMAN CENTER FOR PERFORMING ARTS | ||||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| KC HEALTHY KIDS | ||||||||
| 650 MINNESOTA AVENUE | KANSAS CITY | KS | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| KANSAS CITY SCHOLARS | ||||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVENUE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BOULEVARD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| POLICE FOUNDATION OF KANSAS CITY | ||||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| ROARING FORK CONSERVANCY | ||||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| ST ANN SCHOOL | ||||||||
| 7231 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| TRUMAN MEDICAL CENTER CHARITABLE | ||||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | FOUNDATION |
| TMC BEHAVIORAL HEALTH SERVICES | ||||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| UNBOUND | ||||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| 408 CORNELL HALL | COLUMBIA | MO | 65211 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| VALUE UNCONDITIONAL | ||||||||
| 3701 NW 52ND TERRACE | KANSAS CITY | MO | 64151 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| VITAE FOUNDATION | ||||||||
| PO BOX 791 | JEFFERSON CITY | MO | 65109 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| YMCA | ||||||||
| 8205 W 108TH TERRACE SUITE 120 | OVERLAND PARK | KS | 66210 | NONE | PC | SUPPORT OF CHARITABLE | $6,000 | |
| COLORADO OUTDOOR EDUCATION CENTER | ||||||||
| PO BOX 167 | FLORISSANT | CO | 80816 | NONE | PC | SUPPORT OF CHARITABLE | $4,000 | |
| MOTE MARINE LABORATORY | ||||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| GREAT PLAINS SPCA | ||||||||
| 5424 ANTIOCH DRIVE | MERRIAM | KS | 66202 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| DUCHESNE CARITAS CLINIC | ||||||||
| 636 TAUROMEE | KANSAS CITY | KS | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| RONALD MCDONALD HOUSE OF KANSAS CITY | ||||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| NEWHOUSE | ||||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| ADIRONDACK HISTORICAL ASSOCIATION | ||||||||
| 9097 STATE ROUTE 30 PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| GREATER KC COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORT OF CHARITABLE | $200,000 | |
| TOGETHER RISING | ||||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| I AM ALS | ||||||||
| 1200 PENNSYLVANIA AVENUE NW 14135 | WASHINGTON | DC | 20044 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| HOSPICE AND PALLIATIVE CARE SERVICES | ||||||||
| 172 EAST KING ROAD | ITHACA | NY | 14850 | NONE | PC | SUPPORT OF CHARITABLE | $4,000 | OF TOMPKINS COUNTY INC |
| FRIENDS OF THE ITHACA YOUTH BUREAU | ||||||||
| PO BOX 4198 | ITHACA | NY | 14852 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| FAITHBRIDGE FOSTER CARE | ||||||||
| 2555 NORTHWINDS PKWY | ALPHARETTA | GA | 30009 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| UNIVERSITY OF DENVER - KNOEBEL INSTITUTE | ||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | OF HEALTHY AGING |
| CU DEPT OF NEUROSURGERY | ||||||||
| 12631 E 17TH AVE | AURORA | CO | 80045 | NONE | PC | SUPPORT OF CHARITABLE | $32,500 | |
| COLORADO PET PANTRY | ||||||||
| PO BOX 323 | BOULDER | CO | 80306 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| CHERRY CREEK SCHOOLS FOUNDATION | ||||||||
| 4700 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 80112 | NONE | PC | SUPPORT OF CHARITABLE | $6,000 | |
| ARAPAHOE LIBRARY FRIENDS FOUNDATION | ||||||||
| 12855 E ADAM AIRCRAFT CIR | ENGLEWOOD | CO | 80112 | NONE | PC | SUPPORT OF CHARITABLE | $750 | |
| ALS ASSOC OF GA | ||||||||
| 5881 GLENRIDGE DR 200 | ATLANTA | GA | 30328 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | |
| C5 GEORGIA | ||||||||
| 7 DUNWOODY PARK | ATLANTA | GA | 30338 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| NEMA FOUNDATION DBA AS PROVISION BRIDGE | ||||||||
| PO BOX 157 | TALLULAH FALLS | GA | 30573 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| YOUNGLIFE AFRICA | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| VERTEX PARTNERSHIP ACADEMIES INC | ||||||||
| 230 EAST 124TH STREET NUMBER 4C | NEW YORK | NY | 10035 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2101 SOUTH UNIVERSITY BOULEVARD | DENVER | CO | 80208 | NONE | PC | SUPPORT OF CHARITABLE | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,297,500 | 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 | $197,857 | 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 | $879,937 | 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 | $1,077,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,077,794 | 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 | $1,662 | Amt |
| Disbursements Charitable Prps | $1,662 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INT PAID-CARRYOVER | Desc |
| Amt | $7,867 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL INVESTMENT SERVICE | $85,290 | $85,290 | $0 |
| INSURANCE | $750 | $750 | $0 |
| MEMBERSHIP RENEWAL | $795 | $795 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $9,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |