LIDA L MOFFETT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIDA L MOFFETT FOUNDATION (EIN 86-2974441)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202311289349104251
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T18:00:27-05:00 | 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 | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8165848183 | PhoneNum |
| Signature | 2023-05-08 | 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 | 2023-05-08 | 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 | $21,782,654 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,676,422 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $435,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,364,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,620 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $17,354,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,339 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,670 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,670 | 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 Rev And Expnss | $1,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $288 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $863 | 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 | $7,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,362 | 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 | $1,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,874 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $121,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,333 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,208,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $620,188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,990,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,990,362 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $225,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,922,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,792,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $288,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,912,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,782,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $288,364 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,912,569 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $288,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,912,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,912,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $288,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,208,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $434,322 | OtherIncreasesAmt |
| Subtotal | $17,930,811 | SubtotalAmt |
| Other Decreases | $18,242 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,912,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1000. TEXAS INSTRUMENTS INC | 2006-12-14 | 2022-01-13 | $185,632 | $29,940 | $155,692 | $155,692 | |
| 587. UNION PACIFIC CORP | 1919-01-01 | 2022-01-13 | $145,304 | $203 | $145,101 | $145,101 | |
| 42. LINDE PLC/OLD | 2017-12-13 | 2022-03-17 | $12,953 | $6,865 | $6,088 | $6,088 | |
| 1251.988 T ROWE PR T/F HI YLD-INV | 2021-11-23 | 2022-04-22 | $14,273 | $14,636 | -$363 | -$363 | |
| 50000. NW MO ST UNI 20 DEC 2012 2.5% 01 JUN 2023 | 2021-01-19 | 2022-06-01 | $50,000 | $50,000 | |||
| 8000. CERNER CORP | 2021-01-19 | 2022-06-10 | $760,000 | $635,144 | $124,856 | $124,856 | |
| .5468 WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2021-01-19 | 2022-06-14 | $12 | $12 | |||
| 250. ZIMVIE INC | 2021-01-19 | 2022-06-27 | $4,237 | $9,252 | -$5,015 | -$5,015 | |
| 4576.719 AMER CENT HIGH INCOME-Y | 2021-11-23 | 2022-09-23 | $36,476 | $43,250 | -$6,774 | -$6,774 | |
| 334. ENERGIZER HOLDINGS INC | 2021-01-19 | 2022-09-23 | $8,838 | $16,199 | -$7,361 | -$7,361 | |
| 13508.097 FIDELITY ADV INTERM MUNI-Z | 2021-11-23 | 2022-09-23 | $131,704 | $137,500 | -$5,796 | -$5,796 | |
| 1366. FOUR CORNERS PROPERTY TRUST | 2021-01-19 | 2022-09-23 | $35,323 | $37,625 | -$2,302 | -$2,302 | |
| 465. GENERAC HOLDINGS INC | 2022-01-14 | 2022-09-23 | $80,262 | $145,107 | -$64,845 | -$64,845 | |
| 13021.096 HRDNG LVNR INTL EQTY-INST | 2021-11-23 | 2022-09-23 | $272,532 | $213,937 | $58,595 | $58,595 | |
| 3922. MARVELL TECHNOLOGY INC | 2022-01-13 | 2022-09-23 | $166,656 | $314,433 | -$147,777 | -$147,777 | |
| 2192.983 NUVEEN ALL AMERICAN MUNI-I | 2021-11-23 | 2022-09-23 | $21,754 | $25,000 | -$3,246 | -$3,246 | |
| 6500. SCHWAB US REIT ETF | 2020-05-14 | 2022-09-23 | $125,497 | $100,092 | $25,405 | $25,405 | |
| 1865. WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2021-01-19 | 2022-09-23 | $36,460 | $42,516 | -$6,056 | -$6,056 | |
| 26164. ISHARES 1-5Y INV GRADE CORP | 2022-09-22 | 2022-10-19 | $1,275,816 | $1,299,697 | -$23,881 | -$23,881 | |
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P | |||||
| CAPITAL GAIN DIVIDENDS | $299 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,381 | 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 | $109,339 | 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 | $16,689,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,467,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,157,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,157,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $287,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,870,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $943,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $943,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,621 | TotalTaxAmt |
| Distributable Before Adj | $934,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $934,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $934,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,333 | 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 | $81,333 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $934,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $940 | 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 | $81,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $940 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,393 | 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 | $854,502 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF GREATER KANSAS CITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD SUITE 1020 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT OF CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $435,085 | 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 | $242,620 | 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 | $677,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $677,705 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (67 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 1 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $235,491 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 2 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $92,308 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 3 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $35,653 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 4 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $109,863 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 5 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $181,820 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 6 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $107,087 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 7 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $50,187 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 8 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $128,506 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 9 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $260,851 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 10 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $531,118 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 11 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $417,150 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 12 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $344,674 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 13 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $285,889 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 14 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $226,998 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 15 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $1,400,352 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 16 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $306,450 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 17 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $180,726 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 18 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $198,428 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 19 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $608,244 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 20 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $354,939 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 21 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $979,280 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 22 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $325,103 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 23 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $11,206 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 24 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $246,360 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 25 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $1,816,595 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 26 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $640,684 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 27 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $55,437 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 28 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $182,265 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 29 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $221,000 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 30 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $697,612 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 31 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $937,830 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 32 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $122,700 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 33 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $2,668,373 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 34 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $620,900 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 35 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $26,696 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 36 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $25,962 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 37 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $95,160 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 38 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $348,713 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 39 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $33,327 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 40 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $26,323 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 41 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $147,659 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 42 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $94,378 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 43 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $59,980 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 44 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $154,710 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 45 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $174,432 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 46 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $93,348 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 47 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $43,730 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 48 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $108,077 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 49 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $40,396 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 50 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $31,496 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 51 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $54,797 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 52 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $47,449 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 53 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $38,600 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 54 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $38,007 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 55 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $214,081 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 56 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $151,200 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 57 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $86,568 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 58 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $52,070 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 59 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $185,896 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 60 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $127,934 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 61 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $133,420 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 62 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $58,692 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 63 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $50,808 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 64 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $70,830 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 65 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $67,223 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 66 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $36,596 | Yes (X) | |
| SCTUA LIDA L MOFFETT INTERIM TRUST | |||||||
| 67 | PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 641416692 | $750,560 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (66 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 11,216.057 SHS PIONEER IIS INTERVAL FUND | $92,308 | 2022-01-14 |
| 3 | 1,366 SHS OF FOUR CORNERS PROPERTY TRUST INC | $35,653 | 2022-02-23 |
| 4 | 900 SHS OF INTERNATIONAL BUSINESS MACHINES CORP | $109,863 | 2022-02-23 |
| 5 | 2000 SHS OF EMERSON ELECTRIC CO | $181,820 | 2022-02-23 |
| 6 | 3,440 SHS OF BP PLC | $107,087 | 2022-02-23 |
| 7 | 50,000 SHS OF NORTHWEST MISSOURI ST UNIV REF-HSG SYS | $50,187 | 2022-02-23 |
| 8 | 1,387 SHS OF GENERAL ELECTRIC CO | $128,506 | 2022-02-23 |
| 9 | 3,840 SHS OF BRISTOL-MYERS SQUIBB CO | $260,851 | 2022-02-23 |
| 10 | 7,344 SHS OF NEXTERA ENERGY INC | $531,118 | 2022-02-23 |
| 11 | 3,000 SHS OF DARDEN RESTAURANTS INC | $417,150 | 2022-02-23 |
| 12 | 13,131 SHS OF OLD REPUBLIC INTERNATIONAL CORP | $344,674 | 2022-02-23 |
| 13 | 4,260 SHS OF GENERAL MILLS INC | $285,889 | 2022-02-23 |
| 14 | 1,408 SHS OF JOHNSON & JOHNSON | $226,998 | 2022-02-23 |
| 15 | 9,600 SHS OF WALT DISNEY CO | $1,400,352 | 2022-02-23 |
| 16 | 2,500 SHS OF ZIMMER BIOMET HOLDINGS INC | $306,450 | 2022-02-23 |
| 17 | 1,400 SHS OF QUEST DIAGNOSTICS INC | $180,726 | 2022-02-23 |
| 18 | 1,275 SHS OF STANLEY BLACK & DECKER INC | $198,428 | 2022-02-23 |
| 19 | 3,900 SHS OF PROCTER & GAMBLE CO | $608,244 | 2022-02-23 |
| 20 | 5,162 SHS OF BHP GROUP LTD | $354,939 | 2022-02-23 |
| 21 | 4,000 SHS OF UNION PACIFIC CORP | $979,280 | 2022-02-23 |
| 22 | 7,260 SHS OF BANK OF AMERICA CORP | $325,103 | 2022-02-23 |
| 23 | 334 SHS OF ENERGIZER HOLDINGS INC | $11,206 | 2022-02-23 |
| 24 | 4,000 SHS OF AFLAC INC | $246,360 | 2022-02-23 |
| 25 | 32,067 SHS OF US BANCORP | $1,816,596 | 2022-02-23 |
| 26 | 4,965 SHS OF NESTLE SA | $640,684 | 2022-02-23 |
| 27 | 1,395 SHS OF SCHLUMBERGER NV | $55,437 | 2022-02-23 |
| 28 | 5,622 SHS OF FRESENIUS MEDICAL CARE AG & CO | $182,265 | 2022-02-23 |
| 29 | 1,000 SHS OF AMGEN INC | $221,000 | 2022-02-23 |
| 30 | 7,014 SHS OF UMB FINANCIAL CORP | $697,612 | 2022-02-23 |
| 31 | 5,024 SHS OF CATERPILLAR INC | $937,830 | 2022-02-23 |
| 32 | 2,000 SHS OF GILEAD SCIENCES INC | $122,700 | 2022-02-23 |
| 33 | 2,668,373.71 SHS OF FIDELITY GOVERNMENT PORTFOLIO | $2,668,374 | 2022-02-23 |
| 34 | 1 SHS OF 1/2 INTEREST IN 1014 ACRES COLDWATER, KS 67029 | $620,900 | 2022-02-23 |
| 35 | 120 SHS OF MCDONALD'S CORP | $26,696 | 2022-03-10 |
| 36 | 25,000 SHS OF KEARNEY MO 16 AUG 2018 | $25,962 | 2022-03-10 |
| 37 | 300 SHS OF HOME DEPOT INC | $95,160 | 2022-03-10 |
| 38 | 2,140 SHS OF APPLE INC | $348,713 | 2022-03-10 |
| 39 | 420 SHS OF PHILLIPS 66 | $33,327 | 2022-03-10 |
| 40 | 25,000 SHS OF SMITHVILLE MO COPS REF & IMPT 23 | $26,323 | 2022-03-10 |
| 41 | 450 SHS OF MASTERCARD INC | $147,659 | 2022-03-10 |
| 42 | 960 SHS OF MCCORMICK & CO INC | $94,378 | 2022-03-10 |
| 43 | 350 SHS OF TRAVELERS COS INC | $59,980 | 2022-03-10 |
| 44 | 500 SHS OF ACCRENTURE PLC | $154,710 | 2022-03-10 |
| 45 | 3\,200 SHS OF US BANCORP | $174,432 | 2022-03-10 |
| 46 | 1,200 SHS OF MERCK & CO INC | $93,348 | 2022-03-10 |
| 47 | 265 SHS OF ECOLAB INC | $43,730 | 2022-03-10 |
| 48 | 1,624 SHS OF MARVELL TECHNOLOGY INC | $108,077 | 2022-03-10 |
| 49 | 390 SHS OF MEDTRONIC PLC | $40,396 | 2022-03-10 |
| 50 | 210 SHS OF WASTE MANAGEMENT INC | $31,496 | 2022-03-10 |
| 51 | 265 SHS OF UNITED PARCEL SERVICE INC | $54,797 | 2022-03-10 |
| 52 | 205 SHS OF AMGEN INC | $47,449 | 2022-03-10 |
| 53 | 190 SHS OF SALESFORCE.COM INC | $38,600 | 2022-03-10 |
| 54 | 205 SHS OF HONEYWELL INTERNATIONAL INC | $38,007 | 2022-03-10 |
| 55 | 8,356 SHS OF OLD REPUBLIC INTERNATIONAL CORP | $214,081 | 2022-03-10 |
| 56 | 1,000 SHS OF DEVER CORP | $151,200 | 2022-03-10 |
| 57 | 145 SHS OF BROADCOM INC | $86,568 | 2022-03-10 |
| 58 | 350 SHS OF PROCTER & GAMBLE CO | $52,070 | 2022-03-10 |
| 59 | 400 SHS OF INTUIT INC | $185,896 | 2022-03-10 |
| 60 | 298 SHS OF ISHARES CORE S&P 500 ETF | $127,934 | 2022-03-10 |
| 61 | 50 SHS OF ALPHABET INC | $133,420 | 2022-03-10 |
| 62 | 670 SHS OF STARBUCKS CORP | $58,692 | 2022-03-10 |
| 63 | 300 SHS OF JOHNSON & JOHNSON | $50,808 | 2022-03-10 |
| 64 | 450 SHS OF PEPSI CO INC | $70,830 | 2022-03-10 |
| 65 | 265 SHS OF UNION PACIFIC CORP | $67,223 | 2022-03-10 |
| 66 | 125 SHS OF LINDE PLC | $36,596 | 2022-03-10 |
| 67 | 8,000 SHS OF CERNER CORP | $750,560 | 2022-05-03 |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $900 | $225 | $675 |
| LEGAL FEES - INCOME (ALLOCABLE | $250 | $63 | $188 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE ACTION ADJUSTMENT | $260 |
| ACCRUED INTEREST PAID | $17,894 |
| RETURN OF CAPITAL ADJUSTMENT | $88 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $930 | $930 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $487 | $487 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $457 | $457 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $434,322 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,207 | $6,207 | $0 |
| REAL ESTATE TAX ON NON-RENTAL | $1,155 | $1,155 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $237 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $240 | $0 | $0 |