C & R SCHAUF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- C & R SCHAUF FOUNDATION (EIN 75-3047191)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-03
- IRS object ID
- 202341239349101954
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T17:09:03-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742842755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | RUSSELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67665 | 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 | 753047191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & R SCHAUF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | %UMB BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&RS | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | FEEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
| 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 | $2,322,293 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $737,337 | GrossSalesPriceAmt |
| Total Rev And Expnss | $31,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,289 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,145 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,144 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,421 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,363 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,363 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $324 | CashBOYAmt |
| Cash EOY | $494 | CashEOYAmt |
| Cash EOYFMV | $494 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,760 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $330,928 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $345,522 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $302,891 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $520,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $462,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $662,549 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $750,227 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $726,697 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $646,619 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $743,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $599,152 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $613,980 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,357,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,230,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,322,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,464,957 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,464,957 | CapitalStockEOYAmt |
| Retained Earning BOY | -$107,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$234,356 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,357,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,357,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,230,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,357,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,007 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,230,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | P | 2018-09-13 | 2022-01-13 | $900 | $487 | $413 | $413 |
| BLACKSTONE INC | P | 2022-06-10 | 2022-12-15 | $4,873 | $6,755 | -$1,882 | -$1,882 |
| FIVE BELOW | P | 2019-02-24 | 2022-01-13 | $8,324 | $5,494 | $2,830 | $2,830 |
| LAUDER ESTEE COMPANIES INC | P | 2021-02-11 | 2022-02-10 | $5,353 | $4,910 | $443 | $443 |
| NVIDIA CORP | P | 2020-05-14 | 2022-01-13 | $2,404 | $719 | $1,685 | $1,685 |
| SVB FINANCIAL GROUP | P | 2021-10-14 | 2022-08-11 | $4,546 | $6,827 | -$2,281 | -$2,281 |
| UNITEDHEALTH GROUP INC | P | 2018-07-11 | 2022-01-13 | $2,808 | $1,530 | $1,278 | $1,278 |
| ABBOTT LABORATORIES | P | 2018-09-13 | 2022-09-16 | $8,324 | $5,408 | $2,916 | $2,916 |
| CHEVRONTEXACO CORP | P | 2021-05-13 | 2022-01-13 | $1,268 | $1,069 | $199 | $199 |
| GENERAC HOLDS INC | P | 2022-08-11 | 2022-10-13 | $5,848 | $11,842 | -$5,994 | -$5,994 |
| LAUDER ESTEE COMPANIES INC | P | 2020-12-10 | 2022-02-10 | $7,243 | $5,679 | $1,564 | $1,564 |
| NVIDIA CORP | P | 2020-05-14 | 2022-08-11 | $8,247 | $5,976 | $2,271 | $2,271 |
| SALESFORCE INC | P | 2018-08-08 | 2022-01-13 | $1,142 | $727 | $415 | $415 |
| VANGUARD REAL EST INDX | P | 2021-06-02 | 2022-03-11 | $59,134 | $58,707 | $427 | $427 |
| ADOBE SYSTEMS INC | P | 2017-02-09 | 2022-01-13 | $1,025 | $233 | $792 | $792 |
| COSTCO WHOLESALE CORP | P | 2020-08-13 | 2022-01-13 | $1,037 | $673 | $364 | $364 |
| GENERAL MOTORS CO | P | 2021-12-09 | 2022-01-13 | $2,274 | $2,212 | $62 | $62 |
| NUANCE MID CAP VALUE | P | 2021-12-21 | 2022-11-01 | $11,625 | $12,550 | -$925 | -$925 |
| OREILLY AUTOMOTIVE | P | 2020-06-11 | 2022-01-13 | $2,065 | $1,232 | $833 | $833 |
| SALESFORCE INC | P | 2018-08-08 | 2022-12-15 | $6,644 | $6,113 | $531 | $531 |
| VANGUARD DEV MKT INDX | P | 2021-03-03 | 2022-12-23 | $45,972 | $48,885 | -$2,913 | -$2,913 |
| ADOBE SYSTEMS INC | P | 2017-02-09 | 2022-02-10 | $7,403 | $1,748 | $5,655 | $5,655 |
| CROWDSTRIKE HOLDINGS INC | P | 2021-06-10 | 2022-01-13 | $6,128 | $8,000 | -$1,872 | -$1,872 |
| GENERAL MOTORS CO | P | 2021-10-14 | 2022-06-10 | $9,699 | $16,193 | -$6,494 | -$6,494 |
| NUANCE MID CAP VALUE | P | 2021-03-03 | 2022-11-01 | $19,018 | $21,227 | -$2,209 | -$2,209 |
| PALO ALTO NETWORKS INC | P | 2021-09-17 | 2022-01-13 | $983 | $956 | $27 | $27 |
| SCHWAB CHARLES CORP | P | 2021-10-14 | 2022-01-13 | $1,759 | $1,483 | $276 | $276 |
| VISA INC CLASS A | P | 2016-10-19 | 2022-01-13 | $1,283 | $496 | $787 | $787 |
| ADVANCED MICRO DEVICES | P | 2022-02-10 | 2022-07-14 | $2,996 | $4,775 | -$1,779 | -$1,779 |
| DANAHER CORP | P | 2015-02-23 | 2022-01-13 | $1,743 | $393 | $1,350 | $1,350 |
| GOLDMAN SACHS GROUP INC | P | 2020-01-09 | 2022-01-13 | $7,039 | $4,365 | $2,674 | $2,674 |
| MARVELL TECHNOLOGY | P | 2022-03-10 | 2022-09-16 | $7,514 | $12,058 | -$4,544 | -$4,544 |
| PENN NATIONAL GAMING INC | P | 2021-10-14 | 2022-01-13 | $1,401 | $2,342 | -$941 | -$941 |
| SHERWIN-WILLIAMS CO | P | 2021-09-17 | 2022-04-14 | $7,611 | $8,841 | -$1,230 | -$1,230 |
| ZOETIS INC | P | 2022-01-13 | 2022-09-16 | $12,579 | $16,248 | -$3,669 | -$3,669 |
| ABLEMARBLE CORP | P | 2022-09-16 | 2022-12-15 | $8,415 | $10,032 | -$1,617 | -$1,617 |
| DEERE & CO | P | 2021-10-14 | 2022-01-13 | $1,128 | $986 | $142 | $142 |
| GOLDMAN SACHS GROUP INC | P | 2020-01-09 | 2022-04-14 | $8,362 | $6,305 | $2,057 | $2,057 |
| MASTERCARD INC | P | 2017-01-12 | 2022-01-13 | $1,853 | $544 | $1,309 | $1,309 |
| PENN NATIONAL GAMING INC | P | 2021-09-17 | 2022-03-10 | $8,833 | $15,073 | -$6,240 | -$6,240 |
| SOUTHWEST AIRLINES CO | P | 2020-12-10 | 2022-01-13 | $1,225 | $1,267 | -$42 | -$42 |
| ZSCALER INC | P | 2021-08-12 | 2022-01-13 | $745 | $728 | $17 | $17 |
| ALPHABET INC | P | 2021-10-14 | 2022-01-13 | $5,563 | $5,641 | -$78 | -$78 |
| DOCUSIGN INC | P | 2020-03-12 | 2022-01-13 | $5,006 | $2,514 | $2,492 | $2,492 |
| GOLDMAN SACHS GROUP INC | P | 2022-08-11 | 2022-10-13 | $4,919 | $5,642 | -$723 | -$723 |
| MASTERCARD INC | P | 2017-01-12 | 2022-04-14 | $6,823 | $2,066 | $4,757 | $4,757 |
| PIONEER NATURAL RESOURCES | P | 2020-12-10 | 2022-01-13 | $2,886 | $1,667 | $1,219 | $1,219 |
| SOUTHWEST AIRLINES CO | P | 2020-12-10 | 2022-08-11 | $6,850 | $8,259 | -$1,409 | -$1,409 |
| ZSCALER INC | P | 2021-08-12 | 2022-06-10 | $5,075 | $8,004 | -$2,929 | -$2,929 |
| ALPHABET INC | P | 2015-08-13 | 2022-11-10 | $11,670 | $12,792 | -$1,122 | -$1,122 |
| DRIEHAUS SMALL CAP GROW | P | 2022-12-14 | 2022-12-23 | $382 | $399 | -$17 | -$17 |
| GOLDMAN SACHS GROUP INC | P | 2020-01-09 | 2022-10-13 | $1,845 | $1,455 | $390 | $390 |
| MICROSOFT CORP | P | 2021-11-11 | 2022-01-13 | $3,983 | $4,321 | -$338 | -$338 |
| PIONEER NATURAL RESOURCES | P | 2021-02-11 | 2022-03-10 | $8,067 | $4,397 | $3,670 | $3,670 |
| BLACK INC | P | 2021-08-12 | 2022-01-13 | $6,306 | $12,130 | -$5,824 | -$5,824 |
| ACCENTURE PLC | P | 2018-09-13 | 2022-01-13 | $1,451 | $689 | $762 | $762 |
| AMAZON COM INC | P | 2016-06-08 | 2022-01-13 | $3,236 | $727 | $2,509 | $2,509 |
| DRIEHAUS SMALL CAP GROW | P | 2021-12-16 | 2022-12-23 | $18,999 | $25,363 | -$6,364 | -$6,364 |
| OAKMARK INTERNATIONAL | P | 2020-08-10 | 2022-11-01 | $74,284 | $79,765 | -$5,481 | -$5,481 |
| MORGAN STANLEY DEAN WITTER & CO | P | 2020-11-13 | 2022-01-13 | $1,740 | $968 | $772 | $772 |
| PIONEER NATURAL RESOURCES | P | 2020-12-10 | 2022-12-15 | $6,506 | $3,699 | $2,807 | $2,807 |
| STRYKER CORP | P | 2017-08-10 | 2022-01-13 | $1,061 | $576 | $485 | $485 |
| LINDE PLC | P | 2020-12-10 | 2022-01-13 | $1,001 | $754 | $247 | $247 |
| AMAZON COM INC | P | 2016-06-08 | 2022-11-10 | $5,779 | $2,181 | $3,598 | $3,598 |
| DUKE WEEKS REALTY CORP | P | 2019-08-15 | 2022-01-13 | $1,442 | $791 | $651 | $651 |
| HOME DEPOT INC | P | 2018-06-14 | 2022-01-13 | $1,160 | $599 | $561 | $561 |
| NETFLIX COM INC | P | 2021-09-17 | 2022-02-10 | $6,060 | $8,804 | -$2,744 | -$2,744 |
| QUALCOMM INC | P | 2018-10-04 | 2022-05-20 | $20,000 | $20,000 | ||
| STRYER CORP | P | 2017-08-10 | 2022-02-10 | $9,182 | $5,184 | $3,998 | $3,998 |
| LINDEE PLC | P | 2020-12-10 | 2022-10-13 | $7,330 | $6,538 | $792 | $792 |
| APPLE COMPUTER INC | P | 2021-12-09 | 2022-01-13 | $3,462 | $3,503 | -$41 | -$41 |
| DUKE WEEKS REALTY CORP | P | 2019-08-15 | 2022-06-10 | $14,054 | $9,223 | $4,831 | $4,831 |
| INTUIT INC | P | 2019-01-10 | 2022-01-13 | $1,112 | $410 | $702 | $702 |
| NEXTERA ENERGY INC | P | 2016-02-11 | 2022-01-13 | $678 | $224 | $454 | $454 |
| QUANTA SERVICES | P | 2021-11-11 | 2022-01-13 | $1,277 | $1,403 | -$126 | -$126 |
| TELSA INC | P | 2021-04-15 | 2022-01-13 | $2,059 | $1,469 | $590 | $590 |
| BGF INTERNATIONAL ALPHA | P | 2021-03-03 | 2022-11-01 | $56,476 | $83,456 | -$26,980 | -$26,980 |
| EDWARDS LIFESCIENCES CORP | P | 2020-10-15 | 2022-01-13 | $712 | $513 | $199 | $199 |
| JP MORGAN CHASE | P | 2016-10-26 | 2022-01-13 | $1,513 | $623 | $890 | $890 |
| NIKE INC CLASS B | P | 2018-08-08 | 2022-01-13 | $1,035 | $565 | $470 | $470 |
| ROCKWELL INTERNATIONAL CORP | P | 2020-06-11 | 2022-01-13 | $988 | $622 | $366 | $366 |
| TEXAS INSTRUMENTS INC | P | 2019-09-13 | 2022-01-13 | $8,883 | $6,144 | $2,739 | $2,739 |
| BGF INTERNATIONAL ALPHA | P | 2021-12-29 | 2022-11-01 | $3,940 | $6,081 | -$2,141 | -$2,141 |
| EDWARDS LIFESCIENCES CORP | P | 2020-05-14 | 2022-09-16 | $10,813 | $8,926 | $1,887 | $1,887 |
| KKR & CO | P | 2021-12-09 | 2022-01-13 | $690 | $759 | -$69 | -$69 |
| NIKE INC CLASS B | P | 2018-08-08 | 2022-03-10 | $9,075 | $5,813 | $3,262 | $3,262 |
| ROCKWELL INTERNATIONAL CORP | P | 2020-06-10 | 2022-03-10 | $8,363 | $6,631 | $1,732 | $1,732 |
| THERMO ELECTRON CORP | P | 2015-03-12 | 2022-01-13 | $1,193 | $257 | $936 | $936 |
| BLACKSTONE INC | P | 2021-08-12 | 2022-01-13 | $828 | $797 | $31 | $31 |
| META PLATFORMS INC | P | 2022-06-10 | 2022-11-10 | $5,151 | $8,112 | -$2,961 | -$2,961 |
| KKR & CO | P | 2021-12-09 | 2022-06-10 | $5,737 | $8,502 | -$2,765 | -$2,765 |
| NUCOR CORP | P | 2021-08-12 | 2022-01-13 | $1,342 | $1,508 | -$166 | -$166 |
| SVB FINANCIAL GROUP | P | 2021-10-14 | 2022-01-13 | $1,407 | $1,365 | $42 | $42 |
| UNION PACIFIC | P | 2019-07-11 | 2022-01-13 | $7,921 | $5,484 | $2,437 | $2,437 |
| BLACKSTONE INC | P | 2021-08-12 | 2022-12-15 | $5,415 | $7,819 | -$2,404 | -$2,404 |
| SEAFARER VOERSEARS GROWTH | P | 2021-03-03 | 2022-12-23 | $13,395 | $17,320 | -$3,925 | -$3,925 |
| LAUDER ESTEE COMPANEIS INC | P | 2020-12-10 | 2022-01-13 | $1,990 | $1,481 | $509 | $509 |
| NUCOR CORP | P | 2021-08-12 | 2022-07-14 | $6,405 | $7,412 | -$1,007 | -$1,007 |
| SVB FINANCIAL GROUP | P | 2021-06-10 | 2022-08-11 | $6,365 | $7,970 | -$1,605 | -$1,605 |
| UNITED RENTALS INC | P | 2020-01-01 | 2022-01-13 | $1,011 | $568 | $443 | $443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,636 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$59,141 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $376 | SubtotalAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,324 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,324 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,948 | OverpaymentAmt |
| Applied To ES Tax | $376 | AppliedToESTaxAmt |
| Refund | $2,572 | 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 | KS | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA GUDENKAUF | ||||||||
| PO BOX 631 | RUSSELL | KS | 67665 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| UMB BANK | ||||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CORPORATE TR | 5.00 | $30,289 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,410,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,527,875 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,527,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,489,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $376 | TotalTaxAmt |
| Distributable Before Adj | $124,122 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $124,122 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $124,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,407 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,363 | UndistributedIncomePYAmt |
| Qualifying Distributions | $138,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,363 | AppliedToYear1Amt |
| Applied To Current Year | $17,044 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $107,078 | UndistributedIncomeCYAmt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTON CO COMMUNITY COLLEGE | ||||||
| 245 NE 30 RD | GREAT BEND | KS | 67530 | PC | SCHOLARSHIPS | $40,454 |
| FORT HAYS STATE UNIVERSITY | ||||||
| 600 PARK STREET | HAYS | KS | 67601 | PC | SCHOLARSHIPS | $40,455 |
| KANSAS WESLEYAN UNIVERSITY | ||||||
| 100 E CLAFLIN AVENUE SUIT | SALINA | KS | 67401 | PC | SCHOLARSHIPS | $40,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,363 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,602 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$15,636 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,966 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,966 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME USED TO PROVIDE GRANTS |
| 4 | INCOME USED TO PROVIDE GRANTS |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $64,728 | $51,608 |
| METWEST UNCONSTAINED BOND FUND CLASS | $30,986 | $26,585 |
| RIVERPARK STRATEGIC INCOME | $34,017 | $33,529 |
| ISHARES CORE US AGGREGATE | $50,060 | $44,227 |
| ISHARES IBOXX INVESTEMENT GRADE CO | $50,031 | $43,543 |
| FIXED INCOME SECURITIES CORPORATE BO | $427,108 | $384,706 |
| ISHARES MBS ETF | $69,767 | $62,421 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $462,976 | EOYBookValueAmt |
| EOYFMV | $662,549 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $345,522 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $302,891 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAILLIE GIFFORD INTL ALPA | AT COST | ||
| CHAMPLAIN MID CAP I | AT COST | $79,844 | $80,778 |
| DEVELOPED MARKETS INDEX FUND | AT COST | $112,019 | $125,746 |
| DRIEHAUS SMALL CAP GROWTH FUND | AT COST | ||
| NUANCE MID CAP VALUE | AT COST | $79,682 | $83,559 |
| OAKMARK INTERNATIONAL FUND INS | AT COST | ||
| SEAFARER OVERSEAS GROWTH & INCOME FD | AT COST | $92,975 | $78,885 |
| TRIBUTARY SMALL CO INSTITUTIONAL | AT COST | $63,804 | $58,536 |
| VANGUARD INSTITUTIONAL INDEX | AT COST | $9,013 | $13,531 |
| VANGUARD REAL ESTATE INDEX FUND | AT COST | ||
| VANGUARD SMALL CAP INDEX | AT COST | $28,434 | $28,421 |
| MFS INSTITUTIONAL TRUST | AT COST | $133,381 | $144,524 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $1,899 | $1,899 |
| ESTIMATED TAX | $2,493 | $2,493 |
| FOREIGN TAXES | $1,029 | $1,029 |