PETER M & BARBARA A MACDONALD CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PETER M & BARBARA A MACDONALD CHARITABLE TRUST (EIN 48-6329128)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349104089
- 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
- 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 | 486329128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCTUA PETER M & BARBARA A MACDONALD CHARITABL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | 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 | $1,466,567 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,918 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,459 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,459 | 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 | $1,346 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,346 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $509 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,057 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,661,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,546,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,430,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,749,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,582,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,466,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,749,556 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,582,172 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,749,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,582,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,749,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,582,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,749,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,663,668 | SubtotalAmt |
| Other Decreases | $81,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,582,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 83. VERIZON COMMUNICATIONS | 2022-03-10 | 2022-03-17 | $4,355 | $4,429 | -$74 | -$74 | |
| .5774 WARNER BROS DISCOVERY INC | 2022-03-08 | 2022-04-25 | $12 | $13 | -$1 | -$1 | |
| 958. ISHARES 1-5Y INV GRADE CORP | 2022-03-09 | 2022-04-29 | $48,789 | $50,110 | -$1,321 | -$1,321 | |
| 4824.018 VANGUARD S/T BND INDX-ADM | 2022-03-09 | 2022-04-29 | $48,723 | $50,023 | -$1,300 | -$1,300 | |
| 58. CITIGROUP INC | 2022-03-15 | 2022-06-14 | $2,659 | $3,206 | -$547 | -$547 | |
| 245. FORD MOTOR CO | 2022-03-30 | 2022-06-14 | $2,981 | $4,234 | -$1,253 | -$1,253 | |
| 12. ROCKWELL INTERNATIONAL CORP | 2022-03-04 | 2022-06-14 | $2,397 | $3,214 | -$817 | -$817 | |
| 101. TRUIST FINANCIAL CORP | 2022-03-10 | 2022-06-14 | $4,650 | $5,873 | -$1,223 | -$1,223 | |
| 42. WARNER BROS DISCOVERY INC | 2022-03-08 | 2022-06-14 | $586 | $956 | -$370 | -$370 | |
| 10. AMAZON COM INC | 2022-03-17 | 2022-08-09 | $1,378 | $1,552 | -$174 | -$174 | |
| 95. CONOCOPHILLIPS | 2022-03-15 | 2022-08-09 | $9,066 | $9,196 | -$130 | -$130 | |
| 97. DUKE WEEKS REALTY CORP | 2022-03-10 | 2022-08-09 | $6,078 | $5,261 | $817 | $817 | |
| 51. MOSAIC CO/THE | 2022-06-14 | 2022-08-09 | $2,747 | $2,680 | $67 | $67 | |
| 384. VANGUARD TOTAL BOND MARKET | 2022-02-25 | 2022-08-09 | $29,256 | $31,217 | -$1,961 | -$1,961 | |
| 401. AT&T INC | 2022-06-14 | 2022-09-20 | $6,626 | $7,455 | -$829 | -$829 | |
| 21. META PLATFORMS INC-CLASS A | 2022-06-14 | 2022-09-20 | $3,071 | $3,436 | -$365 | -$365 | |
| 150. HP INC | 2022-08-09 | 2022-09-20 | $3,966 | $4,875 | -$909 | -$909 | |
| 76. WALGREENS BOOTS ALLIANCE INC | 2022-03-10 | 2022-09-20 | $2,583 | $3,625 | -$1,042 | -$1,042 | |
| 197. VANGUARD TOTAL BOND MARKET | 2022-02-25 | 2022-10-11 | $13,909 | $16,015 | -$2,106 | -$2,106 | |
| 14. AMERICAN TOWER CORP | 2022-03-10 | 2022-10-19 | $2,673 | $3,249 | -$576 | -$576 | |
| 39. BLACKSTONE INC | 2022-03-15 | 2022-12-08 | $3,083 | $4,213 | -$1,130 | -$1,130 | |
| 24. SALESFORCE INC | 2022-08-09 | 2022-12-08 | $3,118 | $4,770 | -$1,652 | -$1,652 | |
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P | |||||
| CAPITAL GAIN DIVIDENDS | $113 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,016 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,625 | OverpaymentAmt |
| Applied To ES Tax | $196 | AppliedToESTaxAmt |
| Refund | $8,429 | 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 | false | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND AVE | KANSAS CITY | MO | 64106 | TRUSTEE | 1 | $8,918 |
| HEATHER MACDONALD SMITH | ||||||
| PO BOX 1365 | SALINA | KS | 674021365 | TRUSTEE | 0 | $0 |
| JANET MACDONALD MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KANSAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| BOYD E SMITH | ||||||
| PO BOX 1365 | SALINA | KS | 674021365 | TRUSTEE | 0 | $0 |
| PHILLIP A MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KASNAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| GRAHAM M SMITH | ||||||
| 431 GUILLEMONT ST | FT COLLINS | CO | 805263610 | TRUSTEE | 0 | $0 |
| ANDREW MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KANSAS CITY | MO | 64112 | TRUSTEE | 0 | $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 | $1,131,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,369,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,369,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,349,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $391 | TotalTaxAmt |
| Distributable Before Adj | $67,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,005 | 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 | $80,005 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,197 | 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 | $80,005 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,197 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,808 | 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 | $61,263 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN SCHMIDTBERGER SENIOR VP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH MAIN | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6202595010 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS STATING BRIEFLY THE PURPOSE FOR WHICH THE GRANT IS TO BE USED SHOULD BE SUBMITTED IN WRITING AND BE ACCOMPANIED BY A COPY OF THE APPLICANT'S EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS ALPHARETTA | |||||||
| 184 MAYFIELD CIRCLE | ALPHARETTA | GA | 30009 | NONE | PC | UNRESTRICTED | $500 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 318 E 55TH ST | KANSAS CITY | MO | 64113 | NONE | PC | UNRESTRICTED | $15,000 |
| FIRST PRESBYTERIAN CHURCH HUTCHINSON | |||||||
| PO BOX 248 | HUTCHINSON | KS | 675040248 | NONE | PC | UNRESTRICTED | $5,000 |
| HUTCHINSON ART ASSOCIATION INC | |||||||
| 405 N WASHINGTON ST | HUTCHINSON | KS | 675014852 | NONE | PC | UNRESTRICTED | $500 |
| BOYS & GIRLS CLUB OF HUTCHINSON | |||||||
| PO BOX 1967 | HUTCHINSON | KS | 675041967 | NONE | PC | UNRESTRICTED | $500 |
| TECH | |||||||
| 10 E 1ST AVE | HUTCHINSON | KS | 675017101 | NONE | PC | UNRESTRICTED | $1,000 |
| CANCER COUNCIL OF RENO COUNTY INC | |||||||
| PO BOX 633 | HUTCHINSON | KS | 675040633 | NONE | PC | UNRESTRICTED | $1,000 |
| RENO COUNTY FOOD BANK | |||||||
| 700 N WALNUT ST | HUTCHINSON | KS | 675016288 | NONE | PC | UNRESTRICTED | $1,000 |
| KU ENDOWMENT | |||||||
| PO BOX 928 | LAWRENCE | KS | 660450928 | NONE | PC | UNRESTRICTED | $10,000 |
| SALINA ART CENTER | |||||||
| 242 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $3,500 |
| THE LAND INSTITUTE | |||||||
| 2440 E WATER WELL RD | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $1,000 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 159 S 4TH ST | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $2,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | UNRESTRICTED | $3,000 |
| RONALD MCDONALD HOUSE | |||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | PC | UNRESTRICTED | $4,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | UNRESTRICTED | $1,000 |
| MIMI'S PANTRY KC | |||||||
| 2255 NW VIVION ROAD | RIVERSIDE | MO | 64105 | NONE | PC | UNRESTRICTED | $2,500 |
| MOUNT PISGAH CHRISTIAN SCHOOL | |||||||
| 9875 NESBIT FERRY RD | JOHNS CREEK | GA | 30022 | NONE | PC | UNRESTRICTED | $1,500 |
| NORTH FULTON COMMUNITY CHARITIES | |||||||
| 11270 ELKINS ROAD | ROSWELL | GA | 30076 | NONE | PC | UNRESTRICTED | $1,500 |
| ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION | |||||||
| ONE MARGARET MITCHELL SQUARE | ATALANTA | GA | 30303 | NONE | PC | UNRESTRICTED | $500 |
| LONG VIEW RANCH | |||||||
| 190 BLEDSOE HOLLOW LN | MOSHEIM | TN | 37818 | NONE | PC | UNRESTRICTED | $1,000 |
| BIG BROTHERS BIG SISTERES OF SOUTHWEST | |||||||
| 1099 MAIN AVE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $1,000 |
| ST COLUMBIA SCHOOL | |||||||
| 1801 E THIRD AVENUE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $2,000 |
| DURANGO EARLY LEARNING CENTER INC | |||||||
| 890 EAST THRID AVENUE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $500 |
| DURANGO ART CENTER | |||||||
| 802 EAST 2ND AVE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $500 |
| 4 THE CHILDREN | |||||||
| 1625 N CHAPEL HILL ST | WICHITA | KS | 67206 | NONE | PC | UNRESTRICTED | $500 |
| ARC OF SOUTHWEST COLORADO | |||||||
| 1199 MAIN AVE | DURANGO | CO | 81301 | NONE | PC | UNRESTRICTED | $500 |
| UMKC FOUNDATION - KCUR | |||||||
| 4825 TROOST AVE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PC | UNRESTRICTED | $7,500 |
| SALINA REGIONAL HEALTH CENTER | |||||||
| 511 S SANTA FE AVENUE | SALINA | KS | 67401 | NONE | PC | UNRESTRICTED | $1,500 |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVENUE | KANSAS CITY | MO | 64109 | NONE | PC | UNRESTRICTED | $3,000 |
| KANSAS GOLF FOUNDATIONS | |||||||
| PO BOX 667 | OLATHE | KS | 66051 | NONE | PC | UNRESTRICTED | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,200 | 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 | $33,180 | 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 | -$16,783 | 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 | $16,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,397 | 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 | $1,346 | Amt |
| Disbursements Charitable Prps | $1,346 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $20 |
| COST BASIS ADJUSTMENT | $81,405 |
| RETURN OF CAPITAL ADJUSTMENT | $69 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $8,294 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $9,016 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $380 | $380 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $129 | $129 | $0 |