PRIME HEALTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PRIME HEALTH FOUNDATION (EIN 43-1057862)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202341309349102554
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:30:39-05:00 | 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 | 431057862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME HEALTH FOUNDATION 10026400 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIN CHANG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2023-05-09 | 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 | 2023-05-09 | 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 | $3,927,322 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $74,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,127,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,113 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $91,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $97,803 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,902 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,902 | 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 | $9,232 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,308 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,924 | 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 | $12,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,178 | 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 | $3,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,390 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $123,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $344,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$253,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $193,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,178 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,629,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,462,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,821,144 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,822,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,568,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,927,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,822,908 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,568,528 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,822,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,568,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,822,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,568,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,822,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$253,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $761 | OtherIncreasesAmt |
| Subtotal | $3,570,051 | SubtotalAmt |
| Other Decreases | $1,523 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,568,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 69. CROWDSTRIKE HOLDINGS INC - A | 2021-06-10 | 2022-01-13 | $12,081 | $15,771 | -$3,690 | -$3,690 | |
| 76. DOCUSIGN INC | 2020-03-12 | 2022-01-13 | $10,012 | $5,029 | $4,983 | $4,983 | |
| 94. FIVE BELOW | 2020-06-11 | 2022-01-13 | $16,647 | $11,037 | $5,610 | $5,610 | |
| 28. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-01-13 | $10,949 | $6,790 | $4,159 | $4,159 | |
| 90. BLOCK INC | 2021-08-12 | 2022-01-13 | $12,313 | $24,259 | -$11,946 | -$11,946 | |
| 95. TEXAS INSTRUMENTS INC | 2019-10-10 | 2022-01-13 | $17,582 | $12,180 | $5,402 | $5,402 | |
| 56. UNION PACIFIC CORP | 2019-07-11 | 2022-01-13 | $13,862 | $9,597 | $4,265 | $4,265 | |
| 166.59 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-01-18 | $167 | $167 | |||
| 102.7 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-01-18 | $103 | $103 | |||
| .02 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2022-01-18 | |||||
| 827.206 PRINCIPAL MIDCAP FUND-R6 | 2012-08-31 | 2022-01-28 | $30,102 | $12,564 | $17,538 | $17,538 | |
| 34. ADOBE SYSTEMS INC | 2017-02-09 | 2022-02-10 | $16,780 | $3,961 | $12,819 | $12,819 | |
| 34. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2022-02-10 | $10,707 | $9,821 | $886 | $886 | |
| 58. LAUDER ESTEE COMPANIES INC CLASS A | 2020-12-10 | 2022-02-10 | $18,264 | $14,321 | $3,943 | $3,943 | |
| 30. NETFLIX COM INC | 2021-09-17 | 2022-02-10 | $12,121 | $17,609 | -$5,488 | -$5,488 | |
| 80. STRYKER CORP | 2017-08-10 | 2022-02-10 | $20,403 | $11,521 | $8,882 | $8,882 | |
| 101.49 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-02-15 | $101 | $102 | -$1 | -$1 | |
| 100.86 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-02-15 | $101 | $101 | |||
| .01 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2022-02-15 | |||||
| 159. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $20,041 | $12,837 | $7,204 | $7,204 | |
| 463. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $20,346 | $34,758 | -$14,412 | -$14,412 | |
| 80. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $18,981 | $10,345 | $8,636 | $8,636 | |
| 70. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $18,295 | $14,506 | $3,789 | $3,789 | |
| 259.99 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-03-15 | $260 | $260 | |||
| 99.04 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-03-15 | $99 | $99 | |||
| 54. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-04-14 | $17,367 | $13,094 | $4,273 | $4,273 | |
| 42. MASTERCARD INC - A | 2017-01-12 | 2022-04-14 | $15,082 | $4,567 | $10,515 | $10,515 | |
| 60. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $15,222 | $17,683 | -$2,461 | -$2,461 | |
| 168.1 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-04-15 | $168 | $168 | |||
| 97.25 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-04-15 | $97 | $97 | |||
| .03 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2022-04-15 | |||||
| 136.38 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-05-16 | $136 | $136 | |||
| 95.5 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-05-16 | $96 | $96 | |||
| 35000. QUALCOMM INC 3% 20 MAY 2022 | 2018-10-04 | 2022-05-20 | $35,000 | $35,000 | |||
| 629. DUKE WEEKS REALTY CORP | 2020-07-09 | 2022-06-10 | $31,459 | $20,714 | $10,745 | $10,745 | |
| 623. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $21,893 | $36,631 | -$14,738 | -$14,738 | |
| 234. KKR & CO INC | 2021-12-09 | 2022-06-10 | $11,985 | $17,763 | -$5,778 | -$5,778 | |
| 72. ZSCALER INC | 2021-08-12 | 2022-06-10 | $11,072 | $17,463 | -$6,391 | -$6,391 | |
| 8322. BGF INTERNATIONAL ALPHA-INST | 2020-08-25 | 2022-06-13 | $88,962 | $126,078 | -$37,116 | -$37,116 | |
| 4993.129 OAKMARK INTERNATIONAL-INST | 2015-11-25 | 2022-06-13 | $114,942 | $126,779 | -$11,837 | -$11,837 | |
| 91.38 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-06-15 | $91 | $91 | |||
| 93.77 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-06-15 | $94 | $94 | |||
| 78. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $6,150 | $9,802 | -$3,652 | -$3,652 | |
| 123. NUCOR CORP | 2021-08-12 | 2022-07-14 | $13,353 | $15,452 | -$2,099 | -$2,099 | |
| 75.58 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-07-15 | $76 | $76 | |||
| 92.08 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-07-15 | $92 | $92 | |||
| 97. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $17,390 | $12,640 | $4,750 | $4,750 | |
| 24. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $10,911 | $16,384 | -$5,473 | -$5,473 | |
| 28. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $12,730 | $15,940 | -$3,210 | -$3,210 | |
| 408. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $15,880 | $19,147 | -$3,267 | -$3,267 | |
| 84. FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-08-15 | $84 | $84 | |||
| 79.51 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-08-15 | $80 | $80 | |||
| 1036.933 AMER CENT MID CAP VAL-I | 2013-09-27 | 2022-08-25 | $17,265 | $16,187 | $1,078 | $1,078 | |
| 747.907 PRINCIPAL MIDCAP FUND-R6 | 2012-08-31 | 2022-08-25 | $26,012 | $11,359 | $14,653 | $14,653 | |
| 103.432 VANGUARD INST INDEX-INST | 2021-08-17 | 2022-08-25 | $36,870 | $40,253 | -$3,383 | -$3,383 | |
| 77.49 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-09-15 | $77 | $78 | -$1 | -$1 | |
| 99.24 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-09-15 | $99 | $99 | |||
| 175. ABBOTT LABORATORIES | 2018-09-13 | 2022-09-16 | $18,208 | $10,405 | $7,803 | $7,803 | |
| 245. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $22,839 | $18,965 | $3,874 | $3,874 | |
| 367. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $16,919 | $27,200 | -$10,281 | -$10,281 | |
| 173. ZOETIS INC | 2022-02-10 | 2022-09-16 | $27,201 | $35,054 | -$7,853 | -$7,853 | |
| 88. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $12,866 | $26,043 | -$13,177 | -$13,177 | |
| 37. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $11,376 | $13,048 | -$1,672 | -$1,672 | |
| 11. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $3,382 | $2,667 | $715 | $715 | |
| 58. LINDE PLC/OLD | 2020-12-10 | 2022-10-13 | $16,352 | $14,584 | $1,768 | $1,768 | |
| 84.55 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-10-17 | $85 | $85 | |||
| 87.57 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-10-17 | $88 | $88 | |||
| 272. ALPHABET INC | 2021-10-14 | 2022-11-10 | $25,598 | $35,558 | -$9,960 | -$9,960 | |
| 128. AMAZON COM INC | 2016-05-12 | 2022-11-10 | $12,328 | $4,605 | $7,723 | $7,723 | |
| 103. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $11,535 | $18,163 | -$6,628 | -$6,628 | |
| 69.9 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-11-15 | $70 | $70 | |||
| 83.87 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-11-15 | $84 | $84 | |||
| 25000. US TREASURY N/B 2% 15 AUG 2025 | 2020-12-16 | 2022-12-02 | $23,684 | $25,833 | -$2,149 | -$2,149 | |
| 78. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $18,754 | $22,356 | -$3,602 | -$3,602 | |
| 137. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $10,598 | $14,689 | -$4,091 | -$4,091 | |
| 154. BLACKSTONE INC | 2021-08-12 | 2022-12-15 | $11,913 | $17,202 | -$5,289 | -$5,289 | |
| 147.31 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-12-15 | $147 | $148 | -$1 | -$1 | |
| 59.8 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2022-12-15 | $60 | $60 | |||
| 65. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-12-15 | $14,581 | $8,098 | $6,483 | $6,483 | |
| 112. SALESFORCE INC | 2018-08-08 | 2022-12-15 | $14,592 | $13,518 | $1,074 | $1,074 | |
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,189 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,804 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,303 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,303 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $37,803 |
| EDNA RINDNER | ||||||
| 2915 W 93RD TERRACE | LEAWOOD | KS | 66206 | CO-TRUSTEE | 1 | $60,000 |
| 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 | $4,158,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,242,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,242,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,178,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $501 | TotalTaxAmt |
| Distributable Before Adj | $208,433 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,433 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,433 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,826 | 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 | $277,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $133,540 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $497,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,393 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $566,835 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $133,540 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $433,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,983 | ExcessFromYear4Amt |
| Excess From Year3 | $100,574 | ExcessFromYear3Amt |
| Excess From Year2 | $43,231 | ExcessFromYear2Amt |
| Excess From Year1 | $93,114 | ExcessFromYear1Amt |
| Excess From Current Year | $69,393 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EL CENTRO INC | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| CASS COMMUNITY HEALTH FOUNDATION | ||||||||
| 2316 E MEYER BLVD | KANSAS CITY | MO | 64132 | NONE | PC | HEALTH PROGRAM/EVENT | $5,000 | |
| ADHOC GROUP AGAINST CRIME | ||||||||
| 3116 PROSPECT AVE | KANSAS CITY | MO | 64128 | NONE | PC | HEALTH PROGRAM/EVENT | $15,000 | |
| MATTIE RHODES CENTER | ||||||||
| 1740 JEFFERSON ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| ARTS TECH | ||||||||
| 1522 HOLMES ST | KANSAS CITY | MO | 641081536 | NONE | PC | HEALTH PROGRAM/EVENT | $15,000 | |
| RESTART INC | ||||||||
| 918 2 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| AFTER THE HARVEST | ||||||||
| 6320 BROOKSIDE PLAZA STE 504 | KANSAS CITY | MO | 64113 | NONE | PC | HEALTH PROGRAM/EVENT | $5,000 | |
| YMCA OF GREATER KANSAS CITY | ||||||||
| 3100 BROADWAY STREET SUITE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | HEALTH PROGRAM/EVENT | $5,000 | |
| UNITED INNER CITY SERVICES | ||||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | HEALTH PROGRAM/EVENT | $8,000 | |
| AMETHYST PLACE | ||||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| REDISCOVER | ||||||||
| 6801 E 117TH ST | KANSAS CITY | MO | 64134 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| HOPE NETWORK OF RAYTOWN | ||||||||
| 10500 EAST MO HIGHWAY 350 | RAYTOWN | MO | 64138 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| ROSEDALE DEVELOPMENT ASSOCIATION | ||||||||
| 1403 SOUTHWEST BLVD | KANSAS CITY | KS | 66103 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| GIVING THE BASICS | ||||||||
| 927 S 7TH ST | KANSAS CITY | KS | 66105 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| LEVEL UP KIDS | ||||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| KC FREE EYE CLINIC | ||||||||
| 705 VIRGINIA AVE | KANSAS CITY | MO | 64106 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| HARRIS PARK MIDTOWN SPORTS ACTIVITY | ||||||||
| PO BOX 32901 | KANSAS CITY | MO | 64171 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | CENTER |
| TRUE LIGHT FAMILY RESOURCE CENTER | ||||||||
| 712 E 31ST ST | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| HEARTLAND OUTREACH PROVIDERS | ||||||||
| 1215 NW STATE ROUTE 7 | BLUE SPRINGS | MO | 64014 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| URBAN SCHOLASTIC CENTER | ||||||||
| 2900 MINNESOTA AVE | KANSAS CITY | MO | 66102 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| YOUTH GUIDANCE | ||||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| RIVER OF REFUGE | ||||||||
| 5155 RAYTOWN RD | KANSAS CITY | MO | 64133 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| BOYS AND GIRLS CLUB OF KC | ||||||||
| 4001 BLUE PARKWAY | KANSAS CITY | MO | 64130 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| HEALTH OUTREACH FOUNDATION | ||||||||
| PO BOX 481021 | KANSAS CITY | MO | 64148 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| KC SHEPHERD'S CENTER | ||||||||
| 1111 W 39TH STREET STE 200 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| FIRST CALL | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| URBAN RANGER CORPS | ||||||||
| 5908 SWOPE PARKWAY | KANSAS CITY | MO | 64127 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 2020 W 89TH ST | LEAWOOD | KS | 66206 | NONE | PC | SUPPORT OF CHARITABLE | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,200 | 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 | $74,116 | 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 | $17,113 | 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 | $91,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,229 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $9,232 | LegalFeesAmt |
| Net Investment Income | $2,308 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,924 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUND OF FEES | $1,200 |
| ACCRUED INTEREST PAID - C/O | $323 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $3,386 | $3,386 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $4 | $4 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $755 |
| ROUNDING | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $5,440 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,804 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,017 | $1,017 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $161 | $161 | $0 |