E KEMPER CARTER AND ANNA CURRY CARTER COMMUNITY MEMORIAL TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- E KEMPER CARTER AND ANNA CURRY CARTER COMMUNITY MEMORIAL TRUST (EIN 43-6483356)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-08
- IRS object ID
- 202302209349100885
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-08T16:00:16-05:00 | 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 | 436483356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E KEMPER CARTER & ANNA CURRY CARTER COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CART | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-06-19 | 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 | 2023-06-19 | 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 | $17,984,400 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $334,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $944,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,041,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $944,970 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $21,554 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,163 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,301,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,351,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,148 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,574 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,574 | 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 | $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 | $6,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,349 | 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 | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $140 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $146,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $681,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $619,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,278,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $393,336 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,159,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,159,764 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,651,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,583,481 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,824,636 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,044,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,743,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,984,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,044,501 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,743,245 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,044,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,743,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,044,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,743,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,044,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $619,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,256 | OtherIncreasesAmt |
| Subtotal | $8,743,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,743,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 630. MICROSOFT CORP | 2000-04-04 | 2022-01-07 | $198,055 | $27,740 | $170,315 | $170,315 | |
| 1500. NEXTERA ENERGY INC | 2011-03-18 | 2022-01-07 | $129,137 | $19,800 | $109,337 | $109,337 | |
| 100000. BANK OF AMERICA CORP 3.124% 20 JAN 2023 | 2018-04-30 | 2022-01-20 | $100,000 | $99,693 | $307 | $307 | |
| 17000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2018-01-22 | 2022-03-08 | $17,000 | $17,000 | |||
| 195. OCCIDENTAL PETROLEUM-CW27 | 2020-07-03 | 2022-03-17 | $7,045 | $1,102 | $5,943 | $5,943 | |
| .4935 WARNER BROS DISCOVERY INC | 2013-03-19 | 2022-04-25 | $10 | $18 | -$8 | -$8 | |
| 6120. CERNER CORP | 2004-11-05 | 2022-06-10 | $581,400 | $35,562 | $545,838 | $545,838 | |
| .7 WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2013-09-12 | 2022-06-14 | $16 | $15 | $1 | $1 | |
| 718. WARNER BROS DISCOVERY INC | 2018-08-15 | 2022-07-13 | $10,063 | $22,107 | -$12,044 | -$12,044 | |
| 180. WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2013-09-12 | 2022-07-13 | $3,660 | $3,871 | -$211 | -$211 | |
| 415. MEDTRONIC PLC | 2015-01-27 | 2022-08-25 | $37,995 | $31,709 | $6,286 | $6,286 | |
| 2445. MANDIANT INC | 2021-07-28 | 2022-09-12 | $56,235 | $49,249 | $6,986 | $6,986 | |
| 2970. AT&T INC | 2018-08-15 | 2022-09-22 | $48,232 | $70,632 | -$22,400 | -$22,400 | |
| 500. MICROSOFT CORP | 2002-06-27 | 2022-09-22 | $120,273 | $17,252 | $103,021 | $103,021 | |
| 1500. NORTHERN TRUST CORP | 2012-06-01 | 2022-09-22 | $134,051 | $62,987 | $71,064 | $71,064 | |
| 1800. SOUTHWEST AIRLINES CO | 2018-04-30 | 2022-09-22 | $59,446 | $95,411 | -$35,965 | -$35,965 | |
| 2000. COMCAST CORP-CLASS A | 2019-10-09 | 2022-11-03 | $60,899 | $88,882 | -$27,983 | -$27,983 | |
| 1539. WEYERHAEUSER CO | 2010-07-20 | 2022-11-03 | $45,378 | $38,342 | $7,036 | $7,036 | |
| 715. ELECTRONIC ARTS INC | 2020-12-18 | 2022-11-10 | $92,220 | $101,773 | -$9,553 | -$9,553 | |
| 900. FORTINET INC | 2021-07-28 | 2022-11-10 | $48,200 | $49,159 | -$959 | -$959 | |
| 1105. SCHLUMBERGER LTD | 1994-11-17 | 2022-11-10 | $58,103 | $14,447 | $43,656 | $43,656 | |
| 210. ZSCALER INC | 2021-07-28 | 2022-11-10 | $27,369 | $49,915 | -$22,546 | -$22,546 | |
| 200000. VISA INC 2.8% 14 DEC 2022 | 2019-03-25 | 2022-12-14 | $200,000 | $200,000 | |||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,156 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $944,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,773 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,276 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,498 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,774 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $139,148 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,860,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $603,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,463,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,463,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,186,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $909,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $909,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,773 | TotalTaxAmt |
| Distributable Before Adj | $891,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $891,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $891,544 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,874 | 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 | $605,874 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $891,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $507,584 | 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 | $605,874 | QualifyingDistributionsAmt |
| Applied To Year1 | $507,584 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,290 | 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 | $793,254 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | 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 |
|---|---|---|---|---|---|---|---|---|
| JACKSON COUNTY CASA | ||||||||
| 2544 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | A SPACE TO THRIVE | $20,000 | |
| SLEEPYHEAD BEDS | ||||||||
| 5604 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | BEDS FOR KC KIDS | $10,000 | |
| ST MICHAEL'S VETERANS CENTER | ||||||||
| 3818 CHELSEA DR | KANSAS CITY | MO | 64128 | NONE | PC | SERVICES TO VETERANS | $50,000 | ATTN SUSAN ENGEL |
| PHOENIX FAMILY HOUSING | ||||||||
| 3908 WASHINGTON ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRIENDS OF HISTORIC BOONVILLE | ||||||||
| 614 E MORGAN ST | BOONVILLE | MO | 65233 | NONE | PC | MISSOURI RIVER FESTIVAL OF | $500 | |
| CHOSEN AND DEARLY LOVED FOUNDATION | ||||||||
| 16301 NE 8TH ST SUITE 201 | BELLEVUE | WA | 98008 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| ENGLEWOOD ARTS | ||||||||
| 100901 E WINNER RD | INDEPENDENCE | MO | 64052 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| AVILA UNIVERSITY | ||||||||
| 11901 WORNALL RD | KANSAS CITY | MO | 64145 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| LAZARUS MINISTRIES OF GRAND AVE | ||||||||
| PO BOX 22450 | KANSAS CITY | MO | 64113 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| WOMEN'S EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| LYRIK'S INSTITUTION | ||||||||
| PO BOX 11671 | KANSAS CITY | MO | 64138 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| KIDS TLC | ||||||||
| 480 S ROGERS RD | OLATHE | KS | 66062 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| CATHOLIC CHARITIES OF KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| RESTART | ||||||||
| 918 EAST 9TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| UNIVERSITY ACADEMY FOUNDATION | ||||||||
| 8080 WARD PARKWAY 201 | KANSAS CITY | MO | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| KANBE'S MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| FIRE FOUNDATION | ||||||||
| 20 W 9TH ST | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 64126 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| PETE'S GARDEN | ||||||||
| 6215 SUMMIT ST | KANSAS CITY | MO | 64113 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| MESNER PUPPET THEATER | ||||||||
| 300 E 39TH ST SUITE LL2D | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| BOYS & GIRLS CLUBS OF GREATER KC | ||||||||
| 4001 DR MARTIN LUTHER KING BLVD 10 | KANSAS CITY | MO | 64130 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| THE RESEARCH FOUNDATION | ||||||||
| 2316 E MEYER BLVD | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | ||||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $12,500 | |
| OVERLAND PARK HISTORICAL SOCIETY | ||||||||
| 7319 W 79TH ST | OVERLAND PARK | KS | 66204 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| ALLIANCE FOR CHOICE IN EDUCATION | ||||||||
| 5251 DTC PARKWAY | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| LYRIC OPERA OF KANSAS CITY | ||||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| RIVER OF REFUGE | ||||||||
| 5155 RAYTOWN ROAD | KANSAS CITY | MO | 64133 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| WARRIORS ASCENT | ||||||||
| 1600 GENESSEE ST 306 | KANSAS CITY | MO | 64102 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,572 | 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 | $944,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 1 | $1,903 |
| PARTNERSHIP INCOME | 1 | $19,651 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,301,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,301,096 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPOSITORY FEE | $25 | $25 | $0 |
| ADR FEES | $115 | $115 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX REFUND | $1,903 | $0 |
| PARTNERSHIP INCOME | $19,651 | $5,163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENTS OF COST BASIS | $78,112 |
| MARKET DISCOUNT ADJUSTMENT | $1,144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,349 | $3,349 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,671 | $0 | $0 |