HARRY J BARUCH CHARITABLE TRUST CTUW 98-98-221874001: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRY J BARUCH CHARITABLE TRUST CTUW 98-98-221874001 (EIN 44-6009799)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349104817
- Schema version
- 2024v5.1
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T20:01:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446009799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARUCH CHARITABLE TRUST 10101700 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARU | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $172,764 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,622 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $15,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,624 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,312 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,312 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | 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 |
| Tot Opr Expenses Rev And Expnss | $5,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,813 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,813 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,857 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $137,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,111 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $164,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $148,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $148,056 | CapitalStockBOYAmt |
| Capital Stock EOY | $141,968 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $148,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $141,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $148,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $148,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $141,985 | SubtotalAmt |
| Other Decreases | $17 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $141,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6.081 DODGE & COX INCOME-I | 2022-02-24 | 2024-01-29 | $76 | $82 | -$6 | -$6 | |
| 146. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2024-01-29 | $15,250 | $15,098 | $152 | $152 | |
| 13.806 PGIM HIGH YIELD-R6 | 2023-01-13 | 2024-01-29 | $65 | $65 | |||
| 2.144 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2024-03-13 | $56 | $42 | $14 | $14 | |
| 1.184 FIDELITY MID CAP INDX | 2023-11-08 | 2024-03-13 | $38 | $31 | $7 | $7 | |
| 4. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-03-13 | $652 | $520 | $132 | $132 | |
| 7.444 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-03-13 | $321 | $179 | $142 | $142 | |
| 1.463 VANGUARD INST INDEX-INST | 2019-06-13 | 2024-03-14 | $624 | $373 | $251 | $251 | |
| 52.498 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2024-03-27 | $1,389 | $1,022 | $367 | $367 | |
| 103.427 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2024-03-27 | $1,300 | $1,171 | $129 | $129 | |
| 114.887 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-03-28 | $5,000 | $2,766 | $2,234 | $2,234 | |
| 137.547 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2024-06-11 | $1,404 | $1,419 | -$15 | -$15 | |
| 48.616 DODGE & COX INCOME-I | 2024-03-13 | 2024-06-11 | $607 | $610 | -$3 | -$3 | |
| 3.532 FIDELITY MID CAP INDX | 2024-03-27 | 2024-06-11 | $111 | $114 | -$3 | -$3 | |
| 1.649 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-03-13 | 2024-06-11 | $20 | $21 | -$1 | -$1 | |
| 6. ISHARES INTERMEDIATE GOVERNM | 2024-03-13 | 2024-06-11 | $619 | $623 | -$4 | -$4 | |
| 6. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-06-11 | $1,012 | $779 | $233 | $233 | |
| 19.278 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2024-06-11 | $674 | $567 | $107 | $107 | |
| 1.944 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-06-11 | $85 | $47 | $38 | $38 | |
| 75.894 PGIM HIGH YIELD-R6 | 2024-03-13 | 2024-06-11 | $357 | $359 | -$2 | -$2 | |
| 11.726 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2024-06-11 | $353 | $374 | -$21 | -$21 | |
| 38.315 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2024-06-11 | $617 | $497 | $120 | $120 | |
| 7.526 VANGUARD INST INDEX-INST | 2019-06-04 | 2024-06-11 | $3,338 | $1,915 | $1,423 | $1,423 | |
| 1.003 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-06-11 | $105 | $104 | $1 | $1 | |
| 85.152 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-07-31 | $3,832 | $2,050 | $1,782 | $1,782 | |
| 40.202 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-19 | $1,436 | $1,065 | $371 | $371 | |
| 8.621 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-03-13 | 2024-11-19 | $106 | $110 | -$4 | -$4 | |
| 231.23 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2024-11-19 | $2,842 | $3,450 | -$608 | -$608 | |
| 2. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-11-19 | $360 | $260 | $100 | $100 | |
| 1.277 MFS INSTL INTL EQUITY FUND | 2024-03-13 | 2024-11-19 | $44 | $44 | |||
| 59.782 MFS INSTL INTL EQUITY FUND | 2023-06-14 | 2024-11-19 | $2,071 | $1,792 | $279 | $279 | |
| 1.763 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-11-19 | $85 | $42 | $43 | $43 | |
| 13.719 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2024-11-19 | $463 | $435 | $28 | $28 | |
| 126.72 VANGUARD DEV MKT INDX-ADM | 2023-06-14 | 2024-11-19 | $2,009 | $1,678 | $331 | $331 | |
| 1.942 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-11-19 | $231 | $201 | $30 | $30 | |
| 136.305 BAIRD INTERMEDIATE BOND-INST | 2024-11-19 | 2024-12-27 | $1,397 | $1,407 | -$10 | -$10 | |
| 23.06018 DODGE & COX INCOME-I | 2024-11-19 | 2024-12-27 | $285 | $290 | -$5 | -$5 | |
| 19.55582 DODGE & COX INCOME-I | 2024-11-19 | 2024-12-27 | $241 | $246 | -$5 | -$5 | |
| 4.792 FIDELITY MID CAP INDX | 2023-11-08 | 2024-12-27 | $163 | $127 | $36 | $36 | |
| 6. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2024-12-27 | $621 | $627 | -$6 | -$6 | |
| 5. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-12-27 | $893 | $649 | $244 | $244 | |
| 3.166 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2024-12-27 | $108 | $93 | $15 | $15 | |
| .767 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-12-27 | $36 | $18 | $18 | $18 | |
| 38.768 PGIM HIGH YIELD-R6 | 2024-11-19 | 2024-12-27 | $185 | $187 | -$2 | -$2 | |
| 40.718 PGIM HIGH YIELD-R6 | 2023-01-13 | 2024-12-27 | $194 | $191 | $3 | $3 | |
| 1.204 VANGUARD DEV MKT INDX-ADM | 2015-02-18 | 2024-12-27 | $19 | $15 | $4 | $4 | |
| 6.1 VANGUARD INST INDEX-INST | 2019-06-04 | 2024-12-27 | $3,007 | $1,552 | $1,455 | $1,455 | |
| 1.101 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-12-27 | $128 | $114 | $14 | $14 | |
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $52 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $147 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistributed Income PY3 | 2021 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,624 | 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 | $172,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,760 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $8,703 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,703 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,703 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,125 | 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 | $19,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,498 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $3,988 | 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 | $19,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,498 | AppliedToYear1Amt |
| Applied To Prior Years | $3,988 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,639 | 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 | $2,064 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mayo Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MAYO CLINIC 200 FIRST STREET SW | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT OF | GrantOrContributionPurposeTxt |
| Amt | $15,813 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,813 | 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 | $5,043 | 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 | $10,622 | 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 | $15,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,665 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Amt | $17 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,210 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $52 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $30 | $30 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $11 | $11 | $0 |