KATHRYN L HYDE CHARITABLE TR 10-20-89: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN L HYDE CHARITABLE TR 10-20-89 (EIN 43-6364915)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-10-06
- IRS object ID
- 202312799349101001
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T15:00:24-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | 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 | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436364915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE L HYDE CHARITABLE TRUST 10015300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | 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 | 2023-10-06 | 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 | 2023-10-06 | 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,705,905 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,133,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $27,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,280 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,386 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,689 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,345 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,345 | 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 | $7,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,694 | 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 | $28,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,954 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $78,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,262 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,744,933 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,622,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,445,736 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $78,347 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,347 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $199,907 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,940,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,761,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,705,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,940,672 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,761,214 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,940,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,761,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,940,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,761,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,940,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,763,339 | SubtotalAmt |
| Other Decreases | $2,125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,761,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (118 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 116. DUKE WEEKS REALTY CORP | 2022-05-10 | 2022-06-10 | $5,802 | $5,721 | $81 | $81 | |
| 595. DUKE WEEKS REALTY CORP | 2019-08-15 | 2022-06-10 | $29,758 | $19,529 | $10,229 | $10,229 | |
| 782. GENERAL MOTORS CO | 2022-05-10 | 2022-06-10 | $27,481 | $41,917 | -$14,436 | -$14,436 | |
| 337. KKR & CO INC | 2022-01-13 | 2022-06-10 | $17,261 | $24,003 | -$6,742 | -$6,742 | |
| 80. ZSCALER INC | 2021-09-16 | 2022-06-10 | $12,302 | $21,946 | -$9,644 | -$9,644 | |
| 25000. WASTE MANAGEMENT INC 2.9% 15 SEP 2022 | 2016-12-07 | 2022-06-15 | $25,000 | $25,000 | |||
| 99. ADVANCED MICRO DEVICES INC | 2022-03-28 | 2022-07-14 | $7,806 | $11,769 | -$3,963 | -$3,963 | |
| 139. NUCOR CORP | 2021-09-09 | 2022-07-14 | $15,090 | $15,677 | -$587 | -$587 | |
| 21. NVIDIA CORP | 2021-10-06 | 2022-08-11 | $3,765 | $4,313 | -$548 | -$548 | |
| 85. NVIDIA CORP | 2020-09-18 | 2022-08-11 | $15,239 | $8,704 | $6,535 | $6,535 | |
| 65. SVB FINANCIAL GROUP | 2021-10-19 | 2022-08-11 | $29,551 | $42,101 | -$12,550 | -$12,550 | |
| 500. SOUTHWEST AIRLINES CO | 2020-12-15 | 2022-08-11 | $19,461 | $23,157 | -$3,696 | -$3,696 | |
| 218. ABBOTT LABORATORIES | 2018-01-25 | 2022-09-16 | $22,682 | $13,786 | $8,896 | $8,896 | |
| 45. EDWARDS LIFESCIENCES CORP | 2022-05-10 | 2022-09-16 | $4,195 | $4,259 | -$64 | -$64 | |
| 259. EDWARDS LIFESCIENCES CORP | 2020-11-09 | 2022-09-16 | $24,144 | $19,336 | $4,808 | $4,808 | |
| 455. MARVELL TECHNOLOGY INC | 2022-03-28 | 2022-09-16 | $20,975 | $35,265 | -$14,290 | -$14,290 | |
| 217. ZOETIS INC | 2022-05-10 | 2022-09-16 | $34,120 | $40,749 | -$6,629 | -$6,629 | |
| 110. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $16,083 | $32,502 | -$16,419 | -$16,419 | |
| 43. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $13,221 | $15,164 | -$1,943 | -$1,943 | |
| 15. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $4,612 | $3,637 | $975 | $975 | |
| 10. LINDE PLC/OLD | 2022-05-10 | 2022-10-13 | $2,819 | $2,994 | -$175 | -$175 | |
| 63. LINDE PLC/OLD | 2018-05-04 | 2022-10-13 | $17,762 | $10,297 | $7,465 | $7,465 | |
| 80. ALPHABET INC | 2022-05-10 | 2022-11-10 | $7,529 | $9,144 | -$1,615 | -$1,615 | |
| 269. ALPHABET INC | 2014-05-28 | 2022-11-10 | $25,316 | $7,688 | $17,628 | $17,628 | |
| 24. AMAZON COM INC | 2022-10-13 | 2022-11-10 | $2,311 | $2,707 | -$396 | -$396 | |
| 163. AMAZON COM INC | 2016-01-28 | 2022-11-10 | $15,699 | $4,983 | $10,716 | $10,716 | |
| 127. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $14,222 | $22,395 | -$8,173 | -$8,173 | |
| 97. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $23,322 | $27,802 | -$4,480 | -$4,480 | |
| 359. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $27,771 | $40,988 | -$13,217 | -$13,217 | |
| 75. PIONEER NATURAL RESOURCES CO | 2021-01-15 | 2022-12-15 | $16,825 | $8,889 | $7,936 | $7,936 | |
| 140. SALESFORCE INC | 2019-01-08 | 2022-12-15 | $18,240 | $20,466 | -$2,226 | -$2,226 | |
| 62. ENPHASE ENERGY INC | 2022-03-28 | 2023-01-13 | $15,199 | $12,057 | $3,142 | $3,142 | |
| 1423. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $18,046 | $18,212 | -$166 | -$166 | |
| 140. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $9,096 | $9,319 | -$223 | -$223 | |
| 25000. GOLDMAN SACHS GROUP INC 3.625% 22 JAN 2023 | 2016-12-07 | 2023-01-23 | $25,000 | $25,000 | |||
| 25000. MORGAN STANLEY 3.125% 23 JAN 2023 | 2020-07-23 | 2023-01-23 | $25,000 | $25,000 | |||
| 25000. JPMORGAN CHASE & CO 3.2% 25 JAN 2023 | 2016-07-06 | 2023-01-25 | $25,000 | $25,000 | |||
| 13. DOLLAR GENERAL CORP | 2022-11-10 | 2023-01-30 | $3,027 | $3,296 | -$269 | -$269 | |
| 114. ENPHASE ENERGY INC | 2022-05-10 | 2023-01-30 | $24,210 | $19,528 | $4,682 | $4,682 | |
| 4. O'REILLY AUTOMOTIVE INC | 2012-08-21 | 2023-01-30 | $3,162 | $343 | $2,819 | $2,819 | |
| 41. ELEVANCE HEALTH INC | 2022-05-10 | 2023-02-09 | $19,924 | $20,037 | -$113 | -$113 | |
| 343. BIOMARIN PHARMACEUTICAL INC | 2023-02-09 | 2023-03-09 | $31,866 | $38,342 | -$6,476 | -$6,476 | |
| 74. DOLLAR GENERAL CORP | 2022-11-10 | 2023-03-09 | $16,119 | $18,763 | -$2,644 | -$2,644 | |
| 56. LULULEMON ATHLETICA INC | 2022-12-15 | 2023-03-09 | $16,873 | $18,346 | -$1,473 | -$1,473 | |
| 113. PIONEER NATURAL RESOURCES CO | 2020-12-15 | 2023-03-09 | $22,855 | $13,178 | $9,677 | $9,677 | |
| 25000. SALESFORCE INC 3.25% 11 APR 2023 | 2020-07-23 | 2023-04-11 | $25,000 | $25,000 | |||
| 172. CORTEVA INC | 2022-03-17 | 2023-04-13 | $10,772 | $9,578 | $1,194 | $1,194 | |
| 330. DEVON ENERGY CORP | 2022-09-16 | 2023-04-13 | $18,220 | $21,995 | -$3,775 | -$3,775 | |
| 345. PRINCIPAL FINANCIAL GROUP | 2022-10-13 | 2023-04-13 | $25,878 | $27,152 | -$1,274 | -$1,274 | |
| 88. UNION PACIFIC CORP | 2016-12-16 | 2023-04-13 | $17,401 | $9,120 | $8,281 | $8,281 | |
| 92. UNITED RENTALS INC | 2019-01-16 | 2023-04-13 | $34,232 | $10,873 | $23,359 | $23,359 | |
| 32. ISHARES TR S&P MIDCAP 400 INDEX FUND | 2014-08-12 | 2023-05-02 | $7,822 | $4,420 | $3,402 | $3,402 | |
| 5482.022 NUANCE MID CAP VALUE-INST | 2019-03-19 | 2023-05-02 | $68,964 | $67,977 | $987 | $987 | |
| 40000. APPLE INC 2.4% 03 MAY 2023 | 2021-04-29 | 2023-05-03 | $40,000 | $40,000 | |||
| 344. CVS CORPORATION | 2022-09-16 | 2023-05-11 | $23,703 | $35,146 | -$11,443 | -$11,443 | |
| 185. CORTEVA INC | 2022-09-16 | 2023-05-11 | $10,481 | $11,377 | -$896 | -$896 | |
| 403. CORTEVA INC | 2022-05-10 | 2023-05-11 | $22,831 | $22,262 | $569 | $569 | |
| 52. DEERE & CO | 2022-05-10 | 2023-05-11 | $19,288 | $19,895 | -$607 | -$607 | |
| 319. BLOCK INC | 2023-03-09 | 2023-05-18 | $18,909 | $24,572 | -$5,663 | -$5,663 | |
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,781 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,232 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,232 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,657 | OverpaymentAmt |
| Applied To ES Tax | $576 | AppliedToESTaxAmt |
| Refund | $4,081 | 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 | 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 | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $40,689 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION MAINTAINS A PROPERTY LOCATED AT 1110 E. 13TH STREET - CARTHAGE, MO 64836. THIS PROPERTY IS USED BY THE NON-PROFIT GROUP "ARTCENTRAL" AS A GALLERY FOR LOCAL | Description1Txt |
| Expenses1 | $28,599 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,439,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202,198 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,766,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,766,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,709,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $575 | TotalTaxAmt |
| Distributable Before Adj | $184,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,909 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,513 | 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 | $205,513 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $184,368 | 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 | $205,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $184,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,145 | 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 | $163,764 | 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 (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MISSOURI SOUTHERN FOUNDATION | ||||||||
| C/O ELIZABETH EBERT | 3950 NEWMAN RD | JOPLIN | MO | 648011595 | NONE | SO III FI | TUITION, FEES OR EXPENSES | $55,310 |
| CARTHAGE HUMANE SOCIETY | ||||||||
| C/O DEBORAH BELL | PO BOX 106 | CARTHAGE | MO | 64836 | NONE | PC | SUPPORT OF CHARITABLE | $18,437 |
| ST ANNS CATHOLIC SCHOOL | ||||||||
| C/O BONNIE SCHAEFFER | 1156 GRAND AVE | CARTHAGE | MO | 648362832 | NONE | PC | TUITION OR BOOKS OR | $18,437 |
| CEREBRAL PALSY OF TRI-COUNTY | ||||||||
| C/O CHRISTY GRAHAM | 1401 W AUSTIN ST | WEBB CITY | MO | 648701617 | NONE | PC | SUPPORT OF CHARITABLE | $18,437 |
| CARTHAGE PUBLIC LIBRARY | ||||||||
| C/O JULIE YOCKEY-DIRECTOR | 612 S GARRISON AVE | CARTHAGE | MO | 648361752 | NONE | PC | SUPPORT OF CHARITABLE | $18,437 |
| FATHER FLANIGAN'S BOYS' HOME | ||||||||
| C/O GIRLS AND BOYS TOWN ESTATE ADMIN | PO BOX 145 | BOYS TOWN | NE | 68010 | NONE | PC | SUPPORT OF CHARITABLE | $55,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,368 | 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 | $66,440 | 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 | -$8,781 | 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 | $1,353 |
| RENTAL AND ROYALTY | 10 | $26,280 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,292 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $1,840 |
| ACCRUED INT PAID-CARRYOVER | $282 |
| ROUNDING | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL AND ROYALTY EXPENSES | $28,599 | $28,599 | $0 |
| ADR FEES | $5 | $5 | $0 |
| ASSET FEES | $350 | $350 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTAL AND ROYALTY INCOME | $26,280 | $26,280 |
| EXCISE TAX REFUND | $1,353 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $1,240 | $1,240 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $888 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $5,232 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $423 | $423 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |