WISHFUL WINGS JAMES S BARNETT JR MEMORIAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WISHFUL WINGS JAMES S BARNETT JR MEMORIAL FOUNDATION (EIN 48-6354330)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349102045
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:00:42-06:00 | 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 | 486354330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISHFUL WINGS JAMES S BARNETT JR 12706800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISH | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UMB BANK NA P O BOX 415044 M | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSEE BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-11-15 | 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 | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,289,961 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $849,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,268 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $108,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,016 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | 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 Rev And Expnss | $14,201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,201 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $836 | TaxesRevAndExpnssAmt |
| 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 | $12,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,613 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,762 | CashBOYAmt |
| Cash EOY | $2,292 | CashEOYAmt |
| Cash EOYFMV | $2,292 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,561 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $803,882 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $835,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,268,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $832,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $857,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,289,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $832,111 | CapitalStockBOYAmt |
| Capital Stock EOY | $857,792 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $832,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $857,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $832,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $857,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $832,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $859,050 | SubtotalAmt |
| Other Decreases | $1,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $857,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (238 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 85. STARBUCKS CORP | 2020-03-26 | 2022-01-06 | $9,477 | $5,925 | $3,552 | $3,552 | |
| 85. STARBUCKS CORP | 2020-03-26 | 2022-01-06 | $9,477 | $5,925 | $3,552 | $3,552 | |
| 62. TEXAS INSTRUMENTS INC | 2019-06-04 | 2022-01-06 | $11,610 | $5,363 | $6,247 | $6,247 | |
| 13. COSTCO WHOLESALE CORP | 2019-06-04 | 2022-01-13 | $6,740 | $3,186 | $3,554 | $3,554 | |
| 71. DOCUSIGN INC | 2020-03-17 | 2022-01-13 | $9,413 | $5,108 | $4,305 | $4,305 | |
| 140. FIVE BELOW | 2021-12-03 | 2022-01-13 | $25,220 | $27,005 | -$1,785 | -$1,785 | |
| 80. BLOCK INC | 2021-09-10 | 2022-01-13 | $11,210 | $20,740 | -$9,530 | -$9,530 | |
| 93. TEXAS INSTRUMENTS INC | 2015-03-11 | 2022-01-13 | $17,264 | $5,350 | $11,914 | $11,914 | |
| 39. UNION PACIFIC CORP | 2020-10-30 | 2022-01-13 | $9,654 | $3,475 | $6,179 | $6,179 | |
| 24. UNITED RENTALS INC | 2019-06-04 | 2022-01-13 | $8,088 | $2,994 | $5,094 | $5,094 | |
| 108. J P MORGAN CHASE & CO | 2019-06-04 | 2022-01-14 | $17,175 | $9,922 | $7,253 | $7,253 | |
| 15. THERMO ELECTRON CORP | 2013-10-16 | 2022-01-14 | $8,874 | $1,404 | $7,470 | $7,470 | |
| 19. UNITEDHEALTH GROUP INC | 2019-08-15 | 2022-01-14 | $8,854 | $4,627 | $4,227 | $4,227 | |
| 31. ADOBE SYSTEMS INC | 2020-09-18 | 2022-03-17 | $13,641 | $13,411 | $230 | $230 | |
| 370. BANK OF AMERICA CORP | 2019-06-04 | 2022-03-17 | $15,825 | $9,668 | $6,157 | $6,157 | |
| 25. LAUDER ESTEE COMPANIES INC CLASS A | 2021-10-19 | 2022-03-17 | $6,785 | $7,803 | -$1,018 | -$1,018 | |
| 55. LAUDER ESTEE COMPANIES INC CLASS A | 2021-01-04 | 2022-03-17 | $14,927 | $14,050 | $877 | $877 | |
| 35. NETFLIX COM INC | 2021-10-06 | 2022-03-17 | $12,941 | $21,030 | -$8,089 | -$8,089 | |
| 215. NIKE INC CLASS B | 2020-03-17 | 2022-03-17 | $27,203 | $15,385 | $11,818 | $11,818 | |
| 27. LINDE PLC/OLD | 2019-06-04 | 2022-03-17 | $8,327 | $4,956 | $3,371 | $3,371 | |
| 38. EDWARDS LIFESCIENCES CORP | 2020-11-09 | 2022-03-28 | $4,240 | $3,231 | $1,009 | $1,009 | |
| 33. HOME DEPOT INC | 2019-06-04 | 2022-03-28 | $10,227 | $5,081 | $5,146 | $5,146 | |
| 102. NEXTERA ENERGY INC | 2012-06-15 | 2022-03-28 | $8,551 | $1,727 | $6,824 | $6,824 | |
| 55. ROCKWELL INTERNATIONAL CORP | 2020-10-29 | 2022-03-28 | $15,241 | $13,043 | $2,198 | $2,198 | |
| 10. THERMO ELECTRON CORP | 2013-10-16 | 2022-03-28 | $5,760 | $936 | $4,824 | $4,824 | |
| 32. UNITEDHEALTH GROUP INC | 2019-06-04 | 2022-03-28 | $16,344 | $5,547 | $10,797 | $10,797 | |
| 56. SHERWIN-WILLIAMS CO | 2022-01-13 | 2022-04-21 | $14,124 | $18,332 | -$4,208 | -$4,208 | |
| 90. ABBOTT LABORATORIES | 2020-09-22 | 2022-05-10 | $9,580 | $8,719 | $861 | $861 | |
| 56. ADVANCED MICRO DEVICES INC | 2022-03-28 | 2022-05-10 | $4,979 | $6,657 | -$1,678 | -$1,678 | |
| 1. AMAZON COM INC | 2019-06-04 | 2022-05-10 | $2,175 | $1,722 | $453 | $453 | |
| 11. DANAHER CORP | 2019-06-04 | 2022-05-10 | $2,649 | $1,414 | $1,235 | $1,235 | |
| 26. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-05-10 | $7,907 | $6,304 | $1,603 | $1,603 | |
| 22. J P MORGAN CHASE & CO | 2012-03-09 | 2022-05-10 | $2,601 | $907 | $1,694 | $1,694 | |
| 268. KKR & CO INC | 2022-01-13 | 2022-05-10 | $13,656 | $19,152 | -$5,496 | -$5,496 | |
| 33. MARVELL TECHNOLOGY INC | 2022-01-13 | 2022-05-10 | $1,832 | $2,646 | -$814 | -$814 | |
| 75. MASTERCARD INC - A | 2019-06-04 | 2022-05-10 | $24,531 | $6,608 | $17,923 | $17,923 | |
| 15. MICROSOFT CORP | 2021-11-18 | 2022-05-10 | $4,051 | $5,101 | -$1,050 | -$1,050 | |
| 23. NUCOR CORP | 2021-09-09 | 2022-05-10 | $2,979 | $2,594 | $385 | $385 | |
| 20. NVIDIA CORP | 2021-10-06 | 2022-05-10 | $3,553 | $4,108 | -$555 | -$555 | |
| 10. PALO ALTO NETWORKS INC | 2021-12-03 | 2022-05-10 | $4,847 | $5,264 | -$417 | -$417 | |
| 42. PIONEER NATURAL RESOURCES CO | 2021-01-15 | 2022-05-10 | $10,475 | $5,466 | $5,009 | $5,009 | |
| 1. SALESFORCE INC | 2019-06-04 | 2022-05-10 | $168 | $149 | $19 | $19 | |
| 37. SOUTHWEST AIRLINES CO | 2020-12-15 | 2022-05-10 | $1,650 | $1,714 | -$64 | -$64 | |
| 29. UNITED RENTALS INC | 2019-06-04 | 2022-05-10 | $8,554 | $3,463 | $5,091 | $5,091 | |
| 5. UNITEDHEALTH GROUP INC | 2011-11-16 | 2022-05-10 | $2,435 | $226 | $2,209 | $2,209 | |
| 485. DUKE WEEKS REALTY CORP | 2019-08-15 | 2022-06-10 | $24,257 | $15,919 | $8,338 | $8,338 | |
| 574. GENERAL MOTORS CO | 2022-05-10 | 2022-06-10 | $20,172 | $28,319 | -$8,147 | -$8,147 | |
| 218. KKR & CO INC | 2022-01-13 | 2022-06-10 | $11,166 | $15,515 | -$4,349 | -$4,349 | |
| 60. ZSCALER INC | 2021-09-16 | 2022-06-10 | $9,227 | $16,460 | -$7,233 | -$7,233 | |
| 73. ADVANCED MICRO DEVICES INC | 2022-03-28 | 2022-07-14 | $5,756 | $8,678 | -$2,922 | -$2,922 | |
| 11. APPLE COMPUTER INC | 2022-05-10 | 2022-07-14 | $1,635 | $1,704 | -$69 | -$69 | |
| 5. COSTCO WHOLESALE CORP | 2019-06-04 | 2022-07-14 | $2,561 | $1,225 | $1,336 | $1,336 | |
| 5. HOME DEPOT INC | 2009-05-06 | 2022-07-14 | $1,443 | $129 | $1,314 | $1,314 | |
| 6. LILLY ELI & COMPANY | 2022-03-28 | 2022-07-14 | $1,962 | $1,739 | $223 | $223 | |
| 20. NEXTERA ENERGY INC | 2012-06-15 | 2022-07-14 | $1,597 | $339 | $1,258 | $1,258 | |
| 102. NUCOR CORP | 2021-09-09 | 2022-07-14 | $11,073 | $11,504 | -$431 | -$431 | |
| 3. O'REILLY AUTOMOTIVE INC | 2022-01-06 | 2022-07-14 | $2,022 | $2,100 | -$78 | -$78 | |
| 4. SALESFORCE INC | 2019-06-04 | 2022-07-14 | $642 | $596 | $46 | $46 | |
| 6. ABBOTT LABORATORIES | 2019-06-04 | 2022-08-11 | $662 | $464 | $198 | $198 | |
| 25. ALPHABET INC | 2021-10-18 | 2022-08-11 | $2,974 | $3,559 | -$585 | -$585 | |
| 10. AMAZON COM INC | 2019-06-04 | 2022-08-11 | $1,406 | $861 | $545 | $545 | |
| 2. ELEVANCE HEALTH INC | 2022-05-10 | 2022-08-11 | $948 | $977 | -$29 | -$29 | |
| 10. APPLE COMPUTER INC | 2019-06-04 | 2022-08-11 | $1,688 | $449 | $1,239 | $1,239 | |
| 5. BERKSHIRE HATHAWAY INC-CL B | 2022-03-17 | 2022-08-11 | $1,482 | $1,720 | -$238 | -$238 | |
| 10. BLACKSTONE INC | 2022-03-28 | 2022-08-11 | $1,059 | $1,223 | -$164 | -$164 | |
| 7. CHEVRONTEXACO CORP | 2022-05-10 | 2022-08-11 | $1,118 | $1,122 | -$4 | -$4 | |
| 15. CORTEVA INC | 2022-03-17 | 2022-08-11 | $906 | $835 | $71 | $71 | |
| 4. DANAHER CORP | 2017-10-26 | 2022-08-11 | $1,166 | $366 | $800 | $800 | |
| 3. DEERE & CO | 2022-03-17 | 2022-08-11 | $1,083 | $1,211 | -$128 | -$128 | |
| 23. DISNEY WALT HOLDING CO | 2022-04-22 | 2022-08-11 | $2,703 | $2,742 | -$39 | -$39 | |
| 8. EDWARDS LIFESCIENCES CORP | 2020-11-09 | 2022-08-11 | $830 | $680 | $150 | $150 | |
| 4. ENPHASE ENERGY INC | 2022-03-28 | 2022-08-11 | $1,172 | $778 | $394 | $394 | |
| 4. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-08-11 | $708 | $705 | $3 | $3 | |
| 35. FORD MOTOR CO | 2022-06-10 | 2022-08-11 | $552 | $448 | $104 | $104 | |
| 2. HOME DEPOT INC | 2009-05-06 | 2022-08-11 | $620 | $52 | $568 | $568 | |
| 3. INTUIT INC | 2019-06-04 | 2022-08-11 | $1,434 | $738 | $696 | $696 | |
| 8. J P MORGAN CHASE & CO | 2012-05-16 | 2022-08-11 | $959 | $313 | $646 | $646 | |
| 2. LILLY ELI & COMPANY | 2022-03-28 | 2022-08-11 | $601 | $580 | $21 | $21 | |
| 13. MARVELL TECHNOLOGY INC | 2022-01-13 | 2022-08-11 | $701 | $1,042 | -$341 | -$341 | |
| 2. MASTERCARD INC - A | 2012-12-11 | 2022-08-11 | $701 | $96 | $605 | $605 | |
| 10. MICROSOFT CORP | 2021-11-18 | 2022-08-11 | $2,874 | $3,401 | -$527 | -$527 | |
| 7. NEXTERA ENERGY INC | 2012-06-15 | 2022-08-11 | $628 | $119 | $509 | $509 | |
| 6. NUCOR CORP | 2021-09-09 | 2022-08-11 | $855 | $677 | $178 | $178 | |
| 83. NVIDIA CORP | 2020-09-18 | 2022-08-11 | $14,880 | $8,534 | $6,346 | $6,346 | |
| 2. O'REILLY AUTOMOTIVE INC | 2022-01-06 | 2022-08-11 | $1,440 | $1,400 | $40 | $40 | |
| 2. PALO ALTO NETWORKS INC | 2021-12-03 | 2022-08-11 | $1,032 | $1,053 | -$21 | -$21 | |
| 10. PEPSICO INC | 2022-01-13 | 2022-08-11 | $1,749 | $1,741 | $8 | $8 | |
| 5. PIONEER NATURAL RESOURCES CO | 2021-01-15 | 2022-08-11 | $1,143 | $638 | $505 | $505 | |
| 10. QUANTA SERVICES INC | 2021-03-18 | 2022-08-11 | $1,412 | $880 | $532 | $532 | |
| 50. SVB FINANCIAL GROUP | 2021-10-18 | 2022-08-11 | $22,731 | $32,387 | -$9,656 | -$9,656 | |
| 4. SALESFORCE INC | 2019-06-04 | 2022-08-11 | $746 | $596 | $150 | $150 | |
| 15. SCHWAB CHARLES CORP | 2021-10-18 | 2022-08-11 | $1,081 | $1,202 | -$121 | -$121 | |
| 363. SOUTHWEST AIRLINES CO | 2020-12-15 | 2022-08-11 | $14,129 | $16,812 | -$2,683 | -$2,683 | |
| 2. TESLA INC | 2021-04-23 | 2022-08-11 | $1,718 | $1,458 | $260 | $260 | |
| 3. THERMO ELECTRON CORP | 2013-10-16 | 2022-08-11 | $1,780 | $281 | $1,499 | $1,499 | |
| 7. UNION PACIFIC CORP | 2012-10-01 | 2022-08-11 | $1,672 | $415 | $1,257 | $1,257 | |
| 3. UNITED RENTALS INC | 2019-01-11 | 2022-08-11 | $997 | $355 | $642 | $642 | |
| 2. UNITEDHEALTH GROUP INC | 2011-11-16 | 2022-08-11 | $1,060 | $90 | $970 | $970 | |
| 3. VERTEX PHARMACEUTICALS INC | 2022-07-14 | 2022-08-11 | $870 | $858 | $12 | $12 | |
| 6. VISA INC-CLASS A SHARES | 2020-05-14 | 2022-08-11 | $1,266 | $1,067 | $199 | $199 | |
| 6. ZOETIS INC | 2022-01-14 | 2022-08-11 | $1,037 | $1,239 | -$202 | -$202 | |
| 3. ACCENTURE PLC-CL A | 2021-03-18 | 2022-08-11 | $943 | $806 | $137 | $137 | |
| 2. LINDE PLC/OLD | 2018-05-04 | 2022-08-11 | $611 | $327 | $284 | $284 | |
| 154. ABBOTT LABORATORIES | 2019-06-04 | 2022-09-16 | $16,023 | $11,290 | $4,733 | $4,733 | |
| 204. EDWARDS LIFESCIENCES CORP | 2020-11-09 | 2022-09-16 | $19,017 | $15,235 | $3,782 | $3,782 | |
| 309. MARVELL TECHNOLOGY INC | 2022-03-28 | 2022-09-16 | $14,245 | $23,818 | -$9,573 | -$9,573 | |
| 154. ZOETIS INC | 2022-05-10 | 2022-09-16 | $24,214 | $28,786 | -$4,572 | -$4,572 | |
| 76. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $11,112 | $22,575 | -$11,463 | -$11,463 | |
| 28. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $8,609 | $9,874 | -$1,265 | -$1,265 | |
| 14. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $4,304 | $3,395 | $909 | $909 | |
| 51. LINDE PLC/OLD | 2018-05-04 | 2022-10-13 | $14,379 | $8,336 | $6,043 | $6,043 | |
| 60. ALPHABET INC | 2022-05-10 | 2022-11-10 | $5,647 | $6,858 | -$1,211 | -$1,211 | |
| 188. ALPHABET INC | 2021-10-18 | 2022-11-10 | $17,693 | $18,414 | -$721 | -$721 | |
| 123. AMAZON COM INC | 2019-06-04 | 2022-11-10 | $11,846 | $5,427 | $6,419 | $6,419 | |
| 90. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $10,079 | $15,870 | -$5,791 | -$5,791 | |
| 68. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $16,350 | $19,490 | -$3,140 | -$3,140 | |
| 255. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $19,726 | $29,133 | -$9,407 | -$9,407 | |
| 54. PIONEER NATURAL RESOURCES CO | 2021-01-15 | 2022-12-15 | $12,114 | $6,440 | $5,674 | $5,674 | |
| 101. SALESFORCE INC | 2019-06-04 | 2022-12-15 | $13,159 | $14,808 | -$1,649 | -$1,649 | |
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $836 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $665 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,501 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $197 | OverpaymentAmt |
| Applied To ES Tax | $197 | 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 | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KYONG JU BARNETT | ||||||
| 8638 OLD OAK DRIVE | IRVING | TX | 75063 | TRUSTEE | 15 | $12,000 |
| JESSE BARNETT | ||||||
| 8638 OLD OAK DRIVE | IRVING | TX | 75063 | TRUSTEE | 15 | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,420,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,446,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,446,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,425,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,304 | TotalTaxAmt |
| Distributable Before Adj | $69,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,413 | 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 | $66,413 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,551 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,681 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $162,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,535 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,535 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $158,558 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $79,016 | ExcessFromYear3Amt |
| Excess From Year2 | $73,681 | ExcessFromYear2Amt |
| Excess From Year1 | $5,861 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KYONG JU BARNETT JESSE BARNETT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| ART COUNCIL OF FORT WORTH | ||||||||
| 1300 GENDY ST | FORT WORTH | TX | 76107 | NONE | PC | SUPPORT OF CARITABLE | $3,000 | |
| GLASSTIRE | ||||||||
| PO BOX 1489 | HOUSTON | TX | 77251 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| BROADWAY BAPTIST CHURCH | ||||||||
| 710 E 3RD ST | SWEETWATER | TX | 79556 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| AFRICAN AMERICAN CULTURAL HERITAGE | ||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | ACTION FUND |
| NATIVE AMERICAN HERITAGE ASSOCIATION | ||||||||
| PO BOX 512 | Rapid City | SD | 57709 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | 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 | $17,121 | 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 | $91,268 | 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 | $108,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,389 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,258 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CHECKING ACC EXPENSES | $12,613 | $0 | $12,613 |
| OTHER NON-ALLOCABLE EXPENSE | $3 | $3 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES (DEDUCT | CategoryTxt |
| Amt | $14,201 | Amt |
| Net Investment Income | $14,201 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - INCOME | CategoryTxt |
| Amt | $836 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |