ARVIN GOTTLIEB CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ARVIN GOTTLIEB CHARITABLE FOUNDATION (EIN 43-6380792)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-06
IRS object ID: 202313109349100901
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
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-06T10:00:40-06:00	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	436380792	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ARVIN GOTTLIEB CHARITABLE FOUNDATION 10015600	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GOTT	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	CHRISTINE GRAHAM	PersonNm
Person Title	Vice President	PersonTitleTxt
Phone	8168601933	PhoneNum
Signature	2023-11-06	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	2023-11-06	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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$39,107,740	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$735,594	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$733,133	DividendsNetInvstIncmAmt
Net Rental Income Or Loss	-$3,600	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$730,120	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,290,631	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$730,120	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$1,045,308	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$289,948	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,511,022	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,753,201	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$288,585	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$216,438	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$72,146	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Rev And Expnss	$2,861	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$715	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$2,146	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$800	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$800	AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$25,536	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,136	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	$9,405	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$9,405	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$3,600	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$327,187	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$230,694	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$3,600	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$75,092	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,424,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,424,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,751,187	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$230,694	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$3,600	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,499,092	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$759,835	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,522,507	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,679,999	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,065,341	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,065,341	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$23,884,164	OtherInvestmentsBOYAmt
Other Investments EOY	$2,813,035	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,237,862	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$1,915,879	OtherAssetsBOYAmt
Other Assets EOY	$24,291,946	OtherAssetsEOYAmt
Other Assets EOYFMV	$34,804,537	OtherAssetsEOYFMVAmt
Total Assets BOY	$27,480,042	TotalAssetsBOYAmt
Total Assets EOY	$28,170,322	TotalAssetsEOYAmt
Total Assets EOYFMV	$39,107,740	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$27,480,042	CapitalStockBOYAmt
Capital Stock EOY	$28,170,322	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$27,480,042	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$28,170,322	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$27,480,042	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$28,170,322	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$27,480,042	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$759,835	ExcessRevenueOverExpensesAmt
Other Increases	$7,570	OtherIncreasesAmt
Subtotal	$28,247,447	SubtotalAmt
Other Decreases	$77,125	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$28,170,322	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
100000. MCDONALDS CORP MTN DTD 9/30/2011 2.625% SER MTN 1/15/2022	2020-04-24	2022-01-18	$100,000	$100,000
400. ORION OFFICE REIT INC	2021-11-15	2022-01-31	$6,606	$10,874	-$4,268	-$4,268
1628. ISHARES RUSSELL MID-CAP ETF	2020-12-22	2022-04-21	$126,317	$111,321	$14,996	$14,996
6683.344 PRINCIPAL MIDCAP FUND-R6	2015-04-09	2022-04-21	$240,400	$153,925	$86,475	$86,475
.7095 WARNER BROS DISCOVERY INC	2009-12-11	2022-04-25	$15	$20	-$5	-$5
3500. INTEL CORP	1994-10-06	2022-05-16	$150,882	$13,016	$137,866	$137,866
600. TEXAS INSTRUMENTS INC	2001-02-02	2022-05-16	$101,147	$26,040	$75,107	$75,107
198000. QUALCOMM INC 3% 20 MAY 2022	2019-11-15	2022-05-20	$198,000	$198,000
.96 WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD	2021-04-22	2022-06-14	$21	$22	-$1	-$1
400. ROCKWELL INTERNATIONAL CORP	2021-02-16	2022-06-22	$77,179	$100,741	-$23,562	-$23,562
2000. STARBUCKS CORP	2012-08-01	2022-06-22	$146,907	$44,650	$102,257	$102,257
846. WARNER BROS DISCOVERY INC	2010-08-17	2022-06-22	$11,878	$22,701	-$10,823	-$10,823
505. WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD	2021-04-22	2022-06-22	$11,267	$11,762	-$495	-$495
100000. US TREASURY N/B 2.125% 30 JUN 2022	2022-01-26	2022-06-30	$100,000	$100,000
3500. AT&T INC	2010-08-17	2022-10-18	$54,293	$72,534	-$18,241	-$18,241
1600. APPLE COMPUTER INC	2008-10-17	2022-10-18	$228,932	$5,633	$223,299	$223,299
3500. INTEL CORP	1994-10-06	2022-10-18	$90,158	$13,016	$77,142	$77,142
2000. VERIZON COMMUNICATIONS	2006-04-24	2022-10-18	$74,046	$55,194	$18,852	$18,852
245000. US TREASURY N/B 2% 15 AUG 2025	2018-03-28	2022-11-23	$230,530	$236,829	-$6,299	-$6,299
240000. US TREASURY N/B 2% 15 AUG 2025	2018-03-28	2022-12-02	$227,363	$228,141	-$778	-$778
55000. US TREASURY N/B 2.25% 15 NOV 2025	2018-03-28	2022-12-02	$52,355	$53,096	-$741	-$741
3328.22 FN FS3215 1.5% 01 MAY 2032	2022-11-23	2022-12-27	$3,328	$2,996	$332	$332
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P
CAPITAL GAIN DIVIDENDS					$59,007		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$730,120	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$21,163	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$21,163	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$21,163	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$29,192	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$29,192	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,029	OverpaymentAmt
Applied To ES Tax	$8,029	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	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	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
UMB BANK N A
1010 GRAND BLVD	KANSAS CITY	MO	64106	CO-TRUSTEE	2	$288,585
PETER BROWN LATHROP AND GAGE
2345 GRAND BLVD SUITE 2800	KANSAS CITY	MO	64108	CO-TRUSTEE	2	$0
BARTON J COHEN
9010 SHAWNEE MISSION PARKWAY	MISSION	KS	662022820	CO-TRUSTEE	2	$0

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	$36,117,560	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,284,696	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$3,304,511	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$40,706,767	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$40,706,767	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$610,602	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$40,096,165	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,004,808	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,004,808	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$21,163	TaxBasedOnInvestmentIncomeAmt
Total Tax	$21,163	TotalTaxAmt
Distributable Before Adj	$1,983,645	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,983,645	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,983,645	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,499,092	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	$1,499,092	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,983,645	DistributableAsAdjustedAmt
Undistributed Income PY	$238,226	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	$1,499,092	QualifyingDistributionsAmt
Applied To Year1	$238,226	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,260,866	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	$722,779	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 (48 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	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
THE SALVATION ARMY
KANSAS & WESTERN MISSOURI DIVISION	3637 BROADWAY BLVD	KANSAS CITY	MO	64111	NONE	PC	CHRISTMAS CAMPAIGN	$25,000
AMERICAN RED CROSS
	6601 W WINCHESTER AVE SUITE 110	KANSAS CITY	MO	64133	NONE	PC	TORNADO RELIEF	$20,000
BOYS & GIRLS CLUBS
	4001 BLUE PARKWAY STE 102	KANSAS CITY	MO	641302350	NONE	PC	REVIVING BASEBALL IN	$15,000
WAYSIDE WAIFS
	3901 MARTHA TRUMAN RD	KANSAS CITY	MO	64137	NONE	PC	BUILDING DREAMS &	$10,000
RESTART INC
	918 E 9TH STREET	KANSAS CITY	MO	64106	NONE	PC	GENERAL OPERATING FUNDS	$5,000
ACADEMY FOR INTEGRATED ARTS
	800 WEST MEYER BLVD	KANSAS CITY	MO	64113	NONE	PC	CO-TEACHING MODEL SUPPORT	$25,000
AFTER THE HARVEST
	6320 BROOKSIDE PLAZA STE 504	KANSAS CITY	MO	64113	NONE	PC	GENERAL OPERATING	$10,000
AGRICULTURE FUTURE OF AMERICA
	11500 N AMBASSADOR DR	KANSAS CITY	MO	64153	NONE	PC	AFA SCHOLARSHIP SUPPORT	$50,000
AMERICAN ROYAL ASSOCIATION
	1701 AMERICAN ROYAL CT	KANSAS CITY	MO	64102	NONE	PC	EDUCATION OPERATIONS	$50,000
BAPTIST TRINITY LUTHERAN
	6675 HOLMES RD	KANSAS CITY	MO	64131	NONE	PC	KC MEDICINE CABINET	$15,000
CHILDREN'S MERCY HOSPITAL & CLINICS
	2401 GILHAM RD	KANSAS CITY	MO	64108	NONE	PC	UNIVERSITY ACADEMY WELLNESS	$30,000
CITY UNION MISSION
	1108 E 10TH ST	KANSAS CITY	MO	64106	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
DEEP ROOTS KC
	PO BOX 32131	KANSAS CITY	MO	64111	NONE	PC	EDUCATION FOR RESILIENT	$5,000
EPEC INC
	5829 TROOST AVE	KANSAS CITY	MO	64110	NONE	PC	THE GROOMING PROJECT	$5,000
FRIENDS OF THE KANSAS CITY ZOO
	6800 ZOO DRIVE	KANSAS CITY	MO	64132	NONE	PC	ELEPHANT EXHIBIT RENOVATION	$34,000
GIRLS SCOUTS OF NE KANSAS-NW MISSOURI
	8383 BLUE PARKWAY DR	KANSAS CITY	MO	64133	NONE	PC	STEM PROGRAM	$10,000
HARRY S TRUMAN LIBRARY INSTITUTE
	5151 TROOST AVE	KANSAS CITY	MO	64110	NONE	PC	PORTRAITS OF COURAGE	$100,000
HARVESTERS-THE COMMUNITY FOOD NETWORK
	3801 TOPPING	KANSAS CITY	MO	64129	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
JEWISH FEDERATION OF GREATER
	5801 WEST 115TH ST	OVERLAND PARK	KS	66211	NONE	PC	PROJECTS IN AREA OF YOUTH &	$30,000
KANSAS CITY ART INSTITUTE
	4415 WARWICK BLVD	KANSAS CITY	MO	64111	NONE	PC	SPACE TO CREATE CAPITAL	$60,000
KANSAS CITY BALLET
	500 W PERSHING RD	KANSAS CITY	MO	64108	NONE	PC	SEASON SUPPORT	$20,000
KANSAS CITY CHORALE
	5601 WYANDOTTE ST	KANSAS CITY	MO	64113	NONE	PC	20-21 CONCERT SERIES	$7,500
KANSAS CITY FRIENDS OF ALVIN AILEY
	1714 E 18TH ST	KANSAS CITY	MO	64108	NONE	PC	AILEY CAMP CHARITABLE	$10,000
KANSAS CITY GIRLS PREPARATORY ACADEMY
	4550 MAIN ST SUITE 227	KANSAS CITY	MO	64111	NONE	PC	READY TO LEAD CAPITAL	$25,000
KANSAS CITY MUSEUM FOUNDATION
	4600 E 63RD ST	KANSAS CITY	MO	64130	NONE	PC	STAGE II-TURRELL SKYSPACE	$25,000
KANSAS CITY REPERTORY THEATRE
	4825 TROOST AVE STE 106	KANSAS CITY	MO	64110	NONE	PC	YOUTH EDUCATION PROGRAMS	$15,000
KANSAS CITY SYMPHONY
	1703 WYANDOTTE SUITE 200	KANSAS CITY	MO	64108	NONE	PC	SEASON SUPPORT	$30,000
LAJOLLA INSTITUTE FOR IMMUNOLOGY
	9420 ATHENA CIRCLE	LA JOLLA	CA	92037	NONE	PC	BIOSAFETY LEVEL-3 LAB &	$50,000
LIBERTY MEMORIAL ASSOCIATION
	2 MEMORIAL DR	KANSAS CITY	MO	64108	NONE	PC	ONLINE LEARNING & EDUCATION	$50,000
LYRIC OPERA
	1725 HOLMES ST	KANSAS CITY	MO	64108	NONE	PC	SEASON SUPPORT	$40,000
NATURE CONSERVANCY-KANSAS CHAPTER
	2420 NW BUTTON RD	TOPEKA	MO	66608	NONE	PC	CHEYENNE BOTTOMS	$5,000
ROSE BROOKS CENTER INC
	PO BOX 320599	KANAS CITY	MO	64132	NONE	PC	PROJECT SAFE	$30,000
STANFORD UNIVERSITY SCHOOL OF MEDICINE
	923 MEARS COURT	STANFORD	CA	94305	NONE	PC	CARDIOVASCULAR RESEARCH	$150,000
THE PLAZA ACADEMY
	3930 BROADWAY BLVD	KANSAS CITY	MO	64111	NONE	PC	AFTER AND SUMMER SCHOOL	$15,000
UMKC BLOCH SCHOOL OF BUSINESS
	5100 ROCKHILL RD	KANSAS CITY	MO	64110	NONE	PC	SUPPORT FOR TWO GOTTLIEB	$110,000
UNION STATION KANSAS CITY
	30 WEST PERSHING	KANSAS CITY	MO	64108	NONE	PC	AUSCHWITZ EXHIBIT	$80,000
UNIVERSITY OF KANSAS HEALTH SYSTEMS
	4000 CAMBRIDGE ST	KANSAS CITY	KS	66160	NONE	PC	RAPID RECOVERY LOUNGE	$20,000
VILLAGE SHALOM
	5500 W 123RD ST	OVERLAND PARK	KS	66209	NONE	PC	CAPITAL CAMPAIGN	$30,000
YOUTH VOLUNTEER CORPS
	1025 JEFFERSON ST	KANSAS CITY	MO	66212	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
POWELL GARDENS
	1609 NW US HWY 50	KINGSVILLE	MO	64061	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
ADVENT HEALTH
	9100 W 74TH ST	SHAWNEE MISSION	KS	66204	NONE	PC	LIVING IN VITALITY WOMEN'S	$25,000
MOCSA
	3100 BROADWAY STE 400	Kansas City	MO	64111	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
KEMPER MUSEUM OPERATING FDN
	4420 WARWICK BLVD	Kansas City	MO	64111	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
Jewish Family Services
	425 E 63RD ST	Kansas City	MO	64110	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
FIRST CALL SERVICES
	9091 STATE LINE RD	KANSAS CITY	MO	64114	NONE	PC	CLINICAL AND PREVENTION	$5,000
Metropolitan State University Denver Fdn
	CAMPUS BOX 14 PO BOX 173362	Denver	CO	80217	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
ENGLEWOOD ARTS
	10900 WINNER ROAD	Independence	MO	64052	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
International Committee of the Red Cross
					NONE	PC	GENERAL OPERATING SUPPORT	$10,000	19 AVENUE DE LA PAIX	Geneva	SZ	1202

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,424,000	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	$735,594	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	-$3,600	ExclusionAmt

Field	Value	IRS element (for citing)
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	$730,120	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

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP INCOME	Desc
Exclusion	1	ExclusionCd
Exclusion	$1,045,308	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,507,422	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,507,422	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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	REAL ESTATE AND UNIQUE ASSETS	Desc
BOY Book Value	$1,915,879	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
ACCRUED INTEREST PAID	$4,502
CORPORATE ACTION ADJUSTMENT	$72,623

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Rent and Royalty Expense	Desc
Revenue And Expenses Per Books	$3,600	RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP INCOME	Desc
Revenue And Expenses Per Books	$1,045,308	RevenueAndExpensesPerBooksAmt
Net Investment Income	$289,948	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
TAX LOT COST BASIS ADJUSTMENT	$5,391
MARKET DISCOUNT ADJUSTMENT	$2,179