BRUCE V DROWNS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE V DROWNS EDUCATIONAL FOUNDATION (EIN 43-6371635)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202313189349106256
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T18:00:47-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436371635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE V DROWNS EDUCATIONAL FOUND 10027900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8162384531 | 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 | SARA NICHOLSON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8162384531 | PhoneNum |
| Signature | 2023-11-14 | 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 |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-11-14 | 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 | $1,279,606 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $62 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $13,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,430 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,215 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,215 | 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 | $399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $399 | 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 | $294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,311 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,451 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,152,995 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,100,707 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,238,155 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,202,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,142,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,279,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,202,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,142,158 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,202,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,142,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,202,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,142,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,202,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,875 | OtherIncreasesAmt |
| Subtotal | $1,142,171 | SubtotalAmt |
| Other Decreases | $13 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,142,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (168 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $1,577 | $2,513 | -$936 | -$936 | |
| 27. NUCOR CORP | 2021-08-12 | 2022-07-14 | $2,931 | $3,392 | -$461 | -$461 | |
| 24. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $4,303 | $3,068 | $1,235 | $1,235 | |
| 6. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $2,728 | $4,096 | -$1,368 | -$1,368 | |
| 7. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $3,182 | $3,985 | -$803 | -$803 | |
| 103. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $4,009 | $4,834 | -$825 | -$825 | |
| 44. ABBOTT LABORATORIES | 2018-01-11 | 2022-09-16 | $4,578 | $2,592 | $1,986 | $1,986 | |
| 62. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $5,780 | $4,785 | $995 | $995 | |
| 90. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $4,149 | $6,701 | -$2,552 | -$2,552 | |
| 44. ZOETIS INC | 2022-02-10 | 2022-09-16 | $6,918 | $8,928 | -$2,010 | -$2,010 | |
| 22. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $3,217 | $6,545 | -$3,328 | -$3,328 | |
| 9. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $2,767 | $3,174 | -$407 | -$407 | |
| 3. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $922 | $727 | $195 | $195 | |
| 15. LINDE PLC/OLD | 2020-12-10 | 2022-10-13 | $4,229 | $3,772 | $457 | $457 | |
| 2863. BGF INTERNATIONAL ALPHA-INST | 2021-03-03 | 2022-11-03 | $27,628 | $42,168 | -$14,540 | -$14,540 | |
| 1787.309 OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2022-11-03 | $36,407 | $40,322 | -$3,915 | -$3,915 | |
| 1125.548 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2022-11-03 | $13,709 | $12,707 | $1,002 | $1,002 | |
| 68. ALPHABET INC | 2021-10-14 | 2022-11-10 | $6,400 | $8,736 | -$2,336 | -$2,336 | |
| 32. AMAZON COM INC | 2016-05-12 | 2022-11-10 | $3,082 | $982 | $2,100 | $2,100 | |
| 26. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $2,912 | $4,585 | -$1,673 | -$1,673 | |
| 20. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $4,809 | $5,732 | -$923 | -$923 | |
| 34. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $2,630 | $3,646 | -$1,016 | -$1,016 | |
| 39. BLACKSTONE INC | 2021-08-12 | 2022-12-15 | $3,017 | $4,356 | -$1,339 | -$1,339 | |
| 16. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-12-15 | $3,589 | $1,987 | $1,602 | $1,602 | |
| 28. SALESFORCE INC | 2018-08-08 | 2022-12-15 | $3,648 | $3,258 | $390 | $390 | |
| 14. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-13 | $3,432 | $2,677 | $755 | $755 | |
| 292. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $3,703 | $3,737 | -$34 | -$34 | |
| 30. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $1,949 | $1,997 | -$48 | -$48 | |
| 23. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-30 | $4,885 | $4,186 | $699 | $699 | |
| 8. ELEVANCE HEALTH INC | 2022-04-14 | 2023-02-09 | $3,888 | $4,145 | -$257 | -$257 | |
| 68. BIOMARIN PHARMACEUTICAL INC | 2023-02-09 | 2023-03-09 | $6,318 | $7,602 | -$1,284 | -$1,284 | |
| 17. DOLLAR GENERAL CORP | 2022-11-10 | 2023-03-09 | $3,703 | $4,310 | -$607 | -$607 | |
| 12. LULULEMON ATHLETICA INC | 2022-12-15 | 2023-03-09 | $3,616 | $3,931 | -$315 | -$315 | |
| 23. PIONEER NATURAL RESOURCES CO | 2020-12-10 | 2023-03-09 | $4,652 | $2,739 | $1,913 | $1,913 | |
| 36. CORTEVA INC | 2022-03-10 | 2023-04-13 | $2,255 | $1,908 | $347 | $347 | |
| 67. DEVON ENERGY CORP | 2022-09-16 | 2023-04-13 | $3,699 | $4,466 | -$767 | -$767 | |
| 69. PRINCIPAL FINANCIAL GROUP | 2022-10-13 | 2023-04-13 | $5,176 | $5,430 | -$254 | -$254 | |
| 18. UNION PACIFIC CORP | 2019-06-12 | 2023-04-13 | $3,559 | $3,083 | $476 | $476 | |
| 19. UNITED RENTALS INC | 2020-10-15 | 2023-04-13 | $7,070 | $3,599 | $3,471 | $3,471 | |
| 748.272 CHAMPLAIN MID CAP FUND-INST | 2019-05-28 | 2023-04-21 | $16,282 | $14,494 | $1,788 | $1,788 | |
| 17. AMAZON COM INC | 2015-07-09 | 2023-04-21 | $1,816 | $372 | $1,444 | $1,444 | |
| 10. APPLE COMPUTER INC | 2021-12-09 | 2023-04-21 | $1,648 | $1,751 | -$103 | -$103 | |
| 1. BERKSHIRE HATHAWAY INC-CL B | 2022-03-10 | 2023-04-21 | $314 | $324 | -$10 | -$10 | |
| 4. BOEING CO | 2022-12-15 | 2023-04-21 | $809 | $735 | $74 | $74 | |
| 4. CVS CORPORATION | 2022-09-16 | 2023-04-21 | $282 | $409 | -$127 | -$127 | |
| 3. CHEVRONTEXACO CORP | 2021-05-13 | 2023-04-21 | $508 | $321 | $187 | $187 | |
| 2. COSTCO WHOLESALE CORP | 2020-08-13 | 2023-04-21 | $1,014 | $673 | $341 | $341 | |
| 3. DANAHER CORP | 2006-05-11 | 2023-04-21 | $756 | $77 | $679 | $679 | |
| 2. DEERE & CO | 2022-02-10 | 2023-04-21 | $774 | $782 | -$8 | -$8 | |
| 5. DISNEY WALT HOLDING CO | 2022-03-10 | 2023-04-21 | $487 | $667 | -$180 | -$180 | |
| 2. META PLATFORMS INC-CLASS A | 2023-04-13 | 2023-04-21 | $415 | $440 | -$25 | -$25 | |
| 121.906 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2023-04-21 | $1,436 | $1,835 | -$399 | -$399 | |
| 1. HOME DEPOT INC | 2018-05-10 | 2023-04-21 | $300 | $187 | $113 | $113 | |
| 1. INTUIT INC | 2019-01-10 | 2023-04-21 | $444 | $205 | $239 | $239 | |
| 2. J P MORGAN CHASE & CO | 2015-05-05 | 2023-04-21 | $282 | $129 | $153 | $153 | |
| 2. LILLY ELI & COMPANY | 2022-03-10 | 2023-04-21 | $770 | $532 | $238 | $238 | |
| 250.77 MFS INSTL INTL EQUITY FUND | 2022-11-03 | 2023-04-21 | $8,022 | $6,370 | $1,652 | $1,652 | |
| 1147.533 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2023-04-21 | $14,516 | $12,956 | $1,560 | $1,560 | |
| 2. MASTERCARD INC - A | 2023-01-13 | 2023-04-21 | $748 | $753 | -$5 | -$5 | |
| 2. MCKESSON HBOC INC | 2022-10-13 | 2023-04-21 | $709 | $709 | |||
| 5. MICROSOFT CORP | 2023-04-13 | 2023-04-21 | $1,427 | $1,446 | -$19 | -$19 | |
| 13. MORGAN STANLEY DEAN WITTER & CO | 2020-11-13 | 2023-04-21 | $1,186 | $741 | $445 | $445 | |
| 5. NEXTERA ENERGY INC | 2016-02-11 | 2023-04-21 | $394 | $140 | $254 | $254 | |
| 6. NUCOR CORP | 2021-08-12 | 2023-04-21 | $911 | $754 | $157 | $157 | |
| 2. NVIDIA CORP | 2020-05-14 | 2023-04-21 | $530 | $160 | $370 | $370 | |
| 2. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-04-21 | $1,800 | $822 | $978 | $978 | |
| 2. PEPSICO INC | 2022-01-13 | 2023-04-21 | $371 | $349 | $22 | $22 | |
| 6. QUANTA SERVICES INC | 2021-11-11 | 2023-04-21 | $984 | $702 | $282 | $282 | |
| 12. SCHWAB CHARLES CORP | 2021-10-14 | 2023-04-21 | $635 | $936 | -$301 | -$301 | |
| 2. SERVICENOW INC | 2023-01-30 | 2023-04-21 | $935 | $886 | $49 | $49 | |
| 5. BLOCK INC | 2023-01-30 | 2023-04-21 | $306 | $401 | -$95 | -$95 | |
| 1. UNITEDHEALTH GROUP INC | 2016-06-08 | 2023-04-21 | $483 | $140 | $343 | $343 | |
| 4300.444 VANGUARD TTL BD MKT IDX-ADM | 2021-03-03 | 2023-04-21 | $41,585 | $47,583 | -$5,998 | -$5,998 | |
| 1384.623 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2023-04-21 | $20,631 | $19,949 | $682 | $682 | |
| 4. VISA INC-CLASS A SHARES | 2016-10-13 | 2023-04-21 | $926 | $328 | $598 | $598 | |
| 2. ACCENTURE PLC-CL A | 2018-09-13 | 2023-04-21 | $551 | $345 | $206 | $206 | |
| 66. CVS CORPORATION | 2022-09-16 | 2023-05-11 | $4,548 | $6,743 | -$2,195 | -$2,195 | |
| 33. CORTEVA INC | 2022-09-16 | 2023-05-11 | $1,870 | $2,029 | -$159 | -$159 | |
| 82. CORTEVA INC | 2022-02-10 | 2023-05-11 | $4,646 | $4,165 | $481 | $481 | |
| 10. DEERE & CO | 2022-02-10 | 2023-05-11 | $3,709 | $3,849 | -$140 | -$140 | |
| 60. BLOCK INC | 2023-03-09 | 2023-05-18 | $3,557 | $4,616 | -$1,059 | -$1,059 | |
| 22. AMGEN INC | 2022-12-15 | 2023-06-15 | $5,016 | $5,855 | -$839 | -$839 | |
| 60. DISNEY WALT HOLDING CO | 2022-04-14 | 2023-06-15 | $5,581 | $7,911 | -$2,330 | -$2,330 | |
| 17. GOLDMAN SACHS GROUP INC | 2020-08-13 | 2023-06-15 | $5,762 | $3,922 | $1,840 | $1,840 | |
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,418 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $864 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $864 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $568 | OverpaymentAmt |
| Applied To ES Tax | $296 | AppliedToESTaxAmt |
| Refund | $272 | 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 | 8162384531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64103 | CO-TRUSTEE | 1 | $14,430 |
| DR BEERY JOHNSON | ||||||
| 5655 S 4TH | ST JOSEPH | MO | 64504 | CO-TRUSTEE | 1 | $0 |
| JOSEPH HENDRIX | ||||||
| 2316 GLENN DRIVE | ST JOSEPH | MO | 64503 | CO-TRUSTEE | 1 | $0 |
| SARA NICHOLSON | ||||||
| 15329 HH HWY | PLATTE CITY | MO | 64079 | CO-TRUSTEE | 1 | $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 | $1,201,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,233,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,233,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,214,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296 | TotalTaxAmt |
| Distributable Before Adj | $60,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,681 | 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 | $70,681 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,534 | 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 | $70,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,147 | 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 | $52,283 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENTON HIGH SCHOOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5655 S 4TH STREET | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | BRUCE DROWNS EDUCATIONAL FOUNDATION APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | BENTON HIGH SCHOOL STUDENTS AND GRADUATES WHO SHOW NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| MISSOURI STATE UNIVERSITY | ||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | PC | SCHOLARSHIPS | $7,868 | |
| MISSOURI WESTERN STATE UNIVERSITY | ||||||||
| 4525 DOWNS DR | ST JOSEPH | MO | 64507 | NONE | PC | SCHOLARSHIPS | $20,722 | |
| UNIVERSITY OF MISSOURI - COLUMBIA | ||||||||
| 111 JESSEE HALL | COLUMBIA | MO | 65211 | NONE | PC | SCHOLARSHIPS | $1,868 | |
| NORTHWEST MISSOURI STATE UNIVERSITY | ||||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | NONE | PC | SCHOLARSHIPS | $8,479 | |
| NORTH CENTRAL MISSOURI COLLEGE | ||||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | NONE | PC | SCHOLARSHIPS | $2,375 | |
| DRURY UNIVERSITY | ||||||||
| 900 N BENTON AVE | SPRINGFIELD | MO | 65802 | NONE | PC | SCHOLARSHIPS | $2,618 | |
| GRACELAND UNIVERSITY | ||||||||
| 1 UNIVERSITY PL | LAMONI | IA | 50140 | NONE | PC | SCHOLARSHIPS | $1,500 | |
| MIDLAND UNIVERSITY | ||||||||
| 900 N CLARKSON ST | FREMONT | NE | 68025 | NONE | PC | SCHOLARSHIPS | $2,618 | |
| MO UNIVERSITY OF SCIENCE AND | ||||||||
| PARKER HALL 106 300 W 14TH ST | ROLLA | MO | 65409 | NONE | PC | SCHOLARSHIPS | $750 | TECHNOLOGY |
| PRESCOTT COLLEGE | ||||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| STEPHENS COLLEGE | ||||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | NONE | PC | SCHOLARSHIPS | $1,750 | |
| STATE TECHNICAL COLLEGE OF MO | ||||||||
| 1 TECHNOLOGY DR | LINN | MO | 65051 | NONE | PC | SCHOLARSHIPS | $500 | |
| SOUTHEAST MO STATE UNIVERSITY | ||||||||
| 1 UNIVERSITY PLAZA | CAPE GIRARDEAU | MO | 63701 | NONE | PC | SCHOLARSHIPS | $1,118 | |
| METROPOLITAN COMMUNITY COLLEGE | ||||||||
| 5300 N 30TH ST | OMAHA | NE | 68111 | NONE | PC | SCHOLARSHIPS | $625 | |
| UNIVERSITY OF MISSOURI - KC | ||||||||
| 5000 HOLMES ST | KANSAS CITY | MO | 64110 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| MISSOURI SOUTHERN STATE UNIVERSITY | ||||||||
| 3950 NEWMAN RD | JOPLIN | MO | 64801 | NONE | PC | SCHOLARSHIPS | $500 | |
| ROCKHURST UNIVERSITY | ||||||||
| 1100 ROCKHURST RD | KANSAS CITY | MO | 64110 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| ACADEMY OF HAIR DESIGN AND BEAUTY | ||||||||
| 14454 US-169 | SMITHVILLE | MO | 64089 | NONE | PC | SCHOLARSHIPS | $375 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,666 | 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 | $28,994 | 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 | -$15,671 | 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 | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,385 | 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 | ROUNDING | Desc |
| Amt | $13 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $293 | $0 | $0 |
| OTHER NONALLOCABLE EXPENSES | $1 | $1 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR GRANT REVERSAL | $3,500 |
| SCHOLARSHIP REVERSAL | $1,375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $350 | $350 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $49 | $49 | $0 |