THE BOUTROSS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE BOUTROSS FOUNDATION (EIN 43-6362504)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2023-10-30
- IRS object ID
- 202333039349100448
- 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 | 2023-10-30T22:00:06-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | 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 | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436362504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOUTROSS FOUNDATION 10015100 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOUT | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-10-25 | 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 | $636,772 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $337,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,685 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $344 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $28,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,085 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,542 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,542 | 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 | $259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $259 | 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 | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,347 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,347 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,455 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $511,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $492,697 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $611,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $527,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $518,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $636,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $527,839 | CapitalStockBOYAmt |
| Capital Stock EOY | $518,152 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $527,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $518,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $527,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $518,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $527,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $518,182 | SubtotalAmt |
| Other Decreases | $30 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $518,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (156 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 243. AT&T INC | 2022-04-20 | 2022-09-20 | $4,015 | $4,795 | -$780 | -$780 | |
| 12. META PLATFORMS INC-CLASS A | 2022-05-18 | 2022-09-20 | $1,755 | $2,316 | -$561 | -$561 | |
| 88. HP INC | 2022-06-22 | 2022-09-20 | $2,326 | $2,976 | -$650 | -$650 | |
| 45. WALGREENS BOOTS ALLIANCE INC | 2020-08-05 | 2022-09-20 | $1,529 | $1,840 | -$311 | -$311 | |
| 8820.047 VANGUARD INTRM BND IDX-ADM | 2022-08-29 | 2022-10-06 | $87,936 | $92,434 | -$4,498 | -$4,498 | |
| 3289.541 VANGUARD HI YLD CORP-ADM | 2022-08-29 | 2022-10-06 | $16,678 | $17,270 | -$592 | -$592 | |
| 8. AMERICAN TOWER CORP | 2020-05-06 | 2022-10-19 | $1,527 | $1,904 | -$377 | -$377 | |
| 287.539 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-11-04 | $3,560 | $3,902 | -$342 | -$342 | |
| 460.538 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2022-11-04 | $5,701 | $5,213 | $488 | $488 | |
| 29. BLACKSTONE INC | 2021-07-07 | 2022-12-08 | $2,292 | $2,810 | -$518 | -$518 | |
| 14. SALESFORCE INC | 2019-07-08 | 2022-12-08 | $1,819 | $2,166 | -$347 | -$347 | |
| 6. CATERPILLAR INC | 2020-10-07 | 2023-01-18 | $1,518 | $930 | $588 | $588 | |
| 19. DISNEY WALT HOLDING CO | 2012-06-06 | 2023-01-18 | $1,880 | $864 | $1,016 | $1,016 | |
| 38. DEVON ENERGY CORP | 2022-01-25 | 2023-02-22 | $2,023 | $1,949 | $74 | $74 | |
| 10. DEERE & CO | 2022-02-16 | 2023-04-21 | $3,869 | $3,911 | -$42 | -$42 | |
| 19. PRINCIPAL FINANCIAL GROUP | 2022-10-19 | 2023-04-21 | $1,428 | $1,498 | -$70 | -$70 | |
| 98. US BANCORP | 2022-09-20 | 2023-04-21 | $3,279 | $4,615 | -$1,336 | -$1,336 | |
| 603.6 CHAMPLAIN MID CAP FUND-INST | 2021-12-14 | 2023-04-24 | $13,116 | $12,475 | $641 | $641 | |
| 334.464 MFS INSTL INTL EQUITY FUND | 2022-12-08 | 2023-04-24 | $10,740 | $9,117 | $1,623 | $1,623 | |
| 1123.094 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-04-24 | $14,218 | $12,713 | $1,505 | $1,505 | |
| 290.052 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-04-25 | $2,837 | $2,715 | $122 | $122 | |
| 790.237 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2023-04-25 | $11,640 | $10,434 | $1,206 | $1,206 | |
| 13. AMERICAN WATER WORKS CO INC | 2022-09-20 | 2023-05-17 | $1,864 | $1,896 | -$32 | -$32 | |
| 1. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-05-17 | $143 | $118 | $25 | $25 | |
| 13. CATERPILLAR INC | 2020-10-07 | 2023-05-17 | $2,755 | $1,941 | $814 | $814 | |
| 10. UNION PACIFIC CORP | 2019-06-21 | 2023-05-17 | $1,988 | $1,696 | $292 | $292 | |
| 7. AMGEN INC | 2022-12-08 | 2023-06-21 | $1,590 | $1,997 | -$407 | -$407 | |
| 6. ELEVANCE HEALTH INC | 2022-02-16 | 2023-06-21 | $2,678 | $2,755 | -$77 | -$77 | |
| 38. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $1,817 | $1,987 | -$170 | -$170 | |
| 9035.066 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-07-12 | $86,195 | $84,568 | $1,627 | $1,627 | |
| 3. ABBOTT LABORATORIES | 2019-06-21 | 2023-07-20 | $334 | $255 | $79 | $79 | |
| 27.449 CHAMPLAIN MID CAP FUND-INST | 2019-05-28 | 2023-07-20 | $637 | $532 | $105 | $105 | |
| 4. ALPHABET INC | 2021-10-06 | 2023-07-20 | $475 | $549 | -$74 | -$74 | |
| 7. AMAZON COM INC | 2020-10-07 | 2023-07-20 | $910 | $1,116 | -$206 | -$206 | |
| 8. APPLE COMPUTER INC | 2013-08-07 | 2023-07-20 | $1,544 | $133 | $1,411 | $1,411 | |
| 11. BANK OF AMERICA CORP | 2019-06-21 | 2023-07-20 | $347 | $311 | $36 | $36 | |
| 4. CHEVRONTEXACO CORP | 2021-03-03 | 2023-07-20 | $625 | $417 | $208 | $208 | |
| 10. COMCAST CORP-CLASS A | 2023-06-21 | 2023-07-20 | $422 | $407 | $15 | $15 | |
| 1. COSTCO WHOLESALE CORP | 2011-08-10 | 2023-07-20 | $557 | $71 | $486 | $486 | |
| 2. DANAHER CORP | 2020-10-07 | 2023-07-20 | $489 | $444 | $45 | $45 | |
| 4. DUKE ENERGY CORP | 2020-08-05 | 2023-07-20 | $371 | $335 | $36 | $36 | |
| 4. EXXON MOBIL CORP | 2021-07-07 | 2023-07-20 | $413 | $242 | $171 | $171 | |
| 107.499 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2023-07-20 | $1,335 | $1,618 | -$283 | -$283 | |
| 7. GILEAD SCIENCES INC | 2022-12-08 | 2023-07-20 | $559 | $626 | -$67 | -$67 | |
| 2. HOME DEPOT INC | 2009-04-29 | 2023-07-20 | $637 | $53 | $584 | $584 | |
| 2. HONEYWELL INTERNATIONAL INC | 2019-06-21 | 2023-07-20 | $415 | $349 | $66 | $66 | |
| 4. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-07-20 | $550 | $541 | $9 | $9 | |
| 1. INTUIT INC | 2011-10-19 | 2023-07-20 | $492 | $52 | $440 | $440 | |
| 4. J P MORGAN CHASE & CO | 2015-04-07 | 2023-07-20 | $625 | $244 | $381 | $381 | |
| 3. JOHNSON & JOHNSON | 2020-03-04 | 2023-07-20 | $503 | $429 | $74 | $74 | |
| 1. LILLY ELI & COMPANY | 2022-01-25 | 2023-07-20 | $463 | $239 | $224 | $224 | |
| 15.479 MFS INSTL INTL EQUITY FUND | 2022-07-20 | 2023-07-20 | $502 | $421 | $81 | $81 | |
| 3. MCDONALDS CORP | 2020-11-04 | 2023-07-20 | $889 | $646 | $243 | $243 | |
| 3. MICROSOFT CORP | 2013-11-18 | 2023-07-20 | $1,041 | $112 | $929 | $929 | |
| 5. MORGAN STANLEY DEAN WITTER & CO | 2021-02-03 | 2023-07-20 | $468 | $354 | $114 | $114 | |
| 5. NEXTERA ENERGY INC | 2012-06-28 | 2023-07-20 | $368 | $85 | $283 | $283 | |
| 2. PEPSICO INC | 2013-09-06 | 2023-07-20 | $379 | $159 | $220 | $220 | |
| 3. PROCTER & GAMBLE CO | 2016-02-03 | 2023-07-20 | $451 | $243 | $208 | $208 | |
| 7. REALTY INCOME CORP | 2022-09-20 | 2023-07-20 | $436 | $442 | -$6 | -$6 | |
| 3. TESLA INC | 2023-01-18 | 2023-07-20 | $791 | $385 | $406 | $406 | |
| 3. TEXAS INSTRUMENTS INC | 2013-03-13 | 2023-07-20 | $540 | $106 | $434 | $434 | |
| 2. TRAVELERS COS INC/THE | 2020-10-07 | 2023-07-20 | $347 | $228 | $119 | $119 | |
| 89.747 TRIBUTARY SMALL COMP-INST+ | 2021-12-16 | 2023-07-20 | $2,664 | $2,907 | -$243 | -$243 | |
| 1. UNITED PARCEL SERVICE INC CLASS B | 2019-06-21 | 2023-07-20 | $187 | $103 | $84 | $84 | |
| 2. UNITEDHEALTH GROUP INC | 2011-03-10 | 2023-07-20 | $1,011 | $88 | $923 | $923 | |
| 29.898 VANGUARD DEV MKT INDX-ADM | 2015-11-09 | 2023-07-20 | $454 | $361 | $93 | $93 | |
| 10.903 VANGUARD SML CAP INDX-ADM | 2021-03-11 | 2023-07-20 | $1,077 | $1,149 | -$72 | -$72 | |
| 15. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-07-20 | $502 | $800 | -$298 | -$298 | |
| 2. WAL MART STORES INC | 2017-11-08 | 2023-07-20 | $313 | $181 | $132 | $132 | |
| 3. EATON CORP PLC | 2020-11-04 | 2023-07-20 | $632 | $319 | $313 | $313 | |
| 1. LINDE PLC | 2019-06-21 | 2023-07-20 | $381 | $203 | $178 | $178 | |
| 24. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $2,297 | $2,450 | -$153 | -$153 | |
| 18. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-08-18 | $2,550 | $2,382 | $168 | $168 | |
| 27. REALTY INCOME CORP | 2022-09-20 | 2023-08-18 | $1,537 | $1,704 | -$167 | -$167 | |
| 16. REALTY INCOME CORP | 2021-01-06 | 2023-08-18 | $911 | $1,132 | -$221 | -$221 | |
| 15. TEXAS INSTRUMENTS INC | 2013-03-13 | 2023-08-18 | $2,500 | $530 | $1,970 | $1,970 | |
| 10. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $764 | $895 | -$131 | -$131 | |
| 35. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-08-31 | $1,225 | $1,833 | -$608 | -$608 | |
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,035 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,685 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $228 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $101 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,085 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $609,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $627,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $627,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $617,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329 | TotalTaxAmt |
| Distributable Before Adj | $30,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,561 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,689 | 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 | $33,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,347 | 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 | $33,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,347 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,342 | 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 | $25,219 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKHURST COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST RD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $28,347 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,347 | 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 | $15,805 | 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 | $12,685 | 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 | $344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,834 | 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 | $30 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $228 | $228 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |