DORIS & LOUIS FOX CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DORIS & LOUIS FOX CHARITABLE TRUST (EIN 43-6317492)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-30
- IRS object ID
- 202343039349101104
- 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 | 2023-10-30T22:00:07-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436317492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORA & LOUIS FOX CHARITABLE TRUST 10015000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOX | 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 | 2023-10-12 | 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 | 2023-10-12 | 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 | $1,725,818 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$42,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $442,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$3,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,352 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,023 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,329 | 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 | $2,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $763 | 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 | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,989 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,363,407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,293,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,719,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,401,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,299,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,725,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,401,517 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,299,907 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,401,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,299,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,401,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,299,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,401,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $344 | OtherIncreasesAmt |
| Subtotal | $1,299,908 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,299,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 101. MOSAIC CO/THE | 2022-05-18 | 2022-07-20 | $4,851 | $6,195 | -$1,344 | -$1,344 | |
| 790. AT&T INC | 2022-04-20 | 2022-09-20 | $13,053 | $15,592 | -$2,539 | -$2,539 | |
| 42. META PLATFORMS INC-CLASS A | 2022-05-18 | 2022-09-20 | $6,142 | $8,107 | -$1,965 | -$1,965 | |
| 294. HP INC | 2022-06-22 | 2022-09-20 | $7,772 | $9,941 | -$2,169 | -$2,169 | |
| 162. WALGREENS BOOTS ALLIANCE INC | 2020-08-05 | 2022-09-20 | $5,505 | $6,626 | -$1,121 | -$1,121 | |
| 6266. BGF INTERNATIONAL ALPHA-INST | 2021-03-02 | 2022-10-13 | $59,715 | $93,694 | -$33,979 | -$33,979 | |
| 3903.181 OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2022-10-13 | $77,517 | $88,056 | -$10,539 | -$10,539 | |
| 2285.666 VANGUARD DEV MKT INDX-ADM | 2021-03-02 | 2022-10-13 | $27,108 | $31,382 | -$4,274 | -$4,274 | |
| 30. AMERICAN TOWER CORP | 2020-05-06 | 2022-10-19 | $5,727 | $7,139 | -$1,412 | -$1,412 | |
| 1842.698 NUANCE MID CAP VALUE-INST | 2021-03-02 | 2022-11-01 | $23,163 | $21,620 | $1,543 | $1,543 | |
| 81. BLACKSTONE INC | 2021-07-07 | 2022-12-08 | $6,403 | $7,849 | -$1,446 | -$1,446 | |
| 45. SALESFORCE INC | 2019-07-08 | 2022-12-08 | $5,847 | $7,126 | -$1,279 | -$1,279 | |
| 17. CATERPILLAR INC | 2020-10-07 | 2023-01-18 | $4,301 | $2,635 | $1,666 | $1,666 | |
| 61. DISNEY WALT HOLDING CO | 2012-06-06 | 2023-01-18 | $6,035 | $2,773 | $3,262 | $3,262 | |
| 1094.172 CHAMPLAIN MID CAP FUND-INST | 2019-05-28 | 2023-01-27 | $24,400 | $21,194 | $3,206 | $3,206 | |
| 1016. DRIEHAUS SMALL CAP GROW-INST | 2021-03-02 | 2023-01-27 | $16,734 | $19,539 | -$2,805 | -$2,805 | |
| 142.877 MFS INSTL INTL EQUITY FUND | 2022-10-13 | 2023-01-27 | $4,361 | $3,556 | $805 | $805 | |
| 1646.464 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-01-27 | $20,614 | $18,638 | $1,976 | $1,976 | |
| 1975.073 VANGUARD TTL BD MKT IDX-ADM | 2021-03-02 | 2023-01-27 | $19,257 | $22,338 | -$3,081 | -$3,081 | |
| 650.645 VANGUARD DEV MKT INDX-ADM | 2015-06-18 | 2023-01-27 | $9,584 | $8,569 | $1,015 | $1,015 | |
| 127. DEVON ENERGY CORP | 2022-01-25 | 2023-02-22 | $6,761 | $6,514 | $247 | $247 | |
| 34. DEERE & CO | 2022-02-16 | 2023-04-21 | $13,154 | $13,299 | -$145 | -$145 | |
| 17. MORGAN STANLEY DEAN WITTER & CO | 2021-02-03 | 2023-04-21 | $1,550 | $1,203 | $347 | $347 | |
| 73. PRINCIPAL FINANCIAL GROUP | 2022-10-19 | 2023-04-21 | $5,488 | $5,756 | -$268 | -$268 | |
| 8. TRAVELERS COS INC/THE | 2020-10-07 | 2023-04-21 | $1,441 | $912 | $529 | $529 | |
| 323. US BANCORP | 2022-09-20 | 2023-04-21 | $10,807 | $15,193 | -$4,386 | -$4,386 | |
| 40. AMERICAN WATER WORKS CO INC | 2022-09-20 | 2023-05-17 | $5,735 | $5,834 | -$99 | -$99 | |
| 16. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-05-17 | $2,294 | $1,893 | $401 | $401 | |
| 42. CATERPILLAR INC | 2020-10-07 | 2023-05-17 | $8,902 | $6,268 | $2,634 | $2,634 | |
| 31. UNION PACIFIC CORP | 2018-11-07 | 2023-05-17 | $6,163 | $4,614 | $1,549 | $1,549 | |
| 22. AMGEN INC | 2022-12-08 | 2023-06-21 | $4,996 | $6,276 | -$1,280 | -$1,280 | |
| 18. ELEVANCE HEALTH INC | 2022-02-16 | 2023-06-21 | $8,035 | $8,265 | -$230 | -$230 | |
| 129. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $6,169 | $6,744 | -$575 | -$575 | |
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,284 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$42,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,174 | OverpaymentAmt |
| Applied To ES Tax | $468 | AppliedToESTaxAmt |
| Refund | $706 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | KANSAS CITY | MO | 64106 | TRUSTEE | 2 | $14,352 |
| IRENE GOODMAN | ||||||
| EASTPOINTE 11 5380 N OCEAN DR 14-I | SINGER ISLAND | FL | 33404 | CO-TRUSTEE | 0 | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,628,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,691,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,691,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,665,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $466 | TotalTaxAmt |
| Distributable Before Adj | $82,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,834 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,729 | 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 | $91,729 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,600 | 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 | $91,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,600 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,129 | 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 | $63,705 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $10,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $10,000 |
| CHILD'S PLAY | |||||||
| 900 S MITCHELL DRIVE | TEMPE | AZ | 85281 | NONE | PC | CHARITABLE | $15,000 |
| THE ANTHONY RIZZO FAMILY FOUNDATION | |||||||
| 7670 NW 62ND WAY | PARKLAND | FL | 33067 | NONE | PC | CHARITABLE | $10,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | CHARITABLE | $8,000 |
| ARIZONA JEWISH HISTORICAL SOCIETY | |||||||
| 122 E CULVER STREET | PHOENIX | AZ | 85004 | NONE | PC | CHARITABLE | $6,600 |
| Everytown for Gun Safety Support Fund | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE | $8,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 4747 NORTH 7TH STREET SUITE 100 | PHOENIX | AZ | 85014 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,600 | 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 | $39,426 | 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 | -$42,472 | 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 | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$3,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,040 | 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 | $1 | 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 | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND INCOME TIMING ADJ | $165 |
| COST BASIS ADJUSTMENT | $179 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $1,394 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $670 | $670 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $93 | $93 | $0 |