C & R SCHAUF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- C & R SCHAUF FOUNDATION (EIN 75-3047191)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202541299349100444
- Schema version
- 2024v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T09:50:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742842755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | RUSSELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67665 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753047191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & R SCHAUF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | %UMB BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&RS | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-05-08 | 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 | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,726,153 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $522,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $185,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,257 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,629 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,497 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,804 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,804 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $442 | CashBOYAmt |
| Cash EOY | $447 | CashEOYAmt |
| Cash EOYFMV | $447 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $123,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,947 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $381,696 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $429,636 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $383,901 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $416,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $527,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,077 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,252 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $652,949 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $602,773 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $591,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $606,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $708,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,220,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,265,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,726,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,464,957 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,464,957 | CapitalStockEOYAmt |
| Retained Earning BOY | -$244,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$199,656 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,220,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,265,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,220,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,265,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,220,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,157 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,265,301 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,265,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (69 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS INC | P | 2023-11-09 | 2024-04-11 | $4,370 | $5,211 | -$841 | -$841 |
| GENERAL DYNAMICS CORP | P | 2024-01-11 | 2024-12-06 | $12,199 | $11,271 | $928 | $928 |
| MCKESSON HBOC INC | P | 2022-10-13 | 2024-08-15 | $7,100 | $4,610 | $2,490 | $2,490 |
| PALANTIR TECHNOLGOIES | P | 2024-03-26 | 2024-11-14 | $4,823 | $2,039 | $2,784 | $2,784 |
| UNITED HEALTH GROUP | P | 2018-07-11 | 2024-04-11 | $10,213 | $5,218 | $4,995 | $4,995 |
| CHAMPLAIN MID CAP | P | 2022-12-15 | 2024-03-27 | $21,821 | $16,569 | $5,252 | $5,252 |
| IDEXX LABORATORIES CORP | P | 2024-02-15 | 2024-05-09 | $5,521 | $6,251 | -$730 | -$730 |
| MCKESSON HBOC INC | P | 2023-10-12 | 2024-10-10 | $3,044 | $2,763 | $281 | $281 |
| PALANTIR TECHNOLGIES | P | 2024-03-26 | 2024-12-23 | $4,661 | $1,460 | $3,201 | $3,201 |
| VERTEX PHARMACEUTICALS | P | 2022-09-16 | 2024-02-15 | $5,950 | $4,037 | $1,913 | $1,913 |
| ALPHABET INC | P | 2015-08-13 | 2024-02-28 | $7,080 | $1,785 | $5,295 | $5,295 |
| INTUIT INC | P | 2019-01-10 | 2024-02-15 | $5,306 | $1,641 | $3,665 | $3,665 |
| MCKESSON HBOC INC | P | 2022-10-13 | 2024-10-10 | $7,611 | $5,316 | $2,295 | $2,295 |
| PALO ALTO NETWORKS | P | 2022-06-10 | 2024-02-15 | $2,930 | $1,326 | $1,604 | $1,604 |
| VERTEX PHARMACEUTICALS | P | 2022-06-10 | 2024-03-26 | $11,287 | $7,024 | $4,263 | $4,263 |
| AMERICAN TOWER CORP | P | 2024-01-11 | 2024-05-09 | $7,275 | $8,092 | -$817 | -$817 |
| INTUIT INC | P | 2019-01-10 | 2024-02-28 | $3,956 | $1,231 | $2,725 | $2,725 |
| MERCK & CO | P | 2024-03-26 | 2024-09-13 | $7,724 | $8,417 | -$693 | -$693 |
| PALO ALTO NETWORKS | P | 2022-06-10 | 2024-02-28 | $4,101 | $2,155 | $1,946 | $1,946 |
| VERTIV HOLDINGS | P | 2024-05-09 | 2024-07-30 | $3,844 | $5,207 | -$1,363 | -$1,363 |
| AXON ENTERPRISE INC | P | 2024-02-15 | 2024-12-06 | $5,519 | $2,180 | $3,339 | $3,339 |
| INTUIT INC | P | 2019-01-10 | 2024-09-12 | $7,051 | $2,256 | $4,795 | $4,795 |
| MICROSOFT CORP | P | 2023-04-13 | 2024-09-12 | $6,816 | $4,628 | $2,188 | $2,188 |
| PALO ALTO NETWORKS | P | 2021-09-17 | 2024-03-26 | $13,099 | $7,374 | $5,725 | $5,725 |
| WALMART STORES | P | 2023-08-10 | 2024-12-06 | $5,266 | $2,937 | $2,329 | $2,329 |
| BANK OF AMERICA CORP | P | 2024-04-11 | 2024-10-10 | $4,703 | $4,315 | $388 | $388 |
| INTUIT INC | P | 2019-01-10 | 2024-10-10 | $6,794 | $2,256 | $4,538 | $4,538 |
| MICROSOFT CORP | P | 2018-04-12 | 2024-10-10 | $9,550 | $3,967 | $5,583 | $5,583 |
| PEPSICO INC | P | 2022-01-13 | 2024-10-10 | $6,713 | $6,803 | -$90 | -$90 |
| ACCENTURE | P | 2018-09-13 | 2024-05-09 | $10,385 | $5,858 | $4,527 | $4,527 |
| BOEING CO | P | 2022-11-10 | 2024-01-08 | $16,515 | $12,875 | $3,640 | $3,640 |
| IRON MOUNTAIN INC | P | 2024-05-09 | 2024-12-23 | $5,740 | $4,351 | $1,389 | $1,389 |
| MONDELEZ INTERNATIONAL | P | 2024-02-28 | 2024-07-30 | $7,439 | $8,134 | -$695 | -$695 |
| PFIZER INC | P | 2024-07-30 | 2024-11-14 | $7,285 | $8,719 | -$1,434 | -$1,434 |
| PENTAIR PLB | P | 2023-07-13 | 2024-06-26 | $5,879 | $5,281 | $598 | $598 |
| BOOKING HOLDINGS INC | P | 2023-03-09 | 2024-03-26 | $14,611 | $10,064 | $4,547 | $4,547 |
| LILLY ELI & COMPANY | P | 2022-03-10 | 2024-11-14 | $8,702 | $2,927 | $5,775 | $5,775 |
| MORGAN STANLEY DEAN WITTER & CO | P | 2022-08-11 | 2024-02-15 | $4,978 | $4,868 | $110 | $110 |
| SCHLUMBERGER LTD | P | 2023-04-13 | 2024-02-28 | $11,116 | $12,931 | -$1,815 | -$1,815 |
| CHUBB LTD | P | 2024-03-26 | 2024-11-14 | $5,433 | $4,884 | $549 | $549 |
| CHIPOTLE MEXICAN GRILL | P | 2023-08-10 | 2024-07-30 | $10,520 | $7,384 | $3,136 | $3,136 |
| LILLY ELI & COMPANY | P | 2022-02-10 | 2024-12-23 | $4,753 | $1,434 | $3,319 | $3,319 |
| MORGAN STANLEY DEAN WITTER & CO | P | 2020-11-13 | 2024-04-11 | $3,639 | $2,393 | $1,246 | $1,246 |
| SERVICENOW INC | P | 2023-01-30 | 2024-02-15 | $5,475 | $3,102 | $2,373 | $2,373 |
| CHAPLAIN MID CAP FUND INST | P | 2023-12-18 | 2024-03-27 | $64 | $57 | $7 | $7 |
| COSTCO WHOLESALE CORP | P | 2020-06-11 | 2024-12-06 | $9,935 | $3,191 | $6,744 | $6,744 |
| NUANCE MID CAP VALUE | P | 2016-11-21 | 2024-03-27 | $19,357 | $17,289 | $2,068 | $2,068 |
| NETFLIX COM | P | 2022-12-15 | 2024-01-11 | $7,904 | $4,650 | $3,254 | $3,254 |
| SERVICENOW INC | P | 2023-01-30 | 2024-02-28 | $2,280 | $1,330 | $950 | $950 |
| CROWDSTRIKE HOLDINGS INC | P | 2024-03-26 | 2024-07-30 | $4,645 | $6,621 | -$1,976 | -$1,976 |
| MARATHON PETROLEUM CORP | P | 2024-02-28 | 2024-06-13 | $4,251 | $4,183 | $68 | $68 |
| NUCOR COPR | P | 2021-08-12 | 2024-06-13 | $4,771 | $3,895 | $876 | $876 |
| SERVICENOW INC | P | 2023-05-11 | 2024-02-28 | $2,280 | $1,355 | $925 | $925 |
| DEERE & CO | P | 2021-10-14 | 2024-01-11 | $7,828 | $6,573 | $1,255 | $1,255 |
| MARATHON PETROLEUM CORP | P | 2024-02-28 | 2024-10-10 | $7,931 | $8,031 | -$100 | -$100 |
| NUCOR CORP | P | 2023-10-12 | 2024-08-15 | $1,161 | $1,193 | -$32 | -$32 |
| SIMON PROPERTY GROUP | P | 2017-11-06 | 2024-02-01 | $25,000 | $25,000 | ||
| DISNEY WALT HOLDINGS | P | 2024-03-26 | 2024-06-13 | $3,587 | $4,334 | -$747 | -$747 |
| MARRIOTT INTERNATIONAL INC | P | 2023-06-15 | 2024-02-28 | $4,477 | $3,185 | $1,292 | $1,292 |
| NUCOR CORP | P | 2021-08-12 | 2024-08-15 | $3,919 | $3,392 | $527 | $527 |
| SYNOPSYS | P | 2023-10-12 | 2024-07-30 | $8,934 | $8,447 | $487 | $487 |
| EXTRA SPACE STROAGE | P | 2024-08-15 | 2024-11-14 | $4,411 | $4,520 | -$109 | -$109 |
| MARRIOTT INTERNATIONAL INC | P | 2023-06-15 | 2024-08-15 | $8,465 | $6,724 | $1,741 | $1,741 |
| NVIDIA CORP | P | 2020-05-14 | 2024-04-11 | $6,303 | $559 | $5,744 | $5,744 |
| TESLA INC | P | 2021-03-15 | 2024-02-15 | $7,155 | $8,508 | -$1,353 | -$1,353 |
| EXXON MOBIL CORP | P | 2024-04-11 | 2024-12-23 | $7,285 | $8,410 | -$1,125 | -$1,125 |
| MARTIN MARIETTA MATERIALS | P | 2024-06-13 | 2024-09-12 | $4,120 | $4,542 | -$422 | -$422 |
| OREILLY AUTOMOTIVE | P | 2020-05-14 | 2024-06-13 | $4,997 | $1,977 | $3,020 | $3,020 |
| US BANKCORP | P | 2017-10-12 | 2024-01-30 | $25,000 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,641 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,473 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,309 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,309 | SubtotalAmt |
| Tax Based On Investment Income | $2,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,572 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,572 | TotalPaymentsAndCreditsAmt |
| Tax Due | $737 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | 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 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA GUDENKAUF | ||||||||
| PO BOX 631 | RUSSELL | KS | 67665 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| UMB BANK | ||||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CORPORATE TR | 5.00 | $31,257 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,579,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,690,898 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,690,898 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,650,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,309 | TotalTaxAmt |
| Distributable Before Adj | $130,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,933 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $120,933 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,803 | UndistributedIncomePYAmt |
| Qualifying Distributions | $120,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,803 | AppliedToYear1Amt |
| Applied To Current Year | $18,130 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $112,088 | UndistributedIncomeCYAmt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTON CO COMMUNITY COLLEGE | ||||||
| 245 NE 30 RD | GREAT BEND | KS | 67530 | PC | SCHOLARSHIPS | $34,268 |
| FORT HAYS STATE UNIVERSITY | ||||||
| 600 PARK STREET | HAYS | KS | 67601 | PC | SCHOLARSHIPS | $34,268 |
| KANSAS WESLEYAN UNIVERSITY | ||||||
| 100 E CLAFLIN AVENUE SUIT | SALINA | KS | 67401 | PC | SCHOLARSHIPS | $34,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,804 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,574 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $125,641 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $185,215 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,215 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME USED TO PROVIDE GRANTS |
| 4 | INCOME USED TO PROVIDE GRANTS |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD INTERMEDIATE BOND FUND | $52,125 | $51,822 |
| FIXED INCOME SECURITIES CORPORATE BO | $365,963 | $340,528 |
| ISHARES CORE US AGGREGATE | $50,060 | $44,186 |
| ISHARES IBOXX INVESTEMENT GRADE CO | $50,031 | $44,125 |
| ISHARES MBS ETF | $69,767 | $61,701 |
| METWEST UNCONSTAINED BOND FUND CLASS | $30,985 | $26,637 |
| RIVERPARK STRATEGIC INCOME | $34,018 | $33,774 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $527,145 | EOYBookValueAmt |
| EOYFMV | $982,077 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $429,636 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $383,901 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHAMPLAIN MID CAP I | AT COST | ||
| VANGUARD DEV MARK INDEX | AT COST | $119,280 | $150,368 |
| FIDELITY MID CAP INDEX | AT COST | $89,405 | $101,077 |
| MFS INSTITUTIONAL TRUST | AT COST | $118,471 | $154,341 |
| NUANCE MID CAP VALUE | AT COST | ||
| SEAFARER OVERSEAS GROWTH & INCOME FD | AT COST | $96,215 | $84,035 |
| TRIBUTARY SMALL CO INSTITUTIONAL | AT COST | $98,948 | $107,107 |
| VANGUARD 500 INDEX | AT COST | $47,726 | $63,993 |
| VANGUARD SMALL CAP INDEX | AT COST | $36,132 | $47,087 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF ESTIMATED TAX | $1,572 | $1,572 |
| FOREIGN TAXES | $730 | $730 |
| 990-PF FEDERAL INCOME TAX | $1,195 | $1,195 |