PRIME HEALTH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PRIME HEALTH FOUNDATION (EIN 43-1057862)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202201259349101790
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T19:00:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431057862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME HEALTH FOUNDATION 10026400 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN WILSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,994,913 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,568,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,928 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,638 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $481,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472,745 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,285 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,643 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,643 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,329 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,582 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,747 | 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 | $1,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $713 | 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 | $2,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,358 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $111,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $417,449 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,042 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,530,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,629,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,801,871 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,729,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,822,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,994,913 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,729,515 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,822,908 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,729,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,822,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,729,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,822,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,729,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $245 | OtherIncreasesAmt |
| Subtotal | $3,830,877 | SubtotalAmt |
| Other Decreases | $7,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,822,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (202 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20000. HOST HOTELS & RESORTS LP DTD 8/9/2012 4.750% 3/1/2023 | 2017-06-20 | 2021-01-04 | $21,798 | $20,593 | $1,205 | $1,205 | |
| 41. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-01-14 | $10,102 | $8,239 | $1,863 | $1,863 | |
| 275. MERCK & CO. INC. | 2018-11-19 | 2021-01-14 | $22,587 | $21,031 | $1,556 | $1,556 | |
| 702. TWITTER INC | 2020-09-10 | 2021-01-14 | $32,048 | $23,228 | $8,820 | $8,820 | |
| 7219.6964 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-01-15 | $202 | $203 | -$1 | -$1 | |
| 6071.1108 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-01-15 | $127 | $127 | |||
| .5805 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-01-15 | |||||
| 1533.4811 GOVERNMENT NATIONAL MORGAGE ASSN DTD 7/1/2012 1.66736% 5/16/ | 2012-07-24 | 2021-01-19 | $66 | $66 | |||
| 7. ALPHABET INC | 2018-12-13 | 2021-02-11 | $14,571 | $7,494 | $7,077 | $7,077 | |
| 78. APPLE COMPUTER INC | 2016-02-11 | 2021-02-11 | $10,508 | $1,821 | $8,687 | $8,687 | |
| 360. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $27,421 | $20,328 | $7,093 | $7,093 | |
| 190. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $21,443 | $19,964 | $1,479 | $1,479 | |
| 7098.5024 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-02-16 | $121 | $122 | -$1 | -$1 | |
| 5945.8983 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-02-16 | $125 | $125 | |||
| .477 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-02-16 | |||||
| 1407.6223 GOVERNMENT NATIONAL MORGAGE ASSN DTD 7/1/2012 1.66736% 5/16/ | 2012-07-24 | 2021-02-16 | $126 | $126 | |||
| 31. ADOBE SYSTEMS INC | 2017-02-09 | 2021-03-15 | $13,767 | $3,612 | $10,155 | $10,155 | |
| 200. CVS CORPORATION | 2021-01-14 | 2021-03-15 | $14,939 | $15,027 | -$88 | -$88 | |
| 30. COSTAR GROUP INC | 2019-11-13 | 2021-03-15 | $25,071 | $16,919 | $8,152 | $8,152 | |
| 125. DOLLAR GENERAL CORP | 2019-02-14 | 2021-03-15 | $24,238 | $14,894 | $9,344 | $9,344 | |
| 6853.3076 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-03-15 | $245 | $246 | -$1 | -$1 | |
| 5822.908 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-03-15 | $123 | $123 | |||
| .3965 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-03-15 | |||||
| 25000. NORTHROP GRUMMAN CORP DTD 11/8/2010 3.500% 3/15/2021 | 2015-12-09 | 2021-03-15 | $25,000 | $25,000 | |||
| 1167.5458 GOVERNMENT NATIONAL MORGAGE ASSN DTD 7/1/2012 1.66736% 5/16/ | 2012-07-24 | 2021-03-16 | $240 | $240 | |||
| 953.289 DOUBLELINE TTL RTRN BND-I | 2013-01-24 | 2021-04-05 | $9,990 | $10,867 | -$877 | -$877 | |
| 3442.051 DRIEHAUS SMALL CAP GROW-INST | 2020-02-06 | 2021-04-05 | $92,281 | $55,555 | $36,726 | $36,726 | |
| 174. ISHARES INTERMEDIATE GOVERNM | 2016-08-30 | 2021-04-05 | $19,972 | $19,656 | $316 | $316 | |
| 836.12 MTRPLTN WST UNCONS BND-I | 2020-02-06 | 2021-04-05 | $9,992 | $10,000 | -$8 | -$8 | |
| 6211.18 RIVERPARK S/T HI YLD-INST | 2013-07-10 | 2021-04-05 | $60,062 | $62,048 | -$1,986 | -$1,986 | |
| 6506.1968 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-04-15 | $347 | $348 | -$1 | -$1 | |
| 5702.1035 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-04-15 | $121 | $121 | |||
| .3255 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-04-15 | |||||
| 41. FIVE BELOW | 2019-02-14 | 2021-04-15 | $8,067 | $5,343 | $2,724 | $2,724 | |
| 61. LULULEMON ATHLETICA INC | 2020-09-10 | 2021-04-15 | $19,859 | $19,282 | $577 | $577 | |
| 423.5648 GOVERNMENT NATIONAL MORGAGE ASSN DTD 7/1/2012 1.66736% 5/16/2 | 2012-07-24 | 2021-04-16 | $744 | $744 | |||
| 25000. ALTRIA GROUP INC DTD 5/5/2011 4.750% 5/5/2021 | 2015-12-09 | 2021-05-05 | $25,000 | $25,000 | |||
| 46. REGENERON PHARMACEUTICALS | 2021-01-14 | 2021-05-13 | $23,745 | $25,775 | -$2,030 | -$2,030 | |
| 58. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2021-05-13 | $15,432 | $13,574 | $1,858 | $1,858 | |
| 6251.2916 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-05-17 | $255 | $256 | -$1 | -$1 | |
| 5583.448 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-05-17 | $119 | $119 | |||
| .259 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-05-17 | |||||
| 11.876 GOVERNMENT NATIONAL MORGAGE ASSN DTD 7/1/2012 1.66736% 5/16/205 | 2012-07-24 | 2021-05-17 | $412 | $412 | |||
| 73. APPLE COMPUTER INC | 2016-02-11 | 2021-06-10 | $9,199 | $1,704 | $7,495 | $7,495 | |
| 37. DOCUSIGN INC | 2020-03-12 | 2021-06-10 | $8,951 | $2,448 | $6,503 | $6,503 | |
| 130. ECOLAB INC | 2018-09-13 | 2021-06-10 | $27,793 | $19,767 | $8,026 | $8,026 | |
| 53. HOME DEPOT INC | 2018-06-14 | 2021-06-10 | $16,336 | $10,552 | $5,784 | $5,784 | |
| 6036.3024 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-06-15 | $215 | $216 | -$1 | -$1 | |
| 5466.9058 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-06-15 | $117 | $117 | |||
| .222 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-06-15 | |||||
| 25000. GOVERNMENT NATIONAL MORGAGE ASSN DTD 7/1/2012 1.66736% 5/16/205 | 2012-07-24 | 2021-06-17 | $12 | $12 | |||
| 5872.2792 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-07-15 | $164 | $165 | -$1 | -$1 | |
| 5352.4415 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-07-15 | $114 | $114 | |||
| .192 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-07-15 | |||||
| 162. ACTIVISION BLIZZARD INC | 2020-03-12 | 2021-08-12 | $13,782 | $8,940 | $4,842 | $4,842 | |
| 145. BOEING CO | 2021-03-15 | 2021-08-12 | $34,519 | $33,594 | $925 | $925 | |
| 49. DISNEY WALT HOLDING CO | 2020-08-13 | 2021-08-12 | $8,783 | $6,443 | $2,340 | $2,340 | |
| 165. DISNEY WALT HOLDING CO | 2018-12-13 | 2021-08-12 | $29,576 | $18,698 | $10,878 | $10,878 | |
| 149. INTERCONTINENTAL EXCHANGE IN | 2021-01-14 | 2021-08-12 | $17,578 | $17,218 | $360 | $360 | |
| 214. MICRON TECHNOLOGY INC | 2021-04-15 | 2021-08-12 | $15,088 | $19,342 | -$4,254 | -$4,254 | |
| 5704.312 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-08-16 | $168 | $168 | |||
| 5240.021 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-08-16 | $112 | $112 | |||
| .1545 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-08-16 | |||||
| 1029. AMER CENT MID CAP VAL-I | 2013-09-27 | 2021-08-17 | $20,477 | $16,063 | $4,414 | $4,414 | |
| 4542.133 BLACKROCK EVNT DRVN EQ-INST | 2019-07-09 | 2021-08-17 | $44,377 | $44,377 | |||
| 3014.362 GOTHAM ABSOLUTE RETURN-INS | 2013-07-11 | 2021-08-17 | $51,696 | $36,594 | $15,102 | $15,102 | |
| 439. OAKMARK INTERNATIONAL-INST | 2013-09-27 | 2021-08-17 | $12,643 | $11,493 | $1,150 | $1,150 | |
| 2288. PRINCIPAL MIDCAP FUND-R6 | 2012-08-31 | 2021-08-17 | $96,302 | $34,750 | $61,552 | $61,552 | |
| 994. TRIBUTARY SMALL COMP-INST+ | 2020-04-29 | 2021-08-17 | $35,386 | $22,633 | $12,753 | $12,753 | |
| 588. VANGUARD DEV MKT INDX-ADM | 2015-07-21 | 2021-08-17 | $9,814 | $7,662 | $2,152 | $2,152 | |
| 5369.9468 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-09-15 | $334 | $335 | -$1 | -$1 | |
| 5129.61 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-09-15 | $110 | $110 | |||
| .126 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-09-15 | |||||
| 120. ABBVIE INC | 2020-05-14 | 2021-09-17 | $12,928 | $10,813 | $2,115 | $2,115 | |
| 92. ABBVIE INC | 2021-01-14 | 2021-09-17 | $9,911 | $10,294 | -$383 | -$383 | |
| 193. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-15 | 2021-09-17 | $27,799 | $27,043 | $756 | $756 | |
| 128. STARBUCKS CORP | 2020-06-11 | 2021-09-17 | $14,513 | $9,154 | $5,359 | $5,359 | |
| 40000. PACKAGING CORP OF AMERICA DTD 10/22/2013 4.500% 11/1/2023 | 2017-06-02 | 2021-10-08 | $43,204 | $41,138 | $2,066 | $2,066 | |
| 136. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $26,357 | $28,729 | -$2,372 | -$2,372 | |
| 119. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $39,114 | $16,749 | $22,365 | $22,365 | |
| 61. FEDEX CORP | 2020-10-15 | 2021-10-14 | $13,843 | $17,165 | -$3,322 | -$3,322 | |
| 36. BLOCK INC | 2021-08-12 | 2021-10-14 | $8,937 | $9,704 | -$767 | -$767 | |
| 670. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $30,181 | $30,828 | -$647 | -$647 | |
| 5072.506 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-10-15 | $297 | $298 | -$1 | -$1 | |
| 5021.1748 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-10-15 | $108 | $108 | |||
| .095 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-10-15 | |||||
| 2167.326 BLACKROCK EQTY DVDND-K | 2020-02-06 | 2021-11-11 | $50,564 | $45,557 | $5,007 | $5,007 | |
| 107. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $21,596 | $23,260 | -$1,664 | -$1,664 | |
| 59.995 VANGUARD INST INDEX-INST | 2020-05-18 | 2021-11-11 | $24,400 | $15,848 | $8,552 | $8,552 | |
| 183.87 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-11-15 | $184 | $184 | |||
| 106.49 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-11-15 | $106 | $106 | |||
| .02 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-11-15 | |||||
| 25000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-03-21 | 2021-11-15 | $25,000 | $25,000 | |||
| 75. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $14,995 | $18,338 | -$3,343 | -$3,343 | |
| 232. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $26,849 | $16,173 | $10,676 | $10,676 | |
| 70. TEXAS INSTRUMENTS INC | 2019-09-13 | 2021-12-09 | $13,607 | $9,099 | $4,508 | $4,508 | |
| 281.46 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-12-15 | $281 | $282 | -$1 | -$1 | |
| 104.58 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2021-12-15 | $105 | $105 | |||
| .02 FHR 3609 LA 4% 15 DEC 2024 | 2012-09-17 | 2021-12-15 | |||||
| 72.456 VANGUARD INST INDEX-INST | 2020-05-18 | 2021-12-20 | $29,000 | $18,866 | $10,134 | $10,134 | |
| 402. ISHARES INTERMEDIATE GOVERNM | 2019-07-26 | 2021-12-27 | $45,788 | $44,887 | $901 | $901 | |
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,332 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $363 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $363 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,440 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 | CO-TRUSTEE | 1 | $41,285 |
| EDNA RINDNER | ||||||
| 2915 W 93RD TERRACE | LEAWOOD | KS | 66206 | CO-TRUSTEE | 1 | $60,000 |
| 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 | $4,703,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,819,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,819,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,747,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,362 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,362 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,803 | TotalTaxAmt |
| Distributable Before Adj | $231,559 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,559 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,559 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,673 | 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 | $324,673 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $572,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,540 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $976,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,069,795 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $572,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $497,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,540 | ExcessFromYear4Amt |
| Excess From Year3 | $126,983 | ExcessFromYear3Amt |
| Excess From Year2 | $100,574 | ExcessFromYear2Amt |
| Excess From Year1 | $43,231 | ExcessFromYear1Amt |
| Excess From Current Year | $93,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY LINC INC | |||||||
| 4012 TROOST AVE | KANSAS CITY | KS | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $5,750 |
| KANSAS CITY COMMUNITY GARDENS | |||||||
| 6917 KENSINGTON | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 |
| ADHOC GROUP AGAINST CRIME | |||||||
| 3116 PROSPECT AVE | KANSAS CITY | MO | 64128 | NONE | PC | HEALTH PROGRAM/EVENT | $16,500 |
| MATTIE RHODES CENTER | |||||||
| 1740 JEFFERSON ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $26,000 |
| METRO LUTHERAN MINISTRY | |||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| CONNECTIONS TO SUCCESS | |||||||
| 3000 LITTLE HILLS EXPRESSWAY STE 1 | ST CHARLES | MO | 63301 | NONE | PC | HEALTH PROGRAM/EVENT | $11,500 |
| WELCOME HOUSE INC | |||||||
| 1991 LEE RD | CLEVELAND | OH | 44118 | NONE | PC | HEALTH PROGRAM/EVENT | $15,000 |
| UNITED INNER CITY SERVICES | |||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | HEALTH PROGRAM/EVENT | $15,000 |
| ROSE BROOKS CENTER INC | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | HEALTH PROGRAM/EVENT | $10,000 |
| SAVING KIDSIGHT | |||||||
| 10560 N AMBASSADOR DR STE 210 | KANSAS CITY | MO | 64153 | NONE | PC | HEALTH PROGRAM/EVENT | $5,000 |
| AMETHYST PLACE | |||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| KC CARE CLINIC | |||||||
| 3515 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $29,297 |
| REDISCOVER | |||||||
| 6801 E 117TH ST | KANSAS CITY | MO | 64134 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| NORTHLAND HEALTHCARE ACCESS | |||||||
| 5810 NW BARRY RD | KANSAS CITY | MO | 64154 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| NORTHLAND SHEPHERD'S CENTER | |||||||
| 5601 NE ANTIOCH RD | GLADSTONE | MO | 64119 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 |
| HOPE NETWORK | |||||||
| 3075 ORCHARD VISTA DR SE | GRAND RAPIDS | MI | 49546 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| ROSEDALE DEVELOPMENT ASSOCIATION | |||||||
| 1403 SOUTHWEST BLVD | KANSAS CITY | KS | 66103 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GRE | |||||||
| 3100 BROADWAY STREET SUITE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 |
| LAGOM DESIGN | |||||||
| 520 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $936 |
| MERCY & TRUTH MEDICAL MISSIONS INC | |||||||
| 721 NORTH 31ST STREET | KANSAS CITY | KS | 66102 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 |
| MARC COMMUNITY SERVICES CORPORATION | |||||||
| 25 INDUSTRIAL PARK RD | MIDDLETOWN | CT | 06457 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,483 | 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 | $91,882 | 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 | $386,928 | 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 | $2,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $481,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,448 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $6,329 | LegalFeesAmt |
| Net Investment Income | $1,582 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,747 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID - C/O | $25 |
| COST BASIS ADJUSTMENT | $7,944 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $2,358 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF FEES | Desc |
| Amt | $245 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $363 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $651 | $651 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $62 | $62 | $0 |