E KEMPER CARTER AND ANNA CURRY CARTER COMMUNITY MEMORIAL TRUST: Form 990PF, tax year 2021
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- Organization
- E KEMPER CARTER AND ANNA CURRY CARTER COMMUNITY MEMORIAL TRUST (EIN 43-6483356)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202201259349101935
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- 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 | 436483356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E KEMPER CARTER & ANNA CURRY CARTER COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CART | 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 | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2022-05-03 | 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 | 2022-05-03 | 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 | $20,138,950 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $366,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $359,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,319,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,094 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $24,817 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,794 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $403,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,699 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $138,604 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,302 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,302 | 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 | $10,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,805 | 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 | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $898,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $898,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,047,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $968,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$643,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,556 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $658,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $393,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $393,336 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $8,040,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,651,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,745,614 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,699,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,044,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,138,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,699,086 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,044,501 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,699,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,044,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,699,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,044,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,699,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$643,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $189 | OtherIncreasesAmt |
| Subtotal | $8,055,425 | SubtotalAmt |
| Other Decreases | $10,924 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,044,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2500. WELLS FARGO & CO | 2013-03-19 | 2021-01-15 | $80,968 | $94,092 | -$13,124 | -$13,124 | |
| 200000. APPLE INC DTD 2/23/2016 2.250% 2/23/2021 | 2016-04-08 | 2021-01-28 | $200,000 | $200,000 | |||
| 200000. STARBUCKS CORP DTD 2/4/2016 2.100% 2/4/2021 | 2016-04-14 | 2021-02-04 | $200,000 | $200,000 | |||
| 200000. WALT DISNEY COMPANY DTD 1/8/2016 2.300% 2/12/2021 | 2016-04-14 | 2021-02-12 | $200,000 | $200,000 | |||
| 200000. HOME DEPOT INC DTD 2/12/2016 2.000% 4/1/2021 | 2016-04-08 | 2021-03-01 | $200,000 | $200,000 | |||
| 83000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2018-01-22 | 2021-03-02 | $85,792 | $83,491 | $2,301 | $2,301 | |
| 3655. MARATHON OIL CORP | 2002-04-25 | 2021-04-22 | $38,223 | $21,631 | $16,592 | $16,592 | |
| 100000. ALTRIA GROUP INC DTD 5/5/2011 4.750% 5/5/2021 | 2018-04-30 | 2021-05-05 | $100,000 | $100,000 | |||
| 100000. JP MORGAN CHASE & CO DTD 5/10/2011 4.625% 5/10/2021 | 2018-04-30 | 2021-05-10 | $100,000 | $100,000 | |||
| 200. ORGANON & CO | 2019-07-26 | 2021-12-08 | $5,864 | $7,437 | -$1,573 | -$1,573 | |
| 100000. US BANCORP 2.625% 24 JAN 2022 | 2018-01-19 | 2021-12-23 | $100,000 | $99,717 | $283 | $283 | |
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,615 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,316 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,316 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,041 | OverpaymentAmt |
| Applied To ES Tax | $2,138 | AppliedToESTaxAmt |
| Refund | $1,903 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $138,604 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,757,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $864,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,621,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,621,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,342,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $917,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $917,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,275 | TotalTaxAmt |
| Distributable Before Adj | $912,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $922,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $922,849 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $968,102 | 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 | $968,102 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $922,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $552,837 | 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 | $968,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $552,837 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $415,265 | 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 | $507,584 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SYNERGY SERVICES INC | ||||||||
| 400 E 6TH ST | Parkville | MO | 64715 | NONE | PC | CHILDREN'S CENTER SHELTER | $100,000 | |
| JACKSON COUNTY CASA | ||||||||
| 2544 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | A SPACE TO THRIVE | $5,000 | |
| FRIENDS OF THE KASNAS CITY ZOO | ||||||||
| 6800 ZOO DR | KANSAS CITY | MO | 64132 | NONE | PC | KANSAS CITY ZOO AQUARIUM | $100,000 | |
| RESEARCH FOUNDATION | ||||||||
| 2316 E MEYER BLVD | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF VERDA'S PLACE | $15,000 | |
| VARIETY - THE CHILDRENS CHARITY | ||||||||
| 9400 N CONGRESS AVE | Kansas City | MO | 64153 | NONE | PC | PLAYGROUND AREA LEGENDS | $50,000 | |
| HOPE HOUSE | ||||||||
| PO BOX 577 | LEES SUMMIT | MO | 64063 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SLEEPYHEAD BEDS | ||||||||
| 5604 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | BEDS FOR KC KIDS | $10,000 | |
| SETON CENTER FAMILY & HEALTH | ||||||||
| 2816 EAST 23RD STREET | KANSAS CITY | MO | 64127 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | SERVICES |
| MAKE A WISH MISSOURI | ||||||||
| 13523 BARRETT PARKWAY DR STE 241 | BALLWIN | MO | 63021 | NONE | PC | FOR A WISH REQUEST | $10,000 | ATTN NIKKI SPENCER |
| CHILD PROTECTION CENTER | ||||||||
| 3101 BROADWAY ST 750 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CENTER FOR DEVELOPMENTALLY DISABLED | ||||||||
| 9150 E 41ST TERRACE | KANSAS CITY | MO | 64133 | NONE | PC | CAPITAL CAMPAIGN | $15,000 | ATTN SARAH MUDD |
| ST MICHAEL'S VETERANS CENTER | ||||||||
| 3818 CHELSEA DR | KANSAS CITY | MO | 64128 | NONE | PC | SERVICES TO VETERANS | $100,000 | ATTN SUSAN ENGEL |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | VETERAN SUPPORT SERVICES | $25,000 | ATTN SARA LOAR |
| THE CHOSEN & DEARLY LOVED FDN | ||||||||
| 16301 NE 8TH ST SUITE 201 | Bellevue | WA | 98008 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PHOENIX FAMILY HOUSING | ||||||||
| 3908 WASHINGTON ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRIENDS OF HISTORIC BOONVILLE | ||||||||
| 614 E MORGAN ST | BOONVILLE | MO | 65233 | NONE | PC | MISSOURI RIVER FESTIVAL OF | $500 | |
| STARLIGHT THEATRE | ||||||||
| 4600 STARLIGHT RD | KASNAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DENVER ACTIVE 20-30 | ||||||||
| 8275 E 11TH AVE 202684 | DENVER | CO | 80220 | NONE | PC | CHRISTMAS FOR KIDS PROJECT | $5,000 | |
| Hillcrest Ministries of Mid-America Inc | ||||||||
| PO BOX 901924 | Kansas City | MO | 64190 | NONE | PC | TRANSITIONAL HOUSING | $10,000 | |
| KC Mothers-In-Charge | ||||||||
| 3200 WAYNE AVE STE 124 | Kansas City | MO | 64109 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SafeHome | ||||||||
| PO BOX 4563 | Overland Park | KS | 66204 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| North Kansas City Schools- Education | ||||||||
| 2000 NE 46TH ST | Kansas City | MO | 64116 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | Foundation |
| Lazarus Ministries at Grand Avenue Temp | ||||||||
| PO BOX 22450 | Kansas City | MO | 64113 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Hope Network of Raytown | ||||||||
| 10500 E 350 HIGHWAY | Raytown | MO | 64138 | NONE | PC | EMERGENCY ASSISTANCE | $10,000 | |
| Alliance for Choice in Education | ||||||||
| 5251 DTC PARKWAY SUITE 1150 | Greenwood Village | CO | 80111 | NONE | PC | ACE SCHOLARSHIPS | $25,000 | |
| United WE | ||||||||
| 2100 CENTRAL ST 11E | Kansas City | MO | 64108 | NONE | PC | RESEARCH WOMEN ECONOMIC | $15,000 | |
| Pathways to Hope | ||||||||
| 13830 SANTA FE TRAIL DR 110 | Lenexa | KS | 66215 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Kansas University Endowment Association | ||||||||
| 1891 CONSTANT AVE | Lawrence | KS | 66047 | NONE | PC | BLACK MEDICAL STUDENT | $10,000 | |
| State Fair Community College | ||||||||
| 3201 W 16TH ST | Sedalia | MO | 65301 | NONE | PC | OLEN HOWARD WORKFORCE INNOV | $10,000 | |
| Heart of America Shakespeare Festival | ||||||||
| 3732 MAIN STREET | Kansas City | MO | 64111 | NONE | PC | 2022 SEASON GEN OPS SUPPORT | $20,000 | |
| Jefferson City Parks and Recreation | ||||||||
| 1299 LAFAYETTE ST | Jefferson City | MO | 65101 | NONE | PC | BICENTENNIAL BRIDGE TO THE | $50,000 | |
| Welcome House | ||||||||
| 1414 E 27TH ST | Kansas City | MO | 64108 | NONE | PC | RECOVERY LIFE CAPITAL | $50,000 | |
| Swope Health Foundation | ||||||||
| 3801 BLUE PARKWAY | Kansas City | MO | 64130 | NONE | PC | PACE KC ADULT WELLNESS | $25,000 | |
| River of Refuge | ||||||||
| 5155 RAYTOWN RD 101 | Kansas City | MO | 64130 | NONE | PC | TRANSITIONAL HOUSING | $25,000 | |
| Kansas City Girls Preparatory Academy | ||||||||
| 5000 EAST 17TH STREET | Kansas City | MO | 64127 | NONE | PC | READY TO LEAD CAPITAL | $25,000 | |
| Kansas City Teacher Residency Inc | ||||||||
| 415 DELAWARE ST 4E | Kansas City | MO | 64105 | NONE | PC | KCTR PREP DEVELOPMENT FOR | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $898,000 | 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 | $366,022 | 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 | $13,094 | 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 | PARTNERSHIP INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $24,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $403,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $403,933 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $28 |
| RECOVERY OF CHARITABLE GRANT | $10,000 |
| REVERSAL OF DIVIDEND | $896 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEE | $19 | $19 | $0 |
| MISCELLANEOUS FEE | $17 | $17 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $24,817 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,794 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| CORPORATE ACTION ADJUSTMENT | $188 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,805 | $1,805 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $16 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $8,522 | $0 | $0 |