RALPH L SMITH FOUNDATION 13952400: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RALPH L SMITH FOUNDATION 13952400 (EIN 44-6008508)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202211259349101696
- 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 | 446008508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH L SMITH FOUNDATION 13952400 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | 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 | 2022-05-04 | 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 | 2022-05-04 | 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 | $25,838,164 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $168,208 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,208 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,988,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,802,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,988,124 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,078 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,160,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,156,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,201 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,801 | 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 | $32,700 | TaxesRevAndExpnssAmt |
| 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 | $98,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,810 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $194,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,601 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,314,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,145,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $845,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,020,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $649,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $385,376 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $385,376 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,525,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,634,647 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,452,788 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,174,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,020,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,838,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,174,795 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,020,023 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,174,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,020,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,174,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,020,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,174,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $845,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $239 | OtherIncreasesAmt |
| Subtotal | $11,020,882 | SubtotalAmt |
| Other Decreases | $859 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,020,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250. DANAHER CORP | 2012-12-27 | 2021-01-05 | $57,090 | $4,892 | $52,198 | $52,198 | |
| 150. PAYPAL HOLDINGS INC | 2013-05-16 | 2021-01-05 | $35,115 | $4,998 | $30,117 | $30,117 | |
| 150. PAYPAL HOLDINGS INC | 2013-06-14 | 2021-01-05 | $35,115 | $4,544 | $30,571 | $30,571 | |
| 250. RESMED INC | 2012-12-27 | 2021-01-05 | $53,736 | $5,479 | $48,257 | $48,257 | |
| 1000. VONTIER CORP | 2018-08-20 | 2021-01-14 | $35,800 | $14,715 | $21,085 | $21,085 | |
| 820. VONTIER CORP | 2018-08-20 | 2021-01-14 | $29,356 | $13,968 | $15,388 | $15,388 | |
| 24510.7925 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-01-15 | $828 | $976 | -$148 | -$148 | |
| 24510.7925 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-01-15 | $828 | $828 | $828 | ||
| 200. ANSYS INC | 2012-12-27 | 2021-01-19 | $73,954 | $4,702 | $69,252 | $69,252 | |
| 200. DANAHER CORP | 2012-12-27 | 2021-01-19 | $47,599 | $4,113 | $43,486 | $43,486 | |
| 200. PAYPAL HOLDINGS INC | 2013-06-14 | 2021-01-19 | $48,779 | $6,059 | $42,720 | $42,720 | |
| 250. PAYPAL HOLDINGS INC | 2013-05-16 | 2021-01-19 | $60,974 | $8,329 | $52,645 | $52,645 | |
| 965. FACTSET RESEARCH SYSTEMS INC | 2013-08-21 | 2021-01-27 | $301,152 | $102,655 | $198,497 | $198,497 | |
| 750. FACTSET RESEARCH SYSTEMS INC | 2013-08-21 | 2021-01-27 | $234,056 | $79,784 | $154,272 | $154,272 | |
| 250. PROTO LABS INC | 2014-06-03 | 2021-01-27 | $61,154 | $16,518 | $44,636 | $44,636 | |
| 200. PROTO LABS INC | 2013-03-22 | 2021-01-27 | $48,923 | $9,394 | $39,529 | $39,529 | |
| 23679.075 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-02-16 | $832 | $832 | $832 | ||
| 23679.075 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-02-16 | $832 | $981 | -$149 | -$149 | |
| 250. PAYPAL HOLDINGS INC | 2013-05-16 | 2021-03-05 | $58,922 | $8,329 | $50,593 | $50,593 | |
| 500. PAYPAL HOLDINGS INC | 2013-06-14 | 2021-03-05 | $117,844 | $14,696 | $103,148 | $103,148 | |
| 250. DANAHER CORP | 2012-12-27 | 2021-03-15 | $54,435 | $4,892 | $49,543 | $49,543 | |
| 200. DANAHER CORP | 2012-12-27 | 2021-03-15 | $43,548 | $4,113 | $39,435 | $39,435 | |
| 22843.545 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-03-15 | $836 | $836 | $836 | ||
| 22843.545 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-03-15 | $836 | $985 | -$149 | -$149 | |
| 150. ADOBE SYSTEMS INC | 2012-12-27 | 2021-03-16 | $67,552 | $4,573 | $62,979 | $62,979 | |
| 100. ADOBE SYSTEMS INC | 2012-12-27 | 2021-03-16 | $45,035 | $2,905 | $42,130 | $42,130 | |
| 200. MICROSOFT CORP | 2012-12-27 | 2021-03-16 | $47,466 | $1,489 | $45,977 | $45,977 | |
| 200. MICROSOFT CORP | 2012-12-27 | 2021-03-16 | $47,466 | $3,607 | $43,859 | $43,859 | |
| 200. QUALCOMM INC | 2018-01-05 | 2021-03-16 | $26,634 | $13,031 | $13,603 | $13,603 | |
| 200. QUALCOMM INC | 2018-01-05 | 2021-03-16 | $26,634 | $13,053 | $13,581 | $13,581 | |
| 250. STARBUCKS CORP | 2012-12-27 | 2021-03-16 | $27,805 | $2,324 | $25,481 | $25,481 | |
| 150. ANSYS INC | 2012-12-27 | 2021-03-22 | $50,386 | $4,114 | $46,272 | $46,272 | |
| 200. ANSYS INC | 2012-12-27 | 2021-03-22 | $67,182 | $4,702 | $62,480 | $62,480 | |
| 22004.1825 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-04-15 | $839 | $990 | -$151 | -$151 | |
| 22004.1825 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-04-15 | $839 | $839 | $839 | ||
| 4200. ISHARES 3-7 YEAR TREASURY BO | 2020-03-09 | 2021-05-13 | $547,803 | $542,520 | $5,283 | $5,283 | |
| 4500. ISHARES 3-7 YEAR TREASURY BO | 2020-03-09 | 2021-05-13 | $586,932 | $574,740 | $12,192 | $12,192 | |
| 21160.975 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-05-17 | $843 | $994 | -$151 | -$151 | |
| 21160.975 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-05-17 | $843 | $843 | $843 | ||
| 20313.905 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-06-15 | $847 | $999 | -$152 | -$152 | |
| 20313.905 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-06-15 | $847 | $847 | $847 | ||
| 1500. FASTENAL CO | 2014-10-16 | 2021-06-24 | $77,484 | $30,797 | $46,687 | $46,687 | |
| 19462.95 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-07-15 | $851 | $1,004 | -$153 | -$153 | |
| 19462.95 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-07-15 | $851 | $851 | $851 | ||
| 18608.095 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-08-16 | $855 | $1,008 | -$153 | -$153 | |
| 18608.095 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-08-16 | $855 | $855 | $855 | ||
| 500. RESMED INC | 2012-12-27 | 2021-08-20 | $142,676 | $10,232 | $132,444 | $132,444 | |
| 500. RESMED INC | 2012-12-27 | 2021-08-20 | $142,676 | $10,268 | $132,408 | $132,408 | |
| 17749.3225 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-09-15 | $859 | $1,013 | -$154 | -$154 | |
| 17749.3225 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-09-15 | $859 | $859 | $859 | ||
| 16886.6125 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-10-15 | $863 | $1,017 | -$154 | -$154 | |
| 16886.6125 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-10-15 | $863 | $863 | $863 | ||
| 25. ALPHABET INC | 2012-12-27 | 2021-10-21 | $70,551 | $7,142 | $63,409 | $63,409 | |
| 250. DANAHER CORP | 2012-12-27 | 2021-10-21 | $77,560 | $5,141 | $72,419 | $72,419 | |
| 50. MICROSOFT CORP | 2012-12-27 | 2021-10-21 | $15,472 | $372 | $15,100 | $15,100 | |
| 2000. ISHARES INTERMEDIATE GOVERNM | 2019-08-05 | 2021-10-26 | $228,492 | $226,180 | $2,312 | $2,312 | |
| 1500. FASTENAL CO | 2013-05-08 | 2021-10-29 | $84,695 | $32,908 | $51,787 | $51,787 | |
| 866.66 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-11-15 | $867 | $867 | $867 | ||
| 866.66 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-11-15 | $867 | $879 | -$12 | -$12 | |
| 870.64 GN 686884 5% 15 MAY 2023 | 2013-01-11 | 2021-12-15 | $871 | $871 | $871 | ||
| 870.64 GN 686884 5% 15 MAY 2023 | 2012-12-28 | 2021-12-15 | $871 | $882 | -$11 | -$11 | |
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,695 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,988,124 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,348 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,348 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,266 | OverpaymentAmt |
| Applied To ES Tax | $12,266 | 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 | Yes (true) | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | TRUSTEE | 20 | $62,002 |
| PAUL N DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| ELIZABETH SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| SUZANNE D BIRKANS CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| 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 | $23,985,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $895,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,880,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,880,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $373,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,507,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,225,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,225,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,082 | TotalTaxAmt |
| Distributable Before Adj | $1,197,299 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,197,299 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,197,299 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,145,851 | 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 | $1,145,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,197,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,095 | 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 | $1,145,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,130,756 | 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 | $66,543 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI FEEK - UMB N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF NO MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS- ATTACHMENTS TO BE DETERMINED UPON INITIAL TELEPHONE CALL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND ELEEMOSYNARY PURPOSES FOR THE BENEFIT OF THE PUBLIC | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 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 |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHER SISTER OF GR LOS ANGELES | ||||||||
| 11755 WILSHIRE BLVD SUITE 1670 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| ORME SCHOOL | ||||||||
| HC 63 BOX 3040 | ORME | AZ | 86333 | NONE | PC | SUPPORT OF CHARITABLE | $60,000 | ATTN BRUCE SANBORN |
| MUST MINISTRIES | ||||||||
| 1280 FIELD PKWY | MARIETTA | GA | 30066 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 | |
| ACHILLES INTERNATIONAL INC | ||||||||
| 42 WEST 38TH ST 4TH FLOOR | New York | NY | 10018 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| TABLE ON DELK | ||||||||
| 2555 DELK RD SE | MARIETTA | GA | 30066 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| SAMARITAN'S FEET | ||||||||
| 808 CHESAPEACKE DR | CHARLOTTE | NC | 28216 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| 408 CORNELL HALL | COLUMBIA | MO | 65211 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| TMC BEHAVIORAL HEALTH SERVICES | ||||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| TUNNEL TO TOWERS | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| NORTHWEST CLASSICAL ACADEMY | ||||||||
| 3010 COBB PKWY N | KENNESAW | GA | 30152 | NONE | PC | SUPPORT OF CHARITABLE | $6,000 | |
| CHERRY CREEK SCHOOLS FOUNDATION | ||||||||
| 4700 S YOSEMITE ST UNIT 139 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| TEAM RUBICON | ||||||||
| 214 MAIN STREET | EL SEGUNDO | CA | 90245 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| VALUE UNCONDITIONAL | ||||||||
| 2703 MEADOW RIDGE | SAINT JOSEPH | MO | 64504 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| GREAT PLAINS SPCA | ||||||||
| 5424 ANTIOCH DR | MERRIAM | KS | 66202 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| ST ANN SCHOOL | ||||||||
| 7231 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | Chicago | IL | 606017633 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| SAINT RAPHAEL CATHOLIC SCHOOL | ||||||||
| 924 W 70TH STREET | LOS ANGELES | CA | 90044 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | ATTN ALLISON JORDAN |
| ADIRONDACK HISTORICAL ASSOCIATION | ||||||||
| 9097 STATE ROUTE 30 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| CROHNS AND COLITIS FOUNDATION | ||||||||
| 733 THIRD AVE SUITE 510 | New York | NY | 10017 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 | |
| CRISTO REY KANSAS CITY | ||||||||
| 211 WEST LINWOOD BOULEVARD | Kansas City | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| THE CENTER AT BLESSED SACRAMENT | ||||||||
| 6636 SELMA AVE | LOS ANGELES | CA | 90028 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| KC HEALTHY KIDS | ||||||||
| 650 MINNESOTA AVENUE | Kansas City | MO | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| HOSPICE AND PALLIATIVE CARE SERVICES OF | ||||||||
| 172 EAST KING ROAD | ITHACA | NY | 14850 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | TOMPKINS COUNT INC |
| TUCSON BOTANICAL GARDENS | ||||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | ATTN MARKLEIGH SWASON |
| KANSAS POLICY INSTITUTE | ||||||||
| 250 NORTH WATER ST SUITE 216 | WICHITA | KS | 67202 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | C/O DAVE TRABERT CEO |
| FAMILY PROMISE OF LAWRENCE | ||||||||
| 905 TENNESSEE ST | LAWRENCE | KS | 66044 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 | |
| POLICE FOUNDATION OF KANSAS CITY | ||||||||
| PO BOX 25198 | Kansas City | MO | 64119 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| MIKE ROWE WORKS FOUNDATION | ||||||||
| 1207 4TH STREET PH 1 | SANTA MONICA | CA | 904011340 | NONE | PC | SUPPORT OF CHARITABLE | $12,500 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| GAMMA MU FOUNDATION | ||||||||
| PO BOX 23520 | FORT LAUDERDALE | FL | 333073529 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | ATTN JOHN ELLIS |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST | Kansas City | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BOULEVARD | Kansas City | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| VITAE FOUNDATION | ||||||||
| PO BOX 791 | JEFFERSON CITY | MO | 65102 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| GREATER KC COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | FREDERICK S LEE HETERODOX | $3,000 | |
| HARVESTERS THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| UNBOUND | ||||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| BISHOP MIEGE HIGH SCHOOL FOUNDATION | ||||||||
| 5041 REINHARDT DR | SHAWNEE MSN | KS | 66205 | NONE | PC | 2021 FUND-A-NEED PROGRAM | $10,000 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $1,500 | |
| CONNECTIONS TO SUCCESS | ||||||||
| 3000 LITTLE HILLS EXPRESSWAY NO1 | ST CHARLES | MO | 633013724 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| KAUFFMAN CENTER FOR PERFORMING ARTS | ||||||||
| 1601 BROADWAY | Kansas City | MO | 64208 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| FRONT PORCH ALLIANCE | ||||||||
| 3210 MICHIGAN | Kansas City | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| BOYS & GIRLS CLUBS - GREATER KANSAS | ||||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | PROGRAM SUPPORT | $7,500 | CITY |
| THE GREATER KANSAS CITY COMMUNITY FND | ||||||||
| 3100 BROADWAY SUITE 1020 | Kansas City | MO | 64111 | NONE | PC | RLS ILLUMINATION DONOR | $170,000 | |
| YMCA | ||||||||
| 8205 W 108TH TERRACE | OVERLAND PARK | KS | 66210 | NONE | PC | SUPPORT OF CHARITABLE | $6,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | Kansas City | MO | 64129 | NONE | PC | SUPPORT OF CHARITABLE | $7,000 | OF COBB WEST / SOUTH |
| TRUMAN MEDICAL CENTER CHARITABLE | ||||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | FOUNDATION |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| TOGETHER RISING | ||||||||
| 800 WEST BROAD ST 6409 | FALLS CHURCH | VA | 22040 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| THE LOFT CINEMA | ||||||||
| 3233 E SPEEDWAY BLVD | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | |
| BLUFORD HEALTHCARE LEADERSHIP INST | ||||||||
| 7900 LEES SUMMIT RD | KANSAS CITY | MO | 64139 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| EPEC INC | ||||||||
| 5829 TROOST AVE SUITE B | Kansas City | MO | 64110 | NONE | PC | GROOMING PROJECT | $2,500 | |
| KANSAS FOR LIFE | ||||||||
| PO BOX 4448 | OVERLAND PARK | KS | 66204 | NONE | PC | CHARITABLE ACTIVITIES | $5,000 | |
| DUCHESNE CARITAS CLINIC | ||||||||
| 636 TAUROMEE | KANSAS CITY | KS | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| CATHOLIC CHARITIES FOUNDATION | ||||||||
| 9720 WEST 87TH STREET | OVERLAND PARK | KS | 66212 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | OF NORTHEAST KANSAS |
| VILLAGE PRESBYTERIAN CHURCH | ||||||||
| 6641 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | DOMINICAN REPUBLIC RESEARCH | $2,500 | |
| THE WOODSON CENTER | ||||||||
| 1625 K STREET NW | WASHINGTON DC | DC | 20006 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| NORTHWEST YMCA LUNCH PROGRAM | ||||||||
| 100 EDGEWOOD AVENUE NE | Atlanta | GA | 30303 | NONE | PC | SUPPORT OF CHARITABLE | $1,750 | |
| YMCA | ||||||||
| 1058 CLAUSSEN RD | AUGUSTA | GA | 30907 | NONE | PC | CHARITABLE ACTIVITIES | $5,000 | |
| ATLANTA MISSION | ||||||||
| 2353 BOLTON RD NW | Atlanta | GA | 30318 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| ST ANN CATHOLIC CHURCH | ||||||||
| 7231 MISSION ROAD | Prairie Village | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| MOTE MARINE LABORATORY | ||||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | PC | SHARKS-RAYS CONSEVATION | $1,500 | |
| TUTWILER CLINIC | ||||||||
| 205 ALMA STREET | TUTWILER | MS | 38963 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| KANSAS CITY SCHOLARS | ||||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| Step Up To Justice | ||||||||
| 320 N COMMERCE PARK LOOP 100 | Tucson | AZ | 85745 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 1 BRIAR RD | GOLF | IL | 60029 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| I AM ALS | ||||||||
| 1200 PENNSYLVANIA AVE 14135 | WASHINGTON DC | DC | 20044 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2199 S UNIVERSITY BLVD | Denver | CO | 80208 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 | |
| COLORADO OUTDOOR EDUCATION CENTER | ||||||||
| PO BOX 167 | FLORISSANT | CO | 80816 | NONE | PC | SANBORN WESTERN CAMPS | $4,000 | |
| ROARING FORK CONSERVANCY | ||||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| ATL FAMILYMEAL INC | ||||||||
| 684 JOHN WESLEY DOBBS AVE NE | ATLANTA | GA | 30312 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| HUMANE SOCIETY OF SOUTHERN ARIZONA | ||||||||
| 3450 N KELVIN BLVD | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| ARIZONA THEATER COMPANY | ||||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| THE INVISIBLE THEATRE | ||||||||
| 1400 NORTH FIRST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $60,000 | ATTN SUSAN CLASSEN |
| Emerge Center Against Domestic Abuse | ||||||||
| 2545 E ADAMS ST | Tucson | AZ | 85716 | NONE | PC | GENERAL | $50,000 | Attn Ed Mercurio-Sakwa |
| TIHAN | ||||||||
| 2660 NORTH 1ST AVENUE | TUCSON | AZ | 857192911 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | ATTN SCOTT BLADES |
| SAAF | ||||||||
| 375 SOUTH EUCLID AVE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | Attn Travis Craddock |
| TUCSON MUSEUM OF ART | ||||||||
| 140 N MAIN AVE | TUCSON | AZ | 85705 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | ATTN JEREMY MIKOLAJCZAK |
| SAINT ANNE SCHOOL | ||||||||
| 2015 COLORADO AVENUE | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BLVD MS 29 | LOS ANGELES | CA | 90027 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| Jewish Big Brothers Big Sisters | ||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | Los Angeles | CA | 90064 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT OF CHARITABLE | $22,500 | |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||||
| 4760 S SEPULVEDA BOULEVARD | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| BOYS & GIRLS CLUBS OF SANTA MONICA | ||||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| THE SISTERS OF ST LOUIS | ||||||||
| 22300 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| Los Angeles Mission | ||||||||
| 303E 5TH ST | Los Angeles | CA | 90013 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST ST | LOS ANGELES | CA | 90058 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | |
| ALZHEIMER'S GREATER LA | ||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| LACHSA Foundation | ||||||||
| 369 E 15T ST 3RD FI STE 3 | Los Angeles | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| UCLA UNICAMP | ||||||||
| 2131 JOHN WOODEN CENTER | LOS ANGELES | CA | 900951612 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | ATTN MARTIN MAI |
| STUDENTS RUN LA | ||||||||
| 5252 CREBS AVENUE | TARZANA | CA | 91356 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| The Trevor Project | ||||||||
| POB 69232 | West Hollywood | CA | 90069 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| Harmony Project | ||||||||
| 4322 WILSHIRE BLVD STE 101 | Los Angeles | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,250 | 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 | $168,208 | 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 | $1,988,124 | 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 | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,078 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,160,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,160,410 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $859 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL INVESTMENT SERVICE | $97,280 | $97,280 | $0 |
| INSURANCE | $1,530 | $1,530 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,078 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $239 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $32,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |