STRATEGY STUDIO / PUBLIC DATA EXPLORER

FREDERICK & CONSTANCE DESIEGH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FREDERICK & CONSTANCE DESIEGH FOUNDATION (EIN 43-6765841)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-05
IRS object ID
202221259349101937
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-05T19:00:20-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 ONE PPG PLACEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436765841EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREDERICKCONSTANCE DESIEGHARDT 10016300BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDESIBusinessNameControlTxt
Phone8168601933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1UMB BANK NA P O BOX 415044 M/SAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641416692ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRANDON JONESPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone8168601933PhoneNum
Signature2022-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC W COURSEYPreparerPersonNm
PTINP00387963PTIN
Phone4126445302PhoneNum
Preparation2022-05-02PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$466,955FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,562DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,532DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,458NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,785GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,458CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$36,020TotalRevAndExpnssAmt
Total Net Invst Incm$35,990TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,328CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,664CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,664CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$206TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$4,699TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,870TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,464TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,399TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,870TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,164TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,621ExcessRevenueOverExpensesAmt
Net Investment Income$34,120NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,024SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,024SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$307,309OtherInvestmentsBOYAmt
Other Investments EOY$330,410OtherInvestmentsEOYAmt
Other Investments EOYFMV$443,931OtherInvestmentsEOYFMVAmt
Total Assets BOY$335,804TotalAssetsBOYAmt
Total Assets EOY$353,434TotalAssetsEOYAmt
Total Assets EOYFMV$466,955TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$335,804CapitalStockBOYAmt
Capital Stock EOY$353,434CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$335,804TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$353,434TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$335,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$353,434TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$335,804TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,621ExcessRevenueOverExpensesAmt
Other Increases$9OtherIncreasesAmt
Subtotal$353,434SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$353,434TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
42.402 CHAMPLAIN MID CAP FUND-INS2020-01-092021-03-03$1,095$829$266$266
465.326 DODGE & COX INCOME2020-01-092021-03-03$6,701$6,555$146$146
54.82 DOUBLELINE TTL RTRN BND-I2012-11-022021-03-03$579$623-$44-$44
92.743 DRIEHAUS SMALL CAP GROW-INST2020-08-112021-03-03$2,455$1,692$763$763
176.808 DRIEHAUS EMERG MKTS GRW-INST2020-09-022021-03-03$9,086$7,873$1,213$1,213
334.168 RAINIER INTL DSCVRY-Z2020-01-092021-03-03$10,446$6,251$4,195$4,195
34.247 TRIBUTARY SMALL COMP-INST+2019-01-082021-03-03$1,138$872$266$266
308.772 DRIEHAUS SMALL CAP GROW-INST2020-08-112021-03-22$8,349$5,632$2,717$2,717
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
CAPITAL GAIN DIVIDENDS$15,936P
FieldValueIRS element (for citing)
Capital Gain Net Income$25,458CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$474InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$474SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$474TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$308EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$308TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$166TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1UMB BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8168601933PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11010 GRANDAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonUMB BANK N APersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11010 GRANDAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
TitleCO-TRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$3,328CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$431,661AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,732AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$444,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$444,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,666CashDeemedCharitableAmt
Net Vl Noncharitable Assets$437,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,886MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,886MinimumInvestmentReturnAmt
Tax Based On Investment Income$474TaxBasedOnInvestmentIncomeAmt
Total Tax$474TotalTaxAmt
Distributable Before Adj$21,412DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,412DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,412DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,164ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,164QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,412DistributableAsAdjustedAmt
Undistributed Income PY$13,326UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,164QualifyingDistributionsAmt
Applied To Year1$13,326AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,838AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$18,574UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFREDERICK CONSTANCE DESIEGHARDTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFREDERICK DESIEGHARDTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19705 MONROVIA 317AddressLine1Txt
CityLENEXACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8168607711RecipientPhoneNum
Recipient Email Addressn/aRecipientEmailAddressTxt
Form And Info And MaterialsNOT DEFINEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY LINC
4012 TROOST AVENUEKANSAS CITYMO64110NONEPCGENERAL GIFT$500
HEART TO HEART INTERNATIONAL
401 S CLAIRBORNE RD STE 302OLATHEKS66062NONEPCGENERAL GIFT$1,000
INTERFAITH HOSPITALITY NETWORK
811 7TH STREET NORTHWESTROCHESTERMN55901NONEPCGENERAL GIFT$500
CROSSLINES COMMUNITY OUTREACH
736 SHAWNEE AVEKANSAS CITYKS66105NONEPCGENERAL GIFT$500
KNOX CHURCH PEDICORD-GRIFFITH FUND
9595 W 95TH STOVERLAND PARKKS66212NONEPCGENERAL GIFT$5,000
FIRST PRESBYTERIAN CHURCH
142 WEST SOMERDALE ROADSOMERDALENJ08083NONEPCGENERAL GIFT$2,000
JOHNSON COUNTY LIBRARY FOUNDATION
PO BOX 2933SHAWNEE MISSIONKS662011333NONEPCGENERAL GIFT$1,000
NAVIGATORS
920 N TYLER RD 201WICHITAKS67212NONEPCGENERAL GIFT$1,000
ST LUKE'S FOUNDATION
901 E 104TH STKANSAS CITYMO64131NONEPCSUPPORT OF CHARITABLE$1,000
ALLEGRO SOLUTIONS
5535 MEMORIAL DRIVE F-811HOUSTONTX77007NONEPCGENERAL GIFT$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,562ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,458ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,020ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,020TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$800Amt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMUTUAL FUND TIMING ADJUSTMENTDesc
Amt$9Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE$57$0$0
FEDERAL ESTIMATES - INCOME$308$0$0
FOREIGN TAXES ON QUALIFIED FOR$172$172$0
FOREIGN TAXES ON NONQUALIFIED$34$34$0