PETER M & BARBARA A MACDONALD CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: PETER M & BARBARA A MACDONALD CHARITABLE TRUST (EIN 48-6329128)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-09
IRS object ID: 202231299349101688
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 Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-09T10:00:36-05:00	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	486329128	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCTUA PETER M & BARBARA A MACDONALD CHARITABL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SCTU	BusinessNameControlTxt
Phone	8165848183	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 415044 M/S 1020307	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	8165848183	PhoneNum
Signature	2022-05-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIC W COURSEY	PreparerPersonNm
PTIN	P00387963	PTIN
Phone	4126445302	PhoneNum
Preparation	2022-05-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Name Change	Yes (X)	NameChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,750,252	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$38,548	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$38,548	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$613,317	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,871,745	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$613,317	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$651,865	TotalRevAndExpnssAmt
Total Net Invst Incm	$651,865	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$5,836	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$2,918	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$2,918	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	$760	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$760	AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$1,380	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$485	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
Tot Opr Expenses Rev And Expnss	$7,976	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,403	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,678	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$68,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$68,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$76,476	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,403	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$72,178	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$575,389	ExcessRevenueOverExpensesAmt
Net Investment Income	$648,462	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$631	CashBOYAmt
Sav And Temp Cash Invst BOY	$57,451	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$88,198	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$88,198	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
US Government Obligations BOY	$89,895	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$664,365	CorporateStockBOYAmt
Other Investments BOY	$360,240	OtherInvestmentsBOYAmt
Other Investments EOY	$1,661,358	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,662,054	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,172,582	TotalAssetsBOYAmt
Total Assets EOY	$1,749,556	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,750,252	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,450,614	CapitalStockBOYAmt
Capital Stock EOY	$1,749,556	CapitalStockEOYAmt
Retained Earning BOY	-$278,032	RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY	$1,172,582	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,749,556	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,172,582	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,749,556	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,172,582	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$575,389	ExcessRevenueOverExpensesAmt
Other Increases	$1,605	OtherIncreasesAmt
Subtotal	$1,749,576	SubtotalAmt
Other Decreases	$20	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,749,556	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
1. SEE ATTACHED	2021-12-31	2021-12-31	$646,517	$579,640	$66,877	$66,877
1. SEE ATTACHED	1901-01-01	2021-12-31	$1,172,934	$678,788	$494,146	$494,146
CAPITAL GAIN DIVIDENDS					$52,294		P
CAPITAL GAIN DIVIDENDS					$52,294		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$613,317	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,014	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,014	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,014	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$720	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$720	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$8,294	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	KS	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	false	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 (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
UMB BANK N A
1010 GRAND AVE	KANSAS CITY	MO	64106	TRUSTEE	1	$5,836
HEATHER MACDONALD SMITH
PO BOX 1365	SALINA	KS	674021365	TRUSTEE	0	$0
JANET MACDONALD MILLER
5401 BROOKSIDE BLVD 302	KANSAS CITY	MO	64112	TRUSTEE	0	$0
BOYD E SMITH
PO BOX 1365	SALINA	KS	674021365	TRUSTEE	0	$0
PHILLIP A MILLER
5401 BROOKSIDE BLVD 302	KASNAS CITY	MO	64112	TRUSTEE	0	$0
GRAHAM M SMITH
431 GUILLEMONT ST	FT COLLINS	CO	805263610	TRUSTEE	0	$0
ANDREW MILLER
5401 BROOKSIDE BLVD 302	KANSAS CITY	MO	64112	TRUSTEE	0	$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	$1,701,522	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$55,367	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,756,889	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,756,889	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,353	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,730,536	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$86,527	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$86,527	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,014	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,014	TotalTaxAmt
Distributable Before Adj	$77,513	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$1,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$78,513	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$78,513	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$72,178	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	$72,178	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$78,513	DistributableAsAdjustedAmt
Undistributed Income PY	$67,862	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	$72,178	QualifyingDistributionsAmt
Applied To Year1	$67,862	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,316	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	$74,197	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

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	BRIAN SCHMIDTBERGER SENIOR VP	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 NORTH MAIN	AddressLine1Txt
City	HUTCHINSON	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67501	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6202595010	RecipientPhoneNum
Form And Info And Materials	APPLICATIONS STATING BRIEFLY THE PURPOSE FOR WHICH THE GRANT IS TO BE USED SHOULD BE SUBMITTED IN WRITING AND BE ACCOMPANIED BY A COPY OF THE APPLICANT'S EXEMPTION LETTER	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SECOND PRESBYTERIAN CHURCH
318 E 55TH ST	KANSAS CITY	MO	64113	NONE	PC	UNRESTRICTED	$15,000
FIRST PRESBYTERIAN CHURCH HUTCHINSON
PO BOX 248	HUTCHINSON	KS	675040248	NONE	PC	UNRESTRICTED	$5,000
HUTCHINSON ART ASSOCIATION INC
405 N WASHINGTON ST	HUTCHINSON	KS	675014852	NONE	PC	UNRESTRICTED	$500
BOYS & GIRLS CLUB OF HUTCHINSON
PO BOX 1967	HUTCHINSON	KS	675041967	NONE	PC	UNRESTRICTED	$500
TECH
10 E 1ST AVE	HUTCHINSON	KS	675017101	NONE	PC	UNRESTRICTED	$1,000
CANCER COUNCIL OF RENO COUNTY INC
PO BOX 633	HUTCHINSON	KS	675040633	NONE	PC	UNRESTRICTED	$500
RENO COUNTY FOOD BANK
700 N WALNUT ST	HUTCHINSON	KS	675016288	NONE	PC	UNRESTRICTED	$500
KU ENDOWMENT
PO BOX 928	LAWRENCE	KS	660450928	NONE	PC	UNRESTRICTED	$10,000
SALINA ART CENTER
242 S SANTA FE AVE	SALINA	KS	67401	NONE	PC	UNRESTRICTED	$3,000
THE LAND INSTITUTE
2440 E WATER WELL RD	SALINA	KS	67401	NONE	PC	UNRESTRICTED	$1,000
TAMMY WALKER CANCER CENTER
511 S SANTA FE AVE	SALINA	KS	67401	NONE	PC	UNRESTRICTED	$1,000
FRIENDS OF THE RIVER FOUNDATION
159 S 4TH ST	SALINA	KS	67401	NONE	PC	UNRESTRICTED	$2,000
KCUR
4825 TROOST AVE 202	KANSAS CITY	MO	64110	NONE	PC	UNRESTRICTED	$7,500
NELSON GALLERY FOUNDATION
4525 OAK ST	KANSAS CITY	MO	64111	NONE	PC	UNRESTRICTED	$3,000
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH ST STE 200	OVERLAND PARK	KS	662111303	NONE	PC	UNRESTRICTED	$1,000
RONALD MCDONALD HOUSE
3450 PARK AVE	ST LOUIS	MO	63104	NONE	PC	UNRESTRICTED	$4,000
HARVESTERS
3801 TOPPING AVE	KANSAS CITY	MO	64129	NONE	PC	UNRESTRICTED	$1,000
MIMI'S PANTRY KC
2255 NW VIVION ROAD	RIVERSIDE	MO	64105	NONE	PC	UNRESTRICTED	$2,500
MOUNT PISGAH CHRISTIAN SCHOOL
9875 NESBIT FERRY RD	JOHNS CREEK	GA	30022	NONE	PC	UNRESTRICTED	$1,000
NORTH FULTON COMMUNITY CHARITIES
11270 ELKINS ROAD	ROSWELL	GA	30076	NONE	PC	UNRESTRICTED	$1,000
ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION
ONE MARGARET MITCHELL SQUARE	ATALANTA	GA	30303	NONE	PC	UNRESTRICTED	$500
ARTS ALPHARETTA
184 MAYFIELD CIRCLE	ALPHARETTA	GA	30009	NONE	PC	UNRESTRICTED	$1,000
LONG VIEW RANCH
190 BLEDSOE HOLLOW LN	MOSHEIM	TN	37818	NONE	PC	UNRESTRICTED	$1,000
BIG BROTHERS BIG SISTERES OF SOUTHWEST
1099 MAIN AVE	DURANGO	CO	81301	NONE	PC	UNRESTRICTED	$1,000
ST COLUMBIA SCHOOL
1801 E THIRD AVENUE	DURANGO	CO	81301	NONE	PC	UNRESTRICTED	$1,000
DURANGO EARLY LEARNING CENTER INC
890 EAST THRID AVENUE	DURANGO	CO	81301	NONE	PC	UNRESTRICTED	$500
DURANGO ART CENTER
802 EAST 2ND AVE	DURANGO	CO	81301	NONE	PC	UNRESTRICTED	$500
UNITED WAY OF SOUTHWEST COLORADO
281 SAWYER DR 400	DURANGO	CO	81303	NONE	PC	UNRESTRICTED	$500
4 THE CHILDREN
1625 N CHAPEL HILL ST	WICHITA	KS	67206	NONE	PC	UNRESTRICTED	$500
ARC OF SOUTHWEST COLORADO
1199 MAIN AVE	DURANGO	CO	81301	NONE	PC	UNRESTRICTED	$500
NORTH FLUTON COMMUNITY CHARITIES
11270 ELKINS ROAD	ROSWELL	GA	30076	NONE	PC	UNRESTRICTED	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$68,500	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	$38,548	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	$613,317	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$651,865	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$651,865	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	$760	Amt
Disbursements Charitable Prps	$760	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ACCRUED INTEREST PAID	Desc
Amt	$20	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
COST BASIS ADJUSTMENT	$605
RECOVERY OF CHARITABLE GRANTS	$1,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE	$175	$0	$0
FEDERAL ESTIMATES - PRINCIPAL	$720	$0	$0
FOREIGN TAXES ON QUALIFIED FOR	$405	$405	$0
FOREIGN TAXES ON NONQUALIFIED	$80	$80	$0