WILLIAM H GUILD CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM H GUILD CHARITABLE TRUST (EIN 48-6198721)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202241259349101549
- 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
| 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 | 486198721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H GUILD CHARITABLE TRUST 10372700 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUIL | 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 | 2022-04-28 | 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 | 2022-04-28 | 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 | $8,036,756 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $151,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $678,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,527,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $678,996 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $830,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $827,188 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,526 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,763 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,763 | 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 | $15,015 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,479 | 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 | $83,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $285,817 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $285,817 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $461,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $789,946 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $315,777 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $439,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,160 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,357,792 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,695,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,597,596 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,673,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,134,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,036,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,673,569 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,134,893 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,673,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,134,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,673,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,134,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,673,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $461,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $91 | OtherIncreasesAmt |
| Subtotal | $6,134,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,134,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (216 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 77. META PLATFORMS INC-CLASS A | 2020-01-09 | 2021-01-14 | $18,971 | $16,073 | $2,898 | $2,898 | |
| 521. MERCK & CO. INC. | 2018-11-19 | 2021-01-14 | $42,791 | $39,845 | $2,946 | $2,946 | |
| 1334. TWITTER INC | 2020-09-10 | 2021-01-14 | $60,900 | $42,486 | $18,414 | $18,414 | |
| 15. ALPHABET INC | 2018-12-13 | 2021-02-11 | $31,224 | $12,603 | $18,621 | $18,621 | |
| 144. APPLE COMPUTER INC | 2016-02-11 | 2021-02-11 | $19,400 | $3,362 | $16,038 | $16,038 | |
| 677. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $51,568 | $38,083 | $13,485 | $13,485 | |
| 359. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $40,516 | $37,722 | $2,794 | $2,794 | |
| 50000. FEDERAL NATIONAL MORTGAGE ASSN DTD 2/5/2016 1.375% 2/26/2021 | 2016-11-18 | 2021-02-26 | $50,000 | $50,000 | |||
| 1136. CHAMPLAIN MID CAP FUND-INS | 2019-05-28 | 2021-03-02 | $29,945 | $22,004 | $7,941 | $7,941 | |
| 1477. DRIEHAUS SMALL CAP GROW-INST | 2020-08-11 | 2021-03-02 | $40,588 | $26,940 | $13,648 | $13,648 | |
| 3606. DRIEHAUS EMERG MKTS GRW-INST | 2020-09-02 | 2021-03-02 | $186,250 | $160,575 | $25,675 | $25,675 | |
| 4763.781 RAINIER INTL DSCVRY-Z | 2017-06-06 | 2021-03-02 | $150,154 | $89,020 | $61,134 | $61,134 | |
| 904. TRIBUTARY SMALL COMP-INST+ | 2019-01-09 | 2021-03-02 | $29,841 | $23,242 | $6,599 | $6,599 | |
| 4042. DRIEHAUS SMALL CAP GROW-INST | 2020-08-11 | 2021-03-11 | $110,670 | $73,726 | $36,944 | $36,944 | |
| 53. ADOBE SYSTEMS INC | 2017-02-09 | 2021-03-15 | $23,538 | $6,175 | $17,363 | $17,363 | |
| 380. CVS CORPORATION | 2021-01-14 | 2021-03-15 | $28,384 | $28,551 | -$167 | -$167 | |
| 56. COSTAR GROUP INC | 2019-11-13 | 2021-03-15 | $46,799 | $31,582 | $15,217 | $15,217 | |
| 232. DOLLAR GENERAL CORP | 2019-02-14 | 2021-03-15 | $44,985 | $27,643 | $17,342 | $17,342 | |
| 25000. UNITED STATES TREASURY NOTES DTD 3/31/2014 2.250% 3/31/2021 | 2019-05-28 | 2021-03-31 | $25,000 | $25,000 | |||
| 74. FIVE BELOW | 2019-02-14 | 2021-04-15 | $14,560 | $9,643 | $4,917 | $4,917 | |
| 116. LULULEMON ATHLETICA INC | 2020-09-10 | 2021-04-15 | $37,766 | $36,550 | $1,216 | $1,216 | |
| 88. REGENERON PHARMACEUTICALS | 2021-01-14 | 2021-05-13 | $45,425 | $48,646 | -$3,221 | -$3,221 | |
| 111. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2021-05-13 | $29,534 | $25,093 | $4,441 | $4,441 | |
| 138. APPLE COMPUTER INC | 2016-02-11 | 2021-06-10 | $17,389 | $3,222 | $14,167 | $14,167 | |
| 71. DOCUSIGN INC | 2020-03-12 | 2021-06-10 | $17,176 | $4,698 | $12,478 | $12,478 | |
| 250. ECOLAB INC | 2018-09-13 | 2021-06-10 | $53,448 | $37,754 | $15,694 | $15,694 | |
| 95. HOME DEPOT INC | 2018-06-14 | 2021-06-10 | $29,281 | $18,730 | $10,551 | $10,551 | |
| 25000. US TREASURY N/B 2% 15 NOV 2021 | 2019-05-28 | 2021-07-23 | $25,149 | $24,949 | $200 | $200 | |
| 309. ACTIVISION BLIZZARD INC | 2020-03-12 | 2021-08-12 | $26,287 | $16,998 | $9,289 | $9,289 | |
| 275. BOEING CO | 2021-03-15 | 2021-08-12 | $65,468 | $63,689 | $1,779 | $1,779 | |
| 293. DISNEY WALT HOLDING CO | 2018-12-13 | 2021-08-12 | $52,519 | $33,203 | $19,316 | $19,316 | |
| 115. DISNEY WALT HOLDING CO | 2020-08-13 | 2021-08-12 | $20,613 | $15,122 | $5,491 | $5,491 | |
| 282. INTERCONTINENTAL EXCHANGE IN | 2021-01-14 | 2021-08-12 | $33,268 | $32,587 | $681 | $681 | |
| 407. MICRON TECHNOLOGY INC | 2021-04-15 | 2021-08-12 | $28,694 | $36,785 | -$8,091 | -$8,091 | |
| 172. ABBVIE INC | 2021-01-14 | 2021-09-17 | $18,530 | $19,246 | -$716 | -$716 | |
| 232. ABBVIE INC | 2020-05-14 | 2021-09-17 | $24,993 | $20,906 | $4,087 | $4,087 | |
| 365. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-15 | 2021-09-17 | $52,574 | $51,146 | $1,428 | $1,428 | |
| 244. STARBUCKS CORP | 2020-06-11 | 2021-09-17 | $27,666 | $17,153 | $10,513 | $10,513 | |
| 32. ABBOTT LABORATORIES | 2018-01-11 | 2021-09-30 | $3,802 | $1,885 | $1,917 | $1,917 | |
| 6. ADOBE SYSTEMS INC | 2017-02-09 | 2021-09-30 | $3,437 | $699 | $2,738 | $2,738 | |
| 855.225 CHAMPLAIN MID CAP FUND-INS | 2019-05-28 | 2021-09-30 | $25,546 | $16,566 | $8,980 | $8,980 | |
| 4. ALPHABET INC | 2015-08-13 | 2021-09-30 | $10,733 | $2,747 | $7,986 | $7,986 | |
| 5. AMAZON COM INC | 2016-05-12 | 2021-09-30 | $16,443 | $3,598 | $12,845 | $12,845 | |
| 91. APPLE COMPUTER INC | 2016-02-11 | 2021-09-30 | $12,905 | $2,125 | $10,780 | $10,780 | |
| 29. BLACKSTONE INC | 2021-08-12 | 2021-09-30 | $3,361 | $3,301 | $60 | $60 | |
| 25. CATERPILLAR INC | 2021-03-15 | 2021-09-30 | $4,846 | $5,739 | -$893 | -$893 | |
| 41. CHEVRONTEXACO CORP | 2021-05-13 | 2021-09-30 | $4,194 | $4,385 | -$191 | -$191 | |
| 14. COSTCO WHOLESALE CORP | 2020-08-13 | 2021-09-30 | $6,301 | $4,708 | $1,593 | $1,593 | |
| 27. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-09-30 | $6,601 | $6,626 | -$25 | -$25 | |
| 24. DANAHER CORP | 2006-05-11 | 2021-09-30 | $7,340 | $617 | $6,723 | $6,723 | |
| 14. DOCUSIGN INC | 2020-03-12 | 2021-09-30 | $3,609 | $926 | $2,683 | $2,683 | |
| 118. DUKE WEEKS REALTY CORP | 2020-07-09 | 2021-09-30 | $5,678 | $4,069 | $1,609 | $1,609 | |
| 45. EDWARDS LIFESCIENCES CORP | 2020-05-14 | 2021-09-30 | $5,103 | $3,251 | $1,852 | $1,852 | |
| 22. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-09-30 | $7,459 | $4,421 | $3,038 | $3,038 | |
| 11. FEDEX CORP | 2020-10-15 | 2021-09-30 | $2,406 | $3,095 | -$689 | -$689 | |
| 18. FIVE BELOW | 2019-02-14 | 2021-09-30 | $3,209 | $2,346 | $863 | $863 | |
| 31. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2021-09-30 | $11,728 | $7,517 | $4,211 | $4,211 | |
| 10. HOME DEPOT INC | 2018-05-10 | 2021-09-30 | $3,281 | $1,873 | $1,408 | $1,408 | |
| 18. INTUIT INC | 2019-01-10 | 2021-09-30 | $9,757 | $3,692 | $6,065 | $6,065 | |
| 41. J P MORGAN CHASE & CO | 2015-05-05 | 2021-09-30 | $6,701 | $2,645 | $4,056 | $4,056 | |
| 17. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2021-09-30 | $5,126 | $4,910 | $216 | $216 | |
| 756.215 NUANCE MID CAP VALUE-INST | 2018-03-26 | 2021-09-30 | $11,275 | $9,309 | $1,966 | $1,966 | |
| 17. MASTERCARD INC - A | 2014-12-11 | 2021-09-30 | $5,912 | $1,496 | $4,416 | $4,416 | |
| 54. MICROSOFT CORP | 2016-09-15 | 2021-09-30 | $15,270 | $3,093 | $12,177 | $12,177 | |
| 56. MORGAN STANLEY DEAN WITTER & CO | 2020-11-13 | 2021-09-30 | $5,473 | $3,190 | $2,283 | $2,283 | |
| 6. NETFLIX COM INC | 2021-09-17 | 2021-09-30 | $3,684 | $3,522 | $162 | $162 | |
| 38. NEXTERA ENERGY INC | 2016-02-11 | 2021-09-30 | $2,964 | $1,066 | $1,898 | $1,898 | |
| 30. NIKE INC CLASS B | 2018-08-08 | 2021-09-30 | $4,334 | $2,422 | $1,912 | $1,912 | |
| 54. NUCOR CORP | 2021-08-12 | 2021-09-30 | $5,360 | $6,784 | -$1,424 | -$1,424 | |
| 38. NVIDIA CORP | 2020-05-14 | 2021-09-30 | $7,903 | $3,035 | $4,868 | $4,868 | |
| 11. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2021-09-30 | $6,753 | $4,519 | $2,234 | $2,234 | |
| 6. PALO ALTO NETWORKS INC | 2021-09-17 | 2021-09-30 | $2,845 | $2,868 | -$23 | -$23 | |
| 21. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-09-30 | $5,455 | $5,971 | -$516 | -$516 | |
| 44. PENN NATIONAL GAMING INC | 2021-09-17 | 2021-09-30 | $3,199 | $3,282 | -$83 | -$83 | |
| 46. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2021-09-30 | $7,721 | $5,948 | $1,773 | $1,773 | |
| 39. QUANTA SERVICES INC | 2021-03-15 | 2021-09-30 | $4,477 | $3,449 | $1,028 | $1,028 | |
| 12. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2021-09-30 | $3,538 | $2,487 | $1,051 | $1,051 | |
| 6. SVB FINANCIAL GROUP | 2021-06-10 | 2021-09-30 | $3,926 | $3,416 | $510 | $510 | |
| 20. SALESFORCE.COM INC | 2018-08-08 | 2021-09-30 | $5,418 | $2,647 | $2,771 | $2,771 | |
| 42. SCHWAB CHARLES CORP | 2021-06-10 | 2021-09-30 | $3,076 | $3,063 | $13 | $13 | |
| 10. SHERWIN-WILLIAMS CO | 2021-09-17 | 2021-09-30 | $2,800 | $2,947 | -$147 | -$147 | |
| 77. SOUTHWEST AIRLINES CO | 2020-12-10 | 2021-09-30 | $3,938 | $3,613 | $325 | $325 | |
| 24. BLOCK INC | 2021-08-12 | 2021-09-30 | $5,726 | $6,469 | -$743 | -$743 | |
| 43. STARBUCKS CORP | 2020-03-26 | 2021-09-30 | $4,764 | $2,998 | $1,766 | $1,766 | |
| 14. STRYKER CORP | 2017-08-10 | 2021-09-30 | $3,710 | $2,016 | $1,694 | $1,694 | |
| 6. TESLA INC | 2021-04-15 | 2021-09-30 | $4,680 | $4,406 | $274 | $274 | |
| 30. TEXAS INSTRUMENTS INC | 2019-09-13 | 2021-09-30 | $5,780 | $3,899 | $1,881 | $1,881 | |
| 11. THERMO ELECTRON CORP | 2010-07-20 | 2021-09-30 | $6,358 | $543 | $5,815 | $5,815 | |
| 24. UNION PACIFIC CORP | 2019-07-11 | 2021-09-30 | $4,733 | $4,113 | $620 | $620 | |
| 14. UNITED RENTALS INC | 2020-10-15 | 2021-09-30 | $4,981 | $2,652 | $2,329 | $2,329 | |
| 11. UNITEDHEALTH GROUP INC | 2016-06-08 | 2021-09-30 | $4,306 | $1,545 | $2,761 | $2,761 | |
| 25. VISA INC-CLASS A SHARES | 2016-10-13 | 2021-09-30 | $5,588 | $2,051 | $3,537 | $3,537 | |
| 125. WELLS FARGO & CO | 2021-05-13 | 2021-09-30 | $5,786 | $5,832 | -$46 | -$46 | |
| 14. ZSCALER INC | 2021-08-12 | 2021-09-30 | $3,632 | $3,395 | $237 | $237 | |
| 17. ACCENTURE PLC-CL A | 2018-09-13 | 2021-09-30 | $5,439 | $2,929 | $2,510 | $2,510 | |
| 11. LINDE PLC | 2020-12-10 | 2021-09-30 | $3,239 | $2,766 | $473 | $473 | |
| 25000. US BANCORP 2.625% 24 JAN 2022 | 2018-08-23 | 2021-10-05 | $25,130 | $24,963 | $167 | $167 | |
| 25000. US TREASURY N/B 2% 30 NOV 2022 | 2020-12-04 | 2021-10-05 | $25,542 | $25,530 | $12 | $12 | |
| 25000. US TREASURY N/B 1.75% 30 APR 2022 | 2020-12-04 | 2021-10-05 | $25,241 | $25,229 | $12 | $12 | |
| 233. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $45,155 | $48,765 | -$3,610 | -$3,610 | |
| 204. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $67,052 | $28,099 | $38,953 | $38,953 | |
| 105. FEDEX CORP | 2020-10-15 | 2021-10-14 | $23,828 | $29,546 | -$5,718 | -$5,718 | |
| 62. BLOCK INC | 2021-08-12 | 2021-10-14 | $15,391 | $16,712 | -$1,321 | -$1,321 | |
| 1150. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $51,804 | $52,837 | -$1,033 | -$1,033 | |
| 183. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $36,934 | $38,469 | -$1,535 | -$1,535 | |
| 130. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $25,992 | $31,533 | -$5,541 | -$5,541 | |
| 399. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $46,176 | $27,815 | $18,361 | $18,361 | |
| 123. TEXAS INSTRUMENTS INC | 2019-10-10 | 2021-12-09 | $23,909 | $15,931 | $7,978 | $7,978 | |
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,949 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $678,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,668 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,668 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,312 | 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 | 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 | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,526 | 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 | $7,592,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,863,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,863,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,745,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,980 | TotalTaxAmt |
| Distributable Before Adj | $376,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $376,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $376,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,380 | 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 | $320,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,817 | 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 | $320,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,817 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,563 | 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 | $341,756 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL ASSN CONGREGATIONAL | ||||||||
| CHRISTIAN CHURCHES | PO BOX 288 | OAK CREEK | WI | 531540620 | NONE | PC | GENERAL OPERATING SUPPORT | $48,989 |
| SALVATION ARMY OF KANSAS CITY | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 641112503 | NONE | PC | GENERAL OPERATING SUPPORT | $48,989 | |
| WASHBURN UNIV ENDOWMENT ASSN | ||||||||
| 1700 SW COLLEGE AVE | TOPEKA | KS | 666210001 | NONE | PC | GENERAL OPERATING SUPPORT | $48,989 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 200371595 | NONE | PC | GENERAL OPERATING SUPPORT | $89,861 | |
| PIEDMONT COLLEGE | ||||||||
| P O BOX 10 | DEMOREST | GA | 305350010 | NONE | PC | GENERAL OPERATING SUPPORT | $48,989 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $285,817 | 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 | $151,395 | 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 | $678,996 | 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 | $830,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $830,391 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $7 |
| WASH SALE ADJUSTMENT | $84 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,868 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $6,668 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,903 | $2,903 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $576 | $576 | $0 |