RUTH H BOHAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUTH H BOHAN FOUNDATION (EIN 43-6269867)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-02
- IRS object ID
- 202203069349100525
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T11:00:22-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436269867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH H BOHAN FOUNDATION 10014100 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOHA | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2022-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2022-09-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,428,558 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $503,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $509,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,270,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,844,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,270,248 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,774,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,779,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,997 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $71,499 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,499 | 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 | $30,768 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,010 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $174,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,299 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $981,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $981,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,155,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,053,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $618,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,701,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $455,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,305,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,305,303 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $16,818,867 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,590,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,123,255 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,274,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,895,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,428,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,274,457 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,895,856 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,274,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,895,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,274,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,895,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,274,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $618,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,198 | OtherIncreasesAmt |
| Subtotal | $17,896,084 | SubtotalAmt |
| Other Decreases | $228 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,895,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 600. ECOLAB INC | 2018-09-05 | 2021-07-07 | $126,556 | $88,645 | $37,911 | $37,911 | |
| 234. HOME DEPOT INC | 2015-09-03 | 2021-07-07 | $75,671 | $27,279 | $48,392 | $48,392 | |
| 5872.2792 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-07-15 | $164 | $165 | -$1 | -$1 | |
| 75000. OMNICOM GP/OMNICOM CAP 3.6% 15 APR 2026 | 2019-12-04 | 2021-07-16 | $82,688 | $78,032 | $4,656 | $4,656 | |
| 50000. WELLS FARGO & COMPANY 3.584% 22 MAY 2028 | 2020-02-20 | 2021-07-16 | $55,176 | $54,149 | $1,027 | $1,027 | |
| 5704.312 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-08-16 | $168 | $168 | |||
| 434. BOEING CO | 2021-01-06 | 2021-09-14 | $91,581 | $91,504 | $77 | $77 | |
| 5369.9468 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-09-15 | $334 | $335 | -$1 | -$1 | |
| 100000. UNITED STATES TREASURY NOTES DTD 9/15/2018 2.750% 9/15/2021 | 2021-03-02 | 2021-09-15 | $100,000 | $100,000 | |||
| 495. META PLATFORMS INC-CLASS A | 2016-12-07 | 2021-10-06 | $164,624 | $46,346 | $118,278 | $118,278 | |
| 65000. PACKAGING CORP OF AMERICA DTD 10/22/2013 4.500% 11/1/2023 | 2017-06-02 | 2021-10-08 | $70,207 | $66,662 | $3,545 | $3,545 | |
| 5072.506 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-10-15 | $297 | $298 | -$1 | -$1 | |
| 3450. AT&T INC | 2018-12-07 | 2021-11-10 | $86,109 | $121,633 | -$35,524 | -$35,524 | |
| 282. KYNDRYL HOLDINGS INC | 2021-10-06 | 2021-11-10 | $6,123 | $9,230 | -$3,107 | -$3,107 | |
| 1241.509 CHAMPLAIN MID CAP FUND-INST | 2019-05-28 | 2021-11-12 | $39,989 | $24,048 | $15,941 | $15,941 | |
| 1042.871 TRIBUTARY SMALL COMP-INST+ | 2019-01-09 | 2021-11-12 | $41,402 | $26,812 | $14,590 | $14,590 | |
| 1464.558 VANGUARD INST INDEX-INST | 2008-03-26 | 2021-11-12 | $600,000 | $180,316 | $419,684 | $419,684 | |
| 183.87 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-11-15 | $184 | $184 | |||
| 75000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-03-21 | 2021-11-15 | $75,000 | $75,000 | |||
| 1005. ISHARES RUSSELL MID-CAP ETF | 2017-12-15 | 2021-11-18 | $84,822 | $52,184 | $32,638 | $32,638 | |
| 281.46 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2021-12-15 | $281 | $282 | -$1 | -$1 | |
| .9 ORION OFFICE REIT INC | 2021-11-15 | 2021-12-23 | $17 | $24 | -$7 | -$7 | |
| 1923.51 UNP RR CO 2003 PASS TRST 4.698% 02 JAN 2024 | 2014-06-04 | 2022-01-03 | $1,924 | $1,966 | -$42 | -$42 | |
| 166.59 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-01-18 | $167 | $167 | |||
| 212. ORION OFFICE REIT INC | 2021-11-15 | 2022-01-20 | $3,473 | $5,763 | -$2,290 | -$2,290 | |
| 108. INTUIT INC | 2016-09-07 | 2022-01-25 | $55,770 | $12,094 | $43,676 | $43,676 | |
| 249. MASTERCARD INC - A | 2017-07-11 | 2022-01-25 | $84,386 | $25,428 | $58,958 | $58,958 | |
| 920. MEDTRONIC PLC | 2020-03-04 | 2022-01-25 | $95,719 | $92,187 | $3,532 | $3,532 | |
| 101.49 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-02-15 | $101 | $102 | -$1 | -$1 | |
| 665. APPLIED MATERIALS INC | 2021-03-03 | 2022-02-16 | $93,802 | $77,348 | $16,454 | $16,454 | |
| 69. CHEVRONTEXACO CORP | 2016-09-07 | 2022-02-16 | $9,279 | $7,095 | $2,184 | $2,184 | |
| 1342. EDWARDS LIFESCIENCES CORP | 2020-11-04 | 2022-02-16 | $148,561 | $107,038 | $41,523 | $41,523 | |
| 67. EXXON MOBIL CORP | 2021-07-07 | 2022-02-16 | $5,252 | $4,054 | $1,198 | $1,198 | |
| 17. J P MORGAN CHASE & CO | 2016-09-07 | 2022-02-16 | $2,637 | $1,142 | $1,495 | $1,495 | |
| 636. TARGET CORP | 2018-07-17 | 2022-02-16 | $132,466 | $49,294 | $83,172 | $83,172 | |
| 3260.595 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $478,916 | $472,773 | $6,143 | $6,143 | |
| 259.99 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-03-15 | $260 | $260 | |||
| 40000. US TREASURY N/B 2.375% 15 MAR 2022 | 2020-09-01 | 2022-03-15 | $40,000 | $40,000 | |||
| 914. CONOCOPHILLIPS | 2021-05-05 | 2022-03-22 | $93,090 | $50,655 | $42,435 | $42,435 | |
| 168.1 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-04-15 | $168 | $168 | |||
| 285. ROCKWELL INTERNATIONAL CORP | 2020-06-03 | 2022-04-20 | $77,889 | $62,922 | $14,967 | $14,967 | |
| 925. WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-20 | $21,473 | $24,098 | -$2,625 | -$2,625 | |
| .8164 WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-25 | $17 | $21 | -$4 | -$4 | |
| 136.38 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-05-16 | $136 | $136 | |||
| 1310. CITIGROUP INC | 2021-02-03 | 2022-05-18 | $64,446 | $79,946 | -$15,500 | -$15,500 | |
| 5691. FORD MOTOR CO | 2022-03-22 | 2022-05-18 | $72,343 | $97,883 | -$25,540 | -$25,540 | |
| 2274. TRUIST FINANCIAL CORP | 2022-02-16 | 2022-05-18 | $105,211 | $147,450 | -$42,239 | -$42,239 | |
| 35000. QUALCOMM INC 3% 20 MAY 2022 | 2019-11-15 | 2022-05-20 | $35,000 | $35,000 | |||
| 91.38 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2022-06-15 | $91 | $91 | |||
| 1136. CONOCOPHILLIPS | 2021-05-05 | 2022-06-22 | $106,118 | $62,958 | $43,160 | $43,160 | |
| 2155. DUKE WEEKS REALTY CORP | 2019-09-04 | 2022-06-22 | $116,797 | $72,674 | $44,123 | $44,123 | |
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297,372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,270,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,194 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $29,194 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $71 | EsPenaltyAmt |
| Overpayment | $5,476 | OverpaymentAmt |
| Applied To ES Tax | $5,476 | 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 | 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 | 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 | $142,997 | 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 | $22,439,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $752,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,191,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,191,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $347,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,843,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,142,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,142,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,647 | TotalTaxAmt |
| Distributable Before Adj | $1,118,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,118,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,118,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,053,362 | 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 | $1,053,362 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,118,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $981,063 | 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 | $1,053,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $981,063 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,299 | 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 | $1,046,230 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF KANSAS ENDOWMENT | BusinessNameLine1Txt |
| Business Name Line2 | DEPT OF GIFT PLANNING | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 928 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660440928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING FOR THE | GrantOrContributionPurposeTxt |
| Amt | $981,063 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $981,063 | 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 | $503,846 | 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 | $1,270,248 | 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 | $1,774,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,774,094 | 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 | ACCRUED INTEREST PAID ADJUSTMENT | Desc |
| Amt | $228 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $3,197 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $23,758 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,276 | $6,276 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $734 | $734 | $0 |