BRUCE V DROWNS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE V DROWNS EDUCATIONAL FOUNDATION (EIN 43-6371635)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-08
- IRS object ID
- 202223129349101202
- 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 | 2022-11-08T08:00:22-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 436371635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE V DROWNS EDUCATIONAL FOUND 10027900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8162384531 | 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 | LYNN LAIPPLE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8162384531 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2022-11-08 | 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 | $1,233,604 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,030 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $70,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,401 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,227 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,114 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,114 | 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 | $3,269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282 | 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 | $292 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,505 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,160,943 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,152,995 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,184,099 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,204,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,202,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,233,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,204,332 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,202,500 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,204,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,202,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,204,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,202,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,204,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,425 | OtherIncreasesAmt |
| Subtotal | $1,204,244 | SubtotalAmt |
| Other Decreases | $1,744 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,202,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 41. ACTIVISION BLIZZARD INC | 2020-03-12 | 2021-08-12 | $3,488 | $2,255 | $1,233 | $1,233 | |
| 37. BOEING CO | 2021-03-15 | 2021-08-12 | $8,808 | $8,585 | $223 | $223 | |
| 18. DISNEY WALT HOLDING CO | 2020-08-13 | 2021-08-12 | $3,226 | $2,367 | $859 | $859 | |
| 36. DISNEY WALT HOLDING CO | 2018-12-13 | 2021-08-12 | $6,453 | $4,080 | $2,373 | $2,373 | |
| 37. INTERCONTINENTAL EXCHANGE IN | 2021-01-14 | 2021-08-12 | $4,365 | $4,276 | $89 | $89 | |
| 54. MICRON TECHNOLOGY INC | 2021-04-15 | 2021-08-12 | $3,807 | $4,881 | -$1,074 | -$1,074 | |
| 23. ABBVIE INC | 2021-01-14 | 2021-09-17 | $2,478 | $2,574 | -$96 | -$96 | |
| 31. ABBVIE INC | 2020-05-14 | 2021-09-17 | $3,340 | $2,793 | $547 | $547 | |
| 49. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-15 | 2021-09-17 | $7,058 | $6,869 | $189 | $189 | |
| 32. STARBUCKS CORP | 2020-06-11 | 2021-09-17 | $3,628 | $2,246 | $1,382 | $1,382 | |
| 34. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $6,589 | $7,190 | -$601 | -$601 | |
| 30. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $9,861 | $4,118 | $5,743 | $5,743 | |
| 15. FEDEX CORP | 2020-10-15 | 2021-10-14 | $3,404 | $4,221 | -$817 | -$817 | |
| 9. BLOCK INC | 2021-08-12 | 2021-10-14 | $2,234 | $2,426 | -$192 | -$192 | |
| 169. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $7,613 | $7,776 | -$163 | -$163 | |
| 27. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $5,449 | $5,862 | -$413 | -$413 | |
| 18. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $3,599 | $4,401 | -$802 | -$802 | |
| 59. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $6,828 | $4,113 | $2,715 | $2,715 | |
| 18. TEXAS INSTRUMENTS INC | 2019-10-10 | 2021-12-09 | $3,499 | $2,338 | $1,161 | $1,161 | |
| 18. CROWDSTRIKE HOLDINGS INC - A | 2021-06-10 | 2022-01-13 | $3,152 | $4,114 | -$962 | -$962 | |
| 19. DOCUSIGN INC | 2020-03-12 | 2022-01-13 | $2,503 | $1,257 | $1,246 | $1,246 | |
| 24. FIVE BELOW | 2020-06-11 | 2022-01-13 | $4,250 | $2,715 | $1,535 | $1,535 | |
| 7. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-01-13 | $2,737 | $1,728 | $1,009 | $1,009 | |
| 23. BLOCK INC | 2021-08-12 | 2022-01-13 | $3,147 | $6,200 | -$3,053 | -$3,053 | |
| 24. TEXAS INSTRUMENTS INC | 2019-10-10 | 2022-01-13 | $4,442 | $3,069 | $1,373 | $1,373 | |
| 14. UNION PACIFIC CORP | 2019-07-11 | 2022-01-13 | $3,466 | $2,399 | $1,067 | $1,067 | |
| 9. ADOBE SYSTEMS INC | 2017-02-09 | 2022-02-10 | $4,442 | $1,049 | $3,393 | $3,393 | |
| 8. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2022-02-10 | $2,519 | $2,311 | $208 | $208 | |
| 15. LAUDER ESTEE COMPANIES INC CLASS A | 2020-12-10 | 2022-02-10 | $4,724 | $3,704 | $1,020 | $1,020 | |
| 8. NETFLIX COM INC | 2021-09-17 | 2022-02-10 | $3,232 | $4,696 | -$1,464 | -$1,464 | |
| 20. STRYKER CORP | 2017-08-10 | 2022-02-10 | $5,101 | $2,880 | $2,221 | $2,221 | |
| 40. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $5,042 | $3,229 | $1,813 | $1,813 | |
| 117. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $5,141 | $8,783 | -$3,642 | -$3,642 | |
| 21. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $4,983 | $2,716 | $2,267 | $2,267 | |
| 18. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $4,704 | $3,730 | $974 | $974 | |
| 202.708 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $29,774 | $29,392 | $382 | $382 | |
| 14. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-04-14 | $4,503 | $3,408 | $1,095 | $1,095 | |
| 11. MASTERCARD INC - A | 2017-01-12 | 2022-04-14 | $3,950 | $1,030 | $2,920 | $2,920 | |
| 15. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $3,805 | $4,421 | -$616 | -$616 | |
| 159. DUKE WEEKS REALTY CORP | 2020-07-09 | 2022-06-10 | $7,952 | $5,266 | $2,686 | $2,686 | |
| 156. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $5,482 | $9,171 | -$3,689 | -$3,689 | |
| 61. KKR & CO INC | 2021-12-09 | 2022-06-10 | $3,124 | $4,631 | -$1,507 | -$1,507 | |
| 18. ZSCALER INC | 2021-08-12 | 2022-06-10 | $2,768 | $4,366 | -$1,598 | -$1,598 | |
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,996 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,030 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,788 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $926 | OverpaymentAmt |
| Applied To ES Tax | $864 | AppliedToESTaxAmt |
| Refund | $62 | 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 | 8162384531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64103 | CO-TRUSTEE | 1 | $16,227 |
| DR BEERY JOHNSON | ||||||
| 5655 S 4TH | ST JOSEPH | MO | 64504 | CO-TRUSTEE | 1 | $0 |
| LYNN LAIPPLE | ||||||
| 106 S 5TH | WATHENA | KS | 66090 | CO-TRUSTEE | 1 | $0 |
| JOSEPH HENDRIX | ||||||
| 2316 GLENN DRIVE | ST JOSEPH | MO | 64503 | CO-TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,399,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,432,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,432,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,410,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $862 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $862 | TotalTaxAmt |
| Distributable Before Adj | $69,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,667 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,414 | 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 | $62,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,281 | 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 | $62,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,281 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,133 | 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 | $62,534 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENTON HIGH SCHOOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5655 S 4TH STREET | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | BRUCE DROWNS EDUCATIONAL FOUNDATION APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | BENTON HIGH SCHOOL STUDENTS AND GRADUATES WHO SHOW NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HIGHLAND COMMUNITY COLLEGE | ||||||||
| 606 W MAIN ST | HIGHLAND | KS | 66035 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| MISSOURI STATE UNIVERSITY | ||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | PC | SCHOLARSHIPS | $3,625 | |
| MISSOURI WESTERN STATE UNIVERSITY | ||||||||
| 4525 DOWNS DR | ST JOSEPH | MO | 64507 | NONE | PC | SCHOLARSHIPS | $27,000 | |
| UNIVERSITY OF MISSOURI - COLUMBIA | ||||||||
| 111 JESSEE HALL | COLUMBIA | MO | 65211 | NONE | PC | SCHOLARSHIPS | $2,000 | |
| NORTHWEST MISSOURI STATE UNIVERSITY | ||||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | NONE | PC | SCHOLARSHIPS | $2,500 | |
| NORTH CENTRAL MISSOURI COLLEGE | ||||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | NONE | PC | SCHOLARSHIPS | $1,750 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 W COLLEGE ST | LIBERTY | MO | 64068 | NONE | PC | SCHOLARSHIPS | $1,500 | |
| UNIVERSITY OF CENTRAL MISSOURI | ||||||||
| 108 W SOUTH ST | WARRENSBURG | MO | 64093 | NONE | PC | SCHOLARSHIPS | $375 | |
| BRIGHAM YOUNG UNIVERSITY - IDAHO | ||||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| DRURY UNIVERSITY | ||||||||
| 900 N BENTON AVE | SPRINGFIELD | MO | 65802 | NONE | PC | SCHOLARSHIPS | $1,625 | |
| GRACELAND UNIVERSITY | ||||||||
| 1 UNIVERSITY PL | LAMONI | IA | 50140 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| MIDLAND UNIVERSITY | ||||||||
| 900 N CLARKSON ST | FREMONT | NE | 68025 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| MO UNIVERSITY OF SCIENCE AND | ||||||||
| PARKER HALL 106 300 W 14TH ST | ROLLA | MO | 65409 | NONE | PC | SCHOLARSHIPS | $1,500 | TECHNOLOGY |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER PARK DR | PARKVILLE | MO | 64152 | NONE | PC | SCHOLARSHIPS | $2,000 | |
| PRESCOTT COLLEGE | ||||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | NONE | PC | SCHOLARSHIPS | $750 | |
| STEPHENS COLLEGE | ||||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | NONE | PC | SCHOLARSHIPS | $750 | |
| STATE TECHNICAL COLLEGE OF MO | ||||||||
| 1 TECHNOLOGY DR | LINN | MO | 65051 | NONE | PC | SCHOLARSHIPS | $750 | |
| SOUTHEAST MO STATE UNIVERSITY | ||||||||
| 1 UNIVERSITY PLAZA | CAPE GIRARDEAU | MO | 63701 | NONE | PC | SCHOLARSHIPS | $625 | |
| METROPOLITAN COMMUNITY COLLEGE | ||||||||
| 5300 N 30TH ST | OMAHA | NE | 68111 | NONE | PC | SCHOLARSHIPS | $625 | |
| UNIVERSITY OF MISSOURI - KC | ||||||||
| 5000 HOLMES ST | KANSAS CITY | MO | 64110 | NONE | PC | SCHOLARSHIPS | $1,375 | |
| MISSOURI SOUTHERN STATE UNIVERSITY | ||||||||
| 3950 NEWMAN RD | JOPLIN | MO | 64801 | NONE | PC | SCHOLARSHIPS | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,539 | 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 | $38,030 | 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 | $70,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,575 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $105 |
| MUTUAL FUND INCOME TIMING ADJ | $1,639 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $292 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR GRANT REVERSAL | $300 |
| SCHOLARSHIP REVERSAL | $3,125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,199 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,788 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $251 | $251 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |