WISHFUL WINGS JAMES S BARNETT JR MEMORIAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WISHFUL WINGS JAMES S BARNETT JR MEMORIAL FOUNDATION (EIN 48-6354330)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349105507
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:00:28-06:00 | 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 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486354330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISHFUL WINGS JAMES S BARNETT JR 12706800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISH | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UMB BANK NA P O BOX 415044 M | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSEE BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2022-11-14 | 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 | 2022-11-14 | 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 | $1,742,367 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $670,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,725 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,643 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $139,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,574 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,000 | 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 Rev And Expnss | $17,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| 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 | $28,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $28,088 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,235 | CashBOYAmt |
| Cash EOY | $1,762 | CashEOYAmt |
| Cash EOYFMV | $1,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,467 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $747,239 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $803,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,714,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $793,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $832,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,742,367 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $793,597 | CapitalStockBOYAmt |
| Capital Stock EOY | $832,111 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $793,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $832,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $793,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $832,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $793,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9 | OtherIncreasesAmt |
| Subtotal | $832,111 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $832,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10. ADOBE SYSTEMS INC | 2020-09-18 | 2021-01-08 | $4,828 | $4,643 | $185 | $185 | |
| 230. VERIZON COMMUNICATIONS | 2019-06-04 | 2021-01-08 | $13,206 | $12,938 | $268 | $268 | |
| 10. META PLATFORMS INC-CLASS A | 2020-01-10 | 2021-01-15 | $2,514 | $2,177 | $337 | $337 | |
| 275. MERCK & CO. INC. | 2019-06-04 | 2021-01-15 | $22,919 | $22,268 | $651 | $651 | |
| 120. PEPSICO INC | 2019-06-04 | 2021-01-15 | $17,019 | $15,414 | $1,605 | $1,605 | |
| 5. SALESFORCE INC | 2019-06-04 | 2021-01-21 | $1,114 | $745 | $369 | $369 | |
| 115. PROCTER & GAMBLE CO | 2019-08-15 | 2021-02-17 | $14,804 | $13,544 | $1,260 | $1,260 | |
| 15. APPLE COMPUTER INC | 2019-05-10 | 2021-02-18 | $1,928 | $737 | $1,191 | $1,191 | |
| 40. DOCUSIGN INC | 2020-03-17 | 2021-02-18 | $10,504 | $2,878 | $7,626 | $7,626 | |
| 130. NEXTERA ENERGY INC | 2019-06-04 | 2021-02-18 | $10,510 | $4,827 | $5,683 | $5,683 | |
| 25. THERMO ELECTRON CORP | 2019-06-04 | 2021-02-18 | $12,284 | $6,699 | $5,585 | $5,585 | |
| 45. MICROSOFT CORP | 2019-07-19 | 2021-02-19 | $10,832 | $5,922 | $4,910 | $4,910 | |
| 19. ADOBE SYSTEMS INC | 2020-09-18 | 2021-03-18 | $8,393 | $8,821 | -$428 | -$428 | |
| 215. CVS CORPORATION | 2021-02-17 | 2021-03-18 | $16,100 | $15,494 | $606 | $606 | |
| 23. COSTAR GROUP INC | 2020-09-14 | 2021-03-18 | $18,427 | $14,952 | $3,475 | $3,475 | |
| 130. DOLLAR GENERAL CORP | 2020-03-17 | 2021-03-18 | $22,903 | $17,857 | $5,046 | $5,046 | |
| 30. MASTERCARD INC - A | 2019-06-04 | 2021-03-18 | $11,048 | $7,448 | $3,600 | $3,600 | |
| 2. AMAZON COM INC | 2019-06-04 | 2021-04-23 | $6,712 | $3,445 | $3,267 | $3,267 | |
| 55. LULULEMON ATHLETICA INC | 2020-09-14 | 2021-04-23 | $18,720 | $18,843 | -$123 | -$123 | |
| 35. REGENERON PHARMACEUTICALS | 2021-01-15 | 2021-05-13 | $18,067 | $19,241 | -$1,174 | -$1,174 | |
| 25. APPLE COMPUTER INC | 2019-06-04 | 2021-05-21 | $3,143 | $1,143 | $2,000 | $2,000 | |
| 20. MICROSOFT CORP | 2019-06-04 | 2021-05-21 | $4,908 | $2,453 | $2,455 | $2,455 | |
| 100. APPLE COMPUTER INC | 2019-06-04 | 2021-06-23 | $13,347 | $4,487 | $8,860 | $8,860 | |
| 40. MICROSOFT CORP | 2019-06-04 | 2021-06-23 | $10,604 | $4,906 | $5,698 | $5,698 | |
| 49. DOCUSIGN INC | 2020-03-17 | 2021-08-31 | $14,615 | $3,525 | $11,090 | $11,090 | |
| 145. INTERCONTINENTAL EXCHANGE IN | 2021-01-15 | 2021-08-31 | $17,307 | $16,737 | $570 | $570 | |
| 225. MICRON TECHNOLOGY INC | 2021-04-23 | 2021-08-31 | $16,666 | $19,373 | -$2,707 | -$2,707 | |
| 220. ACTIVISION BLIZZARD INC | 2020-03-26 | 2021-09-09 | $17,188 | $12,477 | $4,711 | $4,711 | |
| 90. BOEING CO | 2021-05-13 | 2021-09-09 | $19,258 | $22,459 | -$3,201 | -$3,201 | |
| 25. APPLE COMPUTER INC | 2019-06-04 | 2021-09-16 | $3,718 | $1,122 | $2,596 | $2,596 | |
| 135. DISNEY WALT HOLDING CO | 2019-12-18 | 2021-09-16 | $24,758 | $18,104 | $6,654 | $6,654 | |
| 95. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-18 | 2021-09-16 | $13,773 | $14,898 | -$1,125 | -$1,125 | |
| 170. WAL MART STORES INC | 2019-06-04 | 2021-09-22 | $24,266 | $16,644 | $7,622 | $7,622 | |
| 235. ABBVIE INC | 2021-02-17 | 2021-09-23 | $25,379 | $25,688 | -$309 | -$309 | |
| 15. CATERPILLAR INC | 2021-03-18 | 2021-09-23 | $2,957 | $3,503 | -$546 | -$546 | |
| 50. APPLE COMPUTER INC | 2019-06-04 | 2021-10-18 | $7,265 | $2,243 | $5,022 | $5,022 | |
| 135. BANK OF AMERICA CORP | 2018-02-20 | 2021-10-18 | $6,234 | $4,328 | $1,906 | $1,906 | |
| 130. CATERPILLAR INC | 2021-03-18 | 2021-10-18 | $25,685 | $27,897 | -$2,212 | -$2,212 | |
| 105. META PLATFORMS INC-CLASS A | 2020-01-10 | 2021-10-18 | $35,222 | $13,333 | $21,889 | $21,889 | |
| 60. FEDEX CORP | 2021-01-21 | 2021-10-18 | $13,663 | $15,935 | -$2,272 | -$2,272 | |
| 10. MICROSOFT CORP | 2019-06-04 | 2021-10-18 | $3,067 | $1,227 | $1,840 | $1,840 | |
| 110. NEXTERA ENERGY INC | 2012-06-15 | 2021-10-18 | $8,960 | $1,863 | $7,097 | $7,097 | |
| 18. BLOCK INC | 2021-08-31 | 2021-10-18 | $4,549 | $4,828 | -$279 | -$279 | |
| 40. UNION PACIFIC CORP | 2019-06-04 | 2021-10-18 | $9,028 | $4,239 | $4,789 | $4,789 | |
| 3. ALPHABET INC | 2019-06-04 | 2021-10-19 | $8,575 | $3,154 | $5,421 | $5,421 | |
| 5. AMAZON COM INC | 2019-06-04 | 2021-10-19 | $17,215 | $8,612 | $8,603 | $8,603 | |
| 165. BANK OF AMERICA CORP | 2018-02-20 | 2021-10-19 | $7,651 | $5,290 | $2,361 | $2,361 | |
| 40. NIKE INC CLASS B | 2019-01-16 | 2021-10-20 | $6,317 | $3,086 | $3,231 | $3,231 | |
| 50. PAYPAL HOLDINGS INC | 2021-02-18 | 2021-11-17 | $10,222 | $13,069 | -$2,847 | -$2,847 | |
| 50. PAYPAL HOLDINGS INC | 2020-12-04 | 2021-11-18 | $10,098 | $10,886 | -$788 | -$788 | |
| 440. PENN NATIONAL GAMING INC | 2021-10-19 | 2021-11-30 | $21,902 | $33,046 | -$11,144 | -$11,144 | |
| 51. CROWDSTRIKE HOLDINGS INC - A | 2021-09-09 | 2021-12-03 | $9,855 | $13,628 | -$3,773 | -$3,773 | |
| 52. CROWDSTRIKE HOLDINGS INC - A | 2021-08-31 | 2021-12-03 | $10,070 | $14,539 | -$4,469 | -$4,469 | |
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,725 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $768 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $903 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,671 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KYONG JU BARNETT | ||||||
| 8638 OLD OAK DRIVE | IRVING | TX | 75063 | TRUSTEE | 15 | $13,000 |
| JESSE BARNETT | ||||||
| 8638 OLD OAK DRIVE | IRVING | TX | 75063 | TRUSTEE | 15 | $24,000 |
| 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 | $1,578,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,608,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,608,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,583,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,671 | TotalTaxAmt |
| Distributable Before Adj | $77,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,388 | 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 | $83,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $82,551 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,527 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $162,093 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $162,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $82,551 | ExcessFromYear2Amt |
| Excess From Year1 | $73,681 | ExcessFromYear1Amt |
| Excess From Current Year | $5,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KYONG JU BARNETT JESSE BARNETT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| UT ARLINGTON ARTART HISTORY DEPT | ||||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76019 | NONE | PC | SUPPORT OF CHARITABLE | $3,500 | |
| GLASSTIRE | ||||||||
| PO BOX 1489 | HOUSTON | TX | 77251 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| BROADWAY BAPTIST CHURCH | ||||||||
| 710 E 3RD ST | SWEETWATER | TX | 79556 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| AFRICAN AMERICAN CULTURAL HERITAGE | ||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | ACTION FUND |
| MIGIZI | ||||||||
| PO BOX 17125 | MINNEAPOLIS | MN | 55417 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,849 | 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 | $122,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,643 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,217 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHECKING ACC EXPENSES | Desc |
| Revenue And Expenses Per Books | $28,088 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,088 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $9 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES (DEDUCT | CategoryTxt |
| Amt | $17,324 | Amt |
| Net Investment Income | $17,324 | NetInvestmentIncomeAmt |