ARVIN GOTTLIEB CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARVIN GOTTLIEB CHARITABLE FOUNDATION (EIN 43-6380792)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202243079349101619
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T16:00:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 436380792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARVIN GOTTLIEB CHARITABLE FOUNDATION 10015600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | BusinessNameControlTxt |
| Phone | 8168601933 | 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 | 8168601933 | PhoneNum |
| Signature | 2022-11-02 | 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 | 2022-11-02 | 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 | $45,756,415 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $891,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $865,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,097,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,596,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,097,829 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $133,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113,969 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,123,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,077,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $341,074 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $255,806 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,269 | 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 Rev And Expnss | $3,149 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $787 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,361 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,208 | 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 | $347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $347 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $403,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $272,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,618,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,618,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,022,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $272,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,707,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,100,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,804,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,044 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,250,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,679,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,679,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $23,595,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,884,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,581,997 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,530,983 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,915,879 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,494,419 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,383,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,480,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,756,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,383,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,480,042 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,383,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,480,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,383,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,480,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,383,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,100,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,483,946 | SubtotalAmt |
| Other Decreases | $3,904 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,480,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25630. RIVERPARK S/T HI YLD-INST | 2017-12-07 | 2021-01-06 | $247,586 | $249,893 | -$2,307 | -$2,307 | |
| 275000. MACYS RETAIL HOLDINGS INC DTD 12/10/2015 3.450% 1/15/2021 | 2019-06-25 | 2021-01-15 | $275,000 | $275,000 | |||
| 1700. BRISTOL MYERS SQUIBB CO RTS | 2019-11-21 | 2021-01-21 | $3,621 | -$3,621 | -$3,621 | ||
| 40. AMAZON COM INC | 2019-11-27 | 2021-02-16 | $130,577 | $72,841 | $57,736 | $57,736 | |
| 500. AMGEN INC | 2017-03-23 | 2021-02-16 | $116,845 | $83,671 | $33,174 | $33,174 | |
| 2000. APPLE COMPUTER INC | 2008-10-17 | 2021-02-16 | $267,122 | $8,176 | $258,946 | $258,946 | |
| 200. BLACKROCK INC | 2015-04-07 | 2021-02-16 | $146,754 | $74,166 | $72,588 | $72,588 | |
| 2000. EXXON MOBIL CORP | 2016-04-21 | 2021-02-16 | $103,918 | $94,441 | $9,477 | $9,477 | |
| 600. GALLAGHER ARTHUR J & CO | 2005-04-22 | 2021-02-16 | $70,494 | $16,836 | $53,658 | $53,658 | |
| 2000. INTEL CORP | 2008-11-05 | 2021-02-16 | $124,665 | $30,480 | $94,185 | $94,185 | |
| 500. J P MORGAN CHASE & CO | 2015-04-07 | 2021-02-16 | $72,332 | $30,512 | $41,820 | $41,820 | |
| 500. MICROSOFT CORP | 2001-05-31 | 2021-02-16 | $121,883 | $17,368 | $104,515 | $104,515 | |
| 400. NIKE INC CLASS B | 2016-10-14 | 2021-02-16 | $56,811 | $20,820 | $35,991 | $35,991 | |
| 2500. ORACLE CORPORATION | 1998-06-03 | 2021-02-16 | $155,747 | $10,104 | $145,643 | $145,643 | |
| 2000. PLAINS GP HOLDINGS LP-CL A | 2017-03-23 | 2021-02-16 | $17,700 | $85,797 | -$68,097 | -$68,097 | |
| 900. TEXAS INSTRUMENTS INC | 2001-02-02 | 2021-02-16 | $162,493 | $39,060 | $123,433 | $123,433 | |
| 300. THERMO ELECTRON CORP | 2011-05-19 | 2021-02-16 | $149,902 | $19,589 | $130,313 | $130,313 | |
| 3100. US BANCORP | 2012-05-21 | 2021-02-16 | $150,952 | $95,283 | $55,669 | $55,669 | |
| 50000. MARRIOTT INTERNATIONAL INC DTD 9/14/2015 2.875% 3/1/2021 | 2020-10-08 | 2021-03-01 | $50,000 | $50,000 | |||
| 160000. NORTHROP GRUMMAN CORP DTD 11/8/2010 3.500% 3/15/2021 | 2015-12-09 | 2021-03-15 | $160,000 | $160,000 | |||
| 1200. APPLE COMPUTER INC | 2008-10-17 | 2021-04-22 | $158,486 | $4,224 | $154,262 | $154,262 | |
| 1000. INTEL CORP | 2008-11-05 | 2021-04-22 | $62,485 | $15,240 | $47,245 | $47,245 | |
| 500. MICROSOFT CORP | 2001-05-31 | 2021-04-22 | $128,369 | $17,368 | $111,001 | $111,001 | |
| 160000. ALTRIA GROUP INC DTD 5/5/2011 4.750% 5/5/2021 | 2015-12-09 | 2021-05-05 | $160,000 | $160,000 | |||
| 1286. ISHARES RUSSELL MID-CAP ETF | 2020-12-22 | 2021-06-18 | $99,169 | $87,936 | $11,233 | $11,233 | |
| 2490.04 PRINCIPAL MIDCAP FUND-R6 | 2017-02-23 | 2021-06-18 | $99,054 | $60,236 | $38,818 | $38,818 | |
| 400. APPLE COMPUTER INC | 2008-10-17 | 2021-06-21 | $52,776 | $1,408 | $51,368 | $51,368 | |
| 3260. ISHARES RUSSELL MID-CAP ETF | 2020-12-22 | 2021-06-21 | $254,312 | $222,916 | $31,396 | $31,396 | |
| 200. MICROSOFT CORP | 2001-05-31 | 2021-06-21 | $52,422 | $6,947 | $45,475 | $45,475 | |
| 11312.217 PRINCIPAL MIDCAP FUND-R6 | 2017-03-06 | 2021-06-21 | $457,466 | $270,203 | $187,263 | $187,263 | |
| 350. ORGANON & CO-CDI | 2017-03-23 | 2021-08-02 | $10,248 | $10,040 | $208 | $208 | |
| 175000. HALLIBURTON CO DTD 11/14/2011 3.250% 11/15/2021 | 2015-11-13 | 2021-08-16 | $175,000 | $175,000 | |||
| 175000. PACKAGING CORP OF AMERICA DTD 10/22/2013 4.500% 11/1/2023 | 2017-06-02 | 2021-10-08 | $189,018 | $179,981 | $9,037 | $9,037 | |
| 500. DISNEY WALT HOLDING CO | 2015-08-05 | 2021-10-12 | $86,497 | $56,522 | $29,975 | $29,975 | |
| 3000. VENTAS INC | 2017-10-13 | 2021-10-12 | $164,678 | $190,302 | -$25,624 | -$25,624 | |
| 2000. VERIZON COMMUNICATIONS | 2009-12-11 | 2021-11-02 | $105,042 | $61,704 | $43,338 | $43,338 | |
| 4000. AT&T INC | 2018-06-13 | 2021-11-10 | $99,812 | $123,929 | -$24,117 | -$24,117 | |
| 200. KYNDRYL HOLDINGS INC | 2021-10-12 | 2021-11-10 | $4,343 | $6,674 | -$2,331 | -$2,331 | |
| 215000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2021-01-25 | 2021-11-15 | $215,000 | $215,000 | |||
| 195000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-03-21 | 2021-11-15 | $195,000 | $195,000 | |||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P | |||||
| CAPITAL GAIN DIVIDENDS | $246,159 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,097,829 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,983 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,983 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,983 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,775 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,775 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,792 | OverpaymentAmt |
| Applied To ES Tax | $7,792 | 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 | 8168601933 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 2 | $234,582 |
| PETER BROWN LATHROP AND GAGE | ||||||
| 2345 GRAND BLVD SUITE 2800 | KANSAS CITY | MO | 64108 | CO-TRUSTEE | 2 | $53,246 |
| BARTON J COHEN | ||||||
| 9010 SHAWNEE MISSION PARKWAY | MISSION | KS | 662022820 | CO-TRUSTEE | 2 | $53,246 |
| 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 | $39,826,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,261,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,410,246 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,498,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,498,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $637,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,861,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,093,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,093,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,983 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,983 | TotalTaxAmt |
| Distributable Before Adj | $2,054,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,054,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,054,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,707,216 | 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 | $1,707,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,054,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,411 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,217 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,707,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,707,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $108,628 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $108,628 | 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 | $238,226 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | ||||||||
| KANSAS & WESTERN MISSOURI DIVISION | 3637 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | CHRISTMAS CAMPAIGN | $20,000 |
| AMERICAN RED CROSS | ||||||||
| 6601 W WINCHESTER AVE SUITE 110 | KANSAS CITY | MO | 64133 | NONE | PC | TORNADO RELIEF | $25,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | BUILDING DREAMS & | $10,000 | |
| RESTART INC | ||||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 | |
| NATIONAL WORLD WAR I MUSEUM | ||||||||
| ATTN DEBBIE BASS | 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | NIGHT AT THE TOWER GALA | $10,000 |
| AFIA HOLDING COMPANY | ||||||||
| C/O R BRACKNEY | 800 WEST MEYER BLVD | KANSAS CITY | MO | 64113 | NONE | PC | PHASE II CAPITAL CAMPAIGN | $50,000 |
| ACADEMY FOR INTEGRATED ARTS | ||||||||
| 800 WEST MEYER BLVD | KANSAS CITY | MO | 64113 | NONE | PC | CO-TEACHING MODEL SUPPORT | $25,000 | |
| AFTER THE HARVEST | ||||||||
| 6320 BROOKSIDE PLAZA STE 504 | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING | $10,000 | |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 N AMBASSADOR DR | KANSAS CITY | MO | 64153 | NONE | PC | AFA SCHOLARSHIP SUPPORT | $50,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | EDUCATION OPERATIONS | $50,000 | |
| BAPTIST TRINITY LUTHERAN | ||||||||
| 6675 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | KC MEDICINE CABINET | $15,000 | |
| CHILDREN'S MERCY HOSPITAL & CLINICS | ||||||||
| 2401 GILHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | UNIVERSITY ACADEMY WELLNESS | $30,000 | |
| CITY UNION MISSION | ||||||||
| 1108 E 10TH ST | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| DEEP ROOTS KC | ||||||||
| PO BOX 32131 | KANSAS CITY | MO | 64111 | NONE | PC | EDUCATION FOR RESILIENT | $5,000 | |
| EPEC INC | ||||||||
| 5829 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $5,000 | |
| FIRST CALL ALCOHOLDRUG PREVENTION | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | CLINICAL AND PREVENTION | $5,000 | |
| FRIENDS OF THE KANSAS CITY ZOO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | ELEPHANT EXHIBIT RENOVATION | $25,000 | |
| GIRLS SCOUTS OF NE KANSAS & NW MISSOURI | ||||||||
| 8383 BLUE PARKWAY DR | KANSAS CITY | MO | 64133 | NONE | PC | STEM PROGRAM | $10,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | PORTRAITS OF COURAGE | $110,000 | |
| HORIZON ACADEMY | ||||||||
| 4901 REINHARDT | ROELAND PARK | KS | 66205 | NONE | PC | SCHOLARSHIP FUNDS | $3,000 | |
| JEWISH FEDERATION OF GREATER | ||||||||
| 5801 WEST 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | PROJECTS IN AREA OF YOUTH & | $30,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SPACE TO CREATE CAPITAL | $65,000 | |
| KANSAS CITY BALLET | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | SEASON SUPPORT | $20,000 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE ST | KANSAS CITY | MO | 64113 | NONE | PC | 20-21 CONCERT SERIES | $7,500 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEY CAMP CHARITABLE | $10,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 4550 MAIN ST SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | READY TO LEAD CAPITAL | $34,000 | |
| KANSAS CITY REPERTORY THEATRE | ||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | YOUTH EDUCATION PROGRAMS | $15,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | SEASON SUPPORT | $30,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LAJOLLA INSTITUTE FOR IMMUNOLOGY | ||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | BIOSAFETY LEVEL-3 LAB & | $75,000 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | ONLINE LEARNING & EDUCATION | $15,000 | |
| LYRIC OPERA | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | SEASON SUPPORT | $40,000 | |
| METROPOLITAN ORGANIZATION TO COUNTER | ||||||||
| 3100 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATURE CONSERVANCY-KANSAS CHAPTER | ||||||||
| 2420 NW BUTTON RD | TOPEKA | MO | 66608 | NONE | PC | CHEYENNE BOTTOMS | $10,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANAS CITY | MO | 64132 | NONE | PC | PROJECT SAFE | $30,000 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | ||||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | NONE | PC | ENDOWED CHAIR IN | $214,286 | |
| STANFORD UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 923 MEARS COURT | STANFORD | CA | 94305 | NONE | PC | CARDIOVASCULAR RESEARCH | $150,000 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | AFTER AND SUMMER SCHOOL | $15,000 | |
| UMKC BLOCH SCHOOL OF BUSINESS | ||||||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT FOR TWO GOTTLIEB | $110,000 | |
| UNION STATION KANSAS CITY | ||||||||
| 30 WEST PERSHING | KANSAS CITY | MO | 64108 | NONE | PC | AUSCHWITZ EXHIBIT | $20,000 | |
| UNIVERSITY OF KANSAS HEALTH SYSTEMS | ||||||||
| 4000 CAMBRIDGE ST | KANSAS CITY | KS | 66160 | NONE | PC | RAPID RECOVERY LOUNGE | $20,000 | |
| VILLAGE SHALOM | ||||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | CAPITAL CAMPAIGN | $30,000 | |
| YOUTH VOLUNTEER CORPS | ||||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 66212 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| DERRICK THOMAS NEIL SMITH THIRD & LONG | ||||||||
| 8301 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | AN EVENING WITH LEGENDS | $7,500 | |
| ADVENT HEALTH | ||||||||
| 9100 W 74TH ST | SHAWNEE MISSION | KS | 66204 | NONE | PC | LIVING IN VITALITY WOMEN'S | $25,000 | |
| NEW REFORM TEMPLE OF KANSAS CITY MO | ||||||||
| 7100 MAIN ST | KASNAS CITY | MO | 64114 | NONE | PC | NRT TOMORROW RENOVATION | $10,000 | |
| R2 SUBSIDIARY INC | ||||||||
| 1800 WYANDOTTE ST SUITE 204 | KANAS CITY | MO | 64111 | NONE | PC | APPAREL PRODUCTION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,618,786 | 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 | $891,831 | 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 | $2,097,829 | 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 | PARTNERSHIP INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $133,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,123,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,123,160 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE AND UNIQUE ASSETS | Desc |
| BOY Book Value | $1,530,983 | BOYBookValueAmt |
| EOY Book Value | $1,915,879 | EOYBookValueAmt |
| EOYFMV | $2,494,419 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX LOT COST BASIS ADJUSTMENT | $2,648 |
| ACCRUED INTEREST PAID | $1,256 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FARM MANAGEMENT FEE | $330 | $330 | $0 |
| MISCELLANEOUS FEE | $17 | $17 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $133,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113,969 | NetInvestmentIncomeAmt |