OPAL GREENE TRUST FBO: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OPAL GREENE TRUST FBO (EIN 43-6777417)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-02
- IRS object ID
- 202100339349100515
- Schema version
- 2019v5.0
- 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
- General Explanation Attachment
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-02T15:00:11-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436777417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT L GREENE SCHOLARSHIP TRUST 103737 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2021-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2021-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $820,771 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,382 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $122 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $66,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,319 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,659 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,659 | 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 | $612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $323 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,721 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,721 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,847 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $646,877 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $608,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $736,924 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $669,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $692,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $820,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $669,836 | CapitalStockBOYAmt |
| Capital Stock EOY | $692,443 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $669,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $692,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $669,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $692,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $669,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51 | OtherIncreasesAmt |
| Subtotal | $692,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $692,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (87 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 7. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-10-10 | $1,913 | $742 | $1,171 | $1,171 | |
| 19. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-10-10 | $1,907 | $2,089 | -$182 | -$182 | |
| 35. STARBUCKS CORP | 2018-12-13 | 2019-10-10 | $3,003 | $2,343 | $660 | $660 | |
| 30. XILINX INC | 2019-07-11 | 2019-10-10 | $2,785 | $3,292 | -$507 | -$507 | |
| 15. NEXTERA ENERGY INC | 2016-02-11 | 2019-11-13 | $3,418 | $1,683 | $1,735 | $1,735 | |
| 28. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-11-13 | $2,862 | $2,988 | -$126 | -$126 | |
| 70. PROGRESSIVE CORP OHIO | 2019-07-11 | 2019-11-13 | $5,026 | $5,377 | -$351 | -$351 | |
| 1269. RIVERPARK STRATEGIC INCOME FUND I | 2018-03-27 | 2020-01-06 | $11,497 | $12,005 | -$508 | -$508 | |
| 21. APPLE COMPUTER INC | 2018-12-13 | 2020-01-09 | $6,485 | $3,310 | $3,175 | $3,175 | |
| 25. CONSTELLATION BRANDS INC CLASS A | 2017-08-10 | 2020-01-09 | $4,836 | $4,893 | -$57 | -$57 | |
| 40. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-01-09 | $2,174 | $2,084 | $90 | $90 | |
| 419. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-27 | 2020-03-05 | $4,819 | $5,657 | -$838 | -$838 | |
| 535. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $10,957 | $12,070 | -$1,113 | -$1,113 | |
| 445. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-03-05 | $5,714 | $5,990 | -$276 | -$276 | |
| 155. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $3,196 | $4,114 | -$918 | -$918 | |
| 50. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $1,766 | $2,348 | -$582 | -$582 | |
| 20. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $641 | $1,765 | -$1,124 | -$1,124 | |
| 50. EOG RESOURCES INC | 2015-08-13 | 2020-03-12 | $1,603 | $4,326 | -$2,723 | -$2,723 | |
| 32. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $4,646 | $6,671 | -$2,025 | -$2,025 | |
| 75. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $2,994 | $3,905 | -$911 | -$911 | |
| 27. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $2,590 | $3,370 | -$780 | -$780 | |
| 33. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $3,024 | $2,258 | $766 | $766 | |
| 125. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $4,444 | $5,767 | -$1,323 | -$1,323 | |
| 35. HONEYWELL INTERNATIONAL INC | 2016-03-10 | 2020-05-14 | $4,403 | $3,349 | $1,054 | $1,054 | |
| 10. BROADCOM INC | 2020-01-09 | 2020-06-11 | $2,948 | $3,054 | -$106 | -$106 | |
| 110. CISCO SYSTEMS INC | 2019-08-15 | 2020-06-11 | $4,823 | $5,081 | -$258 | -$258 | |
| 90. KELLOGG CO | 2019-10-10 | 2020-06-11 | $5,749 | $5,622 | $127 | $127 | |
| 10. DOCUSIGN INC. | 2020-06-11 | 2020-07-09 | $2,104 | $1,073 | $1,031 | $1,031 | |
| 14. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $3,409 | $1,142 | $2,267 | $2,267 | |
| 677. MANNING & NAPIER INTL. DISCOVERY CL Z | 2018-03-27 | 2020-08-10 | $16,911 | $13,566 | $3,345 | $3,345 | |
| 272. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-08 | 2020-08-10 | $6,640 | $6,925 | -$285 | -$285 | |
| 937. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-08-10 | $12,359 | $12,511 | -$152 | -$152 | |
| 41. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $3,342 | $2,291 | $1,051 | $1,051 | |
| 2. AMAZON COM INC | 2016-06-08 | 2020-08-13 | $6,351 | $1,454 | $4,897 | $4,897 | |
| 8. APPLE COMPUTER INC | 2016-02-11 | 2020-08-13 | $3,688 | $778 | $2,910 | $2,910 | |
| 14. ABBOTT LABORATORIES | 2018-09-13 | 2020-08-31 | $1,533 | $844 | $689 | $689 | |
| 7. ABBVIE INC | 2020-05-14 | 2020-08-31 | $668 | $631 | $37 | $37 | |
| 13. ACTIVISION BLIZZARD INC | 2020-03-12 | 2020-08-31 | $1,080 | $723 | $357 | $357 | |
| 3. ADOBE SYSTEMS INC | 2017-02-09 | 2020-08-31 | $1,535 | $350 | $1,185 | $1,185 | |
| 2. ALPHABET INC | 2018-12-13 | 2020-08-31 | $3,260 | $2,141 | $1,119 | $1,119 | |
| 1. AMAZON COM INC | 2016-05-12 | 2020-08-31 | $3,468 | $720 | $2,748 | $2,748 | |
| 3. BECTON DICKINSON & CO | 2018-01-11 | 2020-08-31 | $728 | $677 | $51 | $51 | |
| 28. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2020-08-31 | $2,054 | $1,608 | $446 | $446 | |
| 10. CME GROUP INC | 2018-11-19 | 2020-08-31 | $1,757 | $1,958 | -$201 | -$201 | |
| 6. COSTCO WHOLESALE CORP | 2020-08-13 | 2020-08-31 | $2,085 | $2,018 | $67 | $67 | |
| 4. COSTAR GROUP INC | 2019-11-13 | 2020-08-31 | $3,403 | $2,256 | $1,147 | $1,147 | |
| 13. DANAHER CORP | 2006-07-11 | 2020-08-31 | $2,682 | $307 | $2,375 | $2,375 | |
| 17. DISNEY WALT HOLDING CO | 2018-12-13 | 2020-08-31 | $2,242 | $1,926 | $316 | $316 | |
| 9. DOCUSIGN INC. | 2020-03-12 | 2020-08-31 | $1,999 | $596 | $1,403 | $1,403 | |
| 12. DOLLAR GENERAL CORP | 2019-02-14 | 2020-08-31 | $2,417 | $1,430 | $987 | $987 | |
| 52. DUKE WEEKS REALTY CORP | 2019-08-15 | 2020-08-31 | $1,999 | $1,713 | $286 | $286 | |
| 10. ECOLAB INC | 2018-09-13 | 2020-08-31 | $1,974 | $1,564 | $410 | $410 | |
| 13. EDWARDS LIFESCIENCES CORP | 2020-05-14 | 2020-08-31 | $1,118 | $939 | $179 | $179 | |
| 13. FACEBOOK INC - A SHS | 2019-07-11 | 2020-08-31 | $3,838 | $2,612 | $1,226 | $1,226 | |
| 15. FISERV INC | 2018-09-13 | 2020-08-31 | $1,489 | $1,216 | $273 | $273 | |
| 10. FIVE BELOW INC | 2019-02-14 | 2020-08-31 | $1,096 | $1,303 | -$207 | -$207 | |
| 13. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2020-08-31 | $2,663 | $3,152 | -$489 | -$489 | |
| 8. HOME DEPOT INC | 2018-06-14 | 2020-08-31 | $2,282 | $1,598 | $684 | $684 | |
| 8. INTUIT INC | 2019-01-10 | 2020-08-31 | $2,755 | $1,641 | $1,114 | $1,114 | |
| 19. J P MORGAN CHASE & CO | 2015-05-05 | 2020-08-31 | $1,904 | $1,226 | $678 | $678 | |
| 4. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-08-31 | $1,557 | $1,247 | $310 | $310 | |
| 3. LULULEMON ATHLETICA INC | 2020-07-09 | 2020-08-31 | $1,132 | $942 | $190 | $190 | |
| 15. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2020-08-31 | $1,723 | $1,576 | $147 | $147 | |
| 7. MASTERCARD INC - CLASS A | 2015-03-12 | 2020-08-31 | $2,512 | $626 | $1,886 | $1,886 | |
| 24. MERCK & CO INC | 2018-11-19 | 2020-08-31 | $2,049 | $1,835 | $214 | $214 | |
| 29. MICROSOFT CORP | 2018-04-12 | 2020-08-31 | $6,547 | $2,579 | $3,968 | $3,968 | |
| 6. NEXTERA ENERGY INC | 2016-02-11 | 2020-08-31 | $1,680 | $673 | $1,007 | $1,007 | |
| 21. NIKE INC CLASS B | 2018-08-08 | 2020-08-31 | $2,356 | $1,695 | $661 | $661 | |
| 3. NVIDIA CORP | 2020-05-14 | 2020-08-31 | $1,606 | $958 | $648 | $648 | |
| 5. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2020-08-31 | $2,331 | $2,054 | $277 | $277 | |
| 2. REGENERON PHARMACEUTICALS INC | 2020-07-09 | 2020-08-31 | $1,233 | $1,275 | -$42 | -$42 | |
| 10. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2020-08-31 | $2,301 | $2,340 | -$39 | -$39 | |
| 13. SALESFORCE.COM INC | 2018-08-08 | 2020-08-31 | $3,528 | $1,890 | $1,638 | $1,638 | |
| 30. STARBUCKS CORP | 2020-06-11 | 2020-08-31 | $2,535 | $2,153 | $382 | $382 | |
| 5. STRYKER CORP | 2017-08-10 | 2020-08-31 | $991 | $720 | $271 | $271 | |
| 14. TEXAS INSTRUMENTS INC | 2019-09-13 | 2020-08-31 | $1,986 | $1,820 | $166 | $166 | |
| 4. THERMO ELECTRON CORP | 2010-07-20 | 2020-08-31 | $1,711 | $197 | $1,514 | $1,514 | |
| 22. TWITTER INC | 2020-03-12 | 2020-08-31 | $894 | $606 | $288 | $288 | |
| 10. UNION PACIFIC CORP | 2019-07-11 | 2020-08-31 | $1,925 | $1,714 | $211 | $211 | |
| 5. UNITEDHEALTH GROUP INC | 2018-07-11 | 2020-08-31 | $1,575 | $817 | $758 | $758 | |
| 11. VISA INC | 2016-10-13 | 2020-08-31 | $2,335 | $903 | $1,432 | $1,432 | |
| 17. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-08-31 | $1,934 | $1,576 | $358 | $358 | |
| 8. ACCENTURE PLC - CL A | 2018-09-13 | 2020-08-31 | $1,916 | $1,378 | $538 | $538 | |
| 13. APPLE COMPUTER INC | 2016-02-11 | 2020-09-02 | $1,693 | $304 | $1,389 | $1,389 | |
| 34. APPLE COMPUTER INC | 2016-02-11 | 2020-09-10 | $3,862 | $794 | $3,068 | $3,068 | |
| 35. FISERV INC | 2018-09-13 | 2020-09-10 | $3,319 | $2,838 | $481 | $481 | |
| CAPITAL GAIN DIVIDENDS | $2,158 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,777 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $747,035 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050569 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,674 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $775,812 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047272 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,656 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $733,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048633 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,185 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $723,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052803 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $757,225 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04896 | DistributionYr5Rt |
| Total Distribution | 0.248237 | TotalDistributionRt |
| Average Distribution | 0.049647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $770,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $599 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $328 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $328 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $870 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,319 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $746,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $782,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $782,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $770,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,198 | TotalTaxAmt |
| Distributable Before Adj | $37,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,180 | 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 | $37,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,721 | 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 | $37,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,721 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,459 | 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 | $30,891 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MO AT KANSAS CITY | BusinessNameLine1Txt |
| Business Name Line2 | ATTNKATHY DUNN DIR OF MAJOR GIFTS | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 HOLMES ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $30,721 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,721 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,504 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,382 | 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 | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,008 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Request to change name of the foundation | IdentifierTxt |
| Form And Line Reference | Tax Return on page 1 | FormAndLineReferenceDesc |
| Medium Explanation | Per Article VII, page 3 on trust document, the trust shall be known as The Robert L. Greene Scholarship Trust. | MediumExplanationTxt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $122 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $9 |
| MUTUAL FUND TIMING ADJUSTMENT | $42 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $289 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $267 | $267 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $56 | $56 | $0 |