CLARA L SHUMWAY CHAR TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLARA L SHUMWAY CHAR TR (EIN 43-6743873)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-02
- IRS object ID
- 202110339349101301
- 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
- Other Decreases Schedule
- Other Income Schedule2
- 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 | 436743873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARA SHUMWAY CHAR TRUST 103736 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | 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 | 2021-01-08 | 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 | 2021-01-08 | 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 | $4,842,641 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $86,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $293,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,066,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,306 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,368 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $381,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,011 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,579 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,789 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,789 | 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 | $2,582 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,582 | 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 | $50,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,989 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,989 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $352,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $289,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $404,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,371 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,739,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,756,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,438,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,028,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,160,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,842,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,028,560 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,160,774 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,028,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,160,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,028,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,160,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,028,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,160,777 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,160,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (109 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. FEDERAL HOME LOAN MORTGAGE CORP DTD 10/2/2012 1.250% 10/2/2019 | 2016-01-27 | 2019-10-02 | $50,000 | $49,881 | $119 | $119 | |
| 45. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-10-10 | $12,301 | $4,546 | $7,755 | $7,755 | |
| 115. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-10-10 | $11,545 | $12,641 | -$1,096 | -$1,096 | |
| 215. STARBUCKS CORP | 2018-12-13 | 2019-10-10 | $18,448 | $14,391 | $4,057 | $4,057 | |
| 165. XILINX INC | 2019-07-11 | 2019-10-10 | $15,315 | $17,980 | -$2,665 | -$2,665 | |
| 201.495 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-10-15 | $94 | $96 | -$2 | -$2 | |
| 7.9044 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-10-15 | $13 | $14 | -$1 | -$1 | |
| 49.23 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-10-15 | $33 | $34 | -$1 | -$1 | |
| 10.9165 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-10-21 | $58 | $60 | -$2 | -$2 | |
| 120. NEXTERA ENERGY INC | 2016-02-19 | 2019-11-13 | $27,347 | $13,550 | $13,797 | $13,797 | |
| 170. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-11-13 | $17,375 | $18,148 | -$773 | -$773 | |
| 136.61 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-11-15 | $65 | $66 | -$1 | -$1 | |
| 60000. GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-11-15 | $8 | $8 | |||
| 15.9916 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-11-15 | $33 | $34 | -$1 | -$1 | |
| 50000. GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-11-20 | $11 | $11 | |||
| 84.157 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-12-16 | $52 | $53 | -$1 | -$1 | |
| 40000. GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-12-16 | $16 | $16 | |||
| 5012. RIVERPARK STRATEGIC INCOME FUND I | 2018-03-26 | 2020-01-06 | $45,409 | $47,363 | -$1,954 | -$1,954 | |
| 120. APPLE COMPUTER INC | 2018-12-13 | 2020-01-09 | $37,056 | $18,260 | $18,796 | $18,796 | |
| 160. CONSTELLATION BRANDS INC CLASS A | 2017-08-10 | 2020-01-09 | $30,952 | $31,274 | -$322 | -$322 | |
| 405. PROGRESSIVE CORP OHIO | 2019-07-11 | 2020-01-09 | $29,846 | $31,007 | -$1,161 | -$1,161 | |
| 250. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-01-09 | $13,589 | $13,022 | $567 | $567 | |
| 42.146 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2020-01-15 | $42 | $43 | -$1 | -$1 | |
| 5.65 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2020-02-18 | $37 | $37 | |||
| 4059. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-26 | 2020-03-05 | $46,679 | $53,842 | -$7,163 | -$7,163 | |
| 2808. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $57,508 | $63,348 | -$5,840 | -$5,840 | |
| 3000. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-03-05 | $38,520 | $40,380 | -$1,860 | -$1,860 | |
| 295.969 VANGUARD INSTITUTIONAL INDEX | 2019-02-22 | 2020-03-05 | $80,675 | $68,068 | $12,607 | $12,607 | |
| 241.207 VANGUARD INSTITUTIONAL INDEX | 2019-06-19 | 2020-03-05 | $65,748 | $63,879 | $1,869 | $1,869 | |
| 925. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $19,075 | $25,009 | -$5,934 | -$5,934 | |
| 320. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $11,300 | $15,029 | -$3,729 | -$3,729 | |
| 285. EOG RESOURCES INC | 2016-02-19 | 2020-03-12 | $9,138 | $22,266 | -$13,128 | -$13,128 | |
| 125. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $4,008 | $11,032 | -$7,024 | -$7,024 | |
| 195. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $28,312 | $40,764 | -$12,452 | -$12,452 | |
| 100000. GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2020-03-16 | $6 | $6 | |||
| 440. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $17,566 | $22,903 | -$5,337 | -$5,337 | |
| 163. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $15,638 | $20,348 | -$4,710 | -$4,710 | |
| 1106. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-04-08 | $55,078 | $56,008 | -$930 | -$930 | |
| 300. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-04-15 | $15,006 | $15,192 | -$186 | -$186 | |
| 205. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $18,789 | $14,029 | $4,760 | $4,760 | |
| 735. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $26,130 | $33,900 | -$7,770 | -$7,770 | |
| 220. HONEYWELL INTERNATIONAL INC | 2016-03-10 | 2020-05-14 | $27,676 | $21,437 | $6,239 | $6,239 | |
| 65. BROADCOM INC | 2020-01-09 | 2020-06-11 | $19,164 | $19,852 | -$688 | -$688 | |
| 700. CISCO SYSTEMS INC | 2020-01-09 | 2020-06-11 | $30,693 | $32,419 | -$1,726 | -$1,726 | |
| 555. KELLOGG CO | 2019-10-10 | 2020-06-11 | $35,455 | $34,669 | $786 | $786 | |
| 52. DOCUSIGN INC. | 2020-06-11 | 2020-07-09 | $10,940 | $4,674 | $6,266 | $6,266 | |
| 64. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $15,583 | $5,219 | $10,364 | $10,364 | |
| 3653. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-08-11 | $76,275 | $82,412 | -$6,137 | -$6,137 | |
| 3637. MANNING & NAPIER INTL. DISCOVERY CL Z | 2018-03-26 | 2020-08-11 | $90,707 | $75,751 | $14,956 | $14,956 | |
| 2095. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-09 | 2020-08-11 | $51,621 | $53,862 | -$2,241 | -$2,241 | |
| 6798. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-08-11 | $90,209 | $89,768 | $441 | $441 | |
| 260. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $21,192 | $14,529 | $6,663 | $6,663 | |
| 7. AMAZON COM INC | 2016-06-08 | 2020-08-13 | $22,230 | $5,059 | $17,171 | $17,171 | |
| 51. APPLE COMPUTER INC | 2016-02-19 | 2020-08-13 | $23,510 | $4,892 | $18,618 | $18,618 | |
| 273. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-04 | 2020-09-08 | $13,859 | $14,106 | -$247 | -$247 | |
| 305. FISERV INC | 2018-09-13 | 2020-09-10 | $28,926 | $24,730 | $4,196 | $4,196 | |
| 67. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-04 | 2020-09-11 | $3,399 | $3,462 | -$63 | -$63 | |
| 89. ABBOTT LABORATORIES | 2018-09-13 | 2020-09-15 | $9,457 | $5,434 | $4,023 | $4,023 | |
| 58. ABBVIE INC | 2020-05-14 | 2020-09-15 | $5,256 | $5,227 | $29 | $29 | |
| 28. ACTIVISION BLIZZARD INC | 2020-03-12 | 2020-09-15 | $2,272 | $1,540 | $732 | $732 | |
| 50. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-09-15 | $4,057 | $2,794 | $1,263 | $1,263 | |
| 30. ADOBE SYSTEMS INC | 2017-02-09 | 2020-09-15 | $14,870 | $3,495 | $11,375 | $11,375 | |
| 16. ALPHABET INC | 2018-12-13 | 2020-09-15 | $24,469 | $16,745 | $7,724 | $7,724 | |
| 12. AMAZON COM INC | 2016-05-12 | 2020-09-15 | $37,692 | $8,634 | $29,058 | $29,058 | |
| 309. APPLE COMPUTER INC | 2016-02-11 | 2020-09-15 | $35,281 | $7,215 | $28,066 | $28,066 | |
| 33. BECTON DICKINSON & CO | 2018-01-11 | 2020-09-15 | $7,462 | $7,443 | $19 | $19 | |
| 172. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2020-09-15 | $13,551 | $9,880 | $3,671 | $3,671 | |
| 53. CME GROUP INC | 2018-11-19 | 2020-09-15 | $8,876 | $10,380 | -$1,504 | -$1,504 | |
| 37. COSTCO WHOLESALE CORP | 2020-08-13 | 2020-09-15 | $12,689 | $12,441 | $248 | $248 | |
| 12. COSTAR GROUP INC | 2019-11-13 | 2020-09-15 | $10,075 | $6,768 | $3,307 | $3,307 | |
| 82. DANAHER CORP | 2016-02-19 | 2020-09-15 | $17,052 | $4,151 | $12,901 | $12,901 | |
| 80. DISNEY WALT HOLDING CO | 2020-08-13 | 2020-09-15 | $10,485 | $10,520 | -$35 | -$35 | |
| 23. DISNEY WALT HOLDING CO | 2018-12-13 | 2020-09-15 | $3,015 | $2,606 | $409 | $409 | |
| 55. DOCUSIGN INC. | 2020-03-12 | 2020-09-15 | $11,016 | $3,639 | $7,377 | $7,377 | |
| 63. DOLLAR GENERAL CORP | 2019-02-14 | 2020-09-15 | $12,798 | $7,507 | $5,291 | $5,291 | |
| 302. DUKE WEEKS REALTY CORP | 2019-08-15 | 2020-09-15 | $11,391 | $9,947 | $1,444 | $1,444 | |
| 67. ECOLAB INC | 2018-09-13 | 2020-09-15 | $13,856 | $10,479 | $3,377 | $3,377 | |
| 79. EDWARDS LIFESCIENCES CORP | 2020-05-14 | 2020-09-15 | $6,558 | $5,707 | $851 | $851 | |
| 76. FACEBOOK INC - A SHS | 2019-07-11 | 2020-09-15 | $20,561 | $15,272 | $5,289 | $5,289 | |
| 64. FIVE BELOW INC | 2019-02-14 | 2020-09-15 | $8,464 | $8,340 | $124 | $124 | |
| 78. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2020-09-15 | $15,469 | $18,914 | -$3,445 | -$3,445 | |
| 49. HOME DEPOT INC | 2018-06-14 | 2020-09-15 | $13,955 | $9,790 | $4,165 | $4,165 | |
| 43. INTUIT INC | 2019-01-10 | 2020-09-15 | $13,810 | $8,821 | $4,989 | $4,989 | |
| 106. J P MORGAN CHASE & CO | 2015-05-05 | 2020-09-15 | $10,539 | $6,837 | $3,702 | $3,702 | |
| 24. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-09-15 | $9,381 | $7,485 | $1,896 | $1,896 | |
| 29. LULULEMON ATHLETICA INC | 2020-09-10 | 2020-09-15 | $9,100 | $9,291 | -$191 | -$191 | |
| 91. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2020-09-15 | $10,785 | $9,562 | $1,223 | $1,223 | |
| 42. MASTERCARD INC - CLASS A | 2015-03-12 | 2020-09-15 | $14,226 | $3,735 | $10,491 | $10,491 | |
| 136. MERCK & CO INC | 2018-11-19 | 2020-09-15 | $11,387 | $10,401 | $986 | $986 | |
| 172. MICROSOFT CORP | 2018-04-12 | 2020-09-15 | $35,672 | $16,166 | $19,506 | $19,506 | |
| 23. NEXTERA ENERGY INC | 2016-02-11 | 2020-09-15 | $6,766 | $2,580 | $4,186 | $4,186 | |
| 127. NIKE INC CLASS B | 2018-08-08 | 2020-09-15 | $15,157 | $10,253 | $4,904 | $4,904 | |
| 16. NVIDIA CORP | 2020-05-14 | 2020-09-15 | $8,214 | $5,112 | $3,102 | $3,102 | |
| 30. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2020-09-15 | $14,294 | $12,324 | $1,970 | $1,970 | |
| 11. REGENERON PHARMACEUTICALS INC | 2020-07-09 | 2020-09-15 | $6,344 | $7,013 | -$669 | -$669 | |
| 61. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2020-09-15 | $13,703 | $14,276 | -$573 | -$573 | |
| 77. SALESFORCE.COM INC | 2018-08-08 | 2020-09-15 | $19,273 | $11,192 | $8,081 | $8,081 | |
| 173. STARBUCKS CORP | 2020-06-11 | 2020-09-15 | $15,146 | $12,420 | $2,726 | $2,726 | |
| 41. STRYKER CORP | 2017-08-10 | 2020-09-15 | $8,599 | $5,904 | $2,695 | $2,695 | |
| 79. TEXAS INSTRUMENTS INC | 2019-09-13 | 2020-09-15 | $11,078 | $10,268 | $810 | $810 | |
| 28. THERMO ELECTRON CORP | 2016-02-19 | 2020-09-15 | $12,135 | $2,189 | $9,946 | $9,946 | |
| 336. TWITTER INC | 2020-09-10 | 2020-09-15 | $13,030 | $13,100 | -$70 | -$70 | |
| 61. UNION PACIFIC CORP | 2019-07-11 | 2020-09-15 | $12,334 | $10,454 | $1,880 | $1,880 | |
| 29. UNITEDHEALTH GROUP INC | 2018-07-11 | 2020-09-15 | $8,876 | $6,021 | $2,855 | $2,855 | |
| 68. VISA INC | 2016-10-13 | 2020-09-15 | $13,934 | $5,578 | $8,356 | $8,356 | |
| 98. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-09-15 | $11,490 | $9,087 | $2,403 | $2,403 | |
| 44. ACCENTURE PLC - CL A | 2018-09-13 | 2020-09-15 | $10,529 | $7,580 | $2,949 | $2,949 | |
| 25000. JP MORGAN CHASE & CO DTD 5/10/2011 4.625% 5/10/2021 | 2019-02-26 | 2020-09-21 | $25,711 | $25,268 | $443 | $443 | |
| CAPITAL GAIN DIVIDENDS | $14,070 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,306 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,786 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,483,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050802 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $215,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,718,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045731 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,386 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,317,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04757 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,902 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,168,685 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052271 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,389,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047827 | DistributionYr5Rt |
| Total Distribution | 0.244201 | TotalDistributionRt |
| Average Distribution | 0.04884 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,575,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,477 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,526 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $227,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $222,578 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,948 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,105 | 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 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | 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 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $47,579 | 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 | $4,357,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,645,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,645,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,575,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,053 | TotalTaxAmt |
| Distributable Before Adj | $221,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,578 | 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 | $222,578 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,986 | 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 | $222,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,986 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,592 | 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 | $197,139 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF GREATER KS CHAPTER | ||||||||
| ATTN TRUST AND ESTATES OFFICE OF THE | 2025 E ST NW 9062C | WASHINGTON | DC | 20006 | NONE | PC | ANNUAL DISTRIBUTION | $19,799 |
| UNIVERSITY OF KANSAS MEDICAL SCHOOL | ||||||||
| % THERESA KLINKENBURG D | 230 STONG HALL | LAWRENCE | KS | 660451752 | NONE | PC | FOR MEDICAL SCHOOL | $19,799 |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| ATTN MONICA J DOTY ACCOUNTING | 2401 GILLHAM RD | KANSAS CITY | MO | 641084698 | NONE | PC | ANNUAL DISTRIBUTION | $39,597 |
| AMERICAN PARKINSON DISEASE ASSOC | ||||||||
| ATTN JOEL GERSTEL EXECUTIVE DIR | 135 PARKINSON AVE | STATEN ISLAND | NY | 103051943 | NONE | PC | ANNUAL DISTRIBUTION | $19,799 |
| UMKC SCHOOL OF MEDICINE | ||||||||
| MICHAEL L FRIEDLAND MD DEAN | 5100 ROCKHILL RD | KANSAS CITY | MO | 641102499 | NONE | PC | FOR MEDICAL SCHOOL | $19,799 |
| HEARTSPRING | ||||||||
| KARIN DOBBIN DIRECTOR OF MAJOR GIFTS | 8700 E 29TH ST N | WICHITA | KS | 672262169 | NONE | PC | ANNUAL DISTRIBUTION | $19,799 |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | ANNUAL DISTRIBUTION | $19,799 | |
| HEART OF AMERICA COUNCIL OF BOY SCOUTS | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314200 | NONE | PC | ANNUAL DISTRIBUTION | $19,799 | |
| THE SALVATION ARMY | ||||||||
| ATTN LEGAL DEPARTMENT | 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | FOR KANSAS CITY MO CITADEL | $19,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,989 | 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 | $86,493 | 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 | $293,306 | 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 | $1,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $381,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,167 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,368 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $2,166 | $2,166 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $416 | $416 | $0 |