KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION (EIN 44-6013874)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202111229349100011
- Schema version
- 2020v4.0
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-02T16:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446013874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEARNEY WORNALL FOUNDATION 100179 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORN | BusinessNameControlTxt |
| Phone | 8168611933 | 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 | 8168611933 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2021-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $16,232,961 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $350,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,476 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $880,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,341 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,246 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $505,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,858 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,929 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,929 | 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 | $8,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,749 | 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 | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $298 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $117,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $552,288 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $552,288 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $669,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $607,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $745,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $718,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $718,716 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,633,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,481,167 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,514,245 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,378,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,199,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,232,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,378,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,199,883 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,378,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,199,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,378,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,199,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,378,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,214,360 | SubtotalAmt |
| Other Decreases | $14,477 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,199,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5472.2525 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-01-15 | $2,837 | $2,834 | $3 | $3 | |
| 5341.0435 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-02-18 | $131 | $131 | |||
| 100000. OCCIDENTAL PETROLEUM CORP DTD 12/16/2010 4.100% SER 1 2/1/2021 | 2018-04-30 | 2020-03-10 | $98,000 | $100,912 | -$2,912 | -$2,912 | |
| 90000. AMERIPRISE FINANCIAL INC DTD 3/11/2010 5.300% 3/15/2020 | 2015-11-10 | 2020-03-16 | $90,000 | $90,000 | |||
| 5205.5705 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-03-16 | $135 | $135 | |||
| .2 RAYTHEON TECHNOLOGIES CORP | 2010-11-17 | 2020-04-03 | $10 | $4 | $6 | $6 | |
| 5065.6125 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-04-15 | $140 | $140 | |||
| 200000. LOWES COMPANIES INC DTD 4/15/2010 4.625% 4/15/2020 | 2016-04-21 | 2020-04-15 | $200,000 | $200,000 | |||
| 80000. APPLE INC DTD 5/13/2015 2.000% 5/6/2020 | 2016-02-04 | 2020-05-06 | $80,000 | $80,000 | |||
| 4930.8545 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-05-15 | $135 | $135 | |||
| 4793.503 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/2 | 2008-08-19 | 2020-06-15 | $137 | $137 | |||
| 4659.2585 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-07-15 | $134 | $134 | |||
| 50. CHIPOTLE MEXICAN GRILL INC | 2016-04-19 | 2020-07-31 | $56,675 | $22,851 | $33,824 | $33,824 | |
| 4516.8045 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-08-17 | $142 | $142 | |||
| 4381.2925 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2020-09-15 | $136 | $135 | $1 | $1 | |
| 4245.085 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/2 | 2008-08-19 | 2020-10-15 | $136 | $136 | |||
| 200000. PEPSICO INC DTD 10/26/2010 3.125% 11/1/2020 | 2016-04-08 | 2020-11-02 | $200,000 | $200,000 | |||
| 4108.247 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/2 | 2008-08-19 | 2020-11-16 | $137 | $137 | |||
| 3970.096 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/2 | 2008-08-19 | 2020-12-15 | $138 | $138 | |||
| 1500. NEXTERA ENERGY INC | 2011-03-18 | 2020-12-18 | $112,829 | $19,800 | $93,029 | $93,029 | |
| 100. UNITEDHEALTH GROUP INC | 2014-12-22 | 2020-12-18 | $33,527 | $10,268 | $23,259 | $23,259 | |
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,131 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,431 | 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 | 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 | 8168611933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,858 | 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 | $13,820,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $588,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,409,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,409,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,192,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $709,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $709,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,131 | TotalTaxAmt |
| Distributable Before Adj | $703,517 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $703,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $703,517 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $607,017 | 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 | $607,017 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $607,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $703,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,798 | 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 | $607,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,798 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $561,219 | 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 | $142,298 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KANSAS CITY BALLET | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER PARK DRIVE | PARKVILLE | MO | 64152 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 | |
| JOHN WORNALL & ALEXANDER MAJORS | ||||||||
| 6115 WORNALL ROAD | KANSAS CITY | MO | 64113 | NONE | PC | HIRING A YOUTH EDUCATION | $32,288 | MUSEUMS |
| DUCKS UNLIMITED | ||||||||
| 7795 LEBRUN COURT | LONE TREE | CO | 80124 | NONE | PC | SUPPORT OF CHARITABLE | $350,000 | |
| AMERICAN CORPORATE PARTNERS | ||||||||
| 140 E 45TH ST | NEW TORK | NY | 10017 | NONE | PC | VETERAN MENTORING PROGRAM | $25,000 | |
| INTERURBAN ARTHOUSE | ||||||||
| 8001 NEWTON ST | OVERLAND PARK | KS | 66204 | NONE | PC | IUAH ACCESS TECHNOLOGY | $5,000 | |
| GIRL SCOUTS | ||||||||
| 8383 BLUE PARKWAY DR | KANSAS CITY | MO | 64133 | NONE | PC | OUTREACH PROGRAM | $5,000 | |
| BRIGHT FUTURES FUND | ||||||||
| 20 WEST 9TH ST | KANSAS CITY | MO | 64105 | NONE | PC | HELPING TO BREAK POVERTY | $20,000 | |
| FIRE FOUNDATION | ||||||||
| 20TH WEST 9TH ST | KANSAS CITY | MO | 64105 | NONE | PC | PROVIDE SPECIAL NEEDS | $10,000 | |
| HOPE HOUSE | ||||||||
| PO BOX 577 | LEES SUMMIT | MO | 64063 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOPE NETWORK OF RAYTOWN | ||||||||
| 10500 E 350 HIGHWAY | RAYTOWN | MO | 64138 | NONE | PC | COVID-19 ESSENTIAL SERVICES | $20,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 64126 | NONE | PC | MENTAL HEALTH SERVICES | $20,000 | |
| MATTIE RHODES MEMORIAL SOCIETY | ||||||||
| 148 NORTH TOPPING AVE | KANSAS CITY | MO | 64123 | NONE | PC | AFTER SCHOOL CULTURAL ARTS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $552,288 | 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 | $350,367 | 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 | $152,341 | 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 | 10 | ExclusionCd |
| Exclusion | $2,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $505,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $505,341 | 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 | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $14,477 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE ACTION DISBURSEMENT | $185 | $185 | $0 |
| ADR FEE | $113 | $113 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $2,633 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,246 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,749 | $3,749 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $126 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,700 | $0 | $0 |