FREDERICK W DUNSWORTH CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK W DUNSWORTH CHARITABLE TRUST (EIN 43-6841668)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202111229349100901
- 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
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Increases Schedule
- 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 | 436841668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK W DUNSWORTH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNS | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2021-05-02 | 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 | 2021-05-02 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,380 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,693 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $847 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $847 | 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 | $149 | TaxesRevAndExpnssAmt |
| 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 | $2,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $220,975 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $231,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $231,676 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $231,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $231,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $231,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $368 | OtherIncreasesAmt |
| Subtotal | $2 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5.822 CHAMPLAIN MID CAP - I | 2019-06-04 | 2020-01-08 | $120 | $113 | $7 | $7 | |
| 47.9554 DODGE & COX INCOME FUND | 2019-09-06 | 2020-01-08 | $674 | $681 | -$7 | -$7 | |
| 30.2806 DODGE & COX INCOME FUND | 2019-09-06 | 2020-01-08 | $426 | $430 | -$4 | -$4 | |
| 6.504 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2020-01-08 | $80 | $81 | -$1 | -$1 | |
| 2.815 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-14 | 2020-01-08 | $70 | $62 | $8 | $8 | |
| 29.762 NUANCE MID CAP VALUE - I | 2016-11-16 | 2020-01-08 | $401 | $336 | $65 | $65 | |
| 3.62 MANNING & NAPIER INTL. DISCOVERY CL Z | 2017-06-05 | 2020-01-08 | $80 | $68 | $12 | $12 | |
| 18.771 PRINCIPAL BLUE CHIP R6 | 2019-06-04 | 2020-01-08 | $514 | $452 | $62 | $62 | |
| 1046.619 RIVERPARK STRATEGIC INCOME FUND I | 2018-03-19 | 2020-01-08 | $9,493 | $9,901 | -$408 | -$408 | |
| 48.152 TOUCHSTONE VALUE FUND CLASS - I | 2019-02-14 | 2020-01-08 | $468 | $430 | $38 | $38 | |
| 425.788 TOUCHSTONE VALUE FUND CLASS - I | 2017-04-27 | 2020-01-08 | $4,139 | $4,224 | -$85 | -$85 | |
| 2.712 TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-02-14 | 2020-01-08 | $80 | $75 | $5 | $5 | |
| 9.178 VANGUARD INSTITUTIONAL INDEX | 2016-02-12 | 2020-01-08 | $2,683 | $1,567 | $1,116 | $1,116 | |
| 101.607 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2020-03-05 | $1,168 | $1,249 | -$81 | -$81 | |
| 24.948 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-14 | 2020-03-05 | $511 | $546 | -$35 | -$35 | |
| 28.371 MANNING & NAPIER INTL. DISCOVERY CL Z | 2017-06-05 | 2020-03-05 | $596 | $530 | $66 | $66 | |
| 30. VANGUARD INSTITUTIONAL INDEX | 2019-02-14 | 2020-03-05 | $8,177 | $6,253 | $1,924 | $1,924 | |
| 121.143 CHAMPLAIN MID CAP - I | 2019-06-04 | 2020-03-25 | $1,921 | $2,359 | -$438 | -$438 | |
| 209.479 BLACKROCK EQUITY DIVIDEND FUND K | 2020-01-08 | 2020-03-25 | $3,188 | $4,376 | -$1,188 | -$1,188 | |
| 247.569 DODGE & COX INCOME FUND | 2019-09-26 | 2020-03-25 | $3,360 | $3,497 | -$137 | -$137 | |
| 2151.543 DODGE & COX INCOME FUND | 2018-12-20 | 2020-03-25 | $29,196 | $25,822 | $3,374 | $3,374 | |
| 224.171 DODGE & COX INCOME FUND | 2008-10-27 | 2020-03-25 | $3,042 | $2,515 | $527 | $527 | |
| 150.946 DOUBLELINE TOTAL RETURN BOND FUND CL I | 2012-11-29 | 2020-03-25 | $1,540 | $1,721 | -$181 | -$181 | |
| 2916. DOUBLELINE TOTAL RETURN BOND FUND CL I | 2018-08-07 | 2020-03-25 | $29,743 | $32,265 | -$2,522 | -$2,522 | |
| 250. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-03-25 | $12,215 | $12,657 | -$442 | -$442 | |
| 371.848 NUANCE MID CAP VALUE - I | 2016-11-16 | 2020-03-25 | $3,923 | $4,198 | -$275 | -$275 | |
| 160.881 PRINCIPAL BLUE CHIP R6 | 2019-06-04 | 2020-03-25 | $3,636 | $3,874 | -$238 | -$238 | |
| 1789. PGIM HIGH YIELD FUND CL R6 | 2020-01-08 | 2020-03-25 | $7,997 | $9,983 | -$1,986 | -$1,986 | |
| 84.875 TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-02-14 | 2020-03-25 | $1,647 | $2,185 | -$538 | -$538 | |
| 9763.261 VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-01-08 | 2020-03-25 | $108,860 | $101,744 | $7,116 | $7,116 | |
| 6.794 VANGUARD INSTITUTIONAL INDEX | 2016-02-12 | 2020-03-25 | $1,500 | $1,160 | $340 | $340 | |
| 49.153 VANGUARD INSTITUTIONAL INDEX | 2019-06-13 | 2020-03-25 | $10,850 | $12,644 | -$1,794 | -$1,794 | |
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $51 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,693 | 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 | $73,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,341 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65 | TotalTaxAmt |
| Distributable Before Adj | $8,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,556 | 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 | $236,556 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,556 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,460 | 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 | $236,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,460 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $218,944 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $218,944 | 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 | $218,944 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GUARDIAN ANGELS HUMANE SOCIETY | |||||||
| 1805 NORTH BROAD STREET | GALESBURG | IL | 61401 | NONE | PC | MEDICAL AND SPAY / NEUTER | $80,000 |
| WAYSIDE WAIFS | |||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | CAPITAL CAMPAIGN | $70,000 |
| CORNERSTONES OF CARE | |||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | PEDIATRIC HEALTH HOME | $84,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,909 | 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 | $1,129 | 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 | $4,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,509 | 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 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE ATTACHED STATEMENT | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $363 |
| WASH SALE ADJUSTMENT | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $33 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $116 | $0 | $0 |