RALPH L SMITH FOUNDATION 13952400: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RALPH L SMITH FOUNDATION 13952400 (EIN 44-6008508)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202111279349101231
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T11:00:35-05:00 | 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 | 446008508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH L SMITH FOUNDATION 139524 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | 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 | 2021-05-07 | 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 | 2021-05-07 | 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 | $23,917,108 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $210,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $655,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,435,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $655,322 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $865,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $865,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,365 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,419 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,946 | 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 | $11,200 | 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 |
| Other Expenses Rev And Expnss | $82,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82,065 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $146,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $949,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $949,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,095,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $971,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $752,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $348,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $649,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $649,789 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $10,055,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,525,006 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,267,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,404,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,174,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,917,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,404,052 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,174,795 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,404,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,174,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,404,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,174,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,404,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,876 | OtherIncreasesAmt |
| Subtotal | $10,181,978 | SubtotalAmt |
| Other Decreases | $7,183 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,174,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1750. BALCHEM CORPORATION | 2012-12-27 | 2020-01-08 | $181,936 | $42,339 | $139,597 | $139,597 | |
| 1466. BALCHEM CORPORATION | 2012-12-27 | 2020-01-08 | $152,411 | $37,590 | $114,821 | $114,821 | |
| 4000. TRUIST FINANCIAL CORPORATION | 2012-12-27 | 2020-01-08 | $222,643 | $110,997 | $111,646 | $111,646 | |
| 4000. TRUIST FINANCIAL CORPORATION | 2013-06-14 | 2020-01-08 | $222,643 | $112,841 | $109,802 | $109,802 | |
| 39944.4825 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-01-15 | $1,395 | $1,395 | $1,395 | ||
| 39944.4825 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-01-15 | $1,395 | $1,646 | -$251 | -$251 | |
| 100000. WELLS FARGO & CO DTD 2/2/2015 2.150% SER N 1/30/2020 | 2019-01-30 | 2020-01-30 | $100,000 | $100,000 | |||
| 500. MICROSOFT CORP | 2012-12-27 | 2020-01-31 | $85,178 | $9,017 | $76,161 | $76,161 | |
| 38464.3 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5/ | 2012-12-28 | 2020-02-18 | $1,480 | $1,746 | -$266 | -$266 | |
| 38464.3 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5/ | 2013-01-11 | 2020-02-18 | $1,480 | $1,480 | $1,480 | ||
| 3000. ISHARES FLOATING RATE NOTE | 2013-06-14 | 2020-03-09 | $149,621 | $151,990 | -$2,369 | -$2,369 | |
| 6309. ISHARES FLOATING RATE NOTE | 2013-06-14 | 2020-03-09 | $314,653 | $319,690 | -$5,037 | -$5,037 | |
| 36663.9025 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-03-16 | $1,800 | $1,800 | $1,800 | ||
| 36663.9025 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-03-16 | $1,800 | $2,123 | -$323 | -$323 | |
| 2400. SMITH A O CORP | 2016-03-23 | 2020-03-19 | $88,502 | $90,177 | -$1,675 | -$1,675 | |
| 2000. SMITH A O CORP | 2016-03-23 | 2020-03-19 | $73,752 | $75,148 | -$1,396 | -$1,396 | |
| 500. DANAHER CORP | 2012-12-27 | 2020-03-20 | $61,341 | $9,784 | $51,557 | $51,557 | |
| 200. MICROSOFT CORP | 2012-12-27 | 2020-03-20 | $27,481 | $1,489 | $25,992 | $25,992 | |
| 1000. ALLEGIANT TRAVEL CO | 2014-03-18 | 2020-04-06 | $70,701 | $110,828 | -$40,127 | -$40,127 | |
| 700. ALLEGIANT TRAVEL CO | 2014-06-17 | 2020-04-06 | $49,491 | $78,138 | -$28,647 | -$28,647 | |
| 34701.8375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-04-15 | $1,962 | $2,314 | -$352 | -$352 | |
| 34701.8375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-04-15 | $1,962 | $1,962 | $1,962 | ||
| 250000. AMGEN INC DTD 5/11/2017 2.200% 5/11/2020 | 2018-04-19 | 2020-05-11 | $250,000 | $250,000 | |||
| 250000. AMGEN INC DTD 5/11/2017 2.200% 5/11/2020 | 2018-04-19 | 2020-05-11 | $250,000 | $250,000 | |||
| 31034.74 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2012-12-28 | 2020-05-15 | $3,667 | $4,325 | -$658 | -$658 | |
| 31034.74 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2013-01-11 | 2020-05-15 | $3,667 | $3,667 | $3,667 | ||
| 30227.5375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-06-15 | $807 | $952 | -$145 | -$145 | |
| 30227.5375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-06-15 | $807 | $807 | $807 | ||
| 29422.02 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2013-01-11 | 2020-07-15 | $806 | $806 | $806 | ||
| 29422.02 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2012-12-28 | 2020-07-15 | $806 | $950 | -$144 | -$144 | |
| 250. RESMED INC | 2012-12-27 | 2020-08-05 | $51,014 | $5,134 | $45,880 | $45,880 | |
| 250. RESMED INC | 2012-12-27 | 2020-08-05 | $51,014 | $5,721 | $45,293 | $45,293 | |
| 28612.81 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2013-01-11 | 2020-08-17 | $809 | $809 | $809 | ||
| 28612.81 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2012-12-28 | 2020-08-17 | $809 | $954 | -$145 | -$145 | |
| 27799.8925 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-09-15 | $813 | $959 | -$146 | -$146 | |
| 27799.8925 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-09-15 | $813 | $813 | $813 | ||
| 26983.25 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2013-01-11 | 2020-10-15 | $817 | $817 | $817 | ||
| 26983.25 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5 | 2012-12-28 | 2020-10-15 | $817 | $963 | -$146 | -$146 | |
| 26162.8625 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-11-16 | $820 | $967 | -$147 | -$147 | |
| 26162.8625 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-11-16 | $820 | $820 | $820 | ||
| 25338.7175 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2012-12-28 | 2020-12-15 | $824 | $972 | -$148 | -$148 | |
| 25338.7175 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% | 2013-01-11 | 2020-12-15 | $824 | $824 | $824 | ||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $695 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $655,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,108 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,648 | OverpaymentAmt |
| Applied To ES Tax | $7,648 | 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 | 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 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | TRUSTEE | 20 | $52,365 |
| PAUL N DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| ELIZABETH SMITH CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| NEIL T DOUTHAT CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| SUZANNE D BIRKANS CO UMB | ||||||
| PO BOX 415044 M/S 1020307 | KANSAS CITY | MO | 64141 | MANAGER | 1 | $0 |
| 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 | $19,914,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,188,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,102,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,102,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,786,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,039,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,039,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,460 | TotalTaxAmt |
| Distributable Before Adj | $1,028,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,028,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,028,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $971,246 | 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 | $971,246 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $971,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,028,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $4,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $971,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $971,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,511 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,511 | 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 | $15,095 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI FEEK - UMB N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF NO MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS- ATTACHMENTS TO BE DETERMINED UPON INITIAL TELEPHONE CALL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND ELEEMOSYNARY PURPOSES FOR THE BENEFIT OF THE PUBLIC | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 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 |
|---|---|---|---|---|---|---|---|---|
| YOUNG LIFE | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | MIDDLE EAST/AFRICA MINISTRY | $5,000 | |
| NORTH COBB CHRISTIAN SCHOOL | ||||||||
| 4500 EAGLE DR | KENNESAW | GA | 30144 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| THE ORME SCHOOL | ||||||||
| HC 63 BOX 3040 | ORME | AZ | 86333 | NONE | PC | SUPPORT OF CHARITABLE | $80,000 | ATTN BRUCE SANBORN |
| THE INVISIBLE THEATRE | ||||||||
| 1400 NORTH FIRST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $11,667 | ATTN SUSAN CLASSEN |
| TIHAN | ||||||||
| 2660 N 1ST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | ATTN SCOTT BLADES |
| SAAF | ||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | ATTN TRAVIS CRADDOCK |
| TUCSON MUSEUM OF ART | ||||||||
| 140 N MAIN AVE | TUCSON | AZ | 85705 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | ATTN JEREMY MIKOLAJCZAK |
| THE INVISIBLE THEATRE | ||||||||
| 1400 NORTH FIRST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | ATTN SUSAN CLASSEN |
| TUCSON BOTANICAL GARDENS | ||||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | ATTN MARKLEIGH SWASON |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | ||||||||
| 2545 E ADAMS ST | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | ATTN ED MERCURIO-SAKWA |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST ST | LOS ANGELES | CA | 90058 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| THE CENTER AT BLESSED SACRAMENT | ||||||||
| 6636 SELMA AVE | LOS ANGELES | CA | 90028 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| BEN'S BELLS PROJECT | ||||||||
| 40 W BROADWAY BLVD | TUCSON | AZ | 85701 | NONE | PC | SUPPORT OF CHARITABLE | $1,667 | ATTN KATIE KEVERSHAM |
| GAMMA MU FOUNDATION | ||||||||
| POB 23520 | FORT FAUDRDALE | FL | 333073529 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| THE LOFT CINEMA | ||||||||
| 3233 E SPEEDWAY BLVD | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| GAMMA MU FOUNDATION | ||||||||
| POB 23520 | FORT FAUDRDALE | FL | 333073529 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| BIG BROTHERS BIG SISTERS OF | ||||||||
| 11755 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | GREATER LOS ANGELES |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BLVD MS 29 | LOS ANGELES | CA | 90027 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| BOYS & GIRLS CLUBS OF SANTA MONICA | ||||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| STUDENTS RUN LA | ||||||||
| 5252 CREBS AVE | TARZANA | CA | 91356 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| THE SISTERS OF ST LOUIS | ||||||||
| 22300 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| UCLA UNICAMP | ||||||||
| 2131 JOHN WOODEN CENTER | LOS ANGELES | CA | 90095 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| SAINT RAPHAEL CATHOLIC SCHOOL | ||||||||
| 924 WEST 70TH ST | LOS ANGELES | CA | 90044 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | ||||||||
| 2545 E ADAMS ST | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $1,667 | ATTN ED MERCURIO-SAKWA |
| SAAF | ||||||||
| 375 SOUTH EUCLID AVE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $1,667 | |
| ARIZONA THEATER COMPANY | ||||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| TUTWILER CLINIC INC | ||||||||
| 205 ALMA ST | TUTWILER | MO | 38963 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| ACHILLES INTERNATIONAL INC | ||||||||
| 42 WEST 38TH ST | NEW YORK | NY | 10018 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| TIHAN | ||||||||
| 2660 N 1ST AVENUE | TUCSON | AZ | 85719 | NONE | PC | SUPPORT OF CHARITABLE | $1,667 | ATTN SCOTT BLADES |
| BEN'S BELLS PROJECT | ||||||||
| 40 W BROADWAY BLVD | TUCSON | AZ | 85701 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | ATTN KATIE KEVERSHAM |
| THE LOFT CINEMA | ||||||||
| 3233 E SPEEDWAY BLVD | TUCSON | AZ | 85716 | NONE | PC | SUPPORT OF CHARITABLE | $1,665 | |
| KANSANS FOR LIFE | ||||||||
| PO BOX 4448 | OVERLAND PARK | KS | 66204 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| YMCA AUGUSTA | ||||||||
| 1058 CLAUSSEN RD | AUGUSTA | GA | 30907 | NONE | PC | SUMMER LUNCH PROGRAM | $5,000 | |
| BISHOP MIEGE HIGH SCHOOL FOUNDATION | ||||||||
| 5041 REINHARDT DR | SHAWNEE MISSION | KS | 66206 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | RLS ILLUMINATION DONOR | $190,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | PC | WEST COBB FCA | $5,000 | |
| CROHNS & COLITIS FOUNDATION | ||||||||
| 120 BROADWAY STE 1050A | NEW YORK | NY | 10271 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| BISHOP MIEGE HIGH SCHOOL FOUNDATION | ||||||||
| 5041 REINHARDT DRIVE | ROELAND PARK | KS | 66205 | NONE | PC | IMPACT AFFILIATES FUND | $5,000 | |
| SAMARITAN'S FEET | ||||||||
| 1836 CENTER PARK DR | CHARLOTTE | NC | 28217 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| EAST COBB THEATRICAL INC | ||||||||
| 1826 MEADOWOOD DR | MARIETTA | GA | 30062 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| ALS ASSOCIATION OF GEORGIA | ||||||||
| 5881 GLENRIDGE DRIVE 200 | ATLANTA | GA | 30328 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | |
| TRITT TIGER FOUNDATION | ||||||||
| 4435 POST OAK TRITT RD | MARIETTA | GA | 30062 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| PICKETTS MILL ELEMENTARY | ||||||||
| 6400 OLD STILESBORO RD NW | ACWORTH | GA | 30101 | NONE | PC | SUPPORT OF CHARITABLE | $500 | |
| ALLATOONA HIGH SCHOOL | ||||||||
| 3300 DALLAS ACWORTH HWY NW | ACWORTH | GA | 30101 | NONE | PC | SUPPORT OF CHARITABLE | $500 | |
| BLUFORD HEALTHCARE LEADSHIP INSTITUTE | ||||||||
| 7900 LEES SUMMIT RD | KANSAS CITY | MO | 64139 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 201 SOUTH UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| ALS-TDI | ||||||||
| 480 ARSENAL ST SUITE 201 | WATERTOWN | MA | 02472 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| THE FIRST TEE OF DENVER | ||||||||
| 3181 E 23RD AVE | DENVER | CO | 80205 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| VILLAGE PRESBYTERIAN CHURCH | ||||||||
| 6641 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| 408 CORNELL HALL | COLUMBIA | MO | 65211 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2101 SOUTH UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| UNBOUND | ||||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| TMC BEHAVIORAL HEALTH SERVICES | ||||||||
| 2310 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| TRUMAN MEDICAL CENTER CHARITABLE | ||||||||
| 2310 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | FOUNDATION |
| TLC FOR CHILDREN AND FAMILIES | ||||||||
| 480 SOUTH ROGEERS RD | OLATHE | KS | 66062 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| ST ANN SCHOOL | ||||||||
| 7231 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| ST ANN CATHOLIC CHURCH | ||||||||
| 7231 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| POLICE FOUNDATION OF KANSAS CITY | ||||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 5121 STATE LINE ROAD | KANSAS CITY | MO | 64112 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| CORNERSTONES OF CARE | ||||||||
| 421 EAST 137TH ST | KANSAS CITY | MO | 64145 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| KC HEALTHY KIDS | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| KAUFFMAN CENTER FOR PERFORMING ARTS | ||||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| HARVESTER'S | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 1423 EAST LINWOOD BLVD | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $1,500 | |
| EPEC INC | ||||||||
| 5829 TROOST AVE SUITE B | KANAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| FRONT PORCH ALLIANCE | ||||||||
| 3210 MICHIGAN | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| FAMILY PROMISE OF LAWRENCE | ||||||||
| 905 TENNESSEE ST | LAWRENCE | KS | 66044 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| DOMINICAN REPUBLIC RESEARCH PARTNERSHIP | ||||||||
| 6641 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| CRISTO REY KANSAS CITY | ||||||||
| 211 LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| CATHOLIC CHARITIES FOUNDATION OF | ||||||||
| 9720 WEST 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | SUPPORT OF CHARITABLE | $12,500 | NORTHEAST KANSAS |
| BOYS AND GIRLS CLUBS OF GREATER KANSAS | ||||||||
| 4001 BLUE PARKWAY | KANSAS CITY | MO | 64130 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 | CITY |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DR SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| ST ANN SCHOOL | ||||||||
| 7231 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| GREAT PLAINS SPCA | ||||||||
| 5424 ANTIOCH DR | MERRIAM | KS | 66202 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| HOSPICE AND PALLIATIVE CARE SERVICES OF | ||||||||
| 172 EAST KING ROAD | ITHACA | NY | 14850 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | TOMPKINS COUNT INC |
| GREATER KC COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| YMCA | ||||||||
| 8205 W 108TH TERRACE | OVERLAND PARK | KS | 66210 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| TOGETHER RISING | ||||||||
| 800 WEST BROAD ST 6409 | FALLS CHURCH | VA | 22040 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| DUCHESNE CARITAS CLINIC | ||||||||
| 636 TAUROMEE | KANSAS CITY | KS | 66101 | NONE | PC | SUPPORT OF CHARITABLE | $500 | |
| WONDERSCOPE | ||||||||
| 433 E RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| THE WOODSON CENTER | ||||||||
| 1625 K STREET SUITE 410 | WASHINGTON DC | DC | 20006 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| PEACHTREE PRESBYTERIAN PRE SCHOOL | ||||||||
| 3434 ROSWELL RD NW | ATLANTA | GA | 30305 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| WESTMINISTER SCHOOL | ||||||||
| 1424 WEST PLACES FERRY RD NW | ATLANTA | GA | 30327 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| THE ANVIL ACADEMY | ||||||||
| 7681 CAMPGROUND RD | CUMMING | GA | 30040 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| KC SCHOLARS | ||||||||
| 8080 WARD PARKWAY | KANSAS CITY | KS | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| AFTER THE RIBBON | ||||||||
| 1152 LAURELWOOD RD | COLUMBUS | GA | 31904 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| I AM ALS | ||||||||
| 1200 PENNSYLVANIA AVE | WASHINGTON DC | DC | 20044 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| COLORADO OUTDOOR EDUCATION CENTER | ||||||||
| PO BOX 167 | FLORISSANT | CO | 80816 | NONE | PC | SUPPORT OF CHARITABLE | $2,500 | |
| CHERRY CREEK HIGH SCHOOL | ||||||||
| 9300 E UNION AVE | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| ROARING FORK CONSERVANCY | ||||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| ATLFAMILYMEAL INC | ||||||||
| 684 JOHN WESLEY DOBBS AVE NE | ATLANTA | GA | 30312 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $949,500 | 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 | $210,658 | 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 | $655,322 | 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 | $865,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $865,980 | 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 | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $7,183 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL INVESTMENT SERVICE | $81,315 | $81,315 | $0 |
| ANNUAL MEMBERSHIP DUE | $750 | $750 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRETION OF BOND DISCOUNT | $7,873 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $11,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |