ARVIN GOTTLIEB CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARVIN GOTTLIEB CHARITABLE FOUNDATION (EIN 43-6380792)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349101756
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T12:00:35-05:00 | 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 | 436380792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARVIN GOTTLIEB CHARITABLE FOUNDATION 100156 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | 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 | 2021-05-10 | 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 | 2021-05-10 | 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 | $40,434,868 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $685,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $660,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$481,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,178,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $61,920 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,280 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $266,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $760,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $304,934 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $228,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,233 | 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 Rev And Expnss | $1,101 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $826 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,498 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,498 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $321,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $243,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,802,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,802,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,123,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $243,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,880,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,857,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,044 | CashBOYAmt |
| Cash EOY | $6,044 | CashEOYAmt |
| Cash EOYFMV | $6,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,207,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,250,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,250,618 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $24,509,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,595,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,344,137 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,530,983 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,530,983 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,834,069 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,253,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,383,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,434,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,253,834 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,383,250 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,253,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,383,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,253,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,383,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,253,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,857,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $816 | OtherIncreasesAmt |
| Subtotal | $26,397,418 | SubtotalAmt |
| Other Decreases | $14,168 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,383,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 190000. FORD MOTOR CREDIT CO LLC DTD 1/9/2017 2.681% 1/9/2020 | 2017-08-18 | 2020-01-09 | $190,000 | $190,000 | |||
| 75000. FORD MOTOR CREDIT CO LLC DTD 1/9/2017 2.681% 1/9/2020 | 2019-06-25 | 2020-01-09 | $75,000 | $75,000 | |||
| 254.136 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-01-21 | $84 | $84 | |||
| 175000. AUTONATION INC DTD 2/1/2012 5.500% 2/1/2020 | 2015-09-09 | 2020-02-03 | $175,000 | $175,000 | |||
| 165000. BP CAPITAL MARKETS PLC DTD 2/13/2015 2.315% 2/13/2020 | 2015-11-13 | 2020-02-13 | $165,000 | $165,000 | |||
| 250000. BANK OF AMERICA CORP DTD 1/20/2017 3.124% SER MTN 1/20/2023 | 2017-07-26 | 2020-02-20 | $255,788 | $254,400 | $1,388 | $1,388 | |
| 189.849 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-02-20 | $64 | $65 | -$1 | -$1 | |
| 250000. GOLDMAN SACHS GROUP INC DTD 1/22/2013 3.625% 1/22/2023 | 2015-04-14 | 2020-02-20 | $262,545 | $254,362 | $8,183 | $8,183 | |
| 200000. UNITED STATES TREASURY NOTES DTD 8/15/2014 2.375% 8/15/2024 | 2015-05-29 | 2020-02-20 | $208,797 | $202,380 | $6,417 | $6,417 | |
| 165000. OCCIDENTAL PETROLEUM CORP DTD 12/16/2010 4.100% SER 1 2/1/2021 | 2020-02-14 | 2020-03-10 | $161,700 | $167,499 | -$5,799 | -$5,799 | |
| 175000. AMERIPRISE FINANCIAL INC DTD 3/11/2010 5.300% 3/15/2020 | 2015-11-10 | 2020-03-16 | $175,000 | $175,000 | |||
| 136.728 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-03-20 | $53 | $53 | |||
| 500. CONSTELLATION BRANDS INC CLASS A | 2019-04-09 | 2020-04-01 | $69,543 | $95,570 | -$26,027 | -$26,027 | |
| 500. CONSTELLATION BRANDS INC CLASS A | 2018-10-18 | 2020-04-01 | $69,543 | $112,853 | -$43,310 | -$43,310 | |
| 600. STARBUCKS CORP | 2012-08-01 | 2020-04-01 | $38,082 | $13,395 | $24,687 | $24,687 | |
| 9000. FIRST TRUST ENERGY INCOME AND GRWTH FUND | 2014-12-09 | 2020-04-02 | $78,750 | $262,530 | -$183,780 | -$183,780 | |
| 6000. WEYERHAEUSER CO | 2017-10-13 | 2020-04-02 | $95,758 | $191,895 | -$96,137 | -$96,137 | |
| .2 RAYTHEON TECHNOLOGIES CORP | 2016-04-21 | 2020-04-03 | $10 | $11 | -$1 | -$1 | |
| 1000. BOEING CO | 2017-03-23 | 2020-04-07 | $158,317 | $177,558 | -$19,241 | -$19,241 | |
| 9300. FIRST TRUST ENERGY INCOME AND GRWTH FUND | 2018-04-11 | 2020-04-09 | $101,672 | $220,506 | -$118,834 | -$118,834 | |
| 100.65 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-04-20 | $36 | $36 | |||
| 100000. UNITED STATES TREASURY NOTES DTD 8/15/2015 2.000% 8/15/2025 | 2017-10-26 | 2020-04-27 | $108,074 | $98,364 | $9,710 | $9,710 | |
| 52.596 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-05-20 | $48 | $48 | |||
| 340. APPLE COMPUTER INC | 2017-10-13 | 2020-05-21 | $108,200 | $46,414 | $61,786 | $61,786 | |
| 2300. INTEL CORP | 2008-11-05 | 2020-05-21 | $143,954 | $35,052 | $108,902 | $108,902 | |
| 525. MICROSOFT CORP | 2000-04-14 | 2020-05-21 | $97,254 | $19,983 | $77,271 | $77,271 | |
| 19625.95 DODGE & COX FUNDS INTERNATIONAL STOCK FUND | 2017-11-07 | 2020-06-17 | $710,263 | $900,913 | -$190,650 | -$190,650 | |
| 16914.505 FRANKLIN INTL SMALL CAP GROWTH ADV | 2014-12-15 | 2020-06-17 | $202,467 | $312,089 | -$109,622 | -$109,622 | |
| 34044.061 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2017-12-15 | 2020-06-17 | $663,859 | $915,443 | -$251,584 | -$251,584 | |
| 34.008 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-06-22 | $19 | $19 | |||
| 16.752 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-07-20 | $17 | $17 | |||
| 11.709 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-08-20 | $5 | $5 | |||
| 5.31 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-09-21 | $6 | $6 | |||
| 200000. CONSTELLATION ENERGY GROUP I DTD 12/14/2010 5.150% 12/1/2020 | 2015-06-25 | 2020-10-02 | $200,000 | $200,000 | |||
| 2.583 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-10-20 | $3 | $3 | |||
| 175000. UNITED STATES TREASURY NOTES DTD 10/31/2018 2.875% 10/31/2020 | 2020-02-07 | 2020-11-02 | $175,000 | $175,000 | |||
| .276 VIATRIS INC | 2017-03-23 | 2020-11-17 | $4 | $4 | |||
| 300000. GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2020-11-20 | $3 | $3 | |||
| 434. VIATRIS INC | 2017-03-23 | 2020-12-08 | $7,710 | $6,331 | $1,379 | $1,379 | |
| 150000. REPUBLIC SERVICES INC DTD 5/21/2012 3.550% 6/1/2022 | 2016-09-27 | 2020-12-09 | $156,875 | $152,780 | $4,095 | $4,095 | |
| 90056.025 AMERICAN CENTURY MID CAP VALUE INST. | 2017-03-06 | 2020-12-22 | $1,507,538 | $1,483,846 | $23,692 | $23,692 | |
| 1925. PHILLIPS 66 | 2001-02-05 | 2020-12-22 | $129,569 | $27,319 | $102,250 | $102,250 | |
| 13615.073 VICTORY SYCAMORE SMALL CO OPPTY CL I | 2015-04-09 | 2020-12-22 | $631,059 | $552,500 | $78,559 | $78,559 | |
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,650 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$481,017 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,195 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,195 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,670 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,670 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,475 | OverpaymentAmt |
| Applied To ES Tax | $4,475 | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 2 | $207,790 |
| PETER BROWN LATHROP AND GAGE | ||||||
| 2345 GRAND BLVD SUITE 2800 | KANSAS CITY | MO | 64108 | CO-TRUSTEE | 2 | $48,572 |
| BARTON J COHEN | ||||||
| 9010 SHAWNEE MISSION PARKWAY | MISSION | KS | 662022820 | CO-TRUSTEE | 2 | $48,572 |
| 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 | $32,445,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,727,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,662,452 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,834,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,834,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $552,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,282,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,814,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,814,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,195 | TotalTaxAmt |
| Distributable Before Adj | $1,806,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,806,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,806,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,880,145 | 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 | $1,880,145 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,880,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,806,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,411 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,852 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,880,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,806,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,217 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,069 | 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 | $3,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $35,411 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $73,217 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR INTEGRATED ARTS | |||||||
| 7910 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT FOR STUDENTS | $50,000 |
| ACADEMY FOR INTEGRATED ARTS | |||||||
| 7910 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | PHASE II CAPITAL CAMPAIGN | $75,000 |
| AFTER THE HARVEST | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GROWING CORE STRENGTH TO | $10,000 |
| AGRICULTURE FUTURE OF AMERICA | |||||||
| 11500 N AMBASSADOR DR | KANSAS CITY | MO | 64153 | NONE | PC | AFA SCHOLARSHIP SUPPORT | $50,000 |
| AMERICAN ROYAL ASSOCIATION | |||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | AMERICA ROYAL AGRICULTURE | $50,000 |
| ARTS COUNCIL OF JOHNSON COUNTY | |||||||
| 8788 METCALF AVE | OVERLAND PARK | KS | 66212 | NONE | PC | SHOOTING STARS PROGRAM | $5,000 |
| BAPTIST TRINITY LUTHERAN | |||||||
| 6675 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | KANSAS CITY'S MEDICINE | $15,000 |
| CHILDREN'S MERCY HOSPITAL & CLINICS | |||||||
| 2401 GILHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | UNIVERSITY ACADEMY WELLNESS | $30,000 |
| CITY UNION MISSION | |||||||
| 1108 E 10TH ST | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING SUPPORT | $51,000 |
| DEEP ROOTS KC | |||||||
| PO BOX 32131 | KANSAS CITY | MO | 64111 | NONE | PC | EDUCATION FOR RESILIENT | $5,000 |
| EPEC INC | |||||||
| 5829 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $10,000 |
| FIRST CALL ALCOHOLDRUG PREVENTION | |||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | CLINICAL AND PREVENTION | $5,000 |
| FRIEND OF THE KANSAS CITY ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | ELEPHANT EXHIBIT RENOVATION | $25,000 |
| FRIENDS OF THE KANSAS CITY ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | 2020 JAZZOO SPONSORSHIP | $10,000 |
| GIRLS SCOUTS OF NE KANSAS & NW MISSOURI | |||||||
| 8383 BLUE PARKWAY DR | KANSAS CITY | MO | 64133 | NONE | PC | STEM PROGRAM | $10,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 500 WEST US 24 HIGHWAY | INDEPENDENCE | MO | 64050 | NONE | PC | EXPANDING PRESIDENT | $100,000 |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HEART OF AMERICA COUNCIL BSA | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | CAMP STAFF SCHOLARSHIPS | $12,000 |
| HORIZON ACADEMY | |||||||
| 4901 REINHARDT | ROELAND PARK | KS | 66205 | NONE | PC | SCHOLARSHIP FUNDS | $5,000 |
| JEWISH FAMILY SERVICES OF GREATER KC | |||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | PC | KESHER KC COVID-19 RELIEF | $10,000 |
| JEWISH FEDERATION OF GREATER | |||||||
| 5801 WEST 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | PROJECTS IN AREA OF YOUTH & | $30,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SPACE TO CREATE CAPITAL | $50,000 |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | 2019-2020 SEASON SUPPORT | $20,000 |
| KANSAS CITY CHORALE | |||||||
| 5601 WYANDOTTE ST | KANSAS CITY | MO | 64113 | NONE | PC | SEASON SUPPORT | $7,500 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEY CAMP CHARITABLE | $10,000 |
| KANSAS CITY MUSEUM FOUNDATION | |||||||
| 4600 E 63RD ST | KANSAS CITY | MO | 64130 | NONE | PC | STAGE II-TURRELL SKYSPACE | $25,000 |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4825 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | KCREP OPERATIONS & YOUTH | $15,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE | KANSAS CITY | MO | 64108 | NONE | PC | KANSAS CITY SYMPHONY | $30,000 |
| KEMPER MUSEUM OF CONTEMPORARY ART | |||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LA JOLLA INSTITUTE | |||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | PROJECT FUNDING | $25,000 |
| LIBERTY MEMORIAL ASSOCIATION | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | ONLINE LEARNING PROGRAMS | $15,000 |
| LYRIC OPERA | |||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | COVID-19 RELIEF | $40,000 |
| METROPOLITAN ORGANIZATION TO COUNTER | |||||||
| 3100 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MISSOURI RESTAURANT ASSOCIATION | |||||||
| PO BOX 279 | ELSBERRY | MO | 63343 | NONE | PC | RESTAURANT WORKERS BENEFIT | $50,000 |
| NATURE CONSERVANCY-KANSAS CHAPTER | |||||||
| 2420 NW BUTTON RD | TOPEKA | MO | 66608 | NONE | PC | PROTECT AND RESTOR KANSAS | $10,000 |
| PETS FOR LIFE INC | |||||||
| 7240 WORNALL RD | KANSAS CITY | MO | 64114 | NONE | PC | ANIMAL ASSISTED THERAPY FOR | $5,000 |
| RECONCILIATION SERVICES | |||||||
| 3101 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | REVEAL PROGRAM - MANAGEMENT | $5,000 |
| ROSE BROOKS CENTER INC | |||||||
| PO BOX 320599 | KANAS CITY | MO | 64132 | NONE | PC | PROJECT SAFE | $30,000 |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| 901 EAST 104TH ST | KANSAS CITY | MO | 64131 | NONE | PC | ENDOWED CHAIR IN | $214,286 |
| SHELTER KC | |||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| STANFORD UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 300 PASTEUR DR | STANFORD | CA | 94305 | NONE | PC | CARDIOVASCULAR RESEARCH | $150,000 |
| THE PLAZA ACADEMY | |||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SCHOOL BASED MENTAL HEALTH | $15,000 |
| THE SALVATION ARMY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | CHRISTMAS CAMPAIGN | $15,000 |
| TRUMAN MEDICAL CENTER | |||||||
| 2310 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | IMAGING SURGICAL OPERATING | $50,000 |
| UMKC BLOCH SCHOOL OF BUSINESS | |||||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT FOR TWO GOTTLIEB | $110,000 |
| UMKC FOUNDATION (KCUR 893) | |||||||
| 4825 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | CLASSICAL KANSAS CITY | $10,000 |
| UNION STATION | |||||||
| 30 WEST PERSHING | KANSAS CITY | MO | 64108 | NONE | PC | CAPITAL EXPANSION FOR | $80,000 |
| UNIVERSITY OF KANSAS HEALTH SYSTEMS | |||||||
| 2330 SHAWNEE MISSION | WESTWOOD | KS | 66201 | NONE | PC | RAPID RECOVERY LOUNGE | $20,000 |
| VILLAGE SHALOM | |||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | CAPITAL CAMPAIGN | $30,000 |
| YMCA OF GREATER KANSAS CITY | |||||||
| 3100 BROADWAY | KANSAS CITY | MO | 64113 | NONE | PC | DOWNTOWN CAPITAL CAMPAIGN | $125,000 |
| YOUTH VOLUNTEER CORPS | |||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 66212 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| POWELL GARDENS | |||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,802,286 | 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 | $685,284 | 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 | -$481,017 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 1 | $376 |
| PARTNERSHIP INCOME | 16 | $61,544 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $266,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,187 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH TRANSFER TO COVER OVERDRAFT | $2,506 |
| RETURN OF CAPITAL ADJUSTMENT | $10,614 |
| TAX LOT COST BASIS ADJUSTMENT | $300 |
| ACCRUED INTEREST PAID | $748 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $61,544 | $100,280 |
| EXCISE TAX REFUND | $376 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| ACCRETION OF BOND DISCOUNT | $815 |