BRUCE V DROWNS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE V DROWNS EDUCATIONAL FOUNDATION (EIN 43-6371635)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104191
- Schema version
- 2020v4.1
- 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 | 2021-11-15T12:00:14-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436371635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE V DROWNS EDUCATIONAL FOUND 100279 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8162384531 | 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 | LYNN LAIPPLE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8162384531 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2021-11-15 | 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 | $1,496,632 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $456,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,861 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $136,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,541 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,735 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,867 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,867 | 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 | $676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $270 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,549 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,389 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,389 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,052,371 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,160,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,453,243 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,126,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,204,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,496,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,126,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,204,332 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,126,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,204,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,126,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,204,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,126,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $272 | OtherIncreasesAmt |
| Subtotal | $1,204,518 | SubtotalAmt |
| Other Decreases | $186 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,204,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (196 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10. DOCUSIGN INC. | 2020-06-11 | 2020-07-09 | $2,104 | $990 | $1,114 | $1,114 | |
| 14. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $3,409 | $1,142 | $2,267 | $2,267 | |
| 817. MANNING & NAPIER INTL. DISCOVERY CL Z | 2017-06-06 | 2020-08-10 | $20,409 | $15,267 | $5,142 | $5,142 | |
| 369. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-08 | 2020-08-10 | $9,007 | $9,395 | -$388 | -$388 | |
| 1494. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-09 | 2020-08-10 | $19,706 | $19,914 | -$208 | -$208 | |
| 49. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $3,994 | $2,738 | $1,256 | $1,256 | |
| 1. AMAZON COM INC | 2016-06-08 | 2020-08-13 | $3,176 | $727 | $2,449 | $2,449 | |
| 10. APPLE COMPUTER INC | 2016-02-11 | 2020-08-13 | $4,610 | $934 | $3,676 | $3,676 | |
| 11. ABBOTT LABORATORIES | 2018-09-13 | 2020-08-31 | $1,205 | $696 | $509 | $509 | |
| 9. ABBVIE INC | 2020-05-14 | 2020-08-31 | $859 | $811 | $48 | $48 | |
| 10. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-31 | $830 | $559 | $271 | $271 | |
| 4. ADOBE SYSTEMS INC | 2017-02-09 | 2020-08-31 | $2,046 | $466 | $1,580 | $1,580 | |
| 2. ALPHABET INC | 2018-12-13 | 2020-08-31 | $3,260 | $2,141 | $1,119 | $1,119 | |
| 2. AMAZON COM INC | 2016-06-08 | 2020-08-31 | $6,936 | $1,454 | $5,482 | $5,482 | |
| 4. BECTON DICKINSON & CO | 2018-01-11 | 2020-08-31 | $971 | $902 | $69 | $69 | |
| 20. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2020-08-31 | $1,467 | $1,149 | $318 | $318 | |
| 9. CME GROUP INC | 2018-11-19 | 2020-08-31 | $1,581 | $1,763 | -$182 | -$182 | |
| 5. COSTCO WHOLESALE CORP | 2020-08-13 | 2020-08-31 | $1,738 | $1,681 | $57 | $57 | |
| 3. COSTAR GROUP INC | 2019-11-13 | 2020-08-31 | $2,552 | $1,692 | $860 | $860 | |
| 12. DANAHER CORP | 2006-05-11 | 2020-08-31 | $2,476 | $308 | $2,168 | $2,168 | |
| 14. DISNEY WALT HOLDING CO | 2018-12-13 | 2020-08-31 | $1,846 | $1,587 | $259 | $259 | |
| 7. DOCUSIGN INC. | 2020-03-12 | 2020-08-31 | $1,555 | $463 | $1,092 | $1,092 | |
| 9. DOLLAR GENERAL CORP | 2019-02-14 | 2020-08-31 | $1,813 | $1,072 | $741 | $741 | |
| 41. DUKE WEEKS REALTY CORP | 2019-08-15 | 2020-08-31 | $1,576 | $1,350 | $226 | $226 | |
| 7. ECOLAB INC | 2018-09-13 | 2020-08-31 | $1,382 | $1,095 | $287 | $287 | |
| 9. EDWARDS LIFESCIENCES CORP | 2020-05-14 | 2020-08-31 | $774 | $650 | $124 | $124 | |
| 10. FACEBOOK INC - A SHS | 2019-07-11 | 2020-08-31 | $2,952 | $2,010 | $942 | $942 | |
| 12. FISERV INC | 2018-09-13 | 2020-08-31 | $1,192 | $973 | $219 | $219 | |
| 8. FIVE BELOW INC | 2019-02-14 | 2020-08-31 | $877 | $1,043 | -$166 | -$166 | |
| 10. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2020-08-31 | $2,048 | $2,425 | -$377 | -$377 | |
| 9. HOME DEPOT INC | 2018-06-14 | 2020-08-31 | $2,567 | $1,798 | $769 | $769 | |
| 7. INTUIT INC | 2019-01-10 | 2020-08-31 | $2,410 | $1,436 | $974 | $974 | |
| 15. J P MORGAN CHASE & CO | 2015-05-05 | 2020-08-31 | $1,503 | $968 | $535 | $535 | |
| 3. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-08-31 | $1,168 | $936 | $232 | $232 | |
| 3. LULULEMON ATHLETICA INC | 2020-07-09 | 2020-08-31 | $1,132 | $942 | $190 | $190 | |
| 12. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2020-08-31 | $1,378 | $1,261 | $117 | $117 | |
| 3. MASTERCARD INC - CLASS A | 2017-01-12 | 2020-08-31 | $1,077 | $326 | $751 | $751 | |
| 16. MERCK & CO INC | 2018-11-19 | 2020-08-31 | $1,366 | $1,224 | $142 | $142 | |
| 21. MICROSOFT CORP | 2018-04-12 | 2020-08-31 | $4,741 | $1,974 | $2,767 | $2,767 | |
| 2. NEXTERA ENERGY INC | 2016-02-11 | 2020-08-31 | $560 | $224 | $336 | $336 | |
| 19. NIKE INC CLASS B | 2018-08-08 | 2020-08-31 | $2,131 | $1,534 | $597 | $597 | |
| 2. NVIDIA CORP | 2020-05-14 | 2020-08-31 | $1,070 | $639 | $431 | $431 | |
| 3. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2020-08-31 | $1,398 | $1,232 | $166 | $166 | |
| 2. REGENERON PHARMACEUTICALS INC | 2020-07-09 | 2020-08-31 | $1,233 | $1,275 | -$42 | -$42 | |
| 8. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2020-08-31 | $1,841 | $1,872 | -$31 | -$31 | |
| 11. SALESFORCE.COM INC | 2018-08-08 | 2020-08-31 | $2,985 | $1,599 | $1,386 | $1,386 | |
| 24. STARBUCKS CORP | 2020-06-11 | 2020-08-31 | $2,028 | $1,735 | $293 | $293 | |
| 5. STRYKER CORP | 2017-08-10 | 2020-08-31 | $991 | $720 | $271 | $271 | |
| 8. TEXAS INSTRUMENTS INC | 2019-09-13 | 2020-08-31 | $1,135 | $1,040 | $95 | $95 | |
| 5. THERMO ELECTRON CORP | 2018-06-14 | 2020-08-31 | $2,138 | $1,086 | $1,052 | $1,052 | |
| 8. TWITTER INC | 2020-03-12 | 2020-08-31 | $325 | $221 | $104 | $104 | |
| 8. UNION PACIFIC CORP | 2019-07-11 | 2020-08-31 | $1,540 | $1,371 | $169 | $169 | |
| 3. UNITEDHEALTH GROUP INC | 2018-07-11 | 2020-08-31 | $945 | $765 | $180 | $180 | |
| 9. VISA INC | 2016-10-13 | 2020-08-31 | $1,910 | $738 | $1,172 | $1,172 | |
| 14. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-08-31 | $1,593 | $1,298 | $295 | $295 | |
| 7. ACCENTURE PLC - CL A | 2018-09-13 | 2020-08-31 | $1,677 | $1,206 | $471 | $471 | |
| 10. APPLE COMPUTER INC | 2016-02-11 | 2020-09-02 | $1,303 | $233 | $1,070 | $1,070 | |
| 30. APPLE COMPUTER INC | 2016-02-11 | 2020-09-10 | $3,408 | $700 | $2,708 | $2,708 | |
| 48. FISERV INC | 2018-09-13 | 2020-09-10 | $4,552 | $3,892 | $660 | $660 | |
| 477. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-10-02 | $24,189 | $24,150 | $39 | $39 | |
| 16. BECTON DICKINSON & CO | 2018-01-11 | 2020-10-15 | $3,759 | $3,569 | $190 | $190 | |
| 14. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-10-15 | $5,396 | $4,366 | $1,030 | $1,030 | |
| 523. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-04 | $26,521 | $26,479 | $42 | $42 | |
| 26. CME GROUP INC | 2018-11-19 | 2020-11-13 | $4,318 | $4,466 | -$148 | -$148 | |
| 11. SALESFORCE.COM INC | 2018-08-08 | 2020-11-13 | $2,745 | $1,599 | $1,146 | $1,146 | |
| 4. VISA INC | 2016-10-13 | 2020-11-13 | $843 | $328 | $515 | $515 | |
| 261. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-25 | $13,251 | $13,214 | $37 | $37 | |
| 10. DANAHER CORP | 2006-05-11 | 2020-12-10 | $2,233 | $257 | $1,976 | $1,976 | |
| 17. MICROSOFT CORP | 2018-04-12 | 2020-12-10 | $3,591 | $1,304 | $2,287 | $2,287 | |
| 26. NIKE INC CLASS B | 2018-08-08 | 2020-12-10 | $3,581 | $2,099 | $1,482 | $1,482 | |
| 51. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-10 | $5,861 | $3,919 | $1,942 | $1,942 | |
| 10. FACEBOOK INC - A SHS | 2019-07-11 | 2021-01-14 | $2,464 | $2,010 | $454 | $454 | |
| 69. MERCK & CO INC | 2018-11-19 | 2021-01-14 | $5,667 | $5,277 | $390 | $390 | |
| 178. TWITTER INC | 2020-09-10 | 2021-01-14 | $8,126 | $5,889 | $2,237 | $2,237 | |
| 2. ALPHABET INC | 2015-08-13 | 2021-02-11 | $4,163 | $1,373 | $2,790 | $2,790 | |
| 20. APPLE COMPUTER INC | 2016-02-11 | 2021-02-11 | $2,694 | $467 | $2,227 | $2,227 | |
| 90. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $6,855 | $5,056 | $1,799 | $1,799 | |
| 48. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $5,417 | $5,044 | $373 | $373 | |
| 200. CHAMPLAIN MID CAP - I | 2019-05-28 | 2021-03-03 | $5,166 | $3,874 | $1,292 | $1,292 | |
| 1125. DODGE & COX INCOME FUND | 2020-11-04 | 2021-03-03 | $16,200 | $16,628 | -$428 | -$428 | |
| 212. DRIEHAUS SMALL CAP GROWTH FUND INSTL. | 2020-08-10 | 2021-03-03 | $5,612 | $3,918 | $1,694 | $1,694 | |
| 536. DRIEHAUS EMERGING MARKETS GROWTH FUND I | 2020-09-02 | 2021-03-03 | $27,545 | $23,868 | $3,677 | $3,677 | |
| 534.697 MANNING & NAPIER INTL. DISCOVERY CL Z | 2017-06-06 | 2021-03-03 | $16,715 | $9,992 | $6,723 | $6,723 | |
| 120. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-08 | 2021-03-03 | $3,986 | $3,055 | $931 | $931 | |
| 57. VANGUARD INSTITUTIONAL INDEX | 2020-11-04 | 2021-03-03 | $19,264 | $17,523 | $1,741 | $1,741 | |
| 508. DRIEHAUS SMALL CAP GROWTH FUND INSTL. | 2020-08-10 | 2021-03-11 | $13,909 | $9,388 | $4,521 | $4,521 | |
| 7. ADOBE SYSTEMS INC | 2017-02-09 | 2021-03-15 | $3,109 | $816 | $2,293 | $2,293 | |
| 50. CVS CORPORATION | 2021-01-14 | 2021-03-15 | $3,735 | $3,757 | -$22 | -$22 | |
| 7. COSTAR GROUP INC | 2019-11-13 | 2021-03-15 | $5,850 | $3,948 | $1,902 | $1,902 | |
| 31. DOLLAR GENERAL CORP | 2019-02-14 | 2021-03-15 | $6,011 | $3,694 | $2,317 | $2,317 | |
| 10. FIVE BELOW INC | 2019-02-14 | 2021-04-15 | $1,968 | $1,303 | $665 | $665 | |
| 15. LULULEMON ATHLETICA INC | 2020-09-10 | 2021-04-15 | $4,883 | $4,740 | $143 | $143 | |
| 12. REGENERON PHARMACEUTICALS INC | 2021-01-14 | 2021-05-13 | $6,194 | $6,585 | -$391 | -$391 | |
| 14. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2021-05-13 | $3,725 | $3,169 | $556 | $556 | |
| 18. APPLE COMPUTER INC | 2016-02-11 | 2021-06-10 | $2,268 | $420 | $1,848 | $1,848 | |
| 10. DOCUSIGN INC. | 2020-03-12 | 2021-06-10 | $2,419 | $662 | $1,757 | $1,757 | |
| 33. ECOLAB INC | 2018-09-13 | 2021-06-10 | $7,055 | $4,987 | $2,068 | $2,068 | |
| 13. HOME DEPOT INC | 2020-01-09 | 2021-06-10 | $4,007 | $2,709 | $1,298 | $1,298 | |
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,277 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $588 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $588 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,199 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162384531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64103 | CO-TRUSTEE | 1 | $15,735 |
| DR BEERY JOHNSON | ||||||
| 5655 S 4TH | ST JOSEPH | MO | 64504 | CO-TRUSTEE | 1 | $0 |
| LYNN LAIPPLE | ||||||
| 106 S 5TH | WATHENA | KS | 66090 | CO-TRUSTEE | 1 | $0 |
| JOSEPH HENDRIX | ||||||
| 2316 GLENN DRIVE | ST JOSEPH | MO | 64503 | CO-TRUSTEE | 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 | $1,312,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,889 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,394,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,394,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,373,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,787 | TotalTaxAmt |
| Distributable Before Adj | $66,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,367 | 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 | $50,367 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,771 | 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 | $50,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,771 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $55,281 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENTON HIGH SCHOOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5655 S 4TH STREET | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | BRUCE DROWNS EDUCATIONAL FOUNDATION APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | BENTON HIGH SCHOOL STUDENTS AND GRADUATES WHO SHOW NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| HIGHLAND COMMUNITY COLLEGE | ||||||||
| 606 W MAIN ST | HIGHLAND | KS | 66035 | NONE | PC | SCHOLARSHIPS | $750 | |
| MISSOURI STATE UNIVERSITY | ||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | PC | SCHOLARSHIPS | $2,175 | |
| MISSOURI WESTERN STATE UNIVERSITY | ||||||||
| 4525 DOWNS DR | ST JOSEPH | MO | 64507 | NONE | PC | SCHOLARSHIPS | $25,000 | |
| UNIVERSITY OF MISSOURI - COLUMBIA | ||||||||
| 111 JESSEE HALL | COLUMBIA | MO | 65211 | NONE | PC | SCHOLARSHIPS | $1,500 | |
| NORTHWEST MISSOURI STATE UNIVERSITY | ||||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| NORTH CENTRAL MISSOURI COLLEGE | ||||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | NONE | PC | SCHOLARSHIPS | $1,050 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 W COLLEGE ST | LIBERTY | MO | 64068 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| BRIGHAM YOUNG UNIVERSITY - IDAHO | ||||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIPS | $750 | |
| DRURY UNIVERSITY | ||||||||
| 900 N BENTON AVE | SPRINGFIELD | MO | 65802 | NONE | PC | SCHOLARSHIPS | $750 | |
| GRACELAND UNIVERSITY | ||||||||
| 1 UNIVERSITY PL | LAMONI | IA | 50140 | NONE | PC | SCHOLARSHIPS | $750 | |
| MIDLAND UNIVERSITY | ||||||||
| 900 N CLARKSON ST | FREMONT | NE | 68025 | NONE | PC | SCHOLARSHIPS | $750 | |
| MO UNIVERSITY OF SCIENCE AND | ||||||||
| PARKER HALL 106 300 W 14TH ST | ROLLA | MO | 65409 | NONE | PC | SCHOLARSHIPS | $1,125 | TECHNOLOGY |
| SOUTHEASTERN COMMUNITY COLLEGE | ||||||||
| 1500 W AGENCY RD WEST | BURLINGTON | IA | 52655 | NONE | PC | SCHOLARSHIPS | $750 | |
| UNIVERSITY OF KANSAS | ||||||||
| 1450 JAYHAWK BLVD | LAWRENCE | KS | 66045 | NONE | PC | SCHOLARSHIPS | $300 | |
| METROPOLITAN COMMUNITY COLLEGE | ||||||||
| 500 SW LONGVIEW RD | LEES SUMMIT | MO | 64081 | NONE | PC | SCHOLARSHIPS | $300 | |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER PARK DR | PARKVILLE | MO | 64152 | NONE | PC | SCHOLARSHIPS | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,700 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,674 | 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 | $111,861 | 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 | $136,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,541 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING AND COST ADJUSTMENT | Desc |
| Amt | $186 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND INCOME TIMING ADJUSTMENT | $265 |
| ROUNDING | $7 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $120 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $431 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $92 | $92 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $33 | $33 | $0 |