DON AND PAT MORRISON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DON AND PAT MORRISON FOUNDATION (EIN 43-6931150)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202121229349100407
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-02T16:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436931150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON AND PAT MORRISON FOUNDATION 131319 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | 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 | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2021-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,229,053 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $411,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,495 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $125 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $60,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,439 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,220 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,220 | 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 | $443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89 | 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 | $17,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,095 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,062,940 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,062,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,179,958 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,118,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,111,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,229,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,118,836 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,111,695 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,118,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,111,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,118,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,111,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,118,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $1,111,695 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,111,695 | 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 |
|---|---|---|---|---|---|---|---|
| 3943. RIVERPARK STRATEGIC INCOME FUND I | 2018-03-21 | 2020-01-13 | $35,802 | $37,261 | -$1,459 | -$1,459 | |
| 5360.566 TOUCHSTONE VALUE FUND CLASS - I | 2014-04-21 | 2020-01-13 | $52,105 | $41,692 | $10,413 | $10,413 | |
| 222.006 TOUCHSTONE VALUE FUND CLASS - I | 2019-06-18 | 2020-01-13 | $2,158 | $2,058 | $100 | $100 | |
| 9118.0665 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-01-15 | $144 | $153 | -$9 | -$9 | |
| 1705.7638 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-01-27 | $124 | $131 | -$7 | -$7 | |
| 25000. MORGAN STANLEY DTD 1/27/2015 2.650% 1/27/2020 | 2017-04-06 | 2020-01-27 | $25,000 | $25,000 | |||
| 25000. TARGET CORP DTD 7/16/2010 3.875% 7/15/2020 | 2016-06-09 | 2020-01-28 | $25,250 | $25,249 | $1 | $1 | |
| 8934.063 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-02-18 | $184 | $195 | -$11 | -$11 | |
| 1592.885 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-02-25 | $113 | $119 | -$6 | -$6 | |
| 1007. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-21 | 2020-03-06 | $11,409 | $12,931 | -$1,522 | -$1,522 | |
| 1034.932 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-03-01 | 2020-03-06 | $20,895 | $23,731 | -$2,836 | -$2,836 | |
| 98. VANGUARD INSTITUTIONAL INDEX | 2010-11-23 | 2020-03-06 | $26,258 | $10,613 | $15,645 | $15,645 | |
| 25000. ACTAVIS FUNDING SCS DTD 3/12/2015 3.000% 3/12/2020 | 2016-10-26 | 2020-03-12 | $25,000 | $25,000 | |||
| 25000. AMERIPRISE FINANCIAL INC DTD 3/11/2010 5.300% 3/15/2020 | 2016-02-25 | 2020-03-16 | $25,000 | $25,000 | |||
| 8763.628 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-03-16 | $170 | $181 | -$11 | -$11 | |
| 1496.4768 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-03-25 | $96 | $102 | -$6 | -$6 | |
| 8594.9585 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-04-15 | $169 | $179 | -$10 | -$10 | |
| 1415.9173 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-04-27 | $81 | $85 | -$4 | -$4 | |
| 8363.4685 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-05-15 | $231 | $245 | -$14 | -$14 | |
| 1330.6775 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-05-26 | $85 | $90 | -$5 | -$5 | |
| 8169.8725 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-06-15 | $194 | $205 | -$11 | -$11 | |
| 20000. HOME DEPOT INC DTD 9/10/2010 3.950% 9/15/2020 | 2018-03-27 | 2020-06-15 | $20,000 | $20,000 | |||
| 1235.1885 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-06-25 | $95 | $101 | -$6 | -$6 | |
| 7978.7405 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-07-15 | $191 | $202 | -$11 | -$11 | |
| 1149.1748 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-07-27 | $86 | $91 | -$5 | -$5 | |
| 611. MANNING & NAPIER INTL. DISCOVERY CL Z | 2017-06-05 | 2020-08-11 | $15,238 | $11,424 | $3,814 | $3,814 | |
| 280. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-14 | 2020-08-11 | $6,899 | $7,193 | -$294 | -$294 | |
| 1493. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-08-11 | $19,812 | $18,273 | $1,539 | $1,539 | |
| 7765.173 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-08-17 | $214 | $226 | -$12 | -$12 | |
| 1057.3455 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-08-25 | $92 | $97 | -$5 | -$5 | |
| 7539.072 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-09-15 | $226 | $239 | -$13 | -$13 | |
| 976.228 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-09-25 | $81 | $85 | -$4 | -$4 | |
| 467. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-06 | 2020-10-02 | $23,682 | $23,663 | $19 | $19 | |
| 7280.6185 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-10-15 | $258 | $274 | -$16 | -$16 | |
| 895.4778 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-10-26 | $81 | $85 | -$4 | -$4 | |
| 501. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-06 | 2020-11-05 | $25,396 | $25,386 | $10 | $10 | |
| 7089.166 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-11-16 | $191 | $203 | -$12 | -$12 | |
| 809.8278 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-11-25 | $86 | $90 | -$4 | -$4 | |
| 254. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-06 | 2020-11-25 | $12,895 | $12,870 | $25 | $25 | |
| 25000. FEDERAL NATIONAL MORTGAGE ASSN DTD 10/19/2015 1.500% 11/30/2020 | 2017-01-04 | 2020-11-30 | $25,000 | $25,000 | |||
| 6797.6015 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2020-12-15 | $292 | $309 | -$17 | -$17 | |
| 729.8318 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2020-12-28 | $80 | $84 | -$4 | -$4 | |
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,247 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,495 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $718 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $718 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $708 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $708 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,439 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,088,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,194,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,194,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,177,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $718 | TotalTaxAmt |
| Distributable Before Adj | $58,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,520 | 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 | $58,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,498 | 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 | $58,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,498 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,022 | 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 | $49,113 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KANSAS UNIVERSITY ENDOWMENT | |||||||
| 1800 KIMBALL AVENUE SUITE 200 | MANHATTAN | KS | 66502 | NONE | PC | GENERAL OPERATING SUPPORT | $16,500 |
| WASHBURN ENDOWMENT ASSOCIATION | |||||||
| 1700 SW COLLEGE AVE | TOPEKA | KS | 66621 | NONE | PC | GENERAL OPERATING SUPPORT | $16,500 |
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING SUPPORT | $16,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,500 | 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 | $24,416 | 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 | $35,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,036 | 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 Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $354 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $58 | $58 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |