WILLIAM H GUILD CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM H GUILD CHARITABLE TRUST (EIN 48-6198721)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202131229349100903
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other 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 | 486198721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H GUILD CHARITABLE TRUST 103727 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUIL | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2021-04-28 | 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 | $7,408,815 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,893,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,472 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,838 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $513,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $511,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,673 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,837 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,837 | 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 | $1,732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,732 | 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 | $62,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $344,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,777 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,307,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,357,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,093,038 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,505,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,673,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,408,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,505,764 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,673,569 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,505,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,673,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,505,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,673,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,505,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9 | OtherIncreasesAmt |
| Subtotal | $5,674,541 | SubtotalAmt |
| Other Decreases | $972 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,673,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (204 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6808. RIVERPARK STRATEGIC INCOME FUND I | 2018-03-26 | 2020-01-06 | $61,680 | $64,336 | -$2,656 | -$2,656 | |
| 175. APPLE COMPUTER INC | 2018-12-13 | 2020-01-09 | $54,040 | $26,536 | $27,504 | $27,504 | |
| 230. CONSTELLATION BRANDS INC CLASS A | 2017-08-10 | 2020-01-09 | $44,494 | $44,966 | -$472 | -$472 | |
| 580. PROGRESSIVE CORP OHIO | 2019-07-11 | 2020-01-09 | $42,743 | $44,424 | -$1,681 | -$1,681 | |
| 350. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-01-09 | $19,025 | $18,231 | $794 | $794 | |
| 42.146 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2020-01-15 | $42 | $43 | -$1 | -$1 | |
| 5.65 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2020-02-18 | $37 | $37 | |||
| 5466. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-26 | 2020-03-05 | $62,859 | $72,270 | -$9,411 | -$9,411 | |
| 3757. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $76,943 | $84,758 | -$7,815 | -$7,815 | |
| 3792. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-03-05 | $48,689 | $51,040 | -$2,351 | -$2,351 | |
| 284.238 VANGUARD INSTITUTIONAL INDEX | 2015-03-24 | 2020-03-05 | $77,478 | $54,730 | $22,748 | $22,748 | |
| 1330. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $27,427 | $35,125 | -$7,698 | -$7,698 | |
| 455. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $16,067 | $21,369 | -$5,302 | -$5,302 | |
| 165. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $5,290 | $14,562 | -$9,272 | -$9,272 | |
| 420. EOG RESOURCES INC | 2016-02-19 | 2020-03-12 | $13,466 | $33,250 | -$19,784 | -$19,784 | |
| 275. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $39,927 | $57,444 | -$17,517 | -$17,517 | |
| 100000. GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2020-03-16 | $6 | $6 | |||
| 25000. JP MORGAN CHASE & CO DTD 3/25/2010 4.950% 3/25/2020 | 2015-05-26 | 2020-03-25 | $25,000 | $25,000 | |||
| 635. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $25,351 | $33,057 | -$7,706 | -$7,706 | |
| 234. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $22,450 | $29,211 | -$6,761 | -$6,761 | |
| 50000. FEDERAL HOME LOAN MORTGAGE CORP DTD 4/4/2013 1.375% 5/1/2020 | 2016-01-27 | 2020-05-01 | $50,000 | $50,000 | |||
| 305. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $27,954 | $20,873 | $7,081 | $7,081 | |
| 1055. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $37,507 | $48,660 | -$11,153 | -$11,153 | |
| 310. HONEYWELL INTERNATIONAL INC | 2016-03-10 | 2020-05-14 | $38,998 | $30,204 | $8,794 | $8,794 | |
| 90. BROADCOM INC | 2020-01-09 | 2020-06-11 | $26,535 | $27,488 | -$953 | -$953 | |
| 1000. CISCO SYSTEMS INC | 2020-01-09 | 2020-06-11 | $43,847 | $46,316 | -$2,469 | -$2,469 | |
| 790. KELLOGG CO | 2019-10-10 | 2020-06-11 | $50,468 | $49,349 | $1,119 | $1,119 | |
| 5. THERMO ELECTRON CORP | 2016-02-19 | 2020-06-11 | $1,680 | $650 | $1,030 | $1,030 | |
| 72. DOCUSIGN INC. | 2020-06-11 | 2020-07-09 | $15,147 | $7,230 | $7,917 | $7,917 | |
| 122. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $29,705 | $9,949 | $19,756 | $19,756 | |
| 4183. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-08-11 | $87,341 | $94,368 | -$7,027 | -$7,027 | |
| 4731. MANNING & NAPIER INTL. DISCOVERY CL Z | 2018-03-26 | 2020-08-11 | $117,991 | $98,098 | $19,893 | $19,893 | |
| 2600. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-09 | 2020-08-11 | $64,064 | $66,846 | -$2,782 | -$2,782 | |
| 6841. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-08-11 | $90,780 | $91,909 | -$1,129 | -$1,129 | |
| 370. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $30,158 | $20,676 | $9,482 | $9,482 | |
| 9. AMAZON COM INC | 2016-06-08 | 2020-08-13 | $28,581 | $6,543 | $22,038 | $22,038 | |
| 70. APPLE COMPUTER INC | 2016-02-19 | 2020-08-13 | $32,268 | $6,729 | $25,539 | $25,539 | |
| 440. FISERV INC | 2018-09-13 | 2020-09-10 | $41,729 | $35,677 | $6,052 | $6,052 | |
| 145. BECTON DICKINSON & CO | 2018-01-11 | 2020-10-15 | $34,067 | $32,426 | $1,641 | $1,641 | |
| 130. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-10-15 | $50,105 | $40,543 | $9,562 | $9,562 | |
| 240. CME GROUP INC | 2018-11-19 | 2020-11-13 | $39,859 | $42,779 | -$2,920 | -$2,920 | |
| 98. SALESFORCE.COM INC | 2018-08-08 | 2020-11-13 | $24,457 | $14,244 | $10,213 | $10,213 | |
| 32. VISA INC | 2016-10-13 | 2020-11-13 | $6,745 | $2,626 | $4,119 | $4,119 | |
| 69. ABBOTT LABORATORIES | 2018-09-13 | 2020-12-04 | $7,449 | $4,303 | $3,146 | $3,146 | |
| 48. ABBVIE INC | 2020-05-14 | 2020-12-04 | $5,118 | $4,325 | $793 | $793 | |
| 66. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-12-04 | $5,300 | $3,688 | $1,612 | $1,612 | |
| 27. ADOBE SYSTEMS INC | 2017-02-09 | 2020-12-04 | $13,141 | $3,146 | $9,995 | $9,995 | |
| 14. ALPHABET INC | 2018-12-13 | 2020-12-04 | $25,519 | $14,988 | $10,531 | $10,531 | |
| 9. AMAZON COM INC | 2016-06-08 | 2020-12-04 | $28,556 | $6,483 | $22,073 | $22,073 | |
| 261. APPLE COMPUTER INC | 2016-02-11 | 2020-12-04 | $31,839 | $6,094 | $25,745 | $25,745 | |
| 1503.193 BAILLIE GIFFORD INTL ALPHA - INSTL | 2020-08-11 | 2020-12-04 | $25,133 | $22,007 | $3,126 | $3,126 | |
| 148. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2020-12-04 | $11,743 | $8,501 | $3,242 | $3,242 | |
| 32. COSTCO WHOLESALE CORP | 2020-08-13 | 2020-12-04 | $11,928 | $10,760 | $1,168 | $1,168 | |
| 14. COSTAR GROUP INC | 2019-11-13 | 2020-12-04 | $12,387 | $7,896 | $4,491 | $4,491 | |
| 64. DANAHER CORP | 2016-02-19 | 2020-12-04 | $14,136 | $4,187 | $9,949 | $9,949 | |
| 87. DISNEY WALT HOLDING CO | 2018-12-13 | 2020-12-04 | $13,363 | $9,859 | $3,504 | $3,504 | |
| 47. DOCUSIGN INC. | 2020-03-12 | 2020-12-04 | $11,534 | $3,110 | $8,424 | $8,424 | |
| 15840.341 DODGE & COX INCOME FUND | 2019-09-05 | 2020-12-04 | $236,179 | $223,896 | $12,283 | $12,283 | |
| 53. DOLLAR GENERAL CORP | 2019-02-14 | 2020-12-04 | $11,296 | $6,315 | $4,981 | $4,981 | |
| 12610.523 DOUBLELINE TOTAL RETURN BOND FUND CL I | 2016-01-26 | 2020-12-04 | $134,680 | $137,455 | -$2,775 | -$2,775 | |
| 256. DUKE WEEKS REALTY CORP | 2019-08-15 | 2020-12-04 | $9,769 | $8,432 | $1,337 | $1,337 | |
| 55. ECOLAB INC | 2018-09-13 | 2020-12-04 | $12,353 | $8,602 | $3,751 | $3,751 | |
| 99. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2020-12-04 | $8,426 | $8,472 | -$46 | -$46 | |
| 65. FACEBOOK INC - A SHS | 2019-07-11 | 2020-12-04 | $18,233 | $13,062 | $5,171 | $5,171 | |
| 24. FEDEX CORP | 2020-10-15 | 2020-12-04 | $7,102 | $6,753 | $349 | $349 | |
| 1304.883 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-21 | 2020-12-04 | $18,686 | $16,637 | $2,049 | $2,049 | |
| 51. FIVE BELOW INC | 2019-02-14 | 2020-12-04 | $8,317 | $6,646 | $1,671 | $1,671 | |
| 64. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2020-12-04 | $15,285 | $15,519 | -$234 | -$234 | |
| 2644.45 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-12-04 | $68,623 | $59,659 | $8,964 | $8,964 | |
| 40. HOME DEPOT INC | 2018-06-14 | 2020-12-04 | $10,646 | $7,992 | $2,654 | $2,654 | |
| 39. INTUIT INC | 2019-01-10 | 2020-12-04 | $14,462 | $8,000 | $6,462 | $6,462 | |
| 91. J P MORGAN CHASE & CO | 2015-05-05 | 2020-12-04 | $11,102 | $5,870 | $5,232 | $5,232 | |
| 24. LULULEMON ATHLETICA INC | 2020-09-10 | 2020-12-04 | $9,100 | $7,689 | $1,411 | $1,411 | |
| 76. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2020-12-04 | $8,793 | $7,986 | $807 | $807 | |
| 32. MASTERCARD INC - CLASS A | 2017-01-12 | 2020-12-04 | $10,904 | $3,168 | $7,736 | $7,736 | |
| 114. MERCK & CO INC | 2018-11-19 | 2020-12-04 | $9,265 | $8,718 | $547 | $547 | |
| 146. MICROSOFT CORP | 2018-04-12 | 2020-12-04 | $31,253 | $13,722 | $17,531 | $17,531 | |
| 122. MORGAN STANLEY DEAN WITTER & CO | 2020-11-13 | 2020-12-04 | $7,911 | $6,950 | $961 | $961 | |
| 74. NEXTERA ENERGY INC | 2016-02-11 | 2020-12-04 | $5,358 | $2,075 | $3,283 | $3,283 | |
| 110. NIKE INC CLASS B | 2018-08-08 | 2020-12-04 | $15,037 | $8,881 | $6,156 | $6,156 | |
| 13. NVIDIA CORP | 2020-05-14 | 2020-12-04 | $7,021 | $4,153 | $2,868 | $2,868 | |
| 24. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2020-12-04 | $10,772 | $9,860 | $912 | $912 | |
| 30. PAYPAL HOLDINGS INC | 2020-11-13 | 2020-12-04 | $6,530 | $5,664 | $866 | $866 | |
| 9. REGENERON PHARMACEUTICALS INC | 2020-07-09 | 2020-12-04 | $4,444 | $5,738 | -$1,294 | -$1,294 | |
| 52. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2020-12-04 | $12,890 | $12,170 | $720 | $720 | |
| 45. SALESFORCE.COM INC | 2018-08-08 | 2020-12-04 | $10,139 | $6,541 | $3,598 | $3,598 | |
| 144. STARBUCKS CORP | 2020-06-11 | 2020-12-04 | $14,763 | $10,408 | $4,355 | $4,355 | |
| 35. STRYKER CORP | 2017-08-10 | 2020-12-04 | $8,322 | $5,040 | $3,282 | $3,282 | |
| 64. TEXAS INSTRUMENTS INC | 2019-09-13 | 2020-12-04 | $10,590 | $8,319 | $2,271 | $2,271 | |
| 26. THERMO ELECTRON CORP | 2016-02-19 | 2020-12-04 | $12,221 | $2,897 | $9,324 | $9,324 | |
| 281. TWITTER INC | 2020-09-10 | 2020-12-04 | $13,544 | $10,955 | $2,589 | $2,589 | |
| 45. UNION PACIFIC CORP | 2019-07-11 | 2020-12-04 | $9,198 | $7,712 | $1,486 | $1,486 | |
| 30. UNITED RENTALS INC | 2020-10-15 | 2020-12-04 | $7,318 | $5,683 | $1,635 | $1,635 | |
| 21. UNITEDHEALTH GROUP INC | 2018-07-11 | 2020-12-04 | $7,326 | $5,241 | $2,085 | $2,085 | |
| 3038.95 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2015-06-18 | 2020-12-04 | $45,615 | $40,324 | $5,291 | $5,291 | |
| 55. VISA INC | 2016-10-13 | 2020-12-04 | $11,571 | $4,511 | $7,060 | $7,060 | |
| 87. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-04 | $10,189 | $8,067 | $2,122 | $2,122 | |
| 35. ACCENTURE PLC - CL A | 2018-09-13 | 2020-12-04 | $8,837 | $6,030 | $2,807 | $2,807 | |
| 79. DANAHER CORP | 2016-02-19 | 2020-12-10 | $17,640 | $2,373 | $15,267 | $15,267 | |
| 128. MICROSOFT CORP | 2018-04-12 | 2020-12-10 | $27,041 | $10,966 | $16,075 | $16,075 | |
| 199. NIKE INC CLASS B | 2018-08-08 | 2020-12-10 | $27,410 | $16,066 | $11,344 | $11,344 | |
| 388. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-10 | $44,587 | $30,308 | $14,279 | $14,279 | |
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,028 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,868 | 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 | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $59,673 | 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 | $6,169,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $391,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,560,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,560,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,462,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,668 | TotalTaxAmt |
| Distributable Before Adj | $316,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,361 | 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 | $313,361 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $313,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $282,722 | 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 | $313,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $282,722 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,639 | 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 | $285,817 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| NATIONAL ASSN CONGREGATIONAL | ||||||||
| P O BOX 288 | OAK CREEK | WI | 531540620 | NONE | PC | GENERAL OPERATING SUPPORT | $48,459 | |
| SALVATION ARMY OF KANSAS CITY | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 641112503 | NONE | PC | GENERAL OPERATING SUPPORT | $48,459 | |
| WASHBURN UNIV ENDOWMENT ASSN | ||||||||
| 1700 SW COLLEGE AVE | TOPEKA | KS | 666210001 | NONE | PC | GENERAL OPERATING SUPPORT | $48,459 | |
| HUMANE SOCIETY OF THE US | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 200371595 | NONE | PC | GENERAL OPERATING SUPPORT | $88,888 | ATTN STEPHEN W SWARTZ ASSOCGENCOUNS |
| PIEDMONT COLLEGE | ||||||||
| P O BOX 10 | DEMOREST | GA | 305350010 | NONE | PC | GENERAL OPERATING SUPPORT | $48,459 | ATTN DR JAMES F MELLICHAMP PRESIDENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,724 | 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 | $91,387 | 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 | $418,472 | 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 | $3,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $513,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $513,697 | 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 | ACCRUED INTEREST PAID | Desc |
| Amt | $972 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,838 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $9 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $1,193 | $1,193 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $539 | $539 | $0 |