KURZ CHARITABLE TRUST & FOUNDATION 98-98-162493001: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KURZ CHARITABLE TRUST & FOUNDATION 98-98-162493001 (EIN 44-6010327)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-07
- IRS object ID
- 202140979349100304
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-07T09:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446010327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURZ CHARITABLE TRUST & FOUNDATION 100183 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KURZ | 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 | 2021-03-14 | 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 | 2021-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $446,546 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,010 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $33,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,095 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,125 | 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 | $602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $180 | 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 | $7,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,818 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,091 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,140 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $352,403 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $366,611 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $436,406 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $368,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $446,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $368,245 | CapitalStockBOYAmt |
| Capital Stock EOY | $376,751 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $368,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $377,522 | SubtotalAmt |
| Other Decreases | $771 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 35.437 RIVERPARK STRATEGIC INCOME FUND I | 2019-12-31 | 2020-01-09 | $321 | $324 | -$3 | -$3 | |
| 880.183 RIVERPARK STRATEGIC INCOME FUND I | 2018-12-28 | 2020-01-09 | $7,983 | $8,323 | -$340 | -$340 | |
| 2777.693 TOUCHSTONE VALUE FUND CLASS - I | 2018-12-12 | 2020-01-09 | $27,138 | $19,813 | $7,325 | $7,325 | |
| 142.853 TOUCHSTONE VALUE FUND CLASS - I | 2019-12-11 | 2020-01-09 | $1,396 | $1,363 | $33 | $33 | |
| 387. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-19 | 2020-03-05 | $4,451 | $5,081 | -$630 | -$630 | |
| 352. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-14 | 2020-03-05 | $7,209 | $7,698 | -$489 | -$489 | |
| 49. VANGUARD INSTITUTIONAL INDEX | 2019-02-14 | 2020-03-05 | $13,356 | $8,198 | $5,158 | $5,158 | |
| 361.089 MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-02-14 | 2020-08-11 | $9,006 | $6,858 | $2,148 | $2,148 | |
| 120.033 TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-08 | 2020-08-11 | $2,958 | $3,056 | -$98 | -$98 | |
| 378.317 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2015-06-16 | 2020-08-11 | $5,020 | $4,906 | $114 | $114 | |
| 88. DODGE & COX INCOME FUND | 2019-06-26 | 2020-09-02 | $1,309 | $1,194 | $115 | $115 | |
| 296. PRINCIPAL BLUE CHIP R6 | 2019-06-04 | 2020-09-02 | $10,514 | $7,128 | $3,386 | $3,386 | |
| 15.145 VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2020-08-01 | 2020-09-02 | $177 | $178 | -$1 | -$1 | |
| 437.855 VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-09-01 | 2020-09-02 | $5,119 | $4,626 | $493 | $493 | |
| 162. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-10-02 | $8,215 | $8,204 | $11 | $11 | |
| 172. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-03 | $8,722 | $8,710 | $12 | $12 | |
| 85. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-25 | $4,315 | $4,304 | $11 | $11 | |
| CAPITAL GAIN DIVIDENDS | $5,764 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,010 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,452 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $407,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,887 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $420,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,574 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $418,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,098 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $402,113 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052468 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $424,391 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052958 | DistributionYr5Rt |
| Total Distribution | 0.25452 | TotalDistributionRt |
| Average Distribution | 0.050904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $415,150 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,133 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $298 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,431 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,091 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $428 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $428 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $168 | 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 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $6,100 |
| CARL W KURZ CO ELKO PHOTO PRODUCTS | ||||||
| P O BOX 328 | KANSAS CITY | MO | 64141 | CO-TRUSTEE | 1 | $150 |
| 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 | $407,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $421,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $415,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $596 | TotalTaxAmt |
| Distributable Before Adj | $20,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,091 | 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 | $20,091 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,091 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,021 | 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 | $20,091 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,021 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,070 | 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 | $16,092 | 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 (23 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 |
|---|---|---|---|---|---|---|---|---|
| COLONIAL PRESBYTERIAN CHURCH | ||||||||
| 12501 W 137TH ST | OVERLAND PARK | KS | 66221 | NONE | PC | CHARITABLE | $4,800 | |
| HEART OF AMERICA | ||||||||
| P O BOX 731 | MISSION | KS | 66201 | NONE | PC | INTERNATIONAL FEDERATION OF | $500 | FLYFISHERS |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | CHARITABLE | $100 | |
| NORTH ARKANSAS FLY FISHERS | ||||||||
| POBOX 1213 | MOUNTAIN HOME | AR | 70654 | NONE | PC | CHARITABLE | $500 | |
| OCEANIC CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | Washington | DC | 20036 | NONE | PC | CHARITABLE | $30 | |
| COLLEGE OF THE OZARKS | ||||||||
| P O BOX 17 | POINT LOOKOUT | MO | 65726 | NONE | PC | CHARITABLE | $100 | |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $155 | |
| PHEASANTS FOREVER | ||||||||
| 1783 BUERKLE CIRCLE | ST PAUL | MN | 55110 | NONE | PC | CHARITABLE | $2,000 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | NONE | EXEMPT | CHARITABLE | $100 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| PO BOX 216 | ASHLAND | MT | 59003 | NONE | PC | CHARITABLE | $150 | |
| TRI LAKES FLY FISHERS | ||||||||
| 1340 STATE HIGHWAY U | BOLIVAR | MO | 65613 | NONE | PC | CHARITABLE | $500 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | PC | CHARITABLE | $125 | |
| ARCHAEOLOGICAL CONSERVANCY | ||||||||
| 5301 CENTRAL AVENUE NE SUITE 902 | Albuquerque | NM | 87108 | NONE | PC | CHARITABLE | $50 | |
| WARD PARKWAY PRESBYTERIAN CHURCH | ||||||||
| 7406 WARD PARKWAY | KANSAS CITY | MO | 64114 | NONE | PC | CHARITABLE | $4,800 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW 1400 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $22 | |
| SOCIETY FOR SCIENCE | ||||||||
| 1719 N STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | CHARITABLE | $50 | |
| SIERRA CLUB | ||||||||
| 85 SECOND STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | CHARITABLE | $19 | |
| PROJECT HEALING WATERS | ||||||||
| PO BOX 695 | LAPLATA | MD | 20646 | NONE | PC | CHARITABLE | $500 | |
| MOKAN TROUT UNLIMITED | ||||||||
| 7502 PARK ST | SHAWNEE | KS | 66216 | NONE | PC | CHARITABLE | $1,500 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 266 WOODS HOLE DR | WOODS HOLE | MA | 02543 | NONE | PC | CHARITABLE | $55 | |
| EARTH JUSTICE | ||||||||
| 50 CALIFORNIA ST 500 | SAN FRANSISCO | CA | 94111 | NONE | PC | CHARITABLE | $25 | |
| UNITED STATES OLYMPIC AND PARALYMPIC | ||||||||
| 27 STEJON ST | COLORADO SPRING | CO | 80903 | NONE | PC | CHARITABLE | $50 | FOUNDATION |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $35 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,166 | 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 | $10,085 | 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 | $23,010 | 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 | $33,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,095 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE ACTION TRANSFER | $306 |
| MUTUAL FUND TIMING ADJUSTMENT | $237 |
| DIVIDEND REINVESTMENT ADJUSTMENT | $228 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $422 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $140 | $140 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $40 | $40 | $0 |