DON AND PAT MORRISON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DON AND PAT MORRISON FOUNDATION (EIN 43-6931150)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202001329349100305
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-10T23:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-14 | 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 | 2020-04-14 | 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 | $1,203,596 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,729 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $521,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,158 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $42,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,252 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,252 | 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 | $2,116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | 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 | $19,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,896 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,112,961 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,062,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,147,700 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,145,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,118,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,203,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,145,347 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,118,836 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,145,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,118,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,145,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,118,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,145,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $472 | OtherIncreasesAmt |
| Subtotal | $1,118,999 | SubtotalAmt |
| Other Decreases | $163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,118,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 611.22 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2016-11-23 | 2019-01-14 | $10,055 | $12,872 | -$2,817 | -$2,817 | |
| 94.321 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2016-11-23 | 2019-01-14 | $4,502 | $5,435 | -$933 | -$933 | |
| 10836.797 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-01-15 | $147 | $156 | -$9 | -$9 | |
| 3095.6635 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-01-25 | $139 | $146 | -$7 | -$7 | |
| 25000. JP MORGAN CHASE & CO DTD 1/28/2014 2.350% 1/28/2019 | 2015-10-27 | 2019-01-28 | $25,000 | $25,000 | |||
| 10708.869 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-02-15 | $128 | $135 | -$7 | -$7 | |
| 25000. GOLDMAN SACHS GROUP INC MTN DTD 2/5/2009 7.500% 2/15/2019 | 2016-06-22 | 2019-02-15 | $25,000 | $25,000 | |||
| 2965.5043 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-02-25 | $130 | $137 | -$7 | -$7 | |
| 4472. AMERICAN CENTURY DIVERSIFIED BOND INST. | 2016-01-28 | 2019-03-01 | $46,509 | $47,775 | -$1,266 | -$1,266 | |
| 2510.285 IVY INTERNATIONAL CORE EQUITY I | 2016-02-19 | 2019-03-01 | $42,499 | $40,163 | $2,336 | $2,336 | |
| 1507.131 IVY INTERNATIONAL CORE EQUITY I | 2018-08-02 | 2019-03-01 | $25,516 | $30,519 | -$5,003 | -$5,003 | |
| 1270. NUANCE MID CAP VALUE - I | 2016-11-23 | 2019-03-01 | $15,646 | $14,554 | $1,092 | $1,092 | |
| 5993. VANGUARD INTER TERM BOND INDEX FUND ADM | 2016-01-28 | 2019-03-01 | $66,522 | $68,320 | -$1,798 | -$1,798 | |
| 25000. CBS CORPORATION DTD 8/19/2014 2.300% 8/15/2019 | 2016-10-26 | 2019-03-07 | $25,000 | $25,000 | |||
| 10600.505 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-03-15 | $108 | $115 | -$7 | -$7 | |
| 25000. CAPITAL ONE FINANCIAL CORP DTD 4/24/2014 2.450% 4/24/2019 | 2016-10-26 | 2019-03-25 | $25,000 | $25,000 | |||
| 2847.2943 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-03-25 | $118 | $124 | -$6 | -$6 | |
| 25000. FEDERAL HOME LOAN MORTGAGE CORP DTD 3/27/2009 3.750% 3/27/2019 | 2017-01-04 | 2019-03-27 | $25,000 | $25,000 | |||
| 10464.8815 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-04-15 | $136 | $144 | -$8 | -$8 | |
| 2729.6675 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-04-25 | $118 | $124 | -$6 | -$6 | |
| 10326.4015 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-05-15 | $138 | $147 | -$9 | -$9 | |
| 2610.8065 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-05-28 | $119 | $125 | -$6 | -$6 | |
| 757.514 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-03-01 | 2019-05-29 | $15,112 | $14,567 | $545 | $545 | |
| 169.568 MFS MID CAP GROWTH FUND CLASS R 6 | 2016-11-23 | 2019-05-29 | $3,383 | $2,622 | $761 | $761 | |
| 6704.272 TIAA-CREF GROWTH & INCOME FD - INSTL | 2016-02-19 | 2019-05-29 | $91,781 | $78,716 | $13,065 | $13,065 | |
| 10166.469 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-06-17 | $160 | $169 | -$9 | -$9 | |
| 1846. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2015-10-21 | 2019-06-18 | $24,275 | $22,824 | $1,451 | $1,451 | |
| 2485.3078 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-06-25 | $126 | $132 | -$6 | -$6 | |
| 10035.982 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-07-15 | $130 | $138 | -$8 | -$8 | |
| 2366.56 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-07-25 | $119 | $125 | -$6 | -$6 | |
| 15000. NORTHROP GRUMMAN CORP DTD 7/30/2009 5.050% 8/1/2019 | 2018-03-27 | 2019-08-01 | $15,000 | $15,000 | |||
| 9865.43 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-08-15 | $171 | $181 | -$10 | -$10 | |
| 2258.1038 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-08-26 | $108 | $114 | -$6 | -$6 | |
| 9707.3785 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-09-16 | $158 | $167 | -$9 | -$9 | |
| 2147.8593 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-09-25 | $110 | $116 | -$6 | -$6 | |
| 25000. FEDERAL HOME LOAN MORTGAGE CORP DTD 10/2/2012 1.250% 10/2/2019 | 2014-12-15 | 2019-10-02 | $25,000 | $25,000 | |||
| 9580.943 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-10-15 | $126 | $134 | -$8 | -$8 | |
| 2036.906 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-10-25 | $111 | $117 | -$6 | -$6 | |
| 9381.12 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-11-15 | $200 | $212 | -$12 | -$12 | |
| 1924.7265 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-11-25 | $112 | $118 | -$6 | -$6 | |
| 9262.244 FED HOME LN MTG CORP DTD 10/1/2011 3.5000% 10/1/2031 | 2012-06-11 | 2019-12-16 | $119 | $126 | -$7 | -$7 | |
| 1830.1945 FEDERAL NATIONAL MORTGAGE ASSN DTD 5/1/2012 3.0000% 6/1/2022 | 2012-06-13 | 2019-12-26 | $95 | $100 | -$5 | -$5 | |
| CAPITAL GAIN DIVIDENDS | $7,901 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,158 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,213,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049965 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,226,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04943 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,434 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,214,685 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053046 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,283,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,424 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,333,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048299 | DistributionYr5Rt |
| Total Distribution | 0.251983 | TotalDistributionRt |
| Average Distribution | 0.050397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,185,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,080 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,335 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,184 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $479 | OverpaymentAmt |
| Applied To ES Tax | $354 | AppliedToESTaxAmt |
| Refund | $125 | 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 | $16,504 | 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 | $1,104,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,203,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,203,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,185,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $705 | TotalTaxAmt |
| Distributable Before Adj | $58,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,335 | 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 | $59,335 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,335 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,281 | 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 | $59,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,281 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,054 | 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 | $49,498 | 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 | PROVIDE AWARDS FOR TEACHERS | $16,761 |
| WASHBURN ENDOWMENT ASSOCIATION | |||||||
| 1700 SW COLLEGE AVE | TOPEKA | KS | 66621 | NONE | PC | PROVIDE AWARDS FOR TEACHERS | $16,761 |
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | NONE | PC | PROVIDE AWARDS FOR TEACHERS | $16,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,283 | 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 | $27,725 | 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 | $15,158 | 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 | $42,883 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,883 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $42 |
| RETURN OF CAPITAL ADJUSTMENT | $121 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ACCRETION OF BOND DISCOUNT | $470 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $565 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,184 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $250 | $250 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $117 | $117 | $0 |