O JACK PRINTZ CHARITABLE FOUNDATION TRUST FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- O JACK PRINTZ CHARITABLE FOUNDATION TRUST FUND (EIN 43-6306546)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-20
- IRS object ID
- 202020209349100107
- Schema version
- 2018v3.0
- 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 | 2020-01-20T13:00:21-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436306546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O JACK PRINTZ CHARITABLE FOUNDATION 100146 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIN | 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 | 2020-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2020-01-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,023,490 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $328,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,984 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,546 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,273 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,273 | 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 | $1,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,402 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $847,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $832,186 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $967,088 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $910,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $888,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,023,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $910,738 | CapitalStockBOYAmt |
| Capital Stock EOY | $888,588 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $910,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $888,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $910,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $888,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $910,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66 | OtherIncreasesAmt |
| Subtotal | $888,624 | SubtotalAmt |
| Other Decreases | $36 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $888,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5. LOCKHEED MARTIN CORP | 2016-01-08 | 2018-10-04 | $1,736 | $1,065 | $671 | $671 | |
| 30. VENTAS INC | 2017-03-08 | 2018-10-04 | $1,567 | $1,834 | -$267 | -$267 | |
| 24. PRAXAIR INC | 2018-08-09 | 2018-10-31 | $3,923 | $3,627 | $296 | $296 | |
| 62. HALLIBURTON CO | 2017-12-06 | 2018-11-07 | $2,255 | $2,683 | -$428 | -$428 | |
| 39. TOTAL FINA ELF S A SPONSORED ADR | 2017-10-04 | 2018-11-07 | $2,313 | $2,086 | $227 | $227 | |
| 58. CITIGROUP INC | 2017-10-04 | 2018-12-07 | $3,385 | $4,132 | -$747 | -$747 | |
| 82. WEYERHAEUSER CO | 2016-10-05 | 2018-12-07 | $2,074 | $2,519 | -$445 | -$445 | |
| 40. MARRIOTT INTERNATIONAL INC CLASS A | 2017-02-09 | 2019-01-07 | $4,324 | $3,473 | $851 | $851 | |
| 3. MARRIOTT INTERNATIONAL INC CLASS A | 2018-08-09 | 2019-01-07 | $324 | $363 | -$39 | -$39 | |
| 5. UNITEDHEALTH GROUP INC | 2011-03-10 | 2019-01-07 | $1,204 | $219 | $985 | $985 | |
| 8922.212 AMERICAN CENTURY DIVERSIFIED BOND INST. | 2016-01-26 | 2019-01-08 | $92,256 | $95,962 | -$3,706 | -$3,706 | |
| 477.536 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2016-11-16 | 2019-01-08 | $7,789 | $9,727 | -$1,938 | -$1,938 | |
| 129.319 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2016-11-16 | 2019-01-08 | $6,144 | $7,291 | -$1,147 | -$1,147 | |
| 150. DODGE & COX INCOME FUND | 2012-01-11 | 2019-02-22 | $2,027 | $2,018 | $9 | $9 | |
| 234. DOUBLELINE TOTAL RETURN BOND FUND CL I | 2012-10-17 | 2019-02-22 | $2,448 | $2,665 | -$217 | -$217 | |
| 1657.2 IVY INTERNATIONAL CORE EQUITY I | 2018-03-26 | 2019-02-22 | $28,023 | $33,144 | -$5,121 | -$5,121 | |
| 3547.887 IVY INTERNATIONAL CORE EQUITY I | 2016-02-16 | 2019-02-22 | $59,995 | $57,134 | $2,861 | $2,861 | |
| 1371. NUANCE MID CAP VALUE - I | 2016-11-16 | 2019-02-22 | $16,658 | $15,479 | $1,179 | $1,179 | |
| 60. CVS CORPORATION | 2018-10-03 | 2019-03-06 | $3,246 | $4,622 | -$1,376 | -$1,376 | |
| 10. FEDEX CORP | 2018-04-09 | 2019-03-06 | $1,784 | $2,354 | -$570 | -$570 | |
| 9. FEDEX CORP | 2018-02-12 | 2019-03-06 | $1,606 | $2,159 | -$553 | -$553 | |
| 156. HP INC | 2018-06-07 | 2019-03-06 | $2,976 | $3,680 | -$704 | -$704 | |
| 5. COSTCO WHOLESALE CORP | 2016-06-03 | 2019-04-03 | $1,211 | $517 | $694 | $694 | |
| 5. INTUIT INC | 2011-10-19 | 2019-04-03 | $1,344 | $260 | $1,084 | $1,084 | |
| 10. MASTERCARD INC - CLASS A | 2017-07-11 | 2019-04-03 | $2,384 | $1,167 | $1,217 | $1,217 | |
| 23. AMGEN INC | 2014-06-04 | 2019-05-08 | $3,967 | $2,767 | $1,200 | $1,200 | |
| .286 KONTOOR BRANDS INC | 2017-08-02 | 2019-05-23 | $10 | $7 | $3 | $3 | |
| 130.349 MFS MID CAP GROWTH FUND CLASS R 6 | 2016-05-18 | 2019-05-28 | $2,623 | $1,895 | $728 | $728 | |
| 923.672 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-02-22 | 2019-05-28 | $18,584 | $17,559 | $1,025 | $1,025 | |
| 15. OCCIDENTAL PETROLEUM CORPORATION | 2018-11-07 | 2019-06-05 | $707 | $1,107 | -$400 | -$400 | |
| 51. OCCIDENTAL PETROLEUM CORPORATION | 2017-11-08 | 2019-06-05 | $2,405 | $3,307 | -$902 | -$902 | |
| 7. KONTOOR BRANDS INC | 2017-08-02 | 2019-06-07 | $199 | $174 | $25 | $25 | |
| 1389. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-09 | 2019-06-20 | $18,599 | $18,932 | -$333 | -$333 | |
| 109. INTEL CORP | 2018-05-02 | 2019-07-08 | $5,209 | $4,907 | $302 | $302 | |
| 20. MORGAN STANLEY DEAN WITTER & CO | 2016-05-04 | 2019-08-07 | $810 | $527 | $283 | $283 | |
| 10. SIMON PROPERTY GROUP INC | 2019-03-06 | 2019-08-07 | $1,540 | $1,767 | -$227 | -$227 | |
| 55. SOUTHWEST AIRLINES CO | 2015-07-16 | 2019-08-07 | $2,747 | $1,837 | $910 | $910 | |
| 70. MORGAN STANLEY DEAN WITTER & CO | 2016-05-04 | 2019-09-04 | $2,906 | $1,845 | $1,061 | $1,061 | |
| 35. STARBUCKS CORP | 2018-12-07 | 2019-09-04 | $3,359 | $2,300 | $1,059 | $1,059 | |
| CAPITAL GAIN DIVIDENDS | $11,434 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,984 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,807 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,032,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,192 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $992,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,429 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $959,442 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,368 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,024,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,041 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,015,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035489 | DistributionYr5Rt |
| Total Distribution | 0.237004 | TotalDistributionRt |
| Average Distribution | 0.047401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $992,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,337 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $927 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $927 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $630 | OverpaymentAmt |
| Applied To ES Tax | $300 | AppliedToESTaxAmt |
| Refund | $330 | 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 | 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 | 64103 | 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 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,546 | 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 | $931,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,007,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,007,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $992,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $297 | TotalTaxAmt |
| Distributable Before Adj | $49,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $50,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $297 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,091 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,091 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,074 | 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 | $41,248 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VILLAGE SHALOM | |||||||
| 5500 W 123RD ST | LEAWOOD | KS | 66209 | NONE | PC | CHARITABLE | $21,046 |
| MENORAH HERITAGE FOUNDATION | |||||||
| 5801 W 115TH ST STE 104 | OVERLAND PARK | KS | 66211 | NONE | SO I | CHARITABLE | $21,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,092 | 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 | $28,270 | 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 | $8,984 | 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 | $37,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,254 | 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 | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $36 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| MUTUAL FUND TIMING ADJUSTMENT | $64 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9 | $9 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $438 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,236 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $302 | $302 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $11 | $11 | $0 |