OPAL GREENE TRUST FBO: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OPAL GREENE TRUST FBO (EIN 43-6777417)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-20
- IRS object ID
- 202020209349100202
- 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 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 | 436777417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUA OPAL GREENE 103737 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | 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 | $770,018 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,457 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $38,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,464 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,504 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,504 | 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 | $990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $251 | 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 | $12,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,959 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $636,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $646,877 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $747,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $675,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $669,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $770,018 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $675,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $669,836 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $675,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $669,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $669,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $675,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42 | OtherIncreasesAmt |
| Subtotal | $669,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $669,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .5 GARRETT MOTION INC. | 2015-10-16 | 2018-10-01 | $9 | $5 | $4 | $4 | |
| 10. ADOBE SYSTEMS INC | 2017-02-09 | 2018-10-11 | $2,403 | $1,165 | $1,238 | $1,238 | |
| 5. COSTAR GROUP INC | 2017-09-14 | 2018-10-11 | $1,882 | $1,375 | $507 | $507 | |
| 3. GARRETT MOTION INC. | 2016-03-10 | 2018-10-11 | $46 | $32 | $14 | $14 | |
| 37. LAUDER ESTEE COMPANIES INC CLASS A | 2018-06-14 | 2018-10-11 | $4,762 | $5,711 | -$949 | -$949 | |
| 50. PRICE T ROWE GROUP INC | 2017-10-12 | 2018-10-11 | $4,955 | $4,730 | $225 | $225 | |
| 20. RED HAT INC | 2018-06-14 | 2018-10-11 | $2,359 | $3,522 | -$1,163 | -$1,163 | |
| .833 RESIDEO TECHNOLOGIES INC. | 2016-03-10 | 2018-10-29 | $21 | $16 | $5 | $5 | |
| 35. PRAXAIR INC | 2017-12-01 | 2018-10-31 | $5,721 | $5,272 | $449 | $449 | |
| 18. FACEBOOK INC - A SHS | 2014-12-22 | 2018-11-19 | $2,394 | $1,468 | $926 | $926 | |
| 25. J P MORGAN CHASE & CO | 2016-10-26 | 2018-11-19 | $2,768 | $1,706 | $1,062 | $1,062 | |
| 30. RAYTHEON CO | 2016-01-11 | 2018-11-19 | $5,299 | $3,716 | $1,583 | $1,583 | |
| 5. RESIDEO TECHNOLOGIES INC. | 2016-03-10 | 2018-11-19 | $98 | $87 | $11 | $11 | |
| 35. CATERPILLAR INC | 2017-10-12 | 2018-12-13 | $4,398 | $3,775 | $623 | $623 | |
| 40. CITIGROUP INC | 2017-10-12 | 2018-12-13 | $2,221 | $2,902 | -$681 | -$681 | |
| 25. CITIGROUP INC | 2018-03-15 | 2018-12-13 | $1,388 | $1,836 | -$448 | -$448 | |
| 5. COSTAR GROUP INC | 2017-09-14 | 2018-12-13 | $1,821 | $1,375 | $446 | $446 | |
| 30. PROCTER & GAMBLE CO | 2018-10-11 | 2018-12-13 | $2,892 | $2,380 | $512 | $512 | |
| 40. PROCTER & GAMBLE CO | 2016-01-28 | 2018-12-13 | $3,856 | $3,198 | $658 | $658 | |
| 2647. AMERICAN CENTURY DIVERSIFIED BOND INST. | 2016-11-17 | 2019-01-08 | $27,370 | $28,464 | -$1,094 | -$1,094 | |
| 704.523 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2016-11-17 | 2019-01-08 | $11,491 | $14,155 | -$2,664 | -$2,664 | |
| 95.358 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2016-11-17 | 2019-01-08 | $4,530 | $5,323 | -$793 | -$793 | |
| 15. JOHNSON & JOHNSON | 2016-06-08 | 2019-01-10 | $1,943 | $1,739 | $204 | $204 | |
| 35. LINDE PUBLIC LIMITED CO | 2017-12-01 | 2019-01-10 | $5,656 | $5,721 | -$65 | -$65 | |
| 25. AMGEN INC | 2018-10-11 | 2019-02-14 | $4,682 | $4,873 | -$191 | -$191 | |
| 40. TARGET CORP | 2018-07-11 | 2019-02-14 | $2,901 | $3,110 | -$209 | -$209 | |
| 181. DODGE & COX INCOME FUND | 2008-07-11 | 2019-02-22 | $2,445 | $2,205 | $240 | $240 | |
| 211. DOUBLELINE TOTAL RETURN BOND FUND CL I | 2012-10-17 | 2019-02-22 | $2,207 | $2,403 | -$196 | -$196 | |
| 3296.399 IVY INTERNATIONAL CORE EQUITY I | 2016-02-16 | 2019-02-22 | $55,742 | $53,854 | $1,888 | $1,888 | |
| 606.865 IVY INTERNATIONAL CORE EQUITY I | 2018-03-27 | 2019-02-22 | $10,262 | $12,022 | -$1,760 | -$1,760 | |
| 1628. NUANCE MID CAP VALUE - I | 2016-11-17 | 2019-02-22 | $19,780 | $18,429 | $1,351 | $1,351 | |
| 10. CHIPOTLE MEXICAN GRILL INC | 2018-03-15 | 2019-04-11 | $7,081 | $3,188 | $3,893 | $3,893 | |
| 9. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-04-11 | $2,119 | $979 | $1,140 | $1,140 | |
| 55. SCHWAB CHARLES CORP | 2018-05-10 | 2019-04-11 | $2,430 | $3,244 | -$814 | -$814 | |
| 10. VISA INC | 2016-09-15 | 2019-04-11 | $1,576 | $821 | $755 | $755 | |
| 35. CLOROX CO | 2018-10-11 | 2019-05-09 | $5,148 | $5,001 | $147 | $147 | |
| 997.896 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-02-22 | 2019-05-28 | $20,078 | $18,970 | $1,108 | $1,108 | |
| 6. FEDEX CORP | 2019-02-14 | 2019-06-12 | $967 | $1,106 | -$139 | -$139 | |
| 22. FEDEX CORP | 2017-12-01 | 2019-06-12 | $3,547 | $4,950 | -$1,403 | -$1,403 | |
| 298. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2019-06-20 | $3,990 | $4,011 | -$21 | -$21 | |
| 5. BOEING CO | 2018-02-15 | 2019-07-11 | $1,792 | $1,776 | $16 | $16 | |
| 10. BOEING CO | 2018-10-11 | 2019-07-11 | $3,584 | $3,607 | -$23 | -$23 | |
| 35. LILLY ELI & COMPANY | 2018-08-08 | 2019-07-11 | $3,831 | $3,589 | $242 | $242 | |
| 5. NVIDIA CORP | 2018-09-13 | 2019-07-11 | $829 | $1,356 | -$527 | -$527 | |
| 25. NVIDIA CORP | 2015-12-01 | 2019-07-11 | $4,144 | $814 | $3,330 | $3,330 | |
| 31. AUTODESK INC | 2019-04-11 | 2019-08-15 | $4,430 | $5,320 | -$890 | -$890 | |
| 95. MORGAN STANLEY DEAN WITTER & CO | 2016-08-24 | 2019-08-15 | $3,708 | $2,939 | $769 | $769 | |
| 10. NETFLIX COM INC | 2018-01-11 | 2019-08-15 | $2,937 | $2,065 | $872 | $872 | |
| 10. INTUITIVE SURGICAL INC | 2019-01-10 | 2019-09-13 | $5,231 | $5,152 | $79 | $79 | |
| 40. STARBUCKS CORP | 2018-12-13 | 2019-09-13 | $3,615 | $2,677 | $938 | $938 | |
| 5. UNITEDHEALTH GROUP INC | 2019-08-15 | 2019-09-13 | $1,169 | $1,222 | -$53 | -$53 | |
| 9. UNITEDHEALTH GROUP INC | 2018-07-11 | 2019-09-13 | $2,104 | $2,295 | -$191 | -$191 | |
| 20. XILINX INC | 2019-07-11 | 2019-09-13 | $2,107 | $2,359 | -$252 | -$252 | |
| CAPITAL GAIN DIVIDENDS | $9,748 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,457 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $775,812 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $733,167 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,185 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $723,158 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,074 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $757,225 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,687 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $763,447 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045435 | DistributionYr5Rt |
| Total Distribution | 0.243103 | TotalDistributionRt |
| Average Distribution | 0.048621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $747,035 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,322 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,104 | 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 | $327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $366 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $366 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | 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 AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | 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 AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,008 | 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 | $723,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $758,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $758,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $747,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $327 | TotalTaxAmt |
| Distributable Before Adj | $37,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,104 | 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 | $38,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $327 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,800 | 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 | $38,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,800 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,304 | 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 | $30,721 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MO AT KANSAS CITY | BusinessNameLine1Txt |
| Business Name Line2 | ATTNKATHY DUNN DIR OF MAJOR GIFTS | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 HOLMES ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $31,800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,800 | 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 | $18,007 | 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 | $20,457 | 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 | $38,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,464 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| MUTUAL FUND TIMING ADJUSTMENT | $39 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $251 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $488 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $241 | $241 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |