RUTH E WARD PERM ENDOWMENT TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUTH E WARD PERM ENDOWMENT TR (EIN 43-6771065)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-04-01
- IRS object ID
- 202020929349100812
- 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 | 2020-04-01T21:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436771065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH E WARD ENDOWMENT TRUST 100245 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | 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 | 2020-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2020-02-28 | 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 | $2,466,064 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $757,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,365 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $81,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,324 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,477 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,239 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,239 | 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 | $6,731 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,490 | 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 | $36,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,663 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,481 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,929,789 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,957,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,412,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,071,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,011,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,466,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,071,361 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,011,118 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,071,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,011,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,071,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,011,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,071,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,175 | OtherIncreasesAmt |
| Subtotal | $2,013,189 | SubtotalAmt |
| Other Decreases | $2,071 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,011,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 95. CATERPILLAR INC | 2017-10-12 | 2018-12-13 | $11,937 | $10,367 | $1,570 | $1,570 | |
| 55. CITIGROUP INC | 2018-03-15 | 2018-12-13 | $3,054 | $4,038 | -$984 | -$984 | |
| 105. CITIGROUP INC | 2017-10-12 | 2018-12-13 | $5,831 | $7,619 | -$1,788 | -$1,788 | |
| 15. COSTAR GROUP INC | 2017-09-14 | 2018-12-13 | $5,464 | $4,124 | $1,340 | $1,340 | |
| 95. PROCTER & GAMBLE CO | 2016-01-28 | 2018-12-13 | $9,158 | $7,595 | $1,563 | $1,563 | |
| 80. PROCTER & GAMBLE CO | 2018-10-11 | 2018-12-13 | $7,712 | $6,346 | $1,366 | $1,366 | |
| 160. ISHARES INTERMEDIATE-TERM CORP BOND ETF | 2018-03-28 | 2018-12-21 | $8,333 | $8,569 | -$236 | -$236 | |
| 32. ISHARES INTERMEDIATE-TERM CORP BOND ETF | 2017-02-06 | 2018-12-21 | $1,667 | $1,741 | -$74 | -$74 | |
| 115.495 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2018-12-14 | 2019-01-09 | $1,899 | $1,906 | -$7 | -$7 | |
| 942.508 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2017-12-14 | 2019-01-09 | $15,495 | $17,406 | -$1,911 | -$1,911 | |
| 290.249 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2017-12-21 | 2019-01-09 | $13,932 | $16,584 | -$2,652 | -$2,652 | |
| 73.666 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2018-12-21 | 2019-01-09 | $3,536 | $3,190 | $346 | $346 | |
| 40. JOHNSON & JOHNSON | 2016-06-08 | 2019-01-10 | $5,182 | $4,637 | $545 | $545 | |
| 90. LINDE PUBLIC LIMITED CO | 2017-12-01 | 2019-01-10 | $14,544 | $14,711 | -$167 | -$167 | |
| 70. AMGEN INC | 2018-10-11 | 2019-02-14 | $13,111 | $13,644 | -$533 | -$533 | |
| 105. TARGET CORP | 2018-07-11 | 2019-02-14 | $7,615 | $8,164 | -$549 | -$549 | |
| 5741.153 IVY INTERNATIONAL CORE EQUITY I | 2018-12-13 | 2019-02-22 | $97,083 | $110,692 | -$13,609 | -$13,609 | |
| 12398.556 IVY INTERNATIONAL CORE EQUITY I | 2016-10-25 | 2019-02-22 | $209,660 | $200,468 | $9,192 | $9,192 | |
| 2637. NUANCE MID CAP VALUE - I | 2017-12-21 | 2019-02-22 | $32,040 | $30,584 | $1,456 | $1,456 | |
| 20. CHIPOTLE MEXICAN GRILL INC | 2018-03-15 | 2019-04-11 | $14,161 | $6,376 | $7,785 | $7,785 | |
| 17. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-04-11 | $4,002 | $1,849 | $2,153 | $2,153 | |
| 145. SCHWAB CHARLES CORP | 2018-05-10 | 2019-04-11 | $6,407 | $8,553 | -$2,146 | -$2,146 | |
| 25. VISA INC | 2016-09-15 | 2019-04-11 | $3,939 | $2,052 | $1,887 | $1,887 | |
| 90. CLOROX CO | 2018-10-11 | 2019-05-09 | $13,239 | $12,861 | $378 | $378 | |
| 1008.732 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-02-22 | 2019-05-28 | $20,296 | $19,176 | $1,120 | $1,120 | |
| 15. FEDEX CORP | 2019-02-14 | 2019-06-12 | $2,419 | $2,764 | -$345 | -$345 | |
| 55. FEDEX CORP | 2017-12-01 | 2019-06-12 | $8,868 | $12,309 | -$3,441 | -$3,441 | |
| 1894. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2018-03-26 | 2019-06-19 | $25,077 | $26,492 | -$1,415 | -$1,415 | |
| 15. BOEING CO | 2018-10-11 | 2019-07-11 | $5,376 | $5,411 | -$35 | -$35 | |
| 20. BOEING CO | 2018-02-15 | 2019-07-11 | $7,169 | $7,104 | $65 | $65 | |
| 95. LILLY ELI & COMPANY | 2018-08-08 | 2019-07-11 | $10,400 | $9,741 | $659 | $659 | |
| 15. NVIDIA CORP | 2018-09-13 | 2019-07-11 | $2,487 | $4,068 | -$1,581 | -$1,581 | |
| 60. NVIDIA CORP | 2015-12-01 | 2019-07-11 | $9,946 | $1,952 | $7,994 | $7,994 | |
| 25000. UNITED STATES TREASURY NOTES DTD 4/30/2015 1.750% 4/30/2022 | 2017-04-27 | 2019-07-11 | $24,939 | $24,896 | $43 | $43 | |
| 78. AUTODESK INC | 2019-04-11 | 2019-08-15 | $11,146 | $13,385 | -$2,239 | -$2,239 | |
| 235. MORGAN STANLEY DEAN WITTER & CO | 2016-08-24 | 2019-08-15 | $9,172 | $7,270 | $1,902 | $1,902 | |
| 30. NETFLIX COM INC | 2018-01-11 | 2019-08-15 | $8,811 | $6,196 | $2,615 | $2,615 | |
| 25. INTUITIVE SURGICAL INC | 2019-01-10 | 2019-09-13 | $13,078 | $12,898 | $180 | $180 | |
| 100. STARBUCKS CORP | 2018-12-13 | 2019-09-13 | $9,038 | $6,694 | $2,344 | $2,344 | |
| 8. UNITEDHEALTH GROUP INC | 2019-08-15 | 2019-09-13 | $1,870 | $1,955 | -$85 | -$85 | |
| 22. UNITEDHEALTH GROUP INC | 2018-07-11 | 2019-09-13 | $5,142 | $5,611 | -$469 | -$469 | |
| 55. XILINX INC | 2019-07-11 | 2019-09-13 | $5,793 | $6,488 | -$695 | -$695 | |
| 20. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-10-10 | $5,467 | $2,040 | $3,427 | $3,427 | |
| 50. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-10-10 | $5,019 | $5,496 | -$477 | -$477 | |
| 90. STARBUCKS CORP | 2018-12-13 | 2019-10-10 | $7,723 | $6,024 | $1,699 | $1,699 | |
| 67. XILINX INC | 2019-07-11 | 2019-10-10 | $6,219 | $7,290 | -$1,071 | -$1,071 | |
| 10000. FMC CORP DTD 11/30/2009 5.200% 12/15/2019 | 2018-03-12 | 2019-11-08 | $10,034 | $10,020 | $14 | $14 | |
| 45. NEXTERA ENERGY INC | 2016-02-11 | 2019-11-13 | $10,255 | $5,048 | $5,207 | $5,207 | |
| 70. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-11-13 | $7,154 | $7,461 | -$307 | -$307 | |
| CAPITAL GAIN DIVIDENDS | $15,331 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,902 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,473,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046861 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,657 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,343,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046356 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,399 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,184,819 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051903 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,322,057 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,763 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,295,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039974 | DistributionYr5Rt |
| Total Distribution | 0.237333 | TotalDistributionRt |
| Average Distribution | 0.047467 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,368,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,075 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $119,702 | 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 | $656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,568 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,912 | OverpaymentAmt |
| Applied To ES Tax | $328 | AppliedToESTaxAmt |
| Refund | $2,584 | 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 | 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 N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,477 | 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 | $2,251,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,404,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,404,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,368,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $656 | TotalTaxAmt |
| Distributable Before Adj | $117,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,702 | 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 | $119,702 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $104,662 | 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 | $119,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $104,662 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,040 | 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 | $102,722 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||||
| 122 N 8TH ST | SALINA | KS | 674012687 | NONE | PC | SCHOLARSHIPS FOR NEEDY | $34,887 |
| SALINA REGIONAL HEALTH FOUNDATION | |||||||
| PO BOX 5080 | SALINA | KS | 674025080 | NONE | PC | PROGRAM SUPPORT | $17,444 |
| KANSAS WESLEYAN UNIVERSITY | |||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | PROGRAM SUPPORT | $17,444 |
| EMBERHOPE YOUTHVILLE | |||||||
| 900 W BROADWAY | NEWTON | KS | 67114 | NONE | PC | PROGRAM SUPPORT | $17,444 |
| SALINA PRESBYTERIAN MANOR ENDOWMENT FUND | |||||||
| 2601 E CRAWFORD ST | SALINA | KS | 67401 | NONE | SO I | BENEFIT OF SALINA | $17,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,663 | 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 | $45,959 | 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 | $35,365 | 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 | $81,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,324 | 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 | CORPORATE ACTION TRANSFER TO INCOME | Desc |
| Amt | $2,071 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| SALES BASIS ADJUSTMENT | $1,173 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,673 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,568 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,128 | $1,128 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $362 | $362 | $0 |