MILDRED HUNT RIDDLE CHARITABLE TRUST 98 23S030009: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MILDRED HUNT RIDDLE CHARITABLE TRUST 98 23S030009 (EIN 43-6736674)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202021329349100307
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 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 | 436736674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILDRED HUNT RIDDLE CHARITABLE 101382 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDD | 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 | 2020-04-30 | 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 | 2020-04-30 | 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 | $845,479 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $228,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,056 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $23,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,623 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,651 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,826 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,826 | 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 | $1,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $568 | 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 | $13,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,329 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $687,617 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $649,718 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $806,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $714,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $689,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $845,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $714,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $689,047 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $714,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $689,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $714,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $689,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $714,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $690,499 | SubtotalAmt |
| Other Decreases | $1,452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $689,047 | 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 |
|---|---|---|---|---|---|---|---|
| 2824.085 AMERICAN CENTURY DIVERSIFIED BOND INST. | 2016-12-13 | 2019-01-08 | $29,201 | $30,217 | -$1,016 | -$1,016 | |
| 79.373 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2018-12-14 | 2019-01-08 | $1,295 | $1,310 | -$15 | -$15 | |
| 647.736 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2017-12-14 | 2019-01-08 | $10,565 | $11,831 | -$1,266 | -$1,266 | |
| 37.459 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2018-12-21 | 2019-01-08 | $1,780 | $1,622 | $158 | $158 | |
| 147.593 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2017-12-21 | 2019-01-08 | $7,012 | $8,494 | -$1,482 | -$1,482 | |
| 15. JOHNSON & JOHNSON | 2016-06-08 | 2019-01-10 | $1,943 | $1,739 | $204 | $204 | |
| 27. LINDE PUBLIC LIMITED CO | 2017-12-01 | 2019-01-10 | $4,363 | $4,066 | $297 | $297 | |
| 20. AMGEN INC | 2018-10-11 | 2019-02-14 | $3,746 | $3,898 | -$152 | -$152 | |
| 30. TARGET CORP | 2018-07-11 | 2019-02-14 | $2,176 | $2,333 | -$157 | -$157 | |
| 3550.293 IVY INTERNATIONAL CORE EQUITY I | 2016-10-19 | 2019-02-22 | $60,035 | $59,893 | $142 | $142 | |
| 1487.61 IVY INTERNATIONAL CORE EQUITY I | 2018-12-13 | 2019-02-22 | $25,155 | $28,383 | -$3,228 | -$3,228 | |
| 644. NUANCE MID CAP VALUE - I | 2017-12-21 | 2019-02-22 | $7,825 | $7,551 | $274 | $274 | |
| 7. CHIPOTLE MEXICAN GRILL INC | 2018-03-15 | 2019-04-11 | $4,956 | $2,231 | $2,725 | $2,725 | |
| 5. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-04-11 | $1,177 | $544 | $633 | $633 | |
| 45. SCHWAB CHARLES CORP | 2018-05-10 | 2019-04-11 | $1,988 | $2,654 | -$666 | -$666 | |
| 8. VISA INC | 2016-09-15 | 2019-04-11 | $1,261 | $657 | $604 | $604 | |
| 30. CLOROX CO | 2018-10-11 | 2019-05-09 | $4,413 | $4,287 | $126 | $126 | |
| 18. FEDEX CORP | 2017-12-01 | 2019-06-12 | $2,902 | $4,053 | -$1,151 | -$1,151 | |
| 5. FEDEX CORP | 2019-02-14 | 2019-06-12 | $806 | $921 | -$115 | -$115 | |
| 637. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-09 | 2019-06-20 | $8,529 | $8,682 | -$153 | -$153 | |
| 5. BOEING CO | 2018-10-11 | 2019-07-11 | $1,792 | $1,804 | -$12 | -$12 | |
| 5. BOEING CO | 2018-02-15 | 2019-07-11 | $1,792 | $1,776 | $16 | $16 | |
| 30. LILLY ELI & COMPANY | 2018-08-08 | 2019-07-11 | $3,284 | $3,076 | $208 | $208 | |
| 5. NVIDIA CORP | 2018-09-13 | 2019-07-11 | $829 | $1,356 | -$527 | -$527 | |
| 20. NVIDIA CORP | 2015-12-01 | 2019-07-11 | $3,315 | $644 | $2,671 | $2,671 | |
| 25. AUTODESK INC | 2019-04-11 | 2019-08-15 | $3,572 | $4,290 | -$718 | -$718 | |
| 75. MORGAN STANLEY DEAN WITTER & CO | 2016-08-24 | 2019-08-15 | $2,927 | $2,320 | $607 | $607 | |
| 10. NETFLIX COM INC | 2018-01-11 | 2019-08-15 | $2,937 | $2,065 | $872 | $872 | |
| 8. INTUITIVE SURGICAL INC | 2019-01-10 | 2019-09-13 | $4,185 | $4,122 | $63 | $63 | |
| 30. STARBUCKS CORP | 2018-12-13 | 2019-09-13 | $2,712 | $2,008 | $704 | $704 | |
| 8. UNITEDHEALTH GROUP INC | 2018-07-11 | 2019-09-13 | $1,870 | $2,040 | -$170 | -$170 | |
| 2. UNITEDHEALTH GROUP INC | 2019-08-15 | 2019-09-13 | $467 | $489 | -$22 | -$22 | |
| 15. XILINX INC | 2019-07-11 | 2019-09-13 | $1,580 | $1,769 | -$189 | -$189 | |
| 6. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-10-10 | $1,640 | $633 | $1,007 | $1,007 | |
| 15. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-10-10 | $1,506 | $1,649 | -$143 | -$143 | |
| 30. STARBUCKS CORP | 2018-12-13 | 2019-10-10 | $2,574 | $2,008 | $566 | $566 | |
| 24. XILINX INC | 2019-07-11 | 2019-10-10 | $2,228 | $2,633 | -$405 | -$405 | |
| 15. NEXTERA ENERGY INC | 2016-02-11 | 2019-11-13 | $3,418 | $1,683 | $1,735 | $1,735 | |
| 23. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-11-13 | $2,351 | $2,456 | -$105 | -$105 | |
| CAPITAL GAIN DIVIDENDS | $2,136 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,231 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $811,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047122 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,373 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $798,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04803 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,272 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $748,607 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $781,360 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $778,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040451 | DistributionYr5Rt |
| Total Distribution | 0.220427 | TotalDistributionRt |
| Average Distribution | 0.044085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $795,880 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $172 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,126 | 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 | $172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $580 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $408 | OverpaymentAmt |
| Applied To ES Tax | $180 | AppliedToESTaxAmt |
| Refund | $228 | 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 | 8168601933 | 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 | 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 N A | 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 | $11,651 | 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 | $756,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $808,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $808,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $795,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $172 | TotalTaxAmt |
| Distributable Before Adj | $39,622 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,622 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,622 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,126 | 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 | $40,126 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $172 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,622 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,026 | 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 | $40,126 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,026 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,100 | 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 | $32,522 | 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 | BAKER UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | MELISSA A VAN LEIDEN | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1Txt |
| City | BALDWIN CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660060065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROVIDE SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $33,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,500 | 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 | $19,579 | 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 | $4,056 | 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 | $23,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,635 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE ACTION ADJUSTMENT | $1,084 |
| ROUNDING | $2 |
| MUTUAL FUND TIMING ADJUSTMENT | $366 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $291 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $580 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $412 | $412 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $156 | $156 | $0 |