CLARA L SHUMWAY CHAR TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CLARA L SHUMWAY CHAR TR (EIN 43-6743873)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-20
- IRS object ID
- 202030209349100153
- 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 | 436743873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARA SHUMWAY CHAR TRUST 103736 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | 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 | $4,589,788 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $101,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,328 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,048,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,328 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $221,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,257 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,909 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,454 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,454 | 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 | $11,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,045 | 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 | $58,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $331,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,372 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,739,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,739,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,300,416 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,071,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,028,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,589,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,071,215 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,028,560 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,071,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,028,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,071,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,028,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,071,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,028,562 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,028,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (103 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 45. ADOBE SYSTEMS INC | 2017-02-09 | 2018-10-11 | $10,812 | $5,243 | $5,569 | $5,569 | |
| 35. COSTAR GROUP INC | 2017-09-14 | 2018-10-11 | $13,171 | $9,622 | $3,549 | $3,549 | |
| 217. LAUDER ESTEE COMPANIES INC CLASS A | 2018-06-14 | 2018-10-11 | $27,927 | $33,410 | -$5,483 | -$5,483 | |
| 305. PRICE T ROWE GROUP INC | 2017-10-12 | 2018-10-11 | $30,228 | $28,854 | $1,374 | $1,374 | |
| 115. RED HAT INC | 2018-06-14 | 2018-10-11 | $13,564 | $20,249 | -$6,685 | -$6,685 | |
| 22. GARRETT MOTION INC. | 2016-03-10 | 2018-10-12 | $337 | $238 | $99 | $99 | |
| 1125.793 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2018-10-15 | $130 | $133 | -$3 | -$3 | |
| 687.0588 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2018-10-15 | $53 | $55 | -$2 | -$2 | |
| 436.4608 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2018-10-15 | $31 | $32 | -$1 | -$1 | |
| 694.657 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2018-10-22 | $56 | $58 | -$2 | -$2 | |
| .667 RESIDEO TECHNOLOGIES INC. | 2016-03-10 | 2018-10-29 | $17 | $13 | $4 | $4 | |
| 215. PRAXAIR INC | 2017-12-01 | 2018-10-31 | $35,142 | $32,316 | $2,826 | $2,826 | |
| 1053.589 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2018-11-15 | $72 | $74 | -$2 | -$2 | |
| 633.5694 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2018-11-15 | $53 | $55 | -$2 | -$2 | |
| 404.9972 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2018-11-15 | $31 | $32 | -$1 | -$1 | |
| 115. FACEBOOK INC - A SHS | 2016-02-19 | 2018-11-19 | $15,297 | $11,328 | $3,969 | $3,969 | |
| 145. J P MORGAN CHASE & CO | 2016-10-26 | 2018-11-19 | $16,054 | $9,493 | $6,561 | $6,561 | |
| 165. RAYTHEON CO | 2016-02-19 | 2018-11-19 | $29,142 | $20,413 | $8,729 | $8,729 | |
| 36. RESIDEO TECHNOLOGIES INC. | 2016-03-10 | 2018-11-19 | $708 | $645 | $63 | $63 | |
| 639.1475 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2018-11-20 | $56 | $57 | -$1 | -$1 | |
| 50000. AFLAC INC DTD 3/12/2015 2.400% 3/16/2020 | 2016-01-28 | 2018-11-30 | $50,000 | $50,230 | -$230 | -$230 | |
| 220. CATERPILLAR INC | 2017-10-12 | 2018-12-13 | $27,644 | $24,115 | $3,529 | $3,529 | |
| 265. CITIGROUP INC | 2017-10-12 | 2018-12-13 | $14,716 | $19,228 | -$4,512 | -$4,512 | |
| 125. CITIGROUP INC | 2018-03-15 | 2018-12-13 | $6,941 | $9,178 | -$2,237 | -$2,237 | |
| 30. COSTAR GROUP INC | 2017-09-14 | 2018-12-13 | $10,928 | $8,248 | $2,680 | $2,680 | |
| 190. PROCTER & GAMBLE CO | 2018-10-11 | 2018-12-13 | $18,316 | $15,072 | $3,244 | $3,244 | |
| 230. PROCTER & GAMBLE CO | 2016-01-28 | 2018-12-13 | $22,172 | $18,387 | $3,785 | $3,785 | |
| 981.054 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2018-12-17 | $73 | $74 | -$1 | -$1 | |
| 579.8358 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2018-12-17 | $54 | $55 | -$1 | -$1 | |
| 373.3888 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2018-12-17 | $32 | $32 | |||
| 582.794 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2018-12-20 | $56 | $58 | -$2 | -$2 | |
| 4264.578 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2016-11-17 | 2019-01-09 | $70,110 | $81,070 | -$10,960 | -$10,960 | |
| 741.702 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2016-11-17 | 2019-01-09 | $35,602 | $43,356 | -$7,754 | -$7,754 | |
| 100. JOHNSON & JOHNSON | 2016-06-08 | 2019-01-10 | $12,955 | $11,593 | $1,362 | $1,362 | |
| 215. LINDE PUBLIC LIMITED CO | 2017-12-01 | 2019-01-10 | $34,745 | $35,142 | -$397 | -$397 | |
| 908.465 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-01-15 | $73 | $74 | -$1 | -$1 | |
| 525.8538 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-01-15 | $54 | $55 | -$1 | -$1 | |
| 341.636 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-01-15 | $32 | $33 | -$1 | -$1 | |
| 526.7855 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-01-22 | $56 | $57 | -$1 | -$1 | |
| 50000. BB&T CORPORATION DTD 2/4/2014 2.250% SER MTN 2/1/2019 | 2016-01-28 | 2019-02-01 | $50,000 | $50,000 | |||
| 165. AMGEN INC | 2018-10-11 | 2019-02-14 | $30,904 | $32,161 | -$1,257 | -$1,257 | |
| 240. TARGET CORP | 2018-07-11 | 2019-02-14 | $17,407 | $18,661 | -$1,254 | -$1,254 | |
| 822.499 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-02-15 | $86 | $88 | -$2 | -$2 | |
| 249.5676 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-02-15 | $276 | $284 | -$8 | -$8 | |
| 309.7376 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-02-15 | $32 | $33 | -$1 | -$1 | |
| 470.157 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-02-20 | $57 | $58 | -$1 | -$1 | |
| 8919.8 IVY INTERNATIONAL CORE EQUITY I | 2018-03-26 | 2019-02-22 | $150,834 | $178,396 | -$27,562 | -$27,562 | |
| 24736.122 IVY INTERNATIONAL CORE EQUITY I | 2016-02-16 | 2019-02-22 | $418,288 | $404,086 | $14,202 | $14,202 | |
| 9301. NUANCE MID CAP VALUE - I | 2016-11-17 | 2019-02-22 | $113,007 | $105,287 | $7,720 | $7,720 | |
| 747.743 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-03-15 | $75 | $76 | -$1 | -$1 | |
| 221.7546 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-03-15 | $28 | $29 | -$1 | -$1 | |
| 277.6928 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-03-15 | $32 | $33 | -$1 | -$1 | |
| 413.6455 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-03-20 | $57 | $58 | -$1 | -$1 | |
| 50000. FEDERAL HOME LOAN MORTGAGE CORP DTD 3/27/2009 3.750% 3/27/2019 | 2016-01-27 | 2019-03-27 | $50,000 | $50,000 | |||
| 50. CHIPOTLE MEXICAN GRILL INC | 2018-03-15 | 2019-04-11 | $35,403 | $15,939 | $19,464 | $19,464 | |
| 43. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-04-11 | $10,124 | $4,676 | $5,448 | $5,448 | |
| 340. SCHWAB CHARLES CORP | 2018-05-10 | 2019-04-11 | $15,023 | $20,056 | -$5,033 | -$5,033 | |
| 59. VISA INC | 2016-09-15 | 2019-04-11 | $9,297 | $4,843 | $4,454 | $4,454 | |
| 674.144 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-04-15 | $74 | $75 | -$1 | -$1 | |
| 193.8138 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-04-15 | $28 | $29 | -$1 | -$1 | |
| 245.5012 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-04-15 | $32 | $33 | -$1 | -$1 | |
| 356.882 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-04-22 | $57 | $58 | -$1 | -$1 | |
| 215. CLOROX CO | 2018-10-11 | 2019-05-09 | $31,626 | $30,723 | $903 | $903 | |
| 600.079 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-05-15 | $74 | $76 | -$2 | -$2 | |
| 165.7452 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-05-15 | $28 | $29 | -$1 | -$1 | |
| 213.1624 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-05-15 | $32 | $33 | -$1 | -$1 | |
| 299.8655 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-05-20 | $57 | $58 | -$1 | -$1 | |
| 7202.999 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-02-22 | 2019-05-28 | $144,924 | $136,929 | $7,995 | $7,995 | |
| 40. FEDEX CORP | 2019-02-14 | 2019-06-12 | $6,449 | $7,372 | -$923 | -$923 | |
| 130. FEDEX CORP | 2017-12-01 | 2019-06-12 | $20,960 | $28,972 | -$8,012 | -$8,012 | |
| 518.883 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-06-17 | $81 | $83 | -$2 | -$2 | |
| 60.3198 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-06-17 | $105 | $108 | -$3 | -$3 | |
| 180.6752 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-06-17 | $32 | $33 | -$1 | -$1 | |
| 50000. HOME DEPOT INC DTD 6/12/2014 2.000% 6/15/2019 | 2016-01-28 | 2019-06-17 | $50,000 | $50,000 | |||
| 2872. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2019-06-19 | $38,025 | $38,657 | -$632 | -$632 | |
| 242.567 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-06-20 | $57 | $59 | -$2 | -$2 | |
| 50000. AMERIPRISE FINANCIAL INC DTD 6/8/2009 7.300% 6/28/2019 | 2016-01-28 | 2019-06-28 | $50,000 | $50,000 | |||
| 40. BOEING CO | 2018-10-11 | 2019-07-11 | $14,337 | $14,429 | -$92 | -$92 | |
| 45. BOEING CO | 2018-02-15 | 2019-07-11 | $16,129 | $15,983 | $146 | $146 | |
| 225. LILLY ELI & COMPANY | 2018-08-08 | 2019-07-11 | $24,631 | $23,070 | $1,561 | $1,561 | |
| 50. NVIDIA CORP | 2018-09-13 | 2019-07-11 | $8,289 | $13,559 | -$5,270 | -$5,270 | |
| 135. NVIDIA CORP | 2016-02-19 | 2019-07-11 | $22,379 | $4,098 | $18,281 | $18,281 | |
| 444.805 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-07-15 | $74 | $76 | -$2 | -$2 | |
| 47.3058 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-07-15 | $13 | $13 | |||
| 148.0388 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-07-15 | $33 | $34 | -$1 | -$1 | |
| 185.0395 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-07-22 | $58 | $59 | -$1 | -$1 | |
| 188. AUTODESK INC | 2019-04-11 | 2019-08-15 | $26,865 | $32,260 | -$5,395 | -$5,395 | |
| 370.388 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-08-15 | $74 | $76 | -$2 | -$2 | |
| 34.2318 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-08-15 | $13 | $13 | |||
| 115.2532 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-08-15 | $33 | $34 | -$1 | -$1 | |
| 560. MORGAN STANLEY DEAN WITTER & CO | 2016-08-24 | 2019-08-15 | $21,856 | $17,325 | $4,531 | $4,531 | |
| 70. NETFLIX COM INC | 2018-01-11 | 2019-08-15 | $20,558 | $14,350 | $6,208 | $6,208 | |
| 127.256 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-08-20 | $58 | $59 | -$1 | -$1 | |
| 55. INTUITIVE SURGICAL INC | 2019-01-10 | 2019-09-13 | $28,772 | $28,319 | $453 | $453 | |
| 235. STARBUCKS CORP | 2018-12-13 | 2019-09-13 | $21,240 | $15,730 | $5,510 | $5,510 | |
| 17. UNITEDHEALTH GROUP INC | 2019-08-15 | 2019-09-13 | $3,974 | $4,154 | -$180 | -$180 | |
| 48. UNITEDHEALTH GROUP INC | 2018-07-11 | 2019-09-13 | $11,219 | $12,242 | -$1,023 | -$1,023 | |
| 130. XILINX INC | 2019-07-11 | 2019-09-13 | $13,694 | $15,335 | -$1,641 | -$1,641 | |
| 295.63 GOVT NATIONAL MTG ASSN DTD 3/1/2005 5.0000% 3/15/2020 | 2005-04-27 | 2019-09-16 | $75 | $76 | -$1 | -$1 | |
| 21.0984 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-09-16 | $13 | $13 | |||
| 82.3172 GOVT NATIONAL MTG ASSN DTD 12/1/2004 5.0000% 12/15/2019 | 2004-12-28 | 2019-09-16 | $33 | $34 | -$1 | -$1 | |
| 69.2145 GOVT NATIONAL MTG ASSN II DTD 12/1/2004 5.0000% 12/20/2019 | 2004-12-23 | 2019-09-20 | $58 | $59 | -$1 | -$1 | |
| CAPITAL GAIN DIVIDENDS | $72,707 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,328 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $215,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,718,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045731 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,386 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,317,582 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $217,902 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,168,685 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052271 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,389,273 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,237 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,337,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044092 | DistributionYr5Rt |
| Total Distribution | 0.237491 | TotalDistributionRt |
| Average Distribution | 0.047498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,483,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,971 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $214,919 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $229,734 | 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 | $1,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,948 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $1,948 | AppliedToESTaxAmt |
| Refund | $52 | 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 | 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 | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $46,909 | 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 | $4,184,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $368,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,552,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,552,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,483,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,948 | TotalTaxAmt |
| Distributable Before Adj | $222,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,734 | 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 | $229,734 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,948 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,786 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $205,479 | 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 | $229,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $205,479 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,255 | 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 | $197,986 | 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 (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF GREATER KS CHAPTER | ||||||||
| ATTN TRUST AND ESTATES OFFICE OF THE | 2025 E ST NW 9062C | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT OF CHARITABLE | $20,548 |
| UNIVERSITY OF KANSAS MEDICAL SCHOOL | ||||||||
| % THERESA KLINKENBURG D | 230 STONG HALL | LAWRENCE | KS | 660451752 | NONE | PC | SUPPORT OF CHARITABLE | $20,548 |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| ATTN MONICA J DOTY ACCOUNTING | 2401 GILLHAM RD | KANSAS CITY | MO | 641084698 | NONE | PC | SUPPORT OF CHARITABLE | $41,096 |
| AMERICAN PARKINSON DISEASE ASSOC | ||||||||
| ATTN JOEL GERSTEL EXECUTIVE DIR | 135 PARKINSON AVE | STATEN ISLAND | NY | 103051943 | NONE | PC | SUPPORT OF CHARITABLE | $20,548 |
| UMKC SCHOOL OF MEDICINE | ||||||||
| MICHAEL L FRIEDLAND MD DEAN | 5100 ROCKHILL RD | KANSAS CITY | MO | 641102499 | NONE | PC | TO BE USED BY ITS MEDICAL | $20,548 |
| HEARTSPRING | ||||||||
| KARIN DOBBIN DIRECTOR OF MAJOR GIFTS | 8700 E 29TH ST N | WICHITA | KS | 672262169 | NONE | PC | SUPPORT OF CHARITABLE | $20,548 |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | SUPPORT OF CHARITABLE | $20,548 | |
| HEART OF AMERICA COUNCIL OF BOY SCOUTS | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314200 | NONE | PC | SUPPORT OF CHARITABLE | $20,548 | |
| THE SALVATION ARMY | ||||||||
| ATTN LEGAL DEPARTMENT | 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | TO BE USED BY KANSAS CITY | $20,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,480 | 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 | $101,422 | 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 | $120,328 | 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 | $221,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,750 | 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 | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,905 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $5,264 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,968 | $1,968 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $77 | $77 | $0 |