ARVIN GOTTLIEB CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ARVIN GOTTLIEB CHARITABLE FOUNDATION (EIN 43-6380792)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349101210
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- Other Decreases Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:00:24-06:00 | 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 | 436380792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARVIN GOTTLIEB CHARITABLE FOUNDATION 100156 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | 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 | 2020-11-11 | 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 | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.84.129.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 16F1F2F62F6F2B68A56495BBD1C30CCE505DB70D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0209C8D4C175EC85BE6FD1F7119802BA15013AC2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,339,951 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $832,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $803,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $405,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,563,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,970 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $158,127 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $210,569 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,396,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,419,955 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $312,339 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $234,254 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,085 | 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 Rev And Expnss | $1,960 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $490 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,470 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,823 | 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 |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $369,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,743,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,743,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,113,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,824,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$716,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,166,583 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,044 | CashBOYAmt |
| Cash EOY | $6,044 | CashEOYAmt |
| Cash EOYFMV | $6,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,406,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,207,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,207,157 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $26,036,636 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,509,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,614,393 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,530,983 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,530,983 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,512,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,980,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,253,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,339,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,980,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,253,834 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,980,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,253,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,980,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,253,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,980,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$716,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,263,484 | SubtotalAmt |
| Other Decreases | $9,650 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,253,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 272.736 GOVT NATIONAL MTG ASSN DTD 5/1/2004 5.0000% 6/15/2019 | 2006-03-29 | 2019-01-15 | $223 | $221 | $2 | $2 | |
| 160000. TRANS-CANADA PIPELINES DTD 1/9/2009 7.125% 1/15/2019 | 2015-12-10 | 2019-01-15 | $160,000 | $160,000 | |||
| 2426.862 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-01-22 | $264 | $265 | -$1 | -$1 | |
| 150000. AMPHENOL CORP NEW DTD 1/30/2014 2.550% 1/30/2019 | 2015-06-25 | 2019-01-30 | $150,000 | $150,000 | |||
| 9407.212 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2015-04-09 | 2019-01-31 | $472,336 | $552,486 | -$80,150 | -$80,150 | |
| 105.849 GOVT NATIONAL MTG ASSN DTD 5/1/2004 5.0000% 6/15/2019 | 2006-03-29 | 2019-02-15 | $167 | $165 | $2 | $2 | |
| 2164.533 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-02-20 | $262 | $264 | -$2 | -$2 | |
| 160000. CBS CORPORATION DTD 8/19/2014 2.300% 8/15/2019 | 2015-11-02 | 2019-03-07 | $160,000 | $159,118 | $882 | $882 | |
| 300000. GOVT NATIONAL MTG ASSN DTD 5/1/2004 5.0000% 6/15/2019 | 2006-03-29 | 2019-03-15 | $106 | $105 | $1 | $1 | |
| 1887.6 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-03-20 | $277 | $279 | -$2 | -$2 | |
| .667 DOW INC | 2014-09-25 | 2019-04-02 | $38 | $31 | $7 | $7 | |
| 127742.676 AQR MULTI-STRATEGY ALT FD CL - I | 2016-03-02 | 2019-04-09 | $977,231 | $1,255,249 | -$278,018 | -$278,018 | |
| 2000. CITIGROUP INC | 2017-10-13 | 2019-04-09 | $130,639 | $144,518 | -$13,879 | -$13,879 | |
| 1576.14 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-04-22 | $311 | $313 | -$2 | -$2 | |
| 175000. UNITED STATES TREASURY NOTES DTD 8/15/2014 2.375% 8/15/2024 | 2015-05-29 | 2019-04-24 | $175,342 | $177,442 | -$2,100 | -$2,100 | |
| 1347.924 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-05-20 | $228 | $230 | -$2 | -$2 | |
| .666 DUPONT DE NEMOURS INC | 2014-09-25 | 2019-06-03 | $49 | $67 | -$18 | -$18 | |
| .667 CORTEVA INC | 2014-09-25 | 2019-06-04 | $17 | $8 | $9 | $9 | |
| 175000. MORGAN STANLEY DTD 1/27/2015 2.650% 1/27/2020 | 2017-02-15 | 2019-06-19 | $175,088 | $175,309 | -$221 | -$221 | |
| 150000. STARBUCKS CORP DTD 2/4/2016 2.100% 2/4/2021 | 2016-04-26 | 2019-06-19 | $149,151 | $150,933 | -$1,782 | -$1,782 | |
| 1157.808 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-06-20 | $190 | $191 | -$1 | -$1 | |
| 250000. BB&T CORPORATION DTD 12/8/2014 2.450% SER MTN 1/15/2020 | 2015-06-25 | 2019-06-26 | $249,950 | $249,625 | $325 | $325 | |
| 460. APPLE COMPUTER INC | 2017-10-13 | 2019-07-11 | $93,622 | $72,206 | $21,416 | $21,416 | |
| 1666. DOW INC | 2016-04-21 | 2019-07-11 | $79,072 | $75,249 | $3,823 | $3,823 | |
| 1666. DUPONT DE NEMOURS INC | 2016-04-21 | 2019-07-11 | $115,573 | $164,289 | -$48,716 | -$48,716 | |
| 725. MICROSOFT CORP | 2000-04-14 | 2019-07-11 | $100,381 | $27,595 | $72,786 | $72,786 | |
| 1666. CORTEVA INC | 2016-04-21 | 2019-07-12 | $45,728 | $19,906 | $25,822 | $25,822 | |
| 939.138 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-07-22 | $219 | $220 | -$1 | -$1 | |
| 600. COSTCO WHOLESALE CORP | 2016-10-14 | 2019-07-24 | $167,687 | $90,337 | $77,350 | $77,350 | |
| 750. FEDEX CORP | 2018-10-17 | 2019-07-24 | $132,312 | $168,689 | -$36,377 | -$36,377 | |
| 3500. HALLIBURTON CO | 2018-06-13 | 2019-07-24 | $82,494 | $167,454 | -$84,960 | -$84,960 | |
| 1000. NIKE INC CLASS B | 2016-10-14 | 2019-07-24 | $86,426 | $52,050 | $34,376 | $34,376 | |
| 1400. ORACLE CORPORATION | 1998-06-03 | 2019-07-24 | $80,745 | $5,742 | $75,003 | $75,003 | |
| 785.304 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-08-20 | $154 | $155 | -$1 | -$1 | |
| 637.95 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-09-20 | $147 | $148 | -$1 | -$1 | |
| 522.072 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-10-21 | $116 | $117 | -$1 | -$1 | |
| 75000. FMC CORP DTD 11/30/2009 5.200% 12/15/2019 | 2016-12-15 | 2019-11-08 | $75,254 | $75,211 | $43 | $43 | |
| 418.893 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-11-20 | $103 | $104 | -$1 | -$1 | |
| 1700. CELGENE CORP | 2012-05-21 | 2019-11-26 | $183,651 | $58,905 | $124,746 | $124,746 | |
| 2500. ABBVIE INC | 2018-06-13 | 2019-11-27 | $221,088 | $234,687 | -$13,599 | -$13,599 | |
| 1100. BRISTOL-MYERS SQUIBB CO | 2017-03-23 | 2019-11-27 | $63,408 | $61,778 | $1,630 | $1,630 | |
| 750. FEDEX CORP | 2018-10-17 | 2019-11-27 | $120,366 | $192,030 | -$71,664 | -$71,664 | |
| 500. HOME DEPOT INC | 2015-10-07 | 2019-11-27 | $110,955 | $52,457 | $58,498 | $58,498 | |
| 1000. JOHNSON & JOHNSON | 2000-03-14 | 2019-11-27 | $137,318 | $36,675 | $100,643 | $100,643 | |
| 2500. MORGAN STANLEY DEAN WITTER & CO | 2018-06-13 | 2019-11-27 | $123,860 | $119,433 | $4,427 | $4,427 | |
| 2500. ORACLE CORPORATION | 1998-06-03 | 2019-11-27 | $141,070 | $10,104 | $130,966 | $130,966 | |
| 1000. STARBUCKS CORP | 2012-08-01 | 2019-11-27 | $85,568 | $22,325 | $63,243 | $63,243 | |
| 700. 3M CO | 1999-04-07 | 2019-11-27 | $118,738 | $20,709 | $98,029 | $98,029 | |
| 250000. JP MORGAN CHASE & CO DTD 1/25/2013 3.200% 1/25/2023 | 2015-04-14 | 2019-12-12 | $257,328 | $252,508 | $4,820 | $4,820 | |
| 338.082 GOVT NATIONAL MTG ASSN DTD 3/1/2006 5.5000% 12/20/2020 | 2006-03-28 | 2019-12-20 | $81 | $81 | |||
| CAPITAL GAIN DIVIDENDS | $138,620 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,970 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,660,994 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,500,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,819,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,661,198 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,654,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,454,054 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048017 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,759,984 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,966,172 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,881,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,786,765 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051134 | DistributionYr5Rt |
| Total Distribution | 0.242017 | TotalDistributionRt |
| Average Distribution | 0.048403 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,370,709 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,808,854 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,820,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,824,141 | 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 | $11,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,712 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,712 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,046 | OverpaymentAmt |
| Applied To ES Tax | $11,670 | AppliedToESTaxAmt |
| Refund | $376 | 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 | 8168601933 | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 2 | $211,825 |
| PETER BROWN LATHROP AND GAGE | ||||||
| 2345 GRAND BLVD SUITE 2800 | KANSAS CITY | MO | 64108 | CO-TRUSTEE | 2 | $50,257 |
| BARTON J COHEN | ||||||
| 9010 SHAWNEE MISSION PARKWAY | MISSION | KS | 662022820 | CO-TRUSTEE | 2 | $50,257 |
| 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 | $33,109,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,317,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,512,357 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,939,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,939,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $569,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,370,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,868,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,868,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,666 | TotalTaxAmt |
| Distributable Before Adj | $1,856,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,856,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,856,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,824,141 | 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 | $1,824,141 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,666 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,812,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,856,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,824,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,824,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $32,728 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,728 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,874 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,022 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,441 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $35,411 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN STROKE FOUNDATION | ||||||||
| 10540 MARTY 200 | OVERLAND | KS | 66212 | NONE | PC | NEXT STEP PROGRAM | $5,000 | |
| VILLAGE SHALOM | ||||||||
| 7801 HOLMES | KANSAS CITY | MO | 64131 | NONE | PC | CAPITAL CAMPAIGN | $30,000 | |
| NATURE CONSERVANCY-KANSAS CHAPTER | ||||||||
| 2420 NW BUTTON RD | TOPEKA | KS | 66618 | NONE | PC | COMMUNITY CONVERSATION IN | $10,000 | ATTN KELLY BLANDFORD |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE SUITE 300 | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 | ATTN ALEX BURDEN |
| STANFORD UNIV SCHOOL OF MEDICINE | ||||||||
| ROOM 293 300 PASTEUR DR | STANFORD | CA | 94305 | NONE | PC | CARDIOVASCULAR RESEARCH | $150,000 | ATTN JOHN SPEER SCHROEDER |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEY CAMP | $10,000 | ATTN MELANIE MILLER |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | POF | GENERAL OPERATING FUNDS | $50,000 | SEAN O'HARROW EXECUTIVE DIRECTOR |
| UNION STATION KANSAS CITY | ||||||||
| 30 W PERSHING RD SUITE 850 | KANSAS CITY | MO | 641082422 | NONE | PC | CAPITAL EXPANSION | $80,000 | ATTN GEORGE M GUASTELLO |
| METROPOLITAN ORGANIZATION | ||||||||
| 3217 BROADWAY STE 500 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | TO COUNTER SEXUAL ASSLT |
| FRIENDS OF THE KANSAS CITY ZOO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| TEMPLE CONGREGATION B'NAIL JEHUDAH | ||||||||
| 12320 NALL AVE | OVERLAND PARK | KS | 66209 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | ATTN BART COHEN |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64109 | NONE | PC | ONLINE EDUCATION PROGRAMS | $15,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 301402 | HOUSTON | TX | 772301402 | NONE | PC | CHRONIC LYMPHOCYTIC | $50,000 | ATTN MICHAEL J KEATING |
| KANSAS CITY REPERTORY THEATRE | ||||||||
| 4825 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | SEASON SUPPORT | $15,000 | ATTN ANGELA LEE GIERAS |
| NELSON GALLERY FOUNDATION | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | ETERNAL EGYPT EXHIBITION | $10,000 | |
| SHAWNEE MISSION MED CTR | ||||||||
| 9120 WEST 75TH STREET | SHAWNEE MISSION | KS | 66204 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | FOUNDATION |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | SO III FI | UNIVERSITY ACADEMY WELLNESS | $30,000 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE ST STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | 36TH CONCERT SEASON | $7,500 | ATTN DON LONCASTY |
| TRUMAN MEDICAL CENTER | ||||||||
| 2301 HOLMES ST | KANSAS CITY | KS | 64108 | NONE | PC | 3D IMAGING | $50,000 | |
| BOY SCOUTS | ||||||||
| 10210 HOLMES ROAD | KASNAS CITY | MO | 641314212 | NONE | PC | CAMP STAFF SCHOLARSHIP | $12,000 | ATTN ROBERT J HAMLIN |
| ACADEMY FOR INTEGRATED ARTS FOUNDATION | ||||||||
| 7910 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GIRL SCOUTS OF NE KANSAS & NW MISSOURI | ||||||||
| 8383 BLUE PARKWAY DR | KANSAS CITY | MO | 64133 | NONE | PC | AQUATICS CENTER | $10,000 | ATTN JOY WHEELER |
| KANSAS CITY SYMPHONY ASSOCIATION | ||||||||
| 1703 CENTRAL SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | CLASSICAL WEEKEND | $30,000 | ATTN FRANK BYRNE |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 WEST 115 STREET SUITE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | LOCAL PROGRAM SUPPORT | $30,000 | ATTN LISA SCHIFMAN |
| KANSAS CITY BALLET | ||||||||
| 500 WEST PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | 2018-2019 SEASON SUPPORT | $20,000 | ATTN JEFFREY J BENTLEY |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | PROFESSIONAL TRAINING | $25,000 | |
| LYRIC OPERA | ||||||||
| 1725 HOLMES | KANSAS CITY | MO | 64114 | NONE | PC | 2018-2019 SEASON SUPPORT | $40,000 | ATTN DEBORAH SANDLER |
| BOYS & GIRLS CLUBS | ||||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 641302350 | NONE | PC | REVIVING BASEBALL IN | $15,000 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | ||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | NONE | PC | HEART FAILURE PROGRAM, ST | $249,286 | ATTN MEREDITH CANTRELL |
| FIRST CALL ALCOHOL | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ATTN MOLLY O'NEAL |
| ARTS COUNCIL OF JOHNSON COUNTY | ||||||||
| 15301 W 87TH STREET PKWY | LENEXA | KS | 66219 | NONE | PC | SHOOTING START PROGRAM | $5,000 | ATTN SARAH VANLANDUYT |
| BAPTIST TRINITY LUTHERAN FOUNDATION | ||||||||
| 6675 HOLMES ROAD SUITE 470 | KANSAS CITY | MO | 64131 | NONE | PC | KANSAS CITY MEDICINE | $15,000 | ATTN BECKY SCHAID |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 NW AMBASSADOR DR SUITE 306 | KANSAS CITY | MO | 64153 | NONE | PC | AFA SCHOLARSHIP PROGRAM | $50,000 | ATTN MARK STEWART |
| HARVESTERS | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| JEWISH COMMUNITY CAMPUS | ||||||||
| 5801 W 115TH ST SUITE 100 | OVERLAND PARK | KS | 66211 | NONE | PC | ENDOWMENT CAMPAIGN | $25,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 641320599 | NONE | PC | PROJECT SAFE | $30,000 | ATTN SUSAN K MILLER |
| CITY UNION MISSION | ||||||||
| 1100 E 11TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| PETS FOR LIFE INC | ||||||||
| 7240 WORNALL RD | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ATTN DONNA J AMATO |
| EPEC KC | ||||||||
| 5829 TROOST AVE SUITE B | KANSAS CITY | MO | 64110 | NONE | PC | THE BRIDGE PROGRAM | $10,000 | |
| AFIA HOLDING COMPANY | ||||||||
| C/O R BRACKNEY 10851 MASTIN | OVERLAND PARK | KS | 66210 | NONE | SO I | PHASE II CAPITAL CAMPAIGN | $50,000 | |
| AMERICAN ROYAL ASSOCIATION INC | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LA JOLLA INSTITUTE | ||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | PROJECT FUNDING | $50,000 | |
| RECONCILIATION SERVICES | ||||||||
| 3101 TROOST AVENUE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | MUSIC PROGRAM | $15,000 | ATTN WARD WORLEY |
| YOUTH VOLUNTEER CORPS OF AMERICA | ||||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 66212 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | CHELAN DAVID |
| HNC LIVING FOUNDATION | ||||||||
| 3240 W 135TH ST STE 200 | OVERLAND PARK | KS | 66223 | NONE | PC | MASK AID | $10,000 | ATTN CHRIS UITHOVEN |
| THE UNIVERSITY OF KANSAS HEALTH SYSTEM | ||||||||
| 4000 CAMBRIDGE ST | KANSAS CITY | KS | 66160 | NONE | PC | RAPID RECOVERY LOUNGE | $20,000 | |
| AFTER THE HARVEST | ||||||||
| 406 W 34TH 816 | KANSAS CITY | MO | 64111 | NONE | PC | HEALTHY FOOD FOR HUNGRY | $10,000 | |
| DEEP ROOTS KC | ||||||||
| 4601 SHAWNEE DR | KANSAS CITY | KS | 66106 | NONE | PC | MARKET DEV FOR NATIVE | $10,000 | |
| UMKC FOUNDATION | ||||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64112 | NONE | PC | BLOCH SCHOOL OF BUSINESS | $110,000 | |
| SHERWOOD CENTER FOR THE ARTS | ||||||||
| 22689 SW PINE ST | SHERWOOD | OR | 97140 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | |
| ELEVATE METRO KC | ||||||||
| PO BOX 4477 | OVERLAND PARK | KS | 66204 | NONE | PC | PURCHASE VAN FOR SCHOOL | $10,000 | |
| KANSAS CITY CAMPUS FOR ANIMAL CARE | ||||||||
| 7077 ELMWOOD AVE | KANSAS CITY | MO | 64132 | NONE | PC | CAPITAL CAMPAIGN | $50,000 | |
| SALVATION ARMY | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | CHRISTMAS CAMPAIGN | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,743,786 | 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 | $832,450 | 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 | $405,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 1 | $2,295 |
| PARTNERSHIP NET IN | 1 | $155,832 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,396,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,396,547 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-03-15 | $25,000 | GENERAL OPERATIONS FUNDING | $25,000 | NO | 3/15/2019 | 2019-03-15 |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-07-25 | $25,000 | GENERAL OPERATIONS FUNDING | $25,000 | NO | 7/25/2019 | 2019-07-25 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| CASH TRANSFER TO COVER OVERDRAFT | $640 |
| RETURN OF CAPITAL ADJUSTMENT | $9,007 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $2,295 | $0 |
| PARTNERSHIP NET INCOME | $155,832 | $210,569 |