DORIS & LOUIS FOX CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DORIS & LOUIS FOX CHARITABLE TRUST (EIN 43-6317492)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202023189349103087
- 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 | 2020-11-13T15:00:24-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436317492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORA & LOUIS FOX CHARITABLE TRUST 100150 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOX | 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 | 2020-11-13 | 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 | 2020-11-13 | 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 | $1,580,877 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,660 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $50,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,452 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,707 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,745 | 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 | $4,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $964 | 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 | $27,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,868 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,204,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,240,025 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,482,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,330,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,338,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,580,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,330,671 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,338,893 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,330,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,338,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,330,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,338,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,330,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $829 | OtherIncreasesAmt |
| Subtotal | $1,338,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,338,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 245. INTEL CORP | 2018-05-02 | 2019-07-08 | $11,709 | $11,154 | $555 | $555 | |
| 40. MORGAN STANLEY DEAN WITTER & CO | 2016-07-11 | 2019-08-07 | $1,621 | $1,059 | $562 | $562 | |
| 30. SIMON PROPERTY GROUP INC | 2019-03-06 | 2019-08-07 | $4,620 | $5,300 | -$680 | -$680 | |
| 125. SOUTHWEST AIRLINES CO | 2016-02-19 | 2019-08-07 | $6,244 | $4,376 | $1,868 | $1,868 | |
| 155. MORGAN STANLEY DEAN WITTER & CO | 2016-05-04 | 2019-09-04 | $6,435 | $4,084 | $2,351 | $2,351 | |
| 80. STARBUCKS CORP | 2018-12-07 | 2019-09-04 | $7,679 | $5,258 | $2,421 | $2,421 | |
| 1703. RIVERPARK STRATEGIC INCOME FUND I | 2018-03-26 | 2020-01-06 | $15,429 | $16,093 | -$664 | -$664 | |
| 23. APPLE COMPUTER INC | 2016-02-19 | 2020-01-08 | $6,979 | $2,214 | $4,765 | $4,765 | |
| 110. V F CORP | 2017-08-02 | 2020-01-08 | $10,704 | $6,510 | $4,194 | $4,194 | |
| 105. VENTAS INC | 2018-04-09 | 2020-01-08 | $5,982 | $5,486 | $496 | $496 | |
| 85. EXXON MOBIL CORP | 2015-10-07 | 2020-03-05 | $4,212 | $6,406 | -$2,194 | -$2,194 | |
| 1180. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-26 | 2020-03-05 | $13,570 | $15,445 | -$1,875 | -$1,875 | |
| 55. GENUINE PARTS CO | 2019-01-07 | 2020-03-05 | $4,675 | $5,219 | -$544 | -$544 | |
| 949. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $19,436 | $21,409 | -$1,973 | -$1,973 | |
| 35.564 VANGUARD INSTITUTIONAL INDEX | 2015-11-09 | 2020-03-05 | $9,694 | $6,767 | $2,927 | $2,927 | |
| 35. BOEING CO | 2012-01-05 | 2020-03-25 | $5,653 | $2,574 | $3,079 | $3,079 | |
| 100. DELTA AIR LINES INC | 2019-08-07 | 2020-03-25 | $3,127 | $5,940 | -$2,813 | -$2,813 | |
| 105. TRUIST FINANCIAL CORPORATION | 2019-03-06 | 2020-03-25 | $3,288 | $5,309 | -$2,021 | -$2,021 | |
| 50. RAYTHEON CO | 2015-11-04 | 2020-04-03 | $5,617 | $5,617 | |||
| .74 RAYTHEON TECHNOLOGIES CORP | 2015-11-04 | 2020-04-03 | $36 | $38 | -$2 | -$2 | |
| 45. ABBOTT LABORATORIES | 2018-09-05 | 2020-05-06 | $4,104 | $2,970 | $1,134 | $1,134 | |
| 15. CME GROUP INC | 2015-06-02 | 2020-05-06 | $2,609 | $1,413 | $1,196 | $1,196 | |
| 225. COMCAST CORP NEW | 2020-01-08 | 2020-05-06 | $7,900 | $10,260 | -$2,360 | -$2,360 | |
| 75. PHILLIPS 66 | 2018-11-07 | 2020-05-06 | $5,408 | $8,472 | -$3,064 | -$3,064 | |
| 6. APPLE COMPUTER INC | 2016-02-19 | 2020-06-03 | $1,953 | $578 | $1,375 | $1,375 | |
| 16. ECOLAB INC | 2018-09-05 | 2020-06-03 | $3,536 | $2,439 | $1,097 | $1,097 | |
| CAPITAL GAIN DIVIDENDS | $4,830 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,660 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,540,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,606,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,124 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,475,166 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,426,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063674 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,532,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046861 | DistributionYr5Rt |
| Total Distribution | 0.263534 | TotalDistributionRt |
| Average Distribution | 0.052707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,558,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,162 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $450 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,904 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,904 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,005 | OverpaymentAmt |
| Applied To ES Tax | $900 | AppliedToESTaxAmt |
| Refund | $105 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 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 (2 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 | KANSAS CITY | MO | 64106 | TRUSTEE | 2 | $13,452 |
| IRENE GOODMAN | ||||||
| EASTPOINTE 11 5380 N OCEAN DR 14-I | SINGER ISLAND | FL | 33404 | CO-TRUSTEE | 0 | $9,000 |
| 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 | $1,464,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,582,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,582,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,558,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $899 | TotalTaxAmt |
| Distributable Before Adj | $77,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,043 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,545 | 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 | $34,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,545 | 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 | $34,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,545 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $77,043 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KEHILATH ISRAEL SYNAGOGUE | ||||||||
| 10501 CONSER | OVERLAND PARK | KS | 66323 | NONE | PC | CHARITABLE | $3,000 | |
| JEWISH FEDERATION OF | ||||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | CHARITABLE | $3,000 | GREATER KANSAS CITY |
| THE ANTHONY RIZZO FAMILY FOUNDATION | ||||||||
| 7670 NW 65ND WAY | PARKLAND | FL | 33067 | NONE | PC | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | 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 | $36,133 | 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 | $14,660 | 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 | $50,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,793 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATE ADJUSTMENT FROM 2020 | $476 |
| MUTUAL FUND TIMING ADJUSTMENT | $231 |
| COST BASIS ADJUSTMENT | $122 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,280 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,904 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $810 | $810 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $154 | $154 | $0 |