KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION (EIN 44-6013874)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202031329349100503
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-10T23:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446013874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEARNEY WORNALL FOUNDATION 100179 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAR | BusinessNameControlTxt |
| Phone | 8168611933 | 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 | 8168611933 | PhoneNum |
| Signature | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2020-04-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.201.85.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72184982217F20CA223EF278467379A8FDFE26F2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7FC38F427D2E80BC9A65A9EE39DA5447EA27DA92 | 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 | $15,558,049 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $367,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,366,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,681 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $254 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $386,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,877 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,798 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,899 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,899 | 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 | $3,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,730 | 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 | $341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $341 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $112,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $602,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $544,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,907 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,012,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $745,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $745,536 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,588,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,633,302 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,812,513 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,601,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,378,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,558,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,601,410 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,378,838 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,601,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,378,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,601,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,378,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,601,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,057 | OtherIncreasesAmt |
| Subtotal | $8,386,232 | SubtotalAmt |
| Other Decreases | $7,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,378,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3270. P G & E CORP | 2011-03-18 | 2019-01-14 | $30,088 | $137,311 | -$107,223 | -$107,223 | |
| 23.3395 GOVERNMENT NATIONAL MORTGAGE ASSN DTD 2/1/2004 5.0000% 2/15/20 | 2004-03-10 | 2019-01-15 | $150 | $155 | -$5 | -$5 | |
| 5.214 GOVT NATIONAL MTG ASSN DTD 2/1/2004 5.0000% 2/15/2019 | 2004-05-27 | 2019-01-15 | $46 | $46 | |||
| 1.9498 GOVT NATIONAL MTG ASSN PLATINUM POOL DTD 2/1/2004 5.5000% 2/15/ | 2004-05-13 | 2019-01-15 | $2 | $2 | |||
| 500000. GOVT NATIONAL MTG ASSN DTD 2/1/2004 5.0000% 2/15/2019 | 2004-03-11 | 2019-01-15 | $70 | $72 | -$2 | -$2 | |
| 9.9455 GOVT NATIONAL MTG ASSN DTD 8/1/2004 5.0000% 8/15/2019 | 2004-09-08 | 2019-01-15 | $5 | $5 | |||
| 12890.826 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2019-01-15 | $5,057 | $5,053 | $4 | $4 | |
| 823.358 GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-01-22 | $451 | $461 | -$10 | -$10 | |
| 252510. GOVERNMENT NATIONAL MORTGAGE ASSN DTD 2/1/2004 5.0000% 2/15/20 | 2004-03-10 | 2019-02-15 | $23 | $24 | -$1 | -$1 | |
| 275000. GOVT NATIONAL MTG ASSN DTD 2/1/2004 5.0000% 2/15/2019 | 2004-05-27 | 2019-02-15 | $5 | $5 | |||
| 275000. GOVT NATIONAL MTG ASSN PLATINUM POOL DTD 2/1/2004 5.5000% 2/15 | 2004-05-13 | 2019-02-15 | $2 | $2 | |||
| 5.015 GOVT NATIONAL MTG ASSN DTD 8/1/2004 5.0000% 8/15/2019 | 2004-09-08 | 2019-02-15 | $5 | $5 | |||
| 12667.4275 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15 | 2008-08-19 | 2019-02-15 | $223 | $223 | |||
| 200000. GOLDMAN SACHS GROUP INC MTN DTD 2/5/2009 7.500% 2/15/2019 | 2015-07-21 | 2019-02-15 | $200,000 | $200,000 | |||
| 1000. XILINX INC | 2014-03-24 | 2019-02-19 | $119,013 | $54,528 | $64,485 | $64,485 | |
| 550.246 GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-02-20 | $273 | $279 | -$6 | -$6 | |
| 950. KRAFT HEINZ CO | 2013-03-19 | 2019-02-25 | $32,338 | $42,223 | -$9,885 | -$9,885 | |
| . EXCHANGED TSHI, INC STK FOR WABTEC | 2019-02-25 | 2019-02-25 | $1,018 | $1,018 | |||
| .428 WABTEC | 2019-02-26 | 2019-02-26 | $32 | $32 | |||
| 50000. GOVT NATIONAL MTG ASSN DTD 8/1/2004 5.0000% 8/15/2019 | 2004-09-08 | 2019-03-15 | $5 | $5 | |||
| 12441.0195 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15 | 2008-08-19 | 2019-03-15 | $226 | $226 | |||
| 327.318 GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-03-20 | $223 | $228 | -$5 | -$5 | |
| 100000. UNITED STATES TREASURY NOTES DTD 10/15/2018 2.875% 10/15/2021 | 2019-02-19 | 2019-03-20 | $101,270 | $100,987 | $283 | $283 | |
| 100000. UNITED STATES TREASURY NOTES DTD 2/15/2012 2.000% 2/15/2022 | 2019-02-19 | 2019-03-25 | $99,488 | $98,716 | $772 | $772 | |
| .333 DOW INC | 2014-11-25 | 2019-04-02 | $19 | $15 | $4 | $4 | |
| 12213.5715 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15 | 2008-08-19 | 2019-04-15 | $227 | $227 | |||
| 127.528 GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-04-22 | $200 | $204 | -$4 | -$4 | |
| 13. WABTEC | 2019-02-26 | 2019-04-30 | $963 | $986 | -$23 | -$23 | |
| 11985.09 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/2 | 2008-08-19 | 2019-05-15 | $228 | $228 | |||
| 88.734 GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-05-20 | $39 | $40 | -$1 | -$1 | |
| .143 KONTOOR BRANDS INC | 2010-11-17 | 2019-05-23 | $5 | $1 | $4 | $4 | |
| .333 DUPONT DE NEMOURS INC | 2014-11-25 | 2019-06-03 | $25 | $33 | -$8 | -$8 | |
| .333 CORTEVA INC | 2014-11-25 | 2019-06-04 | $8 | $4 | $4 | $4 | |
| 3350. GLAXO WELLCOME PLC SPONSORED ADR REPSTG 2 ORD SHARES | 2013-05-24 | 2019-06-05 | $129,505 | $149,739 | -$20,234 | -$20,234 | |
| 457. KONTOOR BRANDS INC | 2010-11-17 | 2019-06-07 | $12,994 | $3,000 | $9,994 | $9,994 | |
| 2500. GENERAL ELECTRIC CO | 2014-11-25 | 2019-06-12 | $25,478 | $67,375 | -$41,897 | -$41,897 | |
| 11757.5315 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15 | 2008-08-19 | 2019-06-17 | $228 | $227 | $1 | $1 | |
| 49.762 GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-06-20 | $39 | $40 | -$1 | -$1 | |
| 11530.8505 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15 | 2008-08-19 | 2019-07-15 | $227 | $226 | $1 | $1 | |
| 200000. GOVT NATIONAL MTG ASSN II DTD 8/1/2004 5.0000% 8/20/2019 | 2004-08-26 | 2019-07-25 | $50 | $51 | -$1 | -$1 | |
| 1800. ABBVIE INC | 2010-12-06 | 2019-07-26 | $122,254 | $44,720 | $77,534 | $77,534 | |
| 1174. CORTEVA INC | 2014-11-25 | 2019-07-26 | $33,193 | $11,404 | $21,789 | $21,789 | |
| 990. KRAFT HEINZ CO | 2018-06-12 | 2019-07-26 | $31,477 | $47,856 | -$16,379 | -$16,379 | |
| 9056.5995 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2019-08-15 | $2,474 | $2,472 | $2 | $2 | |
| 8872.4155 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2019-09-16 | $184 | $184 | |||
| 100. CHIPOTLE MEXICAN GRILL INC | 2015-08-25 | 2019-10-09 | $82,629 | $70,214 | $12,415 | $12,415 | |
| 200. CINTAS CORP | 2014-03-24 | 2019-10-09 | $52,673 | $11,808 | $40,865 | $40,865 | |
| 1174. DUPONT DE NEMOURS INC | 2014-11-25 | 2019-10-09 | $76,192 | $94,121 | -$17,929 | -$17,929 | |
| 8687.3865 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2019-10-15 | $185 | $185 | |||
| 8497.606 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/2 | 2008-08-19 | 2019-11-15 | $190 | $190 | |||
| 200000. BB&T CORPORATION DTD 12/8/2014 2.450% SER MTN 1/15/2020 | 2015-07-21 | 2019-12-16 | $200,000 | $200,119 | -$119 | -$119 | |
| 8308.9435 GOVERNMENT NATIONAL MTG ASSN POOL DTD 8/1/2008 5.0000% 8/15/ | 2008-08-19 | 2019-12-16 | $189 | $188 | $1 | $1 | |
| CAPITAL GAIN DIVIDENDS | $4,256 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,681 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $820,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,261,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $658,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,963,674 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047187 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $601,842 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,237,322 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $573,728 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,058,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043937 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $733,685 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,648,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053754 | DistributionYr5Rt |
| Total Distribution | 0.247859 | TotalDistributionRt |
| Average Distribution | 0.049572 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,246,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $706,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $709,430 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $544,699 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,272 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $126 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 8168611933 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,798 | 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 | $13,662,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $800,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,463,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,463,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,246,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $712,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $712,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,398 | TotalTaxAmt |
| Distributable Before Adj | $705,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $705,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $705,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $544,699 | 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 | $544,699 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $544,699 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $115,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $544,699 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $544,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $115,432 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $115,432 | 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 | $45,799 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DUCKS UNLIMITED | |||||||
| 7795 LEBRUN CT | LONE TREE | CO | 80124 | NONE | PC | GENERAL OPERATING SUPPORT | $350,000 |
| COLORADO UPLIFT | |||||||
| 400W 48TH AVE | DENVER | CO | 80216 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PARK UNIVERSITY | |||||||
| 8700 NW RIVER PARK DR | PARKVILLE | MO | 64152 | NONE | PC | NIGHT AT THE HELM 2019 | $40,000 |
| AMERICAN CORPORATE PARTNERS | |||||||
| 140 E 45TH ST | NEW TORK | NY | 10017 | NONE | PC | VETERAN MENTORING PROGRAM | $25,000 |
| WORNALL MAJORS HOUSE MUSEUMS | |||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | EDUCATIONAL PROGRAMMING | $20,000 |
| STARLIGHT THEATRE | |||||||
| 6400 STARLIGHT RD | KANSAS CITY | MO | 64132 | NONE | PC | 2020 SHINNING STAR OF | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,000 | 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 | $367,214 | 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 | $18,681 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $386,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,149 | 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 | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $7,394 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE ACTION DISBURSEMENT | $185 | $185 | $0 |
| ADR FEE | $156 | $156 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ADJ FOR DIVIDEND IN STOCK | $1,018 |
| ACCRETION OF BOND DISCOUNT | $37 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,730 | $2,730 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $115 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $600 | $0 | $0 |