GERALDINE AND R A BARROWS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GERALDINE AND R A BARROWS FOUNDATION (EIN 43-1184875)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202503109349101650
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T13:01:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431184875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALDINE AND R A BARROWS FOUNDATION 10013700 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-10-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,759,078 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $243,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,459,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $474,386 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$23,211 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,907 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $694,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $726,581 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,810 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,905 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,905 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | 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 | $73 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $93,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $510,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,025,203 | CashBOYAmt |
| Cash EOY | $642,189 | CashEOYAmt |
| Cash EOYFMV | $642,189 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,444,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,021,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,116,889 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,469,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,663,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,759,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,469,260 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,663,443 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,469,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,663,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,469,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,663,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,469,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $58,015 | OtherIncreasesAmt |
| Subtotal | $5,663,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,663,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1500. HIGHWOODS PROPERTIES INC | 2014-06-11 | 2024-01-23 | $33,257 | $59,199 | -$25,942 | -$25,942 | |
| 2500. PFIZER INC | 2016-05-03 | 2024-01-23 | $70,587 | $65,606 | $4,981 | $4,981 | |
| 1000. V F CORP | 2010-11-10 | 2024-01-23 | $16,405 | $19,126 | -$2,721 | -$2,721 | |
| 100000. MASTERCARD INC 3.375% 01 APR 2024 | 2019-03-20 | 2024-04-01 | $100,000 | $100,000 | |||
| 1900. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS | 2023-01-23 | 2024-04-09 | $114,626 | $126,801 | -$12,175 | -$12,175 | |
| 460. BOEING CO | 2022-01-07 | 2024-04-09 | $81,723 | $100,432 | -$18,709 | -$18,709 | |
| 1161. ENBRIDGE INC | 2016-04-19 | 2024-04-09 | $40,847 | $29,023 | $11,824 | $11,824 | |
| 285. SOLVENTUM CORP | 1984-06-04 | 2024-04-09 | $18,771 | $1,649 | $17,122 | $17,122 | |
| 3555. WALGREENS BOOTS ALLIANCE INC | 2023-01-23 | 2024-04-09 | $67,936 | $120,665 | -$52,729 | -$52,729 | |
| 650. AMERICAN WATER WORKS CO INC | 2018-06-12 | 2024-10-15 | $92,310 | $51,604 | $40,706 | $40,706 | |
| 340. DIAGEO PLC SPONSORED ADR | 2018-06-12 | 2024-10-15 | $45,998 | $50,059 | -$4,061 | -$4,061 | |
| 500. DISNEY WALT HOLDING CO | 2019-10-09 | 2024-10-15 | $47,169 | $64,780 | -$17,611 | -$17,611 | |
| 1850. INTEL CORP | 2002-06-27 | 2024-10-15 | $42,234 | $69,213 | -$26,979 | -$26,979 | |
| 200. LILLY ELI & COMPANY | 2015-07-17 | 2024-10-15 | $181,997 | $17,410 | $164,587 | $164,587 | |
| 484. STANLEY BLACK & DECKER INC | 1996-12-24 | 2024-10-15 | $52,861 | $11,462 | $41,399 | $41,399 | |
| 950. TARGET CORP | 2000-08-30 | 2024-10-15 | $152,834 | $24,914 | $127,920 | $127,920 | |
| 1017. ALPHABET INC | 2019-07-26 | 2024-12-17 | $199,926 | $63,563 | $136,363 | $136,363 | |
| 758. NVIDIA CORP | 2021-01-28 | 2024-12-17 | $99,583 | $10,037 | $89,546 | $89,546 | |
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P | |||||
| CAPITAL GAIN DIVIDENDS | $865 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $474,386 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,485 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,485 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,463 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,119 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $366 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,810 | 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 | $10,616,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $890,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,506,651 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,506,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,334,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $566,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $566,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,485 | TotalTaxAmt |
| Distributable Before Adj | $557,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $557,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $557,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $510,905 | 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 | $510,905 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $447,015 | 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 | $510,905 | QualifyingDistributionsAmt |
| Applied To Year1 | $447,015 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,890 | 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 | $493,328 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAN LEONARD UMB BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC: KC AREA CHARITY FIELDS: UNDERPRIVILEGED CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RESEARCH FOUNDATION | |||||||
| 2316 EAST MEYER BLVD | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| HEART OF AMERICA PATRIOT FOUNDATION | |||||||
| 13725 METCALF AVE 364 | OP | KS | 66223 | NONE | PC | DEPENDENTS' EDUCATIONAL | $60,000 |
| LAZARUS MINISTRIES | |||||||
| PO BOX 22450 | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| THE CHILDREN'S PLACE | |||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $60,000 |
| SHEFFIELD PLACE | |||||||
| 6604 EAST 12TH STREET | KANSAS CITY | MO | 641262208 | NONE | PC | MENTAL HEALTH\SERVICES FOR | $20,000 |
| CHILD PROTECTION CENTER | |||||||
| 2940 MAIN ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| KANSAS CITY JAZZ ORCHESTRA | |||||||
| 300 E 39TH ST LL1H | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CENTER FOR DEVELOPMENTALLY DISABLED | |||||||
| 9150 E 41ST TERRACE | KANSAS CITY | MO | 64133 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| NEWHOUSE | |||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WOMENS EMPLOYMENT NETWORK | |||||||
| 4328 MADISON AVENUE | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| COMMUNITY SERVICES LEAGUE OF JACKSON C | |||||||
| 404 N NOLAND ROAD | INDEPENDENCE | MO | 64050 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| RESTART | |||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATION SUPPORT | $10,000 |
| KIDS TLC | |||||||
| 480 S ROGERS ROAD | OLATHE | KS | 66062 | NONE | PC | FAMILY SUITES FURNISH AND | $15,000 |
| GIVING THE BASICS | |||||||
| 927 S 7TH ST TRAFFIC WAY | KANSAS CITY | KS | 66105 | NONE | PC | SCHOOL FREE HYGIENE PROGRAM | $5,000 |
| FRIENDS OF JOHNSON COUNTY DEVELOPMENTAL | |||||||
| 10501 LACKMAN ROAD | LENEXA | KS | 66219 | NONE | PC | AFFORD HOUSING FOR DISABLED | $15,000 |
| HEART OF AMERICA SHAKESPEARE FESTIVAL | |||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| ST MICHAELS VETERANS CENTER | |||||||
| 3818 CHELSEA DRIVE | KANSAS CITY | MO | 64128 | NONE | PC | GENERAL OPERATING EXPENSES | $50,000 |
| MARC COMMUNITY SERVICES CORPORATION | |||||||
| 600 BROADWAY AVE | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CASS COMMUNITY HEALTH FOUNDATION | |||||||
| 2316 E MEYER BOULEVARD | KANSAS CITY | MO | 64132 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FLOURISH FURNISHINGS INC | |||||||
| 11971 GRANDVIEW RD | GRANDVIEW | MO | 64030 | NONE | PC | DELIVERY PROGRAM AND DRIVER | $10,000 |
| MATTIE RHODES CENTER | |||||||
| 148 N TOPPING AVE | KANSAS CITY | MO | 64123 | NONE | PC | LATINO CULTURAL ARTS | $15,000 |
| PATHWAY FINANCIAL EDUCATION | |||||||
| 1520 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| ELEVATE METRO KC | |||||||
| PO BOX 4477 | OVERLAND PARK | KS | 66204 | NONE | PC | KC MENTORING PROGRAM | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,288 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,386 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| SECTION 897 GAIN | 1 | $742 | ||
| PARTNERSHIP INCOME | 1 | $8,165 | 525990 | -$33,032 |
| EXCISE TAX REFUND | 1 | $914 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$33,032 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $727,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,463 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX REFUND | $914 | $0 |
| SECTION 897 CAPITAL GAIN | $742 | $742 |
| PARTNERSHIP INCOME | -$24,867 | $8,165 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AMORTIZATION ADJUSTMENTS | $58,009 |
| ROUNDING | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $196 | $196 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $593 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,623 | $0 | $0 |