MILDRED HUNT RIDDLE CHARITABLE TRUST 98 23S030009: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MILDRED HUNT RIDDLE CHARITABLE TRUST 98 23S030009 (EIN 43-6736674)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201921209349100837
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T15:00:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 40 WESTMINSTER ST 8TH FL | AddressLine1Txt |
| City | Providence | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436736674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILDRED HUNT RIDDLE CHARITABLE 101382 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDD | 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 | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 3128795176 | PhoneNum |
| Preparation | 2019-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.111.183.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4CF5AFC82CCF381F3E1741D79A775B5E1BA7BEEF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6F43BCC65E791FD6F9831F9B49F5B2153310792 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $738,316 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,272 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $37 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $63,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,550 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,005 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,002 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,002 | 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 | $635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $495 | 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 | $13,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,637 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,637 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $688,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $687,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $711,679 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $697,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $738,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $697,644 | CapitalStockBOYAmt |
| Capital Stock EOY | $714,254 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $697,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $697,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $697,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $715,794 | SubtotalAmt |
| Other Decreases | $1,540 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $714,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .539 BECTON DICKINSON & CO | 2018-01-02 | 2018-01-02 | $120 | $117 | $3 | $3 | |
| 5. BARD C R INC | 2016-04-20 | 2018-01-03 | $1,667 | $1,047 | $620 | $620 | |
| 20. CELGENE CORP | 2017-03-09 | 2018-01-11 | $2,095 | $2,507 | -$412 | -$412 | |
| 40. MERCK & CO INC | 2016-11-21 | 2018-01-11 | $2,298 | $2,493 | -$195 | -$195 | |
| 50. SYMANTEC CORP | 2017-04-13 | 2018-01-11 | $1,436 | $1,495 | -$59 | -$59 | |
| 5. BROADCOM LTD. | 2016-08-11 | 2018-01-11 | $1,314 | $862 | $452 | $452 | |
| 25. PRINCIPAL FINANCIAL GROUP | 2017-04-13 | 2018-02-15 | $1,565 | $1,542 | $23 | $23 | |
| 45. PRINCIPAL FINANCIAL GROUP | 2016-10-13 | 2018-02-15 | $2,816 | $2,346 | $470 | $470 | |
| 70. SYMANTEC CORP | 2017-06-15 | 2018-02-15 | $1,929 | $2,004 | -$75 | -$75 | |
| 15. MCDONALDS CORP | 2016-01-11 | 2018-03-15 | $2,426 | $1,753 | $673 | $673 | |
| 55. US BANCORP | 2017-01-12 | 2018-03-15 | $2,931 | $2,832 | $99 | $99 | |
| 14.72875 DODGE & COX INCOME FUND | 2014-03-26 | 2018-03-27 | $199 | $202 | -$3 | -$3 | |
| 2798.27125 DODGE & COX INCOME FUND | 2016-03-23 | 2018-03-27 | $37,749 | $37,444 | $305 | $305 | |
| 58. ISHARES CORE S&P 500 ETF | 2016-09-22 | 2018-03-27 | $15,172 | $12,733 | $2,439 | $2,439 | |
| 69. ISHARES RUSSELL MIDCAP INDEX FUND | 2007-03-15 | 2018-03-27 | $14,040 | $7,096 | $6,944 | $6,944 | |
| 268. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2009-11-11 | 2018-03-27 | $20,381 | $5,828 | $14,553 | $14,553 | |
| 679.686 MFS MID CAP GROWTH FUND CLASS R 6 | 2016-12-15 | 2018-03-27 | $12,017 | $10,426 | $1,591 | $1,591 | |
| 56.935 MFS MID CAP GROWTH FUND CLASS R 6 | 2017-12-14 | 2018-03-27 | $1,007 | $956 | $51 | $51 | |
| 35. CARNIVAL CORP | 2017-08-10 | 2018-04-12 | $2,232 | $2,363 | -$131 | -$131 | |
| 5. CELGENE CORP | 2017-03-09 | 2018-04-12 | $451 | $627 | -$176 | -$176 | |
| 15. CELGENE CORP | 2017-04-13 | 2018-04-12 | $1,352 | $1,871 | -$519 | -$519 | |
| 50. LINCOLN NATIONAL CORP INDIANA | 2017-01-12 | 2018-04-12 | $3,466 | $2,677 | $789 | $789 | |
| 40. BRISTOL-MYERS SQUIBB CO | 2015-05-28 | 2018-05-10 | $2,043 | $3,141 | -$1,098 | -$1,098 | |
| 15. ILLINOIS TOOL WORKS INC | 2017-12-01 | 2018-05-10 | $2,187 | $2,478 | -$291 | -$291 | |
| 20. J P MORGAN CHASE & CO | 2016-10-26 | 2018-05-10 | $2,283 | $1,384 | $899 | $899 | |
| 35. MONSTER BEVERAGE CORP | 2017-08-10 | 2018-05-10 | $1,752 | $1,842 | -$90 | -$90 | |
| 6. SHERWIN-WILLIAMS CO | 2017-07-13 | 2018-05-10 | $2,284 | $2,133 | $151 | $151 | |
| 20. ROYAL CARIBBEAN CRUISES LTD ORD | 2017-09-14 | 2018-05-10 | $2,142 | $2,482 | -$340 | -$340 | |
| 35. CARNIVAL CORP | 2017-08-10 | 2018-06-14 | $2,247 | $2,326 | -$79 | -$79 | |
| 15. GENUINE PARTS CO | 2018-01-11 | 2018-06-14 | $1,411 | $1,527 | -$116 | -$116 | |
| 15. UNITED RENTALS INC | 2017-05-15 | 2018-06-14 | $2,468 | $1,789 | $679 | $679 | |
| 40. WAL MART STORES INC | 2018-01-11 | 2018-06-14 | $3,351 | $3,998 | -$647 | -$647 | |
| 20. MARRIOTT INTERNATIONAL INC CLASS A | 2017-02-09 | 2018-07-11 | $2,595 | $1,737 | $858 | $858 | |
| 15. VISA INC | 2016-10-19 | 2018-07-11 | $2,077 | $1,240 | $837 | $837 | |
| 50. ABBVIE INC | 2018-04-12 | 2018-08-08 | $4,685 | $4,604 | $81 | $81 | |
| 35. ACTIVISION BLIZZARD INC | 2016-10-26 | 2018-08-08 | $2,453 | $1,561 | $892 | $892 | |
| 10. GOLDMAN SACHS GROUP INC | 2017-01-12 | 2018-08-08 | $2,372 | $2,439 | -$67 | -$67 | |
| 2883. AMERICAN CENTURY DIVERSIFIED BOND INST. | 2016-11-22 | 2018-08-09 | $29,983 | $31,717 | -$1,734 | -$1,734 | |
| 1978. VANGUARD INTER TERM BOND INDEX FUND ADM | 2018-03-27 | 2018-08-09 | $21,679 | $21,857 | -$178 | -$178 | |
| 85. INTEL CORP | 2017-12-01 | 2018-09-13 | $3,863 | $3,863 | |||
| 45. MORGAN STANLEY DEAN WITTER & CO | 2016-09-15 | 2018-09-13 | $2,146 | $1,408 | $738 | $738 | |
| 23. PIONEER NATURAL RESOURCES CO | 2017-11-09 | 2018-09-13 | $3,904 | $3,344 | $560 | $560 | |
| 85. UNDER ARMOUR INC | 2018-05-10 | 2018-09-13 | $1,664 | $1,583 | $81 | $81 | |
| 5. ADOBE SYSTEMS INC | 2017-02-09 | 2018-10-11 | $1,201 | $583 | $618 | $618 | |
| 5. COSTAR GROUP INC | 2017-09-14 | 2018-10-11 | $1,882 | $1,375 | $507 | $507 | |
| 30. LAUDER ESTEE COMPANIES INC CLASS A | 2018-06-14 | 2018-10-11 | $3,861 | $4,625 | -$764 | -$764 | |
| 40. PRICE T ROWE GROUP INC | 2017-10-12 | 2018-10-11 | $3,964 | $3,784 | $180 | $180 | |
| 15. RED HAT INC | 2018-06-14 | 2018-10-11 | $1,769 | $2,641 | -$872 | -$872 | |
| 3. GARRETT MOTION INC. | 2015-10-16 | 2018-10-12 | $46 | $31 | $15 | $15 | |
| 27. PRAXAIR INC | 2017-12-01 | 2018-10-31 | $4,413 | $4,066 | $347 | $347 | |
| 15. FACEBOOK INC - A SHS | 2014-12-22 | 2018-11-19 | $1,995 | $1,223 | $772 | $772 | |
| 20. J P MORGAN CHASE & CO | 2016-10-26 | 2018-11-19 | $2,214 | $1,337 | $877 | $877 | |
| 20. RAYTHEON CO | 2016-01-11 | 2018-11-19 | $3,532 | $2,477 | $1,055 | $1,055 | |
| 5. RESIDEO TECHNOLOGIES INC. | 2015-10-16 | 2018-11-19 | $98 | $85 | $13 | $13 | |
| 30. CATERPILLAR INC | 2017-10-12 | 2018-12-13 | $3,770 | $3,296 | $474 | $474 | |
| 20. CITIGROUP INC | 2018-03-15 | 2018-12-13 | $1,111 | $1,468 | -$357 | -$357 | |
| 30. CITIGROUP INC | 2017-10-12 | 2018-12-13 | $1,666 | $2,177 | -$511 | -$511 | |
| 5. COSTAR GROUP INC | 2017-09-14 | 2018-12-13 | $1,821 | $1,375 | $446 | $446 | |
| 25. PROCTER & GAMBLE CO | 2018-10-11 | 2018-12-13 | $2,410 | $1,983 | $427 | $427 | |
| 30. PROCTER & GAMBLE CO | 2016-01-28 | 2018-12-13 | $2,892 | $2,398 | $494 | $494 | |
| CAPITAL GAIN DIVIDENDS | $11,970 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $798,933 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04803 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,272 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $748,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,463 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $781,360 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037707 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,487 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $778,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,895 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $730,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043686 | DistributionYr5Rt |
| Total Distribution | 0.216991 | TotalDistributionRt |
| Average Distribution | 0.043398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $811,327 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $571 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,781 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,802 | 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 | $571 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $571 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $291 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | 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 | $12,005 | 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 | $798,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $823,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $823,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $811,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $571 | TotalTaxAmt |
| Distributable Before Adj | $39,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,802 | 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 | $38,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $571 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,833 | 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 | $38,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,833 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,969 | 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 | $33,026 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BAKER UNIVERSITY DAVID PITTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1Txt |
| City | BALDWIN CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660060065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | AVAILABLE FROM BAKER UNIVERSITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | MELISSA A VAN LEIDEN | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 8TH STREET | AddressLine1Txt |
| City | BALDWIN CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660060065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROVIDE SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $32,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | 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 | $19,278 | 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 | $44,272 | 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 | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,587 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE ACTION ADJUSTMENT | $1,536 |
| ROUNDING | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $140 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $396 | $396 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $99 | $99 | $0 |