DORIS & LOUIS FOX CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DORIS & LOUIS FOX CHARITABLE TRUST (EIN 43-6317492)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-09
- IRS object ID
- 202542829349101004
- 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 | 2025-10-09T10:01:21-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436317492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORA & LOUIS FOX CHARITABLE TRUST 10015000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOX | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-07-23 | 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 | 2025-07-23 | 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 | $2,135,405 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $714,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,221 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $175,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,527 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,676 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,649 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,027 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | 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 | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,142 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,240,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,369,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,082,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,327,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,422,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,135,405 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,327,024 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,422,864 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,327,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,422,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,327,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,422,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,327,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,174 | OtherIncreasesAmt |
| Subtotal | $1,422,864 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,422,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25. COPART INC | 2024-06-20 | 2024-07-31 | $1,309 | $1,348 | -$39 | -$39 | |
| 75. EDWARDS LIFESCIENCES CORP | 2024-01-24 | 2024-07-31 | $4,691 | $5,618 | -$927 | -$927 | |
| 64. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-21 | $4,283 | $2,033 | $2,250 | $2,250 | |
| 27. BROADCOM INC | 2020-01-08 | 2024-08-21 | $4,450 | $836 | $3,614 | $3,614 | |
| 20. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-21 | $4,486 | $2,950 | $1,536 | $1,536 | |
| 56. CISCO SYSTEMS INC | 2023-12-26 | 2024-09-18 | $2,840 | $2,823 | $17 | $17 | |
| 55. CISCO SYSTEMS INC | 2023-08-18 | 2024-09-18 | $2,790 | $3,046 | -$256 | -$256 | |
| 13. INTUIT INC | 2012-01-05 | 2024-09-18 | $8,282 | $684 | $7,598 | $7,598 | |
| 8. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-09-18 | $4,297 | $4,766 | -$469 | -$469 | |
| 7. ADOBE SYSTEMS INC | 2024-02-21 | 2024-10-16 | $3,514 | $3,757 | -$243 | -$243 | |
| 6. INTUIT INC | 2012-01-05 | 2024-10-16 | $3,662 | $316 | $3,346 | $3,346 | |
| 27. ABBVIE INC | 2020-06-03 | 2024-11-20 | $4,522 | $2,458 | $2,064 | $2,064 | |
| 7. LILLY ELI & COMPANY | 2022-01-25 | 2024-11-20 | $5,280 | $1,676 | $3,604 | $3,604 | |
| 45. MERCK & CO. INC. | 2023-08-18 | 2024-11-20 | $4,391 | $4,922 | -$531 | -$531 | |
| 49. PEPSICO INC | 2013-09-06 | 2024-11-20 | $7,788 | $3,892 | $3,896 | $3,896 | |
| 5. COSTCO WHOLESALE CORP | 2004-08-02 | 2024-12-04 | $4,949 | $204 | $4,745 | $4,745 | |
| 10. LOCKHEED MARTIN CORP | 2024-02-21 | 2024-12-04 | $5,176 | $4,272 | $904 | $904 | |
| 50. WAL MART STORES INC | 2017-11-08 | 2024-12-04 | $4,713 | $1,428 | $3,285 | $3,285 | |
| 61. TRAVELERS COS INC/THE | 2020-10-07 | 2025-01-13 | $14,176 | $6,957 | $7,219 | $7,219 | |
| 5568.606 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2025-02-24 | $68,048 | $79,766 | -$11,718 | -$11,718 | |
| 39. ISHARES INTERMEDIATE GOVERNM | 2024-06-25 | 2025-02-24 | $4,098 | $4,059 | $39 | $39 | |
| 611. ISHARES INTERMEDIATE GOVERNM | 2023-08-09 | 2025-02-24 | $64,202 | $63,164 | $1,038 | $1,038 | |
| 2830.829 MFS INSTL INTL EQUITY FUND | 2022-10-13 | 2025-02-24 | $102,589 | $70,459 | $32,130 | $32,130 | |
| 140.832 TRIBUTARY SMALL COMP-INST+ | 2024-06-25 | 2025-02-24 | $4,211 | $4,245 | -$34 | -$34 | |
| 1682.434 TRIBUTARY SMALL COMP-INST+ | 2023-01-27 | 2025-02-24 | $50,305 | $47,581 | $2,724 | $2,724 | |
| 10195.202 VANGUARD DEV MKT INDX-ADM | 2019-02-22 | 2025-02-24 | $167,609 | $127,378 | $40,231 | $40,231 | |
| 388.201 VANGUARD SML CAP INDX-ADM | 2023-01-27 | 2025-02-24 | $44,414 | $37,178 | $7,236 | $7,236 | |
| 19. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $2,947 | $3,508 | -$561 | -$561 | |
| 15. AUTODESK INC | 2024-11-20 | 2025-03-19 | $4,031 | $4,614 | -$583 | -$583 | |
| 20. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $4,317 | $5,066 | -$749 | -$749 | |
| 28. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $6,710 | $3,947 | $2,763 | $2,763 | |
| 8. PARKER HANNIFIN CORP | 2023-08-09 | 2025-03-19 | $5,040 | $3,052 | $1,988 | $1,988 | |
| 15. EATON CORP PLC | 2019-04-03 | 2025-03-19 | $4,426 | $1,212 | $3,214 | $3,214 | |
| 32. APPLE COMPUTER INC | 2023-04-21 | 2025-04-16 | $6,180 | $1,610 | $4,570 | $4,570 | |
| 52. PROLOGIS INC | 2023-05-17 | 2025-04-16 | $5,196 | $6,363 | -$1,167 | -$1,167 | |
| 5. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $6,358 | $7,132 | -$774 | -$774 | |
| 37. ALPHABET INC | 2021-10-06 | 2025-05-21 | $6,250 | $2,995 | $3,255 | $3,255 | |
| 17. DANAHER CORP | 2024-08-21 | 2025-05-21 | $3,183 | $4,602 | -$1,419 | -$1,419 | |
| 22. DANAHER CORP | 2020-10-07 | 2025-05-21 | $4,119 | $4,316 | -$197 | -$197 | |
| 18. UNITEDHEALTH GROUP INC | 2004-09-24 | 2025-05-21 | $5,464 | $637 | $4,827 | $4,827 | |
| 137.617 FIDELITY MID CAP INDX | 2025-02-24 | 2025-05-28 | $4,675 | $4,716 | -$41 | -$41 | |
| 475.386 FIDELITY MID CAP INDX | 2024-03-27 | 2025-05-28 | $16,149 | $15,407 | $742 | $742 | |
| 137. INVESCO S&P MIDCAP QUAL ETF | 2025-02-24 | 2025-05-28 | $13,340 | $13,214 | $126 | $126 | |
| 590.4 MFS BLND RESRCH M/C EQ-R6 | 2025-02-24 | 2025-05-28 | $8,348 | $8,437 | -$89 | -$89 | |
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,057 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,221 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,104 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,104 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $251 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | TRUSTEE | 2 | $16,676 |
| IRENE GOODMAN | ||||||
| EASTPOINTE 11 5380 N OCEAN DR 14-I | SINGER ISLAND | FL | 33404 | CO-TRUSTEE | 0 | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,875,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,968,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,968,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,938,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,355 | TotalTaxAmt |
| Distributable Before Adj | $94,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,027 | 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 | $71,027 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,622 | 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 | $71,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,622 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,405 | 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 | $49,174 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR JEWISH PHILANTHROPY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE ROAD SUITE 200 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 | $39,310 | 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 | $136,221 | 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 | SEC 897 CAP GAIN | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $175,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,551 | 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 | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR EXPENSES | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 897 CAPITAL GAIN | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $1,171 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,633 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,104 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $348 | $348 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $120 | $120 | $0 |