AMRETTE MCINTYRE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMRETTE MCINTYRE TRUST (EIN 48-6269397)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-07
- IRS object ID
- 202543119349101734
- 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 Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T15:01:29-06:00 | 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 | 486269397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMRETTE MCINTYRE CHARITABLE FDN 10372200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCIN | 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 | 2025-11-07 | 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 | 2025-11-07 | 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 | $640,428 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,693 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,243 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,011 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,506 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,506 | 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 | $396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | 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 | $10,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,811 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,254 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $443,739 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $445,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $600,174 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $456,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $485,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $640,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $456,802 | CapitalStockBOYAmt |
| Capital Stock EOY | $485,751 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $456,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $485,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $456,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $485,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $456,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $485,834 | SubtotalAmt |
| Other Decreases | $83 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $485,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (182 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 22. EDWARDS LIFESCIENCES CORP | 2024-01-24 | 2024-07-31 | $1,376 | $1,654 | -$278 | -$278 | |
| 15. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-21 | $1,004 | $476 | $528 | $528 | |
| 9. BROADCOM INC | 2020-03-04 | 2024-08-21 | $1,483 | $256 | $1,227 | $1,227 | |
| 6. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-21 | $1,346 | $885 | $461 | $461 | |
| 9. CISCO SYSTEMS INC | 2023-12-26 | 2024-09-18 | $456 | $454 | $2 | $2 | |
| 22. CISCO SYSTEMS INC | 2023-08-18 | 2024-09-18 | $1,116 | $1,218 | -$102 | -$102 | |
| 3. INTUIT INC | 2011-10-19 | 2024-09-18 | $1,911 | $156 | $1,755 | $1,755 | |
| 2. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-09-18 | $1,074 | $1,192 | -$118 | -$118 | |
| 2. ADOBE SYSTEMS INC | 2024-02-21 | 2024-10-16 | $1,004 | $1,073 | -$69 | -$69 | |
| 2. INTUIT INC | 2011-10-19 | 2024-10-16 | $1,221 | $104 | $1,117 | $1,117 | |
| 9. ABBVIE INC | 2020-06-03 | 2024-11-20 | $1,507 | $819 | $688 | $688 | |
| 2. LILLY ELI & COMPANY | 2022-01-25 | 2024-11-20 | $1,509 | $479 | $1,030 | $1,030 | |
| 15. MERCK & CO. INC. | 2023-08-18 | 2024-11-20 | $1,464 | $1,641 | -$177 | -$177 | |
| 15. PEPSICO INC | 2013-09-06 | 2024-11-20 | $2,384 | $1,191 | $1,193 | $1,193 | |
| 1. COSTCO WHOLESALE CORP | 2011-08-10 | 2024-12-04 | $990 | $71 | $919 | $919 | |
| 2. LOCKHEED MARTIN CORP | 2024-02-21 | 2024-12-04 | $1,035 | $854 | $181 | $181 | |
| 17. WAL MART STORES INC | 2017-05-03 | 2024-12-04 | $1,603 | $430 | $1,173 | $1,173 | |
| 5. ABBOTT LABORATORIES | 2019-06-21 | 2024-12-05 | $577 | $425 | $152 | $152 | |
| 5. ALPHABET INC | 2021-10-06 | 2024-12-05 | $865 | $686 | $179 | $179 | |
| 7. AMAZON COM INC | 2023-05-17 | 2024-12-05 | $1,545 | $808 | $737 | $737 | |
| 9. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-12-05 | $667 | $286 | $381 | $381 | |
| 11. APPLE COMPUTER INC | 2023-04-21 | 2024-12-05 | $2,672 | $1,814 | $858 | $858 | |
| 15. BANK OF AMERICA CORP | 2019-06-21 | 2024-12-05 | $706 | $424 | $282 | $282 | |
| 1. BERKSHIRE HATHAWAY INC-CL B | 2023-10-18 | 2024-12-05 | $470 | $341 | $129 | $129 | |
| 5. BROADCOM INC | 2020-03-04 | 2024-12-05 | $846 | $142 | $704 | $704 | |
| 2. CME GROUP INC | 2024-03-20 | 2024-12-05 | $490 | $429 | $61 | $61 | |
| 3. CHEVRONTEXACO CORP | 2021-03-03 | 2024-12-05 | $480 | $313 | $167 | $167 | |
| 9. COPART INC | 2024-06-20 | 2024-12-05 | $556 | $485 | $71 | $71 | |
| 1. COSTCO WHOLESALE CORP | 2011-08-10 | 2024-12-05 | $984 | $71 | $913 | $913 | |
| 5. COSTAR GROUP INC | 2024-08-21 | 2024-12-05 | $382 | $378 | $4 | $4 | |
| 1. DANAHER CORP | 2024-08-21 | 2024-12-05 | $227 | $271 | -$44 | -$44 | |
| 2. DUKE ENERGY CORP | 2014-12-03 | 2024-12-05 | $227 | $164 | $63 | $63 | |
| 6. EXXON MOBIL CORP | 2021-07-07 | 2024-12-05 | $690 | $363 | $327 | $327 | |
| 2. META PLATFORMS INC-CLASS A | 2023-10-18 | 2024-12-05 | $1,214 | $637 | $577 | $577 | |
| 3. FASTENAL CO | 2024-11-20 | 2024-12-05 | $245 | $246 | -$1 | -$1 | |
| 154.351 FIDELITY MID CAP INDX | 2023-11-08 | 2024-12-05 | $5,691 | $4,089 | $1,602 | $1,602 | |
| 950.847 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2024-12-05 | $11,752 | $14,034 | -$2,282 | -$2,282 | |
| 5. GILEAD SCIENCES INC | 2022-12-08 | 2024-12-05 | $466 | $447 | $19 | $19 | |
| 2. HOME DEPOT INC | 2009-04-30 | 2024-12-05 | $854 | $53 | $801 | $801 | |
| 1. HONEYWELL INTERNATIONAL INC | 2019-06-21 | 2024-12-05 | $226 | $174 | $52 | $52 | |
| 1. ILLINOIS TOOL WORKS INC | 2024-11-20 | 2024-12-05 | $274 | $267 | $7 | $7 | |
| 7. J P MORGAN CHASE & CO | 2023-04-21 | 2024-12-05 | $1,722 | $987 | $735 | $735 | |
| 6. JOHNSON & JOHNSON | 2023-04-21 | 2024-12-05 | $895 | $975 | -$80 | -$80 | |
| 1. LILLY ELI & COMPANY | 2022-01-25 | 2024-12-05 | $824 | $239 | $585 | $585 | |
| 453.138 MFS INSTL INTL EQUITY FUND | 2022-11-04 | 2024-12-05 | $16,259 | $11,967 | $4,292 | $4,292 | |
| 1. MCDONALDS CORP | 2020-03-26 | 2024-12-05 | $298 | $165 | $133 | $133 | |
| 5. MICROSOFT CORP | 2023-04-21 | 2024-12-05 | $2,211 | $1,180 | $1,031 | $1,031 | |
| 8. NEXTERA ENERGY INC | 2012-06-28 | 2024-12-05 | $611 | $136 | $475 | $475 | |
| 5. NVIDIA CORP | 2023-08-31 | 2024-12-05 | $725 | $248 | $477 | $477 | |
| 1. PALO ALTO NETWORKS INC | 2023-11-16 | 2024-12-05 | $402 | $244 | $158 | $158 | |
| 2. PAYCHEX INC | 2024-01-24 | 2024-12-05 | $275 | $244 | $31 | $31 | |
| 3. PROCTER & GAMBLE CO | 2016-02-03 | 2024-12-05 | $529 | $243 | $286 | $286 | |
| 2. PROLOGIS INC | 2023-05-17 | 2024-12-05 | $226 | $245 | -$19 | -$19 | |
| 1. PUBLIC STORAGE INC | 2024-08-21 | 2024-12-05 | $332 | $328 | $4 | $4 | |
| 15. REGIONS FINANCIAL CORP | 2024-01-24 | 2024-12-05 | $396 | $289 | $107 | $107 | |
| 3. SEI INVESTMENT CO | 2024-12-04 | 2024-12-05 | $241 | $249 | -$8 | -$8 | |
| 1. SALESFORCE INC | 2023-08-18 | 2024-12-05 | $361 | $205 | $156 | $156 | |
| 3. TJX COMPANIES INC | 2024-11-20 | 2024-12-05 | $378 | $360 | $18 | $18 | |
| 2. TESLA INC | 2023-01-18 | 2024-12-05 | $740 | $257 | $483 | $483 | |
| 2. TRAVELERS COS INC/THE | 2020-10-07 | 2024-12-05 | $527 | $228 | $299 | $299 | |
| 389.289 TRIBUTARY SMALL COMP-INST+ | 2023-05-12 | 2024-12-05 | $13,512 | $11,589 | $1,923 | $1,923 | |
| 946.806 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2024-12-05 | $15,452 | $11,604 | $3,848 | $3,848 | |
| 51.48 VANGUARD SML CAP INDX-ADM | 2021-03-11 | 2024-12-05 | $6,362 | $5,427 | $935 | $935 | |
| 2. VISA INC-CLASS A SHARES | 2023-08-18 | 2024-12-05 | $618 | $477 | $141 | $141 | |
| 4. WAL MART STORES INC | 2017-05-03 | 2024-12-05 | $381 | $101 | $280 | $280 | |
| 4. WELLTOWER INC | 2023-10-18 | 2024-12-05 | $530 | $341 | $189 | $189 | |
| 1. ZOETIS INC | 2024-03-20 | 2024-12-05 | $174 | $171 | $3 | $3 | |
| 1. ACCENTURE PLC-CL A | 2015-08-05 | 2024-12-05 | $357 | $105 | $252 | $252 | |
| 2. EATON CORP PLC | 2016-04-06 | 2024-12-05 | $743 | $106 | $637 | $637 | |
| 1. LINDE PLC | 2019-06-21 | 2024-12-05 | $450 | $203 | $247 | $247 | |
| 276.43 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-21 | 2025-01-10 | $3,176 | $3,524 | -$348 | -$348 | |
| 85. ISHARES INTERMEDIATE GOVERNM | 2024-12-05 | 2025-01-10 | $8,801 | $8,950 | -$149 | -$149 | |
| 446. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-10 | $46,178 | $46,121 | $57 | $57 | |
| 142.339 MFS INSTL INTL EQUITY FUND | 2022-11-04 | 2025-01-10 | $4,793 | $3,759 | $1,034 | $1,034 | |
| 71.824 TRIBUTARY SMALL COMP-INST+ | 2023-05-12 | 2025-01-10 | $2,162 | $1,879 | $283 | $283 | |
| 1225.923 VANGUARD DEV MKT INDX-ADM | 2015-11-09 | 2025-01-10 | $18,720 | $14,776 | $3,944 | $3,944 | |
| 40.059 VANGUARD SML CAP INDX-ADM | 2023-05-12 | 2025-01-10 | $4,573 | $3,692 | $881 | $881 | |
| 16. TRAVELERS COS INC/THE | 2020-10-07 | 2025-01-13 | $3,718 | $1,825 | $1,893 | $1,893 | |
| 6. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $931 | $1,108 | -$177 | -$177 | |
| 4. AUTODESK INC | 2024-11-20 | 2025-03-19 | $1,075 | $1,230 | -$155 | -$155 | |
| 5. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $1,079 | $1,266 | -$187 | -$187 | |
| 7. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $1,678 | $987 | $691 | $691 | |
| 2. PARKER HANNIFIN CORP | 2023-06-21 | 2025-03-19 | $1,260 | $751 | $509 | $509 | |
| 3. EATON CORP PLC | 2016-04-06 | 2025-03-19 | $885 | $159 | $726 | $726 | |
| 8. APPLE COMPUTER INC | 2011-06-15 | 2025-04-16 | $1,545 | $93 | $1,452 | $1,452 | |
| 13. PROLOGIS INC | 2023-05-17 | 2025-04-16 | $1,299 | $1,591 | -$292 | -$292 | |
| 1. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $1,272 | $1,426 | -$154 | -$154 | |
| 9. ALPHABET INC | 2021-10-06 | 2025-05-21 | $1,520 | $1,234 | $286 | $286 | |
| 3. DANAHER CORP | 2024-08-21 | 2025-05-21 | $562 | $812 | -$250 | -$250 | |
| 7. DANAHER CORP | 2020-10-07 | 2025-05-21 | $1,311 | $1,373 | -$62 | -$62 | |
| 5. UNITEDHEALTH GROUP INC | 2011-03-10 | 2025-05-21 | $1,518 | $219 | $1,299 | $1,299 | |
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,505 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $244 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $244 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $558 | 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 | KS | 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 BLVD | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,011 | 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 | $595,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $622,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $622,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $613,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $802 | TotalTaxAmt |
| Distributable Before Adj | $29,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,873 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,317 | 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 | $28,317 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,811 | 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 | $28,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,811 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,506 | 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 | $24,367 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST CHARLES CHURCH COUNCIL | ||||||||
| P O BOX 456 | TROY | KS | 660870456 | NONE | PC | SUPPORT OF CHARITABLE | $5,703 | |
| ARCHDIOCESE OF KANSAS CITY | ||||||||
| 12615 PARALLEL AVE | KANSAS CITY | KS | 661093748 | NONE | PC | SUPPORT OF CHARITABLE | $17,108 | % CARLA MILLS CFO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,811 | 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 | $16,551 | 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 | $45,693 | 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 | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,250 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $80 |
| ROUNDING ADJUSTMENT | $3 |
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 | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $95 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $244 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $44 | $44 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $13 | $13 | $0 |