C & R SCHAUF FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: C & R SCHAUF FOUNDATION (EIN 75-3047191)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-10
IRS object ID: 201741309349102404
Schema version: 2016v3.0
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
Applied To Prior Year Election
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-10T15:40:59-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	742842755	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GUDENKAUF & MALONE INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 631	AddressLine1Txt
City	RUSSELL	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67665	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	753047191	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	C & R SCHAUF FOUNDATION	BusinessNameLine1Txt
Business Name Line2	%UMB BANK	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	C&RS	BusinessNameControlTxt
Phone	8168607711	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1010 GRAND BOULEVARD	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64106	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	UMB	PersonNm
Person Title	CORPORATE TRUSTEE	PersonTitleTxt
Phone	8168607711	PhoneNum
Signature	2017-05-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAMELA GUDENKAUF	PreparerPersonNm
PTIN	P01212778	PTIN
Phone	7854836220	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.232.200.167	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-05-01	IPDt
IP Tm	08:51:14	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DF64AE124B574E1A7A73B9D17C4156CF9103B321	AtSubmissionCreationDeviceId
At Submission Filing Device Id	DF64AE124B574E1A7A73B9D17C4156CF9103B321	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,413,422	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$53,053	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$53,053	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$32,919	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,195,125	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$20,134	TotalRevAndExpnssAmt
Total Net Invst Incm	$53,053	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$28,868	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$14,434	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$14,434	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,850	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,850	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$30,718	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$14,434	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$16,284	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$107,229	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$107,229	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$137,947	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$14,434	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$123,513	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$117,813	ExcessRevenueOverExpensesAmt
Net Investment Income	$38,619	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2	CashBOYAmt
Cash EOY	-$1	CashEOYAmt
Cash EOYFMV	-$1	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$91,427	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$42,109	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$42,109	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$355,927	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$339,757	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$330,776	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$623,912	CorporateStockBOYAmt
Corporate Stock EOY	$381,651	CorporateStockEOYAmt
Corporate Stock EOYFMV	$426,505	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$786,829	CorporateBondsBOYAmt
Corporate Bonds EOY	$848,335	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$837,264	CorporateBondsEOYFMVAmt
Other Investments BOY	$616,896	OtherInvestmentsBOYAmt
Other Investments EOY	$745,329	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$776,769	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,474,993	TotalAssetsBOYAmt
Total Assets EOY	$2,357,180	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,413,422	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$2,464,957	CapitalStockBOYAmt
Capital Stock EOY	$2,464,957	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$10,036	RetainedEarningBOYAmt
Retained Earning EOY	-$107,777	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,474,993	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,357,180	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,474,993	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,357,180	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,474,993	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$117,813	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,357,180	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,357,180	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (137 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-01-15	$99	$105	-$6	-$6
GOV NATL MORTGAGE ASSN	P	2015-04-16	2016-01-15	$138	$142	-$4	-$4
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-01-20	$71	$74	-$3	-$3
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-01-15	$159	$167	-$8	-$8
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-01-20	$236	$249	-$13	-$13
ACTIVISION BLIZZARD INC	P	2015-09-18	2016-01-28	$9,464	$8,700	$764	$764
ADVANSIX INC	P	2016-03-10	2016-10-20	$36	$32	$4	$4
AFLAC	P	2015-11-23	2016-02-11	$6,941	$8,188	-$1,247	-$1,247
ALLERGAN PLC	P	2015-11-12	2016-08-11	$10,920	$13,655	-$2,735	-$2,735
ALPHABET INC	P	2015-08-13	2016-06-09	$5,160	$4,807	$353	$353
AMAZON COM INC	P	2015-06-25	2016-02-11	$6,486	$5,726	$760	$760
AMERICAN CENTURY MID CAP	P	2015-12-08	2016-11-21	$6,173	$5,228	$945	$945
ANADARKO PETE CORP	P	2015-04-10	2016-01-11	$5,098	$12,406	-$7,308	-$7,308
APACHE CORP	P	2016-04-20	2016-09-19	$2,015	$1,918	$97	$97
APPLE INC	P	2016-02-11	2016-09-19	$10,537	$10,899	-$362	-$362
ARCONIC INC	P	2016-01-27	2016-10-13	$5,315	$6,587	-$1,272	-$1,272
BALL CORP	P	2016-04-20	2016-09-19	$2,348	$2,262	$86	$86
BANK NEW YORK MELLON	P	2015-11-23	2016-01-28	$7,079	$8,742	-$1,663	-$1,663
BARD C R INC	P	2016-04-20	2016-09-19	$2,212	$2,095	$117	$117
BERKSHIRE HATHAWAY INC	P	2016-04-27	2016-09-19	$5,783	$5,917	-$134	-$134
BHP BILLITON LTD	P	2016-04-20	2016-09-19	$2,130	$2,282	-$152	-$152
BROADCOM LTD	P	2016-08-11	2016-09-19	$1,705	$1,725	-$20	-$20
CARNIVAL CORP	P	2016-01-11	2016-04-27	$20,195	$21,835	-$1,640	-$1,640
CINTAS CORP	P	2015-02-23	2016-01-28	$9,565	$9,488	$77	$77
CISCO SYSTEMS INC	P	2016-08-11	2016-09-19	$2,790	$2,790	$0	$0
COMCAST CORP NEW	P	2016-08-11	2016-09-19	$2,629	$2,711	-$82	-$82
CONTINENTAL RECORCES INC	P	2016-04-20	2016-09-19	$2,571	$2,284	$287	$287
CUMMINS INC	P	2016-04-20	2016-09-19	$1,791	$1,753	$38	$38
DST SYSTEMS INV	P	2015-06-11	2016-01-11	$5,869	$6,747	-$878	-$878
EATON CPRO PLC ORD	P	2016-03-10	2016-09-19	$2,493	$2,377	$116	$116
ECOLAB INC	P	2015-10-16	2016-03-10	$5,774	$6,711	-$937	-$937
EDWARDS LIFESCIENCES CORP	P	2016-03-28	2016-09-19	$4,483	$3,477	$1,006	$1,006
EXPEDIA INC	P	2015-02-23	2016-01-28	$8,881	$8,418	$463	$463
EXXONMOBIL CORP	P	2016-01-22	2016-09-19	$5,133	$4,694	$439	$439
FED HOME LOAN MORT CORP	P	2015-03-31	2016-02-29	$50,326	$49,662	$664	$664
FIRST SOLAR INC	P	2016-01-11	2016-05-12	$7,926	$10,733	-$2,807	-$2,807
FISERV INC	P	2016-10-16	2016-09-15	$12,991	$11,945	$1,046	$1,046
FIVE BELOW INC	P	2016-07-14	2016-09-19	$1,214	$1,420	-$206	-$206
GENERAL ELECTRIC CO	P	2016-01-11	2016-06-08	$16,278	$15,816	$462	$462
GILEAD SCIENCES INC	P	2015-06-25	2016-06-08	$8,244	$10,555	-$2,311	-$2,311
HAIN CELESTIAL GROUP INC	P	2016-07-14	2016-11-21	$3,832	$5,245	-$1,413	-$1,413
HALLIBURTON CO	P	2016-04-27	2016-09-19	$2,442	$2,469	-$27	-$27
HONEYWELL INTERNATIONAL INC	P	2015-10-16	2016-09-19	$5,706	$4,848	$858	$858
INTERACTIVECORP	P	2015-02-23	2016-01-11	$4,537	$5,399	-$862	-$862
INTERCONTIENTAL EXCHANGE INC	P	2015-10-29	2016-04-08	$5,829	$6,565	-$736	-$736
ISHARES CORE S&P 500 ETF	P	2016-09-22	2016-11-21	$22,328	$22,174	$154	$154
JOHNSON & JOHNSON	P	2016-06-08	2016-09-19	$1,177	$1,159	$18	$18
JPMORGAN CHASE & CO	P	2015-05-05	2016-05-05	$916	$967	-$51	-$51
KIMCO REALTY CORP	P	2016-02-11	2016-10-13	$12,278	$11,367	$911	$911
KROGER CO	P	2016-01-11	2016-04-27	$5,447	$6,207	-$760	-$760
LILLY ELI & CO	P	2015-07-09	2016-03-28	$5,294	$6,565	-$1,271	-$1,271
LINCOLN NATL CORP	P	2016-04-27	2016-09-19	$2,416	$2,464	-$48	-$48
LOCKHEED MARTIN CORP	P	2016-01-11	2016-09-15	$13,133	$11,887	$1,246	$1,246
MASTERCARD INC-CLASS A	P	2015-03-12	2016-03-10	$1,735	$1,789	-$54	-$54
MCDONALDS CORP	P	2016-01-28	2016-08-24	$14,226	$14,446	-$220	-$220
MEDTRONIC PLC	P	2016-06-08	2016-12-09	$9,973	$11,027	-$1,054	-$1,054
MICROSOFT CORP	P	2016-09-15	2016-10-19	$2,874	$2,864	$10	$10
MONDELEZ INTERNATIONAL INC	P	2015-09-10	2016-05-05	$2,197	$2,116	$81	$81
MORGAN STANLEY CO	P	2016-08-24	2016-10-19	$3,733	$3,558	$175	$175
NATL OILWELL VARCO INC	P	2015-10-16	2016-02-11	$2,198	$3,345	-$1,147	-$1,147
NEWELL BRANDS INC	P	2016-05-12	2016-09-19	$2,560	$2,431	$129	$129
NEWFIELD EXPLORTION CO	P	2015-11-12	2016-01-11	$5,074	$6,690	-$1,616	-$1,616
NEXTERA ENERGY INC	P	2016-02-11	2016-09-19	$5,491	$5,048	$443	$443
NUCOR COPR	P	2016-04-20	2016-09-19	$1,836	$2,011	-$175	-$175
NVIDIA CORP	P	2015-12-01	2016-09-19	$4,405	$2,785	$1,620	$1,620
PAYCHEX INC	P	2016-02-11	2016-09-19	$4,755	$4,031	$724	$724
PAYPAL HOLDINGS INC	P	2015-10-29	2016-02-11	$13,673	$14,738	-$1,065	-$1,065
PEARTREE POLARISFOREIGN VALUE	P	2015-12-14	2016-05-05	$159	$158	$1	$1
PRINCIPAL MIDCAP CLASS I	P	2015-12-17	2016-05-18	$3,575	$3,496	$79	$79
PROCTOR & GAMBLE CO	P	2016-01-28	2016-09-19	$8,466	$7,995	$471	$471
PROGRESSIVE CORP OHIO	P	2015-09-18	2016-04-27	$18,925	$18,201	$724	$724
PUBLIC STORAGE	P	2015-09-03	2016-04-14	$17,249	$14,379	$2,870	$2,870
RAYTHEON CO	P	2016-01-11	2016-09-19	$4,670	$4,335	$335	$335
SALESFORCE.COM INC	P	2015-02-23	2016-02-11	$3,811	$4,156	-$345	-$345
SCHWAB CHARLES CORP	P	2015-11-12	2016-01-28	$10,032	$13,296	-$3,264	-$3,264
SOUTHERN CO	P	2016-02-11	2016-04-20	$12,715	$12,281	$434	$434
STARBUCKS CORP	P	2015-02-23	2016-02-11	$4,915	$4,205	$710	$710
SUNTRUST BANKS INC	P	2015-12-01	2016-01-11	$12,013	$13,621	-$1,608	-$1,608
TORTOISE ENERGY INFRASTRUCTURE	P	2015-03-16	2016-01-15	$9,580	$18,616	-$9,036	-$9,036
UNION PACIFIC CORP	P	2016-04-27	2016-09-19	$5,007	$4,917	$90	$90
US TRESURY NOTES	P	2016-01-29	2016-08-22	$20,006	$19,972	$34	$34
UNITEDHEALTH GROUP INC	P	2016-06-08	2016-09-19	$1,376	$1,404	-$28	-$28
US BANCORP DEL	P	2015-11-23	2016-04-08	$7,860	$8,770	-$910	-$910
VALE OVERSEAS LTD	P	2015-03-03	2016-01-22	$19,850	$20,786	-$936	-$936
WATERS CORP	P	2016-06-08	2016-12-09	$5,729	$5,590	$139	$139
WEYERHAEUSER CO	P	2016-03-28	2016-09-19	$5,072	$5,062	$10	$10
WHITEWAVE FOODS CO	P	2015-06-11	2016-01-11	$15,975	$19,447	-$3,472	-$3,472
WILLIAM BLAIR SMALL CAP VALUE	P	2015-12-17	2016-08-30	$205	$179	$26	$26
ZIMMER BIOMET HOLDING INC	P	2016-06-08	2016-11-21	$4,825	$5,397	-$572	-$572
ZIONS BANCORPORATION	P	2015-11-12	2016-01-11	$10,761	$13,398	-$2,637	-$2,637
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-06-15	$1,259	$1,328	-$69	-$69
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-07-15	$805	$831	-$26	-$26
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-04-20	$534	$554	-$20	-$20
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-07-15	$1,761	$1,851	-$90	-$90
GOV NATL MORTGAGE ASSN	P	2015-01-16	2016-08-20	$2,677	$2,830	-$153	-$153
VALE OVERSEAS LTD	P	2015-03-03	2016-09-23	$10,187	$10,132	$55	$55
ADVANSIX INC	P	2015-10-16	2016-10-20	$13	$10	$3	$3
ALLERGAN PLC	P	2015-11-12	2016-11-21	$3,815	$6,070	-$2,255	-$2,255
ALPHABET INC	P	2015-01-09	2016-03-10	$18,548	$13,802	$4,746	$4,746
AMAZON COM INC	P	2015-07-09	2016-09-19	$3,872	$2,193	$1,679	$1,679
AMERICAN CENTURY MID CAP	P	2013-12-06	2016-11-21	$63,232	$58,023	$5,209	$5,209
APPLE INC	P	2015-03-12	2016-06-08	$9,124	$12,118	-$2,994	-$2,994
BIOGEN INC	P	2015-03-12	2016-06-08	$5,132	$7,847	-$2,715	-$2,715
BRISTOL MYERS SQUIBB CO	P	2015-02-23	2016-05-05	$5,273	$5,643	-$370	-$370
CINTAS CORP	P	2015-01-09	2016-01-28	$6,238	$5,789	$449	$449
CLOROX CO DEL	P	2015-02-23	2016-04-27	$8,118	$7,104	$1,014	$1,014
COSTCO WHOLESALE CORP	P	2015-01-09	2016-09-19	$5,250	$5,032	$218	$218
DANAHER CORP DEL	P	2015-01-09	2016-09-19	$5,087	$4,419	$668	$668
DEVELOPED MARKETS INDEX FUND	P	2014-08-22	2016-11-21	$12,788	$14,810	-$2,022	-$2,022
EOG RESOURCES INC	P	2015-04-30	2016-09-19	$5,186	$5,463	-$277	-$277
EXPEDIA INC	P	2015-01-09	2016-01-28	$987	$880	$107	$107
FACEBOOK INC	P	2015-01-09	2016-05-05	$15,996	$10,201	$5,795	$5,795
FORTIVE CORP	P	2015-02-23	2016-08-11	$3,540	$2,860	$680	$680
HARTFORD FINANCIAL SERV GROUP	P	2015-02-23	2016-07-14	$17,280	$16,099	$1,181	$1,181
HOME DEPOT INC	P	2015-09-03	2016-10-26	$23,428	$21,280	$2,148	$2,148
INTERACTIVECORP	P	2015-01-09	2016-01-11	$2,836	$3,094	-$258	-$258
JPMORGAN CHASE & CO	P	2015-02-23	2016-04-08	$11,757	$11,931	-$174	-$174
KRAFT HEINZ CO	P	2015-04-10	2016-09-19	$3,832	$3,276	$556	$556
MAINSTAY ICAP INTERNATL FUND	P	2014-04-21	2016-04-19	$27,750	$31,185	-$3,435	-$3,435
MASTERCARD INC-CLASS A	P	2015-01-09	2016-03-10	$10,310	$10,121	$189	$189
MONDELEZ INTERNATIONAL INC	P	2015-09-10	2016-09-19	$2,793	$2,751	$42	$42
NVIDIA CORP	P	2015-12-01	2016-12-09	$3,204	$1,147	$2,057	$2,057
O'REILLY AUTOMOTIVE INC	P	2015-01-09	2016-02-11	$8,891	$6,703	$2,188	$2,188
PEARTREE POLARISFOREIGN VALUE	P	2015-01-12	2016-05-05	$36,732	$39,989	-$3,257	-$3,257
PEPSICO INC	P	2015-02-23	2016-11-21	$8,781	$8,307	$474	$474
PFIZER INC	P	2015-02-23	2016-03-28	$17,240	$18,862	-$1,622	-$1,622
PRINCIPAL MIDCAP CLASS I	P	2014-10-09	2016-05-18	$57,344	$56,155	$1,189	$1,189
SALESFORCE.COM INC	P	2015-03-12	2016-12-09	$9,162	$8,514	$648	$648
SOUTHWEST AIRLINES CO	P	2015-03-12	2016-08-11	$8,724	$10,305	-$1,581	-$1,581
STARBUCKS CORP	P	2015-03-12	2016-06-08	$7,447	$6,134	$1,313	$1,313
THERMO FISHER SCIENTIFIC INC	P	2015-02-23	2016-05-05	$3,676	$3,280	$396	$396
TORTOISE ENERGY INFRASTRUCTURE	P	2013-11-21	2016-01-15	$12,193	$27,021	-$14,828	-$14,828
WELLS FARGO & CO	P	2015-01-09	2016-05-05	$6,136	$6,956	-$820	-$820
WHITEWAVE FOODS CO	P	2015-07-09	2016-07-14	$4,198	$3,719	$479	$479
WILLIAM BLAIR SMALL CAP VALUE	P	2015-01-12	2016-08-30	$62,703	$58,579	$4,124	$4,124
BERIZON COMMUNICATIONS	P	2015-03-26	2016-04-04	$33,100	$33,668	-$568	-$568
Capital Gains Dividends	P			$4,087		$4,087	$4,087

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$32,919	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$67,623	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,461,956	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.027467	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$37,807	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,444,615	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.026171	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$25,830	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$547,584	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.047171	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,041	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$249,209	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.008190	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$12,013	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$248,205	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.048400	DistributionYr5Rt
Total Distribution	0.157399	TotalDistributionRt
Average Distribution	0.031480	AverageDistributionRt
Net Vl Noncharitable Assets	$2,398,036	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$75,490	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$386	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$75,876	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$123,513	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	$386	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$386	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$386	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$798	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$798	TotalPaymentsAndCreditsAmt
Overpayment	$412	OverpaymentAmt
Applied To ES Tax	$412	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	KS	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	UMB BANK	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	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

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	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAMELA GUDENKAUF
PO BOX 631	RUSSELL	KS	67665	TRUSTEE	0.00	$0	$0	$0
UMB BANK
1010 GRAND BLVD	KANSAS CITY	MO	64106	CORPORATE TRUSTEE	5.00	$28,868	$0	$0

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,345,643	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$88,911	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,434,554	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,434,554	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$36,518	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,398,036	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$119,902	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$119,902	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$386	TaxBasedOnInvestmentIncomeAmt
Total Tax	$386	TotalTaxAmt
Distributable Before Adj	$119,516	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$119,516	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$119,516	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$123,513	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$123,513	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$386	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$123,127	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$119,516	DistributableAsAdjustedAmt
Undistributed Income PY	$107,229	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$123,513	QualifyingDistributionsAmt
Applied To Year1	$107,229	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$16,284	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	$103,232	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
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	RUSSELL REGIONAL HOSPITAL CONTINUING EXCELLENCE PROJECT	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 SOUTH MAIN STREET	AddressLine1Txt
City	RUSSELL	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67665	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	HOSPITAL ADDITION COMPAIGN CONTRIBUTION	GrantOrContributionPurposeTxt
Amt	$107,229	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$107,229	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$53,053	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$32,919	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$20,134	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$20,134	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
8	INCOME USED TO PROVIDE GRANTS
4	INCOME USED TO PROVIDE GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,850	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,850	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	PURSUANT TO IRC SEC. 4942(h)(2)AND REG. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from tax year ending December 2011,$6,437	ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DOUBLELINE TOTAL RETURN BOND FUND	$70,100	$67,655
BUILD AMERICA BONDS INCOME	$39,857	$37,634
INVETMENT GRADE MUNI TRUST	$43,947	$42,526
METWEST UNCONSTAINED BOND FUND CLASS I	$65,244	$64,483
FIXED INCOME SECURITIES CORPORATE BONDS	$580,473	$575,627
RIVERPARK STRATEGIC INCOME	$48,714	$49,339

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	COMMON STOCK	StockNm
EOY Book Value	$381,651	EOYBookValueAmt
EOYFMV	$426,505	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$339,757	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$330,776	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD INSTITUTIONAL INDEX	AT COST	$85,637	$96,710
DEVELOPED MARKETS INDEX FUND	AT COST	$174,364	$166,767
ISHARE CORE S&P	AT COST	$174,559	$196,073
SEAFARER OVERSEAS GROWTH & INCOME FD	AT COST	$33,918	$35,414
EAGLE SMALL CAP GROWTH	AT COST	$18,016	$17,336
IVY INTERNTL CORE	AT COST	$95,785	$99,336
MFS MID CAP GROWTH	AT COST	$64,650	$64,699
NUANCE MID CAP VALUE	AT COST	$98,400	$100,434