WILLIAM T & FRANCES D GRANT CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T & FRANCES D GRANT CHARITABLE TRUST & FOUNDATION (EIN 44-6010325)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349101728
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T08:44:31-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFlynn & Bihuniak Chartered | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 Somerset Drive Ste 137 | AddressLine1Txt |
| City | Prairie Village | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446010325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T & FRANCES D GRANT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9138317999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SEARS | PersonNm |
| Person Title | VICE PRES/TRUST OFFC | PersonTitleTxt |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MERIDITH BIHUNIAK | PreparerPersonNm |
| PTIN | P00079749 | PTIN |
| Phone | 9136486828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,376,463 | 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 |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,509,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,074 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,767 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,307 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,764 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,588 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $176 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | -$376 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,371 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $23,621 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,184 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $1,635,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,916,634 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $34,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $33,274 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,798,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $180,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $180,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,991,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,096,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,376,463 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,991,027 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,096,315 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,991,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,096,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,991,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,096,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,991,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,512 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,096,539 | SubtotalAmt |
| Other Decreases | $224 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,096,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC | P | 2010-09-03 | 2014-07-15 | $16,380 | $16,115 | $265 | $265 |
| BP CAPITAL MARKETS PLC 3.625% | P | 2009-05-20 | 2014-05-08 | $50,000 | $50,000 | ||
| CATERPILLAR FINANCIAL SERVICES MTN 4.600 | P | 2009-06-08 | 2014-01-15 | $50,000 | $50,000 | ||
| GNMA POOL 573533 | P | 2002-01-24 | 2014-07-15 | $155 | $134 | $21 | $21 |
| GNMA DTD 12/1/02 5% | P | 2002-12-27 | 2014-07-21 | $1,399 | $1,134 | $265 | $265 |
| GNMA II 5.5% | P | 2006-05-09 | 2014-07-21 | $803 | $681 | $122 | $122 |
| GNMA DTD 03/01/05 5% | P | 2005-04-27 | 2014-07-15 | $1,677 | $1,558 | $119 | $119 |
| GNMA DTD 08/01/03 5.376% | P | 2006-09-25 | 2014-07-16 | $7,173 | $6,874 | $299 | $299 |
| SCOUT MID CAP FUND | P | 2011-06-24 | 2014-07-10 | $125,953 | $62,348 | $63,605 | $63,605 |
| SCOUT INTERNATIONAL FUND | P | 2011-06-24 | 2014-07-10 | $142,228 | $136,269 | $5,959 | $5,959 |
| UNITED STATES TREASURY NOTES | P | 2005-03-07 | 2014-02-18 | $175,000 | $175,000 | ||
| WAL MART STORES INC | P | 2009-09-08 | 2014-02-03 | $50,000 | $50,682 | -$682 | -$682 |
| SCOUT SMALL CAP FUND | P | 2008-11-19 | 2014-07-10 | $82,839 | $53,044 | $29,795 | $29,795 |
| GREAT PLAINS TR SHORT TRM SALES-SCH ATT | P | 2014-11-05 | 2014-11-26 | $6,907 | $6,419 | $488 | $488 |
| GREAT PLAINS TR LONG TRM SALES-SCH ATT | P | 2011-12-14 | 2014-12-20 | $799,196 | $712,264 | $86,932 | $86,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,188 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $488 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,721 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,375,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05924 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,701 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,323,027 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04077 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,266,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03280 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,843 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,187,529 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $206,081 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,096,674 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09829 | DistributionYr5Rt |
| Total Distribution | 0.25983 | TotalDistributionRt |
| Average Distribution | 0.05197 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,400,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,733 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,285 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,373 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,570 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,570 | SubtotalAmt |
| Tax Based On Investment Income | $4,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $264 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $264 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $4,310 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT PLAINS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9138317999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GREAT PLAINS TRUST COMPANY | ||||||
| 7700 SHAWNEE MISSION PARKWAY | OVERLAND PARK | KS | 66202 | Trustee | 1.00 | $9,180 |
| WILLIAM T GRANT II | ||||||
| PO BOX 419458 | KANSAS CITY | MO | 64141 | Trustee | 1.00 | $0 |
| UMB BANK NA | ||||||
| PO BOX 419692 | KANSAS CITY | MO | 64141 | Trustee | 2.00 | $13,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,022,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,436,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,436,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,400,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,570 | TotalTaxAmt |
| Distributable Before Adj | $115,447 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,447 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,373 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,373 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $123,373 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,447 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $102,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $23,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,515 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,373 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,926 | RemainingDistriFromCorpusAmt |
| Total Corpus | $133,441 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $102,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $23,014 | ExcessFromYear1Amt |
| Excess From Current Year | $7,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM T GRANT II | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF GREATER KANSAS C | |||||||
| 4001 BLUE PARKWAY SUITE 102 | KANSAS CITY | MO | 64130 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $2,500 |
| KANSAS CITY ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $2,850 |
| CHILDREN'S CTR FOR THE VISUALLY IMP | |||||||
| 3101 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 208 S LASALLE STREET SUITE 1500 | CHICAGO | IL | 60604 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $12,500 |
| LIFE SPACE COMM FDN AT CLARIDGE COU | |||||||
| 8101 MISSION ROAD | PRAIRIE VILLAGE | KS | 66208 | N/A | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $10,000 |
| FIRST TEE PAY IT FORWARD | |||||||
| 7501 BLUE RIVER ROAD | KANSAS CITY | MO | 64132 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $20,000 |
| AMERICAN RED CROSS | |||||||
| 211 WEST ARMOUR ROAD | KANSAS CITY | MO | 64111 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $1,500 |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| 6401 WORNALL TERRACE | KANSAS CITY | MO | 64113 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $5,000 |
| CROSSPOINT MINISTRIES | |||||||
| 3006 SOUTH 34TH STREET | KANSAS CITY | KS | 66106 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| KCPT | |||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| THE SALVATION ARMY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVA | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $12,500 |
| THE WILLIAMS FUND | |||||||
| PO BOX 414280 | KANSAS CITY | MO | 64141 | NONE | N/A | SUPPORT OF CHARITABLE ACTIVITIES | $48,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,999 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $251,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,224 | TotalIncomeProducingActyAmt |
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 | UMB BANK | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SWIFT ENERGY COMPANY 7.125% | $4,650 | $2,950 |
| AT&T GLOBAL NTS 2.50% | $30,236 | $30,324 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $18,633 | $22,510 |
| ABBVIE INC | $24,433 | $32,720 |
| ADOBE SYSTEMS INC | $7,492 | $14,540 |
| ADR BP AMOCO PLC | $27,006 | $22,872 |
| ADR DIAGEO PLC SPONSORED | $22,676 | $22,818 |
| ADR RIO TINTO PLC | $32,104 | $27,636 |
| ADR ROYAL DUTCH SHELL PLC A SHARES | $40,687 | $33,475 |
| ADR UNILEVER PLC | $44,450 | $40,480 |
| AFLAC INC | $8,272 | $12,218 |
| APACHE CORP | $8,993 | $6,267 |
| APPLE COMPUTER INC | $9,525 | $44,152 |
| AT&T INC | $47,499 | $47,026 |
| BAXTER INTL INC | $34,818 | $36,645 |
| BECTON DICKINSON & CO | $6,378 | $13,916 |
| BHP BILLITON LTC | $40,358 | $28,392 |
| CANADIAN OIL SANDS LTD | $20,980 | $8,958 |
| CATERPILLAR INC | $13,282 | $18,306 |
| CERNER CORP | $3,214 | $12,932 |
| CHEVRON CORP | $45,487 | $44,872 |
| CHUBB CORP | $29,258 | $41,388 |
| CINCINNATI FINANCIAL CORP | $48,085 | $51,830 |
| CISCO SYS INC | $39,144 | $41,723 |
| CME GROUP INC | $15,392 | $17,730 |
| COCA COLA CO | $13,635 | $16,888 |
| CONOCOPHILLIPS | $40,463 | $34,530 |
| COSTCO WHSL CORP | $15,843 | $28,350 |
| CUMMINS ENGINE CO INC | $28,745 | $28,834 |
| CVS HEALTH CORP | $8,213 | $19,262 |
| DANAHER CORP | $8,371 | $25,713 |
| DEERE & COMPANY | $5,721 | $8,847 |
| DISNEY | $7,820 | $28,257 |
| EXXON-MOBIL CORP | $65,180 | $64,715 |
| FORD MOTOR COMPANY | $16,638 | $15,500 |
| FRANKLIN RES INC | $7,672 | $11,074 |
| FREEPORT-MCMORAN COPPER & GOLD INC | $17,770 | $11,680 |
| GENERAL ELECTRIC COMPANY | $39,483 | $37,905 |
| GILEAD SCI INC | $6,529 | $28,278 |
| GLAXO SMITHKLINE | $49,581 | $42,740 |
| GOOGLE INC CL A | $6,534 | $10,613 |
| GOOGLE INC CL C | $6,517 | $10,528 |
| HALYARD HEALTH INC | $1,797 | $2,274 |
| HOLLYFRONTIER CORP | $31,732 | $26,236 |
| HOME DEPOT | $5,468 | $20,994 |
| ILLINOIS TOOL WORKS INC | $8,212 | $18,940 |
| INTEL CORP | $9,355 | $18,145 |
| INTERNATIONAL BUSINESS MACHINES CORP | $32,353 | $32,088 |
| KIMBERLY-CLARK CORP | $41,480 | $46,216 |
| KINDER MORGAN INC DEL | $37,062 | $42,310 |
| LIONS GATE ENTERTAINMENT | $16,361 | $16,010 |
| MARATHON OIL CORP | $20,683 | $14,145 |
| MCCORMICK & CO NON-VOTING | $12,424 | $22,290 |
| MCDONALDS CORP | $52,208 | $56,220 |
| MICROSOFT CORP | $8,766 | $9,290 |
| NORTHERN TR CORP | $13,299 | $13,480 |
| ORACLE CORP | $6,450 | $13,491 |
| PANERA BREAD CO CL A | $14,966 | $17,480 |
| PRAXAIR INC | $7,856 | $12,956 |
| PROCTER & GAMBLE CO | $46,226 | $54,654 |
| QUALCOMM INC | $32,663 | $37,165 |
| QUESTAR CORP | $45,420 | $50,560 |
| RAYTHEON CO | $10,656 | $21,634 |
| SCHLUMBERGER LTD | $9,322 | $8,541 |
| SUNCOR ENERGY INC | $40,078 | $31,780 |
| TARGET CORP | $18,228 | $22,773 |
| TJX COMPANIES INC | $10,533 | $41,148 |
| TORONTO DOMINION BANK | $2,541 | $4,778 |
| US BANCORP | $9,340 | $17,980 |
| VALERO ENERGY CORP | $3,441 | $9,900 |
| VERIZON COMMUNICATIONS | $39,685 | $37,424 |
| WALMART STORES INC | $68,841 | $77,292 |
| WASTE MANAGEMENT INC | $45,109 | $51,320 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,621 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,184 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BADGER HAWK II LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $180,000 | BookValueAmt |
| EOYFMV | $180,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHOOK, HARDY & BACON | CategoryTxt |
| Legal Fees | $1,764 | LegalFeesAmt |
| Net Investment Income | $1,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $176 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION TO INVESTMENT COST BASIS | Desc |
| Amt | $224 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2013 990-PF TAX REFUND | CategoryTxt |
| Amt | $376 | Amt |