ABE AND ANNA BOGRAD MEMORIAL TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ABE AND ANNA BOGRAD MEMORIAL TRUST (EIN 43-6509121)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-09
- IRS object ID
- 202522829349101202
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T10:01:21-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436509121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABE & ANNA BOGRAD MEMORIAL TRUST 10030800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOGR | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,250,112 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $129,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,649,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,702 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $310,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,253 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,751 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,502 | 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 | $9,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,004 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $203 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $88,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,816 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $635,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $487,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $487,874 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,421,187 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,519,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,762,238 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,057,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,007,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,250,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,057,125 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,007,214 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,057,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,007,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,057,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,007,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,057,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,373 | OtherIncreasesAmt |
| Subtotal | $5,007,214 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,007,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (190 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25000. TARGET CORP 3.5% 01 JUL 2024 | 2021-05-13 | 2024-07-01 | $25,000 | $25,000 | |||
| 75.53 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2024-07-15 | $76 | $76 | |||
| 58.93 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2024-07-15 | $59 | $59 | |||
| 972.83 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-07-25 | $973 | $876 | $97 | $97 | |
| 842.95 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-07-25 | $843 | $767 | $76 | $76 | |
| 148. EDWARDS LIFESCIENCES CORP | 2024-01-24 | 2024-07-31 | $9,256 | $11,124 | -$1,868 | -$1,868 | |
| 62.21 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2024-08-15 | $62 | $62 | |||
| 57.82 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2024-08-15 | $58 | $58 | |||
| 150000. US TREASURY NOTE/BOND 2.375% 15 AUG 2024 | 2016-09-28 | 2024-08-15 | $150,000 | $150,000 | |||
| 130. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-21 | $8,699 | $4,129 | $4,570 | $4,570 | |
| 54. BROADCOM INC | 2020-03-04 | 2024-08-21 | $8,900 | $1,636 | $7,264 | $7,264 | |
| 38. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-21 | $8,523 | $5,605 | $2,918 | $2,918 | |
| 998.94 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-08-26 | $999 | $899 | $100 | $100 | |
| 767.11 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-08-26 | $767 | $698 | $69 | $69 | |
| 134.18 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2024-09-16 | $134 | $134 | |||
| 56.73 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2024-09-16 | $57 | $57 | |||
| 92. CISCO SYSTEMS INC | 2023-12-26 | 2024-09-18 | $4,666 | $4,638 | $28 | $28 | |
| 130. CISCO SYSTEMS INC | 2023-08-18 | 2024-09-18 | $6,594 | $7,199 | -$605 | -$605 | |
| 26. INTUIT INC | 2011-10-19 | 2024-09-18 | $16,563 | $1,354 | $15,209 | $15,209 | |
| 15. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-09-18 | $8,057 | $8,937 | -$880 | -$880 | |
| 764.38 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-09-25 | $764 | $688 | $76 | $76 | |
| 778.83 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-09-25 | $779 | $709 | $70 | $70 | |
| 60.57 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2024-10-15 | $61 | $61 | |||
| 55.66 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2024-10-15 | $56 | $56 | |||
| 14. ADOBE SYSTEMS INC | 2024-02-21 | 2024-10-16 | $7,029 | $7,514 | -$485 | -$485 | |
| 13. INTUIT INC | 2011-10-19 | 2024-10-16 | $7,934 | $677 | $7,257 | $7,257 | |
| 50000. MORGAN STANLEY 3.7% 23 OCT 2024 | 2022-08-02 | 2024-10-23 | $50,000 | $50,000 | |||
| 769.55 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-10-25 | $770 | $693 | $77 | $77 | |
| 765.4 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-10-25 | $765 | $696 | $69 | $69 | |
| 58.09 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2024-11-15 | $58 | $58 | |||
| 54.61 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2024-11-15 | $55 | $55 | |||
| 57. ABBVIE INC | 2020-06-03 | 2024-11-20 | $9,546 | $5,190 | $4,356 | $4,356 | |
| 14. LILLY ELI & COMPANY | 2022-01-25 | 2024-11-20 | $10,560 | $3,351 | $7,209 | $7,209 | |
| 92. MERCK & CO. INC. | 2023-08-18 | 2024-11-20 | $8,977 | $10,063 | -$1,086 | -$1,086 | |
| 99. PEPSICO INC | 2013-09-06 | 2024-11-20 | $15,734 | $7,863 | $7,871 | $7,871 | |
| 878.55 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-11-25 | $879 | $791 | $88 | $88 | |
| 790.91 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-11-25 | $791 | $720 | $71 | $71 | |
| 10. COSTCO WHOLESALE CORP | 2011-10-13 | 2024-12-04 | $9,899 | $816 | $9,083 | $9,083 | |
| 18. LOCKHEED MARTIN CORP | 2024-02-21 | 2024-12-04 | $9,317 | $7,690 | $1,627 | $1,627 | |
| 97. WAL MART STORES INC | 2017-05-03 | 2024-12-04 | $9,144 | $2,451 | $6,693 | $6,693 | |
| 59.28 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2024-12-16 | $59 | $59 | |||
| 53.58 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2024-12-16 | $54 | $54 | |||
| 860.28 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2024-12-26 | $860 | $774 | $86 | $86 | |
| 752.3 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-12-26 | $752 | $684 | $68 | $68 | |
| 117.835 FIDELITY MID CAP INDX | 2023-11-08 | 2025-01-10 | $3,946 | $3,121 | $825 | $825 | |
| 2112.152 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-06-28 | 2025-01-10 | $24,269 | $25,620 | -$1,351 | -$1,351 | |
| 11313.3 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2025-01-10 | $129,990 | $157,708 | -$27,718 | -$27,718 | |
| 466.595 MFS INSTL INTL EQUITY FUND | 2024-06-28 | 2025-01-10 | $15,710 | $16,098 | -$388 | -$388 | |
| 5507.858 MFS INSTL INTL EQUITY FUND | 2023-05-22 | 2025-01-10 | $185,450 | $176,123 | $9,327 | $9,327 | |
| 620.289 TRIBUTARY SMALL COMP-INST+ | 2024-06-28 | 2025-01-10 | $18,671 | $18,863 | -$192 | -$192 | |
| 3540.454 TRIBUTARY SMALL COMP-INST+ | 2020-11-25 | 2025-01-10 | $106,568 | $101,363 | $5,205 | $5,205 | |
| 1430.284 VANGUARD DEV MKT INDX-ADM | 2024-06-28 | 2025-01-10 | $21,840 | $22,656 | -$816 | -$816 | |
| 20232.971 VANGUARD DEV MKT INDX-ADM | 2015-11-12 | 2025-01-10 | $308,957 | $249,305 | $59,652 | $59,652 | |
| 67.234 VANGUARD SML CAP INDX-ADM | 2024-06-28 | 2025-01-10 | $7,675 | $7,033 | $642 | $642 | |
| 754.667 VANGUARD SML CAP INDX-ADM | 2023-05-23 | 2025-01-10 | $86,145 | $76,589 | $9,556 | $9,556 | |
| 122. TRAVELERS COS INC/THE | 2020-10-07 | 2025-01-13 | $28,352 | $13,913 | $14,439 | $14,439 | |
| 58.36 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2025-01-15 | $58 | $58 | |||
| 52.57 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2025-01-15 | $53 | $53 | |||
| 756.43 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2025-01-27 | $756 | $698 | $58 | $58 | |
| 729.25 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-01-27 | $729 | $679 | $50 | $50 | |
| 140000. US TREASURY NOTE/BOND 1.375% 31 JAN 2025 | 2022-08-01 | 2025-01-31 | $140,000 | $140,000 | |||
| 79.41 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2025-02-18 | $79 | $79 | |||
| 51.57 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2025-02-18 | $52 | $52 | |||
| 708.11 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2025-02-25 | $708 | $654 | $54 | $54 | |
| 705.3 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-02-25 | $705 | $657 | $48 | $48 | |
| 60.43 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2025-03-17 | $60 | $60 | |||
| 50.59 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2025-03-17 | $51 | $51 | |||
| 41. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $6,360 | $7,569 | -$1,209 | -$1,209 | |
| 29. AUTODESK INC | 2024-11-20 | 2025-03-19 | $7,794 | $8,921 | -$1,127 | -$1,127 | |
| 38. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $8,203 | $9,625 | -$1,422 | -$1,422 | |
| 55. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $13,181 | $6,570 | $6,611 | $6,611 | |
| 16. PARKER HANNIFIN CORP | 2023-06-21 | 2025-03-19 | $10,079 | $6,004 | $4,075 | $4,075 | |
| 27. EATON CORP PLC | 2019-04-03 | 2025-03-19 | $7,966 | $2,181 | $5,785 | $5,785 | |
| 746.73 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2025-03-25 | $747 | $690 | $57 | $57 | |
| 700.52 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-03-25 | $701 | $653 | $48 | $48 | |
| 59.65 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2025-04-15 | $60 | $60 | |||
| 49.63 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2025-04-15 | $50 | $50 | |||
| 63. APPLE COMPUTER INC | 2023-06-21 | 2025-04-16 | $12,166 | $10,705 | $1,461 | $1,461 | |
| 104. PROLOGIS INC | 2023-05-17 | 2025-04-16 | $10,391 | $12,726 | -$2,335 | -$2,335 | |
| 10. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $12,717 | $14,265 | -$1,548 | -$1,548 | |
| 820.18 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2025-04-25 | $820 | $759 | $61 | $61 | |
| 786.31 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-04-25 | $786 | $734 | $52 | $52 | |
| 25000. TRUIST FINANCIAL CORP 4% 01 MAY 2025 | 2022-02-07 | 2025-05-01 | $25,000 | $25,000 | |||
| 99.75 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2025-05-15 | $100 | $100 | |||
| 48.68 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2025-05-15 | $49 | $49 | |||
| 77. ALPHABET INC | 2013-11-06 | 2025-05-21 | $13,007 | $1,966 | $11,041 | $11,041 | |
| 33. DANAHER CORP | 2024-08-21 | 2025-05-21 | $6,179 | $8,933 | -$2,754 | -$2,754 | |
| 45. DANAHER CORP | 2020-10-07 | 2025-05-21 | $8,426 | $8,828 | -$402 | -$402 | |
| 35. UNITEDHEALTH GROUP INC | 2011-10-13 | 2025-05-21 | $10,624 | $1,613 | $9,011 | $9,011 | |
| 708.78 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2025-05-27 | $709 | $656 | $53 | $53 | |
| 757.85 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-05-27 | $758 | $708 | $50 | $50 | |
| 54.39 FHR 4104 AJ 1.5% 15 SEP 2027 | 2012-09-26 | 2025-06-16 | $54 | $54 | |||
| 47.75 FHR 4142 AT 1.75% 15 DEC 2032 | 2013-05-16 | 2025-06-16 | $48 | $48 | |||
| 798.69 FN FS3215 1.5% 01 MAY 2032 | 2022-11-23 | 2025-06-25 | $799 | $740 | $59 | $59 | |
| 778.88 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-06-25 | $779 | $728 | $51 | $51 | |
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,984 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,555 | OverpaymentAmt |
| Applied To ES Tax | $2,555 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 2 | $57,253 |
| WENDY MARVIN LAW OFFICE LLC | ||||||
| 6731 W 121ST ST SUITE 206 | LEAWOOD | KS | 66209 | CO-TRUSTEE | 2 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,630,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $503,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,133,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,133,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,041,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,945 | TotalTaxAmt |
| Distributable Before Adj | $298,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,502 | 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 | $332,502 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,363 | 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 | $332,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,363 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,139 | 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 | $41,994 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| VILLAGE SHALOM | ||||||||
| 5500 WEST 123RD STREET | OVERLAND PARK | KS | 66209 | NONE | PC | FINANCIAL ASSISTANCE | $13,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | JET EXPRESS, HELP@HOME, JFS | $40,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 WEST 115TH STREET SUITE 201 | OVERLAND PARK | KS | 66211 | NONE | PC | ANNUAL SUPPORT & LEADERSHIP | $51,000 | %LISA SCHIFMAN |
| JEWISH COMMUNITY CENTER | ||||||||
| 5801 WEST 115TH STREET SUITE 101 | OVERLAND PARK | KS | 66209 | NONE | PC | VARIOUS PROGRAM FUNDING | $34,000 | % CINDY BODKER |
| HYMAN BRAND HEBREW ACADEMY | ||||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | ANNUAL CAMPAIGN | $12,000 | % KERRY COSNER |
| CORNERSTONES OF CARE | ||||||||
| 300 EAST 36TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | COVID-19 RELIEF | $20,000 | |
| KANSAS CITY REPERTORY THEATRE | ||||||||
| 4825 TROOST AVE STE 101 | KANSAS CITY | MO | 64110 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| HAPPY BOTTOMS | ||||||||
| 303 W 79TH STREET | KANSAS CITY | MO | 64114 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| PAWSPERITY INC | ||||||||
| 5805 TOOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| KAUFFMAN CENTER FOR THE PERFORMING ART | ||||||||
| 1601 BROADWAY BLVD | KANSAS CITY | MO | 64108 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| FRIENDS OF THE ZOO INC OF KC MO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | PC | FOR CHARITABLE PURPOSES | $25,000 | |
| NATIONAL WWI MUSEUM & MEMORIAL | ||||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| CHILDRENS MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,079 | 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 | $181,702 | 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 879 CAP GAIN | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $310,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,821 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $200 | $200 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $3 | $3 | $0 |
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 | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $7,370 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,145 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $6,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $742 | $742 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $262 | $262 | $0 |