KATHRYN L HYDE CHARITABLE TR 10-20-89: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN L HYDE CHARITABLE TR 10-20-89 (EIN 43-6364915)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-02-09
- IRS object ID
- 202620409349100817
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-09T15:01:21-06:00 | ReturnTs |
| Tax Period End | 2025-05-31 | 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 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436364915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE L HYDE CHARITABLE TRUST 10015300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | 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 | 2026-02-09 | 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 | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-02-09 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $4,632,937 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $73,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,801,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,634 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $12,581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $357,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $357,846 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,318 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,659 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,659 | 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 | $10,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,784 | 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 | $24,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,381 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,795 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,707,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,889,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,419,142 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $78,349 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,345 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $180,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,901,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,002,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,632,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,901,404 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,002,042 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,901,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,002,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,901,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,002,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,901,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $378 | OtherIncreasesAmt |
| Subtotal | $3,002,046 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,002,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 95. DISNEY WALT HOLDING CO | 2024-03-26 | 2024-06-13 | $9,467 | $11,436 | -$1,969 | -$1,969 | |
| 88. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-06-13 | $14,964 | $14,723 | $241 | $241 | |
| 101. NUCOR CORP | 2021-09-16 | 2024-06-13 | $15,544 | $11,197 | $4,347 | $4,347 | |
| 13. O'REILLY AUTOMOTIVE INC | 2012-08-21 | 2024-06-13 | $12,991 | $1,115 | $11,876 | $11,876 | |
| 234. PENTAIR PLC | 2023-07-13 | 2024-06-26 | $17,414 | $15,644 | $1,770 | $1,770 | |
| 25000. TARGET CORP 3.5% 01 JUL 2024 | 2020-07-23 | 2024-07-01 | $25,000 | $25,378 | -$378 | -$378 | |
| 550. CHIPOTLE MEXICAN GRILL INC | 2023-08-10 | 2024-07-30 | $28,931 | $20,305 | $8,626 | $8,626 | |
| 56. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-07-30 | $13,005 | $18,539 | -$5,534 | -$5,534 | |
| 331. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-07-30 | $22,184 | $24,256 | -$2,072 | -$2,072 | |
| 51. SYNOPSYS INC | 2023-10-12 | 2024-07-30 | $26,803 | $25,341 | $1,462 | $1,462 | |
| 163. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-07-30 | $11,823 | $16,013 | -$4,190 | -$4,190 | |
| 112. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-08-15 | $24,949 | $19,819 | $5,130 | $5,130 | |
| 39. MCKESSON HBOC INC | 2022-10-13 | 2024-08-15 | $21,301 | $13,821 | $7,480 | $7,480 | |
| 100. NUCOR CORP | 2021-09-22 | 2024-08-15 | $14,515 | $10,168 | $4,347 | $4,347 | |
| 33. INTUIT INC | 2019-01-11 | 2024-09-12 | $21,153 | $6,806 | $14,347 | $14,347 | |
| 23. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-09-12 | $11,844 | $13,058 | -$1,214 | -$1,214 | |
| 200. MERCK & CO. INC. | 2024-03-26 | 2024-09-12 | $23,056 | $25,124 | -$2,068 | -$2,068 | |
| 55. MICROSOFT CORP | 2023-04-13 | 2024-09-12 | $23,432 | $15,908 | $7,524 | $7,524 | |
| 900. ISHARES IBOXX HIGH YLD CORP | 2016-12-02 | 2024-09-16 | $71,822 | $76,860 | -$5,038 | -$5,038 | |
| 2700.145 NUANCE MID CAP VALUE-INST | 2019-03-19 | 2024-10-01 | $36,641 | $33,482 | $3,159 | $3,159 | |
| 351. BANK OF AMERICA CORP | 2024-04-11 | 2024-10-10 | $13,990 | $12,836 | $1,154 | $1,154 | |
| 33. INTUIT INC | 2019-01-11 | 2024-10-10 | $20,383 | $6,806 | $13,577 | $13,577 | |
| 130. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-10-10 | $21,479 | $21,749 | -$270 | -$270 | |
| 32. MCKESSON HBOC INC | 2023-10-12 | 2024-10-10 | $16,237 | $14,735 | $1,502 | $1,502 | |
| 30. MCKESSON HBOC INC | 2022-10-13 | 2024-10-10 | $15,222 | $10,631 | $4,591 | $4,591 | |
| 72. MICROSOFT CORP | 2023-04-13 | 2024-10-10 | $29,897 | $3,593 | $26,304 | $26,304 | |
| 118. PEPSICO INC | 2022-05-10 | 2024-10-10 | $20,312 | $20,397 | -$85 | -$85 | |
| 79. EXTRA SPACE STORAGE INC | 2024-08-15 | 2024-11-14 | $12,906 | $13,225 | -$319 | -$319 | |
| 34. LILLY ELI & COMPANY | 2022-05-10 | 2024-11-14 | $26,896 | $9,690 | $17,206 | $17,206 | |
| 222. PALANTIR TECHNOLOGIES INC-A | 2024-04-24 | 2024-11-14 | $13,219 | $5,642 | $7,577 | $7,577 | |
| 818. PFIZER INC | 2024-07-30 | 2024-11-14 | $21,435 | $25,656 | -$4,221 | -$4,221 | |
| 53. CHUBB LTD | 2024-03-26 | 2024-11-14 | $15,155 | $13,624 | $1,531 | $1,531 | |
| 25000. GENERAL DYNAMICS CORP 2.375% 15 NOV 2024 | 2020-07-23 | 2024-11-15 | $25,000 | $25,000 | |||
| 21. AXON ENTERPRISE INC | 2024-02-15 | 2024-12-06 | $14,488 | $5,723 | $8,765 | $8,765 | |
| 33. COSTCO WHOLESALE CORP | 2022-05-10 | 2024-12-06 | $32,786 | $4,509 | $28,277 | $28,277 | |
| 133. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-12-06 | $36,054 | $33,312 | $2,742 | $2,742 | |
| 163. WAL MART STORES INC | 2023-08-10 | 2024-12-06 | $15,607 | $8,705 | $6,902 | $6,902 | |
| 207. EXXON MOBIL CORP | 2024-04-11 | 2024-12-23 | $21,855 | $25,229 | -$3,374 | -$3,374 | |
| 157. IRON MOUNTAIN INC | 2024-05-09 | 2024-12-23 | $16,386 | $12,421 | $3,965 | $3,965 | |
| 17. LILLY ELI & COMPANY | 2022-03-17 | 2024-12-23 | $13,466 | $4,843 | $8,623 | $8,623 | |
| 200. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-12-23 | $16,072 | $5,035 | $11,037 | $11,037 | |
| 120. HARTFORD FINANCIAL SVCS GROUP INC | 2024-10-10 | 2025-01-13 | $12,847 | $13,953 | -$1,106 | -$1,106 | |
| 214. PALANTIR TECHNOLOGIES INC-A | 2024-06-13 | 2025-01-13 | $13,736 | $5,203 | $8,533 | $8,533 | |
| 93. CHUBB LTD | 2024-03-26 | 2025-01-13 | $24,242 | $23,455 | $787 | $787 | |
| 174. ARISTA NETWORKS INC | 2024-10-10 | 2025-01-29 | $19,011 | $17,783 | $1,228 | $1,228 | |
| 481. NEXTERA ENERGY INC | 2023-10-12 | 2025-01-29 | $34,099 | $22,631 | $11,468 | $11,468 | |
| 64. QUANTA SERVICES INC | 2021-03-18 | 2025-01-29 | $19,103 | $5,632 | $13,471 | $13,471 | |
| 83. EATON CORP PLC | 2024-10-10 | 2025-01-29 | $26,465 | $27,957 | -$1,492 | -$1,492 | |
| 25000. WELLS FARGO & COMPANY 3% 19 FEB 2025 | 2022-03-15 | 2025-02-19 | $25,000 | $25,000 | |||
| 206. ARISTA NETWORKS INC | 2024-06-25 | 2025-02-25 | $19,187 | $17,229 | $1,958 | $1,958 | |
| 47. AXON ENTERPRISE INC | 2024-02-15 | 2025-02-25 | $23,457 | $12,808 | $10,649 | $10,649 | |
| 160. BILL HOLDINGS INC | 2025-01-29 | 2025-02-25 | $8,584 | $15,405 | -$6,821 | -$6,821 | |
| 84. DECKERS OUTDOOR CORP | 2024-06-13 | 2025-02-25 | $12,025 | $14,406 | -$2,381 | -$2,381 | |
| 182. RAYMOND JAMES FINANCIAL INC | 2024-11-14 | 2025-02-25 | $27,296 | $29,154 | -$1,858 | -$1,858 | |
| 218. BLOCK INC | 2024-12-06 | 2025-02-25 | $13,792 | $21,461 | -$7,669 | -$7,669 | |
| 341. BAKER HUGHES CO | 2024-11-14 | 2025-03-12 | $14,501 | $14,675 | -$174 | -$174 | |
| 556. BANK OF NEW YORK MELLON CORP | 2025-01-29 | 2025-03-12 | $44,866 | $43,967 | $899 | $899 | |
| 308. BOSTON SCIENTIFIC CORP | 2025-01-29 | 2025-03-12 | $29,740 | $28,627 | $1,113 | $1,113 | |
| 1072. BRISTOL-MYERS SQUIBB CO | 2025-01-29 | 2025-03-12 | $64,155 | $62,590 | $1,565 | $1,565 | |
| 152. CINTAS CORP | 2023-05-11 | 2025-03-12 | $29,326 | $18,012 | $11,314 | $11,314 | |
| 386. CITIGROUP INC | 2025-01-29 | 2025-03-12 | $26,258 | $27,765 | -$1,507 | -$1,507 | |
| 234. EMERSON ELECTRIC CO | 2024-01-11 | 2025-03-12 | $26,037 | $22,190 | $3,847 | $3,847 | |
| 321. FORTINET INC | 2025-01-29 | 2025-03-12 | $31,433 | $28,998 | $2,435 | $2,435 | |
| 278. FOX CORP - CLASS A | 2025-02-25 | 2025-03-12 | $14,506 | $15,865 | -$1,359 | -$1,359 | |
| 28. GRAINGER W W INC | 2022-11-10 | 2025-03-12 | $27,297 | $17,002 | $10,295 | $10,295 | |
| 215. KKR & CO INC | 2024-07-30 | 2025-03-12 | $24,759 | $25,768 | -$1,009 | -$1,009 | |
| 554. KINDER MORGAN INC | 2024-12-23 | 2025-03-12 | $14,756 | $14,932 | -$176 | -$176 | |
| 259. MORGAN STANLEY DEAN WITTER & CO | 2020-12-04 | 2025-03-12 | $29,661 | $16,813 | $12,848 | $12,848 | |
| 366. NIKE INC CLASS B | 2025-02-25 | 2025-03-12 | $26,862 | $29,868 | -$3,006 | -$3,006 | |
| 176. PAYPAL HOLDINGS INC | 2024-10-10 | 2025-03-12 | $12,034 | $13,960 | -$1,926 | -$1,926 | |
| 184. PHILIP MORRIS INTERNATIONAL | 2025-02-25 | 2025-03-12 | $27,798 | $28,911 | -$1,113 | -$1,113 | |
| 50. QUANTA SERVICES INC | 2021-03-18 | 2025-03-12 | $12,473 | $4,400 | $8,073 | $8,073 | |
| 99. QUEST DIAGNOSTICS INC | 2024-12-06 | 2025-03-12 | $16,555 | $15,590 | $965 | $965 | |
| 40. SERVICENOW INC | 2023-05-11 | 2025-03-12 | $33,850 | $17,599 | $16,251 | $16,251 | |
| 49. SHERWIN-WILLIAMS CO | 2024-08-15 | 2025-03-12 | $17,163 | $17,511 | -$348 | -$348 | |
| 52. STRYKER CORP | 2024-02-15 | 2025-03-12 | $18,937 | $18,135 | $802 | $802 | |
| 108. T-MOBILE US INC | 2025-02-25 | 2025-03-12 | $27,504 | $29,169 | -$1,665 | -$1,665 | |
| 648. TRUIST FINANCIAL CORP | 2024-12-06 | 2025-03-12 | $25,851 | $30,328 | -$4,477 | -$4,477 | |
| 65. WASTE MANAGEMENT INC DEL | 2024-09-12 | 2025-03-12 | $14,508 | $13,523 | $985 | $985 | |
| 224. WELLS FARGO & CO | 2024-04-11 | 2025-03-12 | $15,483 | $12,768 | $2,715 | $2,715 | |
| 81. TRANE TECHNOLOGIES PLC | 2024-05-09 | 2025-03-12 | $27,563 | $26,956 | $607 | $607 | |
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,583 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,634 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,282 | SubtotalAmt |
| Subtitle A Tax | $23,163 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,648 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,648 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $4,648 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $47,318 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION MAINTAINS A PROPERTY LOCATED AT 1110 E. 13TH STREET - CARTHAGE, MO 64836. THIS PROPERTY IS USED BY THE NON-PROFIT GROUP "ARTCENTRAL" AS A GALLERY FOR LOCAL | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,264,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202,177 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,613,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,613,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,544,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,237 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $227,237 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,237 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,237 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,039 | 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 | $199,039 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $174,380 | 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 | $199,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $174,380 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,659 | 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 | $202,578 | 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 (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MISSOURI SOUTHERN FOUNDATION | ||||||||
| C/O ELIZABETH EBERT | 3950 NEWMAN RD | JOPLIN | MO | 648011595 | NONE | SO III FI | TUITION, FEES OR EXPENSES | $52,314 |
| CARTHAGE HUMANE SOCIETY | ||||||||
| C/O DEBORAH BELL | PO BOX 106 | CARTHAGE | MO | 64836 | NONE | PC | SUPPORT OF CHARITABLE | $17,438 |
| ST ANNS CATHOLIC SCHOOL | ||||||||
| C/O BONNIE SCHAEFFER | 1156 GRAND AVE | CARTHAGE | MO | 648362832 | NONE | PC | TUITION OR BOOKS OR | $17,438 |
| CEREBRAL PALSY OF TRI-COUNTY | ||||||||
| C/O CHRISTY GRAHAM | 1401 W AUSTIN ST | WEBB CITY | MO | 648701617 | NONE | PC | SUPPORT OF CHARITABLE | $17,438 |
| CARTHAGE PUBLIC LIBRARY | ||||||||
| C/O JULIE YOCKEY-DIRECTOR | 612 S GARRISON AVE | CARTHAGE | MO | 648361752 | NONE | PC | SUPPORT OF CHARITABLE | $17,438 |
| FATHER FLANIGAN'S BOYS' HOME | ||||||||
| C/O GIRLS AND BOYS TOWN ESTATE ADMIN | PO BOX 145 | BOYS TOWN | NE | 68010 | NONE | PC | SUPPORT OF CHARITABLE | $52,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,380 | 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 | $73,631 | 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 | $271,634 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTY INCOME | 10 | $12,318 |
| SEC 897 CAP GAIN | 1 | $263 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $357,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,846 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENT AND ROYALTY EXPENSES | $24,027 | $24,027 | $0 |
| OTHER EXPENSES | $354 | $354 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $12,318 | $12,318 |
| SEC 897 CAPITAL GAIN | $263 | $263 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $378 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $658 | $658 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,071 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,648 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $944 | $944 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $182 | $182 | $0 |