KURZ CHARITABLE TRUST & FOUNDATION 98-98-162493001: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KURZ CHARITABLE TRUST & FOUNDATION 98-98-162493001 (EIN 44-6010327)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-05
- IRS object ID
- 202640369349100539
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-05T22:01:22-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | 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 | 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 | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446010327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURZ CHARITABLE TRUST & FOUNDATION 10018300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KURZ | 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 | 2026-01-21 | 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 | 2026-01-21 | 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 | $469,574 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,623 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $45,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,057 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,571 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,286 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,286 | 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 | $514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,721 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,909 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $342,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $455,665 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $359,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $379,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $469,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $359,366 | CapitalStockBOYAmt |
| Capital Stock EOY | $379,391 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $379,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $379,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15 | OtherIncreasesAmt |
| Subtotal | $379,393 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $379,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 19.137 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-06-27 | 2025-01-08 | $224 | $231 | -$7 | -$7 | |
| 359.754 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-17 | 2025-01-08 | $4,220 | $4,510 | -$290 | -$290 | |
| 22. ISHARES INTERMEDIATE GOVERNM | 2024-03-13 | 2025-01-08 | $2,286 | $2,285 | $1 | $1 | |
| 359. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-08 | $37,307 | $37,124 | $183 | $183 | |
| 8.262 MFS INSTL INTL EQUITY FUND | 2024-12-17 | 2025-01-08 | $282 | $287 | -$5 | -$5 | |
| 265.674 MFS INSTL INTL EQUITY FUND | 2023-12-19 | 2025-01-08 | $9,065 | $7,861 | $1,204 | $1,204 | |
| 9.157 PRINCIPAL BLUE CHIP-R6 | 2024-12-27 | 2025-01-08 | $424 | $440 | -$16 | -$16 | |
| 208.003 PRINCIPAL BLUE CHIP-R6 | 2023-12-27 | 2025-01-08 | $9,635 | $5,012 | $4,623 | $4,623 | |
| 30.249 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-01-08 | $925 | $982 | -$57 | -$57 | |
| 264.343 TRIBUTARY SMALL COMP-INST+ | 2023-12-14 | 2025-01-08 | $8,084 | $7,524 | $560 | $560 | |
| 34.222 VANGUARD DEV MKT INDX-ADM | 2024-12-20 | 2025-01-08 | $531 | $531 | |||
| 1251.734 VANGUARD DEV MKT INDX-ADM | 2023-12-15 | 2025-01-08 | $19,427 | $15,554 | $3,873 | $3,873 | |
| .635 VANGUARD SML CAP INDX-ADM | 2024-12-23 | 2025-01-08 | $74 | $70 | $4 | $4 | |
| 56.209 VANGUARD SML CAP INDX-ADM | 2023-12-20 | 2025-01-08 | $6,516 | $5,572 | $944 | $944 | |
| 37.48 BAIRD INTERMEDIATE BOND-INST | 2025-02-26 | 2025-03-17 | $389 | $389 | |||
| 459.909 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-17 | $4,778 | $4,746 | $32 | $32 | |
| 132.00078 DODGE & COX INCOME-I | 2022-02-24 | 2025-03-17 | $1,672 | $1,782 | -$110 | -$110 | |
| 33.72322 DODGE & COX INCOME-I | 2022-02-24 | 2025-03-17 | $427 | $471 | -$44 | -$44 | |
| 71.954 FIDELITY MID CAP INDX | 2025-01-08 | 2025-03-17 | $2,369 | $2,447 | -$78 | -$78 | |
| 8. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-17 | $739 | $819 | -$80 | -$80 | |
| 115.032 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-17 | $1,593 | $1,866 | -$273 | -$273 | |
| 129.0414 PGIM HIGH YIELD-R6 | 2025-03-03 | 2025-03-17 | $618 | $624 | -$6 | -$6 | |
| 29.0906 PGIM HIGH YIELD-R6 | 2024-09-30 | 2025-03-17 | $139 | $140 | -$1 | -$1 | |
| 50.25 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-09-17 | $707 | $564 | $143 | $143 | |
| 18.918 FIDELITY INTL INDX | 2025-03-17 | 2025-09-17 | $1,127 | $1,005 | $122 | $122 | |
| 27.778 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-09-17 | $839 | $772 | $67 | $67 | |
| 38.472 FIDELITY MID CAP INDX | 2024-03-27 | 2025-09-17 | $1,422 | $1,247 | $175 | $175 | |
| 35.326 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-17 | 2025-09-17 | $512 | $427 | $85 | $85 | |
| 12. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-09-17 | $1,261 | $1,228 | $33 | $33 | |
| 14. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-09-17 | $2,683 | $2,401 | $282 | $282 | |
| 8.788 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-09-17 | $352 | $259 | $93 | $93 | |
| 3.424 TRIBUTARY SMALL COMP-INST+ | 2023-01-13 | 2025-09-17 | $104 | $96 | $8 | $8 | |
| 30.86 VANGUARD INST INDEX-INST | 2024-06-28 | 2025-09-17 | $16,601 | $8,579 | $8,022 | $8,022 | |
| 2.741 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-10-01 | $84 | $76 | $8 | $8 | |
| 164. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-10-01 | $32,132 | $21,967 | $10,165 | $10,165 | |
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,918 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $312 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $268 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $6,571 |
| CARL W KURZ CO ELKO PHOTO PRODUCTS | ||||||
| P O BOX 328 | KANSAS CITY | MO | 64141 | CO-TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $440,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $453,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $453,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $447,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $580 | TotalTaxAmt |
| Distributable Before Adj | $21,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,773 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,246 | 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 | $21,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,960 | 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 | $21,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,960 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,286 | 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 | $17,487 | 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)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HEART OF AMERICA FLYFISHERS | |||||||
| P O BOX 731 | MISSION | KS | 66201 | NONE | PC | CHARITABLE PURPOSES | $2,960 |
| CONSERVATION FEDERATION OF MISSOURI | |||||||
| 728 WEST MAIN STREET | JEFFERSON CITY | MO | 65101 | NONE | PC | CHARITABLE PURPOSES | $3,000 |
| MOKAN TROUT UNLIMITED | |||||||
| 7502 PARK ST | SHAWNEE | KS | 66216 | NONE | PC | CHARITABLE | $3,000 |
| UMKC FOUNDATION FBO KCUR | |||||||
| 4825 TROOST AVE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PC | FOR THE BENEFIT OF KCUR | $4,000 |
| FRONTLINE FLY FISHING | |||||||
| 11000 S PERDUE RD | GRAIN VALLEY | MO | 64029 | NONE | PC | CHARITABLE PURPOSES | $2,000 |
| CAPITAL HIGH SCHOOL | |||||||
| 100 VALLEY DRIVE | HALEA | MT | 59601 | NONE | PC | FOR THE BENEFIT OF FISH | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,960 | 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 | $12,434 | 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 | $32,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,057 | 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 | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $15 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $152 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $312 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $38 | $38 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |