DON AND PAT MORRISON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DON AND PAT MORRISON FOUNDATION (EIN 43-6931150)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349101501
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T08:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436931150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON AND PAT MORRISON FOUNDATION 13131900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 8888624045 | 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 | GEORGE FISCHER | PersonNm |
| Person Title | Executive Offic | PersonTitleTxt |
| Phone | 8888624045 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,192,300 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,725 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $96,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,558 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,135 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,135 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | 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 | $17,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,288 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $982,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $991,423 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,142,012 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,009,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,041,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,192,300 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,009,620 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,041,711 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,009,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,041,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,009,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,041,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,009,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23 | OtherIncreasesAmt |
| Subtotal | $1,041,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,041,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 44.93 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-01-15 | $45 | $45 | |||
| 25000. GOLDMAN SACHS GROUP INC 3.5% 23 JAN 2025 | 2021-03-10 | 2025-01-23 | $25,000 | $25,000 | |||
| 21.516 FIDELITY MID CAP INDX | 2023-11-09 | 2025-02-06 | $761 | $564 | $197 | $197 | |
| 24.216 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-04-29 | 2025-02-06 | $290 | $299 | -$9 | -$9 | |
| 1592.567 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-08 | 2025-02-06 | $19,095 | $21,977 | -$2,882 | -$2,882 | |
| 783.52 MFS INSTL INTL EQUITY FUND | 2023-02-09 | 2025-02-06 | $28,113 | $21,979 | $6,134 | $6,134 | |
| 717.072 PRINCIPAL BLUE CHIP-R6 | 2019-05-29 | 2025-02-06 | $34,599 | $17,375 | $17,224 | $17,224 | |
| 534.449 TRIBUTARY SMALL COMP-INST+ | 2023-02-09 | 2025-02-06 | $16,707 | $15,250 | $1,457 | $1,457 | |
| 2758.131 VANGUARD DEV MKT INDX-ADM | 2023-02-09 | 2025-02-06 | $44,875 | $38,575 | $6,300 | $6,300 | |
| 108.021 VANGUARD SML CAP INDX-ADM | 2023-02-09 | 2025-02-06 | $12,950 | $10,840 | $2,110 | $2,110 | |
| 50.5 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-02-18 | $51 | $51 | |||
| 25000. GENERAL MOTORS FINL CO 2.9% 26 FEB 2025 | 2023-08-17 | 2025-02-26 | $25,000 | $25,000 | |||
| 47.51 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-03-17 | $48 | $48 | |||
| 42.19 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-04-15 | $42 | $43 | -$1 | -$1 | |
| 101.196 FIDELITY MID CAP INDX | 2023-11-09 | 2025-04-28 | $3,250 | $2,654 | $596 | $596 | |
| 28. INVESCO S&P MIDCAP QUAL ETF | 2025-02-06 | 2025-04-28 | $2,548 | $2,838 | -$290 | -$290 | |
| 24.474 MFS BLND RESRCH M/C EQ-R6 | 2025-02-06 | 2025-04-28 | $325 | $365 | -$40 | -$40 | |
| 49.41 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-05-15 | $49 | $50 | -$1 | -$1 | |
| 25000. WELLTOWER OP LLC 4% 01 JUN 2025 | 2021-03-10 | 2025-06-02 | $25,000 | $25,000 | |||
| 40.76 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-06-16 | $41 | $41 | |||
| 57.06 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-07-15 | $57 | $58 | -$1 | -$1 | |
| 39.8 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-08-15 | $40 | $40 | |||
| 40.18 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-09-15 | $40 | $41 | -$1 | -$1 | |
| 25000. HOME DEPOT INC 3.35% 15 SEP 2025 | 2022-06-02 | 2025-09-15 | $25,000 | $25,000 | |||
| 16.395 CAUSEWAY EMERGING MKTS-INST | 2025-02-06 | 2025-10-01 | $231 | $180 | $51 | $51 | |
| 21.566 FIDELITY INTL INDX | 2025-04-28 | 2025-10-01 | $1,301 | $1,149 | $152 | $152 | |
| 57.036 FIDELITY SM CAP INDX PREM | 2025-02-06 | 2025-10-01 | $1,749 | $1,634 | $115 | $115 | |
| 51.063 FIDELITY MID CAP INDX | 2024-04-29 | 2025-10-01 | $1,899 | $1,599 | $300 | $300 | |
| 4. INVESCO S&P MIDCAP QUAL ETF | 2025-02-06 | 2025-10-01 | $421 | $405 | $16 | $16 | |
| 272. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2025-10-01 | $53,222 | $35,330 | $17,892 | $17,892 | |
| 102.893 MFS BLND RESRCH M/C EQ-R6 | 2025-02-06 | 2025-10-01 | $1,593 | $1,534 | $59 | $59 | |
| 10.977 MFS INSTL INTL EQUITY FUND | 2022-08-02 | 2025-10-01 | $444 | $306 | $138 | $138 | |
| 14.199 TRIBUTARY SMALL COMP-INST+ | 2023-02-09 | 2025-10-01 | $425 | $401 | $24 | $24 | |
| 19.206 VANGUARD INST INDEX-INST | 2019-03-01 | 2025-10-01 | $10,479 | $4,906 | $5,573 | $5,573 | |
| 38.58 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-10-15 | $39 | $39 | |||
| 2765. TCW METWEST UNCONSTR BND-I | 2022-06-01 | 2025-10-20 | $29,088 | $29,972 | -$884 | -$884 | |
| 2739. BAIRD INTERMEDIATE BOND-INST | 2025-10-20 | 2025-10-23 | $29,088 | $29,116 | -$28 | -$28 | |
| 47.661 BAIRD INTERMEDIATE BOND-INST | 2023-12-26 | 2025-10-23 | $506 | $492 | $14 | $14 | |
| 27.573 CAUSEWAY EMERGING MKTS-INST | 2025-02-06 | 2025-10-23 | $395 | $302 | $93 | $93 | |
| 17.165 FIDELITY INTL INDX | 2025-04-28 | 2025-10-23 | $1,044 | $914 | $130 | $130 | |
| 14.526 FIDELITY SM CAP INDX PREM | 2025-02-06 | 2025-10-23 | $453 | $416 | $37 | $37 | |
| 18.373 FIDELITY MID CAP INDX | 2024-04-29 | 2025-10-23 | $685 | $575 | $110 | $110 | |
| 20.33 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2020-09-02 | 2025-10-23 | $294 | $257 | $37 | $37 | |
| 1. INVESCO S&P MIDCAP QUAL ETF | 2025-02-06 | 2025-10-23 | $95 | $101 | -$6 | -$6 | |
| 4. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2025-10-23 | $775 | $520 | $255 | $255 | |
| 30. JPMORGAN US QUALITY FACTOR | 2025-10-01 | 2025-10-23 | $1,881 | $1,889 | -$8 | -$8 | |
| 31.846 MFS BLND RESRCH M/C EQ-R6 | 2025-02-06 | 2025-10-23 | $494 | $475 | $19 | $19 | |
| 22.275 MFS INSTL INTL EQUITY FUND | 2022-08-02 | 2025-10-23 | $903 | $621 | $282 | $282 | |
| 14.361 TRIBUTARY SMALL COMP-INST+ | 2023-02-09 | 2025-10-23 | $432 | $406 | $26 | $26 | |
| 15.602 VANGUARD INST INDEX-INST | 2019-03-01 | 2025-10-23 | $8,551 | $3,985 | $4,566 | $4,566 | |
| 25000. MICROSOFT CORP 3.125% 03 NOV 2025 | 2022-06-09 | 2025-11-03 | $25,000 | $24,960 | $40 | $40 | |
| 48.2 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-11-17 | $48 | $49 | -$1 | -$1 | |
| 39.17 FG C91404 3.5% 01 OCT 2031 | 2012-06-11 | 2025-12-15 | $39 | $40 | -$1 | -$1 | |
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,931 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,725 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,180 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,180 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $48 | 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 | 8888624045 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 NA | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,269 | 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 |
| 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 | $1,135,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,178,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,178,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,161,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,228 | TotalTaxAmt |
| Distributable Before Adj | $56,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,832 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,668 | 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 | $54,668 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,533 | 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 | $54,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,533 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,135 | 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 | $48,697 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WASHBURN ENDOWMENT ASSOCIATION | |||||||
| 1700 SW COLLEGE AVE | TOPEKA | KS | 66621 | NONE | PC | CHARITABLE PURPOSES | $15,511 |
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | NONE | PC | CHARITABLE PURPOSES | $15,511 |
| KU Endowment Association | |||||||
| PO BOX 928 | Lawrence | KS | 66044 | NONE | PC | CHARITABLE PURPOSES | $15,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,533 | 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 | $33,833 | 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 | $62,725 | 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 | $96,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,558 | 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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $20 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $409 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $169 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,011 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $66 | $66 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $33 | $33 | $0 |