C & R SCHAUF FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- C & R SCHAUF FOUNDATION (EIN 75-3047191)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349100213
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T11:18:49-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742842755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | RUSSELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67665 | 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 | 753047191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & R SCHAUF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | %UMB BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&RS | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Preparation | 2026-05-11 | 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 | $2,883,974 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,916 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,916 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,140,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,621 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,514 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,257 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,257 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,428 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,457 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $447 | CashBOYAmt |
| Cash EOY | $515 | CashEOYAmt |
| Cash EOYFMV | $515 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,931 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $429,636 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $433,599 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $406,118 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $527,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $520,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,034,648 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $652,949 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $779,484 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $753,659 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $606,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $454,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $561,103 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,265,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,316,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,883,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,464,957 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,464,957 | CapitalStockEOYAmt |
| Retained Earning BOY | -$199,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$148,349 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,265,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,265,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,316,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,265,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,307 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,316,608 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (146 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | P | 2025-01-29 | 2025-08-25 | $777 | $769 | $8 | $8 |
| ARISTA NEWWORKS INC | P | 2024-06-25 | 2025-02-25 | $5,961 | $5,353 | $608 | $608 |
| CHEVRONTEXACO | P | 2021-05-13 | 2025-06-28 | $786 | $535 | $251 | $251 |
| META PLATFORMS INC | P | 2024-04-11 | 2025-05-15 | $3,867 | $3,135 | $732 | $732 |
| ISHARES INTERMEDIATE GOVERNM | P | 2025-02-12 | 2025-08-28 | $14,898 | $14,475 | $423 | $423 |
| MARSH & MCLENNAN CO | P | 2025-04-10 | 2025-08-14 | $5,375 | $5,940 | -$565 | -$565 |
| PARKER HANNIFIN CORP | P | 2023-06-15 | 2025-03-13 | $4,150 | $2,616 | $1,534 | $1,534 |
| SEI INVESTMENT CO | P | 2024-12-23 | 2025-03-13 | $4,404 | $5,071 | -$667 | -$667 |
| THERMO ELECTRON CORP | P | 1950-03-12 | 2025-08-28 | $480 | $128 | $352 | $352 |
| WASTE MANAGEMENT INC | P | 2025-03-13 | 2025-08-28 | $672 | $670 | $2 | $2 |
| ADOBE SYSTEMS INC | P | 2025-03-13 | 2025-06-05 | $5,826 | $5,312 | $514 | $514 |
| AUTOMATIC DATA PROCESSING INC | P | 2025-03-13 | 2025-08-28 | $606 | $582 | $24 | $24 |
| CINTAS CORP | P | 2023-05-11 | 2025-08-28 | $1,653 | $948 | $705 | $705 |
| META PLATFORMS INC | P | 2023-10-12 | 2025-06-05 | $10,289 | $6,654 | $3,635 | $3,635 |
| JP MORGAN CHASE | P | 2016-10-26 | 2025-08-28 | $2,095 | $484 | $1,611 | $1,611 |
| MARRIOTT INTERNATIONAL | P | 2017-11-06 | 2025-10-01 | $30,000 | $30,000 | ||
| PARKER HANNIFIN CORP | P | 2023-06-15 | 2025-08-28 | $1,527 | $747 | $780 | $780 |
| SALESFORCE INC | P | 2023-06-15 | 2025-04-10 | $2,021 | $1,701 | $320 | $320 |
| TRADEWEB MARKETS | P | 2025-04-10 | 2025-08-14 | $4,562 | $4,424 | $138 | $138 |
| WASTE MANGEMENT INC | P | 2017-05-18 | 2025-03-03 | $15,000 | $15,000 | ||
| ADOBE SYSTEMS INC | P | 2025-03-13 | 2025-08-28 | $344 | $379 | -$35 | -$35 |
| AUTOMATIC DATA PROCESSING INC | P | 2025-03-13 | 2025-11-13 | $7,379 | $8,446 | -$1,067 | -$1,067 |
| CITGROUP INC | P | 2024-05-09 | 2025-03-13 | $8,048 | $8,430 | -$382 | -$382 |
| META PLATFORMS INC | P | 2023-04-13 | 2025-08-28 | $2,248 | $765 | $1,483 | $1,483 |
| JOHNSON & JOHNSON | P | 2025-08-14 | 2025-08-28 | $342 | $351 | -$9 | -$9 |
| MARVELL TECHNOLOGY | P | 2025-08-14 | 2025-08-28 | $456 | $476 | -$20 | -$20 |
| PAYPAL HOLDINGS INC | P | 2024-10-10 | 2025-04-10 | $3,569 | $4,680 | -$1,111 | -$1,111 |
| SALES FORCE INC | P | 2025-01-29 | 2025-04-10 | $4,043 | $5,695 | -$1,652 | -$1,652 |
| TRIBUTARY SMALL COMP | P | 2024-12-12 | 2025-02-12 | $6,330 | $6,680 | -$350 | -$350 |
| WELLS FARGO | P | 2024-04-11 | 2025-08-28 | $483 | $342 | $141 | $141 |
| ADOBE SYSTMES INC | P | 2025-03-13 | 2025-09-11 | $2,801 | $3,035 | -$234 | -$234 |
| AXON ENTERPRISE INC | P | 2024-02-15 | 2025-02-25 | $7,486 | $4,088 | $3,398 | $3,398 |
| COCA COLA COMPANY | P | 2025-06-05 | 2025-08-28 | $341 | $355 | -$14 | -$14 |
| FIDELITY SM CAP INDX | P | 2025-02-12 | 2025-08-28 | $2,539 | $2,387 | $152 | $152 |
| KKR & CO INC | P | 2024-07-30 | 2025-03-13 | $8,123 | $8,989 | -$866 | -$866 |
| MASTERCARD INC | P | 2023-01-13 | 2025-08-28 | $1,180 | $753 | $427 | $427 |
| PHILIP MORRIS INTERNATIONAL | P | 2025-02-25 | 2025-08-28 | $653 | $628 | $25 | $25 |
| SALESFORCE INC | P | 2023-06-15 | 2025-08-28 | $254 | $213 | $41 | $41 |
| TRIBUTARY SMALL COMP | P | 2020-11-25 | 2025-02-12 | $64,146 | $60,932 | $3,214 | $3,214 |
| WELLTOWER INC | P | 2024-02-28 | 2025-05-15 | $4,108 | $2,567 | $1,541 | $1,541 |
| ADVANCED MICRO DEVICES INC | P | 2025-06-05 | 2025-08-28 | $496 | $348 | $148 | $148 |
| BAKER HUGHES CO | P | 2024-11-14 | 2025-04-10 | $4,628 | $5,466 | -$838 | -$838 |
| CONSTELLATION CENEGY | P | 2025-08-14 | 2025-08-28 | $949 | $985 | -$36 | -$36 |
| FIDELITY MID CAP INDX | P | 2023-11-29 | 2025-02-12 | $705 | $563 | $142 | $142 |
| KINDER MORGAN INC | P | 2024-12-23 | 2025-08-28 | $528 | $539 | -$11 | -$11 |
| METWEST UNCONSTR BD | P | 2017-12-29 | 2025-10-20 | $27,285 | $30,985 | -$3,700 | -$3,700 |
| PHILIP MORRIS INTERNATIONAL | P | 2025-02-25 | 2025-10-09 | $8,919 | $8,956 | -$37 | -$37 |
| SALESFORCE INC | P | 2023-06-15 | 2025-10-09 | $6,118 | $5,314 | $804 | $804 |
| TRUIST FINANCIAL CORP | P | 2024-01-14 | 2025-03-13 | $8,560 | $10,154 | -$1,594 | -$1,594 |
| WELLTOWER INC | P | 2024-07-30 | 2025-07-14 | $5,672 | $3,911 | $1,761 | $1,761 |
| ALPHABET INC | P | 2023-05-18 | 2025-08-28 | $3,171 | $1,845 | $1,326 | $1,326 |
| BANK OF NEW YORK MELLON CORP | P | 2025-01-29 | 2025-08-28 | $1,264 | $1,039 | $225 | $225 |
| COPART INC | P | 2024-06-13 | 2025-08-14 | $4,034 | $4,588 | -$554 | -$554 |
| FIDELLTIY MID CAP INDX | P | 2024-03-27 | 2025-08-28 | $25,836 | $22,649 | $3,187 | $3,187 |
| KINDER MORGAN INC | P | 2024-12-23 | 2025-11-13 | $4,624 | $4,636 | -$12 | -$12 |
| MICROSOFT CORP | P | 2023-11-09 | 2025-08-28 | $3,048 | $2,167 | $881 | $881 |
| PROCTER & HAMBLE CO | P | 2024-09-12 | 2025-08-28 | $621 | $696 | -$75 | -$75 |
| SERVICENOW INC | P | 2023-03-09 | 2025-04-10 | $4,683 | $2,649 | $2,034 | $2,034 |
| UBER TECHNOLOGIES INC | P | 2025-05-15 | 2025-08-28 | $757 | $721 | $36 | $36 |
| WELLTOWER INC | P | 2024-07-30 | 2025-08-28 | $666 | $447 | $219 | $219 |
| AMAZON COM INC | P | 2023-04-13 | 2025-03-13 | $9,861 | $5,221 | $4,640 | $4,640 |
| BERKSHIRE HATHAWAY INC | P | 2022-01-13 | 2025-05-15 | $7,626 | $4,860 | $2,766 | $2,766 |
| COPART INC | P | 2025-04-10 | 2025-08-14 | $4,644 | $5,781 | -$1,137 | -$1,137 |
| SEAFARER OVERSEAS GROWTH | P | 2021-02-23 | 2025-02-12 | $67,402 | $78,675 | -$11,273 | -$11,273 |
| LPL FINANCIAL HOLDINGS | P | 2024-12-06 | 2025-08-28 | $727 | $655 | $72 | $72 |
| MONSTER BEVERAGE | P | 2025-08-14 | 2025-08-28 | $301 | $320 | -$19 | -$19 |
| PGIM HIGH YIELD | P | 2025-02-12 | 2025-08-28 | $15,000 | $14,693 | $307 | $307 |
| SERVICENOW INC | P | 2023-03-09 | 2025-08-28 | $918 | $431 | $487 | $487 |
| UNITED HEALTH GROUP INC | P | 2024-08-15 | 2025-08-28 | $607 | $1,158 | -$551 | -$551 |
| EATON CORP | P | 2024-10-10 | 2025-01-29 | $8,609 | $9,095 | -$486 | -$486 |
| AMAZON COM INC | P | 2023-04-13 | 2025-06-05 | $8,975 | $4,402 | $4,573 | $4,573 |
| BERKSHIRE HATHAWAY INC | P | 2022-01-13 | 2025-08-28 | $1,495 | $965 | $530 | $530 |
| COSTCO WHOLESALES CORP | P | 2020-06-11 | 2025-08-28 | $946 | $302 | $644 | $644 |
| FORTINET INC | P | 2025-01-29 | 2025-08-28 | $544 | $696 | -$152 | -$152 |
| LPL FINANCIAL HOLDINGS | P | 2024-12-06 | 2025-09-11 | $6,879 | $6,551 | $328 | $328 |
| NETFLIX INC | P | 2022-12-15 | 2025-10-09 | $11,114 | $2,993 | $8,121 | $8,121 |
| QUANTA SERVICES | P | 2021-03-15 | 2025-01-29 | $6,268 | $1,857 | $4,411 | $4,411 |
| SHERWIN-WILLIAMS CO | P | 2024-08-15 | 2025-08-28 | $356 | $357 | -$1 | -$1 |
| VANGUARD EV MKT INDX | P | 2017-08-10 | 2025-02-12 | $159,669 | $119,280 | $40,389 | $40,389 |
| LINDE PLC | P | 2025-06-05 | 2025-08-28 | $482 | $471 | $11 | $11 |
| AMAZON COM INC | P | 2023-04-13 | 2025-08-28 | $2,306 | $1,024 | $1,282 | $1,282 |
| BILL HOLDINGS INC | P | 2025-01-29 | 2025-02-25 | $2,897 | $5,199 | -$2,302 | -$2,302 |
| COSTAR GROUP | P | 2025-08-14 | 2025-08-05 | $440 | $441 | -$1 | -$1 |
| GRAINGER | P | 2022-11-10 | 2025-08-28 | $1,003 | $607 | $396 | $396 |
| LAM RESEARCH CORP | P | 2025-05-15 | 2025-08-28 | $614 | $508 | $106 | $106 |
| NEXTERA ENERGY | P | 2023-10-12 | 2025-01-29 | $11,272 | $6,769 | $4,503 | $4,503 |
| QUANTA SERVICES | P | 2021-03-15 | 2025-03-13 | $4,008 | $1,415 | $2,593 | $2,593 |
| BLOCK INC | P | 2024-12-06 | 2025-02-25 | $4,618 | $7,186 | -$2,568 | -$2,568 |
| VANGUARD SML CAP INX | P | 2022-12-23 | 2025-02-12 | $48,012 | $36,132 | $11,880 | $11,880 |
| TRANE TECHNOLOGIES | P | 2024-05-09 | 2025-04-10 | $5,065 | $4,992 | $73 | $73 |
| AMERICAN WATER WORKS COM INC | P | 2025-04-10 | 2025-08-28 | $1,137 | $1,149 | -$12 | -$12 |
| BLACKSTONE INC | P | 2025-05-15 | 2025-08-28 | $680 | $587 | $93 | $93 |
| DANAHER CORP | P | 2015-03-12 | 2025-08-28 | $409 | $114 | $295 | $295 |
| GRAINGER | P | 2022-11-10 | 2025-10-09 | $8,723 | $5,465 | $3,258 | $3,258 |
| LILLY ELI & CO | P | 2022-02-10 | 2025-08-14 | $7,503 | $2,629 | $4,874 | $4,874 |
| NIKE INC CLASS B | P | 2025-02-25 | 2025-04-10 | $6,523 | $9,793 | -$3,270 | -$3,270 |
| QUEST DIAGNOSTICS | P | 2024-12-06 | 2025-08-25 | $527 | $472 | $55 | $55 |
| STRYKER CORP | P | 2024-02-15 | 2025-08-25 | $768 | $698 | $70 | $70 |
| VERISIGN INC | P | 2025-04-10 | 2025-08-28 | $1,081 | $969 | $112 | $112 |
| CHUBB LTD | P | 2024-03-26 | 2025-01-13 | $8,341 | $8,077 | $264 | $264 |
| AMERICAN WATER WORK S CO | P | 2025-04-10 | 2025-09-11 | $7,807 | $8,042 | -$235 | -$235 |
| BOSTON SCIENTIFIC CORP | P | 2025-01-29 | 2025-08-28 | $834 | $825 | $9 | $9 |
| DECKERS OUTDOOR CORP | P | 2024-06-13 | 2003-05-07 | $3,436 | $4,116 | -$680 | -$680 |
| HARTFORD FINANCIAL SVCS GROUP | P | 2024-10-10 | 2025-10-09 | $4,389 | $4,768 | -$379 | -$379 |
| LILLY ELI & CO | P | 2020-02-12 | 2025-08-28 | $730 | $239 | $491 | $491 |
| NVIDIA CORP | P | 2024-01-11 | 2025-08-28 | $4,314 | $1,320 | $2,994 | $2,994 |
| RAYMOND JAMES FINANCIAL | P | 2024-11-14 | 2025-02-25 | $9,149 | $9,772 | -$623 | -$623 |
| TJX COMPANIES | P | 2023-09-14 | 2025-08-28 | $675 | $469 | $206 | $206 |
| VERISNG INC | P | 2025-04-10 | 2012-11-13 | $10,294 | $9,934 | $360 | $360 |
| GARMIN LTD | P | 2025-03-13 | 2025-05-15 | $4,450 | $4,626 | -$176 | -$176 |
| AMPHENOL CORP CLASS A | P | 2025-05-15 | 2025-08-28 | $772 | $602 | $170 | $170 |
| BRISTOL MYERS SQUIBB CO | P | 2024-11-14 | 2025-05-15 | $9,635 | $12,443 | -$2,808 | -$2,808 |
| DISNEY WALT HOLDING CO | P | 2025-06-05 | 2025-08-28 | $468 | $451 | $17 | $17 |
| WELLTOWER OP | P | 2017-03-16 | 2025-06-02 | $10,000 | $10,000 | ||
| LOWE'S COS INC | P | 2017-10-16 | 2025-09-15 | $25,000 | $25,000 | ||
| O'REILLY AUTOMOTIVE INC | P | 2020-05-14 | 2025-08-28 | $926 | $237 | $689 | $689 |
| RTX CORP | P | 2025-03-13 | 2025-08-25 | $632 | $517 | $115 | $115 |
| T-MOBILE US INC | P | 2025-02-25 | 2025-08-25 | $744 | $810 | -$66 | -$66 |
| VISA INC CLASS A | P | 2023-01-13 | 2025-08-28 | $2,445 | $1,564 | $881 | $881 |
| APPLE COMPUTER INC | P | 2023-05-11 | 2025-04-10 | $14,632 | $13,745 | $887 | $887 |
| BRISTOL MYERS SQUIBB CO | P | 2024-11-14 | 2025-08-28 | $562 | $703 | -$141 | -$141 |
| EQT CORP | P | 2025-08-14 | 2025-08-28 | $409 | $414 | -$5 | -$5 |
| HOME DEPOT | P | 2024-10-10 | 2025-08-25 | $1,624 | $1,640 | -$16 | -$16 |
| MFS BLND RSRCH | P | 2025-02-12 | 2025-08-25 | $12,390 | $11,724 | $666 | $666 |
| ORACLE CORPORATION | P | 2024-09-12 | 2025-04-10 | $7,432 | $9,431 | -$1,999 | -$1,999 |
| RIVERPARK S/T | P | 2017-12-07 | 2025-10-20 | $33,774 | $34,018 | -$244 | -$244 |
| T-MOBILE US INC | P | 2025-02-25 | 2025-10-09 | $7,462 | $8,913 | -$1,451 | -$1,451 |
| VISA INC CLASS A | P | 2016-10-19 | 2025-09-11 | $10,611 | $3,971 | $6,640 | $6,640 |
| APPLE COMPUTER INC | P | 2024-03-26 | 2025-08-28 | $3,483 | $2,566 | $917 | $917 |
| BROADCOM INC | P | 2023-09-14 | 2025-08-28 | $1,538 | $436 | $1,102 | $1,102 |
| ECOLAB INC | P | 2025-03-13 | 2025-08-28 | $556 | $503 | $53 | $53 |
| INTUITIVE SURGICAL INC | P | 2023-08-10 | 2025-08-28 | $471 | $305 | $166 | $166 |
| MFS INSTL INTL EQUITY | P | 2022-11-01 | 2025-02-12 | $95,784 | $69,496 | $26,288 | $26,288 |
| PALANTIR TECHNOLOGIES | P | 2024-03-26 | 2025-01-13 | $5,135 | $1,932 | $3,203 | $3,203 |
| ROBINHOOD MARKETS | P | 2025-04-10 | 2025-08-25 | $505 | $201 | $304 | $304 |
| TESLA INC | P | 2024-12-06 | 2025-08-28 | $2,426 | $2,679 | -$253 | -$253 |
| VISA INC | P | 2019-05-03 | 2025-12-15 | $15,000 | $15,000 | ||
| ARISTA NEWTWORKS INC | P | 2024-06-25 | 2025-01-29 | $6,119 | $5,660 | $459 | $459 |
| CAUSEWAY EMERGING MKTS | P | 2025-02-12 | 2025-08-28 | $735 | $612 | $123 | $123 |
| EMERSON ELECTRIC CO | P | 2024-01-11 | 2025-03-13 | $8,740 | $7,586 | $1,154 | $1,154 |
| INVESCO S&P | P | 2025-02-12 | 2025-08-28 | $14,672 | $13,862 | $810 | $810 |
| MARSH & MCLENNAN CO | P | 2025-03-13 | 2025-05-15 | $7,260 | $7,338 | -$78 | -$78 |
| PALANTIR TECHNOLOGIES | P | 2024-06-13 | 2025-08-28 | $1,093 | $164 | $929 | $929 |
| ROLLINS INC | P | 2025-04-10 | 2025-08-28 | $782 | $753 | $29 | $29 |
| TEXAS PACIFIC LAND CORP | P | 2024-12-23 | 2025-08-14 | $3,662 | $4,550 | -$888 | -$888 |
| WALMAR TSTORES | P | 2024-02-15 | 2025-08-28 | $1,722 | $1,016 | $706 | $706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,621 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$15,923 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,528 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,528 | SubtotalAmt |
| Tax Based On Investment Income | $2,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,312 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,312 | TotalPaymentsAndCreditsAmt |
| Tax Due | $216 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA GUDENKAUF | ||||||||
| PO BOX 631 | RUSSELL | KS | 67665 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| UMB BANK | ||||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CORPORATE TR | 5.00 | $32,514 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,702,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,251 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,814,435 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,814,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,772,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,528 | TotalTaxAmt |
| Distributable Before Adj | $136,083 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $136,083 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $136,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,545 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,088 | UndistributedIncomePYAmt |
| Qualifying Distributions | $130,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,088 | AppliedToYear1Amt |
| Applied To Current Year | $18,457 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $117,626 | UndistributedIncomeCYAmt |
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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SMOKY HILL PUBLIC TELEVISION | ||||||
| PO BOX 9 | BUNKER HILL | KS | 67626 | PC | CHARITABLE CONTRIBUTION | $56,044 |
| RUSSELL REGIONAL HOSPITAL | ||||||
| 200 S MAIN ST | RUSSELL | KS | 67665 | PC | CHARITABLE CONTRIBUTION | $56,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,088 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,916 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $139,621 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $201,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,537 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME USED TO PROVIDE GRANTS |
| 4 | INCOME USED TO PROVIDE GRANTS |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD INTERMEDIATE BOND FUND | $113,237 | $113,996 |
| FIXED INCOME SECURITIES CORPORATE BO | $354,280 | $340,586 |
| ISHARES CORE US AGGREGATE | $50,060 | $45,545 |
| ISHARES IBOXX INVESTEMENT GRADE CO | $50,031 | $45,508 |
| ISHARES MBS ETF | $69,767 | $64,083 |
| METWEST UNCONSTAINED BOND FUND CLASS | ||
| RIVERPARK STRATEGIC INCOME | ||
| ISHARES INTERMEDIATE GOVERNMENT | $17,183 | $17,713 |
| PGIM HIGH YIELD FUND | $124,926 | $126,228 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $520,197 | EOYBookValueAmt |
| EOYFMV | $1,034,648 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $433,599 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $406,118 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD DEV MARK INDEX | AT COST | ||
| FIDELITY MID CAP INDEX | AT COST | $66,194 | $83,983 |
| MFS INSTITUTIONAL TRUST | AT COST | $58,888 | $86,678 |
| SEAFARER OVERSEAS GROWTH & INCOME FD | AT COST | $18,037 | $24,524 |
| TRIBUTARY SMALL CO INSTITUTIONAL | AT COST | $34,948 | $36,440 |
| VANGUARD 500 INDEX | AT COST | $67,726 | $95,520 |
| VANGUARD SMALL CAP INDEX | AT COST | ||
| INVESCO S&P MIDCAP QUALITY | AT COST | $21,090 | $21,815 |
| MFS BLENDED RESEARCH | AT COST | $59,420 | $60,422 |
| FIDELITY SMALL CAP | AT COST | $35,921 | $39,651 |
| FIDELITY INTERNATIONAL INDEX | AT COST | $73,286 | $86,805 |
| CAUSEWAY EMERGING MARKETS | AT COST | $19,372 | $25,265 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF ESTIMATED TAX | $2,312 | $2,312 |
| FOREIGN TAXES | $379 | $379 |
| 990-PF FEDERAL INCOME TAX | $737 | $737 |