SAM PRICE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAM PRICE FAMILY FOUNDATION (EIN 30-0086435)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202211199349100601
- Schema version
- 2021v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T14:18:27-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300086435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM PRICE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Barry Price | InCareOfNm |
| Business Name Control | SAMP | BusinessNameControlTxt |
| Foreign Phone | 9132366868 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12067 | AddressLine1Txt |
| City | SHAWNEE MSN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662822067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barry D Price | PersonNm |
| Person Title | Managing Trustee | PersonTitleTxt |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kimberly Zellmer | PreparerPersonNm |
| PTIN | P01218330 | PTIN |
| Phone | 9132366868 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,526,905 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $410,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410,695 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $155,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,410,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,395 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $229 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $566,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $566,090 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,261 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,630 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,630 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $30,534 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,267 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,267 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,563 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,281 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,281 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,640 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,640 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,240 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $456,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $322,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,744 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $4,345,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,456,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,587,222 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $666,641 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $526,223 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $481,472 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,999,557 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,976,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,207,467 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,334,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,210,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,526,905 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,334,489 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,210,301 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,334,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,210,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,334,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,210,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,334,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,188 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,210,301 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,210,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Public Traded Securities | PropertyDesc |
| Gross Sales Price | $1,410,861 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,255,466 | CostOrOtherBasisAmt |
| Gain Or Loss | $155,395 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $155,395 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,395 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,339 | SubtotalAmt |
| Tax Based On Investment Income | $6,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,739 | OriginalReturnTaxPaidAmt |
| Tax Due | $3,739 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimberly Zellmer Zellmer Law Firm | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132366868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 Somerset Drive | AddressLine1Txt |
| Address Line2 | Ste 208 | AddressLine2Txt |
| City | Prairie Village | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Barry D Price | ||||||||
| P O Box 12067 | Shawnee Mission | KS | 66282 | Managing Trustee | 4.00 | $55,261 | $0 | $0 |
| Peggy J Price | ||||||||
| P O Box 12067 | Shawnee Mission | KS | 66282 | Trustee | 0.00 | $0 | $0 | $0 |
| Donna Price | ||||||||
| P O Box 12067 | Shawnee Mission | KS | 66282 | Trustee | 0.00 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UBS Financial Services Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 Overbrook Rd | AddressLine1Txt |
| Address Line2 | Ste 300 | AddressLine2Txt |
| City | Leawood | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisor | ServiceTypeTxt |
| Compensation | $61,240 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,561,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,718,956 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,490,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,490,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,303,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $615,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $615,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,339 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $6,339 | TotalTaxAmt |
| Distributable Before Adj | $608,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $608,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $608,816 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,628 | 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 | $576,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $608,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $514,802 | 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 | $576,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $514,802 | AppliedToYear1Amt |
| Applied To Current Year | $61,826 | 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 | $546,990 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HillSprings Learning Center | ||||||||
| 437 Windchime Place | Colorado Springs | CO | 80919 | No Relationship | PC | Operational grant | $10,000 | |
| Institute for Jewish and Community | ||||||||
| 3198 Fulton St | San Francisco | CA | 94118 | No Relationship | PC | Program grant | $10,000 | |
| Kansas Public Radio | ||||||||
| 1120 W 11th Street | Lawrence | KS | 66044 | No Relationship | PC | Operational grant | $2,000 | |
| City Union Mission | ||||||||
| 1100 East 11th Street | Kansas City | MO | 64106 | No Relationship | PC | Operational grant | $10,000 | |
| Sharp HealthCare Foundation | ||||||||
| 8695 Spectrum Center Blvd | San Diego | CA | 92123 | No Relationship | PC | Program grant | $5,000 | |
| CitizenPowered Media | ||||||||
| 2930 Orion Drive | Colorado Springs | CO | 80906 | No Relationship | PC | Program grant | $6,780 | |
| Jewish Community Foundation | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | No Relationship | PC | Program grant | $80,000 | |
| YMCA of the Rockies | ||||||||
| 2515 Tunnel Road | Estes Park | CO | 80511 | No Relationship | PC | Program grant | $30,000 | |
| Congregation BNai Jehudah | ||||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | No Relationship | PC | Program grant | $100,000 | |
| Kansas City Hospice | ||||||||
| 1500 Meadow Lake Pkwy | Kansas City | MO | 64114 | No Relationship | PC | Operational grant | $5,000 | Ste 200 |
| KVC Behavorial HealthCare Inc | ||||||||
| 21350 W 153rd Street | Olathe | KS | 66061 | No Relationship | PC | Program grant | $10,000 | |
| Childrens Therapy Group Foundation | ||||||||
| 7620 Metcalf | Overland Park | KS | 66204 | No Relationship | PC | Program grant | $2,000 | Ste M |
| Scripps Health Foundation | ||||||||
| 4275 Campus Point Court | San Diego | CA | 92121 | No Relationship | PC | Operational grant | $10,000 | |
| American Cancer Society | ||||||||
| 1100 Pennsylvania Ave | Kansas City | MO | 64105 | No Relationship | PC | Program grant | $5,000 | |
| Jewish Family Services | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | No Relationship | PC | Program grant | $10,000 | Ste 103 |
| American Heart Association | ||||||||
| 6800 W 93rd Street | Overland Park | KS | 66212 | No Relationship | PC | Operational grant | $5,000 | |
| KSDS Inc | ||||||||
| 124 W 7th Street | Washington | KS | 66968 | No Relationship | PC | Program grant | $15,000 | |
| Ronald McDonald House | ||||||||
| 2502 Cherry Street | Kansas City | MO | 64108 | No Relationship | PC | Operational grant | $5,000 | |
| Harvesters | ||||||||
| 3801 Topping Ave | Kansas City | MO | 64129 | No Relationship | PC | Operational grant | $20,000 | |
| Childrens Mercy Hospital Foundation | ||||||||
| 2401 Gillham Rd | Kansas City | MO | 64108 | No Relationship | PC | Operational grant | $10,000 | |
| Gift of Life Inc | ||||||||
| 6405 Metcalf Ave | Overland Park | KS | 66202 | No Relationship | PC | Program grant | $15,000 | Ste 109 |
| Colorado Springs Fine Arts Center | ||||||||
| 30 W Dale Street | Colorado Springs | CO | 80903 | No Relationship | PC | Program grant | $14,600 | |
| Down Syndrome Guild | ||||||||
| 5960 Dearborn Street | Mission | KS | 66202 | No Relationship | PC | Program grant | $10,000 | Ste 100 |
| Wonderscope Childrens Museum | ||||||||
| 5700 King Street | Shawnee | KS | 66203 | No Relationship | PC | Operational grant | $5,000 | |
| Gunnison Underdog Rescue | ||||||||
| 406 Sierra Vista Way | Gunnison | CO | 81230 | No Relationship | PC | Operational grant | $20,000 | |
| Humane Society of Greater KC | ||||||||
| 5445 Parallel Pkwy | Kansas City | KS | 66104 | No Relationship | PC | Operational grant | $5,000 | |
| Overland Park Police Officers Fdn | ||||||||
| P O Box 25811 | Overland Park | KS | 66225 | No Relationship | PC | Program grant | $2,000 | |
| Unity Spiritual Center | ||||||||
| 1945 Mesa Rd | Colorado Springs | CO | 80904 | No Relationship | PC | Program grant | $7,345 | |
| Wayside Waifs Inc | ||||||||
| 901 Martha Truman Rd | Kansas City | MO | 64137 | No Relationship | PC | Operational grant | $5,000 | |
| Imperial Valley Desert Museum | ||||||||
| 11 Frontage Rd | Ocotillo | CA | 92259 | No Relationship | PC | Operational grant | $5,000 | |
| The Cystic Fibrosis Foundation | ||||||||
| 2405 Grand Blvd | Kansas City | MO | 64108 | No Relationship | PC | Operational grant | $10,000 | Ste 520 |
| Manitou Music Foundation | ||||||||
| P O Box 408 | Manitou Springs | CO | 80829 | No Relationship | PC | Program grant | $7,275 | |
| Kansas City Symphony | ||||||||
| 1644 Wyandotte Street | Kansas City | MO | 64108 | No Relationship | PC | Operational grant | $5,000 | |
| Colorado Feline Foster Rescue | ||||||||
| 5377 Tiger Bend Lane | Morrison | CO | 80465 | No Relationship | PC | Program grant | $6,300 | |
| BLOC Life Inc | ||||||||
| 2540 W Pennway St | Kansas City | MO | 64108 | No Relationship | PC | Program grant | $25,000 | |
| JCCC Ranch Camp | ||||||||
| 350 South Dahlia Street | Denver | CO | 80246 | No Relationship | PC | Program grant | $20,000 | |
| Save the Giants | ||||||||
| PO Box 182 | Elsworth | KS | 67439 | No Relationship | PC | Operational grant | $5,000 | |
| California Schools VEBA | ||||||||
| 8885 Rio San Diego Drive Ste 300 | San Diego | CA | 92108 | No Relationship | PC | Program grant | $7,850 | |
| Rocky Mountain Highway Music Collab | ||||||||
| PO Box 38943 | Colorado Springs | CO | 80937 | No Relationship | PC | Program grant | $4,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,395 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| Securities litigation settlement check | $0 | 1 | $229 | $0 |
| $0 | $0 | $0 | ||
| $0 | $0 | $0 | ||
| $0 | $0 | $0 | ||
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $566,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $566,319 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds | $315,606 | $267,625 |
| Bond Mutual Funds | $210,617 | $213,847 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stock | $2,429,582 | $4,882,078 |
| Mutual Funds | $1,994,685 | $2,700,489 |
| Other Equity Investments | $32,600 | $4,655 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Unit Investment Trusts | $349,705 | $390,779 |
| Annuities | $1,938,489 | $3,964,546 |
| Other Mutual Funds | $688,273 | $852,142 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Preparation of 990PF and legal advice regarding foundation | CategoryTxt |
| Legal Fees | $2,640 | LegalFeesAmt |
| Net Investment Income | $2,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Share of securities litigation settlement | Desc |
| Revenue And Expenses Per Books | $229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fee to UBS | CategoryTxt |
| Amt | $61,240 | Amt |
| Net Investment Income | $61,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2020 Excise Tax Due with return | $1,219 | $0 | $0 | $0 |
| 2021 Estimated Excise Tax Payments | $2,600 | $0 | $0 | $0 |
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