Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
RALPH L SMITH FOUNDATION 139524
 
Number and street (or P.O. box number if mail is not delivered to street address)UMB BANK NA P O BOX 415044 M/S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641416692
A Employer identification number

44-6008508
B Telephone number (see instructions)

(816) 860-7711
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,917,108
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 210,658 210,658  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 655,322
b Gross sales price for all assets on line 6a 2,435,076
7 Capital gain net income (from Part IV, line 2)... 655,322
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 865,980 865,980  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,365 31,419   20,946
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 800 0 0 800
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 11,200     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 82,065 82,065    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,430 113,484 0 21,746
25 Contributions, gifts, grants paid....... 949,500 949,500
26 Total expenses and disbursements. Add lines 24 and 25 1,095,930 113,484 0 971,246
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -229,950
b Net investment income (if negative, enter -0-) 752,496
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 348,578 649,789 649,789
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,055,474 9,525,006 23,267,319
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,404,052 10,174,795 23,917,108
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,404,052 10,174,795
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,404,052 10,174,795
30 Total liabilities and net assets/fund balances (see instructions). 10,404,052 10,174,795
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,404,052
2
Enter amount from Part I, line 27a .....................
2
-229,950
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,876
4
Add lines 1, 2, and 3 ..........................
4
10,181,978
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,183
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,174,795
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 1750. BALCHEM CORPORATION   2012-12-27 2020-01-08
b 1466. BALCHEM CORPORATION   2012-12-27 2020-01-08
c 4000. TRUIST FINANCIAL CORPORATION   2012-12-27 2020-01-08
d 4000. TRUIST FINANCIAL CORPORATION   2013-06-14 2020-01-08
e 39944.4825 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-01-15
39944.4825 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-01-15
100000. WELLS FARGO & CO DTD 2/2/2015 2.150% SER N 1/30/2020   2019-01-30 2020-01-30
500. MICROSOFT CORP   2012-12-27 2020-01-31
38464.3 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5/   2012-12-28 2020-02-18
38464.3 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5/   2013-01-11 2020-02-18
3000. ISHARES FLOATING RATE NOTE   2013-06-14 2020-03-09
6309. ISHARES FLOATING RATE NOTE   2013-06-14 2020-03-09
36663.9025 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-03-16
36663.9025 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-03-16
2400. SMITH A O CORP   2016-03-23 2020-03-19
2000. SMITH A O CORP   2016-03-23 2020-03-19
500. DANAHER CORP   2012-12-27 2020-03-20
200. MICROSOFT CORP   2012-12-27 2020-03-20
1000. ALLEGIANT TRAVEL CO   2014-03-18 2020-04-06
700. ALLEGIANT TRAVEL CO   2014-06-17 2020-04-06
34701.8375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-04-15
34701.8375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-04-15
250000. AMGEN INC DTD 5/11/2017 2.200% 5/11/2020   2018-04-19 2020-05-11
250000. AMGEN INC DTD 5/11/2017 2.200% 5/11/2020   2018-04-19 2020-05-11
31034.74 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2012-12-28 2020-05-15
31034.74 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2013-01-11 2020-05-15
30227.5375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-06-15
30227.5375 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-06-15
29422.02 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2013-01-11 2020-07-15
29422.02 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2012-12-28 2020-07-15
250. RESMED INC   2012-12-27 2020-08-05
250. RESMED INC   2012-12-27 2020-08-05
28612.81 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2013-01-11 2020-08-17
28612.81 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2012-12-28 2020-08-17
27799.8925 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-09-15
27799.8925 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-09-15
26983.25 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2013-01-11 2020-10-15
26983.25 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000% 5   2012-12-28 2020-10-15
26162.8625 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-11-16
26162.8625 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-11-16
25338.7175 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2012-12-28 2020-12-15
25338.7175 GOVERNMENT NATIONAL MORTGAGE ASSN POOL DTD 5/1/2008 5.0000%   2013-01-11 2020-12-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 181,936   42,339 139,597
b 152,411   37,590 114,821
c 222,643   110,997 111,646
d 222,643   112,841 109,802
e 1,395     1,395
1,395   1,646 -251
100,000   100,000  
85,178   9,017 76,161
1,480   1,746 -266
1,480     1,480
149,621   151,990 -2,369
314,653   319,690 -5,037
1,800     1,800
1,800   2,123 -323
88,502   90,177 -1,675
73,752   75,148 -1,396
61,341   9,784 51,557
27,481   1,489 25,992
70,701   110,828 -40,127
49,491   78,138 -28,647
1,962   2,314 -352
1,962     1,962
250,000   250,000  
250,000   250,000  
3,667   4,325 -658
3,667     3,667
807   952 -145
807     807
806     806
806   950 -144
51,014   5,134 45,880
51,014   5,721 45,293
809     809
809   954 -145
813   959 -146
813     813
817     817
817   963 -146
820   967 -147
820     820
824   972 -148
824     824
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
      695
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       139,597
b       114,821
c       111,646
d       109,802
e       1,395
      -251
       
      76,161
      -266
      1,480
      -2,369
      -5,037
      1,800
      -323
      -1,675
      -1,396
      51,557
      25,992
      -40,127
      -28,647
      -352
      1,962
       
       
      -658
      3,667
      -145
      807
      806
      -144
      45,880
      45,293
      809
      -145
      -146
      813
      817
      -146
      -147
      820
      -148
      824
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 655,322
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 10,460
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,460
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,460
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,108
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,108
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,648
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,648 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletUMB BANK NA Telephone no.bullet (816) 860-7711

    Located atbullet1010 GRANDKANSAS CITYMO ZIP+4bullet64106
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    UMB BANK N A TRUSTEE
    20
    52,365    
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO64141
    PAUL N DOUTHAT CO UMB MANAGER
    1
    0    
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO64141
    NEIL T SMITH CO UMB MANAGER
    1
    0    
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO64141
    ELIZABETH SMITH CO UMB MANAGER
    1
    0    
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO64141
    NEIL T DOUTHAT CO UMB MANAGER
    1
    0    
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO64141
    SUZANNE D BIRKANS CO UMB MANAGER
    1
    0    
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO64141
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,914,756
    b
    Average of monthly cash balances.......................
    1b
    1,188,031
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,102,787
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,102,787
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    316,542
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,786,245
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,039,312
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,039,312
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,460
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,460
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,028,852
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,028,852
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,028,852
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    971,246
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    971,246
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    971,246
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,028,852
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 4,075
    e From 2019...... 38,436
    fTotal of lines 3a through e........ 42,511
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 971,246
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 971,246
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 42,511 42,511
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    15,095
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LORI FEEK - UMB N A
    PO BOX 415044 M/S 1020307
    KANSAS CITY,MO641416692
    (816) 860-7711
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF NO MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS- ATTACHMENTS TO BE DETERMINED UPON INITIAL TELEPHONE CALL
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND ELEEMOSYNARY PURPOSES FOR THE BENEFIT OF THE PUBLIC
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    YOUNG LIFE
    420 N CASCADE AVE
    COLORADO SPRINGS,CO80903
    NONE PC MIDDLE EAST/AFRICA MINISTRY 5,000
    NORTH COBB CHRISTIAN SCHOOL
    4500 EAGLE DR
    KENNESAW,GA30144
    NONE PC SUPPORT OF CHARITABLE 2,000
    THE ORME SCHOOL
    ATTN BRUCE SANBORN
    HC 63 BOX 3040
    ORME,AZ86333
    NONE PC SUPPORT OF CHARITABLE 80,000
    THE INVISIBLE THEATRE
    ATTN SUSAN CLASSEN
    1400 NORTH FIRST AVENUE
    TUCSON,AZ85719
    NONE PC SUPPORT OF CHARITABLE 11,667
    TIHAN
    ATTN SCOTT BLADES
    2660 N 1ST AVENUE
    TUCSON,AZ85719
    NONE PC SUPPORT OF CHARITABLE 10,000
    SAAF
    ATTN TRAVIS CRADDOCK
    375 SOUTH EUCLID AVENUE
    TUCSON,AZ85719
    NONE PC SUPPORT OF CHARITABLE 10,000
    TUCSON MUSEUM OF ART
    ATTN JEREMY MIKOLAJCZAK
    140 N MAIN AVE
    TUCSON,AZ85705
    NONE PC SUPPORT OF CHARITABLE 5,000
    THE INVISIBLE THEATRE
    ATTN SUSAN CLASSEN
    1400 NORTH FIRST AVENUE
    TUCSON,AZ85719
    NONE PC SUPPORT OF CHARITABLE 30,000
    TUCSON BOTANICAL GARDENS
    ATTN MARKLEIGH SWASON
    2150 N ALVERNON WAY
    TUCSON,AZ85712
    NONE PC SUPPORT OF CHARITABLE 5,000
    EMERGE CENTER AGAINST DOMESTIC ABUSE
    ATTN ED MERCURIO-SAKWA
    2545 E ADAMS ST
    TUCSON,AZ85716
    NONE PC SUPPORT OF CHARITABLE 20,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST ST
    LOS ANGELES,CA90058
    NONE PC SUPPORT OF CHARITABLE 20,000
    THE CENTER AT BLESSED SACRAMENT
    6636 SELMA AVE
    LOS ANGELES,CA90028
    NONE PC SUPPORT OF CHARITABLE 20,000
    UNION RESCUE MISSION
    545 S SAN PEDRO ST
    LOS ANGELES,CA90013
    NONE PC SUPPORT OF CHARITABLE 10,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012
    NONE PC SUPPORT OF CHARITABLE 10,000
    PRAGER UNIVERSITY FOUNDATION
    15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91403
    NONE PC SUPPORT OF CHARITABLE 10,000
    DIDI HIRSCH MENTAL HEALTH SERVICES
    4760 S SEPULVEDA BLVD
    CULVER CITY,CA90230
    NONE PC SUPPORT OF CHARITABLE 20,000
    BEN'S BELLS PROJECT
    ATTN KATIE KEVERSHAM
    40 W BROADWAY BLVD
    TUCSON,AZ85701
    NONE PC SUPPORT OF CHARITABLE 1,667
    GAMMA MU FOUNDATION
    POB 23520
    FORT FAUDRDALE,FL333073529
    NONE PC SUPPORT OF CHARITABLE 5,000
    THE LOFT CINEMA
    3233 E SPEEDWAY BLVD
    TUCSON,AZ85716
    NONE PC SUPPORT OF CHARITABLE 5,000
    GAMMA MU FOUNDATION
    POB 23520
    FORT FAUDRDALE,FL333073529
    NONE PC SUPPORT OF CHARITABLE 5,000
    BIG BROTHERS BIG SISTERS OF
    GREATER LOS ANGELES
    11755 WILSHIRE BLVD
    LOS ANGELES,CA90025
    NONE PC SUPPORT OF CHARITABLE 10,000
    ALZHEIMER'S GREATER LOS ANGELES
    4221 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE PC SUPPORT OF CHARITABLE 10,000
    CHILDREN'S HOSPITAL OF LOS ANGELES
    4650 SUNSET BLVD MS 29
    LOS ANGELES,CA90027
    NONE PC SUPPORT OF CHARITABLE 10,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601
    NONE PC SUPPORT OF CHARITABLE 5,000
    BOYS & GIRLS CLUBS OF SANTA MONICA
    1220 LINCOLN BLVD
    SANTA MONICA,CA90401
    NONE PC SUPPORT OF CHARITABLE 10,000
    STUDENTS RUN LA
    5252 CREBS AVE
    TARZANA,CA91356
    NONE PC SUPPORT OF CHARITABLE 20,000
    THE SISTERS OF ST LOUIS
    22300 MULHOLLAND DR
    WOODLAND HILLS,CA91364
    NONE PC SUPPORT OF CHARITABLE 15,000
    UCLA UNICAMP
    2131 JOHN WOODEN CENTER
    LOS ANGELES,CA90095
    NONE PC SUPPORT OF CHARITABLE 5,000
    WESTSIDE FOOD BANK
    1710 22ND ST
    SANTA MONICA,CA90404
    NONE PC SUPPORT OF CHARITABLE 20,000
    SAINT RAPHAEL CATHOLIC SCHOOL
    924 WEST 70TH ST
    LOS ANGELES,CA90044
    NONE PC SUPPORT OF CHARITABLE 20,000
    EMERGE CENTER AGAINST DOMESTIC ABUSE
    ATTN ED MERCURIO-SAKWA
    2545 E ADAMS ST
    TUCSON,AZ85716
    NONE PC SUPPORT OF CHARITABLE 1,667
    SAAF
    375 SOUTH EUCLID AVE
    TUCSON,AZ85719
    NONE PC SUPPORT OF CHARITABLE 1,667
    ARIZONA THEATER COMPANY
    PO BOX 1631
    TUCSON,AZ85702
    NONE PC SUPPORT OF CHARITABLE 5,000
    TUTWILER CLINIC INC
    205 ALMA ST
    TUTWILER,MO38963
    NONE PC SUPPORT OF CHARITABLE 5,000
    ACHILLES INTERNATIONAL INC
    42 WEST 38TH ST
    NEW YORK,NY10018
    NONE PC SUPPORT OF CHARITABLE 5,000
    TIHAN
    ATTN SCOTT BLADES
    2660 N 1ST AVENUE
    TUCSON,AZ85719
    NONE PC SUPPORT OF CHARITABLE 1,667
    BEN'S BELLS PROJECT
    ATTN KATIE KEVERSHAM
    40 W BROADWAY BLVD
    TUCSON,AZ85701
    NONE PC SUPPORT OF CHARITABLE 5,000
    THE LOFT CINEMA
    3233 E SPEEDWAY BLVD
    TUCSON,AZ85716
    NONE PC SUPPORT OF CHARITABLE 1,665
    KANSANS FOR LIFE
    PO BOX 4448
    OVERLAND PARK,KS66204
    NONE PC SUPPORT OF CHARITABLE 5,000
    YMCA AUGUSTA
    1058 CLAUSSEN RD
    AUGUSTA,GA30907
    NONE PC SUMMER LUNCH PROGRAM 5,000
    BISHOP MIEGE HIGH SCHOOL FOUNDATION
    5041 REINHARDT DR
    SHAWNEE MISSION,KS66206
    NONE PC SUPPORT OF CHARITABLE 5,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105
    NONE PC RLS ILLUMINATION DONOR 190,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    8701 LEEDS RD
    KANSAS CITY,MO64129
    NONE PC WEST COBB FCA 5,000
    CROHNS & COLITIS FOUNDATION
    120 BROADWAY STE 1050A
    NEW YORK,NY10271
    NONE PC SUPPORT OF CHARITABLE 15,000
    BISHOP MIEGE HIGH SCHOOL FOUNDATION
    5041 REINHARDT DRIVE
    ROELAND PARK,KS66205
    NONE PC IMPACT AFFILIATES FUND 5,000
    SAMARITAN'S FEET
    1836 CENTER PARK DR
    CHARLOTTE,NC28217
    NONE PC SUPPORT OF CHARITABLE 10,000
    EAST COBB THEATRICAL INC
    1826 MEADOWOOD DR
    MARIETTA,GA30062
    NONE PC SUPPORT OF CHARITABLE 5,000
    ALS ASSOCIATION OF GEORGIA
    5881 GLENRIDGE DRIVE 200
    ATLANTA,GA30328
    NONE PC SUPPORT OF CHARITABLE 30,000
    TRITT TIGER FOUNDATION
    4435 POST OAK TRITT RD
    MARIETTA,GA30062
    NONE PC SUPPORT OF CHARITABLE 3,000
    PICKETTS MILL ELEMENTARY
    6400 OLD STILESBORO RD NW
    ACWORTH,GA30101
    NONE PC SUPPORT OF CHARITABLE 500
    ALLATOONA HIGH SCHOOL
    3300 DALLAS ACWORTH HWY NW
    ACWORTH,GA30101
    NONE PC SUPPORT OF CHARITABLE 500
    BLUFORD HEALTHCARE LEADSHIP INSTITUTE
    7900 LEES SUMMIT RD
    KANSAS CITY,MO64139
    NONE PC SUPPORT OF CHARITABLE 5,000
    UNIVERSITY OF DENVER
    201 SOUTH UNIVERSITY BLVD
    DENVER,CO80208
    NONE PC SUPPORT OF CHARITABLE 2,500
    ALS-TDI
    480 ARSENAL ST SUITE 201
    WATERTOWN,MA02472
    NONE PC SUPPORT OF CHARITABLE 10,000
    THE FIRST TEE OF DENVER
    3181 E 23RD AVE
    DENVER,CO80205
    NONE PC SUPPORT OF CHARITABLE 10,000
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC SUPPORT OF CHARITABLE 5,000
    UNIVERSITY OF MISSOURI
    408 CORNELL HALL
    COLUMBIA,MO65211
    NONE PC SUPPORT OF CHARITABLE 1,000
    UNIVERSITY OF DENVER
    2101 SOUTH UNIVERSITY BLVD
    DENVER,CO80208
    NONE PC SUPPORT OF CHARITABLE 50,000
    UNBOUND
    1 ELMWOOD AVE
    KANSAS CITY,KS66103
    NONE PC SUPPORT OF CHARITABLE 2,000
    TMC BEHAVIORAL HEALTH SERVICES
    2310 HOLMES
    KANSAS CITY,MO64108
    NONE PC SUPPORT OF CHARITABLE 2,500
    TRUMAN MEDICAL CENTER CHARITABLE
    FOUNDATION
    2310 HOLMES
    KANSAS CITY,MO64108
    NONE PC SUPPORT OF CHARITABLE 2,500
    TLC FOR CHILDREN AND FAMILIES
    480 SOUTH ROGEERS RD
    OLATHE,KS66062
    NONE PC SUPPORT OF CHARITABLE 1,000
    ST ANN SCHOOL
    7231 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC SUPPORT OF CHARITABLE 1,000
    ST ANN CATHOLIC CHURCH
    7231 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC SUPPORT OF CHARITABLE 5,000
    POLICE FOUNDATION OF KANSAS CITY
    PO BOX 25198
    KANSAS CITY,MO64119
    NONE PC SUPPORT OF CHARITABLE 1,000
    THE PLAZA ACADEMY
    3930 BROADWAY BLVD
    KANSAS CITY,MO64111
    NONE PC SUPPORT OF CHARITABLE 3,000
    PEMBROKE HILL SCHOOL
    5121 STATE LINE ROAD
    KANSAS CITY,MO64112
    NONE PC SUPPORT OF CHARITABLE 1,000
    CORNERSTONES OF CARE
    421 EAST 137TH ST
    KANSAS CITY,MO64145
    NONE PC SUPPORT OF CHARITABLE 3,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109
    NONE PC SUPPORT OF CHARITABLE 5,000
    KC HEALTHY KIDS
    650 MINNESOTA AVE
    KANSAS CITY,KS66101
    NONE PC SUPPORT OF CHARITABLE 1,000
    KAUFFMAN CENTER FOR PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
    NONE PC SUPPORT OF CHARITABLE 2,000
    HARVESTER'S
    3801 TOPPING AVE
    KANSAS CITY,MO64129
    NONE PC SUPPORT OF CHARITABLE 3,000
    HABITAT FOR HUMANITY
    1423 EAST LINWOOD BLVD
    KANSAS CITY,MO64109
    NONE PC SUPPORT OF CHARITABLE 1,500
    EPEC INC
    5829 TROOST AVE SUITE B
    KANAS CITY,MO64110
    NONE PC SUPPORT OF CHARITABLE 2,500
    FRONT PORCH ALLIANCE
    3210 MICHIGAN
    KANSAS CITY,MO64109
    NONE PC SUPPORT OF CHARITABLE 2,500
    FAMILY PROMISE OF LAWRENCE
    905 TENNESSEE ST
    LAWRENCE,KS66044
    NONE PC SUPPORT OF CHARITABLE 7,500
    EVANS SCHOLARS FOUNDATION
    ONE BRIAR ROAD
    GOLF,IL60029
    NONE PC SUPPORT OF CHARITABLE 2,500
    DOMINICAN REPUBLIC RESEARCH PARTNERSHIP
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC SUPPORT OF CHARITABLE 2,000
    CRISTO REY KANSAS CITY
    211 LINWOOD BLVD
    KANSAS CITY,MO64111
    NONE PC SUPPORT OF CHARITABLE 2,500
    CHILDREN'S MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108
    NONE PC SUPPORT OF CHARITABLE 2,500
    CATHOLIC CHARITIES FOUNDATION OF
    NORTHEAST KANSAS
    9720 WEST 87TH ST
    OVERLAND PARK,KS66212
    NONE PC SUPPORT OF CHARITABLE 12,500
    BOYS AND GIRLS CLUBS OF GREATER KANSAS
    CITY
    4001 BLUE PARKWAY
    KANSAS CITY,MO64130
    NONE PC SUPPORT OF CHARITABLE 7,500
    CASA OF LOS ANGELES
    201 CENTRE PLAZA DR SUITE 1100
    MONTEREY PARK,CA91754
    NONE PC SUPPORT OF CHARITABLE 10,000
    ST ANN SCHOOL
    7231 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC SUPPORT OF CHARITABLE 20,000
    GREAT PLAINS SPCA
    5424 ANTIOCH DR
    MERRIAM,KS66202
    NONE PC SUPPORT OF CHARITABLE 1,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND ST
    NEW YORK,NY10168
    NONE PC SUPPORT OF CHARITABLE 2,000
    HOSPICE AND PALLIATIVE CARE SERVICES OF
    TOMPKINS COUNT INC
    172 EAST KING ROAD
    ITHACA,NY14850
    NONE PC SUPPORT OF CHARITABLE 2,000
    GREATER KC COMMUNITY FOUNDATION
    1055 BROADWAY BLVD
    KANSAS CITY,MO64105
    NONE PC SUPPORT OF CHARITABLE 2,000
    YMCA
    8205 W 108TH TERRACE
    OVERLAND PARK,KS66210
    NONE PC SUPPORT OF CHARITABLE 5,000
    TOGETHER RISING
    800 WEST BROAD ST 6409
    FALLS CHURCH,VA22040
    NONE PC SUPPORT OF CHARITABLE 2,000
    DUCHESNE CARITAS CLINIC
    636 TAUROMEE
    KANSAS CITY,KS66101
    NONE PC SUPPORT OF CHARITABLE 500
    WONDERSCOPE
    433 E RED BRIDGE ROAD
    KANSAS CITY,MO64131
    NONE PC SUPPORT OF CHARITABLE 1,000
    THE WOODSON CENTER
    1625 K STREET SUITE 410
    WASHINGTON DC,DC20006
    NONE PC SUPPORT OF CHARITABLE 2,500
    PEACHTREE PRESBYTERIAN PRE SCHOOL
    3434 ROSWELL RD NW
    ATLANTA,GA30305
    NONE PC SUPPORT OF CHARITABLE 1,000
    WESTMINISTER SCHOOL
    1424 WEST PLACES FERRY RD NW
    ATLANTA,GA30327
    NONE PC SUPPORT OF CHARITABLE 2,000
    THE ANVIL ACADEMY
    7681 CAMPGROUND RD
    CUMMING,GA30040
    NONE PC SUPPORT OF CHARITABLE 1,000
    KC SCHOLARS
    8080 WARD PARKWAY
    KANSAS CITY,KS64114
    NONE PC SUPPORT OF CHARITABLE 2,000
    AFTER THE RIBBON
    1152 LAURELWOOD RD
    COLUMBUS,GA31904
    NONE PC SUPPORT OF CHARITABLE 5,000
    I AM ALS
    1200 PENNSYLVANIA AVE
    WASHINGTON DC,DC20044
    NONE PC SUPPORT OF CHARITABLE 2,000
    COLORADO OUTDOOR EDUCATION CENTER
    PO BOX 167
    FLORISSANT,CO80816
    NONE PC SUPPORT OF CHARITABLE 2,500
    CHERRY CREEK HIGH SCHOOL
    9300 E UNION AVE
    GREENWOOD VILLAGE,CO80111
    NONE PC SUPPORT OF CHARITABLE 3,000
    ROARING FORK CONSERVANCY
    PO BOX 3349
    BASALT,CO81621
    NONE PC SUPPORT OF CHARITABLE 2,000
    ATLFAMILYMEAL INC
    684 JOHN WESLEY DOBBS AVE NE
    ATLANTA,GA30312
    NONE PC SUPPORT OF CHARITABLE 5,000
    Total .................................bullet 3a 949,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 210,658  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 655,322  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   865,980  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    865,980
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    RALPH L SMITH FOUNDATION 139524
    EIN:
    44-6008508
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 800     800

    TY 2020 OtherDecreasesSchedule
    Name:
    RALPH L SMITH FOUNDATION 139524
    EIN:
    44-6008508
    Description Amount
    MUTUAL FUND TIMING ADJUSTMENT 7,183


    TY 2020 OtherExpensesSchedule
    Name:
    RALPH L SMITH FOUNDATION 139524
    EIN:
    44-6008508
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CAPITAL INVESTMENT SERVICE 81,315 81,315   0
    ANNUAL MEMBERSHIP DUE 750 750   0


    TY 2020 OtherIncreasesSchedule
    Name:
    RALPH L SMITH FOUNDATION 139524
    EIN:
    44-6008508
    Description Amount
    ACCRETION OF BOND DISCOUNT 7,873
    ROUNDING 3


    TY 2020 TaxesSchedule
    Name:
    RALPH L SMITH FOUNDATION 139524
    EIN:
    44-6008508
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 11,200 0   0