E T WEBB TRU UA 23-0321-00-2 UNITED MO BK OF KC TTEE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- E T WEBB TRU UA 23-0321-00-2 UNITED MO BK OF KC TTEE (EIN 44-6006256)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202401299349103090
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T22:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446006256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB FBO CHARITY 10150500 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA PO BOX 415044 M/S 1020 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY KOWALCZYK | PreparerPersonNm |
| PTIN | P01387686 | PTIN |
| Phone | 3128795179 | PhoneNum |
| Preparation | 2024-04-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $95,931 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $61 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,364 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $682 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $682 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,021 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,250 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $80,930 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,681 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $86,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $86,445 | CapitalStockBOYAmt |
| Capital Stock EOY | $78,960 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59 | OtherIncreasesAmt |
| Subtotal | $78,962 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 28.877 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-01-13 | $632 | $562 | $70 | $70 | |
| 45.179 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-01-13 | $570 | $511 | $59 | $59 | |
| 15.287 PRINCIPAL BLUE CHIP-R6 | 2022-04-05 | 2023-01-13 | $459 | $552 | -$93 | -$93 | |
| .322 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2023-01-13 | $10 | $8 | $2 | $2 | |
| 1.99 VANGUARD INST INDEX-INST | 2020-11-03 | 2023-01-13 | $667 | $599 | $68 | $68 | |
| 6.023 TIAA-CREF EQUITY INDEX-INST | 2019-02-14 | 2023-01-30 | $172 | $121 | $51 | $51 | |
| 35.129 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-01-30 | $341 | $329 | $12 | $12 | |
| 29.377 VANGUARD DEV MKT INDX-ADM | 2021-03-04 | 2023-01-30 | $429 | $417 | $12 | $12 | |
| 7.702 BLACKROCK EQTY DVDND-K | 2023-01-13 | 2023-06-02 | $144 | $147 | -$3 | -$3 | |
| 280.559 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-06-02 | $5,244 | $5,920 | -$676 | -$676 | |
| 1561.496 VANGUARD TTL BD MKT IDX-ADM | 2023-01-13 | 2023-07-12 | $14,897 | $14,673 | $224 | $224 | |
| 266.471 VANGUARD TTL BD MKT IDX-ADM | 2022-10-07 | 2023-07-13 | $2,558 | $2,494 | $64 | $64 | |
| 38.772 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2023-11-08 | $818 | $803 | $15 | $15 | |
| 62.519 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-11-08 | $694 | $708 | -$14 | -$14 | |
| 1.7 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-12-15 | $40 | $33 | $7 | $7 | |
| 4.601 FIDELITY MID CAP INDX | 2023-11-08 | 2023-12-15 | $136 | $122 | $14 | $14 | |
| 12.35 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2023-12-15 | $153 | $186 | -$33 | -$33 | |
| 2. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2023-12-15 | $207 | $207 | |||
| 6. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2023-12-15 | $877 | $779 | $98 | $98 | |
| 17.255 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2023-12-15 | $566 | $508 | $58 | $58 | |
| 2.951 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2023-12-15 | $36 | $33 | $3 | $3 | |
| 42.92 PRINCIPAL BLUE CHIP-R6 | 2022-06-17 | 2023-12-15 | $1,667 | $1,136 | $531 | $531 | |
| 71.701 PGIM HIGH YIELD-R6 | 2022-10-07 | 2023-12-15 | $338 | $324 | $14 | $14 | |
| 7.329 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2023-12-15 | $214 | $232 | -$18 | -$18 | |
| 30.52 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2023-12-15 | $457 | $413 | $44 | $44 | |
| 7.43 VANGUARD INST INDEX-INST | 2022-06-17 | 2023-12-15 | $2,937 | $2,151 | $786 | $786 | |
| 1.332 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2023-12-15 | $135 | $138 | -$3 | -$3 | |
| 49.23 DODGE & COX INCOME-I | 2023-01-13 | 2023-12-20 | $620 | $619 | $1 | $1 | |
| 512.01 DODGE & COX INCOME-I | 2022-04-05 | 2023-12-20 | $6,446 | $6,797 | -$351 | -$351 | |
| 87.386 DOUBLELINE TTL RTRN BND-I | 2023-01-13 | 2023-12-20 | $773 | $790 | -$17 | -$17 | |
| 693.175 DOUBLELINE TTL RTRN BND-I | 2022-04-05 | 2023-12-20 | $6,135 | $7,631 | -$1,496 | -$1,496 | |
| 38.019 DOUBLELINE TTL RTRN BND-I | 2023-01-30 | 2023-12-20 | $336 | $344 | -$8 | -$8 | |
| 109.303 DOUBLELINE TTL RTRN BND-I | 2021-01-21 | 2023-12-20 | $967 | $1,204 | -$237 | -$237 | |
| 170.356 VANGUARD S/T BND INDX-ADM | 2023-07-13 | 2023-12-21 | $1,717 | $1,695 | $22 | $22 | |
| 82.708 VANGUARD INTRM BND IDX-ADM | 2023-07-13 | 2023-12-21 | $854 | $847 | $7 | $7 | |
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,364 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26 | TotalTaxAmt |
| Distributable Before Adj | $4,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,703 | 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 | $8,703 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,778 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $913 | 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 | $8,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,778 | AppliedToYear1Amt |
| Applied To Prior Years | $913 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,012 | 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 | $1,603 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Central United Methodist Church | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 S PENNSYLVANIA ST | AddressLine1Txt |
| City | Webb City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 648702226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT OF CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $8,021 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,021 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,146 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $59 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $275 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $22 | $22 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |