LESTER R BIRBECK CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LESTER R BIRBECK CHARITABLE TRUST (EIN 43-1725748)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202431239349102058
- 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 | 2024-05-02T17:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431725748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESTER R BIRBECK CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEST | BusinessNameControlTxt |
| Phone | 8162365748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162365748 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,432,821 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $50,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,870 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $66,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,318 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,775 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,775 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,000 | 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 | $3,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $674 | 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 | $29,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,564 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,564 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,621 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,633,834 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,608,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,750,442 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $632,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $635,463 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $596,758 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,404,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,329,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,432,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,404,450 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,329,163 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,404,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,329,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,404,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,329,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,404,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,329,594 | SubtotalAmt |
| Other Decreases | $431 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,329,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1538.936 CAUSEWAY EMERGING MARKETS FUND IS | 2022-07-12 | 2023-05-15 | $14,251 | $14,327 | -$76 | -$76 | |
| 2356.298 CAUSEWAY EMERGING MARKETS FUND IS | 2019-12-03 | 2023-05-15 | $21,819 | $30,293 | -$8,474 | -$8,474 | |
| 367.094 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-01-03 | 2023-05-15 | $6,912 | $7,999 | -$1,087 | -$1,087 | |
| 141.802 FIDELITY LARGE CAP GROWTH INDEX FUND | 2022-01-03 | 2023-05-15 | $3,444 | $4,233 | -$789 | -$789 | |
| 160.785 JPMORGAN HEDGED EQUITY FUND-R6 | 2022-01-03 | 2023-05-15 | $4,287 | $4,362 | -$75 | -$75 | |
| 884.154 LAZARD EMERGING MARKETS EQUITY PORT INSTL | 2022-07-12 | 2023-05-15 | $13,961 | $13,103 | $858 | $858 | |
| 1403.087 LAZARD EMERGING MARKETS EQUITY PORT INSTL | 2020-07-23 | 2023-05-15 | $22,155 | $23,676 | -$1,521 | -$1,521 | |
| 190.3 CLEARBRIDGE SMALL CAP GROWTH FUND IS | 2022-01-03 | 2023-05-15 | $7,190 | $9,943 | -$2,753 | -$2,753 | |
| 1544.407 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-02-02 | 2023-05-15 | $33,622 | $24,119 | $9,503 | $9,503 | |
| 61.401 T ROWE PRICE GROWTH STOCK FUND-I | 2020-07-24 | 2023-05-15 | $4,563 | $5,114 | -$551 | -$551 | |
| 605. SCHWAB SHORT TERM US TREASURY ETF | 2022-09-19 | 2023-05-15 | $29,454 | $29,662 | -$208 | -$208 | |
| 1016.468 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2022-09-19 | 2023-05-15 | $8,670 | $8,518 | $152 | $152 | |
| 2751.89 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2017-02-02 | 2023-05-15 | $23,474 | $27,557 | -$4,083 | -$4,083 | |
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,974 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,870 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $651 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $651 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,449 | OverpaymentAmt |
| Applied To ES Tax | $2,449 | 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 | LORI BOYER | BusinessNameLine1Txt |
| Business Name Line2 | COMMERCE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162365748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 FELIX | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 FELIX ST | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,775 | 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 | $2,226,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,311,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,311,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,276,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $651 | TotalTaxAmt |
| Distributable Before Adj | $113,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,564 | 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 | $118,564 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $110,349 | 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 | $118,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $110,349 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,215 | 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 | $104,957 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI BOYER COMMERCE TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 FELIX ST | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162365748 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT LORI BOYER AT THE ABOVE ADDRESS FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH SCHOOL STUDENTS FROM KING CITY OR STANBERRY MO SCHOOLS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACELAND UNIVERSITY | |||||||
| 1 UNIVERSITY PLACE | Lamoni | IA | 50140 | NONE | PC - COLLEGE | SCHOLARSHIPS | $825 |
| MISSOURI STATE UNIVERSITY | |||||||
| 901 S NATIONAL AVE | Springfield | MO | 65897 | NONE | PC - COLLEGE | SCHOLARSHIPS | $2,550 |
| MISSOURI WESTERN STATE UNIVERSITY | |||||||
| 4525 DOWNS DRIVE | St Joseph | MO | 64507 | NONE | PC - COLLEGE | SCHOLARSHIPS | $17,700 |
| NORTH CENTRAL MISSOURI COLLEGE | |||||||
| 1301 MABLE STREET | Trenton | MO | 64683 | NONE | PC - COLLEGE | SCHOLARSHIPS | $7,513 |
| NORTHWEST MISSOURI STATE UNIVERSITY | |||||||
| 800 UNIVERSITY DRIVE | Maryville | MO | 64468 | NONE | PC - COLLEGE | SCHOLARSHIPS | $43,738 |
| SOUTHEAST COMMUNITY COLLEGE | |||||||
| 8800 O ST | Lincoln | NE | 68520 | NONE | PC - COLLEGE | SCHOLARSHIPS | $375 |
| TRUMAN STATE UNIVERSITY | |||||||
| 100 E NORMAL AVE | Kirksville | MO | 63501 | NONE | PC - COLLEGE | SCHOLARSHIPS | $4,825 |
| UNIVERSITY OF CENTRAL MISSOURI | |||||||
| 108 W SOUTH STREET | Warrensburg | MO | 64093 | PC - COLLEGE | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF MISSOURI - COLUMBIA | |||||||
| 230 JESSE HALL | Columbia | MO | 65211 | NONE | PC - COLLEGE | SCHOLARSHIPS | $9,000 |
| UNIVERSITY OF MISSOURI - KANSAS CITY | |||||||
| 5100 ROCKHILL ROAD | Kansas City | MO | 64110 | NONE | PC - COLLEGE | SCHOLARSHIPS | $6,000 |
| SOUTHWESTERN COMMUNITY COLLEGE | |||||||
| 447 COLLEGE DR | Sylva | NC | 28779 | NONE | PC - COLLEGE | SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF KANSAS | |||||||
| 1450 JAYHAWK BLVD | Lawrence | KS | 66045 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,550 |
| UNIVERSITY OF ARKANSAS | |||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,000 |
| STATE TECHNICAL COLLEGE | |||||||
| 1 TECHNOLOGY DR | LINN | MO | 65051 | NONE | PC - COLLEGE | SCHOLARSHIPS | $3,375 |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,550 |
| CENTRAL COLLEGE | |||||||
| 812 UNIVERSITY ST | Pella | IA | 50219 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,013 |
| CENTRAL METHODIST UNIVERSITY | |||||||
| 411 CENTRAL METHODIST SQUARE | Fayette | MO | 65248 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | Phoenix | AZ | 85017 | NONE | PC - COLLEGE | SCHOLARSHIPS | $550 |
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST RD | Kansas City | MO | 64110 | NONE | PC - COLLEGE | SCHOLARSHIPS | $3,000 |
| IOWA STATE UNIVERSITY | |||||||
| 2505 UNIVERSITY BOULEVARD | Ames | IA | 50010 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,564 | 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 | $50,448 | 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 | $15,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,318 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SEE STATEMENT B | OrganizationTypeDesc |
| Relationship Description | SEE STATEMENT B | RelationshipDescriptionTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX ADJUSTMENT | $429 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $61 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,100 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $542 | $542 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $132 | $132 | $0 |