THE LUCIE JANE DESLOGO MCANANY SCHOLARSHIP TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE LUCIE JANE DESLOGO MCANANY SCHOLARSHIP TRUST (EIN 48-6242975)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-08
IRS object ID: 202431299349103553
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
Form 990-PF
Other Increases Schedule
Taxes Schedule

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	486242975	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUCIE JD MCANANY SCHOLARSHIP FUND 10372900	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MCAN	BusinessNameControlTxt
Phone	8168601933	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	UMB BANK NA P O BOX 415044 M/S	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	2024-04-17	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	JOSEPH B HULL	PreparerPersonNm
PTIN	P00135850	PTIN
Phone	6142327290	PhoneNum
Preparation	2024-04-17	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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$396,300	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$9,420	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,420	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$5,589	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$174,946	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$328	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$4,159	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,420	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$5,363	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$2,306	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$3,057	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	$130	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$130	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	$5,493	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,436	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,057	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$14,912	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,912	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$20,405	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,436	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$17,969	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$16,246	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,984	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$9,503	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$20,006	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$20,006	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$323,952	OtherInvestmentsBOYAmt
Other Investments EOY	$297,309	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$376,294	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$333,455	TotalAssetsBOYAmt
Total Assets EOY	$317,315	TotalAssetsEOYAmt
Total Assets EOYFMV	$396,300	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$333,455	CapitalStockBOYAmt
Capital Stock EOY	$317,315	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$333,455	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$317,315	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$333,455	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$317,315	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$333,455	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$16,246	ExcessRevenueOverExpensesAmt
Other Increases	$106	OtherIncreasesAmt
Subtotal	$317,315	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$317,315	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
171.927 CHAMPLAIN MID CAP FUND-INST	2019-06-04	2023-01-17	$3,770	$3,347	$423	$423
9.825 BLACKROCK EQTY DVDND-K	2022-04-08	2023-01-17	$187	$220	-$33	-$33
20.685 MFS INSTL INTL EQUITY FUND	2022-06-01	2023-01-17	$626	$599	$27	$27
272.041 NUANCE MID CAP VALUE-INST	2016-11-16	2023-01-17	$3,422	$3,071	$351	$351
118.066 PRINCIPAL BLUE CHIP-R6	2022-04-08	2023-01-17	$3,534	$4,139	-$605	-$605
76.526 VANGUARD DEV MKT INDX-ADM	2015-06-16	2023-01-17	$1,109	$1,002	$107	$107
8.645 VANGUARD INST INDEX-INST	2022-04-08	2023-01-17	$2,892	$3,288	-$396	-$396
9.513 VANGUARD INST INDEX-INST	2020-11-03	2023-01-17	$3,182	$2,861	$321	$321
16.772 BLACKROCK EQTY DVDND-K	2022-06-17	2023-06-02	$313	$325	-$12	-$12
1548.694 BLACKROCK EQTY DVDND-K	2022-04-08	2023-06-02	$28,945	$32,926	-$3,981	-$3,981
19.719 CHAMPLAIN MID CAP FUND-INST	2022-06-17	2023-06-21	$446	$393	$53	$53
53.793 SEAFARER OVERSEAS GROWTH & INCOME FD I	2021-03-03	2023-06-21	$667	$810	-$143	-$143
69.245 MFS INSTL INTL EQUITY FUND	2022-06-01	2023-06-21	$2,219	$2,005	$214	$214
113.675 PRINCIPAL BLUE CHIP-R6	2022-04-08	2023-06-21	$3,814	$3,985	-$171	-$171
11.919 TRIBUTARY SMALL COMP-INST+	2022-04-08	2023-06-21	$337	$372	-$35	-$35
77.976 VANGUARD DEV MKT INDX-ADM	2015-06-16	2023-06-21	$1,158	$1,021	$137	$137
21.936 VANGUARD INST INDEX-INST	2022-06-17	2023-06-21	$8,022	$6,808	$1,214	$1,214
5446.059 VANGUARD TTL BD MKT IDX-ADM	2023-01-17	2023-07-12	$51,955	$51,141	$814	$814
195.358 CHAMPLAIN MID CAP FUND-INST	2022-11-01	2023-11-08	$4,122	$4,064	$58	$58
346.844 NUANCE MID CAP VALUE-INST	2016-11-16	2023-11-08	$3,850	$3,916	-$66	-$66
144.637 DODGE & COX INCOME-I	2023-01-17	2023-12-20	$1,821	$1,817	$4	$4
1812.777 DODGE & COX INCOME-I	2022-04-08	2023-12-20	$22,823	$22,993	-$170	-$170
268.289 DOUBLELINE TTL RTRN BND-I	2023-01-17	2023-12-20	$2,374	$2,423	-$49	-$49
2454.192 DOUBLELINE TTL RTRN BND-I	2022-04-08	2023-12-20	$21,720	$27,009	-$5,289	-$5,289
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P
CAPITAL GAIN DIVIDENDS					$1,638		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$5,589	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$97	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$97	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$97	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$68	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$68	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$29	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)
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	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	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	$5,363	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	$358,468	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,924	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$371,392	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$371,392	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,571	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$365,821	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$18,291	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$18,291	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$97	TaxBasedOnInvestmentIncomeAmt
Total Tax	$97	TotalTaxAmt
Distributable Before Adj	$18,194	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$18,194	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$18,194	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$17,969	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	$17,969	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$18,194	DistributableAsAdjustedAmt
Undistributed Income PY	$14,911	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	$17,969	QualifyingDistributionsAmt
Applied To Year1	$14,911	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,058	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	$15,136	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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NOTRE DAME DE SION SCHOOL
3823 LOCUST STREET	Kansas City	MO	641092697	NONE	PC	PROVIDE SCHOLARSHIPS	$7,456
Donnelly College
608 NORTH 18TH STREET	Kansas City	KS	661024298	NONE	PC	PROVIDE SCHOLARSHIPS	$3,728
Trinity College
125 MICHIGAN AVE NE	Washington	DC	200171090	NONE	PC	PROVIDE SCHOLARSHIPS	$3,728

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,912	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	$9,420	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	-$5,589	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	$328	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$4,159	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,159	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 Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
ROUNDING	$2
MUTUAL FUND TIMING ADJUSTMENT	$104

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR	$105	$105	$0
FOREIGN TAXES ON NONQUALIFIED	$25	$25	$0