MORRIS FINGERSH SCHOLARSHIP TRUST FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FINGERSH SCHOLARSHIP TRUST FUND (EIN 51-0214040)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-07-18
- IRS object ID
- 202402009349100700
- Schema version
- 2023v5.1
- 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 | 2024-07-18T09:01:11-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510214040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS FINGERSH SCHOLARSHIP TRUST FD CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FING | BusinessNameControlTxt |
| Phone | 8168607711 | 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 | 8168607711 | PhoneNum |
| Signature | 2024-07-16 | 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 | 2024-07-16 | 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 | $223,278 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,144 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,905 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,079 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,539 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,539 | 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 | $109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | 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 | $3,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,149 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $202,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,830 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $215,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $210,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,278 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $210,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $213,979 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $210,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $210,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $213,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $210,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $217 | OtherIncreasesAmt |
| Subtotal | $213,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $213,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 82.567 BLACKROCK EQTY DVDND-K | 2022-09-02 | 2023-06-02 | $1,543 | $1,532 | $11 | $11 | |
| 399.931 BLACKROCK EQTY DVDND-K | 2021-03-08 | 2023-06-02 | $7,475 | $7,958 | -$483 | -$483 | |
| 5.291 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2023-07-05 | $121 | $112 | $9 | $9 | |
| 113.137 DODGE & COX INCOME-I | 2022-09-02 | 2023-07-05 | $1,390 | $1,422 | -$32 | -$32 | |
| 157.349 DOUBLELINE TTL RTRN BND-I | 2022-09-02 | 2023-07-05 | $1,378 | $1,452 | -$74 | -$74 | |
| 19.189 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-08 | 2023-07-05 | $232 | $282 | -$50 | -$50 | |
| 4. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2023-07-05 | $538 | $520 | $18 | $18 | |
| 13.241 MFS INSTL INTL EQUITY FUND | 2022-09-02 | 2023-07-05 | $421 | $349 | $72 | $72 | |
| 9.202 NUANCE MID CAP VALUE-INST | 2022-09-02 | 2023-07-05 | $113 | $115 | -$2 | -$2 | |
| 14.756 PRINCIPAL BLUE CHIP-R6 | 2020-11-05 | 2023-07-05 | $507 | $510 | -$3 | -$3 | |
| 163.74 PGIM HIGH YIELD-R6 | 2022-09-02 | 2023-07-05 | $750 | $766 | -$16 | -$16 | |
| 7.608 TRIBUTARY SMALL COMP-INST+ | 2022-09-02 | 2023-07-05 | $216 | $224 | -$8 | -$8 | |
| .72 TRIBUTARY SMALL COMP-INST+ | 2020-11-25 | 2023-07-05 | $20 | $21 | -$1 | -$1 | |
| 286.227 VANGUARD TTL BD MKT IDX-ADM | 2019-03-06 | 2023-07-06 | $2,699 | $3,008 | -$309 | -$309 | |
| 28.053 VANGUARD DEV MKT INDX-ADM | 2021-03-08 | 2023-07-06 | $405 | $394 | $11 | $11 | |
| 3.507 VANGUARD INST INDEX-INST | 2022-06-22 | 2023-07-06 | $1,291 | $415 | $876 | $876 | |
| .18 VANGUARD SML CAP INDX-ADM | 2021-03-08 | 2023-07-06 | $17 | $18 | -$1 | -$1 | |
| 5584.14 VANGUARD TTL BD MKT IDX-ADM | 2019-03-06 | 2023-07-12 | $53,273 | $58,689 | -$5,416 | -$5,416 | |
| 2.244 VANGUARD INST INDEX-INST | 2023-09-27 | 2023-11-07 | $821 | $743 | $78 | $78 | |
| 66.486 VANGUARD INST INDEX-INST | 2009-09-24 | 2023-11-07 | $24,324 | $6,431 | $17,893 | $17,893 | |
| 61.324 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2023-11-08 | $1,294 | $1,295 | -$1 | -$1 | |
| 99.252 NUANCE MID CAP VALUE-INST | 2022-09-02 | 2023-11-08 | $1,102 | $1,236 | -$134 | -$134 | |
| 29.466 DODGE & COX INCOME-I | 2021-03-08 | 2024-01-29 | $370 | $421 | -$51 | -$51 | |
| 3092.883 DOUBLELINE TTL RTRN BND-I | 2023-01-17 | 2024-01-29 | $27,156 | $32,495 | -$5,339 | -$5,339 | |
| 259. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2024-01-29 | $27,063 | $26,783 | $280 | $280 | |
| 39.126 PGIM HIGH YIELD-R6 | 2020-01-13 | 2024-01-29 | $184 | $219 | -$35 | -$35 | |
| 2.141 CHAMPLAIN MID CAP FUND-INST | 2022-09-02 | 2024-03-08 | $56 | $45 | $11 | $11 | |
| 2.518 FIDELITY MID CAP INDX | 2023-12-15 | 2024-03-08 | $80 | $70 | $10 | $10 | |
| 8. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-03-08 | $1,296 | $1,039 | $257 | $257 | |
| 16.871 MFS INSTL INTL EQUITY FUND | 2022-09-02 | 2024-03-08 | $583 | $444 | $139 | $139 | |
| 66.341 PRINCIPAL BLUE CHIP-R6 | 2020-11-05 | 2024-03-08 | $2,823 | $2,291 | $532 | $532 | |
| 10.247 VANGUARD DEV MKT INDX-ADM | 2020-11-05 | 2024-03-08 | $164 | $139 | $25 | $25 | |
| 1.796 VANGUARD SML CAP INDX-ADM | 2021-03-08 | 2024-03-08 | $192 | $181 | $11 | $11 | |
| 10.744 VANGUARD 500 INDEX-ADM | 2023-12-19 | 2024-03-08 | $5,092 | $4,358 | $734 | $734 | |
| 40.242 CHAMPLAIN MID CAP FUND-INST | 2022-09-02 | 2024-03-27 | $1,064 | $848 | $216 | $216 | |
| 80.275 NUANCE MID CAP VALUE-INST | 2022-09-02 | 2024-03-27 | $1,009 | $999 | $10 | $10 | |
| 84.632 PRINCIPAL BLUE CHIP-R6 | 2021-03-08 | 2024-03-28 | $3,683 | $2,891 | $792 | $792 | |
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P | |||||
| CAPITAL GAIN DIVIDENDS | $114 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,144 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $97 | 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 | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND 3RD FLR | 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 | 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 | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,079 | 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 | $203,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $212,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $209,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213 | TotalTaxAmt |
| Distributable Before Adj | $10,258 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,258 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,258 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,859 | 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 | $11,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,258 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,687 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,244 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,601 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,907 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,723 | ExcessFromYear4Amt |
| Excess From Year3 | $5,687 | ExcessFromYear3Amt |
| Excess From Year2 | $3,244 | ExcessFromYear2Amt |
| Excess From Year1 | $652 | ExcessFromYear1Amt |
| Excess From Current Year | $1,601 | 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 | TRUSTEE MORRIS FINGERSH SCHOLARSHI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419692 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168607711 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION BY STUDENT (NO FORM) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO STUDENTS AT HYMAN BRAND HEBREW ACADEMY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYMAN BRAND HEBREW ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $10,320 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,320 | 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 | $6,761 | 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 | $10,144 | 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 | $16,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,905 | 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 |
|---|---|
| COST BASIS ADJUSTMENT | $215 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $70 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $31 | $31 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |