SPURRIER MEMORIAL FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SPURRIER MEMORIAL FUND (EIN 48-6305185)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-27
- IRS object ID
- 202501179349100700
- Schema version
- 2023v6.0
- 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 | 2025-04-27T12:01:21-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486305185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPURRIER MEMORIAL FUND 10013300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPUR | 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 | 2025-01-16 | 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 | 2025-01-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $731,521 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,970 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $49,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,166 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,083 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,083 | 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 |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $417 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $154 | 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 | $11,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,064 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $518,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $528,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $695,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $552,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $564,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $731,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $552,370 | CapitalStockBOYAmt |
| Capital Stock EOY | $564,078 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $552,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $564,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $552,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $564,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $552,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140 | OtherIncreasesAmt |
| Subtotal | $564,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $564,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 429.389 DOUBLELINE TTL RTRN BND-I | 2023-01-17 | 2023-12-20 | $3,800 | $3,877 | -$77 | -$77 | |
| 4198.126 DOUBLELINE TTL RTRN BND-I | 2022-11-01 | 2023-12-20 | $37,153 | $44,495 | -$7,342 | -$7,342 | |
| 446. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2024-01-29 | $46,584 | $46,121 | $463 | $463 | |
| 337.706 PGIM HIGH YIELD-R6 | 2023-01-17 | 2024-01-29 | $1,587 | $1,584 | $3 | $3 | |
| 12.021 CHAMPLAIN MID CAP FUND-INST | 2022-12-15 | 2024-03-08 | $316 | $252 | $64 | $64 | |
| 5.064 FIDELITY MID CAP INDX | 2023-11-08 | 2024-03-08 | $160 | $134 | $26 | $26 | |
| 17. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-03-08 | $2,764 | $2,208 | $556 | $556 | |
| 71.271 PRINCIPAL BLUE CHIP-R6 | 2022-12-13 | 2024-03-08 | $3,033 | $1,994 | $1,039 | $1,039 | |
| 65.104 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2024-03-08 | $1,044 | $843 | $201 | $201 | |
| 13.144 VANGUARD INST INDEX-INST | 2023-01-17 | 2024-03-08 | $5,571 | $4,277 | $1,294 | $1,294 | |
| 2.344 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-03-08 | $250 | $243 | $7 | $7 | |
| .724 CHAMPLAIN MID CAP FUND-INST | 2023-12-18 | 2024-03-27 | $19 | $17 | $2 | $2 | |
| 234.746 CHAMPLAIN MID CAP FUND-INST | 2019-08-23 | 2024-03-27 | $6,209 | $4,570 | $1,639 | $1,639 | |
| 467.403 NUANCE MID CAP VALUE-INST | 2018-12-20 | 2024-03-27 | $5,875 | $5,197 | $678 | $678 | |
| 514.399 PRINCIPAL BLUE CHIP-R6 | 2022-06-17 | 2024-03-28 | $22,387 | $12,760 | $9,627 | $9,627 | |
| 363.216 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-07-31 | $16,345 | $8,746 | $7,599 | $7,599 | |
| 41.618 FIDELITY MID CAP INDX | 2024-03-27 | 2024-10-23 | $1,433 | $1,349 | $84 | $84 | |
| 39. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-10-23 | $7,000 | $5,066 | $1,934 | $1,934 | |
| 34.39 MFS INSTL INTL EQUITY FUND | 2023-01-17 | 2024-10-23 | $1,239 | $1,000 | $239 | $239 | |
| 36.988 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-10-23 | $1,719 | $891 | $828 | $828 | |
| 79.173 TRIBUTARY SMALL COMP-INST+ | 2022-04-08 | 2024-10-23 | $2,591 | $2,471 | $120 | $120 | |
| 40.118 VANGUARD INST INDEX-INST | 2023-03-23 | 2024-10-23 | $19,151 | $11,459 | $7,692 | $7,692 | |
| 7.391 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-10-23 | $838 | $767 | $71 | $71 | |
| 144.409 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-19 | $5,160 | $3,825 | $1,335 | $1,335 | |
| 133.755 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-10-23 | 2024-11-19 | $1,644 | $1,692 | -$48 | -$48 | |
| 994.277 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2024-11-19 | $12,220 | $14,964 | -$2,744 | -$2,744 | |
| 304.657 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2024-11-19 | $10,556 | $8,823 | $1,733 | $1,733 | |
| 25.405 TRIBUTARY SMALL COMP-INST+ | 2022-04-08 | 2024-11-19 | $858 | $731 | $127 | $127 | |
| 12.151 VANGUARD DEV MKT INDX-ADM | 2024-10-23 | 2024-11-19 | $193 | $197 | -$4 | -$4 | |
| 689.517 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2024-11-19 | $10,929 | $8,818 | $2,111 | $2,111 | |
| 4.297 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-11-19 | $512 | $446 | $66 | $66 | |
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,647 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $372 | 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 | KS | 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 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | 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 | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,166 | 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 | $671,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $704,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $704,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $694,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $612 | TotalTaxAmt |
| Distributable Before Adj | $34,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,094 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,233 | 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 | $32,233 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,149 | 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 | $32,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,084 | 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 | $28,010 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||||
| 122 N 8TH ST | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING | $13,075 |
| KANSAS WESLEYAN UNIVERSITY | |||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 67401 | NONE | PC | SCHOLARSHIP SUPPORT | $13,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,150 | 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 | $17,331 | 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 | $31,970 | 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 | $49,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,301 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $138 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $23 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $240 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $130 | $130 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $24 | $24 | $0 |