CLARA L SHUMWAY CHAR TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLARA L SHUMWAY CHAR TR (EIN 43-6743873)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-12
- IRS object ID
- 202330129349101163
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T14:00:32-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436743873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARA SHUMWAY CHAR TRUST 10373600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-01-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,415,089 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $109,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,729,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,326 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $161,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,568 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,284 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,284 | 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 | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,525 | 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 |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $202,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $461,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $461,137 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,141,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,748,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,953,952 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,343,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,209,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,415,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,343,826 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,209,266 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,343,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,209,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,343,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,209,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,343,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $356 | OtherIncreasesAmt |
| Subtotal | $4,209,706 | SubtotalAmt |
| Other Decreases | $440 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,209,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 153. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $29,651 | $32,341 | -$2,690 | -$2,690 | |
| 134. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $44,044 | $15,465 | $28,579 | $28,579 | |
| 68. FEDEX CORP | 2020-10-15 | 2021-10-14 | $15,431 | $19,135 | -$3,704 | -$3,704 | |
| 41. BLOCK INC | 2021-08-12 | 2021-10-14 | $10,178 | $11,051 | -$873 | -$873 | |
| 753. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $33,920 | $34,648 | -$728 | -$728 | |
| 120. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $24,219 | $26,096 | -$1,877 | -$1,877 | |
| 25000. US TREASURY N/B 2% 15 NOV 2021 | 2020-11-05 | 2021-11-15 | $25,000 | $25,000 | |||
| 84. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $16,795 | $20,547 | -$3,752 | -$3,752 | |
| 261. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $30,205 | $18,195 | $12,010 | $12,010 | |
| 79. TEXAS INSTRUMENTS INC | 2019-10-10 | 2021-12-09 | $15,356 | $10,220 | $5,136 | $5,136 | |
| 25000. FANNIE MAE 2% 05 JAN 2022 | 2019-02-25 | 2022-01-05 | $25,000 | $25,000 | |||
| 78. CROWDSTRIKE HOLDINGS INC - A | 2021-06-10 | 2022-01-13 | $13,657 | $17,828 | -$4,171 | -$4,171 | |
| 86. DOCUSIGN INC | 2020-03-12 | 2022-01-13 | $11,329 | $5,691 | $5,638 | $5,638 | |
| 106. FIVE BELOW | 2020-06-11 | 2022-01-13 | $18,772 | $11,874 | $6,898 | $6,898 | |
| 31. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-01-13 | $12,122 | $7,517 | $4,605 | $4,605 | |
| 101. BLOCK INC | 2021-08-12 | 2022-01-13 | $13,817 | $27,224 | -$13,407 | -$13,407 | |
| 107. TEXAS INSTRUMENTS INC | 2019-10-10 | 2022-01-13 | $19,802 | $13,683 | $6,119 | $6,119 | |
| 66. UNION PACIFIC CORP | 2019-07-11 | 2022-01-13 | $16,337 | $11,309 | $5,028 | $5,028 | |
| 25000. BANK OF AMERICA CORP 5.7% 24 JAN 2022 | 2019-02-26 | 2022-01-24 | $25,000 | $25,000 | |||
| 39. ADOBE SYSTEMS INC | 2017-02-09 | 2022-02-10 | $19,247 | $4,544 | $14,703 | $14,703 | |
| 38. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2022-02-10 | $11,966 | $10,976 | $990 | $990 | |
| 65. LAUDER ESTEE COMPANIES INC CLASS A | 2020-12-10 | 2022-02-10 | $20,469 | $16,049 | $4,420 | $4,420 | |
| 34. NETFLIX COM INC | 2021-09-17 | 2022-02-10 | $13,737 | $19,956 | -$6,219 | -$6,219 | |
| 89. STRYKER CORP | 2017-08-10 | 2022-02-10 | $22,699 | $12,817 | $9,882 | $9,882 | |
| 10000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2021-03-10 | 2022-03-08 | $10,000 | $10,000 | |||
| 3000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2020-03-31 | 2022-03-08 | $3,000 | $3,000 | |||
| 178. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $22,436 | $14,370 | $8,066 | $8,066 | |
| 520. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $22,851 | $39,036 | -$16,185 | -$16,185 | |
| 90. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $21,354 | $11,638 | $9,716 | $9,716 | |
| 78. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $20,386 | $16,164 | $4,222 | $4,222 | |
| 799.087 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $117,370 | $116,118 | $1,252 | $1,252 | |
| 62. GOLDMAN SACHS GROUP INC | 2020-08-13 | 2022-04-14 | $19,940 | $14,834 | $5,106 | $5,106 | |
| 47. MASTERCARD INC - A | 2014-12-11 | 2022-04-14 | $16,877 | $4,135 | $12,742 | $12,742 | |
| 68. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $17,251 | $20,041 | -$2,790 | -$2,790 | |
| 25000. US TREASURY N/B 1.75% 30 APR 2022 | 2020-11-05 | 2022-05-02 | $25,000 | $25,000 | |||
| 710. DUKE WEEKS REALTY CORP | 2020-07-09 | 2022-06-10 | $35,510 | $23,506 | $12,004 | $12,004 | |
| 701. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $24,635 | $41,218 | -$16,583 | -$16,583 | |
| 263. KKR & CO INC | 2021-12-09 | 2022-06-10 | $13,471 | $19,964 | -$6,493 | -$6,493 | |
| 81. ZSCALER INC | 2021-08-12 | 2022-06-10 | $12,456 | $19,645 | -$7,189 | -$7,189 | |
| 25000. CLOROX COMPANY 3.5% 15 DEC 2024 | 2021-03-04 | 2022-06-13 | $25,248 | $26,264 | -$1,016 | -$1,016 | |
| 18143. BGF INTERNATIONAL ALPHA-INST | 2021-03-02 | 2022-06-14 | $192,497 | $270,553 | -$78,056 | -$78,056 | |
| 10489.644 OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2022-06-14 | $239,583 | $236,646 | $2,937 | $2,937 | |
| 90. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $7,096 | $11,310 | -$4,214 | -$4,214 | |
| 135. NUCOR CORP | 2021-08-12 | 2022-07-14 | $14,655 | $16,960 | -$2,305 | -$2,305 | |
| 107. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $19,183 | $14,014 | $5,169 | $5,169 | |
| 27. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $12,275 | $18,432 | -$6,157 | -$6,157 | |
| 32. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $14,548 | $18,217 | -$3,669 | -$3,669 | |
| 458. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $17,827 | $21,493 | -$3,666 | -$3,666 | |
| 18337. PGIM HIGH YIELD-R6 | 2020-10-02 | 2022-08-26 | $87,651 | $99,845 | -$12,194 | -$12,194 | |
| 196. ABBOTT LABORATORIES | 2018-01-11 | 2022-09-16 | $20,393 | $11,546 | $8,847 | $8,847 | |
| 275. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $25,635 | $21,186 | $4,449 | $4,449 | |
| 400. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $18,440 | $29,717 | -$11,277 | -$11,277 | |
| 195. ZOETIS INC | 2022-02-10 | 2022-09-16 | $30,660 | $39,565 | -$8,905 | -$8,905 | |
| 15000. AFLAC INC 3.625% 15 NOV 2024 | 2020-04-08 | 2022-09-30 | $15,000 | $15,341 | -$341 | -$341 | |
| 25000. US TREASURY N/B .125% 30 SEP 2022 | 2020-11-05 | 2022-09-30 | $25,000 | $24,984 | $16 | $16 | |
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,253 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,326 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,897 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,897 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,820 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,820 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,923 | OverpaymentAmt |
| Applied To ES Tax | $1,900 | AppliedToESTaxAmt |
| Refund | $2,023 | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,568 | 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 | $4,912,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,313,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,313,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,234,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,897 | TotalTaxAmt |
| Distributable Before Adj | $259,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,824 | 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 | $263,824 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,741 | 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 | $263,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,741 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,083 | 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 | $232,732 | 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 (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF GREATER KS CHAPTER | ||||||||
| ATTN TRUST AND ESTATES OFFICE OF THE | 2025 E ST NW 9062C | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $23,674 |
| UNIVERSITY OF KANSAS MEDICAL SCHOOL | ||||||||
| % THERESA KLINKENBURG D | 230 STONG HALL | LAWRENCE | KS | 660451752 | NONE | PC | TO BE USED BY MEDICAL | $23,674 |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| ATTN MONICA J DOTY ACCOUNTING | 2401 GILLHAM RD | KANSAS CITY | MO | 641084698 | NONE | PC | GENERAL OPERATING SUPPORT | $47,348 |
| AMERICAN PARKINSON DISEASE ASSOC | ||||||||
| ATTN JOEL GERSTEL EXECUTIVE DIR | 135 PARKINSON AVE | STATEN ISLAND | NY | 103051943 | NONE | PC | GENERAL OPERATING SUPPORT | $23,674 |
| UMKC SCHOOL OF MEDICINE | ||||||||
| MICHAEL L FRIEDLAND MD DEAN | 5100 ROCKHILL RD | KANSAS CITY | MO | 641102499 | NONE | PC | TO BE USED BY ITS MEDICAL | $23,674 |
| HEART SPRING | ||||||||
| ATTN Stacie Williamson Dir of Dev | 8700 E 29TH ST N | WICHITA | KS | 672262169 | NONE | PC | GENERAL OPERATING SUPPORT | $23,674 |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | GENERAL OPERATING SUPPORT | $23,674 | |
| HEART OF AMERICA COUNCIL OF BOY SCOUTS | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314200 | NONE | PC | GENERAL OPERATING SUPPORT | $23,674 | |
| The Salvation Army | ||||||||
| ATTN Legal Department | 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | TO BE USED BY KANSAS CITY | $23,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,740 | 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 | $109,418 | 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 | $52,326 | 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 | $161,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,744 | 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 | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $440 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $4 |
| MARKET DISCOUNT ADJUSTMENT | $352 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $4,584 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,376 | $1,376 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $149 | $149 | $0 |