LESTER R BIRBECK CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LESTER R BIRBECK CHARITABLE TRUST (EIN 43-1725748)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202311229349101866
- Schema version
- 2022v5.0
- 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 | 2023-05-02T10:00:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431725748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESTER R BIRBECK CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEST | BusinessNameControlTxt |
| Phone | 8162365748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162365748 | PhoneNum |
| Signature | 2023-04-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,250,689 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,153,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,572 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $238,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,736 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,461 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,275 | 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 | $4,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,054 | 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 | $28,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,464 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,464 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $247,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,561 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,464,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,633,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,538,909 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $589,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $632,055 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $573,219 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,300,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,404,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,250,689 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,300,655 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,404,450 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,300,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,404,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,300,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,404,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,300,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,404,706 | SubtotalAmt |
| Other Decreases | $256 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,404,450 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 544.145 CAUSEWAY EMERGING MARKETS FUND IS | 2018-07-20 | 2022-01-03 | $6,584 | $7,036 | -$452 | -$452 | |
| 3286.421 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2020-07-23 | 2022-01-03 | $158,964 | $123,173 | $35,791 | $35,791 | |
| 294.818 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2020-07-23 | 2022-01-03 | $14,791 | $13,482 | $1,309 | $1,309 | |
| 2081.996 HARTFORD MIDCAP FUND-F | 2020-07-23 | 2022-01-03 | $72,266 | $62,603 | $9,663 | $9,663 | |
| 308.665 HARTFORD FLOATING RATE FUND-F | 2017-02-02 | 2022-01-03 | $2,565 | $2,689 | -$124 | -$124 | |
| 846.809 LAZARD EMERGING MARKETS EQUITY PORT INSTL | 2018-07-20 | 2022-01-03 | $15,403 | $15,175 | $228 | $228 | |
| 761.983 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-02-02 | 2022-01-03 | $18,448 | $11,900 | $6,548 | $6,548 | |
| 674.001 PIMCO EMERGING MARKETS BOND FUND INS | 2020-07-23 | 2022-01-03 | $6,882 | $7,070 | -$188 | -$188 | |
| 699.962 T ROWE PRICE GROWTH STOCK FUND-I | 2020-07-24 | 2022-01-03 | $74,602 | $58,300 | $16,302 | $16,302 | |
| 1159.12 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-02-02 | 2022-01-03 | $15,439 | $10,896 | $4,543 | $4,543 | |
| 5134.954 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2020-07-23 | 2022-01-03 | $126,679 | $91,371 | $35,308 | $35,308 | |
| 2545.452 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2019-01-24 | 2022-01-03 | $148,298 | $69,165 | $79,133 | $79,133 | |
| 136.133 AMERICAN CENTURY SMALL CAP GROWTH FUND-Y | 2022-01-03 | 2022-07-12 | $2,283 | $3,166 | -$883 | -$883 | |
| 68.515 ARTISAN MID CAP FUND-INS | 2020-07-23 | 2022-07-12 | $2,400 | $3,511 | -$1,111 | -$1,111 | |
| 630.681 BLACKROCK HIGH YIELD PORTFOLIO - K | 2022-01-03 | 2022-07-12 | $4,226 | $4,937 | -$711 | -$711 | |
| 822.493 BLACKROCK HIGH YIELD PORTFOLIO - K | 2020-07-23 | 2022-07-12 | $5,511 | $6,118 | -$607 | -$607 | |
| 513.828 COHEN & STEERS PREFERRED SECURITIES & INCOME FUND F | 2020-07-23 | 2022-07-12 | $6,222 | $7,070 | -$848 | -$848 | |
| 2228.557 COMMERCE BOND FUND FUND #333 | 2020-07-23 | 2022-07-12 | $40,337 | $46,252 | -$5,915 | -$5,915 | |
| 548.019 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2019-01-24 | 2022-07-12 | $19,816 | $16,808 | $3,008 | $3,008 | |
| 341.685 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2020-07-23 | 2022-07-12 | $13,046 | $15,625 | -$2,579 | -$2,579 | |
| 624.401 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2017-02-02 | 2022-07-12 | $20,437 | $19,650 | $787 | $787 | |
| 156.314 DFA US TARGETED VALUE PORTFOLIO | 2022-01-03 | 2022-07-12 | $4,074 | $4,772 | -$698 | -$698 | |
| 237.202 DFA US LARGE CAP VALUE PORTFOLIO | 2017-02-02 | 2022-07-12 | $9,467 | $8,435 | $1,032 | $1,032 | |
| 600.89 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND - Z | 2022-01-03 | 2022-07-12 | $5,330 | $5,696 | -$366 | -$366 | |
| 441.77 FIDELITY MID CAP VALUE INDEX FUND | 2020-07-23 | 2022-07-12 | $9,891 | $8,049 | $1,842 | $1,842 | |
| 669.835 FIDELITY LARGE CAP VALUE INDEX FUND - INS PR | 2022-01-03 | 2022-07-12 | $9,512 | $10,985 | -$1,473 | -$1,473 | |
| 430.985 FIDELITY LARGE CAP GROWTH INDEX FUND | 2022-01-03 | 2022-07-12 | $9,331 | $12,865 | -$3,534 | -$3,534 | |
| 400.594 FIDELITY NEW MARKETS INCOME FUND Z | 2022-01-03 | 2022-07-12 | $4,503 | $5,696 | -$1,193 | -$1,193 | |
| 1777.362 GOLDMAN SACHS HIGH YIELD FUND INS | 2022-01-03 | 2022-07-12 | $9,527 | $11,341 | -$1,814 | -$1,814 | |
| 685.493 HARTFORD FLOATING RATE FUND-F | 2019-03-14 | 2022-07-12 | $5,210 | $5,971 | -$761 | -$761 | |
| 1616.989 JPMORGAN HEDGED EQUITY FUND-R6 | 2022-01-03 | 2022-07-12 | $39,584 | $43,869 | -$4,285 | -$4,285 | |
| 48.717 CLEARBRIDGE SMALL CAP GROWTH FUND IS | 2022-01-03 | 2022-07-12 | $1,755 | $2,545 | -$790 | -$790 | |
| 1914.771 VANGUARD HIGH YIELD CORPORATE FUND ADM | 2022-01-03 | 2022-07-12 | $9,938 | $11,393 | -$1,455 | -$1,455 | |
| 7738.783 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2016-08-22 | 2022-07-12 | $66,708 | $78,394 | -$11,686 | -$11,686 | |
| 261.741 CAUSEWAY EMERGING MARKETS FUND IS | 2018-07-20 | 2022-09-19 | $2,424 | $3,384 | -$960 | -$960 | |
| 875.381 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2017-02-02 | 2022-09-19 | $29,141 | $27,289 | $1,852 | $1,852 | |
| 560.073 DFA US TARGETED VALUE PORTFOLIO | 2022-01-03 | 2022-09-19 | $15,492 | $17,099 | -$1,607 | -$1,607 | |
| 449.371 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-01-03 | 2022-09-19 | $7,478 | $9,792 | -$2,314 | -$2,314 | |
| 585.921 DFA US LARGE CAP VALUE PORTFOLIO | 2017-02-02 | 2022-09-19 | $23,976 | $20,835 | $3,141 | $3,141 | |
| 1831.706 FIDELITY MID CAP VALUE INDEX FUND | 2020-07-23 | 2022-09-19 | $42,001 | $33,374 | $8,627 | $8,627 | |
| 1498.489 FIDELITY LARGE CAP VALUE INDEX FUND - INS PR | 2022-01-03 | 2022-09-19 | $21,818 | $24,575 | -$2,757 | -$2,757 | |
| 329.237 LAZARD EMERGING MARKETS EQUITY PORT INSTL | 2018-07-20 | 2022-09-19 | $4,909 | $5,900 | -$991 | -$991 | |
| 591.77 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-02-02 | 2022-09-19 | $11,090 | $9,242 | $1,848 | $1,848 | |
| 445.051 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-02-02 | 2022-09-19 | $4,629 | $4,183 | $446 | $446 | |
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $30,266 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,061 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,061 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $61 | 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 | LORI BOYER | BusinessNameLine1Txt |
| Business Name Line2 | COMMERCE TRUST CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162365748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 FELIX | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 FELIX ST | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $23,736 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,346,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,415,403 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,415,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,379,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,061 | TotalTaxAmt |
| Distributable Before Adj | $115,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,739 | 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 | $112,739 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,190 | 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 | $112,739 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,190 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,549 | 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 | $110,349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI BOYER COMMERCE TRUST COMPANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 FELIX ST | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162365748 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT LORI BOYER AT THE ABOVE ADDRESS FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH SCHOOL STUDENTS FROM KING CITY OR STANBERRY MO SCHOOLS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIGHAM YOUNG UNIVERSITY | |||||||
| A-41 ABRAHAM SMOOT BUILDING | Provo | UT | 84602 | NONE | PC - COLLEGE | SCHOLARSHIP | $2,000 |
| GRACELAND UNIVERSITY | |||||||
| 1 UNIVERSITY PLACE | Lamoni | IA | 50140 | PC - COLLEGE | SCHOLARSHIPS | $4,675 | |
| MISSOURI STATE UNIVERSITY | |||||||
| 901 S NATIONAL AVE | Springfield | MO | 65897 | PC - COLLEGE | SCHOLARSHIPS | $3,525 | |
| MISSOURI WESTERN STATE UNIVERSITY | |||||||
| 4525 DOWNS DRIVE | St Joseph | MO | 64507 | PC - COLLEGE | SCHOLARSHIPS | $14,425 | |
| NORTH CENTRAL MISSOURI COLLEGE | |||||||
| 1301 MABLE STREET | Trenton | MO | 64683 | PC - COLLEGE | SCHOLARSHIPS | $3,013 | |
| NORTHWEST MISSOURI STATE UNIVERSITY | |||||||
| 800 UNIVERSITY DRIVE | Maryville | MO | 64468 | PC - COLLEGE | SCHOLARSHIPS | $33,963 | |
| TRUMAN STATE UNIVERSITY | |||||||
| 100 E NORMAL AVE | Kirksville | MO | 63501 | PC - COLLEGE | SCHOLARSHIPS | $2,675 | |
| UNIVERSITY OF MISSOURI - COLUMBIA | |||||||
| 230 JESSE HALL | Columbia | MO | 65211 | PC - COLLEGE | SCHOLARSHIPS | $12,400 | |
| UNIVERSITY OF MISSOURI - KANSAS CITY | |||||||
| 5100 ROCKHILL ROAD | Kansas City | MO | 64110 | PC - COLLEGE | SCHOLARSHIPS | $4,850 | |
| PARK UNIVERSITY | |||||||
| 8700 NW RIVER PARK DRIVE | Parkville | MO | 64152 | PC - COLLEGE | SCHOLARSHIPS | $2,500 | |
| RHEMA BIBLE TRAINING COLLEGE | |||||||
| 1025 WEST KENOSHA | Broken Arrow | OK | 74012 | PC - COLLEGE | SCHOLARSHIPS | $625 | |
| SOUTHWESTERN COMMUNITY COLLEGE | |||||||
| 447 COLLEGE DR | Sylva | NC | 28779 | PC - COLLEGE | SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF KANSAS | |||||||
| 1450 JAYHAWK BLVD | Lawrence | KS | 66045 | PC - COLLEGE | SCHOLARSHIPS | $1,175 | |
| UNIVERSITY OF ARKANSAS | |||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | PC - COLLEGE | SCHOLARSHIPS | $2,500 | |
| WICHITA STATE UNIVERSITY | |||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | NONE | PC - COLLEGE | SCHOLARSHIPS | $2,500 |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,550 |
| CENTRAL COLLEGE | |||||||
| 812 UNIVERSITY ST | Pella | IA | 50219 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,013 |
| CENTRAL METHODIST UNIVERSITY | |||||||
| 411 CENTRAL METHODIST SQUARE | Fayette | MO | 65248 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | Phoenix | AZ | 85017 | NONE | PC - COLLEGE | SCHOLARSHIPS | $550 |
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST RD | Kansas City | MO | 64110 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,000 |
| SOUTHWEST BAPTIST UNIVERSITY | |||||||
| 1600 UNIVERSITY AVENUE | Bolivar | MO | 65613 | NONE | PC - COLLEGE | SCHOLARSHIPS | $625 |
| STATE TECHNICAL COLLEGE OF MISSOURI | |||||||
| ONE TECHNOLOGY DRIVE | Linn | MO | 65051 | NONE | PC - COLLEGE | SCHOLARSHIPS | $6,900 |
| UNIVERSITY OF SAINT MARY | |||||||
| 4100 S 4TH ST | Leavenworth | KS | 66048 | NONE | PC - COLLEGE | SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,464 | 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 | $47,192 | 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 | $191,572 | 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 | $238,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,764 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SEE STATEMENT B | OrganizationTypeDesc |
| Relationship Description | SEE STATEMENT B SEE STATEMENT B SEE STATEMENT B | RelationshipDescriptionTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX ADJUSTMENT | $250 |
| ROUNDING | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $459 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $941 | $941 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $113 | $113 | $0 |