DAVID & SHIRLEY LOWE FAMILY FDN 14537900: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & SHIRLEY LOWE FAMILY FDN 14537900 (EIN 37-6634031)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202341309349102384
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:30:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376634031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & SHIRLEY LOWE FAMILY FDN 14537900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LOWE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
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) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,505,195 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,181 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $197,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,452 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $39,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,633 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,640 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,820 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,820 | 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 | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,549 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $156 | 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 | $20,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,923 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $705,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $717,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $993,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $536,516 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $459,657 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $428,372 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $353 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,296,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,260,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,505,195 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,296,842 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,260,286 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,296,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,260,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,296,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,260,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,296,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,041 | OtherIncreasesAmt |
| Subtotal | $1,260,286 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,260,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. ORION OFFICE REIT INC | 2021-11-15 | 2022-01-20 | $213 | $353 | -$140 | -$140 | |
| 7. INTUIT INC | 2016-12-01 | 2022-01-25 | $3,615 | $792 | $2,823 | $2,823 | |
| 17. MASTERCARD INC - A | 2017-02-03 | 2022-01-25 | $5,761 | $1,815 | $3,946 | $3,946 | |
| 58. MEDTRONIC PLC | 2020-03-04 | 2022-01-25 | $6,034 | $6,517 | -$483 | -$483 | |
| 42. APPLIED MATERIALS INC | 2021-03-03 | 2022-02-16 | $5,924 | $4,885 | $1,039 | $1,039 | |
| 4. CHEVRONTEXACO CORP | 2017-02-03 | 2022-02-16 | $538 | $455 | $83 | $83 | |
| 84. EDWARDS LIFESCIENCES CORP | 2020-11-04 | 2022-02-16 | $9,299 | $6,678 | $2,621 | $2,621 | |
| 4. EXXON MOBIL CORP | 2021-07-07 | 2022-02-16 | $314 | $242 | $72 | $72 | |
| 40. TARGET CORP | 2020-01-08 | 2022-02-16 | $8,331 | $4,964 | $3,367 | $3,367 | |
| 20000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2021-03-10 | 2022-03-08 | $20,000 | $20,000 | |||
| 5000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2019-05-22 | 2022-03-08 | $5,000 | $5,000 | |||
| 59. CONOCOPHILLIPS | 2021-05-05 | 2022-03-22 | $6,009 | $3,270 | $2,739 | $2,739 | |
| 20. ROCKWELL INTERNATIONAL CORP | 2020-06-03 | 2022-04-20 | $5,466 | $4,416 | $1,050 | $1,050 | |
| 58. WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-20 | $1,346 | $1,511 | -$165 | -$165 | |
| .302 WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-04-25 | $6 | $8 | -$2 | -$2 | |
| 83. CITIGROUP INC | 2021-02-03 | 2022-05-18 | $4,083 | $5,065 | -$982 | -$982 | |
| 359. FORD MOTOR CO | 2022-03-22 | 2022-05-18 | $4,564 | $6,175 | -$1,611 | -$1,611 | |
| 144. TRUIST FINANCIAL CORP | 2022-02-16 | 2022-05-18 | $6,662 | $9,337 | -$2,675 | -$2,675 | |
| 25000. WASTE MANAGEMENT INC 2.9% 15 SEP 2022 | 2019-05-21 | 2022-06-15 | $25,000 | $25,000 | |||
| 71. CONOCOPHILLIPS | 2021-05-05 | 2022-06-22 | $6,632 | $3,935 | $2,697 | $2,697 | |
| 138. DUKE WEEKS REALTY CORP | 2019-12-04 | 2022-06-22 | $7,479 | $4,836 | $2,643 | $2,643 | |
| 72. MOSAIC CO/THE | 2022-05-18 | 2022-07-20 | $3,458 | $4,416 | -$958 | -$958 | |
| 593. AT&T INC | 2022-04-20 | 2022-09-20 | $9,798 | $11,695 | -$1,897 | -$1,897 | |
| 28. META PLATFORMS INC-CLASS A | 2022-05-18 | 2022-09-20 | $4,095 | $5,404 | -$1,309 | -$1,309 | |
| 208. HP INC | 2022-06-22 | 2022-09-20 | $5,499 | $7,033 | -$1,534 | -$1,534 | |
| 105. WALGREENS BOOTS ALLIANCE INC | 2020-08-05 | 2022-09-20 | $3,568 | $4,294 | -$726 | -$726 | |
| 20. AMERICAN TOWER CORP | 2020-05-06 | 2022-10-19 | $3,818 | $4,760 | -$942 | -$942 | |
| 58. BLACKSTONE INC | 2021-07-07 | 2022-12-08 | $4,585 | $5,620 | -$1,035 | -$1,035 | |
| 34. SALESFORCE INC | 2019-12-04 | 2022-12-08 | $4,417 | $5,318 | -$901 | -$901 | |
| 25000. VISA INC 2.8% 14 DEC 2022 | 2019-05-22 | 2022-12-14 | $25,000 | $25,000 | |||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $732 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $718 | OverpaymentAmt |
| Applied To ES Tax | $242 | AppliedToESTaxAmt |
| Refund | $476 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,640 | 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 | $1,526,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,594,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,594,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,570,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $482 | TotalTaxAmt |
| Distributable Before Adj | $78,060 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,060 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,060 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,996 | 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 | $69,996 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,060 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $69,996 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,996 | 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 | $8,064 | 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 | DAVID J AND SHIRLEY LOWE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLY ROSARY CHURCH | |||||||
| 610 S 4TH STREET | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $23,300 |
| CLINTON ANIMAL RESCUE ENDEAVOR | |||||||
| 1307 N WASHINGTON ST | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $100 |
| GOLDEN VALLEY DOOR OF HOPE | |||||||
| 808 IOWA CIRCLE | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $1,250 |
| DRAKE'S CHAPEL CEMETERY | |||||||
| 1410 E DZF ROAD | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $500 |
| BOY SCOUNTS OF AMERICA HEART OF AMERICA | |||||||
| 5 NE 91RD | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $500 |
| SPECIAL OLYMPICS MISSOURI | |||||||
| PO BOX 947 | JEFFERSON CITY | MO | 651020947 | NONE | PC | SUPPORT OF CHARITABLE | $150 |
| BIG BROTHERS BIG SISTERS KANSAS CITY | |||||||
| 1709 WALNUT STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $250 |
| DIOCESE KANSAS CITY-ST JOSEPH | |||||||
| PO BOX 419037 | KANSAS CITY | MO | 64141 | NONE | PC | SUPPORT OF CHARITABLE | $2,250 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT OF CHARITABLE | $1,950 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 606 KANSAS AVENUE | MONTROSE | MO | 64770 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 |
| TRUMAN LAKE CANCER RELIEF FUND | |||||||
| 12455 LAKELAND SCHOOL DR | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $300 |
| GOLDEN VALLEY MEMORIAL HEALTHCARE FOUN | |||||||
| 1600 NORTH SECOND STREET | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $250 |
| TAKE JAKE | |||||||
| 5590 HIGH STREET | DENVER | CO | 80216 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 |
| OAKLAND AVENUE BAPTIST CHURCH | |||||||
| 2823 E OAKLAND AVENUE | JOHNSON CITY | TN | 37601 | NONE | PC | SUPPORT OF CHARITABLE | $100 |
| NANCY CALVIRD SHOE FUND | |||||||
| 2302 N ANTIOCH ST | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $500 |
| DOOR OF HOPE | |||||||
| 205 W WASHINGTON | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 |
| UNBOUND | |||||||
| PO BOX 219114 | KANSAS CITY | MO | 64121 | NONE | PC | SUPPORT OF CHARITABLE | $626 |
| HENRY COUNTY HISTORICAL SOCIETY | |||||||
| 1410 E DZF ROAD | CLINTON | MO | 64375 | NONE | PC | SUPPORT OF CHARITABLE | $250 |
| VITAE | |||||||
| 1731 SOUTHRIDGE DR | JEFFERSON CITY | MO | 65102 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 |
| VETERANS COMMUNITY CENTER | |||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| ST MICHAELS VETERAN CENTER | |||||||
| 3838 CHELSEA DR | KANSAS CITY | MO | 64128 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| BRIGHT FUTURES | |||||||
| 102 N 2ND ST | CLINTON | MO | 64735 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,276 | 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 | $31,319 | 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 | $8,452 | 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 | $39,771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,771 | 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 | $7,900 | Amt |
| Disbursements Charitable Prps | $7,900 | DisbursementsCharitablePrpsAmt |
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 |
|---|---|
| ADJUSTMENTS OF COST BASIS | $331 |
| INTRA-PERIOD ADJUSTMENT | $710 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,193 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $156 | $156 | $0 |