JESSE L BRIDGES TRUST UW: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JESSE L BRIDGES TRUST UW (EIN 43-6252713)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-06-29
- IRS object ID
- 202301809349101320
- 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 | 2023-06-29T22:00:11-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436252713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUW JESSE L BRIDGES CO UMB BANK 10014300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRID | 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 | 2023-06-29 | 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 | 8887098822 | PhoneNum |
| Preparation | 2023-06-29 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $197,708 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,888 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,444 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,444 | 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 | $168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,812 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,812 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,075 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $193,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $186,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $198,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,708 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $198,840 | CapitalStockBOYAmt |
| Capital Stock EOY | $186,633 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,840 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $198,840 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,840 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,664 | SubtotalAmt |
| Other Decreases | $31 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $186,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40.336 CHAMPLAIN MID CAP FUND-INST | 2019-06-05 | 2022-04-18 | $999 | $793 | $206 | $206 | |
| 51.206 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2022-04-18 | $642 | $771 | -$129 | -$129 | |
| 178.131 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2022-04-18 | $2,444 | $2,011 | $433 | $433 | |
| 5.525 TRIBUTARY SMALL COMP-INST+ | 2020-11-25 | 2022-04-18 | $173 | $158 | $15 | $15 | |
| 470.448 VANGUARD TTL BD MKT IDX-ADM | 2019-01-08 | 2022-04-18 | $4,766 | $4,911 | -$145 | -$145 | |
| 8.478 VANGUARD INST INDEX-INST | 2020-11-03 | 2022-04-18 | $3,156 | $2,550 | $606 | $606 | |
| 57.804 BGF INTERNATIONAL ALPHA-INST | 2022-04-18 | 2022-06-01 | $673 | $719 | -$46 | -$46 | |
| 234.186 BGF INTERNATIONAL ALPHA-INST | 2021-03-03 | 2022-06-01 | $2,728 | $3,642 | -$914 | -$914 | |
| .707 OAKMARK INTERNATIONAL-INST | 2022-04-18 | 2022-06-01 | $18 | $18 | |||
| 145.794 OAKMARK INTERNATIONAL-INST | 2021-03-02 | 2022-06-01 | $3,649 | $3,311 | $338 | $338 | |
| 93.666 DODGE & COX INCOME-I | 2022-02-24 | 2022-06-17 | $1,176 | $1,264 | -$88 | -$88 | |
| 106.006 DOUBLELINE TTL RTRN BND-I | 2022-02-24 | 2022-06-17 | $983 | $1,070 | -$87 | -$87 | |
| 1.75 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2022-06-17 | $20 | $26 | -$6 | -$6 | |
| 236.232 VANGUARD TTL BD MKT IDX-ADM | 2019-01-08 | 2022-06-21 | $2,306 | $2,466 | -$160 | -$160 | |
| 5268.021 VANGUARD TTL BD MKT IDX-ADM | 2019-01-08 | 2022-08-25 | $52,206 | $54,935 | -$2,729 | -$2,729 | |
| 578.232 PGIM HIGH YIELD-R6 | 2022-06-17 | 2022-08-29 | $2,747 | $2,925 | -$178 | -$178 | |
| 2515.009 PGIM HIGH YIELD-R6 | 2020-10-02 | 2022-08-29 | $11,946 | $13,677 | -$1,731 | -$1,731 | |
| 4972.008 VANGUARD INTRM BND IDX-ADM | 2022-08-26 | 2022-10-06 | $49,571 | $52,405 | -$2,834 | -$2,834 | |
| 2782.744 VANGUARD HI YLD CORP-ADM | 2022-08-30 | 2022-10-06 | $14,109 | $14,526 | -$417 | -$417 | |
| 68.801 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2022-11-01 | $865 | $777 | $88 | $88 | |
| 49.411 CHAMPLAIN MID CAP FUND-INST | 2019-06-05 | 2023-01-17 | $1,084 | $971 | $113 | $113 | |
| 3.117 BLACKROCK EQTY DVDND-K | 2022-04-18 | 2023-01-17 | $59 | $69 | -$10 | -$10 | |
| 5.613 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2023-01-17 | $170 | $163 | $7 | $7 | |
| 77.49 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2023-01-17 | $975 | $875 | $100 | $100 | |
| 20.275 PRINCIPAL BLUE CHIP-R6 | 2022-04-18 | 2023-01-17 | $607 | $683 | -$76 | -$76 | |
| 13.578 PRINCIPAL BLUE CHIP-R6 | 2019-06-05 | 2023-01-17 | $406 | $331 | $75 | $75 | |
| 19.916 VANGUARD DEV MKT INDX-ADM | 2022-04-18 | 2023-01-18 | $287 | $299 | -$12 | -$12 | |
| 5.107 VANGUARD INST INDEX-INST | 2020-11-03 | 2023-01-18 | $1,682 | $1,338 | $344 | $344 | |
| 7.564 CHAMPLAIN MID CAP FUND-INST | 2019-06-05 | 2023-03-09 | $163 | $149 | $14 | $14 | |
| 18.087 BLACKROCK EQTY DVDND-K | 2022-06-17 | 2023-03-09 | $329 | $369 | -$40 | -$40 | |
| 11.95 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-01-17 | 2023-03-09 | $137 | $144 | -$7 | -$7 | |
| 14.837 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2023-03-09 | $442 | $430 | $12 | $12 | |
| 6.124 NUANCE MID CAP VALUE-INST | 2022-06-17 | 2023-03-09 | $74 | $77 | -$3 | -$3 | |
| 16.783 PRINCIPAL BLUE CHIP-R6 | 2019-06-05 | 2023-03-09 | $490 | $410 | $80 | $80 | |
| 9.878 TRIBUTARY SMALL COMP-INST+ | 2023-01-17 | 2023-03-09 | $270 | $276 | -$6 | -$6 | |
| 435.135 VANGUARD TTL BD MKT IDX-ADM | 2023-01-18 | 2023-03-09 | $4,121 | $4,238 | -$117 | -$117 | |
| 28.417 VANGUARD DEV MKT INDX-ADM | 2022-04-18 | 2023-03-09 | $402 | $427 | -$25 | -$25 | |
| 4.399 VANGUARD INST INDEX-INST | 2019-06-05 | 2023-03-09 | $1,449 | $1,129 | $320 | $320 | |
| 1.446 VANGUARD SML CAP INDX-ADM | 2023-01-18 | 2023-03-09 | $133 | $135 | -$2 | -$2 | |
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,055 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,956 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $136 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $56 | AppliedToESTaxAmt |
| Refund | $25 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,888 | 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 | $185,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $198,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $198,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $195,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $9,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,812 | 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 | $11,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,812 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,244 | 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 | $7,461 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Mercy Hospital Carthage | ||||||||
| ATTN SCOTT WATSON | Carthage | MO | 64836 | NONE | PC | SUPPORT OF CHARITABLE | $881 | |
| CARTHAGE HUMANE SOCIETY | ||||||||
| ATTN RENAY MINSHEW | Carthage | MO | 64836 | NONE | PC | SUPPORT OF CHARITABLE | $7,931 | C/O TERESA STARK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,812 | 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 | $5,448 | 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 | -$4,956 | 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 | $492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $492 | 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 | COST BASIS ADJUSTMENT | Desc |
| Amt | $31 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $122 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $40 | $40 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |