IVY A MONK SCHOLARSHIP TRUSR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IVY A MONK SCHOLARSHIP TRUSR (EIN 48-6186267)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2023-06-29
- IRS object ID
- 202321809349100102
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-29T07:00:11-05:00 | ReturnTs |
| Tax Period End | 2023-02-28 | 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 | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486186267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVY MONK SCHOLARSHIP 10062300 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONK | 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 | 2023-06-05 | 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 | 2023-06-05 | 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 | $900,886 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $39 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $16,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,410 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,567 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,784 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,784 | 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 | $2,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $388 | 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 | $6,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,001 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,245 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $831,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $805,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $877,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $865,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $828,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $900,886 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $865,401 | CapitalStockBOYAmt |
| Capital Stock EOY | $828,966 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $865,401 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $828,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $865,401 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $828,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $865,401 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $829,300 | SubtotalAmt |
| Other Decreases | $334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $828,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 26. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $3,277 | $2,099 | $1,178 | $1,178 | |
| 75. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $3,296 | $5,630 | -$2,334 | -$2,334 | |
| 14. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $3,322 | $1,810 | $1,512 | $1,512 | |
| 11. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $2,875 | $2,280 | $595 | $595 | |
| 150.774 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $22,146 | $21,986 | $160 | $160 | |
| 9. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-04-14 | $2,895 | $2,182 | $713 | $713 | |
| 7. MASTERCARD INC - A | 2015-03-12 | 2022-04-14 | $2,514 | $626 | $1,888 | $1,888 | |
| 10. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $2,537 | $2,947 | -$410 | -$410 | |
| 100. DUKE WEEKS REALTY CORP | 2019-08-15 | 2022-06-10 | $5,001 | $3,282 | $1,719 | $1,719 | |
| 102. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $3,584 | $5,998 | -$2,414 | -$2,414 | |
| 39. KKR & CO INC | 2021-12-09 | 2022-06-10 | $1,998 | $2,961 | -$963 | -$963 | |
| 12. ZSCALER INC | 2021-08-12 | 2022-06-10 | $1,845 | $2,910 | -$1,065 | -$1,065 | |
| 13. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $1,025 | $1,634 | -$609 | -$609 | |
| 18. NUCOR CORP | 2021-08-12 | 2022-07-14 | $1,954 | $2,261 | -$307 | -$307 | |
| 14. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $2,510 | $1,694 | $816 | $816 | |
| 4. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $1,819 | $2,731 | -$912 | -$912 | |
| 5. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $2,273 | $2,846 | -$573 | -$573 | |
| 67. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $2,608 | $3,144 | -$536 | -$536 | |
| 30. ABBOTT LABORATORIES | 2018-09-13 | 2022-09-16 | $3,121 | $1,815 | $1,306 | $1,306 | |
| 40. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $3,729 | $3,103 | $626 | $626 | |
| 58. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $2,674 | $4,337 | -$1,663 | -$1,663 | |
| 29. ZOETIS INC | 2022-02-10 | 2022-09-16 | $4,560 | $5,877 | -$1,317 | -$1,317 | |
| 14. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $2,047 | $4,140 | -$2,093 | -$2,093 | |
| 6. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $1,845 | $2,116 | -$271 | -$271 | |
| 1. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $307 | $242 | $65 | $65 | |
| 9. LINDE PLC/OLD | 2020-12-10 | 2022-10-13 | $2,537 | $2,263 | $274 | $274 | |
| 145.206 BGF INTERNATIONAL ALPHA-INST | 2021-12-29 | 2022-11-03 | $1,401 | $2,227 | -$826 | -$826 | |
| 2081.133 BGF INTERNATIONAL ALPHA-INST | 2020-12-29 | 2022-11-03 | $20,083 | $30,478 | -$10,395 | -$10,395 | |
| 1348.636 OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2022-11-03 | $27,472 | $30,425 | -$2,953 | -$2,953 | |
| 112.566 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-11-03 | $1,371 | $1,528 | -$157 | -$157 | |
| 129.606 NUANCE MID CAP VALUE-INST | 2019-12-20 | 2022-11-03 | $1,579 | $1,572 | $7 | $7 | |
| 37. ALPHABET INC | 2021-10-14 | 2022-11-10 | $3,482 | $5,218 | -$1,736 | -$1,736 | |
| 23. AMAZON COM INC | 2016-05-12 | 2022-11-10 | $2,215 | $827 | $1,388 | $1,388 | |
| 17. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $1,904 | $2,998 | -$1,094 | -$1,094 | |
| 13. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $3,126 | $3,726 | -$600 | -$600 | |
| 22. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $1,702 | $2,359 | -$657 | -$657 | |
| 25. BLACKSTONE INC | 2021-08-12 | 2022-12-15 | $1,934 | $2,793 | -$859 | -$859 | |
| 11. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-12-15 | $2,468 | $1,361 | $1,107 | $1,107 | |
| 18. SALESFORCE INC | 2018-08-08 | 2022-12-15 | $2,345 | $2,129 | $216 | $216 | |
| 170. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2009-05-13 | 2023-01-09 | $16,629 | $3,574 | $13,055 | $13,055 | |
| 9. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-13 | $2,206 | $1,721 | $485 | $485 | |
| 195. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $2,473 | $2,496 | -$23 | -$23 | |
| 19. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $1,234 | $1,265 | -$31 | -$31 | |
| 15. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-30 | $3,186 | $2,727 | $459 | $459 | |
| 5. ELEVANCE HEALTH INC | 2022-04-14 | 2023-02-09 | $2,430 | $2,591 | -$161 | -$161 | |
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,645 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,312 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,211 | OverpaymentAmt |
| Applied To ES Tax | $104 | AppliedToESTaxAmt |
| Refund | $1,107 | 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 AVE | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,567 | 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 | $893,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $931,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $931,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $917,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $45,786 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,786 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,786 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,584 | 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 | $37,584 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,786 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,628 | 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 | $37,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,628 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,956 | 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 | $21,830 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIP AMERICA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 INTERNATIONAL DRIVE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $20,479 | 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 | -$3,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,773 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE ACTION ADJUSTMENT | $332 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $6,000 | $6,000 | $0 |
| ADR FEES | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $806 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,312 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $334 | $334 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $54 | $54 | $0 |