HILDA SMITH PERMANENT SCHOLARSHIP ENDOWMENT: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HILDA SMITH PERMANENT SCHOLARSHIP ENDOWMENT (EIN 48-6318731)
Tax period: 2023-09-01 to 2024-08-31
Filed: 2025-01-15
IRS object ID: 202540159349100809
Schema version: 2023v6.0
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 Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-01-15T20:01:14-06:00	ReturnTs
Tax Period End	2024-08-31	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	2023-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	486318731	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HILDA SMITH PERMANENT SCHOLARSHIP ENDOWMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	8168607710	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	KELSEY SHIREMAN	PersonNm
Person Title	Vice President	PersonTitleTxt
Phone	8168607710	PhoneNum
Signature	2025-01-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH B HULL	PreparerPersonNm
PTIN	P00135850	PTIN
Phone	6142327290	PhoneNum
Preparation	2025-01-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$511,579	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$13,321	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$13,321	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$50,048	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$216,536	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$50,048	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$79	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$63,448	TotalRevAndExpnssAmt
Total Net Invst Incm	$63,369	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$7,047	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$3,523	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$3,523	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	$1,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$1,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$112	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$112	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	$321	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$321	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$8,480	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,956	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,523	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$19,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$19,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$27,780	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,956	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$23,823	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$35,668	ExcessRevenueOverExpensesAmt
Net Investment Income	$59,413	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$16,501	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,529	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,529	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$397,436	OtherInvestmentsBOYAmt
Other Investments EOY	$445,275	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$507,050	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$413,937	TotalAssetsBOYAmt
Total Assets EOY	$449,804	TotalAssetsEOYAmt
Total Assets EOYFMV	$511,579	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$413,937	CapitalStockBOYAmt
Capital Stock EOY	$449,804	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$413,937	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$449,804	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$413,937	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$449,804	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$413,937	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$35,668	ExcessRevenueOverExpensesAmt
Other Increases	$199	OtherIncreasesAmt
Subtotal	$449,804	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$449,804	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
.93 VANGUARD INST INDEX-INST	2023-03-23	2023-11-07	$340	$306	$34	$34
214.681 VANGUARD INST INDEX-INST	2020-11-03	2023-11-07	$78,541	$34,723	$43,818	$43,818
202.888 CHAMPLAIN MID CAP FUND-INST	2022-11-01	2023-11-08	$4,281	$4,226	$55	$55
81.873 NUANCE MID CAP VALUE-INST	2022-12-21	2023-11-08	$909	$991	-$82	-$82
285.121 NUANCE MID CAP VALUE-INST	2016-11-17	2023-11-08	$3,165	$3,228	-$63	-$63
60.932 DODGE & COX INCOME-I	2020-12-21	2024-01-29	$764	$861	-$97	-$97
242.992 DOUBLELINE TTL RTRN BND-I	2023-08-07	2024-01-29	$2,133	$2,109	$24	$24
4730.832 DOUBLELINE TTL RTRN BND-I	2023-01-13	2024-01-29	$41,537	$50,835	-$9,298	-$9,298
402. ISHARES INTERMEDIATE GOVERNM	2023-07-13	2024-01-29	$41,989	$41,571	$418	$418
9.247 PGIM HIGH YIELD-R6	2020-01-09	2024-01-29	$43	$52	-$9	-$9
.711 CHAMPLAIN MID CAP FUND-INST	2022-12-15	2024-02-22	$18	$15	$3	$3
17. ISHARES MSCI USA QUALITY FAC	2023-06-05	2024-02-22	$2,721	$2,208	$513	$513
104.023 PRINCIPAL BLUE CHIP-R6	2022-12-13	2024-02-22	$4,402	$2,892	$1,510	$1,510
10.006 VANGUARD 500 INDEX-ADM	2023-11-08	2024-02-23	$4,707	$4,050	$657	$657
.434 CHAMPLAIN MID CAP FUND-INST	2023-12-18	2024-03-27	$11	$10	$1	$1
147.143 CHAMPLAIN MID CAP FUND-INST	2022-12-15	2024-03-27	$3,892	$2,876	$1,016	$1,016
22.501 NUANCE MID CAP VALUE-INST	2024-02-22	2024-03-27	$283	$274	$9	$9
279.82 NUANCE MID CAP VALUE-INST	2018-12-20	2024-03-27	$3,517	$3,099	$418	$418
297.667 PRINCIPAL BLUE CHIP-R6	2022-06-17	2024-03-28	$12,954	$7,323	$5,631	$5,631
238.869 PRINCIPAL BLUE CHIP-R6	2019-06-04	2024-07-31	$10,749	$5,752	$4,997	$4,997
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P
CAPITAL GAIN DIVIDENDS					$387		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$50,048	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$826	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$826	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$826	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$112	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$112	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$714	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	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	8168607710	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1010 GRAND BLVD	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	641416692	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	Yes (true)	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	UMB BANK N A	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1010 GRAND	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64103	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUST OFFICER	TitleTxt
Average Hrs Per Wk Devoted To Pos	2	AverageHrsPerWkDevotedToPosRt
Compensation	$7,047	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	$467,852	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$19,985	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$487,838	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$487,838	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,318	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$480,520	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$24,026	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$24,026	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$826	TaxBasedOnInvestmentIncomeAmt
Total Tax	$826	TotalTaxAmt
Distributable Before Adj	$23,200	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$23,200	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$23,200	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$23,823	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	$23,823	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$23,200	DistributableAsAdjustedAmt
Undistributed Income PY	$18,144	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	$23,823	QualifyingDistributionsAmt
Applied To Year1	$18,144	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,679	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	$17,521	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

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	UMB NATIONAL BANK OF AMERICA ATTN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 560	AddressLine1Txt
City	SALINA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	674020560	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7858264530	RecipientPhoneNum
Form And Info And Materials	SEE ATTACHED APPLICATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	AWARDED TO SENIORS GRADUATING FROM HIGHSCHOOLS IN SALINE COUNTY, KANSAS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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
LOGAN COUNTY HOSPITAL
211 CHERRY AVENUE	OAKLEY	KS	677481201	NONE	PC	GENERAL OPERATING	$3,500
PRESBYTERIAN MANORS
PO BOX 20440	WICHITA	KS	67208	NONE	PC	GENERAL OPERATING	$4,400
FIRST PRESBYTERIAN CHURCH
308 S 8TH ST	SALINA	KS	67401	NONE	PC	GENERAL OPERATING	$4,400
UNIVERSITY OF KANSAS
1502 LOWA ST	LAWRENCE	KS	66045	NONE	PC	SCHOLARSHIP	$1,000
KANSAS STATE UNIVERSITY
104 FAIRCHILD HALL	MANHATTAN	KS	66506	NONE	PC	SCHOLARSHIP RECIPIENT	$2,000	FBO - JORDAN BROWN
PITTSBURG STATE UNIVERSITY
1701 S BROADWAY	PITTSBURG	KS	66762	NONE	PC	SCHOLARSHIP RECIPIENT	$1,000
NORTHEAST COMMUNITY COLLEGE
801 E BENJAMIN AVE	NORFOLK	NE	68701	NONE	PC	SCHOLARSHIP RECIPIENT	$1,000
BARTON COMMUNITY COLLEGE
245 NE 30 RD	GREAT BEND	KS	67530	NONE	PC	SCHOLARSHIP RECIPIENT	$1,000
HUTCHINSON COMMUNITY COLLEGE
1300 NORTH PLUM	HUTCHINSON	KS	67501	NONE	PC	SCHOLARSHIP RECIPIENT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$19,300	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	$13,321	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	$50,048	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	$79	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$63,448	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$63,448	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	$1,000	Amt
Disbursements Charitable Prps	$1,000	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MINERAL INTEREST - AD VALOREM	$246	$246	$0
MINERAL INTEREST - OTHER EXPEN	$75	$75	$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	$79	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$199	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE INCOME TAXES	$6	$6	$0
FOREIGN TAXES ON QUALIFIED FOR	$89	$89	$0
FOREIGN TAXES ON NONQUALIFIED	$17	$17	$0