DAVID & SHIRLEY LOWE FAMILY FDN 14537900: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & SHIRLEY LOWE FAMILY FDN 14537900 (EIN 37-6634031)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349101602
- Schema version
- 2024v5.1
- 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
- Schedule B
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T10:01:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-12 | 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 | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,886,146 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,882 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $48,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,174 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $27 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $112,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,707 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,707 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | 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 | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,376 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,384 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $520,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $550,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,117,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $774,039 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $744,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $737,634 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,399,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,325,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,886,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,399,422 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,325,828 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,399,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,325,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,399,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,325,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,399,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,807 | OtherIncreasesAmt |
| Subtotal | $1,325,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,325,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (172 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12. AMAZON COM INC | 2019-12-04 | 2024-01-24 | $1,884 | $1,058 | $826 | $826 | |
| 12. DUKE ENERGY CORP | 2017-02-03 | 2024-01-24 | $1,135 | $917 | $218 | $218 | |
| 103. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2024-01-24 | $9,002 | $5,621 | $3,381 | $3,381 | |
| 50000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024 | 2019-11-04 | 2024-02-01 | $50,000 | $50,000 | |||
| 4. COSTCO WHOLESALE CORP | 2010-05-07 | 2024-02-21 | $2,883 | $230 | $2,653 | $2,653 | |
| 25. STARBUCKS CORP | 2022-09-20 | 2024-02-21 | $2,366 | $2,274 | $92 | $92 | |
| 17. UNITED PARCEL SERVICE INC CLASS B | 2019-12-04 | 2024-02-21 | $2,508 | $1,999 | $509 | $509 | |
| 10. EATON CORP PLC | 2020-11-04 | 2024-02-21 | $2,765 | $1,065 | $1,700 | $1,700 | |
| 10. MARKETAXESS HOLDINGS INC | 2024-01-24 | 2024-03-20 | $2,176 | $2,762 | -$586 | -$586 | |
| 19. UNITED PARCEL SERVICE INC CLASS B | 2019-12-04 | 2024-03-20 | $2,931 | $2,234 | $697 | $697 | |
| 10. UNITEDHEALTH GROUP INC | 2016-12-06 | 2024-03-20 | $4,925 | $1,576 | $3,349 | $3,349 | |
| 15000. GENERAL MOTORS FINL CO 3.95% 13 APR 2024 | 2023-07-12 | 2024-04-15 | $15,000 | $14,788 | $212 | $212 | |
| 40. STARBUCKS CORP | 2022-09-20 | 2024-06-20 | $3,197 | $3,639 | -$442 | -$442 | |
| 9. EATON CORP PLC | 2020-11-04 | 2024-06-20 | $2,900 | $914 | $1,986 | $1,986 | |
| 50. EDWARDS LIFESCIENCES CORP | 2024-01-24 | 2024-07-31 | $3,127 | $3,756 | -$629 | -$629 | |
| 41. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-21 | $2,744 | $1,302 | $1,442 | $1,442 | |
| 17. BROADCOM INC | 2020-01-08 | 2024-08-21 | $2,802 | $526 | $2,276 | $2,276 | |
| 13. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-21 | $2,916 | $1,918 | $998 | $998 | |
| 10. CISCO SYSTEMS INC | 2023-12-26 | 2024-09-18 | $507 | $504 | $3 | $3 | |
| 64. CISCO SYSTEMS INC | 2023-08-18 | 2024-09-18 | $3,246 | $3,544 | -$298 | -$298 | |
| 8. INTUIT INC | 2016-12-01 | 2024-09-18 | $5,096 | $905 | $4,191 | $4,191 | |
| 5. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-09-18 | $2,686 | $2,979 | -$293 | -$293 | |
| 5. ADOBE SYSTEMS INC | 2024-02-21 | 2024-10-16 | $2,510 | $2,684 | -$174 | -$174 | |
| 4. INTUIT INC | 2016-12-01 | 2024-10-16 | $2,441 | $453 | $1,988 | $1,988 | |
| 18. ABBVIE INC | 2020-06-03 | 2024-11-20 | $3,015 | $1,639 | $1,376 | $1,376 | |
| 4. LILLY ELI & COMPANY | 2022-01-25 | 2024-11-20 | $3,017 | $957 | $2,060 | $2,060 | |
| 32. MERCK & CO. INC. | 2023-08-18 | 2024-11-20 | $3,123 | $3,500 | -$377 | -$377 | |
| 32. PEPSICO INC | 2017-02-03 | 2024-11-20 | $5,086 | $3,297 | $1,789 | $1,789 | |
| 20000. US TREASURY NOTE/BOND 4.5% 30 NOV 2024 | 2023-07-12 | 2024-12-02 | $20,000 | $19,827 | $173 | $173 | |
| 3. COSTCO WHOLESALE CORP | 2010-05-07 | 2024-12-04 | $2,970 | $172 | $2,798 | $2,798 | |
| 6. LOCKHEED MARTIN CORP | 2024-02-21 | 2024-12-04 | $3,106 | $2,563 | $543 | $543 | |
| 36. WAL MART STORES INC | 2019-12-04 | 2024-12-04 | $3,394 | $1,426 | $1,968 | $1,968 | |
| 3. ABBOTT LABORATORIES | 2020-01-08 | 2024-12-13 | $338 | $260 | $78 | $78 | |
| 2. ABBVIE INC | 2020-06-03 | 2024-12-13 | $342 | $182 | $160 | $160 | |
| 7. ALPHABET INC | 2021-10-06 | 2024-12-13 | $1,334 | $960 | $374 | $374 | |
| 6. AMAZON COM INC | 2023-05-17 | 2024-12-13 | $1,365 | $693 | $672 | $672 | |
| 6. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-12-13 | $440 | $191 | $249 | $249 | |
| 12. APPLE COMPUTER INC | 2023-04-21 | 2024-12-13 | $2,959 | $1,979 | $980 | $980 | |
| 1. AUTODESK INC | 2024-11-20 | 2024-12-13 | $301 | $308 | -$7 | -$7 | |
| 1. AUTOMATIC DATA PROCESSING INC | 2023-12-26 | 2024-12-13 | $291 | $233 | $58 | $58 | |
| 10. BANK OF AMERICA CORP | 2019-12-04 | 2024-12-13 | $454 | $333 | $121 | $121 | |
| 2. BERKSHIRE HATHAWAY INC-CL B | 2023-10-18 | 2024-12-13 | $916 | $681 | $235 | $235 | |
| 3. BROADCOM INC | 2020-01-08 | 2024-12-13 | $682 | $93 | $589 | $589 | |
| 3. CHEVRONTEXACO CORP | 2016-12-06 | 2024-12-13 | $461 | $340 | $121 | $121 | |
| 5. COMCAST CORP-CLASS A | 2023-06-21 | 2024-12-13 | $199 | $204 | -$5 | -$5 | |
| 1. CONSTELLATION ENERGY | 2024-12-04 | 2024-12-13 | $236 | $253 | -$17 | -$17 | |
| 5. COPART INC | 2024-06-20 | 2024-12-13 | $303 | $270 | $33 | $33 | |
| 2. COSTAR GROUP INC | 2024-08-21 | 2024-12-13 | $147 | $151 | -$4 | -$4 | |
| 1. DANAHER CORP | 2024-08-21 | 2024-12-13 | $234 | $271 | -$37 | -$37 | |
| 2. DUKE ENERGY CORP | 2016-12-06 | 2024-12-13 | $215 | $148 | $67 | $67 | |
| 5. EXXON MOBIL CORP | 2021-07-07 | 2024-12-13 | $552 | $303 | $249 | $249 | |
| 2. META PLATFORMS INC-CLASS A | 2023-10-18 | 2024-12-13 | $1,238 | $637 | $601 | $601 | |
| 2. FASTENAL CO | 2024-11-20 | 2024-12-13 | $154 | $164 | -$10 | -$10 | |
| 3. GILEAD SCIENCES INC | 2022-12-08 | 2024-12-13 | $273 | $268 | $5 | $5 | |
| 2. HOME DEPOT INC | 2016-12-07 | 2024-12-13 | $831 | $266 | $565 | $565 | |
| 2. HONEYWELL INTERNATIONAL INC | 2019-12-04 | 2024-12-13 | $451 | $348 | $103 | $103 | |
| 1. INTUITIVE SURGICAL INC | 2024-09-18 | 2024-12-13 | $540 | $482 | $58 | $58 | |
| 5. J P MORGAN CHASE & CO | 2023-04-21 | 2024-12-13 | $1,197 | $705 | $492 | $492 | |
| 4. JOHNSON & JOHNSON | 2023-04-21 | 2024-12-13 | $583 | $650 | -$67 | -$67 | |
| 1. LILLY ELI & COMPANY | 2022-01-25 | 2024-12-13 | $790 | $239 | $551 | $551 | |
| 1. MASTERCARD INC - A | 2016-12-06 | 2024-12-13 | $528 | $102 | $426 | $426 | |
| 2. MCDONALDS CORP | 2020-11-04 | 2024-12-13 | $590 | $431 | $159 | $159 | |
| 7. MICROSOFT CORP | 2023-04-21 | 2024-12-13 | $3,132 | $2,000 | $1,132 | $1,132 | |
| 5. NEXTERA ENERGY INC | 2017-02-03 | 2024-12-13 | $367 | $155 | $212 | $212 | |
| 9. NVIDIA CORP | 2023-08-31 | 2024-12-13 | $1,206 | $446 | $760 | $760 | |
| 3. ORACLE CORPORATION | 2024-12-04 | 2024-12-13 | $517 | $566 | -$49 | -$49 | |
| 1. PARKER HANNIFIN CORP | 2023-06-21 | 2024-12-13 | $671 | $375 | $296 | $296 | |
| 1. PAYCHEX INC | 2024-01-24 | 2024-12-13 | $138 | $122 | $16 | $16 | |
| 2. PROCTER & GAMBLE CO | 2017-02-03 | 2024-12-13 | $341 | $175 | $166 | $166 | |
| 2. PROLOGIS INC | 2023-05-17 | 2024-12-13 | $220 | $245 | -$25 | -$25 | |
| 11. REGIONS FINANCIAL CORP | 2024-01-24 | 2024-12-13 | $273 | $212 | $61 | $61 | |
| 2. SEI INVESTMENT CO | 2024-12-04 | 2024-12-13 | $169 | $166 | $3 | $3 | |
| 1. SALESFORCE INC | 2023-08-18 | 2024-12-13 | $352 | $205 | $147 | $147 | |
| 3. TJX COMPANIES INC | 2024-11-20 | 2024-12-13 | $375 | $360 | $15 | $15 | |
| 2. TEXAS INSTRUMENTS INC | 2016-12-06 | 2024-12-13 | $380 | $143 | $237 | $237 | |
| 3. TRAVELERS COS INC/THE | 2020-10-07 | 2024-12-13 | $735 | $342 | $393 | $393 | |
| 1. UNION PACIFIC CORP | 2019-12-04 | 2024-12-13 | $232 | $172 | $60 | $60 | |
| 25000. US TREASURY NOTE/BOND 6.75% 15 AUG 2026 | 2023-12-26 | 2024-12-13 | $26,039 | $26,122 | -$83 | -$83 | |
| 1. UNITEDHEALTH GROUP INC | 2016-12-06 | 2024-12-13 | $523 | $158 | $365 | $365 | |
| 1. VISA INC-CLASS A SHARES | 2023-08-18 | 2024-12-13 | $314 | $239 | $75 | $75 | |
| 4. WAL MART STORES INC | 2019-12-04 | 2024-12-13 | $376 | $158 | $218 | $218 | |
| 6. WELLTOWER INC | 2023-10-18 | 2024-12-13 | $770 | $511 | $259 | $259 | |
| 2. ZOETIS INC | 2024-03-20 | 2024-12-13 | $354 | $341 | $13 | $13 | |
| 1. ACCENTURE PLC-CL A | 2017-02-03 | 2024-12-13 | $355 | $115 | $240 | $240 | |
| 2. EATON CORP PLC | 2016-12-01 | 2024-12-13 | $711 | $125 | $586 | $586 | |
| 1. LINDE PLC | 2020-01-08 | 2024-12-13 | $432 | $208 | $224 | $224 | |
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,174 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,908 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,749 | OverpaymentAmt |
| Applied To ES Tax | $580 | AppliedToESTaxAmt |
| Refund | $1,169 | 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 | $10,707 | 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 | $1,727,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,817,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,817,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,790,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,159 | TotalTaxAmt |
| Distributable Before Adj | $88,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,376 | 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 | $171,376 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,334 | 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 | $171,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,334 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,685 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,685 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,685 | 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 | $77,685 | 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 (32 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 |
|---|---|---|---|---|---|---|---|---|
| HOLY ROSARY CHURCH | ||||||||
| 610 S 4TH STREET | CLINTON | MO | 64735 | NONE | PC | QUARTERLY DISTRIBUTION | $10,000 | |
| DIOCESE KANSAS CITY-ST JOSEPH | ||||||||
| PO BOX 419037 | KANSAS CITY | MO | 64141 | NONE | PC | ANNUAL CATHOLIC APPEAL | $1,000 | |
| UNBOUND | ||||||||
| PO BOX 219114 | KANSAS CITY | MO | 64121 | NONE | PC | SPONSORSHIP 576 - BIRTHDAY | $626 | |
| HENRY COUNTY HISTORICAL SOCIETY | ||||||||
| 203 W FRANKLIN ST | CLINTON | MO | 64735 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | ||||||||
| 2560 HUNTINGTON AVE | ALEXANDRIA | MO | 22303 | NONE | PC | CHARITABLE GIFT | $500 | |
| GOLDEN VALLEY DOOR OF HOPE | ||||||||
| 808 IOWA CIRCLE | CLINTON | MO | 64735 | NONE | PC | ROBERTS SEXAUER RETIREMENT | $100 | |
| CLINTON CHRISTIAN CHURCH | ||||||||
| 1201 E OHIO ST | CLINTON | MO | 64735 | NONE | PC | FOR THE MEMORIAL FOR | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | FOR THE MEMORIAL FOR | $500 | |
| KNIGHTS OF COLUMBUS | ||||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | COUNCIL 1896 COATS FOR KIDS | $1,300 | |
| HOLY ROSARY CHURCH | ||||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | QUARTERLY DISTRIBUTION | $1,000 | |
| HOLY ROSARY | ||||||||
| 314 W JEFFERSON | CLINTON | MO | 64375 | NONE | PC | CHARITABLE GIFT | $350 | |
| IMMACULATE CONCEPTION CHURCH | ||||||||
| 606 KANSAS AVENUE | MONTROSE | MO | 64770 | NONE | PC | MEMORY OF TIM KALWEI FOR ST | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 203 SOUTH PLEASANT STREET | BELDING | MI | 48809 | NONE | PC | IN MEMORY OF LUCILLE | $1,000 | JOHNSON-FEUERSTEIN FUNERAL HOME |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | IN MEMORY OF JOHN WILSON | $5,000 | |
| GOLDEN VALLEY DOOR OF HOPE | ||||||||
| 808 IOWA CIRCLE | CLINTON | MO | 64735 | NONE | PC | IN HONOR OF PEGGY ROBERTS | $100 | |
| TAKE JAKE | ||||||||
| 5590 HIGH STREET | DENVER | CO | 80216 | NONE | PC | ANNUAL FUNDRAISER | $1,000 | |
| HOLY ROSARY CHURCH | ||||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | GIFT | $5,000 | |
| FINEY BAPTIST CHURCH | ||||||||
| 314 W JEFFERSON | CLINTON | MO | 64375 | NONE | PC | IN MEMORY OF EDWARD | $500 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF | ||||||||
| 375 KINGS HIGHWAY NORTH SUITE B | CHERRY HILL | NJ | 08034 | NONE | PC | IN MEMORY OF BERNIE HERRICK | $1,000 | AMERICA ATTN DEVELOPMENT DEPARTMENT |
| OUTPACING MELANOMA FOUNDATION | ||||||||
| 8883 MCCOY ST | LENEXA | KS | 66227 | NONE | PC | IN MEMORY OF PHILIP PARKS | $500 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | GIFT FROM DAVID-SHIRLEY | $5,000 | |
| DOOR OF HOPE | ||||||||
| 401 NORTH VANSANT ROAD | CLINTON | MO | 64735 | NONE | PC | GIFT FROM DAVID-SHIRLEY | $2,500 | |
| AMERICAN FOUNDATION FOR SUICIDE | ||||||||
| 1410 EAST DZF ROAD | CLINTON | MO | 64735 | NONE | PC | IN MEMORY OF DAVID KYLE | $500 | PREVENTION |
| NATIONAL FIRE SAFETY COUNCIL INC | ||||||||
| 301 S WASHINGTON ST | CLINTON | MO | 64735 | NONE | PC | GIFT DAVID-SHIRLEY LOWE FAM | $400 | |
| MONTROSE YOUTH ACTIVITY ASSOCIATION | ||||||||
| 10161 SOUTH HIGHWAY 52 | MONTROSE | MO | 64770 | NONE | PC | GIFT DAVID-SHIRLEY LOWE | $5,000 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | IN MEMORY OF RITA CHADWICK | $1,000 | |
| CLINTON CHRISTIAN CHURCH | ||||||||
| 314 W JEFFERSON ST | CLINTON | MO | 64735 | NONE | PC | IN MEMORY OF GLENN GOVER | $500 | |
| HOLY ROSARY CATHOLIC SCHOOL | ||||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | IN MEMORY OF LARRY | $500 | |
| HOLY ROSARY CHURCH | ||||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | QUARTERLY DISTRIBUTION | $5,000 | |
| MISSOURI VALLEY COLLEGE | ||||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | DAVID-SHIRLEY LOWE | $12,500 | |
| EDUCATION FOUNDATION FOR CLINTON STUDENT | ||||||||
| 701 S 8TH ST | CLINTON | MO | 64735 | NONE | PC | HOME RUN FOR THE FUTURE | $100,000 | |
| CRUISIN TO CLINTON | ||||||||
| 315 NW 581 RD | CLINTON | MO | 64735 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,376 | 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 | $48,084 | 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 | $46,174 | 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 | SEC 897 CAP GAIN | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,285 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Business Name Line2ContributorBusinessName/BusinessNameLine2Txt | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| Shirley Lowe Revocable Trust dtd 12-24-1 | ||||||||
| 1 | Shirley A Lowe Trustee | 410 North Vansant | Clinton | MO | 64735 | $4,323 | Yes (X) | |
| Shirley Lowe Revocable Trust dtd 12-24-1 | ||||||||
| 2 | Shirley A Lowe Trustee | 410 North Vansant | Clinton | MO | 64735 | $7,661 | Yes (X) | |
| Shirley Lowe Revocable Trust dtd 12-24-1 | ||||||||
| 3 | Shirley A Lowe Trustee | 410 North Vansant | Clinton | MO | 64735 | $4,020 | Yes (X) | |
| PAYPAL GIVING FUND | ||||||||
| 4 | 1250 STREET NW SUITE 1202 | Washington | DC | 20005 | $1,879 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25 SHARES OF COSTCO WHOLESALE CORP | $24,822 | 2024-12-17 |
| 2 | 200 SHARES OF APPLE INC | $50,208 | 2024-12-17 |
| 3 | 200 SHARES OF PROGRESSIVE CORP | $50,050 | 2024-12-17 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 897 CAPITAL GAIN | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENTS OF COST BASIS | $1,805 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,424 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,908 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $145 | $145 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |