CLARA L SHUMWAY CHAR TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLARA L SHUMWAY CHAR TR (EIN 43-6743873)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-06
- IRS object ID
- 202500379349101165
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-06T16:01:12-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436743873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARA SHUMWAY CHAR TRUST 10373600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-01-03 | 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 |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-01-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,909,269 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,324,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,606 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $393,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,089 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,881 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,440 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,440 | 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 | $3,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,423 | 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 | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,702 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,191 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,191 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $210,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,201 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,201 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,890,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,013,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,699,068 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,100,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,223,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,909,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,100,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,223,391 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,100,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,223,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,100,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,223,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,100,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,223,391 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,223,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (208 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 540. DELTA AIR LINES INC | 2023-08-10 | 2023-10-12 | $18,912 | $24,215 | -$5,303 | -$5,303 | |
| 16. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-10-12 | $14,687 | $6,450 | $8,237 | $8,237 | |
| 82. QUANTA SERVICES INC | 2021-03-15 | 2023-10-12 | $14,595 | $7,251 | $7,344 | $7,344 | |
| 251. SHOPIFY INC - CLASS A | 2023-08-10 | 2023-10-12 | $13,388 | $14,191 | -$803 | -$803 | |
| 24. VERALTO CORP | 2009-04-17 | 2023-10-26 | $1,691 | $174 | $1,517 | $1,517 | |
| 375. ON SEMICONDUCTOR | 2022-08-11 | 2023-11-09 | $24,056 | $23,118 | $938 | $938 | |
| 2748. DOUBLELINE TTL RTRN BND-I | 2016-01-26 | 2023-12-26 | $24,320 | $29,953 | -$5,633 | -$5,633 | |
| 196. BOEING CO | 2022-12-15 | 2024-01-08 | $45,589 | $35,472 | $10,117 | $10,117 | |
| 58. DEERE & CO | 2021-10-14 | 2024-01-11 | $22,701 | $19,060 | $3,641 | $3,641 | |
| 40. NETFLIX COM INC | 2022-12-15 | 2024-01-11 | $19,761 | $11,625 | $8,136 | $8,136 | |
| 21. INTUIT INC | 2019-01-10 | 2024-02-15 | $13,928 | $4,308 | $9,620 | $9,620 | |
| 149. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-02-15 | $12,789 | $13,348 | -$559 | -$559 | |
| 27. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-02-15 | $9,890 | $4,477 | $5,413 | $5,413 | |
| 15. SERVICENOW INC | 2023-01-30 | 2024-02-15 | $11,732 | $6,648 | $5,084 | $5,084 | |
| 107. TESLA INC | 2021-04-15 | 2024-02-15 | $21,268 | $25,523 | -$4,255 | -$4,255 | |
| 37. VERTEX PHARMACEUTICALS INC | 2022-09-16 | 2024-02-15 | $15,724 | $10,690 | $5,034 | $5,034 | |
| 106. ALPHABET INC | 2015-08-13 | 2024-02-28 | $14,432 | $3,639 | $10,793 | $10,793 | |
| 19. INTUIT INC | 2019-01-10 | 2024-02-28 | $12,528 | $3,897 | $8,631 | $8,631 | |
| 59. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-02-28 | $14,674 | $10,441 | $4,233 | $4,233 | |
| 38. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-02-28 | $11,989 | $6,301 | $5,688 | $5,688 | |
| 632. SCHLUMBERGER LTD | 2023-09-14 | 2024-02-28 | $30,412 | $35,895 | -$5,483 | -$5,483 | |
| 5. SERVICENOW INC | 2023-05-11 | 2024-02-28 | $3,800 | $2,259 | $1,541 | $1,541 | |
| 10. SERVICENOW INC | 2023-01-30 | 2024-02-28 | $7,599 | $4,432 | $3,167 | $3,167 | |
| 25000. US TREASURY NOTE/BOND 2.375% 29 FEB 2024 | 2020-11-05 | 2024-02-29 | $25,000 | $25,000 | |||
| 9. BOOKING HOLDINGS INC | 2023-03-09 | 2024-03-26 | $32,874 | $22,644 | $10,230 | $10,230 | |
| 125. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-03-26 | $35,594 | $20,136 | $15,458 | $15,458 | |
| 73. VERTEX PHARMACEUTICALS INC | 2022-07-14 | 2024-03-26 | $30,516 | $18,935 | $11,581 | $11,581 | |
| 5766.318 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2024-03-27 | $152,519 | $116,902 | $35,617 | $35,617 | |
| 9911.659 NUANCE MID CAP VALUE-INST | 2016-11-17 | 2024-03-27 | $124,590 | $112,200 | $12,390 | $12,390 | |
| 25. ADOBE SYSTEMS INC | 2023-11-09 | 2024-04-11 | $12,138 | $14,495 | -$2,357 | -$2,357 | |
| 97. MORGAN STANLEY DEAN WITTER & CO | 2020-11-13 | 2024-04-11 | $8,405 | $5,526 | $2,879 | $2,879 | |
| 19. NVIDIA CORP | 2020-05-14 | 2024-04-11 | $17,109 | $1,518 | $15,591 | $15,591 | |
| 66. UNITEDHEALTH GROUP INC | 2016-06-08 | 2024-04-11 | $29,306 | $9,267 | $20,039 | $20,039 | |
| 106. AMERICAN TOWER CORP | 2024-01-11 | 2024-05-09 | $19,773 | $21,995 | -$2,222 | -$2,222 | |
| 30. IDEXX LABORATORIES CORP | 2024-02-15 | 2024-05-09 | $15,057 | $17,047 | -$1,990 | -$1,990 | |
| 97. ACCENTURE PLC-CL A | 2018-09-13 | 2024-05-09 | $29,628 | $16,711 | $12,917 | $12,917 | |
| 72. DISNEY WALT HOLDING CO | 2024-03-26 | 2024-06-13 | $7,175 | $8,668 | -$1,493 | -$1,493 | |
| 82. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-06-13 | $13,944 | $13,719 | $225 | $225 | |
| 90. NUCOR CORP | 2021-08-12 | 2024-06-13 | $13,851 | $11,307 | $2,544 | $2,544 | |
| 13. O'REILLY AUTOMOTIVE INC | 2020-05-14 | 2024-06-13 | $12,991 | $5,141 | $7,850 | $7,850 | |
| 46.249 VANGUARD INST INDEX-INST | 2023-04-03 | 2024-06-14 | $20,733 | $15,920 | $4,813 | $4,813 | |
| 215. PENTAIR PLC | 2023-07-13 | 2024-06-25 | $16,114 | $14,373 | $1,741 | $1,741 | |
| 23. ALPHABET INC | 2023-05-18 | 2024-07-30 | $3,910 | $2,829 | $1,081 | $1,081 | |
| 22. AMAZON COM INC | 2023-04-13 | 2024-07-30 | $3,993 | $2,252 | $1,741 | $1,741 | |
| 36. APPLE COMPUTER INC | 2021-12-09 | 2024-07-30 | $7,875 | $6,305 | $1,570 | $1,570 | |
| 2. ARISTA NETWORKS INC | 2024-06-25 | 2024-07-30 | $620 | $669 | -$49 | -$49 | |
| 3. AXON ENTERPRISE INC | 2024-02-15 | 2024-07-30 | $917 | $818 | $99 | $99 | |
| 14. BANK OF AMERICA CORP | 2024-04-11 | 2024-07-30 | $575 | $512 | $63 | $63 | |
| 6. BERKSHIRE HATHAWAY INC-CL B | 2022-03-10 | 2024-07-30 | $2,641 | $1,945 | $696 | $696 | |
| 9. BROADCOM INC | 2023-09-14 | 2024-07-30 | $1,301 | $785 | $516 | $516 | |
| 10. CHEVRONTEXACO CORP | 2021-05-13 | 2024-07-30 | $1,593 | $1,069 | $524 | $524 | |
| 500. CHIPOTLE MEXICAN GRILL INC | 2023-08-10 | 2024-07-30 | $26,301 | $18,459 | $7,842 | $7,842 | |
| 2. CINTAS CORP | 2023-05-11 | 2024-07-30 | $1,527 | $948 | $579 | $579 | |
| 28. CITIGROUP INC | 2024-05-09 | 2024-07-30 | $1,840 | $1,774 | $66 | $66 | |
| 9. COPART INC | 2024-06-13 | 2024-07-30 | $463 | $480 | -$17 | -$17 | |
| 5. COSTCO WHOLESALE CORP | 2020-08-13 | 2024-07-30 | $4,029 | $1,681 | $2,348 | $2,348 | |
| 52. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-07-30 | $12,076 | $17,215 | -$5,139 | -$5,139 | |
| 3. DANAHER CORP | 2009-04-17 | 2024-07-30 | $826 | $55 | $771 | $771 | |
| 9. EMERSON ELECTRIC CO | 2024-01-11 | 2024-07-30 | $1,040 | $853 | $187 | $187 | |
| 7. EXXON MOBIL CORP | 2024-04-11 | 2024-07-30 | $825 | $853 | -$28 | -$28 | |
| 12. META PLATFORMS INC-CLASS A | 2024-04-11 | 2024-07-30 | $5,548 | $6,270 | -$722 | -$722 | |
| 5. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-07-30 | $1,465 | $1,252 | $213 | $213 | |
| 2. GRAINGER W W INC | 2022-11-10 | 2024-07-30 | $1,933 | $1,214 | $719 | $719 | |
| 3. HOME DEPOT INC | 2018-05-10 | 2024-07-30 | $1,088 | $562 | $526 | $526 | |
| 3. INTUITIVE SURGICAL INC | 2023-08-10 | 2024-07-30 | $1,298 | $916 | $382 | $382 | |
| 22. IRON MOUNTAIN INC | 2024-05-09 | 2024-07-30 | $2,230 | $1,746 | $484 | $484 | |
| 12. J P MORGAN CHASE & CO | 2015-05-05 | 2024-07-30 | $2,575 | $774 | $1,801 | $1,801 | |
| 5. LILLY ELI & COMPANY | 2022-03-10 | 2024-07-30 | $3,951 | $1,330 | $2,621 | $2,621 | |
| 1. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-07-30 | $583 | $568 | $15 | $15 | |
| 4. MASTERCARD INC - A | 2023-01-13 | 2024-07-30 | $1,785 | $1,505 | $280 | $280 | |
| 4. MCKESSON HBOC INC | 2022-10-13 | 2024-07-30 | $2,439 | $1,418 | $1,021 | $1,021 | |
| 7. MERCK & CO. INC. | 2024-03-26 | 2024-07-30 | $812 | $879 | -$67 | -$67 | |
| 17. MICROSOFT CORP | 2021-11-11 | 2024-07-30 | $7,159 | $5,651 | $1,508 | $1,508 | |
| 303. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-07-30 | $20,308 | $22,204 | -$1,896 | -$1,896 | |
| 9. MORGAN STANLEY DEAN WITTER & CO | 2020-11-13 | 2024-07-30 | $930 | $513 | $417 | $417 | |
| 2. NETFLIX COM INC | 2023-05-11 | 2024-07-30 | $1,239 | $689 | $550 | $550 | |
| 70. NEXTERA ENERGY INC | 2016-02-11 | 2024-07-30 | $5,179 | $1,963 | $3,216 | $3,216 | |
| 3. NUCOR CORP | 2021-08-12 | 2024-07-30 | $478 | $377 | $101 | $101 | |
| 22. NVIDIA CORP | 2020-05-14 | 2024-07-30 | $2,295 | $176 | $2,119 | $2,119 | |
| 1. O'REILLY AUTOMOTIVE INC | 2020-05-14 | 2024-07-30 | $1,137 | $395 | $742 | $742 | |
| 34. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-07-30 | $893 | $856 | $37 | $37 | |
| 3. PARKER HANNIFIN CORP | 2023-06-15 | 2024-07-30 | $1,654 | $1,121 | $533 | $533 | |
| 5. PEPSICO INC | 2022-01-13 | 2024-07-30 | $865 | $872 | -$7 | -$7 | |
| 4. QUANTA SERVICES INC | 2021-03-15 | 2024-07-30 | $1,004 | $354 | $650 | $650 | |
| 5. SALESFORCE INC | 2023-06-15 | 2024-07-30 | $1,284 | $1,063 | $221 | $221 | |
| 2. SERVICENOW INC | 2023-05-11 | 2024-07-30 | $1,588 | $904 | $684 | $684 | |
| 2. STRYKER CORP | 2024-02-15 | 2024-07-30 | $658 | $698 | -$40 | -$40 | |
| 47. SYNOPSYS INC | 2023-10-12 | 2024-07-30 | $24,701 | $23,353 | $1,348 | $1,348 | |
| 9. TJX COMPANIES INC | 2023-09-14 | 2024-07-30 | $1,014 | $844 | $170 | $170 | |
| 2. THERMO ELECTRON CORP | 2010-07-20 | 2024-07-30 | $1,224 | $99 | $1,125 | $1,125 | |
| 140. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-07-30 | $10,155 | $13,754 | -$3,599 | -$3,599 | |
| 8. VISA INC-CLASS A SHARES | 2023-01-13 | 2024-07-30 | $2,103 | $1,787 | $316 | $316 | |
| 52. WAL MART STORES INC | 2024-02-15 | 2024-07-30 | $3,590 | $2,936 | $654 | $654 | |
| 11. WELLS FARGO & CO | 2024-04-11 | 2024-07-30 | $660 | $627 | $33 | $33 | |
| 3. TRANE TECHNOLOGIES PLC | 2024-05-09 | 2024-07-30 | $986 | $998 | -$12 | -$12 | |
| 6. CHUBB LTD | 2024-03-26 | 2024-07-30 | $1,660 | $1,542 | $118 | $118 | |
| 7. MARRIOTT INTERNATIONAL INC CLASS A | 2024-07-30 | 2024-08-15 | $1,559 | $1,676 | -$117 | -$117 | |
| 94. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-08-15 | $20,939 | $16,634 | $4,305 | $4,305 | |
| 33. MCKESSON HBOC INC | 2022-10-13 | 2024-08-15 | $18,024 | $11,694 | $6,330 | $6,330 | |
| 82. NUCOR CORP | 2021-08-12 | 2024-08-15 | $11,902 | $10,302 | $1,600 | $1,600 | |
| 30. INTUIT INC | 2019-01-10 | 2024-09-12 | $19,230 | $6,154 | $13,076 | $13,076 | |
| 21. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-09-12 | $10,814 | $11,923 | -$1,109 | -$1,109 | |
| 175. MERCK & CO. INC. | 2024-03-26 | 2024-09-12 | $20,174 | $21,984 | -$1,810 | -$1,810 | |
| 45. MICROSOFT CORP | 2023-04-13 | 2024-09-12 | $19,171 | $13,145 | $6,026 | $6,026 | |
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,223 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,845 | 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 | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | 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 | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,881 | 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 | $5,209,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,453,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,453,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,372,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,993 | TotalTaxAmt |
| Distributable Before Adj | $263,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,608 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,631 | 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 | $240,631 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,194 | 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 | $240,631 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,194 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,437 | 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 | $236,171 | 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 (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF GREATER KS CHAPTER | ||||||||
| ATTN TRUST AND ESTATES OFFICE OF THE | 2025 E ST NW 9062C | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $21,319 |
| UNIVERSITY OF KANSAS MEDICAL SCHOOL | ||||||||
| % THERESA KLINKENBURG D | 230 STONG HALL | LAWRENCE | KS | 660451752 | NONE | PC | TO BE USED BY MEDICAL | $21,319 |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| ATTN MONICA J DOTY ACCOUNTING | 2401 GILLHAM RD | KANSAS CITY | MO | 641084698 | NONE | PC | GENERAL OPERATING SUPPORT | $42,639 |
| AMERICAN PARKINSON DISEASE ASSOC | ||||||||
| ATTN JOEL GERSTEL EXECUTIVE DIR | 135 PARKINSON AVE | STATEN ISLAND | NY | 103051943 | NONE | PC | GENERAL OPERATING SUPPORT | $21,319 |
| UMKC SCHOOL OF MEDICINE | ||||||||
| MICHAEL L FRIEDLAND MD DEAN | 5100 ROCKHILL RD | KANSAS CITY | MO | 641102499 | NONE | PC | TO BE USED BY ITS MEDICAL | $21,319 |
| HEART SPRING | ||||||||
| ATTN Stacie Williamson Dir of Dev | 8700 E 29TH ST N | WICHITA | KS | 672262169 | NONE | PC | GENERAL OPERATING SUPPORT | $21,319 |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | GENERAL OPERATING SUPPORT | $21,319 | |
| HEART OF AMERICA COUNCIL OF BOY SCOUTS | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314200 | NONE | PC | GENERAL OPERATING SUPPORT | $21,319 | |
| The Salvation Army | ||||||||
| ATTN Legal Department | 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | TO BE USED BY KANSAS CITY | $21,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,191 | 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 | $97,222 | 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 | $294,546 | 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 | $1,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $393,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,374 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,606 | 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 | $246 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,148 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,200 | $1,200 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $223 | $223 | $0 |