CLARA L SHUMWAY CHAR TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CLARA L SHUMWAY CHAR TR (EIN 43-6743873)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-01-18
- IRS object ID
- 202200189349100505
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-18T12:00:14-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | 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 | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2022-01-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-01-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,615,489 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $73,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,731,594 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,221 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $446,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,126 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,563 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,563 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,746 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $66,672 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $418,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $404,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,053 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,756,403 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,141,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,413,436 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,160,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,343,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,615,489 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,160,774 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,343,826 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,160,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,343,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,160,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,343,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,160,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $539 | OtherIncreasesAmt |
| Subtotal | $4,343,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,343,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1865. JPMORGAN ULTRA-SHORT INCOME | 2020-03-05 | 2020-10-02 | $94,577 | $94,716 | -$139 | -$139 | |
| 72. BECTON DICKINSON & CO | 2018-01-11 | 2020-10-15 | $16,916 | $16,000 | $916 | $916 | |
| 62. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-10-15 | $23,896 | $19,336 | $4,560 | $4,560 | |
| 1915. JPMORGAN ULTRA-SHORT INCOME | 2020-03-05 | 2020-11-04 | $97,107 | $96,973 | $134 | $134 | |
| 117. CME GROUP INC | 2018-11-19 | 2020-11-13 | $19,431 | $19,942 | -$511 | -$511 | |
| 47. SALESFORCE.COM INC | 2018-08-08 | 2020-11-13 | $11,730 | $6,377 | $5,353 | $5,353 | |
| 20. VISA INC-CLASS A SHARES | 2016-10-13 | 2020-11-13 | $4,216 | $1,640 | $2,576 | $2,576 | |
| 963. JPMORGAN ULTRA-SHORT INCOME | 2020-03-04 | 2020-11-25 | $48,890 | $48,762 | $128 | $128 | |
| 47. DANAHER CORP | 2006-05-11 | 2020-12-10 | $10,495 | $1,208 | $9,287 | $9,287 | |
| 80. MICROSOFT CORP | 2018-04-12 | 2020-12-10 | $16,901 | $5,427 | $11,474 | $11,474 | |
| 120. NIKE INC CLASS B | 2018-08-08 | 2020-12-10 | $16,529 | $9,688 | $6,841 | $6,841 | |
| 232. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-10 | $26,660 | $17,578 | $9,082 | $9,082 | |
| 46. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-01-14 | $11,333 | $9,244 | $2,089 | $2,089 | |
| 309. MERCK & CO. INC. | 2018-11-19 | 2021-01-14 | $25,379 | $23,632 | $1,747 | $1,747 | |
| 790. TWITTER INC | 2020-09-10 | 2021-01-14 | $36,065 | $24,162 | $11,903 | $11,903 | |
| 9. ALPHABET INC | 2015-08-13 | 2021-02-11 | $18,735 | $6,180 | $12,555 | $12,555 | |
| 87. APPLE COMPUTER INC | 2016-02-11 | 2021-02-11 | $11,721 | $2,031 | $9,690 | $9,690 | |
| 403. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $30,697 | $22,486 | $8,211 | $8,211 | |
| 214. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $24,152 | $22,486 | $1,666 | $1,666 | |
| 25000. FEDERAL NATIONAL MORTGAGE ASSN DTD 2/5/2016 1.375% 2/26/2021 | 2016-11-18 | 2021-02-26 | $25,000 | $25,000 | |||
| 25000. HONEYWELL INTERNATIONAL INC DTD 2/17/2011 4.250% 3/1/2021 | 2019-02-26 | 2021-03-01 | $25,000 | $25,000 | |||
| 932. CHAMPLAIN MID CAP FUND-INS | 2019-05-28 | 2021-03-02 | $24,568 | $18,053 | $6,515 | $6,515 | |
| 834. DOUBLELINE TTL RTRN BND-I | 2016-01-26 | 2021-03-02 | $8,832 | $9,091 | -$259 | -$259 | |
| 943. DRIEHAUS SMALL CAP GROW-INST | 2020-08-11 | 2021-03-02 | $25,914 | $17,200 | $8,714 | $8,714 | |
| 2539. DRIEHAUS EMERG MKTS GRW-INST | 2020-09-02 | 2021-03-02 | $131,139 | $113,062 | $18,077 | $18,077 | |
| 446. OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2021-03-02 | $12,640 | $10,062 | $2,578 | $2,578 | |
| 3352.359 RAINIER INTL DSCVRY-Z | 2017-06-06 | 2021-03-02 | $105,666 | $62,645 | $43,021 | $43,021 | |
| 488. TRIBUTARY SMALL COMP-INST+ | 2019-01-09 | 2021-03-02 | $16,109 | $12,546 | $3,563 | $3,563 | |
| 12000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2020-03-31 | 2021-03-02 | $12,404 | $12,174 | $230 | $230 | |
| 2942. DRIEHAUS SMALL CAP GROW-INST | 2020-08-11 | 2021-03-11 | $80,552 | $53,662 | $26,890 | $26,890 | |
| 31. ADOBE SYSTEMS INC | 2017-02-09 | 2021-03-15 | $13,767 | $3,612 | $10,155 | $10,155 | |
| 225. CVS CORPORATION | 2021-01-14 | 2021-03-15 | $16,806 | $16,905 | -$99 | -$99 | |
| 33. COSTAR GROUP INC | 2019-11-13 | 2021-03-15 | $27,578 | $18,611 | $8,967 | $8,967 | |
| 137. DOLLAR GENERAL CORP | 2019-02-14 | 2021-03-15 | $26,565 | $16,324 | $10,241 | $10,241 | |
| 45. FIVE BELOW | 2019-02-14 | 2021-04-15 | $8,854 | $5,864 | $2,990 | $2,990 | |
| 50000. LOWES COMPANIES INC DTD 11/22/2010 3.750% 4/15/2021 | 2016-11-21 | 2021-04-15 | $50,000 | $50,000 | |||
| 69. LULULEMON ATHLETICA INC | 2020-09-10 | 2021-04-15 | $22,464 | $21,675 | $789 | $789 | |
| 52. REGENERON PHARMACEUTICALS | 2021-01-14 | 2021-05-13 | $26,842 | $28,490 | -$1,648 | -$1,648 | |
| 66. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2021-05-13 | $17,561 | $14,454 | $3,107 | $3,107 | |
| 82. APPLE COMPUTER INC | 2016-02-11 | 2021-06-10 | $10,333 | $1,915 | $8,418 | $8,418 | |
| 42. DOCUSIGN INC | 2020-03-12 | 2021-06-10 | $10,160 | $2,779 | $7,381 | $7,381 | |
| 148. ECOLAB INC | 2018-09-13 | 2021-06-10 | $31,641 | $22,235 | $9,406 | $9,406 | |
| 57. HOME DEPOT INC | 2018-06-14 | 2021-06-10 | $17,568 | $10,875 | $6,693 | $6,693 | |
| 758. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-21 | 2021-06-16 | $12,098 | $9,665 | $2,433 | $2,433 | |
| 812. OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2021-06-16 | $24,985 | $18,319 | $6,666 | $6,666 | |
| 967. NUANCE MID CAP VALUE-INST | 2016-11-17 | 2021-06-16 | $14,930 | $10,946 | $3,984 | $3,984 | |
| 2287. VANGUARD DEV MKT INDX-ADM | 2015-06-18 | 2021-06-16 | $38,879 | $30,120 | $8,759 | $8,759 | |
| 289. VANGUARD INST INDEX-INST | 2020-11-04 | 2021-06-16 | $106,942 | $88,844 | $18,098 | $18,098 | |
| 182. ACTIVISION BLIZZARD INC | 2020-03-12 | 2021-08-12 | $15,483 | $10,007 | $5,476 | $5,476 | |
| 163. BOEING CO | 2021-03-15 | 2021-08-12 | $38,805 | $37,780 | $1,025 | $1,025 | |
| 242. DISNEY WALT HOLDING CO | 2018-12-13 | 2021-08-12 | $43,378 | $27,424 | $15,954 | $15,954 | |
| 167. INTERCONTINENTAL EXCHANGE IN | 2021-01-14 | 2021-08-12 | $19,702 | $19,298 | $404 | $404 | |
| 241. MICRON TECHNOLOGY INC | 2021-04-15 | 2021-08-12 | $16,991 | $21,782 | -$4,791 | -$4,791 | |
| 101. ABBVIE INC | 2021-01-14 | 2021-09-17 | $10,881 | $11,302 | -$421 | -$421 | |
| 137. ABBVIE INC | 2020-05-14 | 2021-09-17 | $14,759 | $12,345 | $2,414 | $2,414 | |
| 216. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-15 | 2021-09-17 | $31,112 | $30,261 | $851 | $851 | |
| 146. STARBUCKS CORP | 2020-03-26 | 2021-09-17 | $16,554 | $10,178 | $6,376 | $6,376 | |
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,702 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,221 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,056 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,056 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,236 | OverpaymentAmt |
| Applied To ES Tax | $1,236 | 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 | $53,126 | 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 | $5,206,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,480,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,480,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,398,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,820 | TotalTaxAmt |
| Distributable Before Adj | $264,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,105 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,503 | 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 | $224,503 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $224,503 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,139 | 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 | $224,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,139 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,364 | 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 | $236,741 | 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 | $19,714 |
| UNIVERSITY OF KANSAS MEDICAL SCHOOL | ||||||||
| % THERESA KLINKENBURG D | 230 STONG HALL | LAWRENCE | KS | 660451752 | NONE | PC | TO BE USED BY MEDICAL | $19,714 |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| ATTN MONICA J DOTY ACCOUNTING | 2401 GILLHAM RD | KANSAS CITY | MO | 641084698 | NONE | PC | GENERAL OPERATING SUPPORT | $39,428 |
| AMERICAN PARKINSON DISEASE ASSOC | ||||||||
| ATTN JOEL GERSTEL EXECUTIVE DIR | 135 PARKINSON AVE | STATEN ISLAND | NY | 103051943 | NONE | PC | GENERAL OPERATING SUPPORT | $19,714 |
| UMKC SCHOOL OF MEDICINE | ||||||||
| MICHAEL L FRIEDLAND MD DEAN | 5100 ROCKHILL RD | KANSAS CITY | MO | 641102499 | NONE | PC | TO BE USED BY ITS MEDICAL | $19,714 |
| HEART SPRING | ||||||||
| ATTN Stacie Williamson Dir of Dev | 8700 E 29TH ST N | WICHITA | KS | 672262169 | NONE | PC | GENERAL OPERATING SUPPORT | $19,714 |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | GENERAL OPERATING SUPPORT | $19,714 | |
| HEART OF AMERICA COUNCIL OF BOY SCOUTS | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314200 | NONE | PC | GENERAL OPERATING SUPPORT | $19,714 | |
| The Salvation Army | ||||||||
| ATTN Legal Department | 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | NONE | PC | TO BE USED BY KANSAS CITY | $19,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,140 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,104 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $446,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,325 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| ACCRUED INTEREST ADJUSTMENT | $158 |
| MARKET DISCOUNT ADJUSTMENT | $380 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $5,105 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $7,056 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $421 | $421 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $164 | $164 | $0 |