FRANCES F BRUNDAGE STUDENT AID FUND 98-98-21R004009: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES F BRUNDAGE STUDENT AID FUND 98-98-21R004009 (EIN 48-6107166)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202231259349101938
- Schema version
- 2021v4.1
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T19:00:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486107166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNDAGE STUDENT AID FUND 10060100 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 8168601933 | 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 | 8168601933 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $697,760 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,152 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $24,177 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,746 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,345 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,289 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,645 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,645 | 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 | $491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | 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 | $10,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,155 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,154 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $117,076 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,916 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $693,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $131,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $697,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $131,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $115,070 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $115,108 | SubtotalAmt |
| Other Decreases | $38 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 125. DODGE & COX INCOME | 2021-02-17 | 2021-09-20 | $1,806 | $1,818 | -$12 | -$12 | |
| 44.163 DRIEHAUS SMALL CAP GROW-INST | 2020-12-17 | 2021-09-20 | $1,229 | $833 | $396 | $396 | |
| 36.085 DRIEHAUS EMERG MKTS GRW-INST | 2020-12-17 | 2021-09-20 | $1,771 | $1,536 | $235 | $235 | |
| .589 RAINIER INTL DSCVRY-Z | 2020-12-15 | 2021-09-20 | $20 | $17 | $3 | $3 | |
| 33.469 RAINIER INTL DSCVRY-Z | 2020-07-02 | 2021-09-20 | $1,164 | $737 | $427 | $427 | |
| 4. VANGUARD INST INDEX-INST | 2019-12-24 | 2021-09-20 | $1,527 | $1,125 | $402 | $402 | |
| 4. CHAMPLAIN MID CAP FUND-INS | 2020-07-02 | 2021-09-27 | $124 | $84 | $40 | $40 | |
| 25. BLACKROCK EQTY DVDND-K | 2020-07-02 | 2021-09-27 | $568 | $449 | $119 | $119 | |
| 7.174 DODGE & COX INCOME | 2021-02-17 | 2021-09-27 | $103 | $104 | -$1 | -$1 | |
| 9.826 DODGE & COX INCOME | 2019-11-12 | 2021-09-27 | $141 | $138 | $3 | $3 | |
| 28. DOUBLELINE TTL RTRN BND-I | 2021-02-17 | 2021-09-27 | $295 | $298 | -$3 | -$3 | |
| 7. NUANCE MID CAP VALUE-INST | 2019-12-20 | 2021-09-27 | $107 | $95 | $12 | $12 | |
| 26. PRINCIPAL BLUE CHIP-R6 | 2020-07-02 | 2021-09-27 | $1,117 | $782 | $335 | $335 | |
| 4. TRIBUTARY SMALL COMP-INST+ | 2019-04-05 | 2021-09-27 | $146 | $113 | $33 | $33 | |
| 63. VANGUARD TOT BD MKT IDX-ADM | 2021-02-17 | 2021-09-27 | $712 | $719 | -$7 | -$7 | |
| 1. VANGUARD INST INDEX-INST | 2019-11-12 | 2021-09-27 | $388 | $280 | $108 | $108 | |
| 16.58 CHAMPLAIN MID CAP FUND-INS | 2020-07-02 | 2021-10-07 | $501 | $348 | $153 | $153 | |
| 39.83467 BGF INTERNATIONAL ALPHA-INST | 2021-09-20 | 2021-10-07 | $666 | $687 | -$21 | -$21 | |
| 11.58333 BGF INTERNATIONAL ALPHA-INST | 2021-02-17 | 2021-10-07 | $194 | $210 | -$16 | -$16 | |
| 77.116 BLACKROCK EQTY DVDND-K | 2020-07-02 | 2021-10-07 | $1,742 | $1,385 | $357 | $357 | |
| 145.469 DODGE & COX INCOME | 2020-03-27 | 2021-10-07 | $2,071 | $2,046 | $25 | $25 | |
| 108. DOUBLELINE TTL RTRN BND-I | 2021-02-17 | 2021-10-07 | $1,132 | $1,150 | -$18 | -$18 | |
| 91.702 DOUBLELINE TTL RTRN BND-I | 2017-08-10 | 2021-10-07 | $961 | $989 | -$28 | -$28 | |
| 68.406 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2020-09-21 | 2021-10-07 | $981 | $804 | $177 | $177 | |
| 15. OAKMARK INTERNATIONAL-INST | 2021-09-27 | 2021-10-07 | $427 | $431 | -$4 | -$4 | |
| 11.715 OAKMARK INTERNATIONAL-INST | 2019-04-05 | 2021-10-07 | $333 | $274 | $59 | $59 | |
| 74.536 NUANCE MID CAP VALUE-INST | 2020-07-02 | 2021-10-07 | $1,127 | $907 | $220 | $220 | |
| 36.066 PRINCIPAL BLUE CHIP-R6 | 2019-11-12 | 2021-10-07 | $1,522 | $960 | $562 | $562 | |
| 118. PGIM HIGH YIELD-R6 | 2021-02-17 | 2021-10-07 | $657 | $658 | -$1 | -$1 | |
| 71.891 PGIM HIGH YIELD-R6 | 2020-07-02 | 2021-10-07 | $400 | $371 | $29 | $29 | |
| 17.091 TRIBUTARY SMALL COMP-INST+ | 2019-04-05 | 2021-10-07 | $628 | $483 | $145 | $145 | |
| 4.178 VANGUARD REAL EST INDX-ADM | 2021-09-20 | 2021-10-07 | $615 | $625 | -$10 | -$10 | |
| 479.857 VANGUARD TOT BD MKT IDX-ADM | 2021-09-20 | 2021-10-07 | $5,389 | $5,481 | -$92 | -$92 | |
| 67.704 VANGUARD TOT BD MKT IDX-ADM | 2019-11-12 | 2021-10-07 | $760 | $728 | $32 | $32 | |
| 117.891 VANGUARD DEV MKT INDX-ADM | 2020-07-02 | 2021-10-07 | $1,912 | $1,479 | $433 | $433 | |
| 11.735 VANGUARD INST INDEX-INST | 2019-11-12 | 2021-10-07 | $4,512 | $3,290 | $1,222 | $1,222 | |
| 2.634 VANGUARD SML CAP INDX-ADM | 2021-09-20 | 2021-10-07 | $282 | $276 | $6 | $6 | |
| 2.724 CHAMPLAIN MID CAP FUND-INS | 2019-11-12 | 2021-11-26 | $84 | $57 | $27 | $27 | |
| 2.86 BGF INTERNATIONAL ALPHA-INST | 2021-09-20 | 2021-11-26 | $47 | $49 | -$2 | -$2 | |
| 6.189 BLACKROCK EQTY DVDND-K | 2021-07-16 | 2021-11-26 | $130 | $138 | -$8 | -$8 | |
| 6.225 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-09-20 | 2021-11-26 | $87 | $91 | -$4 | -$4 | |
| 1.693 OAKMARK INTERNATIONAL-INST | 2021-02-17 | 2021-11-26 | $46 | $47 | -$1 | -$1 | |
| 4.697 NUANCE MID CAP VALUE-INST | 2016-12-05 | 2021-11-26 | $70 | $55 | $15 | $15 | |
| 7.982 PRINCIPAL BLUE CHIP-R6 | 2019-11-12 | 2021-11-26 | $348 | $212 | $136 | $136 | |
| 5.009 TRIBUTARY SMALL COMP-INST+ | 2019-04-05 | 2021-11-26 | $192 | $142 | $50 | $50 | |
| 10.042 VANGUARD DEV MKT INDX-ADM | 2021-09-20 | 2021-11-26 | $162 | $165 | -$3 | -$3 | |
| 3.03 VANGUARD INST INDEX-INST | 2020-11-04 | 2021-11-26 | $1,219 | $931 | $288 | $288 | |
| .412 VANGUARD SML CAP INDX-ADM | 2021-09-20 | 2021-11-26 | $44 | $43 | $1 | $1 | |
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,298 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $324 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $324 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11 | OverpaymentAmt |
| Applied To ES Tax | $11 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,289 | 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 | $104,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $603,917 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $713,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $713,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $702,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $313 | TotalTaxAmt |
| Distributable Before Adj | $34,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,760 | 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 | $34,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,315 | 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 | $34,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,315 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,445 | 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 | $28,365 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHANY COLLEGE | |||||||
| 335 E SWENSSON | LINDSBORG | KS | 674561897 | NONE | PC | SCHOLARSHIP SUPPORT | $27,315 |
| NATOMA HIGH SCHOOL | |||||||
| 710 5TH ST | Natoma | KS | 67651 | NONE | PC | ANNUAL SCHOLARSHIP FOR HIGH | $500 |
| RUSSELL HIGH SCHOOL | |||||||
| 802 MAIN ST | Russell | KS | 67665 | NONE | PC | ANNUAL SCHOLARSHIP FOR HIGH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,315 | 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 | $2,458 | 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 | $8,152 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FARM RENTAL INCOME | 16 | $20,075 |
| ROYALTY INCOME | 15 | $4,102 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,787 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALE ADJUSTMENT | $36 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FARM RENTAL EXPENSES | $9,081 | $17,485 | $0 |
| ROYALTY EXPENSES | $1,134 | $2,670 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FARM RENTAL INCOME | $20,075 | $35,397 |
| ROYALTY INCOME | $4,102 | $2,349 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $2 | $2 | $0 |
| STATE INCOME TAXES - INCOME | $10 | $10 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $130 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $324 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $21 | $21 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |