FRANCES F BRUNDAGE STUDENT AID FUND 98-98-21R004009: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES F BRUNDAGE STUDENT AID FUND 98-98-21R004009 (EIN 48-6107166)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202131229349100408
- Schema version
- 2020v4.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-02T16:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 100601 | 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 | 2021-04-28 | 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 | 2021-04-28 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $107,425 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,055 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $32,941 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,354 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,704 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,320 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,660 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,660 | 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 | $195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | 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 | $19,026 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,869 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,355 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,355 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $138,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,076 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,070 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $147,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $147,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $131,431 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49 | OtherIncreasesAmt |
| Subtotal | $131,616 | SubtotalAmt |
| Other Decreases | $185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 105. DODGE & COX INCOME FUND | 2013-10-16 | 2020-07-02 | $1,533 | $1,422 | $111 | $111 | |
| 125. DOUBLELINE TOTAL RETURN BOND FUND CL I | 2015-08-05 | 2020-07-02 | $1,340 | $1,361 | -$21 | -$21 | |
| 45. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-07-11 | 2020-07-02 | $513 | $527 | -$14 | -$14 | |
| 45. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-04-05 | 2020-07-02 | $881 | $1,052 | -$171 | -$171 | |
| 300. RIVERPARK STRATEGIC INCOME FUND I | 2018-07-11 | 2020-07-02 | $2,532 | $2,823 | -$291 | -$291 | |
| 599.133 TOUCHSTONE VALUE FUND CLASS - I | 2017-12-13 | 2020-07-02 | $4,745 | $4,071 | $674 | $674 | |
| 410. VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-04-05 | 2020-07-02 | $4,768 | $4,362 | $406 | $406 | |
| 10. VANGUARD INSTITUTIONAL INDEX | 2019-04-05 | 2020-07-02 | $2,792 | $2,304 | $488 | $488 | |
| 102. DODGE & COX INCOME FUND | 2018-07-11 | 2020-09-21 | $1,509 | $1,373 | $136 | $136 | |
| 72. DOUBLELINE TOTAL RETURN BOND FUND CL I | 2015-08-05 | 2020-09-21 | $775 | $784 | -$9 | -$9 | |
| 90. MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-04-05 | 2020-09-21 | $2,320 | $1,731 | $589 | $589 | |
| 1.027 TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-12-13 | 2020-09-21 | $23 | $30 | -$7 | -$7 | |
| 16.973 TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-04-05 | 2020-09-21 | $382 | $480 | -$98 | -$98 | |
| 280. VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-04-05 | 2020-09-21 | $3,262 | $2,979 | $283 | $283 | |
| 79. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2014-10-08 | 2020-09-21 | $1,034 | $991 | $43 | $43 | |
| 93. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-07-02 | 2020-11-04 | $4,716 | $4,723 | -$7 | -$7 | |
| 22. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-07-02 | 2020-11-25 | $1,117 | $1,117 | |||
| 28.96 CHAMPLAIN MID CAP - I | 2019-11-12 | 2020-12-07 | $736 | $601 | $135 | $135 | |
| 51.332 BAILLIE GIFFORD INTL ALPHA - INSTL | 2020-09-21 | 2020-12-07 | $858 | $760 | $98 | $98 | |
| 42.265 BLACKROCK EQUITY DIVIDEND FUND K | 2020-11-24 | 2020-12-07 | $846 | $776 | $70 | $70 | |
| 105.764 DODGE & COX INCOME FUND | 2019-11-12 | 2020-12-07 | $1,579 | $1,490 | $89 | $89 | |
| 113.568 DOUBLELINE TOTAL RETURN BOND FUND CL I | 2016-03-23 | 2020-12-07 | $1,214 | $1,234 | -$20 | -$20 | |
| 18.53 DRIEHAUS SMALL CAP GROWTH FUND INSTL. | 2020-09-21 | 2020-12-07 | $442 | $343 | $99 | $99 | |
| 10.8 DRIEHAUS EMERGING MARKETS GROWTH FUND I | 2020-09-21 | 2020-12-07 | $526 | $458 | $68 | $68 | |
| 38.863 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-08-05 | 2020-12-07 | $556 | $449 | $107 | $107 | |
| 49.16 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-04-05 | 2020-12-07 | $1,265 | $1,149 | $116 | $116 | |
| 59.782 NUANCE MID CAP VALUE - I | 2016-12-05 | 2020-12-07 | $832 | $698 | $134 | $134 | |
| 9.742 MANNING & NAPIER INTL. DISCOVERY CL Z | 2017-08-10 | 2020-12-07 | $280 | $185 | $95 | $95 | |
| 87.181 PRINCIPAL BLUE CHIP R6 | 2019-11-12 | 2020-12-07 | $3,102 | $2,320 | $782 | $782 | |
| 150.065 PGIM HIGH YIELD FUND CL R6 | 2020-11-04 | 2020-12-07 | $825 | $801 | $24 | $24 | |
| 284.723 VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-11-12 | 2020-12-07 | $3,306 | $3,135 | $171 | $171 | |
| 109.877 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2014-10-08 | 2020-12-07 | $1,639 | $1,378 | $261 | $261 | |
| 9.765 VANGUARD INSTITUTIONAL INDEX | 2019-11-12 | 2020-12-07 | $3,225 | $2,738 | $487 | $487 | |
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,227 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,055 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $130 | 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 | 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 | 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 | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,320 | 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 | $107,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $599,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $712,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $712,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $701,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $322 | TotalTaxAmt |
| Distributable Before Adj | $34,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,844 | 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 | $31,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,384 | 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 | $31,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,384 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,460 | 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 | $28,315 | 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)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BETHANY COLLEGE | ||||||||
| ELIZABETH MAUCH INTERIM PRESIDENT | 335 E SWENSSON | LINDSBORG | KS | 674561897 | NONE | PC | SCHOLARSHIP SUPPORT | $24,384 |
| 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 | $25,384 | 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 | $2,295 | 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 | $6,055 | 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 | $27,870 |
| ROYALTY INCOME | 15 | $5,071 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,291 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE ACTION ADJUSTMENT | Desc |
| Amt | $185 | Amt |
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 | $17,435 | $17,981 | $0 |
| ROYALTY EXPENSES | $1,591 | $1,888 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FARM RENTAL INCOME | $27,870 | $35,283 |
| ROYALTY INCOME | $5,071 | $5,071 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $47 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $2 | $2 | $0 |
| STATE INCOME TAXES - INCOME | $10 | $10 | $0 |
| FEDERAL ESTIMATES - INCOME | $167 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $10 | $10 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |