IVY A MONK SCHOLARSHIP TRUSR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IVY A MONK SCHOLARSHIP TRUSR (EIN 48-6186267)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2021-06-08
- IRS object ID
- 202131599349100323
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T22:00:35-05:00 | ReturnTs |
| Tax Period End | 2021-02-28 | 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 | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486186267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVY MONK SCHOLARSHIP 100623 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONK | 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 | 2021-06-07 | 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 | 2021-06-07 | 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 | $1,052,042 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,562 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $48,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,976 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,988 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,988 | 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 | $153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $153 | 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 | $5,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,788 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,094 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,975 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $748,970 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $778,302 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,016,067 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $817,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,052,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $817,074 | CapitalStockBOYAmt |
| Capital Stock EOY | $814,277 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $817,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $817,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $817,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212 | OtherIncreasesAmt |
| Subtotal | $815,592 | SubtotalAmt |
| Other Decreases | $1,315 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $814,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 675. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-26 | 2020-03-05 | $7,763 | $8,389 | -$626 | -$626 | |
| 696. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $14,254 | $15,702 | -$1,448 | -$1,448 | |
| 95. ISHARES CORE S&P 500 ETF | 2016-07-14 | 2020-03-05 | $28,840 | $20,666 | $8,174 | $8,174 | |
| 95. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $1,959 | $2,669 | -$710 | -$710 | |
| 30. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $1,059 | $1,409 | -$350 | -$350 | |
| 10. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $321 | $883 | -$562 | -$562 | |
| 30. EOG RESOURCES INC | 2015-08-13 | 2020-03-12 | $962 | $2,395 | -$1,433 | -$1,433 | |
| 20. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $2,904 | $4,192 | -$1,288 | -$1,288 | |
| 30.9658 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2020-03-20 | $33 | $33 | |||
| 45. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $1,797 | $2,342 | -$545 | -$545 | |
| 17. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $1,631 | $2,122 | -$491 | -$491 | |
| 24.4058 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2020-04-20 | $7 | $7 | |||
| 25000. FEDERAL HOME LOAN MORTGAGE CORP DTD 4/4/2013 1.375% 5/1/2020 | 2016-01-12 | 2020-05-01 | $25,000 | $24,900 | $100 | $100 | |
| 20. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $1,833 | $1,369 | $464 | $464 | |
| 75. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $2,666 | $3,459 | -$793 | -$793 | |
| 20. HONEYWELL INTERNATIONAL INC | 2015-10-16 | 2020-05-14 | $2,516 | $1,851 | $665 | $665 | |
| 6.0353 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2020-05-20 | $18 | $19 | -$1 | -$1 | |
| 6. BROADCOM INC | 2020-01-09 | 2020-06-11 | $1,769 | $1,833 | -$64 | -$64 | |
| 69. CISCO SYSTEMS INC | 2020-01-09 | 2020-06-11 | $3,025 | $3,193 | -$168 | -$168 | |
| 55. KELLOGG CO | 2019-10-10 | 2020-06-11 | $3,514 | $3,436 | $78 | $78 | |
| 3.9003 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2020-06-22 | $2 | $2 | |||
| 4. DOCUSIGN INC. | 2020-03-12 | 2020-07-09 | $842 | $265 | $577 | $577 | |
| 11. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $2,678 | $897 | $1,781 | $1,781 | |
| 1.7543 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2020-07-20 | $2 | $2 | |||
| 799. MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-02-22 | 2020-08-10 | $19,959 | $15,321 | $4,638 | $4,638 | |
| 892. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-09 | 2020-08-10 | $11,765 | $12,168 | -$403 | -$403 | |
| 26. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $2,119 | $1,453 | $666 | $666 | |
| 5. APPLE COMPUTER INC | 2016-02-11 | 2020-08-13 | $2,305 | $467 | $1,838 | $1,838 | |
| 25000. GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2020-08-20 | $2 | $2 | |||
| 30. FISERV INC | 2018-09-13 | 2020-09-10 | $2,845 | $2,433 | $412 | $412 | |
| 524. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-10-02 | $26,573 | $26,530 | $43 | $43 | |
| 10. BECTON DICKINSON & CO | 2018-08-08 | 2020-10-15 | $2,349 | $2,320 | $29 | $29 | |
| 9. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-10-15 | $3,469 | $2,807 | $662 | $662 | |
| 384. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-04 | $19,472 | $19,442 | $30 | $30 | |
| 17. CME GROUP INC | 2018-11-19 | 2020-11-13 | $2,823 | $3,017 | -$194 | -$194 | |
| 7. SALESFORCE.COM INC | 2018-08-08 | 2020-11-13 | $1,747 | $1,017 | $730 | $730 | |
| 2. VISA INC | 2016-09-15 | 2020-11-13 | $422 | $164 | $258 | $258 | |
| 192. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-25 | $9,748 | $9,721 | $27 | $27 | |
| 9. DANAHER CORP | 2011-07-19 | 2020-12-10 | $2,010 | $360 | $1,650 | $1,650 | |
| 13. MICROSOFT CORP | 2018-04-12 | 2020-12-10 | $2,746 | $1,222 | $1,524 | $1,524 | |
| 19. NIKE INC CLASS B | 2018-08-08 | 2020-12-10 | $2,617 | $1,534 | $1,083 | $1,083 | |
| 35. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-10 | $4,022 | $2,783 | $1,239 | $1,239 | |
| 7. FACEBOOK INC - A SHS | 2020-01-09 | 2021-01-14 | $1,725 | $1,492 | $233 | $233 | |
| 45. MERCK & CO INC | 2018-11-19 | 2021-01-14 | $3,696 | $3,441 | $255 | $255 | |
| 115. TWITTER INC | 2020-09-10 | 2021-01-14 | $5,250 | $3,889 | $1,361 | $1,361 | |
| 2. ALPHABET INC | 2018-12-13 | 2021-02-11 | $4,163 | $2,141 | $2,022 | $2,022 | |
| 11. APPLE COMPUTER INC | 2016-02-11 | 2021-02-11 | $1,482 | $257 | $1,225 | $1,225 | |
| 60. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $4,570 | $3,371 | $1,199 | $1,199 | |
| 30. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $3,386 | $3,152 | $234 | $234 | |
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,441 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $488 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $488 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK 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 | $13,976 | 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 | $913,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $971,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $971,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $956,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502 | TotalTaxAmt |
| Distributable Before Adj | $47,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,788 | 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 | $37,788 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $912 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,173 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,788 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,354 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,354 | 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 | $3,204 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIP AMERICA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 INTERNATIONAL DRIVE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $18,923 | 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 | $29,562 | 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 | $48,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,485 | 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 | $1,315 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-INCOME | Desc |
| Revenue And Expenses Per Books | $5,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| MUTUAL FUND TIMING ADJUSTMENT | $209 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $103 | $103 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $50 | $50 | $0 |