A & M MUNOZ CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- A & M MUNOZ CHARITABLE TR (EIN 52-7253475)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-08-01
- IRS object ID
- 202542139349100714
- Schema version
- 2024v5.2
- 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 | 2025-08-01T16:01:26-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 527253475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGEL AND MAUDE M MUNOZ CHAR TR 10017400 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUNO | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,269,249 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $495,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,044 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $115,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,571 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,785 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,785 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $266 | 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 | $18,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,578 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,578 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,033,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,058,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,220,671 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,083,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,107,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,269,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,083,239 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,107,269 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,083,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,083,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,107,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,083,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39 | OtherIncreasesAmt |
| Subtotal | $1,107,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 58.542 FIDELITY MID CAP INDX | 2024-04-17 | 2024-07-22 | $1,911 | $1,788 | $123 | $123 | |
| 38.234 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-02-22 | 2024-07-22 | $470 | $484 | -$14 | -$14 | |
| 31. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-07-22 | $5,355 | $4,027 | $1,328 | $1,328 | |
| 110.089 MFS INSTL INTL EQUITY FUND | 2022-06-14 | 2024-07-22 | $3,888 | $2,926 | $962 | $962 | |
| 45.259 PRINCIPAL BLUE CHIP-R6 | 2019-05-30 | 2024-07-22 | $2,032 | $1,102 | $930 | $930 | |
| 117.995 TRIBUTARY SMALL COMP-INST+ | 2022-04-22 | 2024-07-22 | $3,861 | $4,059 | -$198 | -$198 | |
| 170.385 VANGUARD DEV MKT INDX-ADM | 2023-02-03 | 2024-07-22 | $2,779 | $2,498 | $281 | $281 | |
| 41.718 VANGUARD INST INDEX-INST | 2019-06-19 | 2024-07-22 | $19,110 | $11,016 | $8,094 | $8,094 | |
| 8.901 VANGUARD SML CAP INDX-ADM | 2021-10-26 | 2024-07-22 | $980 | $968 | $12 | $12 | |
| 603.216 PRINCIPAL BLUE CHIP-R6 | 2019-05-30 | 2024-08-12 | $26,143 | $14,682 | $11,461 | $11,461 | |
| 20000. US TREASURY NOTE/BOND 2.375% 15 AUG 2024 | 2018-03-28 | 2024-08-15 | $20,000 | $19,716 | $284 | $284 | |
| 282.246 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-21 | $10,274 | $7,477 | $2,797 | $2,797 | |
| 545.081 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-02-22 | 2024-11-21 | $6,710 | $6,906 | -$196 | -$196 | |
| 1221.28 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-10 | 2024-11-21 | $15,034 | $18,051 | -$3,017 | -$3,017 | |
| 12. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-11-21 | $2,186 | $1,559 | $627 | $627 | |
| 477.153 MFS INSTL INTL EQUITY FUND | 2022-06-14 | 2024-11-21 | $16,481 | $12,683 | $3,798 | $3,798 | |
| 14.922 PRINCIPAL BLUE CHIP-R6 | 2019-05-30 | 2024-11-21 | $722 | $363 | $359 | $359 | |
| 28.799 TRIBUTARY SMALL COMP-INST+ | 2022-04-22 | 2024-11-21 | $988 | $892 | $96 | $96 | |
| 992.617 VANGUARD DEV MKT INDX-ADM | 2023-02-03 | 2024-11-21 | $15,723 | $13,350 | $2,373 | $2,373 | |
| 11.553 VANGUARD SML CAP INDX-ADM | 2021-03-10 | 2024-11-21 | $1,405 | $1,193 | $212 | $212 | |
| 1096.812 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-10 | 2025-02-06 | $13,151 | $14,156 | -$1,005 | -$1,005 | |
| 282. ISHARES INTERMEDIATE GOVERNM | 2024-02-22 | 2025-02-06 | $29,514 | $29,176 | $338 | $338 | |
| 839. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-02-06 | $87,808 | $86,761 | $1,047 | $1,047 | |
| 814.069 MFS INSTL INTL EQUITY FUND | 2022-06-14 | 2025-02-06 | $29,209 | $21,638 | $7,571 | $7,571 | |
| 603.433 PRINCIPAL BLUE CHIP-R6 | 2019-05-30 | 2025-02-06 | $29,116 | $14,688 | $14,428 | $14,428 | |
| 785.635 TRIBUTARY SMALL COMP-INST+ | 2023-02-03 | 2025-02-06 | $24,559 | $23,208 | $1,351 | $1,351 | |
| 62.049 VANGUARD DEV MKT INDX-ADM | 2024-02-23 | 2025-02-06 | $1,010 | $974 | $36 | $36 | |
| 3670.045 VANGUARD DEV MKT INDX-ADM | 2018-12-21 | 2025-02-06 | $59,712 | $44,661 | $15,051 | $15,051 | |
| 164.286 VANGUARD SML CAP INDX-ADM | 2023-02-03 | 2025-02-06 | $19,695 | $16,712 | $2,983 | $2,983 | |
| 1553.36 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-04-01 | $16,202 | $16,031 | $171 | $171 | |
| 398.005 DODGE & COX INCOME-I | 2024-01-29 | 2025-04-01 | $5,035 | $4,991 | $44 | $44 | |
| 214.192 FIDELITY MID CAP INDX | 2025-02-06 | 2025-04-01 | $7,013 | $7,580 | -$567 | -$567 | |
| 50. INVESCO S&P MIDCAP QUAL ETF | 2024-11-21 | 2025-04-01 | $4,610 | $5,274 | -$664 | -$664 | |
| 150.979 MFS BLND RESRCH M/C EQ-R6 | 2024-11-21 | 2025-04-01 | $2,077 | $2,497 | -$420 | -$420 | |
| 412.094 PGIM HIGH YIELD-R6 | 2025-02-06 | 2025-04-01 | $1,966 | $1,986 | -$20 | -$20 | |
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,672 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $216 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,268 | 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 | MO | 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 | 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 | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $17,571 | 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 | $1,247,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,307,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,307,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,287,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,484 | TotalTaxAmt |
| Distributable Before Adj | $62,902 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,645 | 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 | $82,645 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,054 | 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 | $82,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,054 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,591 | 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 | $32,311 | 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 | MITSU SATO HAIR ACADEMY | BusinessNameLine1Txt |
| Business Name Line2 | ATTN KIMBERLY FRAZEE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9062 METCALF AVE | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $72,860 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,860 | 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 | $36,781 | 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 | $79,044 | 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 | $115,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,825 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $38 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $83 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $54 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $191 | $191 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $75 | $75 | $0 |