REGINA M AULT TRUST 100614: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- REGINA M AULT TRUST 100614 (EIN 48-6323875)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202001329349100500
- Schema version
- 2019v5.0
- 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
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-10T23:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486323875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGINA M AULT TRUST 100614 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AULT | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 M/S 1020307 | 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 | 2020-04-30 | 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 | 2020-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,005 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,372 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $686 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $686 | 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 Rev And Expnss | $4,638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,160 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,479 | 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 | $48 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | 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 | $6,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $100,544 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $105,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $105,471 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 981.786 AMERICAN CENTURY DIVERSIFIED BOND INST. | 2016-12-13 | 2019-01-08 | $10,152 | $10,630 | -$478 | -$478 | |
| 6.955 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2018-12-14 | 2019-01-08 | $113 | $115 | -$2 | -$2 | |
| 56.76 WILLIAM BLAIR SMALL CAP VALUE FUND CL I | 2017-12-14 | 2019-01-08 | $926 | $1,157 | -$231 | -$231 | |
| 4.419 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2018-12-21 | 2019-01-08 | $210 | $191 | $19 | $19 | |
| 17.412 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2017-12-21 | 2019-01-08 | $827 | $992 | -$165 | -$165 | |
| 18.784 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2017-12-14 | 2019-02-14 | $212 | $240 | -$28 | -$28 | |
| 268.192 IVY INTERNATIONAL CORE EQUITY I | 2018-12-13 | 2019-02-14 | $4,463 | $5,256 | -$793 | -$793 | |
| 393.926 IVY INTERNATIONAL CORE EQUITY I | 2016-02-12 | 2019-02-14 | $6,555 | $6,313 | $242 | $242 | |
| 202.658 NUANCE MID CAP VALUE - I | 2017-12-21 | 2019-02-14 | $2,432 | $2,341 | $91 | $91 | |
| 103.74 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-02-14 | 2019-06-04 | $2,105 | $1,951 | $154 | $154 | |
| 15.549 MFS MID CAP GROWTH FUND CLASS R 6 | 2017-12-14 | 2019-06-04 | $315 | $251 | $64 | $64 | |
| 68.051 TIAA-CREF GROWTH & INCOME FD - INSTL | 2018-12-07 | 2019-06-04 | $942 | $868 | $74 | $74 | |
| 837.645 TIAA-CREF GROWTH & INCOME FD - INSTL | 2017-12-08 | 2019-06-04 | $11,593 | $9,661 | $1,932 | $1,932 | |
| 148. VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-01-08 | 2019-06-04 | $1,603 | $1,545 | $58 | $58 | |
| 201.352 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-03 | 2019-06-13 | $2,666 | $2,700 | -$34 | -$34 | |
| 112.84 CHAMPLAIN MID CAP - I | 2019-06-04 | 2019-06-19 | $2,275 | $2,197 | $78 | $78 | |
| 1.274 DODGE & COX INCOME FUND | 2018-12-20 | 2019-06-19 | $18 | $17 | $1 | $1 | |
| 649.201 DODGE & COX INCOME FUND | 2018-03-26 | 2019-06-19 | $9,050 | $7,870 | $1,180 | $1,180 | |
| 805.419 DOUBLELINE TOTAL RETURN BOND FUND CL I | 2016-11-16 | 2019-06-19 | $8,618 | $8,968 | -$350 | -$350 | |
| 31.792 DOUBLELINE TOTAL RETURN BOND FUND CL I | 2018-08-07 | 2019-06-19 | $340 | $330 | $10 | $10 | |
| 40.372 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-12-13 | 2019-06-19 | $458 | $467 | -$9 | -$9 | |
| 210.903 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-19 | 2019-06-19 | $2,394 | $2,771 | -$377 | -$377 | |
| 256.973 OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-14 | 2019-06-19 | $5,810 | $5,620 | $190 | $190 | |
| 34.39 NUANCE MID CAP VALUE - I | 2018-12-20 | 2019-06-19 | $443 | $373 | $70 | $70 | |
| 338.714 NUANCE MID CAP VALUE - I | 2016-11-17 | 2019-06-19 | $4,359 | $3,834 | $525 | $525 | |
| 8.391 MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-02-14 | 2019-06-19 | $174 | $160 | $14 | $14 | |
| 139.566 MANNING & NAPIER INTL. DISCOVERY CL Z | 2018-03-19 | 2019-06-19 | $2,900 | $2,698 | $202 | $202 | |
| 273.672 PRINCIPAL BLUE CHIP R6 | 2019-06-04 | 2019-06-19 | $6,976 | $6,590 | $386 | $386 | |
| 237.521 RIVERPARK STRATEGIC INCOME FUND I | 2018-03-19 | 2019-06-19 | $2,199 | $2,247 | -$48 | -$48 | |
| 84.522 TOUCHSTONE VALUE FUND CLASS - I | 2018-12-12 | 2019-06-19 | $784 | $736 | $48 | $48 | |
| 678.82 TOUCHSTONE VALUE FUND CLASS - I | 2017-12-13 | 2019-06-19 | $6,299 | $4,709 | $1,590 | $1,590 | |
| 80.127 TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-08 | 2019-06-19 | $2,192 | $2,040 | $152 | $152 | |
| 2124.366 VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES | 2019-01-08 | 2019-06-19 | $23,156 | $22,126 | $1,030 | $1,030 | |
| 30.737 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2018-08-07 | 2019-06-19 | $407 | $430 | -$23 | -$23 | |
| 559.45 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2015-10-20 | 2019-06-19 | $7,407 | $6,988 | $419 | $419 | |
| 34.214 VANGUARD INSTITUTIONAL INDEX | 2005-10-03 | 2019-07-10 | $9,277 | $3,835 | $5,442 | $5,442 | |
| 34.27 VANGUARD INSTITUTIONAL INDEX | 2019-06-13 | 2019-07-10 | $9,292 | $8,749 | $543 | $543 | |
| CAPITAL GAIN DIVIDENDS | $29 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $122,074 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $124,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,217 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $119,785 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,306 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $125,752 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,878 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $129,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045256 | DistributionYr5Rt |
| Total Distribution | 0.295463 | TotalDistributionRt |
| Average Distribution | 0.059093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $105,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,356 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,774 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $48 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $65 | 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 | Yes (true) | 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 AVE | 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 | $1,372 | 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 | $49,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113 | TotalTaxAmt |
| Distributable Before Adj | $5,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,774 | 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 | $116,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $113 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $1,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,551 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,605 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $113,156 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,551 | ExcessFromYear1Amt |
| Excess From Current Year | $111,605 | 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 | BARTON COUNTY COMMUNITY COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 NE 30 ROAD | AddressLine1Txt |
| City | GREAT BEND | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FUND REGINA ADULT | GrantOrContributionPurposeTxt |
| Amt | $111,809 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,809 | 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 | $1,189 | 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 | $12,005 | 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 | $13,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,194 | 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 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE ATTACHED STATEMENT | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $4,638 | LegalFeesAmt |
| Net Investment Income | $1,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,479 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $38 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $8 | $8 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | $2 | $0 |