E F & O M LYLE SCHOLARSHIP TR 1: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- E F & O M LYLE SCHOLARSHIP TR 1 (EIN 43-6923098)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202011329349100106
- 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
- Other Decreases 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 | 436923098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & ORA MAE LYLE SCHOLARSHIP TRUST #1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYLE | 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 | 2020-04-14 | 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 | 2020-04-14 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,922,860 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,289 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $74,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,124 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,610 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,514 | 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 | $3,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | 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 | $23,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,229 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,501,147 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,470,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,900,631 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,512,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,493,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,922,860 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,512,267 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,493,002 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,512,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,493,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,512,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,493,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,512,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35 | OtherIncreasesAmt |
| Subtotal | $1,493,525 | SubtotalAmt |
| Other Decreases | $523 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,493,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 957.0985 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-01-15 | $56 | $56 | |||
| 608.66 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-01-22 | $35 | $36 | -$1 | -$1 | |
| 900.9255 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-02-15 | $56 | $56 | |||
| 573.2515 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-02-20 | $35 | $36 | -$1 | -$1 | |
| 844.4955 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-03-15 | $56 | $57 | -$1 | -$1 | |
| 511.264 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-03-20 | $62 | $63 | -$1 | -$1 | |
| 787.8065 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-04-15 | $57 | $57 | |||
| 470.6715 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-04-22 | $41 | $41 | |||
| 730.8575 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-05-15 | $57 | $57 | |||
| 434.978 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-05-20 | $36 | $36 | |||
| 88. ISHARES BARCLAYS INTER GOVT/CREDIT BD FD | 2018-09-18 | 2019-06-14 | $9,821 | $9,443 | $378 | $378 | |
| 118. ISHARES BARCLAYS INTER GOVT/CREDIT BD FD | 2017-04-10 | 2019-06-14 | $13,169 | $13,019 | $150 | $150 | |
| 673.648 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-06-17 | $57 | $57 | |||
| 388.7225 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-06-20 | $46 | $47 | -$1 | -$1 | |
| 2376.426 AQR MULTI-STRATEGY ALT FD CL - I | 2015-08-19 | 2019-07-09 | $17,633 | $24,430 | -$6,797 | -$6,797 | |
| 238.025 BLACKROCK EQUITY DIVIDEND FUND K | 2017-09-20 | 2019-07-09 | $5,139 | $5,356 | -$217 | -$217 | |
| 74.556 GOTHAM ABSOLUTE RETURN FUND | 2014-09-17 | 2019-07-09 | $1,111 | $1,035 | $76 | $76 | |
| 144.797 NEUBERGER BERMAN LONG SHORT FUND CL I | 2014-09-17 | 2019-07-09 | $2,091 | $1,897 | $194 | $194 | |
| 148.185 PRIMECAP ODYSSEY GROWTH FUND | 2014-09-17 | 2019-07-09 | $5,858 | $3,865 | $1,993 | $1,993 | |
| 15000. UNITED STATES TREASURY NOTES DTD 8/15/2013 2.500% 8/15/2023 | 2018-08-16 | 2019-07-11 | $15,375 | $14,859 | $516 | $516 | |
| 616.176 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-07-15 | $57 | $58 | -$1 | -$1 | |
| 361.53 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-07-22 | $27 | $28 | -$1 | -$1 | |
| 558.4405 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-08-15 | $58 | $58 | |||
| 334.1975 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-08-20 | $27 | $28 | -$1 | -$1 | |
| 500.4405 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-09-16 | $58 | $58 | |||
| 306.7255 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-09-20 | $27 | $28 | -$1 | -$1 | |
| 9.27 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2011-12-21 | 2019-10-01 | $460 | $352 | $108 | $108 | |
| 566.987 WALTHAUSEN SMALL CAP VALUE INST'L CLASS | 2014-09-17 | 2019-10-01 | $10,313 | $14,095 | -$3,782 | -$3,782 | |
| 208.077 WALTHAUSEN SMALL CAP VALUE INST'L CLASS | 2018-12-20 | 2019-10-01 | $3,785 | $3,452 | $333 | $333 | |
| 1437.017 WALTHAUSEN SMALL CAP VALUE INST'L CLASS | 2018-09-18 | 2019-10-01 | $26,139 | $32,177 | -$6,038 | -$6,038 | |
| 442.1745 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-10-15 | $58 | $58 | |||
| 279.112 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-10-21 | $28 | $28 | |||
| 25000. SOUTHWEST AIRLINES CO DTD 11/6/2014 2.750% 11/6/2019 | 2016-10-20 | 2019-11-06 | $25,000 | $25,000 | |||
| 15000. FMC CORP DTD 11/30/2009 5.200% 12/15/2019 | 2016-12-15 | 2019-11-08 | $15,051 | $15,041 | $10 | $10 | |
| 383.6415 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-11-15 | $59 | $59 | |||
| 251.357 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-11-20 | $28 | $28 | |||
| 25000. JP MORGAN CHASE & CO DTD 1/25/2013 3.200% 1/25/2023 | 2015-07-29 | 2019-12-12 | $25,733 | $24,676 | $1,057 | $1,057 | |
| 160.566 CHAMPLAIN MID CAP - I | 2017-07-26 | 2019-12-16 | $3,412 | $2,742 | $670 | $670 | |
| 30000. BB&T CORPORATION DTD 12/8/2014 2.450% SER MTN 1/15/2020 | 2015-07-29 | 2019-12-16 | $30,000 | $30,025 | -$25 | -$25 | |
| 222.714 BLACKROCK EQUITY DIVIDEND FUND K | 2017-09-20 | 2019-12-16 | $4,608 | $5,011 | -$403 | -$403 | |
| 1296.995 CARILLON SCOUT MID CAP FD CL I | 2010-11-24 | 2019-12-16 | $24,526 | $17,263 | $7,263 | $7,263 | |
| 324.8405 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2019-12-16 | $59 | $59 | |||
| 185.769 PRIMECAP ODYSSEY GROWTH FUND | 2014-09-17 | 2019-12-16 | $7,923 | $4,845 | $3,078 | $3,078 | |
| 221.4175 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2019-12-20 | $30 | $30 | |||
| CAPITAL GAIN DIVIDENDS | $39,734 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,438 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,856,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,142 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,759,538 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,998 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,613,649 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054534 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,193 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,711,572 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,768 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,736,708 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045931 | DistributionYr5Rt |
| Total Distribution | 0.242319 | TotalDistributionRt |
| Average Distribution | 0.048464 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,831,636 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,768 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,496 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,231 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $744 | OverpaymentAmt |
| Applied To ES Tax | $744 | 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 | 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) |
|---|---|---|
| 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 | $20,124 | 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 | $1,843,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,859,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,859,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,831,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,456 | TotalTaxAmt |
| Distributable Before Adj | $90,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,126 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,231 | 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 | $88,231 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,917 | 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 | $88,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,917 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,314 | 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 | $70,812 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH ST NW | WASHINGTON | DC | 200013186 | NONE | PC | SUPPORT OF CHARITABLE | $11,488 | |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER PARK DRIVE | PARKVILLE | MO | 641523795 | NONE | PC | SUPPORT OF CHARITABLE | $57,429 | ATTN DORLA WATKINS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,917 | 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 | $35,812 | 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 | $38,289 | 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 | $74,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,101 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCURED INT PAID CARRYOVER | $160 |
| CORPORATE ACTION ADJUSTMENT | $363 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| ACCRETION OF BOND DISCOUNT | $32 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $641 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $192 | $192 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |