E F & O M LYLE SCHOLARSHIP TR 1: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- E F & O M LYLE SCHOLARSHIP TR 1 (EIN 43-6923098)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201941209349100839
- Schema version
- 2018v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T15:00:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 40 WESTMINSTER ST 8TH FL | AddressLine1Txt |
| City | Providence | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 3128795176 | PhoneNum |
| Preparation | 2019-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.111.183.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4CF5AFC82CCF381F3E1741D79A775B5E1BA7BEEF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6F43BCC65E791FD6F9831F9B49F5B2153310792 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,700,256 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,120 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,321 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $111,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,671 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,814 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,857 | 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 | $3,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175 | 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 | $26,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,657 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,839 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,120 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,457,895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,501,147 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,689,136 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,492,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,512,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,700,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,492,050 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,512,267 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,492,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,492,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,512,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,492,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,512,559 | SubtotalAmt |
| Other Decreases | $292 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1611.513 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-01-16 | $53 | $53 | |||
| 1126.3385 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-01-22 | $123 | $125 | -$2 | -$2 | |
| 1558.34 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-02-15 | $53 | $53 | |||
| 1087.6025 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-02-20 | $39 | $39 | |||
| 1504.9225 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-03-15 | $53 | $54 | -$1 | -$1 | |
| 1036.9425 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-03-20 | $51 | $51 | |||
| 1451.261 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-04-16 | $54 | $54 | |||
| 987.607 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-04-20 | $49 | $50 | -$1 | -$1 | |
| 1397.353 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-05-15 | $54 | $54 | |||
| 946.7245 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-05-21 | $41 | $41 | |||
| 1343.198 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-06-15 | $54 | $54 | |||
| 908.328 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-06-20 | $38 | $39 | -$1 | -$1 | |
| 1288.7945 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-07-16 | $54 | $55 | -$1 | -$1 | |
| 870.98 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-07-20 | $37 | $38 | -$1 | -$1 | |
| 1234.142 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-08-15 | $55 | $55 | |||
| 10000. FEDERAL NATIONAL MORTGAGE ASSN DTD 5/16/2016 1.250% 5/6/2021 | 2017-04-20 | 2018-08-16 | $9,620 | $9,887 | -$267 | -$267 | |
| 20000. FEDERAL HOME LOAN MORTGAGE CORP DTD 10/2/2012 1.250% 10/2/2019 | 2015-11-05 | 2018-08-16 | $19,719 | $19,937 | -$218 | -$218 | |
| 833.329 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-08-20 | $38 | $38 | |||
| 1179.239 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-09-17 | $55 | $55 | |||
| 632.284 CHAMPLAIN MID CAP - I | 2017-07-26 | 2018-09-18 | $12,974 | $10,799 | $2,175 | $2,175 | |
| 369.392 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2011-12-21 | 2018-09-18 | $26,615 | $14,041 | $12,574 | $12,574 | |
| 1251.73 PRIMECAP ODYSSEY GROWTH FUND | 2014-09-17 | 2018-09-18 | $53,925 | $32,645 | $21,280 | $21,280 | |
| 754.699 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-09-20 | $79 | $80 | -$1 | -$1 | |
| 1124.084 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-10-15 | $55 | $55 | |||
| 717.6505 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-10-22 | $37 | $38 | -$1 | -$1 | |
| 1068.677 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-11-15 | $55 | $56 | -$1 | -$1 | |
| 679.726 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-11-20 | $38 | $38 | |||
| 25000. AFLAC INC DTD 3/12/2015 2.400% 3/16/2020 | 2015-03-10 | 2018-11-30 | $25,000 | $25,013 | -$13 | -$13 | |
| 1013.015 GOVT NATIONAL MTG ASSN DTD 10/1/2005 5.0000% 10/15/2020 | 2005-11-29 | 2018-12-17 | $56 | $56 | |||
| 20000. FEDERAL HOME LOAN MORTGAGE CORP DTD 1/13/2012 2.375% 1/13/2022 | 2015-03-05 | 2018-12-19 | $19,800 | $20,210 | -$410 | -$410 | |
| 643.969 GOVT NATIONAL MTG ASSN II DTD 12/1/2005 5.5000% 12/20/2020 | 2005-12-14 | 2018-12-20 | $36 | $36 | |||
| CAPITAL GAIN DIVIDENDS | $45,210 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,321 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,142 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,759,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,998 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,613,649 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054534 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,711,572 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048606 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,768 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,736,708 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,653,372 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049837 | DistributionYr5Rt |
| Total Distribution | 0.245592 | TotalDistributionRt |
| Average Distribution | 0.049118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,856,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,098 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,438 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,197 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,197 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,556 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,556 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $641 | 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 | 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 | $22,671 | 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 | $1,849,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,884,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,884,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,856,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,197 | TotalTaxAmt |
| Distributable Before Adj | $90,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,620 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,620 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,438 | 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 | $86,438 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,438 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,735 | 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 | $86,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,735 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,703 | 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 | $68,917 | 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 | $10,799 | |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER PARK DRIVE | PARKVILLE | MO | 641523795 | NONE | PC | SUPPORT OF CHARITABLE | $53,982 | ATTN DORLA WATKINS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,781 | 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 | $31,507 | 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 | $80,321 | 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 | $111,828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,828 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCURED INT PAID CARRYOVER | $70 |
| ROUNDING | $3 |
| CORPORATE ACTION ADJUSTMENT | $219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,336 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,556 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $175 | $175 | $0 |