BRUCE V DROWNS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE V DROWNS EDUCATIONAL FOUNDATION (EIN 43-6371635)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-28
- IRS object ID
- 202540289349100614
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-28T15:51:25-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841965469 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 N WOODBINE RD SUITE B | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436371635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE V DROWNS EDUCATIONAL FOUNDATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8162384531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMERCE TRUST PO BOX 1119 | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8162365748 | PhoneNum |
| Signature | 2024-11-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONILU THOMPSON | PreparerPersonNm |
| PTIN | P01059520 | PTIN |
| Phone | 8163644714 | PhoneNum |
| Preparation | 2025-01-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,337,428 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $897,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $272 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $82,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,547 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,773 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,774 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,087 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $265 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,451 | CashBOYAmt |
| Cash EOY | $8,173 | CashEOYAmt |
| Cash EOYFMV | $8,173 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $69,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,372 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,100,707 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,038,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,259,883 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,142,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,337,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,142,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,116,147 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,142,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,142,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,116,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,142,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,264 | OtherIncreasesAmt |
| Subtotal | $1,116,147 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $366 | SubtotalAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $296 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $496 | TotalPaymentsAndCreditsAmt |
| Overpayment | $130 | OverpaymentAmt |
| Applied To ES Tax | $130 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162384531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 FELIX ST | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64502 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| UMB BANK | ||||||||
| 1010 GRAND | KANSAS CITY | MO | 64103 | CO-TRUSTEE | 1.00 | $7,230 | $0 | $0 |
| SARA NICHOLSON | ||||||||
| 15329 HH HWY | PLATTE CITY | MO | 64079 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATI REID | ||||||||
| 5655 SOUTH 4TH STREET | ST JOSEPH | MO | 64504 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ABBEE CRUZ MIRABAL | ||||||||
| 13317 SE SCHWADER RD | GOWER | MO | 64454 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| COMMERCE TRUST | ||||||||
| 328 FELIX ST | ST JOSEPH | MO | 64502 | CO-TRUSTEE | 1.00 | $2,317 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,249,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,310,597 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,310,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,290,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $64,181 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,181 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,181 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,861 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $101,861 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,181 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,283 | UndistributedIncomePYAmt |
| Qualifying Distributions | $101,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,283 | AppliedToYear1Amt |
| Applied To Current Year | $49,578 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $14,603 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENTON HIGH SCHOOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5655 S 4TH STREET | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8166714030 | RecipientPhoneNum |
| Form And Info And Materials | BRUCE DROWNS EDUCATIONAL FOUNDATION APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | BENTON HIGH SCHOOL STUDENTS AND GRADUATES WHO SHOW NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| MISSOURI STATE UNIVERSITY | ||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | PC | SCHOLARSHIPS | $6,000 | |
| MISSOURI WESTERN STATE UNIVERSITY | ||||||||
| 4525 DOWNS DR | ST JOSEPH | MO | 64507 | NONE | PC | SCHOLARSHIPS | $31,000 | MISSOURI WESTERN STATE UNIVERSITY |
| UNIVERSITY OF MISSOURI - COLUMBIA | ||||||||
| 111 JESSEE HALL | COLUMBIA | MO | 65211 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| NORTHWEST MISSOURI STATE UNIVERSITY | ||||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | NONE | PC | SCHOLARSHIPS | $8,000 | |
| NORTH CENTRAL MISSOURI COLLEGE | ||||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | NONE | PC | SCHOLARSHIPS | $8,000 | |
| DRURY UNIVERSITY | ||||||||
| 900 N BENTON AVE | SPRINGFIELD | MO | 65802 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| GRACELAND UNIVERSITY | ||||||||
| 1 UNIVERSITY PL | LAMONIA | IA | 50140 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| MIDLAND UNIVERSITY | ||||||||
| 900 N CLARKSON ST | FREMONT | NE | 68025 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| PRESCOTT COLLEGE | ||||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | NONE | PC | SCHOLARSHIPS | $3,000 | |
| STEPHENS COLLEGE | ||||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| METROPOLITAN COMMUNITY COLLEGE | ||||||||
| 5300 N 30TH ST | OMAHA | NE | 68111 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF MISSOURI - KC | ||||||||
| 5000 HOLMES ST | KANSAS CITY | MO | 64110 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| ACADEMY OF HAIR DESIGN AND BEAUTY | ||||||||
| 14454 US-169 | SMITHVILLE | MO | 64089 | NONE | PC | SCHOLARSHIPS | $2,000 | |
| LOYOLA UNIVERISTY - CHICAGO | ||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| FORT HAYS STATE UNIVERSITY | ||||||||
| 600 PARK ST | HAYS | KS | 67601 | NONE | PC | SCHOLARSHIPS | $4,000 | |
| MISSOURI VALLEY COLLEGE | ||||||||
| 500 E COLLEGE ST | MARSHALL | MO | 65340 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| WICHITA STATE UNIVERSITY | ||||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| PARK UNIVERSITY | ||||||||
| 8700 NW RIVER DR | PARKVILLE | MO | 64152 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,281 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,019 | TotalIncomeProducingActyAmt |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| UMB BANK | PURCHASE | 2024-03 | $191,221 | $189,233 | $1,988 | |
| UMB BANK | PURCHASE | 2024-03 | $540,342 | $513,400 | $26,942 | |
| COMMERCE TRUST | PURCHASE | 2024-06 | $43,627 | $42,025 | $1,602 | 2024-03 |
| COMMERCE TRUST | PURCHASE | 2024-06 | $118,809 | $102,037 | $16,772 | |
| COMMERCE TRUST | PURCHASE | 2024-06 | $2,323 | $2,323 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,038,602 | BookValueAmt |
| EOYFMV | $1,259,883 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER NONALLOCABLE EXPENSES | $14 | $7 |
| UMB BANKING FEES | $293 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $272 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $272 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR GRANT REVERSAL | $2,000 |
| OTHER | $264 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $6,175 | Amt |
| Net Investment Income | $3,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,087 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $222 | $222 |
| FOREIGN TAXES ON NONQUALIFIED | $43 | $43 |