E KEMPER CARTER AND ANNA CURRY CARTER COMMUNITY MEMORIAL TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- E KEMPER CARTER AND ANNA CURRY CARTER COMMUNITY MEMORIAL TRUST (EIN 43-6483356)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202513109349100026
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T13:01:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436483356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E KEMPER CARTER & ANNA CURRY CARTER COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CART | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,112,826 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $442,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $439,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,397,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,359,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,397,191 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$29,527 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,284 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,809,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,844,961 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,003 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,002 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,002 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $366 | 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 |
| Other Expenses Rev And Expnss | $82 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $182,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,047,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $947,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $762,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,764,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,410,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,216,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,216,641 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,821,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,839,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,896,185 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,231,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,056,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,112,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,231,468 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,056,345 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,231,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,056,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,231,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,056,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,231,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $762,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,516 | OtherIncreasesAmt |
| Subtotal | $10,056,346 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,056,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 760. CLOROX CO | 1994-11-17 | 2024-01-23 | $108,493 | $8,645 | $99,848 | $99,848 | |
| 1500. HIGHWOODS PROPERTIES INC | 2014-06-11 | 2024-01-23 | $33,257 | $59,199 | -$25,942 | -$25,942 | |
| 2500. PFIZER INC | 2016-05-03 | 2024-01-23 | $70,587 | $68,455 | $2,132 | $2,132 | |
| 2000. V F CORP | 2010-11-10 | 2024-01-23 | $32,810 | $38,251 | -$5,441 | -$5,441 | |
| 200000. MASTERCARD INC 3.375% 01 APR 2024 | 2019-03-20 | 2024-04-01 | $200,000 | $200,000 | |||
| 1400. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS | 2023-01-23 | 2024-04-09 | $84,461 | $92,098 | -$7,637 | -$7,637 | |
| 450. BOEING CO | 2020-12-18 | 2024-04-09 | $79,946 | $98,644 | -$18,698 | -$18,698 | |
| 2171. ENBRIDGE INC | 2012-05-11 | 2024-04-09 | $76,382 | $60,097 | $16,285 | $16,285 | |
| 5200. FT-PREFERRED SECUR & INC ETF | 2020-10-22 | 2024-04-09 | $90,018 | $100,147 | -$10,129 | -$10,129 | |
| 637. GENUINE PARTS CO | 2022-08-11 | 2024-04-09 | $95,754 | $99,735 | -$3,981 | -$3,981 | |
| 237. SOLVENTUM CORP | 1995-10-19 | 2024-04-09 | $15,610 | $4,034 | $11,576 | $11,576 | |
| 2000. UNITED PARCEL SERVICE INC CLASS B | 2019-07-26 | 2024-04-09 | $301,158 | $224,534 | $76,624 | $76,624 | |
| 855. WALGREENS BOOTS ALLIANCE INC | 2000-02-24 | 2024-04-09 | $16,339 | $22,236 | -$5,897 | -$5,897 | |
| .5 SOLVENTUM CORP | 1995-10-19 | 2024-04-25 | $32 | $9 | $23 | $23 | |
| 4524. ALLIANT ENERGY CORP | 2011-03-18 | 2024-08-02 | $256,956 | $76,672 | $180,284 | $180,284 | |
| 1162. CROWDSTRIKE HOLDINGS INC - A | 2023-01-23 | 2024-08-02 | $252,681 | $152,695 | $99,986 | $99,986 | |
| 200. LULULEMON ATHLETICA INC | 2021-09-09 | 2024-08-02 | $47,548 | $85,610 | -$38,062 | -$38,062 | |
| 2470. ON SEMICONDUCTOR | 2022-11-10 | 2024-08-02 | $167,597 | $167,124 | $473 | $473 | |
| 3042. UMB FINANCIAL CORP | 1994-11-17 | 2024-08-29 | $314,184 | $38,269 | $275,915 | $275,915 | |
| 1500. DISNEY WALT HOLDING CO | 2023-01-23 | 2024-10-15 | $141,506 | $150,727 | -$9,221 | -$9,221 | |
| 1100. FEDEX CORP | 2000-05-05 | 2024-10-15 | $293,692 | $38,873 | $254,819 | $254,819 | |
| 3975. INTEL CORP | 2010-11-10 | 2024-10-15 | $90,747 | $95,148 | -$4,401 | -$4,401 | |
| 723. NVIDIA CORP | 2021-01-28 | 2024-10-15 | $94,815 | $9,573 | $85,242 | $85,242 | |
| 484. STANLEY BLACK & DECKER INC | 1996-12-24 | 2024-10-15 | $52,861 | $11,462 | $41,399 | $41,399 | |
| 665. TARGET CORP | 2000-02-24 | 2024-10-15 | $106,984 | $18,362 | $88,622 | $88,622 | |
| 950. 3M CO | 1995-10-19 | 2024-10-15 | $129,424 | $21,484 | $107,940 | $107,940 | |
| 1516. NVIDIA CORP | 2021-01-28 | 2024-12-17 | $199,167 | $20,074 | $179,093 | $179,093 | |
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,339 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,397,191 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,948 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,599 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,547 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20 | OverpaymentAmt |
| Applied To ES Tax | $20 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $160,003 | 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 | $20,157,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,266,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,423,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,423,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $321,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,102,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,055,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,055,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,527 | TotalTaxAmt |
| Distributable Before Adj | $1,030,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,030,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,030,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $947,002 | 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 | $947,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,030,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $826,022 | 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 | $947,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $826,022 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,980 | 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 | $909,603 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ROYAL ASSOCIATION | |||||||
| 1701 AMERICAN ROYAL COURT | KANSAS CITY | MO | 64102 | NONE | PC | CAPITAL CAMPAIGN | $300,000 |
| LYRIC OPERA OF KANSAS CITY | |||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | 2024-2025 SEASON | $25,000 |
| GUADALUPE CENTERS | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | IN HONOR OF LISA LOPEZ | $50,000 |
| THE PHOENIX FAMILY HOUSING CORPORATION | |||||||
| 3908 WASHINGTON STREET | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 |
| JUNIOR ACHIEVEMENT OF MIDDLE AMERICA I | |||||||
| 2842 W 47TH AVENUE | KANSAS CITY | KS | 66103 | NONE | PC | ACCESS TO OPPORTUNITY | $10,000 |
| DTC COMMUNITY DEVELOPMENT INC | |||||||
| 1000 WALNUT SUITE 200 | KANSAS CITY | MO | 64106 | NONE | PC | 670 SOUTH LOOP PROJECT | $200,000 |
| KANSAS CITY REPERTORY THEATRE INC | |||||||
| 4825 TROOST AVENUE SUITE 101 | KANSAS CITY | MO | 64110 | NONE | PC | 60TH ANNIVERSARY SEASON | $25,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | SYNERGY FOREST HILL VILLAGE | $75,000 |
| ST LUKES FOUNDATION | |||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | NONE | PC | HEARTLAND GALA 2024 | $5,000 |
| MAKE-A-WISH KANSAS AND MISSOURI | |||||||
| 13523 BARRETT PARKWAY DR | BALLWIN | MO | 63021 | NONE | PC | WISH IN PERPETUITY | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,397,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 525990 | -$37,811 | 15 | $6,922 |
| SEC 897 CAP GAIN | 1 | $1,362 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$37,811 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,847,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,809,752 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $82 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $82 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$30,889 | $6,922 |
| SECTION 897 CAPITAL GAIN | $1,362 | $1,362 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $62,516 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $366 | $366 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $593 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $19,346 | $0 | $0 |