SMITHSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMITHSON FOUNDATION (EIN 51-0187904)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-01-08
- IRS object ID
- 202610129349100156
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-08T11:01:26-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510187904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMITHSON FOUNDATION 10019200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | 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 | 2026-01-05 | 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 | LAUREN R TAKACS | PreparerPersonNm |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-01-05 | 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 | $595,711 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,789 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $46,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,277 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,138 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,138 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | 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 | $4,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,138 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,930 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $418,015 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $421,922 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $571,781 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $427,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $445,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $595,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $427,338 | CapitalStockBOYAmt |
| Capital Stock EOY | $445,552 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $427,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $445,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $445,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $427,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $445,602 | SubtotalAmt |
| Other Decreases | $50 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $445,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 124.573 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-19 | $4,451 | $3,300 | $1,151 | $1,151 | |
| 144.164 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-03-08 | 2024-11-19 | $1,772 | $1,829 | -$57 | -$57 | |
| 679.454 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2024-11-19 | $8,350 | $10,162 | -$1,812 | -$1,812 | |
| 23. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-11-19 | $4,145 | $2,987 | $1,158 | $1,158 | |
| 256.953 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2024-11-19 | $8,903 | $7,441 | $1,462 | $1,462 | |
| 23.368 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-11-19 | $1,128 | $563 | $565 | $565 | |
| 54.846 TRIBUTARY SMALL COMP-INST+ | 2022-04-08 | 2024-11-19 | $1,852 | $1,712 | $140 | $140 | |
| 79.991 VANGUARD DEV MKT INDX-ADM | 2024-03-08 | 2024-11-19 | $1,268 | $1,283 | -$15 | -$15 | |
| 439.642 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2024-11-19 | $6,968 | $5,682 | $1,286 | $1,286 | |
| 5.877 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-11-19 | $700 | $610 | $90 | $90 | |
| 560.52 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2025-01-10 | $6,440 | $7,167 | -$727 | -$727 | |
| 62. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2025-01-10 | $6,419 | $6,469 | -$50 | -$50 | |
| 311. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-10 | $32,200 | $32,161 | $39 | $39 | |
| 1.649 MFS INSTL INTL EQUITY FUND | 2024-03-08 | 2025-01-10 | $56 | $57 | -$1 | -$1 | |
| 398.479 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2025-01-10 | $13,417 | $11,540 | $1,877 | $1,877 | |
| 309.563 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-10 | $14,079 | $7,454 | $6,625 | $6,625 | |
| 45.76 TRIBUTARY SMALL COMP-INST+ | 2024-03-08 | 2025-01-10 | $1,377 | $1,383 | -$6 | -$6 | |
| 354.207 TRIBUTARY SMALL COMP-INST+ | 2023-01-17 | 2025-01-10 | $10,662 | $10,177 | $485 | $485 | |
| 1891.975 VANGUARD DEV MKT INDX-ADM | 2016-04-04 | 2025-01-10 | $28,890 | $22,316 | $6,574 | $6,574 | |
| .575 VANGUARD SML CAP INDX-ADM | 2024-03-08 | 2025-01-10 | $66 | $61 | $5 | $5 | |
| 83.999 VANGUARD SML CAP INDX-ADM | 2023-01-17 | 2025-01-10 | $9,588 | $8,533 | $1,055 | $1,055 | |
| 277.464 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-18 | $2,886 | $2,863 | $23 | $23 | |
| 122.89 DODGE & COX INCOME-I | 2024-03-08 | 2025-03-18 | $1,559 | $1,550 | $9 | $9 | |
| 132.714 FIDELITY MID CAP INDX | 2025-01-10 | 2025-03-18 | $4,332 | $4,445 | -$113 | -$113 | |
| 12. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-18 | $1,105 | $1,229 | -$124 | -$124 | |
| 209.795 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-18 | $2,883 | $3,403 | -$520 | -$520 | |
| 58.05 PGIM HIGH YIELD-R6 | 2024-11-19 | 2025-03-18 | $277 | $280 | -$3 | -$3 | |
| 47.695 CAUSEWAY EMERGING MKTS-INST | 2025-03-18 | 2025-08-20 | $626 | $530 | $96 | $96 | |
| 23.212 FIDELITY INTL INDX | 2025-03-18 | 2025-08-20 | $1,373 | $1,236 | $137 | $137 | |
| 21.465 FIDELITY SM CAP INDX PREM | 2025-01-10 | 2025-08-20 | $610 | $583 | $27 | $27 | |
| 32.229 FIDELITY MID CAP INDX | 2024-03-27 | 2025-08-20 | $1,166 | $1,045 | $121 | $121 | |
| 30.219 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2025-08-20 | $415 | $377 | $38 | $38 | |
| 18. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-08-20 | $1,848 | $1,844 | $4 | $4 | |
| 15. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-08-20 | $2,810 | $2,572 | $238 | $238 | |
| 16.65 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2025-08-20 | $668 | $482 | $186 | $186 | |
| 2.73 TRIBUTARY SMALL COMP-INST+ | 2023-01-17 | 2025-08-20 | $81 | $76 | $5 | $5 | |
| 31.426 VANGUARD INST INDEX-INST | 2019-06-04 | 2025-08-20 | $16,361 | $7,996 | $8,365 | $8,365 | |
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,456 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $234 | 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 | 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 | 64103 | 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 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,277 | 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 | $550,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $570,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $570,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $561,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $634 | TotalTaxAmt |
| Distributable Before Adj | $27,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,618 | 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 | $26,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,479 | 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 | $26,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,479 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,139 | 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 | $25,307 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSOURI BAR FOUNDATION | |||||||
| PO BOX 119 | JEFFERSON CITY | MO | 651020119 | NONE | PC | SMITHSON AWARD FUND | $12,240 |
| MISSOURI BAR FOUNDATION | |||||||
| PO BOX 119 | JEFFERSON CITY | MO | 651020119 | NONE | PC | GENERAL OPERATING FUND | $12,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,480 | 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 | $14,050 | 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 | $32,789 | 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 | $46,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,839 | 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 | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND INCOME TIMING ADJUSTMENT | Desc |
| Amt | $50 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $344 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $400 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $57 | $57 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $18 | $18 | $0 |