HILDA SMITH PERMANENT SCHOLARSHIP ENDOWMENT: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HILDA SMITH PERMANENT SCHOLARSHIP ENDOWMENT (EIN 48-6318731)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-01-05
- IRS object ID
- 202630129349100058
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-05T11:01:21-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486318731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDA SMITH PERMANENT SCHOLARSHIP ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 8168607710 | 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 | 8168607710 | PhoneNum |
| Signature | 2025-12-12 | 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 |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2025-12-12 | 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 | $524,762 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,177 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $31,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,446 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,723 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,723 | 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 | $1,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | 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 | $344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,069 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,155 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $445,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $448,044 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $520,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $449,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $452,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $524,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $449,804 | CapitalStockBOYAmt |
| Capital Stock EOY | $452,199 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $449,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $452,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $449,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $452,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $449,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,404 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $452,208 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $452,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 123.973 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-19 | $4,430 | $3,284 | $1,146 | $1,146 | |
| 31.508 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-02-22 | 2024-11-19 | $387 | $399 | -$12 | -$12 | |
| 591.622 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2024-11-19 | $7,271 | $8,892 | -$1,621 | -$1,621 | |
| 23. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-11-19 | $4,139 | $2,987 | $1,152 | $1,152 | |
| 212.871 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2024-11-19 | $7,376 | $6,265 | $1,111 | $1,111 | |
| 25.504 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-11-19 | $1,231 | $614 | $617 | $617 | |
| 54.336 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2024-11-19 | $1,834 | $1,738 | $96 | $96 | |
| 436.951 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2024-11-19 | $6,926 | $5,596 | $1,330 | $1,330 | |
| 6.657 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-11-19 | $793 | $690 | $103 | $103 | |
| 3.883 VANGUARD 500 INDEX-ADM | 2023-11-08 | 2024-11-19 | $2,124 | $1,572 | $552 | $552 | |
| 432.581 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2025-01-10 | $4,970 | $5,593 | -$623 | -$623 | |
| 33. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2025-01-10 | $3,417 | $3,435 | -$18 | -$18 | |
| 413. ISHARES INTERMEDIATE GOVERNM | 2023-08-07 | 2025-01-10 | $42,761 | $42,703 | $58 | $58 | |
| 1.444 MFS INSTL INTL EQUITY FUND | 2024-02-22 | 2025-01-10 | $49 | $49 | |||
| 305.922 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-01-10 | $10,300 | $9,003 | $1,297 | $1,297 | |
| 10.189 PRINCIPAL BLUE CHIP-R6 | 2024-12-12 | 2025-01-10 | $463 | $490 | -$27 | -$27 | |
| 237.878 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-10 | $10,819 | $5,728 | $5,091 | $5,091 | |
| 33.228 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-01-10 | $1,000 | $1,078 | -$78 | -$78 | |
| 308.574 TRIBUTARY SMALL COMP-INST+ | 2023-12-14 | 2025-01-10 | $9,288 | $8,865 | $423 | $423 | |
| 9.944 VANGUARD DEV MKT INDX-ADM | 2024-02-23 | 2025-01-10 | $152 | $156 | -$4 | -$4 | |
| 1441.09 VANGUARD DEV MKT INDX-ADM | 2015-10-20 | 2025-01-10 | $22,005 | $17,803 | $4,202 | $4,202 | |
| .525 VANGUARD SML CAP INDX-ADM | 2024-02-23 | 2025-01-10 | $60 | $54 | $6 | $6 | |
| 64.35 VANGUARD SML CAP INDX-ADM | 2023-01-13 | 2025-01-10 | $7,346 | $6,459 | $887 | $887 | |
| 496.475 BAIRD INTERMEDIATE BOND-INST | 2024-01-30 | 2025-03-14 | $5,158 | $5,109 | $49 | $49 | |
| 190.828 DODGE & COX INCOME-I | 2021-01-14 | 2025-03-14 | $2,414 | $2,684 | -$270 | -$270 | |
| 87.322 FIDELITY MID CAP INDX | 2025-01-10 | 2025-03-14 | $2,833 | $2,927 | -$94 | -$94 | |
| 9. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-14 | $822 | $921 | -$99 | -$99 | |
| 140.406 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-14 | $1,918 | $2,277 | -$359 | -$359 | |
| 96.418 PGIM HIGH YIELD-R6 | 2024-11-19 | 2025-03-14 | $461 | $466 | -$5 | -$5 | |
| 35.007 PGIM HIGH YIELD-R6 | 2020-01-09 | 2025-03-14 | $167 | $195 | -$28 | -$28 | |
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,295 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $452 | OverpaymentAmt |
| Applied To ES Tax | $376 | AppliedToESTaxAmt |
| Refund | $76 | 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 | KS | 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 | 8168607710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | 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 | 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
| 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 | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUST OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,446 | 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 | $498,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $514,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $514,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $506,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $376 | TotalTaxAmt |
| Distributable Before Adj | $24,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,123 | 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 | $23,123 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,521 | 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 | $23,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,602 | 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 | $19,340 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | UMB NATIONAL BANK OF AMERICA ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 560 | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674020560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7858264530 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDED TO SENIORS GRADUATING FROM HIGHSCHOOLS IN SALINE COUNTY, KANSAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOGAN COUNTY HOSPITAL | |||||||
| 211 CHERRY AVENUE | OAKLEY | KS | 677481201 | NONE | PC | GENERAL OPERATING | $3,200 |
| PRESBYTERIAN MANORS | |||||||
| PO BOX 20440 | WICHITA | KS | 67208 | NONE | PC | GENERAL OPERATING | $4,100 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 308 S 8TH ST | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING | $4,100 |
| UNIVERSITY OF KANSAS | |||||||
| 1502 LOWA ST | LAWRENCE | KS | 66045 | NONE | PC | SCHOLARSHIP | $1,000 |
| WICHITA STATE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID BOX 24 | WICHITA | KS | 672600024 | NONE | PC | SCHOLARSHIP RECIPIENT | $2,000 |
| KANSAS WESLEYAN UNIVERSITY | |||||||
| 100 E CLAFLIN AVE | SALINA | KS | 67401 | NONE | PC | SCHOLARSHIP RECIPIENT | $1,000 |
| BETHANY COLLEGE | |||||||
| 335 E SWENSSON STREET | LINDSBORG | KS | 67456 | NONE | PC | SCHOLARSHIP RECIPIENT | $1,000 |
| FORT HAYS STATE UNIVERSITY | |||||||
| 600 PARK ST | HAYS | KS | 67601 | NONE | PC | SCHOLARSHIP RECIPIENT | $1,000 |
| SALINA AREA TECHNICAL COLLEGE | |||||||
| 2562 CENTENNIAL RD | SALINA | KS | 67401 | NONE | PC | SCHOLARSHIP RECIPIENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,400 | 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 | $14,029 | 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 | $17,177 | 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 | $31,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,206 | 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 | COST BASIS ADJUSTMENT | Desc |
| Amt | $9 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INTEREST | Desc |
| Revenue And Expenses Per Books | $344 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $6 | $6 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $714 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $621 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $207 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $49 | $49 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |