EARLE S GIEGERICH TRUST B UNITED MISSOURI BANK: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EARLE S GIEGERICH TRUST B UNITED MISSOURI BANK (EIN 43-6242057)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-01-08
- IRS object ID
- 202640129349100004
- 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 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
| 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 | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436242057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARLE S GIEGERICH TRUST B 10013900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EARL | 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 |
| PTIN | P01252796 | PTIN |
| 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 | $662,009 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,349 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,243 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,622 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,622 | 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 | $703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71 | 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 | $10,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,987 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $494,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $490,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $631,022 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $503,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $521,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $662,009 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $503,354 | CapitalStockBOYAmt |
| Capital Stock EOY | $521,297 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $503,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $521,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $503,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $521,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $503,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $521,375 | SubtotalAmt |
| Other Decreases | $78 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $521,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 130.479 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-19 | $4,662 | $3,456 | $1,206 | $1,206 | |
| 91.184 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-03-13 | 2024-11-19 | $1,121 | $1,161 | -$40 | -$40 | |
| 699.539 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2024-11-19 | $8,597 | $10,514 | -$1,917 | -$1,917 | |
| 23. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-11-19 | $4,139 | $2,987 | $1,152 | $1,152 | |
| 247.895 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2024-11-19 | $8,590 | $7,296 | $1,294 | $1,294 | |
| 23.897 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-11-19 | $1,153 | $575 | $578 | $578 | |
| 66.417 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2024-11-19 | $2,242 | $2,106 | $136 | $136 | |
| 13.907 VANGUARD DEV MKT INDX-ADM | 2024-03-14 | 2024-11-19 | $220 | $222 | -$2 | -$2 | |
| 495.993 VANGUARD DEV MKT INDX-ADM | 2015-02-18 | 2024-11-19 | $7,861 | $6,338 | $1,523 | $1,523 | |
| 6.879 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-11-19 | $819 | $713 | $106 | $106 | |
| 521.306 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2025-01-08 | $6,115 | $6,673 | -$558 | -$558 | |
| 77. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2025-01-08 | $8,002 | $8,005 | -$3 | -$3 | |
| 475. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-08 | $49,361 | $49,120 | $241 | $241 | |
| 375.044 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-01-08 | $12,797 | $11,038 | $1,759 | $1,759 | |
| 294.933 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-08 | $13,661 | $7,102 | $6,559 | $6,559 | |
| 373.801 TRIBUTARY SMALL COMP-INST+ | 2023-01-13 | 2025-01-08 | $11,431 | $10,826 | $605 | $605 | |
| 1795.192 VANGUARD DEV MKT INDX-ADM | 2015-10-20 | 2025-01-08 | $27,861 | $22,171 | $5,690 | $5,690 | |
| 80.255 VANGUARD SML CAP INDX-ADM | 2023-01-13 | 2025-01-08 | $9,304 | $8,055 | $1,249 | $1,249 | |
| 609.621 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-17 | $6,334 | $6,291 | $43 | $43 | |
| 237.26 DODGE & COX INCOME-I | 2022-02-24 | 2025-03-17 | $3,006 | $3,203 | -$197 | -$197 | |
| 102.449 FIDELITY MID CAP INDX | 2025-01-08 | 2025-03-17 | $3,373 | $3,484 | -$111 | -$111 | |
| 12. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-17 | $1,108 | $1,228 | -$120 | -$120 | |
| 159.741 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-17 | $2,212 | $2,591 | -$379 | -$379 | |
| 31.911 PGIM HIGH YIELD-R6 | 2024-11-19 | 2025-03-17 | $153 | $154 | -$1 | -$1 | |
| 118.348 PGIM HIGH YIELD-R6 | 2024-03-13 | 2025-03-17 | $567 | $560 | $7 | $7 | |
| 62.303 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-08-19 | $822 | $703 | $119 | $119 | |
| 30.535 FIDELITY INTL INDX | 2025-03-17 | 2025-08-19 | $1,800 | $1,622 | $178 | $178 | |
| 33.503 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-08-19 | $956 | $931 | $25 | $25 | |
| 56.058 FIDELITY MID CAP INDX | 2024-03-27 | 2025-08-19 | $2,032 | $1,817 | $215 | $215 | |
| 38.814 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2025-08-19 | $533 | $484 | $49 | $49 | |
| 17. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-08-19 | $1,752 | $1,740 | $12 | $12 | |
| 24. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-08-19 | $4,495 | $4,115 | $380 | $380 | |
| 22.406 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-08-19 | $899 | $659 | $240 | $240 | |
| 8.63 TRIBUTARY SMALL COMP-INST+ | 2024-03-13 | 2025-08-19 | $258 | $258 | |||
| 41.589 VANGUARD INST INDEX-INST | 2019-06-04 | 2025-08-20 | $21,653 | $10,582 | $11,071 | $11,071 | |
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,240 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $388 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $283 | 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 | 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 | $9,243 | 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 | $617,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $638,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $638,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $628,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $671 | TotalTaxAmt |
| Distributable Before Adj | $30,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,765 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,618 | 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 | $29,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,996 | 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 | $29,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,996 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,622 | 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 | $25,143 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRINERS HOSPITALS FOR CHILDREN | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MS DOLORAS PERRONE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31356 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336313356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $23,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,996 | 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 | $17,614 | 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 | $35,349 | 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 | $52,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,963 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $74 |
| ROUNDING | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $244 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $388 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $54 | $54 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $17 | $17 | $0 |