DAVID & SHIRLEY LOWE FAMILY FDN 14537900: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & SHIRLEY LOWE FAMILY FDN 14537900 (EIN 37-6634031)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349103000
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376634031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & SHIRLEY LOWE FAMILY FDN 14537900 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 8888624045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LOWE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888624045 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,645,518 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,899 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $590,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,899 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,211 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $210,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,552 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,217 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,217 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $129 | 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 | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $432,487 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $432,487 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$230,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $201,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,541 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $550,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $467,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,006,634 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $744,234 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $597,564 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $608,343 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,325,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,095,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,645,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,325,828 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,095,595 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,325,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,095,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,325,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,095,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,325,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$230,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $469 | OtherIncreasesAmt |
| Subtotal | $1,095,602 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,095,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (294 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 39. TRAVELERS COS INC/THE | 2020-10-07 | 2025-01-13 | $9,063 | $4,448 | $4,615 | $4,615 | |
| 3. ABBOTT LABORATORIES | 2020-01-08 | 2025-02-13 | $385 | $260 | $125 | $125 | |
| 8. ALPHABET INC | 2017-02-03 | 2025-02-13 | $1,473 | $328 | $1,145 | $1,145 | |
| 6. AMAZON COM INC | 2023-05-17 | 2025-02-13 | $1,367 | $693 | $674 | $674 | |
| 5. AMPHENOL CORP CLASS A | 2022-06-22 | 2025-02-13 | $338 | $159 | $179 | $179 | |
| 210. APPLE COMPUTER INC | 2023-04-21 | 2025-02-13 | $50,488 | $10,576 | $39,912 | $39,912 | |
| 2. APPLIED MATERIALS INC | 2024-10-16 | 2025-02-13 | $357 | $369 | -$12 | -$12 | |
| 14. BANK OF AMERICA CORP | 2019-12-04 | 2025-02-13 | $639 | $466 | $173 | $173 | |
| 1. BERKSHIRE HATHAWAY INC-CL B | 2023-10-18 | 2025-02-13 | $470 | $341 | $129 | $129 | |
| 4. BROADCOM INC | 2020-01-08 | 2025-02-13 | $936 | $124 | $812 | $812 | |
| 3. CHEVRONTEXACO CORP | 2016-12-06 | 2025-02-13 | $457 | $340 | $117 | $117 | |
| 9. COPART INC | 2024-06-20 | 2025-02-13 | $530 | $485 | $45 | $45 | |
| 26. COSTCO WHOLESALE CORP | 2017-05-24 | 2025-02-13 | $27,986 | $4,381 | $23,605 | $23,605 | |
| 1. DANAHER CORP | 2024-08-21 | 2025-02-13 | $194 | $271 | -$77 | -$77 | |
| 3. EXXON MOBIL CORP | 2021-07-07 | 2025-02-13 | $314 | $182 | $132 | $132 | |
| 2. META PLATFORMS INC-CLASS A | 2023-10-18 | 2025-02-13 | $1,445 | $637 | $808 | $808 | |
| 3. FASTENAL CO | 2024-11-20 | 2025-02-13 | $214 | $246 | -$32 | -$32 | |
| 2. GILEAD SCIENCES INC | 2023-01-18 | 2025-02-13 | $201 | $173 | $28 | $28 | |
| 1. HOME DEPOT INC | 2016-12-07 | 2025-02-13 | $403 | $133 | $270 | $270 | |
| 1. INTUIT INC | 2016-12-01 | 2025-02-13 | $573 | $113 | $460 | $460 | |
| 216. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2020-02-03 | 2025-02-13 | $25,118 | $17,546 | $7,572 | $7,572 | |
| 334. ISHARES CORE MSCI EAFE ETF | 2019-10-28 | 2025-02-13 | $25,288 | $21,105 | $4,183 | $4,183 | |
| 2. J P MORGAN CHASE & CO | 2023-04-21 | 2025-02-13 | $549 | $282 | $267 | $267 | |
| 2. JOHNSON & JOHNSON | 2023-04-21 | 2025-02-13 | $305 | $325 | -$20 | -$20 | |
| 2. LPL FINANCIAL HOLDINGS INC | 2025-01-22 | 2025-02-13 | $732 | $714 | $18 | $18 | |
| 1. LILLY ELI & COMPANY | 2022-01-25 | 2025-02-13 | $864 | $239 | $625 | $625 | |
| 1. MASTERCARD INC - A | 2023-12-26 | 2025-02-13 | $557 | $424 | $133 | $133 | |
| 1. MCDONALDS CORP | 2020-11-04 | 2025-02-13 | $300 | $215 | $85 | $85 | |
| 3. MICROSOFT CORP | 2023-04-21 | 2025-02-13 | $1,232 | $857 | $375 | $375 | |
| 50000. MICROSOFT CORP 3.125% 03 NOV 2025 | 2019-11-04 | 2025-02-13 | $49,565 | $50,407 | -$842 | -$842 | |
| 1. NETFLIX COM INC | 2023-12-26 | 2025-02-13 | $1,031 | $491 | $540 | $540 | |
| 6. NEXTERA ENERGY INC | 2017-02-03 | 2025-02-13 | $402 | $186 | $216 | $216 | |
| 20. NVIDIA CORP | 2023-08-31 | 2025-02-13 | $2,702 | $990 | $1,712 | $1,712 | |
| 1. PARKER HANNIFIN CORP | 2023-06-21 | 2025-02-13 | $683 | $375 | $308 | $308 | |
| 2. PAYCHEX INC | 2024-01-24 | 2025-02-13 | $286 | $244 | $42 | $42 | |
| 3. PROCTER & GAMBLE CO | 2017-02-03 | 2025-02-13 | $503 | $263 | $240 | $240 | |
| 200. PROGRESSIVE CORP OHIO | 2011-01-03 | 2025-02-13 | $51,775 | $4,020 | $47,755 | $47,755 | |
| 2. PROLOGIS INC | 2023-05-17 | 2025-02-13 | $232 | $245 | -$13 | -$13 | |
| 1. PUBLIC STORAGE INC | 2024-08-21 | 2025-02-13 | $291 | $328 | -$37 | -$37 | |
| 13. REGIONS FINANCIAL CORP | 2024-01-24 | 2025-02-13 | $302 | $250 | $52 | $52 | |
| 1. SALESFORCE INC | 2023-08-18 | 2025-02-13 | $319 | $205 | $114 | $114 | |
| 2. TESLA INC | 2023-12-26 | 2025-02-13 | $699 | $515 | $184 | $184 | |
| 1. UNION PACIFIC CORP | 2019-12-04 | 2025-02-13 | $242 | $172 | $70 | $70 | |
| 10000. US TREASURY NOTE/BOND 6.5% 15 NOV 2026 | 2023-07-12 | 2025-02-13 | $10,402 | $10,370 | $32 | $32 | |
| 20000. US TREASURY NOTE/BOND 2.375% 15 MAY 2027 | 2023-07-12 | 2025-02-13 | $19,172 | $19,172 | |||
| 15000. US TREASURY NOTE/BOND 1.625% 15 MAY 2031 | 2023-07-12 | 2025-02-13 | $12,705 | $12,732 | -$27 | -$27 | |
| 15000. US TREASURY NOTE/BOND 2.875% 15 MAY 2032 | 2023-07-12 | 2025-02-13 | $13,521 | $13,864 | -$343 | -$343 | |
| 15000. US TREASURY NOTE/BOND 3.5% 15 FEB 2033 | 2023-07-12 | 2025-02-13 | $14,002 | $14,549 | -$547 | -$547 | |
| 2. WAL MART STORES INC | 2019-12-04 | 2025-02-13 | $200 | $79 | $121 | $121 | |
| 1. EATON CORP PLC | 2016-12-01 | 2025-02-13 | $297 | $62 | $235 | $235 | |
| 1. LINDE PLC | 2020-01-08 | 2025-02-13 | $452 | $208 | $244 | $244 | |
| 25000. AMERICAN EXPRESS CO 5.85% 05 NOV 2027 | 2023-12-26 | 2025-02-14 | $25,776 | $25,772 | $4 | $4 | |
| 12. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $1,862 | $2,215 | -$353 | -$353 | |
| 9. AUTODESK INC | 2024-11-20 | 2025-03-19 | $2,419 | $2,768 | -$349 | -$349 | |
| 11. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $2,375 | $2,786 | -$411 | -$411 | |
| 18. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $4,314 | $2,537 | $1,777 | $1,777 | |
| 4. PARKER HANNIFIN CORP | 2023-06-21 | 2025-03-19 | $2,520 | $1,501 | $1,019 | $1,019 | |
| 8. EATON CORP PLC | 2016-12-01 | 2025-03-19 | $2,360 | $499 | $1,861 | $1,861 | |
| 18. APPLE COMPUTER INC | 2017-05-24 | 2025-04-16 | $3,476 | $602 | $2,874 | $2,874 | |
| 31. PROLOGIS INC | 2023-05-17 | 2025-04-16 | $3,097 | $3,793 | -$696 | -$696 | |
| 3. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $3,815 | $4,279 | -$464 | -$464 | |
| 25000. US BANCORP 1.45% 12 MAY 2025 | 2020-12-29 | 2025-05-12 | $25,000 | $25,000 | |||
| 23. ALPHABET INC | 2017-02-03 | 2025-05-21 | $3,885 | $944 | $2,941 | $2,941 | |
| 9. DANAHER CORP | 2024-08-21 | 2025-05-21 | $1,685 | $2,436 | -$751 | -$751 | |
| 14. DANAHER CORP | 2020-10-07 | 2025-05-21 | $2,621 | $2,747 | -$126 | -$126 | |
| 11. UNITEDHEALTH GROUP INC | 2016-12-06 | 2025-05-21 | $3,339 | $1,733 | $1,606 | $1,606 | |
| 20000. US TREASURY NOTE/BOND 3% 15 JUL 2025 | 2023-07-12 | 2025-07-15 | $20,000 | $20,000 | |||
| 4. ABBOTT LABORATORIES | 2020-01-08 | 2025-07-24 | $493 | $346 | $147 | $147 | |
| 8. ALPHABET INC | 2017-02-03 | 2025-07-24 | $1,533 | $328 | $1,205 | $1,205 | |
| 8. AMAZON COM INC | 2023-05-17 | 2025-07-24 | $1,847 | $924 | $923 | $923 | |
| 8. AMPHENOL CORP CLASS A | 2022-06-22 | 2025-07-24 | $829 | $254 | $575 | $575 | |
| 3. APOLLO GLOBAL MANAGEMENT INC | 2025-05-21 | 2025-07-24 | $448 | $394 | $54 | $54 | |
| 11. APPLE COMPUTER INC | 2016-12-06 | 2025-07-24 | $2,351 | $302 | $2,049 | $2,049 | |
| 2. ATMOS ENERGY CORP | 2025-03-19 | 2025-07-24 | $306 | $302 | $4 | $4 | |
| 1. AUTOMATIC DATA PROCESSING INC | 2023-12-26 | 2025-07-24 | $297 | $233 | $64 | $64 | |
| 14. BANK OF AMERICA CORP | 2019-12-04 | 2025-07-24 | $670 | $466 | $204 | $204 | |
| 2. BERKSHIRE HATHAWAY INC-CL B | 2024-02-21 | 2025-07-24 | $955 | $816 | $139 | $139 | |
| 1. BLACKROCK INC | 2016-12-06 | 2025-07-24 | $1,110 | $374 | $736 | $736 | |
| 7. BROADCOM INC | 2020-01-08 | 2025-07-24 | $2,011 | $217 | $1,794 | $1,794 | |
| 2. CME GROUP INC | 2024-03-20 | 2025-07-24 | $548 | $429 | $119 | $119 | |
| 4. CHEVRONTEXACO CORP | 2016-12-06 | 2025-07-24 | $613 | $453 | $160 | $160 | |
| 4. COCA COLA COMPANY | 2025-05-21 | 2025-07-24 | $266 | $288 | -$22 | -$22 | |
| 8. COMCAST CORP-CLASS A | 2023-06-21 | 2025-07-24 | $273 | $326 | -$53 | -$53 | |
| 7. COPART INC | 2024-06-20 | 2025-07-24 | $314 | $378 | -$64 | -$64 | |
| 1. COSTCO WHOLESALE CORP | 2010-05-07 | 2025-07-24 | $926 | $57 | $869 | $869 | |
| 5. COSTAR GROUP INC | 2025-04-16 | 2025-07-24 | $456 | $394 | $62 | $62 | |
| 2. DUKE ENERGY CORP | 2016-12-06 | 2025-07-24 | $230 | $148 | $82 | $82 | |
| 1. ECOLAB INC | 2024-09-18 | 2025-07-24 | $260 | $250 | $10 | $10 | |
| 7. EXXON MOBIL CORP | 2021-07-07 | 2025-07-24 | $765 | $424 | $341 | $341 | |
| 1. META PLATFORMS INC-CLASS A | 2023-10-18 | 2025-07-24 | $708 | $318 | $390 | $390 | |
| 4. FASTENAL CO | 2024-11-20 | 2025-07-24 | $182 | $164 | $18 | $18 | |
| 2. GE AEROSPACE COM | 2025-05-21 | 2025-07-24 | $527 | $467 | $60 | $60 | |
| 3. GILEAD SCIENCES INC | 2023-01-18 | 2025-07-24 | $329 | $252 | $77 | $77 | |
| 1. HERSHEY FOODS CORP | 2025-03-19 | 2025-07-24 | $174 | $168 | $6 | $6 | |
| 2. HOME DEPOT INC | 2016-12-07 | 2025-07-24 | $737 | $266 | $471 | $471 | |
| 2. HONEYWELL INTERNATIONAL INC | 2019-12-04 | 2025-07-24 | $440 | $348 | $92 | $92 | |
| 2. ILLINOIS TOOL WORKS INC | 2024-11-20 | 2025-07-24 | $514 | $533 | -$19 | -$19 | |
| 1. INTUITIVE SURGICAL INC | 2024-09-18 | 2025-07-24 | $479 | $482 | -$3 | -$3 | |
| 5. J P MORGAN CHASE & CO | 2023-04-21 | 2025-07-24 | $1,478 | $705 | $773 | $773 | |
| 5. JOHNSON & JOHNSON | 2023-04-21 | 2025-07-24 | $836 | $774 | $62 | $62 | |
| 1. LPL FINANCIAL HOLDINGS INC | 2025-01-22 | 2025-07-24 | $369 | $357 | $12 | $12 | |
| 1. LILLY ELI & COMPANY | 2022-01-25 | 2025-07-24 | $804 | $239 | $565 | $565 | |
| 1. MARSH & MCLENNAN COMPANY INC | 2025-03-19 | 2025-07-24 | $199 | $233 | -$34 | -$34 | |
| 1. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2025-07-24 | $263 | $148 | $115 | $115 | |
| 1. MASTERCARD INC - A | 2023-12-26 | 2025-07-24 | $556 | $424 | $132 | $132 | |
| 1. MCDONALDS CORP | 2020-11-04 | 2025-07-24 | $295 | $215 | $80 | $80 | |
| 7. MICROSOFT CORP | 2023-04-21 | 2025-07-24 | $3,581 | $1,333 | $2,248 | $2,248 | |
| 1. NETFLIX COM INC | 2023-12-26 | 2025-07-24 | $1,172 | $491 | $681 | $681 | |
| 6. NEXTERA ENERGY INC | 2017-02-03 | 2025-07-24 | $420 | $186 | $234 | $234 | |
| 18. NVIDIA CORP | 2023-08-31 | 2025-07-24 | $3,114 | $891 | $2,223 | $2,223 | |
| 6. ORACLE CORPORATION | 2024-12-04 | 2025-07-24 | $1,444 | $1,131 | $313 | $313 | |
| 2. PALO ALTO NETWORKS INC | 2023-11-16 | 2025-07-24 | $392 | $244 | $148 | $148 | |
| 1. PARKER HANNIFIN CORP | 2023-06-21 | 2025-07-24 | $721 | $375 | $346 | $346 | |
| 2. PAYCHEX INC | 2024-01-24 | 2025-07-24 | $283 | $244 | $39 | $39 | |
| 3. PHILIP MORRIS INTERNATIONAL | 2025-04-16 | 2025-07-24 | $474 | $480 | -$6 | -$6 | |
| 3. PROCTER & GAMBLE CO | 2017-02-03 | 2025-07-24 | $465 | $263 | $202 | $202 | |
| 1. PUBLIC STORAGE INC | 2024-08-21 | 2025-07-24 | $278 | $328 | -$50 | -$50 | |
| 17. REGIONS FINANCIAL CORP | 2024-01-24 | 2025-07-24 | $439 | $327 | $112 | $112 | |
| 4. ROLLINS INC | 2025-04-16 | 2025-07-24 | $223 | $220 | $3 | $3 | |
| 6. SEI INVESTMENT CO | 2024-12-04 | 2025-07-24 | $524 | $498 | $26 | $26 | |
| 1. SALESFORCE INC | 2023-08-18 | 2025-07-24 | $256 | $205 | $51 | $51 | |
| 3. TJX COMPANIES INC | 2024-11-20 | 2025-07-24 | $369 | $360 | $9 | $9 | |
| 3. TESLA INC | 2024-11-20 | 2025-07-24 | $911 | $1,027 | -$116 | -$116 | |
| 2. TEXAS INSTRUMENTS INC | 2016-12-06 | 2025-07-24 | $363 | $143 | $220 | $220 | |
| 2. UNION PACIFIC CORP | 2019-12-04 | 2025-07-24 | $432 | $344 | $88 | $88 | |
| 3. VISA INC-CLASS A SHARES | 2023-12-26 | 2025-07-24 | $1,056 | $757 | $299 | $299 | |
| 6. WAL MART STORES INC | 2019-12-04 | 2025-07-24 | $571 | $238 | $333 | $333 | |
| 5. WELLTOWER INC | 2023-10-18 | 2025-07-24 | $799 | $426 | $373 | $373 | |
| 3. ZOETIS INC | 2024-03-20 | 2025-07-24 | $448 | $512 | -$64 | -$64 | |
| 1. ACCENTURE PLC-CL A | 2017-02-03 | 2025-07-24 | $271 | $115 | $156 | $156 | |
| 2. EATON CORP PLC | 2016-12-01 | 2025-07-24 | $761 | $125 | $636 | $636 | |
| 2. LINDE PLC | 2020-01-08 | 2025-07-24 | $933 | $417 | $516 | $516 | |
| 2. MEDTRONIC PLC | 2025-03-19 | 2025-07-24 | $174 | $184 | -$10 | -$10 | |
| 95. COMCAST CORP-CLASS A | 2023-06-21 | 2025-08-20 | $3,165 | $3,869 | -$704 | -$704 | |
| 93. COPART INC | 2024-06-20 | 2025-08-20 | $4,437 | $5,015 | -$578 | -$578 | |
| 11. LPL FINANCIAL HOLDINGS INC | 2025-01-22 | 2025-09-17 | $3,692 | $3,927 | -$235 | -$235 | |
| 13. ACCENTURE PLC-CL A | 2017-02-03 | 2025-09-17 | $3,142 | $1,492 | $1,650 | $1,650 | |
| 2360. TCW METWEST UNCONSTR BND-I | 2023-07-10 | 2025-10-20 | $24,827 | $24,071 | $756 | $756 | |
| 2490. RIVERPARK S/T HI YLD-INST | 2023-07-10 | 2025-10-20 | $24,103 | $24,004 | $99 | $99 | |
| 9. ILLINOIS TOOL WORKS INC | 2024-11-20 | 2025-10-22 | $2,282 | $2,398 | -$116 | -$116 | |
| 11. MARSH & MCLENNAN COMPANY INC | 2025-03-19 | 2025-10-22 | $2,078 | $2,560 | -$482 | -$482 | |
| 35. PHILIP MORRIS INTERNATIONAL | 2025-04-16 | 2025-10-22 | $5,485 | $5,493 | -$8 | -$8 | |
| .75 SOLSTICE ADV MATERIALS INC | 2019-12-04 | 2025-11-06 | $35 | $31 | $4 | $4 | |
| 20000. US TREASURY NOTE/BOND 4.5% 15 NOV 2025 | 2023-07-12 | 2025-11-17 | $20,000 | $19,946 | $54 | $54 | |
| 34. DISNEY WALT HOLDING CO | 2025-08-20 | 2025-11-19 | $3,559 | $3,987 | -$428 | -$428 | |
| 22. ORACLE CORPORATION | 2024-10-16 | 2025-11-19 | $4,985 | $3,755 | $1,230 | $1,230 | |
| 5. SOLSTICE ADV MATERIALS INC | 2019-12-04 | 2025-11-19 | $211 | $205 | $6 | $6 | |
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P | |||||
| CAPITAL GAIN DIVIDENDS | $144 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,899 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,637 | 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 | 8888624045 | 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 NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,217 | 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 | $1,596,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,633,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,633,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,608,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,797 | TotalTaxAmt |
| Distributable Before Adj | $77,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,645 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,487 | 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 | $432,487 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $77,685 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,487 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $354,842 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $432,527 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $432,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $77,685 | ExcessFromYear1Amt |
| Excess From Current Year | $354,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J AND SHIRLEY LOWE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLY ROSARY CHURCH | |||||||
| 610 S 4TH STREET | CLINTON | MO | 64735 | NONE | PC | QUARTERLY DISTRIBUTION | $369,311 |
| DIOCESE KANSAS CITY-ST JOSEPH | |||||||
| PO BOX 419037 | KANSAS CITY | MO | 64141 | NONE | PC | ANNUAL CATHOLIC APPEAL | $2,000 |
| THE DOOR OF HOPE | |||||||
| 205 W WASHINGTON | CLINTON | MO | 64735 | NONE | PC | CHARITABLE CONTRIBUTION | $2,250 |
| UNBOUND | |||||||
| PO BOX 219114 | KANSAS CITY | MO | 64121 | NONE | PC | SPONSORSHIP 576 - BIRTHDAY | $676 |
| HENRY COUNTY HISTORICAL SOCIETY | |||||||
| 203 W FRANKLIN ST | CLINTON | MO | 64735 | NONE | PC | CHARITABLE GIFT | $500 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| 501 DANNY THOMAS PLACE | Memphis | TN | 38105 | NONE | PC | CHARITABLE CONTRIBUTION | $250 |
| Clinton High School | |||||||
| 102 N 2ND | Clinton | MO | 64735 | NONE | PC | CHARITABLE CONTRIBUTION | $250 |
| The Samaritan Center | |||||||
| 1317 S 2ND ST | Clinton | MO | 64735 | NONE | PC | CHARITABLE CONTRIBUTION | $500 |
| NATIONAL FIRE SAFETY COUNCIL INC | |||||||
| 301 S WASHINGTON ST | CLINTON | MO | 64735 | NONE | PC | GIFT DAVID-SHIRLEY LOWE FAM | $400 |
| HOLY ROSARY CATHOLIC SCHOOL | |||||||
| 610 SOUTH 4TH STREET | CLINTON | MO | 64375 | NONE | PC | IN MEMORY OF LARRY | $11,350 |
| EDUCATION FOUNDATION FOR CLINTON STUDENT | |||||||
| 701 S 8TH ST | CLINTON | MO | 64735 | NONE | PC | HOME RUN FOR THE FUTURE | $20,000 |
| CRUISIN TO CLINTON | |||||||
| 315 NW 581 RD | CLINTON | MO | 64735 | NONE | PC | CHARITABLE GIFT | $5,000 |
| KNIGHTS OF COLUMBUS COUNCIL 1896 | |||||||
| 610 SOUTH 4TH ST | CLINTON | MO | 64735 | NONE | PC | COUNCIL 1896 COATS FOR KIDS | $1,000 |
| CHILDRENS HAVEN OF SOUTHWEST MISSOURI | |||||||
| 711 S PICKER AVE | JOPLIN | MO | 64801 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HOSPICE SUPPORT FOUNDATION | |||||||
| 1175 CENTRE POINTE CIRCLE | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HOLY TRINITY CATHOLIC CHURCH URICH MO | |||||||
| 213 W 6TH ST | APPLETON CITY | MO | 64724 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| OUR LADY OF PRESENTATION CATHOLIC CHURCH | |||||||
| 130 NW MURRAY ROAD | LEES SUMMIT | MO | 64081 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| OSCEOLA ASSEMBLY OF GOD CHURCH | |||||||
| 3845 OLD HWY 13 | OSCEOLA | MO | 64776 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BREAKTHROUGH T1D | |||||||
| 1410 E DZF RD | CLINTON | MO | 64735 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $432,487 | 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 | $41,611 | 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 | $167,899 | 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 | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SEC 897 CAP GAIN | 1 | $42 |
| EXCISE TAX REFUND | 1 | $1,169 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $210,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,721 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INT PAID-CARRYOVER | Desc |
| Amt | $7 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | 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 |
|---|---|---|
| EXCISE TAX REFUND | $1,169 | $0 |
| SECTION 897 CAPITAL GAIN | $42 | $42 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENTS OF COST BASIS | $465 |
| ROUNDING | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $580 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $120 | $120 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |