FRANCES F BRUNDAGE STUDENT AID FUND 98-98-21R004009: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES F BRUNDAGE STUDENT AID FUND 98-98-21R004009 (EIN 48-6107166)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349101502
- Schema version
- 2025v4.1
- 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 | 2026-05-12T08:01:07-05:00 | 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 | 486107166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNDAGE STUDENT AID FUND 10060100 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 8168601933 | 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 | GEORGE FISCHER | PersonNm |
| Person Title | Executive Offic | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2026-05-08 | 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 | 2026-05-08 | 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 | $1,090,204 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,320 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $20,912 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,316 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,633 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,990 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,495 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,495 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | 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 | $2,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,409 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,482 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,482 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,977 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,135 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $868,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $893,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,031,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $925,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $952,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,090,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $925,912 | CapitalStockBOYAmt |
| Capital Stock EOY | $952,900 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $925,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $952,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $925,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $952,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $925,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98 | OtherIncreasesAmt |
| Subtotal | $952,905 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $952,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 262.786 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-07-02 | 2025-01-08 | $3,082 | $3,188 | -$106 | -$106 | |
| 523.424 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-12-21 | 2025-01-08 | $6,140 | $6,613 | -$473 | -$473 | |
| 114. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2025-01-08 | $11,847 | $11,855 | -$8 | -$8 | |
| 731. ISHARES INTERMEDIATE GOVERNM | 2023-12-21 | 2025-01-08 | $75,964 | $76,387 | -$423 | -$423 | |
| 560.018 MFS INSTL INTL EQUITY FUND | 2023-12-21 | 2025-01-08 | $19,108 | $18,273 | $835 | $835 | |
| 19.296 PRINCIPAL BLUE CHIP-R6 | 2024-12-12 | 2025-01-08 | $894 | $927 | -$33 | -$33 | |
| 450.466 PRINCIPAL BLUE CHIP-R6 | 2023-12-21 | 2025-01-08 | $20,866 | $17,735 | $3,131 | $3,131 | |
| 62.974 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-01-08 | $1,926 | $2,044 | -$118 | -$118 | |
| 563.308 TRIBUTARY SMALL COMP-INST+ | 2023-12-21 | 2025-01-08 | $17,226 | $16,668 | $558 | $558 | |
| 2750.013 VANGUARD DEV MKT INDX-ADM | 2023-12-21 | 2025-01-08 | $42,680 | $41,828 | $852 | $852 | |
| 6.648 VANGUARD SML CAP INDX-ADM | 2024-07-02 | 2025-01-08 | $771 | $691 | $80 | $80 | |
| 116.291 VANGUARD SML CAP INDX-ADM | 2023-12-21 | 2025-01-08 | $13,482 | $11,833 | $1,649 | $1,649 | |
| 667.681 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-17 | $6,937 | $6,890 | $47 | $47 | |
| 288.219 DODGE & COX INCOME-I | 2023-12-21 | 2025-03-17 | $3,652 | $3,626 | $26 | $26 | |
| 177.7 FIDELITY MID CAP INDX | 2025-01-08 | 2025-03-17 | $5,850 | $6,043 | -$193 | -$193 | |
| 19. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-17 | $1,755 | $1,945 | -$190 | -$190 | |
| 277.456 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-17 | $3,843 | $4,500 | -$657 | -$657 | |
| 137.109 PGIM HIGH YIELD-R6 | 2024-11-19 | 2025-03-17 | $657 | $662 | -$5 | -$5 | |
| .063 VANGUARD INST INDEX-INST | 2024-12-30 | 2025-03-17 | $29 | $29 | |||
| 4.318 VANGUARD INST INDEX-INST | 2023-12-27 | 2025-03-17 | $2,001 | $540 | $1,461 | $1,461 | |
| 78.136 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-10-01 | $1,102 | $887 | $215 | $215 | |
| 18.548 FIDELITY INTL INDX | 2025-03-17 | 2025-10-01 | $1,119 | $985 | $134 | $134 | |
| 42.833 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-10-01 | $1,313 | $1,190 | $123 | $123 | |
| 37.317 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-01 | $1,387 | $1,209 | $178 | $178 | |
| 40.088 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-12-21 | 2025-10-01 | $572 | $497 | $75 | $75 | |
| 24. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-01 | $2,527 | $2,457 | $70 | $70 | |
| 386. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-10-01 | $75,529 | $57,957 | $17,572 | $17,572 | |
| 36.178 VANGUARD 500 INDEX-ADM | 2024-07-31 | 2025-10-01 | $22,409 | $18,011 | $4,398 | $4,398 | |
| 932.788 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-10-10 | $9,878 | $9,626 | $252 | $252 | |
| 33.323 CAUSEWAY EMERGING MKTS-INST | 2025-01-08 | 2025-10-10 | $456 | $361 | $95 | $95 | |
| 269.708 DODGE & COX INCOME-I | 2023-12-21 | 2025-10-10 | $3,479 | $3,393 | $86 | $86 | |
| 20.722 FIDELITY INTL INDX | 2025-03-17 | 2025-10-10 | $1,222 | $1,101 | $121 | $121 | |
| 22.855 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-10-10 | $687 | $635 | $52 | $52 | |
| 26.226 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-10 | $949 | $850 | $99 | $99 | |
| 22.71 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-12-21 | 2025-10-10 | $318 | $282 | $36 | $36 | |
| 2. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-10 | $204 | $205 | -$1 | -$1 | |
| 19. ISHARES MSCI USA QUALITY FAC | 2023-12-21 | 2025-10-10 | $3,638 | $2,728 | $910 | $910 | |
| 40.992 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-10-10 | $613 | $665 | -$52 | -$52 | |
| 8.045 MFS INSTL INTL EQUITY FUND | 2025-10-01 | 2025-10-10 | $319 | $326 | -$7 | -$7 | |
| 21.988 MFS INSTL INTL EQUITY FUND | 2023-12-21 | 2025-10-10 | $871 | $717 | $154 | $154 | |
| 334.533 PGIM HIGH YIELD-R6 | 2025-10-01 | 2025-10-10 | $1,619 | $1,636 | -$17 | -$17 | |
| 9.271 TRIBUTARY SMALL COMP-INST+ | 2025-10-01 | 2025-10-10 | $266 | $277 | -$11 | -$11 | |
| 20.843 VANGUARD 500 INDEX-ADM | 2024-03-28 | 2025-10-10 | $12,610 | $10,105 | $2,505 | $2,505 | |
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,848 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $820 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $820 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $92 | 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 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,990 | 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 | $979,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,502 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,052,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,052,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,036,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $912 | TotalTaxAmt |
| Distributable Before Adj | $50,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,977 | 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 | $46,977 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,482 | 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 | $46,977 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,482 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,495 | 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 | $43,439 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Natoma High School | |||||||
| 710 5TH STREET | Natoma | KS | 67651 | NONE | PC | ANNUAL SCHOLARSHIP FOR HIGH | $500 |
| BETHANY COLLEGE | |||||||
| 335 E SWENSSON | LINDSBORG | KS | 674561897 | NONE | PC | SCHOLARSHIP SUPPORT | $38,482 |
| RUSSELL HIGH SCHOOL | |||||||
| 802 MAIN ST | Russell | KS | 67665 | NONE | PC | ANNUAL SCHOLARSHIP FOR HIGH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,482 | 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 | $27,997 | 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 | $35,320 | 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 |
|---|---|---|
| ROYALTY INCOME | 1 | $10,281 |
| TAX REFUND | 1 | $10,631 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,229 | 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 | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,409 | 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 |
|---|---|---|
| ROYALTY INCOME | $10,281 | $12,316 |
| TAX REFUND | $10,631 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $78 |
| CASH RECEIPT | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $12 | $12 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $91 | $91 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $45 | $45 | $0 |