ADA EVERETT TRUST FOR THE CARDIOLOGY DEPARTMENT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ADA EVERETT TRUST FOR THE CARDIOLOGY DEPARTMENT (EIN 48-6186739)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349100133
- 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 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 | 486186739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADA EVERETT TRUST FOR CARDIOLOGY 10372800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | 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 | 2026-05-07 | 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 | 2026-05-07 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $854,686 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,889 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $83,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,951 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,975 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,975 | 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 | $1,452 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $130 | 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 | $13,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,578 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,820 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,119 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,119 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $589,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $624,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $812,567 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $626,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $854,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $626,449 | CapitalStockBOYAmt |
| Capital Stock EOY | $666,413 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $626,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $666,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $626,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $666,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $626,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $332 | OtherIncreasesAmt |
| Subtotal | $666,725 | SubtotalAmt |
| Other Decreases | $312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $666,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 801.407 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-03 | 2025-01-10 | $9,208 | $10,548 | -$1,340 | -$1,340 | |
| 63. ISHARES INTERMEDIATE GOVERNM | 2024-10-18 | 2025-01-10 | $6,523 | $6,588 | -$65 | -$65 | |
| 467. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-10 | $48,352 | $48,292 | $60 | $60 | |
| 15.019 MFS INSTL INTL EQUITY FUND | 2024-03-08 | 2025-01-10 | $506 | $519 | -$13 | -$13 | |
| 557.859 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2025-01-10 | $18,783 | $16,156 | $2,627 | $2,627 | |
| 444.477 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-10 | $20,215 | $10,703 | $9,512 | $9,512 | |
| 17.332 TRIBUTARY SMALL COMP-INST+ | 2024-03-08 | 2025-01-10 | $522 | $524 | -$2 | -$2 | |
| 554.603 TRIBUTARY SMALL COMP-INST+ | 2023-01-17 | 2025-01-10 | $16,694 | $15,722 | $972 | $972 | |
| 2698.93 VANGUARD DEV MKT INDX-ADM | 2015-10-20 | 2025-01-10 | $41,213 | $33,521 | $7,692 | $7,692 | |
| 120.622 VANGUARD SML CAP INDX-ADM | 2023-01-17 | 2025-01-10 | $13,769 | $12,141 | $1,628 | $1,628 | |
| 244.764 BAIRD INTERMEDIATE BOND-INST | 2024-10-18 | 2025-03-18 | $2,546 | $2,560 | -$14 | -$14 | |
| 164.257 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-18 | $1,708 | $1,695 | $13 | $13 | |
| 112.701 DODGE & COX INCOME-I | 2024-10-18 | 2025-03-18 | $1,430 | $1,438 | -$8 | -$8 | |
| 66.256 DODGE & COX INCOME-I | 2024-03-08 | 2025-03-18 | $841 | $835 | $6 | $6 | |
| 189.484 FIDELITY MID CAP INDX | 2025-01-10 | 2025-03-18 | $6,185 | $6,346 | -$161 | -$161 | |
| 17. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-18 | $1,565 | $1,742 | -$177 | -$177 | |
| 300.547 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-18 | $4,130 | $4,875 | -$745 | -$745 | |
| 83.685 PGIM HIGH YIELD-R6 | 2024-10-18 | 2025-03-18 | $400 | $406 | -$6 | -$6 | |
| 4.844 PGIM HIGH YIELD-R6 | 2024-03-08 | 2025-03-18 | $23 | $23 | |||
| 67.225 CAUSEWAY EMERGING MKTS-INST | 2025-03-18 | 2025-10-02 | $955 | $747 | $208 | $208 | |
| 14.118 FIDELITY INTL INDX | 2025-03-18 | 2025-10-02 | $854 | $752 | $102 | $102 | |
| 37.157 FIDELITY SM CAP INDX PREM | 2025-01-10 | 2025-10-02 | $1,147 | $1,010 | $137 | $137 | |
| 21.993 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-02 | $821 | $713 | $108 | $108 | |
| 32.093 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-20 | 2025-10-02 | $461 | $412 | $49 | $49 | |
| 23. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-02 | $2,417 | $2,356 | $61 | $61 | |
| 366. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-10-02 | $71,856 | $50,159 | $21,697 | $21,697 | |
| 37.254 VANGUARD INST INDEX-INST | 2023-01-17 | 2025-10-02 | $20,339 | $10,186 | $10,153 | $10,153 | |
| 554.098 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-10-10 | $5,868 | $5,718 | $150 | $150 | |
| 31.602 CAUSEWAY EMERGING MKTS-INST | 2025-01-10 | 2025-10-10 | $432 | $334 | $98 | $98 | |
| 160.183 DODGE & COX INCOME-I | 2024-03-08 | 2025-10-10 | $2,066 | $2,020 | $46 | $46 | |
| 19.248 FIDELITY INTL INDX | 2025-03-18 | 2025-10-10 | $1,135 | $1,025 | $110 | $110 | |
| 21.58 FIDELITY SM CAP INDX PREM | 2025-01-10 | 2025-10-10 | $649 | $587 | $62 | $62 | |
| 26.741 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-10 | $968 | $867 | $101 | $101 | |
| 21.218 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-20 | 2025-10-10 | $297 | $272 | $25 | $25 | |
| 2. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-10 | $204 | $205 | -$1 | -$1 | |
| 17. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2025-10-10 | $3,255 | $2,208 | $1,047 | $1,047 | |
| 12.717 MFS INSTL INTL EQUITY FUND | 2025-10-02 | 2025-10-10 | $504 | $515 | -$11 | -$11 | |
| 15.11 MFS INSTL INTL EQUITY FUND | 2022-06-01 | 2025-10-10 | $599 | $438 | $161 | $161 | |
| 197.942 PGIM HIGH YIELD-R6 | 2025-10-02 | 2025-10-10 | $958 | $968 | -$10 | -$10 | |
| 8.294 TRIBUTARY SMALL COMP-INST+ | 2025-10-02 | 2025-10-10 | $238 | $248 | -$10 | -$10 | |
| 22.125 VANGUARD INST INDEX-INST | 2019-06-04 | 2025-10-10 | $11,790 | $5,630 | $6,160 | $6,160 | |
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,467 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $752 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $752 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $330 | 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 N A | 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) |
|---|---|---|
| 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 N A | 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 | $11,951 | 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 | $796,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $826,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $814,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,082 | TotalTaxAmt |
| Distributable Before Adj | $39,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,553 | 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 | $36,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,578 | 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 | $36,553 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,578 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,975 | 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 | $33,656 | 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 | KU Endowment Association | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 RAINBOW BLVD MS 3012 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | CARDIOLOGY DEPARTMENT | GrantOrContributionPurposeTxt |
| Amt | $30,578 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,578 | 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 | $20,036 | 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 | $63,889 | 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 | $83,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,925 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME TAXABLE IN 2026 | $309 |
| ROUNDING | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 INCOME TAXABLE IN 2024 | Desc |
| Amt | $332 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $570 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $752 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $87 | $87 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $43 | $43 | $0 |