FLORENCE E SHAFFER MEMORIAL TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE E SHAFFER MEMORIAL TR (EIN 43-6537375)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349100933
- 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 | 436537375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE E SHAFFER MEMORIAL TRUST 10329800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | 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 | $485,096 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,730 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $47,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,404 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,404 | 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 | $827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62 | 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 | $7,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,404 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,260 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $349,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $371,868 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $460,836 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $372,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $396,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $485,096 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $372,992 | CapitalStockBOYAmt |
| Capital Stock EOY | $396,128 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $372,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $396,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $396,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $372,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $248 | OtherIncreasesAmt |
| Subtotal | $396,343 | SubtotalAmt |
| Other Decreases | $215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $396,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 380.461 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2020-12-10 | 2025-01-08 | $4,463 | $4,841 | -$378 | -$378 | |
| 41. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2025-01-08 | $4,261 | $4,263 | -$2 | -$2 | |
| 359. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-08 | $37,306 | $37,124 | $182 | $182 | |
| 262.476 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-01-08 | $8,956 | $7,725 | $1,231 | $1,231 | |
| 8.815 PRINCIPAL BLUE CHIP-R6 | 2024-12-12 | 2025-01-08 | $408 | $424 | -$16 | -$16 | |
| 205.788 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-08 | $9,532 | $4,955 | $4,577 | $4,577 | |
| 28.791 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-01-08 | $880 | $934 | -$54 | -$54 | |
| 255.345 TRIBUTARY SMALL COMP-INST+ | 2023-12-14 | 2025-01-08 | $7,808 | $7,420 | $388 | $388 | |
| 1278.559 VANGUARD DEV MKT INDX-ADM | 2015-10-20 | 2025-01-08 | $19,843 | $15,792 | $4,051 | $4,051 | |
| 55.566 VANGUARD SML CAP INDX-ADM | 2023-01-13 | 2025-01-08 | $6,442 | $5,588 | $854 | $854 | |
| 440.952 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-17 | $4,581 | $4,551 | $30 | $30 | |
| 171.594 DODGE & COX INCOME-I | 2022-03-04 | 2025-03-17 | $2,174 | $2,328 | -$154 | -$154 | |
| 74.069 FIDELITY MID CAP INDX | 2025-01-08 | 2025-03-17 | $2,438 | $2,519 | -$81 | -$81 | |
| 9. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-17 | $831 | $921 | -$90 | -$90 | |
| 113.346 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-17 | $1,570 | $1,838 | -$268 | -$268 | |
| 108.641 PGIM HIGH YIELD-R6 | 2024-11-19 | 2025-03-17 | $520 | $525 | -$5 | -$5 | |
| 41.228 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-10-01 | $581 | $467 | $114 | $114 | |
| 12.465 FIDELITY INTL INDX | 2025-03-17 | 2025-10-01 | $752 | $662 | $90 | $90 | |
| 25.215 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-10-01 | $773 | $701 | $72 | $72 | |
| 29.055 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-01 | $1,080 | $942 | $138 | $138 | |
| 21.31 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2025-10-01 | $304 | $266 | $38 | $38 | |
| 11. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-01 | $1,158 | $1,126 | $32 | $32 | |
| 181. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-10-01 | $35,462 | $24,757 | $10,705 | $10,705 | |
| 24.773 VANGUARD INST INDEX-INST | 2024-03-22 | 2025-10-02 | $13,525 | $6,703 | $6,822 | $6,822 | |
| 298.333 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-10-28 | $3,162 | $3,079 | $83 | $83 | |
| 19.655 CAUSEWAY EMERGING MKTS-INST | 2025-01-08 | 2025-10-28 | $286 | $213 | $73 | $73 | |
| 116.967 DODGE & COX INCOME-I | 2018-08-07 | 2025-10-28 | $1,524 | $1,573 | -$49 | -$49 | |
| 10.313 FIDELITY INTL INDX | 2025-03-17 | 2025-10-28 | $633 | $548 | $85 | $85 | |
| 11.63 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-10-28 | $366 | $323 | $43 | $43 | |
| 12.085 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-28 | $450 | $392 | $58 | $58 | |
| 13.214 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-08-07 | 2025-10-28 | $194 | $165 | $29 | $29 | |
| 1. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-28 | $104 | $102 | $2 | $2 | |
| 9. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2025-10-28 | $1,791 | $1,169 | $622 | $622 | |
| 16.033 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-10-28 | $247 | $260 | -$13 | -$13 | |
| 11.74 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-10-28 | $481 | $346 | $135 | $135 | |
| 99.867 PGIM HIGH YIELD-R6 | 2025-10-01 | 2025-10-28 | $487 | $488 | -$1 | -$1 | |
| 7.283 TRIBUTARY SMALL COMP-INST+ | 2023-01-13 | 2025-10-28 | $219 | $205 | $14 | $14 | |
| 12.197 VANGUARD INST INDEX-INST | 2019-06-04 | 2025-10-28 | $6,837 | $3,104 | $3,733 | $3,733 | |
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,578 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $444 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $444 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $168 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
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 | 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 | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,808 | 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 | $452,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $470,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $470,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $463,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $612 | TotalTaxAmt |
| Distributable Before Adj | $22,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,576 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,194 | 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 | $20,194 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,790 | 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 | $20,194 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,790 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $19,172 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St John's Lutheran Church | |||||||
| 302 S 7TH STREET | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING SUPPORT | $8,395 |
| ASHBY HOUSE | |||||||
| 150 SOUTH 8TH STREET | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING SUPPORT | $8,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,790 | 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 | $12,798 | 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 | $34,730 | 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 | $47,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,528 | 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 | 2025 TAXABLE INCOME POSTED IN 2026 | Desc |
| Amt | $215 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| 2025 TAXABLE INCOME POSTED IN 2024 | $245 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $321 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $444 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $41 | $41 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $21 | $21 | $0 |