LEON W AMES EDUCATIONAL FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEON W AMES EDUCATIONAL FUND (EIN 43-6502253)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-01
- IRS object ID
- 202223059349101172
- Schema version
- 2021v4.1
- 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 | 2022-11-01T16:00:21-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436502253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON W AMES EDUCATIONAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMES | BusinessNameControlTxt |
| Phone | 8162341883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WALNUT | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162341883 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $388,289 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $13,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,284 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $38,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,106 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,701 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,486 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,215 | 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 | $857 | TaxesRevAndExpnssAmt |
| 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 | $8,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,703 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,703 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,713 | CashBOYAmt |
| Cash EOY | $12,012 | CashEOYAmt |
| Cash EOYFMV | $12,012 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $220,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $242,377 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $133,174 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $140,478 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $133,900 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $367,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $388,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $367,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $376,978 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,845 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $376,980 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 46.534 INVESCO MAIN STREET SMALL CAP FUND R6 | 2020-09-28 | 2021-08-12 | $1,017 | $691 | $326 | $326 | |
| 22.67 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2021-08-12 | $1,424 | $1,224 | $200 | $200 | |
| 50.817 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2020-06-05 | 2021-08-12 | $2,731 | $2,008 | $723 | $723 | |
| 29.775 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2020-06-05 | 2021-08-12 | $1,722 | $1,316 | $406 | $406 | |
| 58.713 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2018-12-28 | 2021-08-12 | $2,133 | $1,576 | $557 | $557 | |
| 38.5 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2021-03-26 | 2021-08-12 | $899 | $836 | $63 | $63 | |
| 32.375 DFA US LARGE CAP VALUE PORTFOLIO | 2015-06-24 | 2021-08-12 | $1,495 | $1,128 | $367 | $367 | |
| 25.634 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2021-08-12 | $657 | $482 | $175 | $175 | |
| 146.811 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2019-06-26 | 2021-08-12 | $3,240 | $2,895 | $345 | $345 | |
| 18.602 T ROWE PRICE GROWTH STOCK FUND-I | 2020-06-05 | 2021-08-12 | $2,132 | $1,482 | $650 | $650 | |
| 65.726 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2020-06-05 | 2021-08-12 | $1,614 | $1,211 | $403 | $403 | |
| 25.385 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2020-06-05 | 2021-08-12 | $1,474 | $1,002 | $472 | $472 | |
| 205. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2021-08-11 | 2021-09-27 | $18,741 | $18,756 | -$15 | -$15 | |
| 10.536 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2021-09-28 | $655 | $569 | $86 | $86 | |
| 4.76 T ROWE PRICE GROWTH STOCK FUND-I | 2020-06-05 | 2021-09-28 | $533 | $379 | $154 | $154 | |
| 48.605 PRINCIPAL GLOBAL MULTI-STRATEGY FUND | 2018-12-28 | 2021-09-28 | $574 | $492 | $82 | $82 | |
| 14.874 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2020-11-20 | 2022-01-04 | $545 | $441 | $104 | $104 | |
| 46.951 FIDELITY MID CAP VALUE INDEX FUND | 2020-11-20 | 2022-01-04 | $1,260 | $981 | $279 | $279 | |
| 20.59 JPMORGAN HEDGED EQUITY FUND-R6 | 2020-12-23 | 2022-01-04 | $559 | $494 | $65 | $65 | |
| 164.822 MFS RESEARCH INTERNATIONAL FUND R6 | 2020-11-20 | 2022-01-04 | $4,007 | $3,342 | $665 | $665 | |
| 189.826 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2020-12-23 | 2022-01-04 | $3,144 | $3,803 | -$659 | -$659 | |
| 907.249 PRINCIPAL GLOBAL MULTI-STRATEGY FUND | 2020-11-20 | 2022-01-04 | $10,488 | $9,263 | $1,225 | $1,225 | |
| 148.81 T ROWE PRICE OVERSEAS STOCK FUND-I | 2020-12-23 | 2022-01-04 | $2,000 | $1,639 | $361 | $361 | |
| 107.068 INVESCO MAIN STREET SMALL CAP FUND R6 | 2020-09-28 | 2022-03-25 | $2,176 | $1,591 | $585 | $585 | |
| 28.04 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2022-03-25 | $1,245 | $1,514 | -$269 | -$269 | |
| 99.783 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2020-12-23 | 2022-03-25 | $4,376 | $4,028 | $348 | $348 | |
| 39.41 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2020-06-05 | 2022-03-25 | $1,762 | $1,742 | $20 | $20 | |
| 53.532 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2020-11-20 | 2022-03-25 | $1,976 | $1,588 | $388 | $388 | |
| 28.764 DFA US LARGE CAP VALUE PORTFOLIO | 2020-11-20 | 2022-03-25 | $1,346 | $1,023 | $323 | $323 | |
| 43.254 DODGE & COX INCOME FUND | 2021-08-12 | 2022-03-25 | $571 | $622 | -$51 | -$51 | |
| 52.86 FIDELITY MID CAP VALUE INDEX FUND | 2020-11-20 | 2022-03-25 | $1,385 | $1,105 | $280 | $280 | |
| 23.815 JPMORGAN HEDGED EQUITY FUND-R6 | 2020-12-23 | 2022-03-25 | $621 | $550 | $71 | $71 | |
| 25.267 T ROWE PRICE GROWTH STOCK FUND-I | 2020-06-05 | 2022-03-25 | $2,265 | $1,716 | $549 | $549 | |
| 44.145 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2020-11-20 | 2022-03-25 | $1,086 | $873 | $213 | $213 | |
| 30.192 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2020-06-05 | 2022-03-25 | $1,580 | $890 | $690 | $690 | |
| 1824.683 BLACKROCK HIGH YIELD PORTFOLIO - K | 2021-03-26 | 2022-06-29 | $12,098 | $13,587 | -$1,489 | -$1,489 | |
| 97.154 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K | 2022-01-04 | 2022-06-29 | $980 | $1,014 | -$34 | -$34 | |
| 223.192 COMMERCE BOND FUND FUND #333 | 2020-12-23 | 2022-06-29 | $4,017 | $4,688 | -$671 | -$671 | |
| 46.283 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2021-03-26 | 2022-06-29 | $1,519 | $1,505 | $14 | $14 | |
| 15.715 DFA US LARGE CAP VALUE PORTFOLIO | 2020-11-20 | 2022-06-29 | $633 | $559 | $74 | $74 | |
| 294.256 DODGE & COX INCOME FUND | 2021-03-26 | 2022-06-29 | $3,684 | $4,155 | -$471 | -$471 | |
| 37.563 FIDELITY MID CAP VALUE INDEX FUND | 2021-03-26 | 2022-06-29 | $843 | $873 | -$30 | -$30 | |
| 340.84 JPMORGAN HEDGED EQUITY FUND-R6 | 2021-09-28 | 2022-06-29 | $8,296 | $8,933 | -$637 | -$637 | |
| 417.089 JPMORGAN HEDGED EQUITY FUND-R6 | 2020-09-28 | 2022-06-29 | $10,152 | $9,568 | $584 | $584 | |
| 39.744 MFS RESEARCH INTERNATIONAL FUND R6 | 2020-09-28 | 2022-06-29 | $771 | $622 | $149 | $149 | |
| 41.145 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2021-03-26 | 2022-06-29 | $887 | $936 | -$49 | -$49 | |
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,663 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,284 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $568 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $115 | OverpaymentAmt |
| Applied To ES Tax | $115 | 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 | COMMERCE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162341883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WALNUT | 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 | COMMERCE TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WALNUT | 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 | $7,701 | 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 | $449,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $465,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $453 | TotalTaxAmt |
| Distributable Before Adj | $22,469 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,469 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,469 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,918 | 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 | $21,918 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,703 | 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 | $21,918 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,703 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,215 | 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 | $20,254 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | 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 | UNIVERSITY OF CENTRAL MISSOURI | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SIMSER ALUMNI CENTER | AddressLine1Txt |
| City | WARRENSBURG | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $19,703 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,703 | 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 | $13,822 | 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 | $24,284 | 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 | $38,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,106 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SEE STATEMENT B | OrganizationTypeDesc |
| Relationship Description | SEE STATEMENT B | RelationshipDescriptionTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Comments