TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 10-01-2024 , and ending 09-30-2025

Name of foundation
CLARA SHUMWAY CHAR TRUST 10373600

Number and street (or P.O. box number if mail is not delivered to street address)UMB BANK NA P O BOX 415044 M/S
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641416692

A Employer identification number

43-6743873

B Telephone number (see instructions)

(816) 860-7711

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$6,330,169J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	100,869		101,188
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		393,043
b	Gross sales price for all assets on line 6a 2,797,159
7	Capital gain net income (from Part IV, line 2)...			393,043
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	31	31
12	Total. Add lines 1 through 11........	493,943		494,262
13	Compensation of officers, directors, trustees, etc.	56,263		28,132		28,132
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,000	0	0	1,000
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,036	1,195		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3	3
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	66,302		29,330	0	29,132
25	Contributions, gifts, grants paid.......	236,170				236,170
26	Total expenses and disbursements. Add lines 24 and 25	302,472		29,330	0	265,302
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	191,471
b	Net investment income (if negative, enter -0-)			464,932
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	210,201	208,659	208,659
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,013,190	4,206,011	6,121,510
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,223,391	4,414,670	6,330,169
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	4,223,391	4,414,670
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	4,223,391	4,414,670
	30	Total liabilities and net assets/fund balances (see instructions).	4,223,391	4,414,670

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

4,223,391

Enter amount from Part I, line 27a .....................

191,471

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

Add lines 1, 2, and 3 ..........................

4,414,868

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

198

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,414,670

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	304. BANK OF AMERICA CORP		2024-04-11	2024-10-10
b	28. INTUIT INC		2019-01-10	2024-10-10
c	122. MARATHON PETROLEUM CORP COM		2024-07-30	2024-10-10
d	24. MCKESSON HBOC INC		2023-10-12	2024-10-10
e	31. MCKESSON HBOC INC		2022-10-13	2024-10-10
	62. MICROSOFT CORP		2023-04-13	2024-10-10
	100. PEPSICO INC		2022-01-13	2024-10-10
	68. EXTRA SPACE STORAGE INC		2024-08-15	2024-11-14
	29. LILLY ELI & COMPANY		2022-03-10	2024-11-14
	198. PALANTIR TECHNOLOGIES INC-A		2024-03-26	2024-11-14
	755. PFIZER INC		2024-07-30	2024-11-14
	45. CHUBB LTD		2024-03-26	2024-11-14
	30000. US TREASURY NOTE/BOND 4.5% 30 NOV 2024		2023-04-04	2024-12-02
	20. AXON ENTERPRISE INC		2024-02-15	2024-12-06
	28. COSTCO WHOLESALE CORP		2020-06-11	2024-12-06
	117. GENERAL DYNAMICS CORP		2024-01-11	2024-12-06
	134. WAL MART STORES INC		2023-08-10	2024-12-06
	182. EXXON MOBIL CORP		2024-04-11	2024-12-23
	139. IRON MOUNTAIN INC		2024-05-09	2024-12-23
	16. LILLY ELI & COMPANY		2022-03-10	2024-12-23
	171. PALANTIR TECHNOLOGIES INC-A		2024-03-26	2024-12-23
	105. HARTFORD FINANCIAL SVCS GROUP INC		2024-10-10	2025-01-13
	192. PALANTIR TECHNOLOGIES INC-A		2024-06-13	2025-01-13
	82. CHUBB LTD		2024-03-26	2025-01-13
	161. ARISTA NETWORKS INC		2024-10-10	2025-01-29
	418. NEXTERA ENERGY INC		2023-10-12	2025-01-29
	54. QUANTA SERVICES INC		2021-03-15	2025-01-29
	72. EATON CORP PLC		2024-10-10	2025-01-29
	25000. US TREASURY NOTE/BOND 1.375% 31 JAN 2025		2020-11-05	2025-01-31
	15474.221 SEAFARER OVERSEAS GROWTH & INCOME FD I		2021-03-02	2025-02-03
	7271.061 MFS INSTL INTL EQUITY FUND		2022-06-14	2025-02-03
	4941.253 TRIBUTARY SMALL COMP-INST+		2023-04-03	2025-02-03
	28147.054 VANGUARD DEV MKT INDX-ADM		2019-02-22	2025-02-03
	1117.788 VANGUARD SML CAP INDX-ADM		2023-04-03	2025-02-03
	167. ARISTA NETWORKS INC		2024-06-25	2025-02-25
	39. AXON ENTERPRISE INC		2024-02-15	2025-02-25
	139. BILL HOLDINGS INC		2025-01-29	2025-02-25
	72. DECKERS OUTDOOR CORP		2024-06-13	2025-02-25
	159. RAYMOND JAMES FINANCIAL INC		2024-11-14	2025-02-25
	191. BLOCK INC		2024-12-06	2025-02-25
	126. AMAZON COM INC		2023-04-13	2025-03-13
	338. CITIGROUP INC		2025-01-29	2025-03-13
	207. EMERSON ELECTRIC CO		2024-01-11	2025-03-13
	192. KKR & CO INC		2024-07-30	2025-03-13
	20. PARKER HANNIFIN CORP		2023-06-15	2025-03-13
	46. QUANTA SERVICES INC		2021-03-15	2025-03-13
	159. SEI INVESTMENT CO		2024-12-23	2025-03-13
	569. TRUIST FINANCIAL CORP		2024-12-06	2025-03-13
	193. APPLE COMPUTER INC		2024-02-28	2025-04-10
	299. BAKER HUGHES CO		2024-11-14	2025-04-10
	316. NIKE INC CLASS B		2025-02-25	2025-04-10
	147. ORACLE CORPORATION		2024-10-10	2025-04-10
	154. PAYPAL HOLDINGS INC		2024-10-10	2025-04-10
	43. SALESFORCE INC		2025-01-29	2025-04-10
	20. SALESFORCE INC		2023-06-15	2025-04-10
	18. SERVICENOW INC		2023-05-11	2025-04-10
	40. TRANE TECHNOLOGIES PLC		2024-05-09	2025-04-10
	43. BERKSHIRE HATHAWAY INC-CL B		2022-03-10	2025-05-15
	555. BRISTOL-MYERS SQUIBB CO		2025-01-29	2025-05-15
	16. META PLATFORMS INC-CLASS A		2024-04-11	2025-05-15
	85. MARSH & MCLENNAN COMPANY INC		2025-04-10	2025-05-15
	72. WELLTOWER INC		2024-02-28	2025-05-15
	55. GARMIN LTD		2025-03-13	2025-05-15
	17. ALPHABET INC		2023-05-18	2025-05-28
	14. AMAZON COM INC		2023-04-13	2025-05-28
	6. AMERICAN WATER WORKS CO INC		2025-04-10	2025-05-28
	8. AMPHENOL CORP CLASS A		2025-05-15	2025-05-28
	21. APPLE COMPUTER INC		2023-05-11	2025-05-28
	3. APPLOVIN CORP-CLASS A		2025-04-10	2025-05-28
	3. AUTOMATIC DATA PROCESSING INC		2025-03-13	2025-05-28
	14. BANK OF NEW YORK MELLON CORP		2025-01-29	2025-05-28
	1. BERKSHIRE HATHAWAY INC-CL B		2022-03-10	2025-05-28
	5. BLACKSTONE INC		2025-05-15	2025-05-28
	1. BOOKING HOLDINGS INC		2025-05-15	2025-05-28
	4. BOSTON SCIENTIFIC CORP		2025-01-29	2025-05-28
	10. BROADCOM INC		2023-09-14	2025-05-28
	10. CHEVRONTEXACO CORP		2021-05-13	2025-05-28
	4. CINTAS CORP		2023-05-11	2025-05-28
	11. COPART INC		2025-04-10	2025-05-28
	1. COSTCO WHOLESALE CORP		2020-06-11	2025-05-28
	6. ECOLAB INC		2025-03-13	2025-05-28
	6. META PLATFORMS INC-CLASS A		2024-04-11	2025-05-28
	1046.053 FIDELITY MID CAP INDX		2025-02-03	2025-05-28
	1042.43 FIDELITY MID CAP INDX		2024-03-27	2025-05-28
	7. FORTINET INC		2025-01-29	2025-05-28
	1. GRAINGER W W INC		2022-11-10	2025-05-28
	3. HOME DEPOT INC		2024-10-10	2025-05-28
	2. INTUITIVE SURGICAL INC		2023-08-10	2025-05-28
	413. INVESCO S&P MIDCAP QUAL ETF		2025-02-03	2025-05-28
	852. ISHARES INTERMEDIATE GOVERNM		2025-02-03	2025-05-28
	9. J P MORGAN CHASE & CO		2015-05-05	2025-05-28
	9. KINDER MORGAN INC		2024-12-23	2025-05-28
	3. LPL FINANCIAL HOLDINGS INC		2024-12-06	2025-05-28
	10. LAM RESEARCH CORP		2025-05-15	2025-05-28
	1. LILLY ELI & COMPANY		2022-02-10	2025-05-28
	2188.994 MFS BLND RESRCH M/C EQ-R6		2025-02-03	2025-05-28
	1. MASTERCARD INC - A		2023-01-13	2025-05-28
	6. MICROSOFT CORP		2023-11-09	2025-05-28
	11. MORGAN STANLEY DEAN WITTER & CO		2020-11-13	2025-05-28
	60. NVIDIA CORP		2024-01-11	2025-05-28
	2. PARKER HANNIFIN CORP		2023-06-15	2025-05-28
	3. PHILIP MORRIS INTERNATIONAL		2025-02-25	2025-05-28
	5. PROCTER & GAMBLE CO		2024-09-12	2025-05-28
	1434.642 PGIM HIGH YIELD-R6		2025-02-03	2025-05-28
	3. QUEST DIAGNOSTICS INC		2024-12-06	2025-05-28
	5. RTX CORP		2025-03-13	2025-05-28
	7. ROBINHOOD MARKETS INC - A		2025-04-10	2025-05-28
	18. ROLLINS INC		2025-04-10	2025-05-28
	5. TJX COMPANIES INC		2023-09-14	2025-05-28
	13. TESLA INC		2024-12-06	2025-05-28
	1. TEXAS PACIFIC LAND CORP		2024-12-23	2025-05-28
	5. UBER TECHNOLOGIES INC		2025-05-15	2025-05-28
	2. UNITEDHEALTH GROUP INC		2024-08-15	2025-05-28
	4. VERISIGN INC		2025-04-10	2025-05-28
	11. VISA INC-CLASS A SHARES		2023-01-13	2025-05-28
	20. WAL MART STORES INC		2024-02-15	2025-05-28
	3. WASTE MANAGEMENT INC DEL		2025-03-13	2025-05-28
	25000. WELLTOWER OP LLC 4% 01 JUN 2025		2020-11-05	2025-06-02
	39. ADOBE SYSTEMS INC		2025-03-13	2025-06-05
	111. AMAZON COM INC		2023-04-13	2025-06-05
	37. META PLATFORMS INC-CLASS A		2024-04-11	2025-06-05
	25000. GENERAL MOTORS FINL CO 2.75% 20 JUN 2025		2023-04-04	2025-06-20
	256. COPART INC		2025-04-10	2025-08-14
	205. COPART INC		2024-06-13	2025-08-14
	29. LILLY ELI & COMPANY		2022-02-10	2025-08-14
	66. MARSH & MCLENNAN COMPANY INC		2025-04-10	2025-08-14
	11. TEXAS PACIFIC LAND CORP		2024-12-23	2025-08-14
	90. TRADEWEB MARKETS INC-CLASS A		2025-04-10	2025-08-14
	86. WELLTOWER INC		2024-07-30	2025-08-14
	23. ADOBE SYSTEMS INC		2025-03-13	2025-09-11
	155. AMERICAN WATER WORKS CO INC		2025-04-10	2025-09-11
	54. LPL FINANCIAL HOLDINGS INC		2024-12-06	2025-09-11
	82. VISA INC-CLASS A SHARES		2023-01-13	2025-09-11
	CAPITAL GAIN DIVIDENDS	P
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	12,116	11,117	999
b	17,295	5,744	11,551
c	20,157	20,479	-322
d	12,178	11,051	1,127
e	15,730	10,986	4,744
	25,744	8,654	17,090
	17,214	17,443	-229
	11,109	11,384	-275
	22,940	7,715	15,225
	11,790	4,984	6,806
	19,784	23,680	-3,896
	12,868	11,567	1,301
	30,000	30,000
	13,798	5,450	8,348
	27,819	8,456	19,363
	31,717	29,305	2,412
	12,830	7,156	5,674
	19,216	22,182	-2,966
	14,507	10,997	3,510
	12,674	3,986	8,688
	13,741	4,305	9,436
	11,241	12,209	-968
	12,324	4,596	7,728
	21,374	20,687	687
	17,591	16,169	1,422
	29,632	18,403	11,229
	16,118	4,775	11,343
	22,957	24,252	-1,295
	25,000	25,000
	182,286	222,752	-40,466
	256,305	193,265	63,040
	152,191	137,414	14,777
	446,694	349,994	96,700
	132,111	112,481	19,630
	15,554	13,967	1,587
	19,464	10,628	8,836
	7,457	13,383	-5,926
	10,307	12,348	-2,041
	23,846	25,470	-1,624
	12,084	18,803	-6,719
	24,363	12,899	11,464
	22,670	24,301	-1,631
	22,615	19,630	2,985
	20,794	23,011	-2,217
	11,856	7,475	4,381
	11,523	4,068	7,455
	11,480	13,219	-1,739
	22,445	26,631	-4,186
	36,677	34,556	2,121
	10,896	12,868	-1,972
	17,177	25,788	-8,611
	19,509	24,735	-5,226
	9,317	12,215	-2,898
	10,866	15,305	-4,439
	5,054	4,251	803
	14,048	7,968	6,080
	13,506	13,312	194
	21,861	13,938	7,923
	25,343	32,741	-7,398
	10,311	8,360	1,951
	19,284	19,494	-210
	10,564	6,601	3,963
	11,125	11,565	-440
	2,934	2,091	843
	2,873	1,433	1,440
	839	862	-23
	703	688	15
	4,223	3,656	567
	1,160	791	369
	969	874	95
	1,241	1,212	29
	501	324	177
	685	736	-51
	5,463	5,232	231
	412	413	-1
	2,395	872	1,523
	1,361	1,069	292
	892	474	418
	571	642	-71
	1,014	302	712
	1,567	1,508	59
	3,870	3,135	735
	35,534	36,560	-1,026
	35,411	33,785	1,626
	727	696	31
	1,073	607	466
	1,100	1,230	-130
	1,102	611	491
	40,214	41,354	-1,140
	89,929	89,035	894
	2,370	581	1,789
	246	243	3
	1,142	983	159
	835	846	-11
	717	239	478
	30,952	32,288	-1,336
	574	376	198
	2,745	2,167	578
	1,399	627	772
	8,187	3,300	4,887
	1,330	747	583
	533	471	62
	836	870	-34
	6,843	6,901	-58
	508	472	36
	657	646	11
	455	282	173
	1,015	968	47
	628	469	159
	4,659	4,976	-317
	1,212	1,137	75
	436	451	-15
	597	1,158	-561
	1,070	969	101
	3,955	2,458	1,497
	1,940	1,129	811
	704	670	34
	25,000	25,000
	16,231	14,796	1,435
	23,167	11,363	11,804
	25,380	13,414	11,966
	25,000	23,707	1,293
	12,008	14,948	-2,940
	9,616	10,937	-1,321
	19,781	6,930	12,851
	13,644	15,078	-1,434
	10,071	12,512	-2,441
	11,732	11,376	356
	13,937	9,610	4,327
	8,054	8,726	-672
	21,607	22,259	-652
	18,573	17,688	885
	28,068	9,695	18,373
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935
			26,935

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			999
b			11,551
c			-322
d			1,127
e			4,744
			17,090
			-229
			-275
			15,225
			6,806
			-3,896
			1,301

			8,348
			19,363
			2,412
			5,674
			-2,966
			3,510
			8,688
			9,436
			-968
			7,728
			687
			1,422
			11,229
			11,343
			-1,295

			-40,466
			63,040
			14,777
			96,700
			19,630
			1,587
			8,836
			-5,926
			-2,041
			-1,624
			-6,719
			11,464
			-1,631
			2,985
			-2,217
			4,381
			7,455
			-1,739
			-4,186
			2,121
			-1,972
			-8,611
			-5,226
			-2,898
			-4,439
			803
			6,080
			194
			7,923
			-7,398
			1,951
			-210
			3,963
			-440
			843
			1,440
			-23
			15
			567
			369
			95
			29
			177
			-51
			231
			-1
			1,523
			292
			418
			-71
			712
			59
			735
			-1,026
			1,626
			31
			466
			-130
			491
			-1,140
			894
			1,789
			3
			159
			-11
			478
			-1,336
			198
			578
			772
			4,887
			583
			62
			-34
			-58
			36
			11
			173
			47
			159
			-317
			75
			-15
			-561
			101
			1,497
			811
			34

			1,435
			11,804
			11,966
			1,293
			-2,940
			-1,321
			12,851
			-1,434
			-2,441
			356
			4,327
			-672
			-652
			885
			18,373

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	393,043
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,463
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	6,463
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	6,463
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,996
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,996
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,467
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

UMB BANK NA Telephone no. right arrow

(816) 860-7711

Located at right arrow

1010 GRANDKANSAS CITYMO ZIP+4 right arrow

64103

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
UMB BANK N A	TRUSTEE 1	56,263
1010 GRAND KANSAS CITY,MO64103	TRUSTEE 1	56,263

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,775,801

Average of monthly cash balances.......................

202,254

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,978,055

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,978,055

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

89,671

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

5,888,384

Minimum investment return. Enter 5% (0.05) of line 5................

294,419

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

294,419

Tax on investment income for 2024 from Part V, line 5 .......

6,463

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

6,463

Distributable amount before adjustments. Subtract line 2c from line 1............

287,956

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

287,956

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

287,956

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

265,302

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

265,302

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					287,956
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				236,171
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 265,302
a Applied to 2023, but not more than line 2a				236,171
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					29,131
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					258,825
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN RED CROSS OF GREATER KS CHAPTER ATTN TRUST AND ESTATES OFFICE OF THE 2025 E ST NW 9062C WASHINGTON,DC20006	NONE	PC	GENERAL OPERATING SUPPORT	23,617
UNIVERSITY OF KANSAS MEDICAL SCHOOL % THERESA KLINKENBURG D 230 STONG HALL LAWRENCE,KS660451752	NONE	PC	TO BE USED BY MEDICAL	23,617
CHILDREN'S MERCY HOSPITAL ATTN MONICA J DOTY ACCOUNTING 2401 GILLHAM RD KANSAS CITY,MO641084698	NONE	PC	GENERAL OPERATING SUPPORT	47,234
AMERICAN PARKINSON DISEASE ASSOC ATTN JOEL GERSTEL EXECUTIVE DIR 135 PARKINSON AVE STATEN ISLAND,NY103051943	NONE	PC	GENERAL OPERATING SUPPORT	23,617
UMKC SCHOOL OF MEDICINE MICHAEL L FRIEDLAND MD DEAN 5100 ROCKHILL RD KANSAS CITY,MO641102499	NONE	PC	TO BE USED BY ITS MEDICAL	23,617
HEART SPRING ATTN Stacie Williamson Dir of Dev 8700 E 29TH ST N WICHITA,KS672262169	NONE	PC	GENERAL OPERATING SUPPORT	23,617
AMERICAN HEART ASSOCIATION PO BOX 22249 ST PETERSBURG,FL33742	NONE	PC	GENERAL OPERATING SUPPORT	23,617
HEART OF AMERICA COUNCIL OF BOY SCOUTS 10210 HOLMES RD KANSAS CITY,MO641314200	NONE	PC	GENERAL OPERATING SUPPORT	23,617
The Salvation Army ATTN Legal Department 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES,IL60192	NONE	PC	TO BE USED BY KANSAS CITY	23,617
Total ................................. 3a				236,170

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	100,869
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	393,043
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSEC 897 CAP GAIN			1	31
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				493,943

13Total. Add line 12, columns (b), (d), and (e)..................

493,943

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

CLARA SHUMWAY CHAR TRUST 10373600

EIN:

43-6743873

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,000			1,000

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

CLARA SHUMWAY CHAR TRUST 10373600

EIN:

43-6743873

Description	Amount
ADJUST TAX LOT COST BASIS	198

- TIN:

TY 2024 OtherExpensesSchedule

Name:

CLARA SHUMWAY CHAR TRUST 10373600

EIN:

43-6743873

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ADR FEES	3	3		0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

CLARA SHUMWAY CHAR TRUST 10373600

EIN:

43-6743873

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
SEC 897 CAPITAL GAIN	31	31

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

CLARA SHUMWAY CHAR TRUST 10373600

EIN:

43-6743873

Description	Amount
ROUNDING	6

- TIN:

TY 2024 TaxesSchedule

Name:

CLARA SHUMWAY CHAR TRUST 10373600

EIN:

43-6743873

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	2,845	0
FEDERAL ESTIMATES - INCOME	4,996	0
FOREIGN TAXES ON QUALIFIED FOR	879	879
FOREIGN TAXES ON NONQUALIFIED	316	316