Nonprofit · EIN 43-6743873
CLARA L SHUMWAY CHAR TR
Tax-exempt · KANSAS CITY, MO 64141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $493,943 | $302,472 | $191,471 | $4,414,670 | $0 | $4,414,670 |
| September 30, 2024 | 990-PF | $393,374 | $270,893 | $122,481 | $4,223,391 | $0 | $4,223,391 |
| September 30, 2023 | 990-PF | $182,069 | $285,112 | -$103,043 | $4,100,910 | $0 | $4,100,910 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $100,869
- Net gain from sales of assets
- $393,043
- Other income
- $31
Expenses
- Grants and similar amounts paid
- $236,170
- Compensation of officers, directors and key employees
- $56,263
- Disbursements for charitable purposes
- $265,302
- Excise tax on investment income
- $6,463
Balance sheet and other
- Total assets, start of year
- $4,223,391
- Total assets, end of year
- $4,414,670
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,414,670
- Fair market value of assets
- $6,330,169
- Qualifying distributions
- $265,302
- Net investment income
- $494,262
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, MO 64103 | TRUSTEE | 1 | $56,263 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, MO 64103 | TRUSTEE | 1 | $52,881 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK N A 1010 GRAND, KANSAS CITY, MO 64103 | TRUSTEE | 1 | $49,459 |
Address and contacts
- Address (IRS master file)
- PO BOX 415044, KANSAS CITY, MO 64141-5044
- In care of
- % UMB BANK
- Signed the 990-PF
- KELSEY SHIREMAN, Vice President
- Phone
- (816) 860-7711
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 43-6743873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $4,414,670
- Income (IRS master file)
- $2,898,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $493,943 | $302,472 | $4,414,670 | XML |
| 990-PF | September 2024 | $393,374 | $270,893 | $4,223,391 | XML |
| 990-PF | September 2023 | $182,069 | $285,112 | $4,100,910 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6743873).
Questions about CLARA L SHUMWAY CHAR TR
- What is the EIN of CLARA L SHUMWAY CHAR TR?
- The employer identification number (EIN) of CLARA L SHUMWAY CHAR TR is 43-6743873.
- Is CLARA L SHUMWAY CHAR TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CLARA L SHUMWAY CHAR TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARA L SHUMWAY CHAR TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARA L SHUMWAY CHAR TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLARA L SHUMWAY CHAR TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CLARA L SHUMWAY CHAR TR?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $56,263 (UMB BANK N A, TRUSTEE).
- How much revenue does CLARA L SHUMWAY CHAR TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $493,943, expenses of $302,472 and total assets of $4,414,670 at year end.
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All nonprofits in KANSAS CITY · Missouri · Philanthropy, voluntarism and grantmaking foundations