Civic Intelligence

Ralph a Beebee Charitable Tr

EIN 37-6490629 • 501(c)3 • Kansas City, MO

Profile

To support and endow the beebee memorial chair at shattuck-st mary's school.

PO Box 419248Kansas City, MO 64141

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-83%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,307,355

Up $94,489 (+7.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,307,355

Up $94,489 (+7.8%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Down

$17,594

Down $172,347 (-91%) from 2024

Expenses

Up

$32,275

Up $1,646 (+5.4%) from 2024

Net Income

Down

-$14,681

Down $173,993 (-109%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $850,990Liabilities 2013: $0Net Assets 2013: $850,9902013Assets 2014: $889,178Liabilities 2014: $0Net Assets 2014: $889,1782014Assets 2015: $865,574Liabilities 2015: $0Net Assets 2015: $865,5742015Assets 2016: $903,568Liabilities 2016: $0Net Assets 2016: $903,5682016Assets 2017: $925,323Liabilities 2017: $0Net Assets 2017: $925,3232017Assets 2018: $926,222Liabilities 2018: $0Net Assets 2018: $926,2222018Assets 2019: $984,600Liabilities 2019: $0Net Assets 2019: $984,6002019Assets 2020: $946,120Liabilities 2020: $0Net Assets 2020: $946,1202020Assets 2021: $1,133,878Liabilities 2021: $0Net Assets 2021: $1,133,8782021Assets 2022: $998,726Liabilities 2022: $0Net Assets 2022: $998,7262022Assets 2023: $1,063,889Liabilities 2023: $0Net Assets 2023: $1,063,8892023Assets 2024: $1,212,866Liabilities 2024: $0Net Assets 2024: $1,212,8662024Assets 2025: $1,307,355Liabilities 2025: $0Net Assets 2025: $1,307,3552025

Highlighted filing

2025

Assets$1,307,355
Liabilities$0
Net Assets$1,307,355
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2013: $35,270Expenses 2013: $31,424Net Income 2013: $3,8462013Revenue 2014: $30,263Expenses 2014: $31,687Net Income 2014: -$1,4242014Revenue 2015: $32,484Expenses 2015: $31,072Net Income 2015: $1,4122015Revenue 2016: $28,735Expenses 2016: $29,862Net Income 2016: -$1,1272016Revenue 2017: $42,332Expenses 2017: $28,420Net Income 2017: $13,9122017Revenue 2018: $58,267Expenses 2018: $28,977Net Income 2018: $29,2902018Revenue 2019: $50,890Expenses 2019: $33,429Net Income 2019: $17,4612019Revenue 2020: $33,128Expenses 2020: $31,995Net Income 2020: $1,1332020Revenue 2021: $85,868Expenses 2021: $29,034Net Income 2021: $56,8342021Revenue 2022: $43,799Expenses 2022: $30,914Net Income 2022: $12,8852022Revenue 2023: $19,115Expenses 2023: $30,653Net Income 2023: -$11,5382023Revenue 2024: $189,941Expenses 2024: $30,629Net Income 2024: $159,3122024Revenue 2025: $17,594Expenses 2025: $32,275Net Income 2025: -$14,6812025

Highlighted filing

2025

Revenue$17,594
Expenses$32,275
Net Income-$14,681
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,307,355
Liabilities
$0
Net assets
$1,307,355
Revenue
$17,594
Expenses
$32,275
Net income
-$14,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.02$0.03$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.19$0.03$0.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.02$0.03$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.04$0.03$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.09$0.03$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.03$0.03$0.00
2019Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.05$0.03$0.02
2018Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.06$0.03$0.03
2017Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.04$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.03$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.03$0.03$0.00
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.04$0.03$0.00
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$202,685
Mission and Program Overview

Mission

To support and endow the beebee memorial chair at shattuck-st mary's school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$998,726$1,063,889▲ $65,163
Investments in Publicly Traded Securities$966,249$1,028,472▲ $62,223
Savings and Temporary Cash Investments$32,477$35,417▲ $2,940
Total Assets$998,726$1,063,889▲ $65,163
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$998,726$1,063,889▲ $65,163
Total Liabilities and Net Assets / Fund Balance$998,726$1,063,889▲ $65,163

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$779,024-▲ $19,114-$767,485
2022$766,136-▲ $43,801-$779,024
2021$709,306-▲ $85,868-$766,136
2020$708,165-▲ $33,135--
2019$690,706-▲ $50,888--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$14,237$14,237
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,115
Other Revenue
$0
Change in Net Assets
$-11,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,416
Salaries, Compensation, and Employee Benefits$14,237
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,416--$16,416
Current Officers, Directors, Trustees, and Key Employees$4,271$9,966-$14,237
Total Functional Expenses$20,687$9,966$0$30,653
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SHATTUCK-ST MARY'S SCHOOLFaribault, MN501 (c) (3)Beebee Memorial Academic Chair$16,416
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-TrusteeCompensationNo$14,237
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The form 990 is reviewed by a senior member of the tax department of commerce trust. It is then reviewed by the trust officer assigned to the account. A copy is provided to the supported organization, shattuck-st mary's school.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“While the organization itself does not have a conflict of interest policy, a conflict of interest policy is maintained and enforced by commerce bank, the corporate trustee.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The trustee fee paid to commerce bank is in accordance with its published fee schedule. The fee is comparable to fees charged by other professional fiduciaries.”

Form 990, Page 6, Part VI, Line 19

“The complete form 990 is made available to anyone upon request during the required three year period. It is also available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
Ralph a Beebee Charitable Trust Commerce
EIN
37-6490629
Phone
8162342000
Address
PO BOX 419248, KANSAS CITY, MO 64141

Signing Officer

Name
Commerce Trust
Title
Trustee
Phone
8162342000
Signed
2023-11-03

Organization Details

Principal Officer
Allie Lueke
Formed
2011
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING $(1)”

Financial Statement Notes

Schedule D, Part V, Line 1G

“Assets are carried on the books at tax basis. Fair market value of the fund at year end is $1,063,889.”

Schedule D, Part V, Line 4

“Funds constitute a perpetual trust to generate investment income to fund the beebee memorial academic chair in scientific studies at shattuck-st mary's school in faribault, minnesota.”

Explanation for Schedule D, Part V, Line 4

“To support shattuck-st marys school, to endow the beebee memorial chair to develop new courses in mathematics and the sciences.”

Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT AND ENDOW THE BEEBEE MEMORIAL CHAIR AT SHATTUCK-ST MARY'S SCHOOL.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MORGAN KILGORE
IRS990/BooksInCareOfDetail/PhoneNum08162342000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 419248
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064141
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09966
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt04271
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014237
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt016416
IRS990/CYInvestmentIncomeAmt019115
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-11538
IRS990/CYSalariesCompEmpBnftPaidAmt014237
IRS990/CYTotalExpensesAmt030653
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019115
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTION OF INCOME TO SUPPORTED ORGANIZATION, SHATTUCK-ST MARY'S SCHOOL, TO ENDOW THE BEEBEE MEMORIAL CHAIR TO DEVELOP NEW COURSES IN MATHEMATICS AND THE SCIENCES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt030653
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMMERCE TRUST
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014237
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-5583
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt016416
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016416
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016416
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0177987
IRS990/GrossReceiptsAmt0202685
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt024698
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024698
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0966249
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01028472
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0183570
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT AND ENDOW THE BEEBEE MEMORIAL CHAIR AT SHATTUCK-ST MARY'S SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0998726
IRS990/NetAssetsOrFundBalancesEOYAmt01063889
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-5583
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5583
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt076702
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALLIE LUEKE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015387
IRS990/PYInvestmentIncomeAmt043799
IRS990/PYRevenuesLessExpensesAmt012885
IRS990/PYSalariesCompEmpBnftPaidAmt015527
IRS990/PYTotalExpensesAmt030914
IRS990/PYTotalRevenueAmt043799
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-11538
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0998726
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01063889
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032477
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035417
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Ralph A Beebee Charitable Trust maintains a close and continuous working relationship with the Shattuck-St. Mary's School. The Trustee is responsive to the school by providing governing documents, Form 1023, annual tax returns, monthly financial statements, advice and any other requested information.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The sharing of information with the school, as described Section D, Question 2, allows the Shattuck-St. Mary's School to have a significant voice in the investment policies of the Trust, the timing of grants, and the manner of making them. Under the trust document, the Trustee shall pay over all of the net income annually to Shattuck-St. Mary's School to fund the Beebee Memorial Chair.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Ralph A Beebee Charitable Trust contributes 100% of its net income annually to Shattuck-St. Mary's School in support of the Beebee Memorial Chair in academic studies. The funding of the Beebee Memorial Chair furthers the school's exempt purpose of education.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Shattuck-St. Mary's School would not have the specific support for the Chair position if it were not for the funding from the Ralph A Beebee Charitable Trust. The trust document specifies that the funding is to support a particular academic program at the school.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Section E, Line 2b
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410696908
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016416
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHATTUCK-ST MARY'S SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt016416
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014237
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0779024
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0767485
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016416
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt019114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0766136
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0779024
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt015387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043801
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0709306
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0766136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt015075
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt085868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012951
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0708165
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt019043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033135
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011657
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0690706
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt021772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050888
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASSETS ARE CARRIED ON THE BOOKS AT TAX BASIS. FAIR MARKET VALUE OF THE FUND AT YEAR END IS $1,063,889.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDS CONSTITUTE A PERPETUAL TRUST TO GENERATE INVESTMENT INCOME TO FUND THE BEEBEE MEMORIAL ACADEMIC CHAIR IN SCIENTIFIC STUDIES AT SHATTUCK-ST MARY'S SCHOOL IN FARIBAULT, MINNESOTA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT SHATTUCK-ST MARYS SCHOOL, TO ENDOW THE BEEBEE MEMORIAL CHAIR TO DEVELOP NEW COURSES IN MATHEMATICS AND THE SCIENCES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 1G
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt016416
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BEEBEE MEMORIAL ACADEMIC CHAIR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHATTUCK-ST MARY'S SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0410696908
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 SHUMWAY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FARIBAULT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055021
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE PAID TO A SCHOOL PER THE TRUST PROVISIONS. THE SCHOOL PROVIDES AN ANNUAL ACCOUNTING TO THE TRUSTEE FOR THE EXPENDITURE OF FUNDS TO ESTABLISH AN ACADEMIC CHAIR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0COMMERCE BANK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt014237
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATION
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0BUSINESS TANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: COMMERCE BANK (B) DESCRIPTION OF TRANSACTION: COMPENSATION
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH L PART IV
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY A SENIOR MEMBER OF THE TAX DEPARTMENT OF COMMERCE TRUST. IT IS THEN REVIEWED BY THE TRUST OFFICER ASSIGNED TO THE ACCOUNT. A COPY IS PROVIDED TO THE SUPPORTED ORGANIZATION, SHATTUCK-ST MARY'S SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHILE THE ORGANIZATION ITSELF DOES NOT HAVE A CONFLICT OF INTEREST POLICY, A CONFLICT OF INTEREST POLICY IS MAINTAINED AND ENFORCED BY COMMERCE BANK, THE CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE FEE PAID TO COMMERCE BANK IS IN ACCORDANCE WITH ITS PUBLISHED FEE SCHEDULE. THE FEE IS COMPARABLE TO FEES CHARGED BY OTHER PROFESSIONAL FIDUCIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPLETE FORM 990 IS MADE AVAILABLE TO ANYONE UPON REQUEST DURING THE REQUIRED THREE YEAR PERIOD. IT IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING $(1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0480962626
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0COMMERCE BANK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01000 WALNUT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd064106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHATTUCK-ST MARY'S SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0410696908
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 SHUMWAY AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BARIBAULT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055021
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0998726
IRS990/TotalAssetsEOYAmt01063889
IRS990/TotalAssetsGrp/BOYAmt0998726
IRS990/TotalAssetsGrp/EOYAmt01063889
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09966
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020687
IRS990/TotalFunctionalExpensesGrp/TotalAmt030653
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0998726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01063889
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030653
IRS990/TotalReportableCompFromOrgAmt014237
IRS990/TotalRevenueGrp/ExclusionAmt024698
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-5583
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019115
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0998726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01063889
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 419248
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064141
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COMMERCE TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08162342000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH A BEEBEE CHARITABLE TRUST COMMERCE
ReturnHeader/Filer/BusinessNameControlTxt0BEEB
ReturnHeader/Filer/EIN0376490629
ReturnHeader/Filer/PhoneNum08162342000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 419248
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064141
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-11-03T14:00:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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