Civic Intelligence
Officer

UMB BANK NA

11 organizations • 53 returns • Latest tax year 2025

TrusteeCo-TrusteeCorporate TrTrustee - Ending June 2013
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

11

Returns

53

Total Compensation

$840,142

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Sue Ann Opler Foundation 1465810026-193816972025Trustee$335,125
Bebe & Crosby Kemper Foundation Tr 09309743-678089262024Co-Trustee$287,098
Don and Pat Morrison Foundation 1313190043-693115072025Trustee$113,936
David & Shirley Lowe Family Fdn 1453790037-663403142025Trustee$37,911
John and Leona M Cwicig Charitable Trust %Umb Bank Na43-681563082025Corporate Tr$27,360
Gtm Employees Health and Dental Insurance Trust46-618729762022Trustee$15,000
William T & Frances D Grant Charitable Trust & Foundation44-601032522015Trustee$13,894
Barbara J Coyle Foundation Southwest Missouri Bank Trust Department43-692847722013Trustee - Ending June 2013$5,437
Brickman-Gross Family Foundation C/O Baker Newman Noyes43-648309222012Co-Trustee$2,407
Jd & Ma Balentine Fam Fdn 1298810043-692611862025Trustee$1,974
Jay and Sharon Parrino Family Foundation43-685963332012Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025Sue Ann Opler Foundation 14658100990PFTrustee2$55,079-View return
2025Don and Pat Morrison Foundation 13131900990PFTrustee1$16,269-View return
2025David & Shirley Lowe Family Fdn 14537900990PFTrustee1$8,217-View return
2025John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,677$0View return
2025Jd & Ma Balentine Fam Fdn 12988100990PFTrustee1$20-View return
2024Bebe & Crosby Kemper Foundation Tr 093097990PFCo-Trustee1$52,278-View return
2024Sue Ann Opler Foundation 14658100990PFTrustee2$51,497-View return
2024Don and Pat Morrison Foundation 13131900990PFTrustee1$16,116-View return
2024David & Shirley Lowe Family Fdn 14537900990PFTrustee1$10,707-View return
2024John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,531$0View return
2024Jd & Ma Balentine Fam Fdn 12988100990PFTrustee1$25-View return
2023Sue Ann Opler Foundation 14658100990PFTrustee2$45,522-View return
2023Bebe & Crosby Kemper Foundation Tr 093097990PFCo-Trustee1$42,367-View return
2023Don and Pat Morrison Foundation 13131900990PFTrustee1$15,495-View return
2023David & Shirley Lowe Family Fdn 14537900990PFTrustee1$9,347-View return
2023John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,238$0View return
2023Jd & Ma Balentine Fam Fdn 12988100990PFTrustee1$16-View return
2022Bebe & Crosby Kemper Foundation Tr 093097990PFCo-Trustee1$55,661-View return
2022Sue Ann Opler Foundation 14658100990PFTrustee2$47,107-View return
2022Don and Pat Morrison Foundation 13131900990PFTrustee1$16,007-View return
2022David & Shirley Lowe Family Fdn 14537900990PFTrustee1$9,640-View return
2022John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,423$0View return
2022Gtm Employees Health and Dental Insurance Trust990Trustee1$3,000$0View return
2022Jd & Ma Balentine Fam Fdn 12988100990PFTrustee1$179-View return
2021Bebe & Crosby Kemper Foundation Tr 093097990PFCo-Trustee1$56,347-View return
2021Sue Ann Opler Foundation 14658100990PFTrustee2$50,663-View return
2021Don and Pat Morrison Foundation 13131900990PFTrustee1$17,106-View return
2021John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,815$0View return
2021Jd & Ma Balentine Fam Fdn 12988100990PFTrustee1$620-View return
2020Sue Ann Opler Foundation 14658100990PFTrustee2$42,773-View return
2020Bebe & Crosby Kemper Foundation Tr 093097990PFCo-Trustee1$37,132-View return
2020Don and Pat Morrison Foundation 13131900990PFTrustee1$16,439-View return
2020John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,377$0View return
2020Gtm Employees Health and Dental Insurance Trust990Trustee1$3,000$0View return
2020Jd & Ma Balentine Fam Fdn 12988100990PFTrustee1$1,114-View return
2019Bebe & Crosby Kemper Foundation Tr 093097990PFCo-Trustee1$43,313-View return
2019Sue Ann Opler Foundation 14658100990PFTrustee2$42,484-View return
2019Don and Pat Morrison Foundation 13131900990PFTrustee1$16,504-View return
2019John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,260$0View return
2019Gtm Employees Health and Dental Insurance Trust990Trustee1$3,000$0View return
2018John and Leona M Cwicig Charitable Trust %Umb Bank Na990PFCorporate Tr0.25$3,039$0View return
2017Gtm Employees Health and Dental Insurance Trust990Trustee1$3,000$0View return
2016Gtm Employees Health and Dental Insurance Trust990Trustee1$3,000$0View return
2015William T & Frances D Grant Charitable Trust & Foundation990PFTrustee2$0-View return
2014William T & Frances D Grant Charitable Trust & Foundation990PFTrustee2$13,894-View return
2013Barbara J Coyle Foundation Southwest Missouri Bank Trust Department990PFTrustee - Ending June 20132$1,903-View return
2013Gtm Employees Health and Dental Insurance Trust990Trustee1$0$0View return
2012Barbara J Coyle Foundation Southwest Missouri Bank Trust Department990PFTrustee2$3,534-View return
2012Brickman-Gross Family Foundation C/O Baker Newman Noyes990PFCo-Trustee1$2,407$0View return
2012Jay and Sharon Parrino Family Foundation990PFTrustee0$0$0View return
2011Jay and Sharon Parrino Family Foundation990PFTrustee0$0$0View return
2010Brickman-Gross Family Foundation C/O Baker Newman Noyes990PFCo-Trustee0$0-View return
2010Jay and Sharon Parrino Family Foundation990PFTrustee0$0$0View return