2024-10-29T15:01:11-05:00 2024-06-30 990 2023-07-01 376490629 RALPH A BEEBEE CHARITABLE TRUST COMMERCE BEEB 8162342000 PO BOX 419248 KANSAS CITY MO 64141 COMMERCE TRUST TRUSTEE 8162342000 2024-10-29 false 2023 2024-10-15 13:58:12Z ALLIE LUEKE PO BOX 419248 KANSAS CITY MO 64141 321239 false X N/A X 2011 MO TO SUPPORT AND ENDOW THE BEEBEE MEMORIAL CHAIR AT SHATTUCK-ST MARY'S SCHOOL. 1 1 0 1 0 0 0 0 19115 189941 0 19115 189941 16416 14793 0 14237 15836 0 0 0 30653 30629 -11538 159312 1063889 1212866 0 0 1063889 1212866 TO SUPPORT AND ENDOW THE BEEBEE MEMORIAL CHAIR AT SHATTUCK-ST MARY'S SCHOOL. false false 30630 14793 DISTRIBUTION 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. 30630 true false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false false false false true true false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 1 false false false false false false false true true false false true false false false true false false X MORGAN KILGORE 8162342000 PO BOX 419248 KANSAS CITY MO 64141 COMMERCE TRUST TRUSTEE 1.0 X 15836 0 0 15836 0 0 false false false 24253 24253 296986 131298 165688 165688 MISCELLANEOUS INCOME 900099 189941 24253 14793 14793 15836 4751 11085 30629 19544 11085 0 35417 6624 1028472 765941 440301 1063889 1212866 0 0 X 1063889 1212866 1063889 1212866 1063889 1212866 X 159312 -10334 -1 X false false false X X X 1 SHATTUCK-ST MARY'S SCHOOL 410696908 2 true 14793 0 1 14793 0 true false false false false false false false false false false false false false false true false true X true true 0 0 0 0 0 0 Section D, Line 2 The 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. Section D, Line 3 The 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. Section E, Line 2a The 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. Section E, Line 2b The 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. 767485 189941 14793 15836 926797 779024 19114 16416 14237 767485 766136 43801 15387 15527 779024 709306 85868 15075 13958 766136 708165 33135 19043 12951 false false MICROSOFT CORP 66596 F NVIDIA CORP 67947 F COMMERCE BOND FUND 172624 F BAIRD AGGREGATE BOND FUND IS 60871 F DODGE & COX INCOME FD 72263 F 440301 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 $1,212,866 EXPLANATION FOR 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. TO SUPPORT SHATTUCK-ST MARY'S SCHOOL, TO ENDOW THE BEEBEE MEMORIAL CHAIR TO DEVELOP NEW COURSES IN MATHEMATICS AND THE SCIENCES. true SHATTUCK-ST MARY'S SCHOOL 1000 SHUMWAY AVENUE FARIBAULT MN 55021 410696908 501 (C) (3) 14793 Book Value BEEBEE MEMORIAL ACADEMIC CHAIR EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GRANTS 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. COMMERCE BANK TRUSTEE 15836 COMPENSATION false SCH L PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: COMMERCE BANK (B) DESCRIPTION OF TRANSACTION: COMPENSATION 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. EXPLANATION FOR FORM 990, PART XI, LINE 9 ROUNDING $(1) SHATTUCK-ST MARY'S SCHOOL 1000 SHUMWAY AVE BARIBAULT MN 55021 410696908 SCHOOL MN 501(C)(3) LINE 2 NONE false COMMERCE BANK 1000 WALNUT KANSAS CITY MO 64106 480962626 C corp false true false false false false false false false false false true false false false false false false false