REVOCABLE TRUST OF@ROBERT H YOUNG: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- REVOCABLE TRUST OF@ROBERT H YOUNG (EIN 43-6936650)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349101419
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T08:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436936650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H YOUNG CHARITABLE TR 10330200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE FISCHER | PersonNm |
| Person Title | Executive Offic | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $581,114 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,967 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,300 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $53,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,109 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,554 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,132 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $427,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $450,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $551,982 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $455,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $479,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $581,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $455,343 | CapitalStockBOYAmt |
| Capital Stock EOY | $479,965 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $455,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $479,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $455,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $479,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $455,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $295 | OtherIncreasesAmt |
| Subtotal | $480,222 | SubtotalAmt |
| Other Decreases | $257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $479,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 441.866 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2025-01-08 | $5,183 | $5,704 | -$521 | -$521 | |
| 43. ISHARES INTERMEDIATE GOVERNM | 2024-03-13 | 2025-01-08 | $4,468 | $4,466 | $2 | $2 | |
| 429. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-08 | $44,581 | $44,363 | $218 | $218 | |
| 315.79 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-01-08 | $10,775 | $9,294 | $1,481 | $1,481 | |
| 10.801 PRINCIPAL BLUE CHIP-R6 | 2024-12-12 | 2025-01-08 | $500 | $519 | -$19 | -$19 | |
| 252.157 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-08 | $11,680 | $6,072 | $5,608 | $5,608 | |
| 35.2 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-01-08 | $1,076 | $1,142 | -$66 | -$66 | |
| 316.67 TRIBUTARY SMALL COMP-INST+ | 2023-12-14 | 2025-01-08 | $9,684 | $9,142 | $542 | $542 | |
| 1537.111 VANGUARD DEV MKT INDX-ADM | 2015-10-20 | 2025-01-08 | $23,856 | $18,996 | $4,860 | $4,860 | |
| 68.714 VANGUARD SML CAP INDX-ADM | 2023-01-13 | 2025-01-08 | $7,966 | $6,893 | $1,073 | $1,073 | |
| 527.062 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-17 | $5,476 | $5,439 | $37 | $37 | |
| 205.409 DODGE & COX INCOME-I | 2024-01-30 | 2025-03-17 | $2,603 | $2,578 | $25 | $25 | |
| 88.866 FIDELITY MID CAP INDX | 2025-01-08 | 2025-03-17 | $2,925 | $3,022 | -$97 | -$97 | |
| 10. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-17 | $924 | $1,024 | -$100 | -$100 | |
| 141.264 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-17 | $1,957 | $2,291 | -$334 | -$334 | |
| 129.612 PGIM HIGH YIELD-R6 | 2020-01-09 | 2025-03-17 | $621 | $723 | -$102 | -$102 | |
| 26.426 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-06-18 | $323 | $302 | $21 | $21 | |
| 12.763 FIDELITY INTL INDX | 2025-03-17 | 2025-06-18 | $712 | $678 | $34 | $34 | |
| 6.843 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-06-18 | $181 | $190 | -$9 | -$9 | |
| 27.975 FIDELITY MID CAP INDX | 2024-03-27 | 2025-06-18 | $963 | $907 | $56 | $56 | |
| 22.212 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-19 | 2025-06-18 | $294 | $284 | $10 | $10 | |
| 13. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-06-18 | $1,249 | $1,331 | -$82 | -$82 | |
| 7. ISHARES MSCI USA QUALITY FAC | 2025-01-08 | 2025-06-18 | $1,236 | $1,252 | -$16 | -$16 | |
| 10.87 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-06-18 | $420 | $320 | $100 | $100 | |
| 16.374 VANGUARD INST INDEX-INST | 2024-03-22 | 2025-06-18 | $7,982 | $5,099 | $2,883 | $2,883 | |
| 36.214 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-10-01 | $511 | $401 | $110 | $110 | |
| 13.293 FIDELITY INTL INDX | 2025-03-17 | 2025-10-01 | $802 | $706 | $96 | $96 | |
| 33.303 FIDELITY SM CAP INDX PREM | 2025-01-08 | 2025-10-01 | $1,021 | $925 | $96 | $96 | |
| 23.528 FIDELITY MID CAP INDX | 2024-03-27 | 2025-10-01 | $875 | $763 | $112 | $112 | |
| 16.113 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2015-05-19 | 2025-10-01 | $230 | $206 | $24 | $24 | |
| 2. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-10-01 | $211 | $205 | $6 | $6 | |
| 214. ISHARES MSCI USA QUALITY FAC | 2024-07-31 | 2025-10-01 | $41,928 | $28,919 | $13,009 | $13,009 | |
| 51.696 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-10-01 | $800 | $839 | -$39 | -$39 | |
| 5.346 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-10-01 | $216 | $157 | $59 | $59 | |
| 5.888 TRIBUTARY SMALL COMP-INST+ | 2024-03-13 | 2025-10-01 | $176 | $176 | |||
| 24.914 VANGUARD INST INDEX-INST | 2019-06-04 | 2025-10-02 | $13,602 | $6,339 | $7,263 | $7,263 | |
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,960 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $199 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,109 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $540,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $559,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $695 | TotalTaxAmt |
| Distributable Before Adj | $26,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,554 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,554 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,607 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,554 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,607 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $22,929 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kansas State University Foundation | |||||||
| 1800 KIMBALL AVENUE | MANHATTAN | KS | 66502 | NONE | PC | SCHOOL OF VETERINARY | $7,000 |
| Special Olympics Kansas Inc | |||||||
| ATTN JOHN LAIR CEO | Mission | KS | 66202 | NONE | PC | GENERAL OPERATING SUPPORT | $7,000 |
| KS Quarter Horse Assn | |||||||
| EDUCATION RESEARCH FOUNDATION | Lindsborg | KS | 67456 | NONE | NC | GENERAL OPERATING SUPPORT | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,609 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME POSTED IN 2026 | $255 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 INCOME POSTED IN 2024 | Desc |
| Amt | $295 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $345 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $496 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $50 | $50 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $25 | $25 | $0 |