SUE ANN OPLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUE ANN OPLER FOUNDATION (EIN 26-1938169)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349102929
- 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
- Form 990-PF
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:01:07-05:00 | 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 | 261938169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE ANN OPLER FOUNDATION 14658100 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPLE | BusinessNameControlTxt |
| Phone | 8888624045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | 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 | 8888624045 | 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 | $9,496,654 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $172,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $195,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,808,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,826 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $362 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $362 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $368,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,273 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,079 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,540 | 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 Rev And Expnss | $13,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,762 | 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 |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $81,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $470,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $323,366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $550,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,607 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,965,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,222,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,304,047 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,516,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,415,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,496,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,516,055 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,415,217 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,516,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,415,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,516,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,415,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,516,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,138 | OtherIncreasesAmt |
| Subtotal | $6,415,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,415,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 283. TRAVELERS COS INC/THE | 2020-10-07 | 2025-01-13 | $65,767 | $32,274 | $33,493 | $33,493 | |
| 243.08 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-01-27 | $243 | $226 | $17 | $17 | |
| 5228.381 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-15 | 2025-02-03 | $61,590 | $70,744 | -$9,154 | -$9,154 | |
| 3130.614 MFS INSTL INTL EQUITY FUND | 2022-11-01 | 2025-02-03 | $110,354 | $81,271 | $29,083 | $29,083 | |
| 2417.463 TRIBUTARY SMALL COMP-INST+ | 2023-04-27 | 2025-02-03 | $74,458 | $63,966 | $10,492 | $10,492 | |
| 24831.002 VANGUARD DEV MKT INDX-ADM | 2019-02-27 | 2025-02-03 | $394,068 | $334,432 | $59,636 | $59,636 | |
| 678.619 VANGUARD SML CAP INDX-ADM | 2023-04-28 | 2025-02-03 | $80,206 | $63,069 | $17,137 | $17,137 | |
| 76.425 VANGUARD 500 INDEX-ADM | 2023-11-08 | 2025-02-03 | $42,312 | $30,936 | $11,376 | $11,376 | |
| 235.1 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-02-25 | $235 | $219 | $16 | $16 | |
| 93. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $14,427 | $17,169 | -$2,742 | -$2,742 | |
| 69. AUTODESK INC | 2024-11-20 | 2025-03-19 | $18,544 | $21,225 | -$2,681 | -$2,681 | |
| 85. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $18,349 | $21,530 | -$3,181 | -$3,181 | |
| 120. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $28,758 | $16,914 | $11,844 | $11,844 | |
| 32. PARKER HANNIFIN CORP | 2023-06-21 | 2025-03-19 | $20,158 | $12,008 | $8,150 | $8,150 | |
| 72. EATON CORP PLC | 2019-04-03 | 2025-03-19 | $21,243 | $5,969 | $15,274 | $15,274 | |
| 233.51 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-03-25 | $234 | $218 | $16 | $16 | |
| 138. APPLE COMPUTER INC | 2023-04-21 | 2025-04-16 | $26,649 | $22,760 | $3,889 | $3,889 | |
| 237. PROLOGIS INC | 2023-05-17 | 2025-04-16 | $23,680 | $29,000 | -$5,320 | -$5,320 | |
| 23. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $29,249 | $32,809 | -$3,560 | -$3,560 | |
| 262.1 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-04-25 | $262 | $245 | $17 | $17 | |
| 206. ALPHABET INC | 2021-10-06 | 2025-05-21 | $34,799 | $28,250 | $6,549 | $6,549 | |
| 72. DANAHER CORP | 2024-08-21 | 2025-05-21 | $13,482 | $19,491 | -$6,009 | -$6,009 | |
| 104. DANAHER CORP | 2020-10-07 | 2025-05-21 | $19,473 | $20,403 | -$930 | -$930 | |
| 80. UNITEDHEALTH GROUP INC | 2017-10-13 | 2025-05-21 | $24,282 | $15,400 | $8,882 | $8,882 | |
| 252.62 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-05-27 | $253 | $236 | $17 | $17 | |
| 1747.984 FIDELITY MID CAP INDX | 2025-02-03 | 2025-06-20 | $60,218 | $61,092 | -$874 | -$874 | |
| 445.02 FIDELITY MID CAP INDX | 2024-03-27 | 2025-06-20 | $15,331 | $14,423 | $908 | $908 | |
| 486. INVESCO S&P MIDCAP QUAL ETF | 2024-11-21 | 2025-06-20 | $46,520 | $51,283 | -$4,763 | -$4,763 | |
| 179. ISHARES INTERMEDIATE GOVERNM | 2017-10-12 | 2025-06-20 | $18,970 | $19,832 | -$862 | -$862 | |
| 1596.569 MFS BLND RESRCH M/C EQ-R6 | 2024-11-21 | 2025-06-20 | $22,895 | $26,407 | -$3,512 | -$3,512 | |
| 3834.88 PGIM HIGH YIELD-R6 | 2025-02-03 | 2025-06-20 | $18,407 | $18,446 | -$39 | -$39 | |
| 259.63 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-06-25 | $260 | $243 | $17 | $17 | |
| 256.26 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-07-25 | $256 | $240 | $16 | $16 | |
| 731. COMCAST CORP-CLASS A | 2023-06-21 | 2025-08-20 | $24,357 | $29,774 | -$5,417 | -$5,417 | |
| 771. COPART INC | 2024-06-20 | 2025-08-20 | $36,787 | $41,580 | -$4,793 | -$4,793 | |
| 260.56 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-08-25 | $261 | $244 | $17 | $17 | |
| 91. LPL FINANCIAL HOLDINGS INC | 2025-01-22 | 2025-09-17 | $30,546 | $32,486 | -$1,940 | -$1,940 | |
| 110. ACCENTURE PLC-CL A | 2017-12-07 | 2025-09-17 | $26,584 | $15,643 | $10,941 | $10,941 | |
| 235.31 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-09-25 | $235 | $221 | $14 | $14 | |
| 50000. MARRIOTT INTERNATIONAL 3.75% 01 OCT 2025 | 2017-10-24 | 2025-10-01 | $50,000 | $50,000 | |||
| 8340.284 TCW METWEST UNCONSTR BND-I | 2017-10-12 | 2025-10-20 | $87,740 | $99,997 | -$12,257 | -$12,257 | |
| 6128. RIVERPARK S/T HI YLD-INST | 2017-12-07 | 2025-10-20 | $59,319 | $59,748 | -$429 | -$429 | |
| 79. ILLINOIS TOOL WORKS INC | 2024-11-20 | 2025-10-22 | $20,029 | $21,053 | -$1,024 | -$1,024 | |
| 86. MARSH & MCLENNAN COMPANY INC | 2025-03-19 | 2025-10-22 | $16,249 | $20,013 | -$3,764 | -$3,764 | |
| 287. PHILIP MORRIS INTERNATIONAL | 2025-04-16 | 2025-10-22 | $44,979 | $45,134 | -$155 | -$155 | |
| 229.39 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-10-27 | $229 | $215 | $14 | $14 | |
| .75 SOLSTICE ADV MATERIALS INC | 2019-05-08 | 2025-11-06 | $35 | $30 | $5 | $5 | |
| 265. DISNEY WALT HOLDING CO | 2025-08-20 | 2025-11-19 | $27,739 | $31,077 | -$3,338 | -$3,338 | |
| 177. ORACLE CORPORATION | 2024-10-16 | 2025-11-19 | $40,104 | $30,147 | $9,957 | $9,957 | |
| 47. SOLSTICE ADV MATERIALS INC | 2019-05-08 | 2025-11-19 | $1,983 | $1,890 | $93 | $93 | |
| 242.67 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-11-25 | $243 | $228 | $15 | $15 | |
| 229.38 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2025-12-26 | $229 | $216 | $13 | $13 | |
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,748 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,632 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,632 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,137 | OverpaymentAmt |
| Applied To ES Tax | $2,248 | AppliedToESTaxAmt |
| Refund | $889 | 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 | MO | 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 | 8888624045 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 NA | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,079 | 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 | $8,730,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $480,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,210,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,210,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,072,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,495 | TotalTaxAmt |
| Distributable Before Adj | $449,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,145 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,145 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,477 | 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 | $416,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $388,937 | 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 | $416,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $388,937 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,540 | 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 | $421,605 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIP AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | C/O FIRST NATIONAL BANK MINNESOTA | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SCHOLARSHIP WAY | AddressLine1Txt |
| City | ST PETER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $388,937 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,937 | 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 | $172,130 | 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 | $195,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC 897 CAP GAIN | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $368,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,318 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 897 CAPITAL GAIN | Desc |
| Revenue And Expenses Per Books | $362 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $362 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| ADJUSTMENT OF COST BASIS | $1,137 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $13,580 | Amt |
| Net Investment Income | $13,580 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,279 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $7,632 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,169 | $1,169 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $593 | $593 | $0 |