SUE ANN OPLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUE ANN OPLER FOUNDATION (EIN 26-1938169)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202441299349103554
- Schema version
- 2023v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T22:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 8168607711 | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2024-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2024-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,962,987 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $180,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,845,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,771 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,688 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $346,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,522 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,761 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,761 | 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 | $3,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,130 | 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 | $17 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $380,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $339,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $286,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $286,811 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,082,106 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,058,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,676,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,422,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,345,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,962,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,422,036 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,345,039 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,422,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,345,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,422,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,345,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,422,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,361,617 | SubtotalAmt |
| Other Decreases | $16,578 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,345,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 60. CATERPILLAR INC | 2020-10-07 | 2023-01-18 | $15,182 | $9,300 | $5,882 | $5,882 | |
| 230. DISNEY WALT HOLDING CO | 2018-02-13 | 2023-01-18 | $22,754 | $23,430 | -$676 | -$676 | |
| 279.55 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-01-25 | $280 | $254 | $26 | $26 | |
| 483. DEVON ENERGY CORP | 2022-01-20 | 2023-02-22 | $25,715 | $23,681 | $2,034 | $2,034 | |
| 262.19 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-02-27 | $262 | $239 | $23 | $23 | |
| 252.1 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-03-27 | $252 | $229 | $23 | $23 | |
| 123. DEERE & CO | 2022-02-16 | 2023-04-21 | $47,588 | $48,109 | -$521 | -$521 | |
| 250. PRINCIPAL FINANCIAL GROUP | 2022-10-19 | 2023-04-21 | $18,794 | $19,713 | -$919 | -$919 | |
| 1189. US BANCORP | 2022-09-20 | 2023-04-21 | $39,782 | $55,920 | -$16,138 | -$16,138 | |
| 245.49 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-04-25 | $245 | $223 | $22 | $22 | |
| 4862.93 CHAMPLAIN MID CAP FUND-INST | 2019-05-29 | 2023-04-27 | $104,067 | $93,514 | $10,553 | $10,553 | |
| 1634.483 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2023-04-27 | $19,189 | $24,566 | -$5,377 | -$5,377 | |
| 3904.252 MFS INSTL INTL EQUITY FUND | 2022-11-01 | 2023-04-27 | $124,546 | $101,354 | $23,192 | $23,192 | |
| 7976. NUANCE MID CAP VALUE-INST | 2018-06-26 | 2023-04-27 | $100,737 | $98,823 | $1,914 | $1,914 | |
| 15195.67 VANGUARD DEV MKT INDX-ADM | 2021-03-02 | 2023-04-28 | $226,112 | $220,177 | $5,935 | $5,935 | |
| 154. AMERICAN WATER WORKS CO INC | 2022-09-20 | 2023-05-17 | $22,079 | $22,461 | -$382 | -$382 | |
| 16. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-05-17 | $2,294 | $1,893 | $401 | $401 | |
| 165. CATERPILLAR INC | 2020-10-07 | 2023-05-17 | $34,970 | $24,659 | $10,311 | $10,311 | |
| 117. UNION PACIFIC CORP | 2018-11-07 | 2023-05-17 | $23,261 | $17,548 | $5,713 | $5,713 | |
| 279.61 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-05-25 | $280 | $254 | $26 | $26 | |
| 25000. US TREASURY N/B .25% 15 JUN 2023 | 2022-01-28 | 2023-06-15 | $25,000 | $24,773 | $227 | $227 | |
| 80. AMGEN INC | 2022-12-08 | 2023-06-21 | $18,166 | $22,823 | -$4,657 | -$4,657 | |
| 68. ELEVANCE HEALTH INC | 2022-02-16 | 2023-06-21 | $30,356 | $31,222 | -$866 | -$866 | |
| 490. SCHLUMBERGER LTD | 2023-02-22 | 2023-06-21 | $23,431 | $25,617 | -$2,186 | -$2,186 | |
| 284.65 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-06-26 | $285 | $259 | $26 | $26 | |
| 25000. WALMART INC 3.4% 26 JUN 2023 | 2019-02-13 | 2023-06-26 | $25,000 | $25,000 | |||
| 25000. D.R. HORTON INC 5.75% 15 AUG 2023 | 2017-10-24 | 2023-07-06 | $25,000 | $25,000 | |||
| 25000. US TREASURY NOTE/BOND 1.625% 15 MAY 2026 | 2019-04-16 | 2023-07-24 | $23,105 | $23,578 | -$473 | -$473 | |
| 25000. US TREASURY NOTE/BOND 1.375% 31 JAN 2025 | 2020-10-20 | 2023-07-24 | $23,633 | $25,410 | -$1,777 | -$1,777 | |
| 304.34 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-07-25 | $304 | $277 | $27 | $27 | |
| 50000. US TREASURY N/B 2.5% 15 AUG 2023 | 2017-11-07 | 2023-08-15 | $50,000 | $50,000 | |||
| 286. ENTERGY CORP | 2023-05-17 | 2023-08-18 | $27,376 | $29,194 | -$1,818 | -$1,818 | |
| 242. INTERNATIONAL BUSINESS MACHINES CORP | 2021-10-06 | 2023-08-18 | $34,282 | $32,041 | $2,241 | $2,241 | |
| 413. REALTY INCOME CORP | 2022-09-20 | 2023-08-18 | $23,518 | $26,013 | -$2,495 | -$2,495 | |
| 159. REALTY INCOME CORP | 2019-08-07 | 2023-08-18 | $9,054 | $11,348 | -$2,294 | -$2,294 | |
| 195. TEXAS INSTRUMENTS INC | 2018-02-13 | 2023-08-18 | $32,504 | $19,457 | $13,047 | $13,047 | |
| 288.68 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-08-25 | $289 | $263 | $26 | $26 | |
| 186. GILEAD SCIENCES INC | 2022-12-08 | 2023-08-31 | $14,202 | $16,645 | -$2,443 | -$2,443 | |
| 587. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-08-31 | $20,553 | $31,322 | -$10,769 | -$10,769 | |
| 286.41 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-09-25 | $286 | $261 | $25 | $25 | |
| .6667 VERALTO CORP | 2020-10-07 | 2023-10-13 | $48 | $52 | -$4 | -$4 | |
| 37. BROADCOM INC | 2020-01-08 | 2023-10-18 | $32,789 | $11,453 | $21,336 | $21,336 | |
| 42. LILLY ELI & COMPANY | 2022-01-20 | 2023-10-18 | $25,434 | $10,238 | $15,196 | $15,196 | |
| 537. REALTY INCOME CORP | 2021-01-06 | 2023-10-18 | $26,867 | $32,666 | -$5,799 | -$5,799 | |
| 562. VERIZON COMMUNICATIONS | 2021-11-10 | 2023-10-18 | $17,424 | $28,073 | -$10,649 | -$10,649 | |
| 257.99 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-10-25 | $258 | $235 | $23 | $23 | |
| 34. VERALTO CORP | 2020-10-07 | 2023-10-26 | $2,395 | $2,641 | -$246 | -$246 | |
| 93.585 VANGUARD INST INDEX-INST | 2023-04-28 | 2023-11-07 | $34,238 | $32,596 | $1,642 | $1,642 | |
| 600.623 VANGUARD INST INDEX-INST | 2017-10-12 | 2023-11-07 | $219,738 | $139,645 | $80,093 | $80,093 | |
| 184. AMERICAN WATER WORKS CO INC | 2020-05-06 | 2023-11-16 | $24,094 | $21,767 | $2,327 | $2,327 | |
| 216. INTERNATIONAL BUSINESS MACHINES CORP | 2021-09-14 | 2023-11-16 | $33,017 | $27,956 | $5,061 | $5,061 | |
| 265.05 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-11-27 | $265 | $241 | $24 | $24 | |
| 28. COSTCO WHOLESALE CORP | 2018-02-13 | 2023-12-26 | $18,869 | $5,155 | $13,714 | $13,714 | |
| 9345.794 DOUBLELINE TTL RTRN BND-I | 2017-10-12 | 2023-12-26 | $82,710 | $100,093 | -$17,383 | -$17,383 | |
| 262. DUKE ENERGY CORP | 2020-08-05 | 2023-12-26 | $25,397 | $22,404 | $2,993 | $2,993 | |
| 237.32 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2023-12-26 | $237 | $216 | $21 | $21 | |
| 10. LILLY ELI & COMPANY | 2022-01-20 | 2023-12-26 | $5,709 | $2,438 | $3,271 | $3,271 | |
| 31. MCDONALDS CORP | 2020-11-04 | 2023-12-26 | $9,070 | $6,675 | $2,395 | $2,395 | |
| 131. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2023-12-26 | $12,153 | $10,730 | $1,423 | $1,423 | |
| 446. PFIZER INC | 2018-08-09 | 2023-12-26 | $12,656 | $17,321 | -$4,665 | -$4,665 | |
| 33. UNITEDHEALTH GROUP INC | 2018-02-13 | 2023-12-26 | $17,157 | $7,482 | $9,675 | $9,675 | |
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,683 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,771 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,416 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,416 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,936 | 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 | 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 | 8168607711 | 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 | $45,522 | 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 | $7,190,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,616,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,616,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,241 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,501,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,352 | TotalTaxAmt |
| Distributable Before Adj | $370,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $370,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $370,740 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $380,467 | 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 | $380,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $357,706 | 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 | $380,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $357,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,761 | 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 | $347,979 | 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 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $357,706 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,706 | 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 | $180,205 | 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 | $158,771 | 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 | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $346,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,664 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF COST BASIS | Desc |
| Amt | $16,578 | Amt |
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 | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $7,656 | $0 |
| OTHER REVENUE | $32 | $32 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $708 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,514 | $2,514 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $616 | $616 | $0 |