W HAROLD YOUNG IRREV TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- W HAROLD YOUNG IRREV TR (EIN 43-6873988)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349103827
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T16:00:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436873988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W HAROLD YOUNG CHARITABLE TRUST 10140500 | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $865,826 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $523,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$16,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,188 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,188 | 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 |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,737 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $480 | 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 | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,735 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $813,816 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $731,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $842,091 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $830,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $755,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $865,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $830,491 | CapitalStockBOYAmt |
| Capital Stock EOY | $755,611 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $830,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $755,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $830,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $755,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $830,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $756,024 | SubtotalAmt |
| Other Decreases | $413 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $755,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14. CROWDSTRIKE HOLDINGS INC - A | 2021-06-10 | 2022-01-13 | $2,451 | $3,200 | -$749 | -$749 | |
| 15. DOCUSIGN INC | 2020-03-12 | 2022-01-13 | $1,976 | $993 | $983 | $983 | |
| 25000. FREDDIE MAC 2.375% 13 JAN 2022 | 2015-11-12 | 2022-01-13 | $25,000 | $25,000 | |||
| 19. FIVE BELOW | 2020-06-11 | 2022-01-13 | $3,365 | $2,185 | $1,180 | $1,180 | |
| 5. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-01-13 | $1,955 | $1,212 | $743 | $743 | |
| 18. BLOCK INC | 2021-08-12 | 2022-01-13 | $2,463 | $4,852 | -$2,389 | -$2,389 | |
| 19. TEXAS INSTRUMENTS INC | 2019-10-10 | 2022-01-13 | $3,516 | $2,432 | $1,084 | $1,084 | |
| 12. UNION PACIFIC CORP | 2019-07-11 | 2022-01-13 | $2,970 | $2,056 | $914 | $914 | |
| 7. ADOBE SYSTEMS INC | 2017-03-01 | 2022-02-10 | $3,455 | $845 | $2,610 | $2,610 | |
| 6. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2022-02-10 | $1,889 | $1,733 | $156 | $156 | |
| 12. LAUDER ESTEE COMPANIES INC CLASS A | 2020-12-10 | 2022-02-10 | $3,779 | $2,963 | $816 | $816 | |
| 6. NETFLIX COM INC | 2021-09-17 | 2022-02-10 | $2,424 | $3,522 | -$1,098 | -$1,098 | |
| 17. STRYKER CORP | 2017-08-10 | 2022-02-10 | $4,336 | $2,448 | $1,888 | $1,888 | |
| 32. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $4,033 | $2,583 | $1,450 | $1,450 | |
| 92. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $4,043 | $6,907 | -$2,864 | -$2,864 | |
| 16. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $3,796 | $2,069 | $1,727 | $1,727 | |
| 14. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $3,659 | $2,901 | $758 | $758 | |
| 149.884 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $22,015 | $21,856 | $159 | $159 | |
| 12. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-04-14 | $3,859 | $2,910 | $949 | $949 | |
| 9. MASTERCARD INC - A | 2017-02-06 | 2022-04-14 | $3,232 | $958 | $2,274 | $2,274 | |
| 12. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $3,044 | $3,537 | -$493 | -$493 | |
| 125. DUKE WEEKS REALTY CORP | 2019-08-15 | 2022-06-10 | $6,252 | $4,103 | $2,149 | $2,149 | |
| 125. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $4,393 | $7,350 | -$2,957 | -$2,957 | |
| 49. KKR & CO INC | 2021-12-09 | 2022-06-10 | $2,510 | $3,720 | -$1,210 | -$1,210 | |
| 14. ZSCALER INC | 2021-08-12 | 2022-06-10 | $2,153 | $3,395 | -$1,242 | -$1,242 | |
| 17. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $1,340 | $2,136 | -$796 | -$796 | |
| 22. NUCOR CORP | 2021-08-12 | 2022-07-14 | $2,388 | $2,764 | -$376 | -$376 | |
| 20. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $3,586 | $2,813 | $773 | $773 | |
| 4. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $1,819 | $2,731 | -$912 | -$912 | |
| 6. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $2,728 | $3,416 | -$688 | -$688 | |
| 81. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $3,153 | $3,801 | -$648 | -$648 | |
| 61.718 PGIM HIGH YIELD-R6 | 2021-12-30 | 2022-08-26 | $295 | $339 | -$44 | -$44 | |
| 5659.553 PGIM HIGH YIELD-R6 | 2021-03-03 | 2022-08-26 | $27,053 | $30,860 | -$3,807 | -$3,807 | |
| 24.994 VANGUARD TTL BD MKT IDX-ADM | 2022-03-31 | 2022-08-26 | $248 | $274 | -$26 | -$26 | |
| 10986.357 VANGUARD TTL BD MKT IDX-ADM | 2021-06-02 | 2022-08-26 | $108,875 | $119,674 | -$10,799 | -$10,799 | |
| 35. ABBOTT LABORATORIES | 2018-02-26 | 2022-09-16 | $3,642 | $2,122 | $1,520 | $1,520 | |
| 49. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $4,568 | $3,793 | $775 | $775 | |
| 72. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $3,319 | $5,352 | -$2,033 | -$2,033 | |
| 34. ZOETIS INC | 2022-02-10 | 2022-09-16 | $5,346 | $6,897 | -$1,551 | -$1,551 | |
| 10333.569 VANGUARD INTRM BND IDX-ADM | 2022-08-29 | 2022-10-06 | $103,026 | $108,296 | -$5,270 | -$5,270 | |
| 5159.939 VANGUARD HI YLD CORP-ADM | 2022-08-29 | 2022-10-06 | $26,161 | $27,090 | -$929 | -$929 | |
| 16. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $2,339 | $4,764 | -$2,425 | -$2,425 | |
| 7. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $2,152 | $2,469 | -$317 | -$317 | |
| 2. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $615 | $485 | $130 | $130 | |
| 12. LINDE PLC/OLD | 2020-12-10 | 2022-10-13 | $3,383 | $3,017 | $366 | $366 | |
| 188.482 BGF INTERNATIONAL ALPHA-INST | 2021-12-29 | 2022-11-03 | $1,819 | $2,891 | -$1,072 | -$1,072 | |
| 2701.386 BGF INTERNATIONAL ALPHA-INST | 2021-03-03 | 2022-11-03 | $26,068 | $40,353 | -$14,285 | -$14,285 | |
| 1662.899 OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2022-11-03 | $33,873 | $37,515 | -$3,642 | -$3,642 | |
| 54. ALPHABET INC | 2021-10-14 | 2022-11-10 | $5,082 | $7,615 | -$2,533 | -$2,533 | |
| 28. AMAZON COM INC | 2016-08-15 | 2022-11-10 | $2,697 | $1,078 | $1,619 | $1,619 | |
| 21. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $2,352 | $3,703 | -$1,351 | -$1,351 | |
| 15. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $3,607 | $4,299 | -$692 | -$692 | |
| 28. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $2,166 | $3,002 | -$836 | -$836 | |
| 31. BLACKSTONE INC | 2021-08-12 | 2022-12-15 | $2,398 | $3,463 | -$1,065 | -$1,065 | |
| 13. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-12-15 | $2,916 | $1,620 | $1,296 | $1,296 | |
| 22. SALESFORCE INC | 2018-08-08 | 2022-12-15 | $2,866 | $2,768 | $98 | $98 | |
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,834 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,171 | OverpaymentAmt |
| Applied To ES Tax | $152 | AppliedToESTaxAmt |
| Refund | $1,019 | 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 | $12,375 | 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 | $903,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $937,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $937,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $923,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $46,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,188 | 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 | $49,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,175 | 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 | $49,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,175 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,013 | 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 | $39,026 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | ||||||||
| 122 N 8TH ST | SALINA | KS | 674012687 | NONE | PC | GENERAL OPERATING SUPPORT | $21,100 | |
| KANSAS WESLEYAN UNIVERSITY | ||||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | GENERAL OPERATING SUPPORT | $21,100 | C/O RHONDA BETHE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,200 | 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 | $17,493 | 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 | -$33,848 | 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 | -$16,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$16,355 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE ACTION ADJUSTMENT | $398 |
| RETURN OF CAPITAL ADJUSTMENT | $15 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $937 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,320 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $413 | $413 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $67 | $67 | $0 |