SUE ANN OPLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUE ANN OPLER FOUNDATION (EIN 26-1938169)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349103237
- Schema version
- 2024v5.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T20:01:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-23 | 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 | 2025-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $8,749,553 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $171,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,541 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,380,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,103 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $597,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $589,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,497 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,748 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,748 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,760 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,316 | 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 | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,979 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $347,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $548,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $286,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $550,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $550,435 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,058,228 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,965,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,199,118 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,345,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,516,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,749,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,345,039 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,516,055 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,345,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,516,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,345,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,516,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,345,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,519,076 | SubtotalAmt |
| Other Decreases | $3,021 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,516,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 78. AMAZON COM INC | 2018-02-13 | 2024-01-24 | $12,246 | $5,521 | $6,725 | $6,725 | |
| 89. DUKE ENERGY CORP | 2020-08-05 | 2024-01-24 | $8,415 | $7,445 | $970 | $970 | |
| 709. MORGAN STANLEY DEAN WITTER & CO | 2022-07-20 | 2024-01-24 | $61,965 | $42,677 | $19,288 | $19,288 | |
| 242.52 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-01-25 | $243 | $221 | $22 | $22 | |
| 25000. US BANCORP 3.7% 30 JAN 2024 | 2017-10-12 | 2024-01-30 | $25,000 | $25,000 | |||
| 25000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024 | 2017-11-06 | 2024-02-01 | $25,000 | $25,000 | |||
| 24. COSTCO WHOLESALE CORP | 2018-02-13 | 2024-02-21 | $17,300 | $4,418 | $12,882 | $12,882 | |
| 173. STARBUCKS CORP | 2022-09-20 | 2024-02-21 | $16,372 | $15,737 | $635 | $635 | |
| 118. UNITED PARCEL SERVICE INC CLASS B | 2019-03-06 | 2024-02-21 | $17,407 | $12,881 | $4,526 | $4,526 | |
| 68. EATON CORP PLC | 2020-11-04 | 2024-02-21 | $18,805 | $7,240 | $11,565 | $11,565 | |
| 263.97 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-02-26 | $264 | $240 | $24 | $24 | |
| 25000. US TREASURY NOTE/BOND 2.375% 29 FEB 2024 | 2022-01-28 | 2024-02-29 | $25,000 | $25,000 | |||
| 71. MARKETAXESS HOLDINGS INC | 2024-01-24 | 2024-03-20 | $15,448 | $19,607 | -$4,159 | -$4,159 | |
| 129. UNITED PARCEL SERVICE INC CLASS B | 2019-03-06 | 2024-03-20 | $19,900 | $14,082 | $5,818 | $5,818 | |
| 76. UNITEDHEALTH GROUP INC | 2018-02-13 | 2024-03-20 | $37,433 | $16,787 | $20,646 | $20,646 | |
| 252.3 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-03-25 | $252 | $230 | $22 | $22 | |
| 8447.434 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2024-03-27 | $223,435 | $172,065 | $51,370 | $51,370 | |
| 14342.965 NUANCE MID CAP VALUE-INST | 2018-06-26 | 2024-03-27 | $180,291 | $176,275 | $4,016 | $4,016 | |
| 50000. US TREASURY NOTE/BOND 2.125% 31 MAR 2024 | 2020-03-17 | 2024-04-01 | $50,000 | $50,000 | |||
| 280.23 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-04-25 | $280 | $255 | $25 | $25 | |
| 275.55 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-05-28 | $276 | $251 | $25 | $25 | |
| 273. STARBUCKS CORP | 2022-09-20 | 2024-06-20 | $21,819 | $24,834 | -$3,015 | -$3,015 | |
| 60. EATON CORP PLC | 2020-11-04 | 2024-06-20 | $19,330 | $6,200 | $13,130 | $13,130 | |
| 279.35 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-06-25 | $279 | $254 | $25 | $25 | |
| 280.98 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-07-25 | $281 | $256 | $25 | $25 | |
| 341. EDWARDS LIFESCIENCES CORP | 2024-01-24 | 2024-07-31 | $21,327 | $25,615 | -$4,288 | -$4,288 | |
| 25000. US TREASURY NOTE/BOND 2.375% 15 AUG 2024 | 2017-10-12 | 2024-08-15 | $25,000 | $25,000 | |||
| 306. AMPHENOL CORP CLASS A | 2022-06-22 | 2024-08-21 | $20,476 | $9,720 | $10,756 | $10,756 | |
| 111. BROADCOM INC | 2020-01-08 | 2024-08-21 | $18,294 | $3,436 | $14,858 | $14,858 | |
| 91. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-03 | 2024-08-21 | $20,411 | $13,423 | $6,988 | $6,988 | |
| 255.7 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-08-26 | $256 | $233 | $23 | $23 | |
| 199. CISCO SYSTEMS INC | 2023-12-26 | 2024-09-18 | $10,093 | $10,032 | $61 | $61 | |
| 360. CISCO SYSTEMS INC | 2023-08-18 | 2024-09-18 | $18,259 | $19,934 | -$1,675 | -$1,675 | |
| 55. INTUIT INC | 2017-12-07 | 2024-09-18 | $35,038 | $8,163 | $26,875 | $26,875 | |
| 35. MARTIN MARIETTA MATERIALS INC | 2024-07-31 | 2024-09-18 | $18,799 | $20,853 | -$2,054 | -$2,054 | |
| 259.61 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-09-25 | $260 | $236 | $24 | $24 | |
| 33. ADOBE SYSTEMS INC | 2024-02-21 | 2024-10-16 | $16,567 | $17,711 | -$1,144 | -$1,144 | |
| 29. INTUIT INC | 2017-10-13 | 2024-10-16 | $17,700 | $4,227 | $13,473 | $13,473 | |
| 255.13 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-10-25 | $255 | $232 | $23 | $23 | |
| 130. ABBVIE INC | 2020-06-03 | 2024-11-20 | $21,773 | $11,837 | $9,936 | $9,936 | |
| 32. LILLY ELI & COMPANY | 2022-01-20 | 2024-11-20 | $24,137 | $7,800 | $16,337 | $16,337 | |
| 212. MERCK & CO. INC. | 2023-08-18 | 2024-11-20 | $20,687 | $23,188 | -$2,501 | -$2,501 | |
| 228. PEPSICO INC | 2018-02-13 | 2024-11-20 | $36,236 | $25,876 | $10,360 | $10,360 | |
| 1098.901 FIDELITY MID CAP INDX | 2024-03-27 | 2024-11-21 | $40,000 | $35,615 | $4,385 | $4,385 | |
| 18121.585 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2024-11-21 | $223,077 | $270,260 | -$47,183 | -$47,183 | |
| 8017.714 MFS INSTL INTL EQUITY FUND | 2022-11-01 | 2024-11-21 | $276,932 | $208,140 | $68,792 | $68,792 | |
| 5849.678 TRIBUTARY SMALL COMP-INST+ | 2023-04-27 | 2024-11-21 | $200,761 | $160,249 | $40,512 | $40,512 | |
| 16794.636 VANGUARD DEV MKT INDX-ADM | 2018-06-26 | 2024-11-21 | $266,027 | $234,664 | $31,363 | $31,363 | |
| 1048.28 VANGUARD SML CAP INDX-ADM | 2021-03-11 | 2024-11-21 | $127,450 | $110,499 | $16,951 | $16,951 | |
| 263.64 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-11-25 | $264 | $240 | $24 | $24 | |
| 20. COSTCO WHOLESALE CORP | 2018-02-13 | 2024-12-04 | $19,798 | $3,682 | $16,116 | $16,116 | |
| 41. LOCKHEED MARTIN CORP | 2024-02-21 | 2024-12-04 | $21,223 | $17,515 | $3,708 | $3,708 | |
| 239. WAL MART STORES INC | 2018-02-13 | 2024-12-04 | $22,530 | $8,045 | $14,485 | $14,485 | |
| 25000. SOUTHWEST AIRLINES CO 5.25% 04 MAY 202025 | 2021-10-22 | 2024-12-16 | $25,041 | $25,292 | -$251 | -$251 | |
| 250.77 FN MA4448 1.5% 01 OCT 2031 | 2022-12-02 | 2024-12-26 | $251 | $228 | $23 | $23 | |
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,611 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,103 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,279 | 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 | $51,497 | 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 | $8,255,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,615,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,615,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,486,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $424,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $424,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,631 | TotalTaxAmt |
| Distributable Before Adj | $416,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,685 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,727 | 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 | $375,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $347,979 | 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 | $375,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $347,979 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,748 | 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 | $388,937 | 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 | $347,979 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $347,979 | 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 | $171,600 | 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 | $426,103 | 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 | $189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $597,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $597,892 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INT PAID-CARRYOVER | $130 |
| ADJUSTMENT OF COST BASIS | $2,891 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | 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 | $189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $189 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $12,760 | Amt |
| Net Investment Income | $12,760 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,936 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,352 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,683 | $1,683 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $633 | $633 | $0 |