W HAROLD YOUNG IRREV TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- W HAROLD YOUNG IRREV TR (EIN 43-6873988)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349104347
- 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 Increases 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 | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2025-04-27 | 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 | 2025-04-27 | 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 | $1,059,069 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $460,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,157 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $112,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,426 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,169 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,584 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,584 | 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 Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $334 | 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 | $16,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,639 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $754,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $780,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,013,430 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $768,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $826,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,059,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $768,707 | CapitalStockBOYAmt |
| Capital Stock EOY | $826,284 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $768,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $826,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $768,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $826,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $768,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $542 | OtherIncreasesAmt |
| Subtotal | $826,737 | SubtotalAmt |
| Other Decreases | $453 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $826,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (258 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 37. BOEING CO | 2022-12-15 | 2024-01-08 | $8,606 | $6,690 | $1,916 | $1,916 | |
| 10. DEERE & CO | 2021-10-14 | 2024-01-11 | $3,914 | $3,286 | $628 | $628 | |
| 9. NETFLIX COM INC | 2022-12-15 | 2024-01-11 | $4,446 | $2,616 | $1,830 | $1,830 | |
| 2095.548 DOUBLELINE TTL RTRN BND-I | 2023-04-21 | 2024-01-30 | $18,420 | $18,755 | -$335 | -$335 | |
| 5038. DOUBLELINE TTL RTRN BND-I | 2020-11-04 | 2024-01-30 | $44,284 | $53,378 | -$9,094 | -$9,094 | |
| 591. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2024-01-30 | $61,701 | $61,115 | $586 | $586 | |
| 4. INTUIT INC | 2019-01-10 | 2024-02-15 | $2,653 | $821 | $1,832 | $1,832 | |
| 29. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-02-15 | $2,489 | $2,617 | -$128 | -$128 | |
| 4. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-02-15 | $1,465 | $663 | $802 | $802 | |
| 3. SERVICENOW INC | 2023-01-30 | 2024-02-15 | $2,346 | $1,330 | $1,016 | $1,016 | |
| 19. TESLA INC | 2021-04-15 | 2024-02-15 | $3,777 | $4,529 | -$752 | -$752 | |
| 7. VERTEX PHARMACEUTICALS INC | 2022-09-16 | 2024-02-15 | $2,975 | $2,023 | $952 | $952 | |
| 28. ALPHABET INC | 2021-10-14 | 2024-02-28 | $3,812 | $1,497 | $2,315 | $2,315 | |
| 3. INTUIT INC | 2019-01-10 | 2024-02-28 | $1,978 | $615 | $1,363 | $1,363 | |
| 9. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-02-28 | $2,238 | $1,593 | $645 | $645 | |
| 6. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-02-28 | $1,893 | $995 | $898 | $898 | |
| 116. SCHLUMBERGER LTD | 2023-09-14 | 2024-02-28 | $5,582 | $6,581 | -$999 | -$999 | |
| 2. SERVICENOW INC | 2023-05-11 | 2024-02-28 | $1,520 | $904 | $616 | $616 | |
| 1. SERVICENOW INC | 2023-01-30 | 2024-02-28 | $760 | $443 | $317 | $317 | |
| 1. BOOKING HOLDINGS INC | 2023-03-09 | 2024-03-26 | $3,653 | $2,516 | $1,137 | $1,137 | |
| 5. EMERSON ELECTRIC CO | 2024-01-11 | 2024-03-26 | $555 | $474 | $81 | $81 | |
| 3. J P MORGAN CHASE & CO | 2012-07-17 | 2024-03-26 | $588 | $105 | $483 | $483 | |
| 23. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-03-26 | $6,549 | $3,697 | $2,852 | $2,852 | |
| 13. VERTEX PHARMACEUTICALS INC | 2022-07-14 | 2024-03-26 | $5,434 | $3,354 | $2,080 | $2,080 | |
| 2.394 CHAMPLAIN MID CAP FUND-INST | 2023-12-18 | 2024-03-27 | $63 | $57 | $6 | $6 | |
| 816.143 CHAMPLAIN MID CAP FUND-INST | 2023-01-09 | 2024-03-27 | $21,587 | $17,400 | $4,187 | $4,187 | |
| 1497.3 NUANCE MID CAP VALUE-INST | 2018-12-20 | 2024-03-27 | $18,821 | $17,647 | $1,174 | $1,174 | |
| 5. ADOBE SYSTEMS INC | 2023-11-09 | 2024-04-11 | $2,428 | $2,943 | -$515 | -$515 | |
| 19. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-04-11 | $1,646 | $1,149 | $497 | $497 | |
| 3. NVIDIA CORP | 2020-05-14 | 2024-04-11 | $2,701 | $240 | $2,461 | $2,461 | |
| 12. UNITEDHEALTH GROUP INC | 2018-07-11 | 2024-04-11 | $5,328 | $820 | $4,508 | $4,508 | |
| 20. AMERICAN TOWER CORP | 2024-01-11 | 2024-05-09 | $3,731 | $4,150 | -$419 | -$419 | |
| 5. IDEXX LABORATORIES CORP | 2024-02-15 | 2024-05-09 | $2,510 | $2,841 | -$331 | -$331 | |
| 18. ACCENTURE PLC-CL A | 2018-09-13 | 2024-05-09 | $5,498 | $3,101 | $2,397 | $2,397 | |
| 18. DISNEY WALT HOLDING CO | 2024-03-26 | 2024-06-13 | $1,794 | $2,167 | -$373 | -$373 | |
| 14. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-06-13 | $2,381 | $2,342 | $39 | $39 | |
| 17. NUCOR CORP | 2021-08-12 | 2024-06-13 | $2,616 | $2,136 | $480 | $480 | |
| 2. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2024-06-13 | $1,999 | $806 | $1,193 | $1,193 | |
| 26. ALPHABET INC | 2023-05-18 | 2024-06-20 | $4,567 | $3,198 | $1,369 | $1,369 | |
| 37. AMAZON COM INC | 2023-04-13 | 2024-06-20 | $6,831 | $3,788 | $3,043 | $3,043 | |
| 44. APPLE COMPUTER INC | 2023-05-11 | 2024-06-20 | $9,214 | $6,841 | $2,373 | $2,373 | |
| 4. AXON ENTERPRISE INC | 2024-02-15 | 2024-06-20 | $1,165 | $1,090 | $75 | $75 | |
| 19. BANK OF AMERICA CORP | 2024-04-11 | 2024-06-20 | $758 | $695 | $63 | $63 | |
| 7. BERKSHIRE HATHAWAY INC-CL B | 2022-03-10 | 2024-06-20 | $2,861 | $2,269 | $592 | $592 | |
| 1. BROADCOM INC | 2023-09-14 | 2024-06-20 | $1,731 | $872 | $859 | $859 | |
| 12. CHEVRONTEXACO CORP | 2021-05-13 | 2024-06-20 | $1,878 | $1,283 | $595 | $595 | |
| 1. CINTAS CORP | 2023-05-11 | 2024-06-20 | $702 | $474 | $228 | $228 | |
| 15. CITIGROUP INC | 2024-05-09 | 2024-06-20 | $902 | $950 | -$48 | -$48 | |
| 12. COPART INC | 2024-06-13 | 2024-06-20 | $635 | $640 | -$5 | -$5 | |
| 3. COSTCO WHOLESALE CORP | 2020-08-13 | 2024-06-20 | $2,583 | $1,009 | $1,574 | $1,574 | |
| 2. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-06-20 | $757 | $662 | $95 | $95 | |
| 3. DANAHER CORP | 2017-04-13 | 2024-06-20 | $742 | $228 | $514 | $514 | |
| 10. EMERSON ELECTRIC CO | 2024-01-11 | 2024-06-20 | $1,080 | $948 | $132 | $132 | |
| 9. EXXON MOBIL CORP | 2024-04-11 | 2024-06-20 | $1,008 | $1,097 | -$89 | -$89 | |
| 7. META PLATFORMS INC-CLASS A | 2024-04-11 | 2024-06-20 | $3,505 | $3,658 | -$153 | -$153 | |
| 5. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-06-20 | $1,491 | $1,252 | $239 | $239 | |
| 1. GRAINGER W W INC | 2022-11-10 | 2024-06-20 | $908 | $607 | $301 | $301 | |
| 2. HOME DEPOT INC | 2018-05-10 | 2024-06-20 | $705 | $375 | $330 | $330 | |
| 2. INTUIT INC | 2019-01-10 | 2024-06-20 | $1,230 | $410 | $820 | $820 | |
| 3. INTUITIVE SURGICAL INC | 2023-08-10 | 2024-06-20 | $1,285 | $916 | $369 | $369 | |
| 10. IRON MOUNTAIN INC | 2024-05-09 | 2024-06-20 | $879 | $792 | $87 | $87 | |
| 10. J P MORGAN CHASE & CO | 2012-07-17 | 2024-06-20 | $1,981 | $350 | $1,631 | $1,631 | |
| 5. LILLY ELI & COMPANY | 2022-03-10 | 2024-06-20 | $4,402 | $1,330 | $3,072 | $3,072 | |
| 6. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-06-20 | $1,045 | $1,004 | $41 | $41 | |
| 5. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-06-20 | $1,217 | $885 | $332 | $332 | |
| 1. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-06-20 | $531 | $568 | -$37 | -$37 | |
| 4. MASTERCARD INC - A | 2023-01-13 | 2024-06-20 | $1,808 | $1,505 | $303 | $303 | |
| 4. MCKESSON HBOC INC | 2022-10-13 | 2024-06-20 | $2,409 | $1,418 | $991 | $991 | |
| 8. MERCK & CO. INC. | 2024-03-26 | 2024-06-20 | $1,037 | $1,005 | $32 | $32 | |
| 19. MICROSOFT CORP | 2023-04-13 | 2024-06-20 | $8,440 | $5,364 | $3,076 | $3,076 | |
| 16. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-06-20 | $1,054 | $1,172 | -$118 | -$118 | |
| 11. MORGAN STANLEY DEAN WITTER & CO | 2020-11-13 | 2024-06-20 | $1,065 | $627 | $438 | $438 | |
| 1. NETFLIX COM INC | 2023-05-11 | 2024-06-20 | $675 | $345 | $330 | $330 | |
| 23. NEXTERA ENERGY INC | 2017-11-28 | 2024-06-20 | $1,665 | $910 | $755 | $755 | |
| 5. NUCOR CORP | 2021-08-12 | 2024-06-20 | $781 | $628 | $153 | $153 | |
| 52. NVIDIA CORP | 2020-05-14 | 2024-06-20 | $6,785 | $415 | $6,370 | $6,370 | |
| 1. O'REILLY AUTOMOTIVE INC | 2020-05-14 | 2024-06-20 | $1,074 | $395 | $679 | $679 | |
| 51. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-06-20 | $1,293 | $1,284 | $9 | $9 | |
| 3. PARKER HANNIFIN CORP | 2023-06-15 | 2024-06-20 | $1,520 | $1,121 | $399 | $399 | |
| 5. PEPSICO INC | 2022-01-13 | 2024-06-20 | $831 | $872 | -$41 | -$41 | |
| 5. QUANTA SERVICES INC | 2021-03-15 | 2024-06-20 | $1,356 | $442 | $914 | $914 | |
| 5. SALESFORCE INC | 2023-06-15 | 2024-06-20 | $1,212 | $1,063 | $149 | $149 | |
| 2. SERVICENOW INC | 2023-05-11 | 2024-06-20 | $1,459 | $883 | $576 | $576 | |
| 2. STRYKER CORP | 2024-02-15 | 2024-06-20 | $678 | $698 | -$20 | -$20 | |
| 2. SYNOPSYS INC | 2023-10-12 | 2024-06-20 | $1,210 | $994 | $216 | $216 | |
| 11. TJX COMPANIES INC | 2023-09-14 | 2024-06-20 | $1,216 | $1,031 | $185 | $185 | |
| 1. THERMO ELECTRON CORP | 2016-10-20 | 2024-06-20 | $552 | $152 | $400 | $400 | |
| 9.476 VANGUARD INST INDEX-INST | 2023-03-23 | 2024-06-20 | $4,281 | $2,992 | $1,289 | $1,289 | |
| 6. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-06-20 | $536 | $589 | -$53 | -$53 | |
| 8. VISA INC-CLASS A SHARES | 2023-01-13 | 2024-06-20 | $2,209 | $1,647 | $562 | $562 | |
| 37. WAL MART STORES INC | 2024-02-15 | 2024-06-20 | $2,510 | $2,089 | $421 | $421 | |
| 11. WELLS FARGO & CO | 2024-04-11 | 2024-06-20 | $642 | $627 | $15 | $15 | |
| 11. WELLTOWER INC | 2024-02-28 | 2024-06-20 | $1,134 | $1,012 | $122 | $122 | |
| 15. PENTAIR PLC | 2023-07-13 | 2024-06-20 | $1,185 | $1,003 | $182 | $182 | |
| 4. TRANE TECHNOLOGIES PLC | 2024-05-09 | 2024-06-20 | $1,329 | $1,331 | -$2 | -$2 | |
| 6. CHUBB LTD | 2024-03-26 | 2024-06-20 | $1,598 | $1,542 | $56 | $56 | |
| 29. PENTAIR PLC | 2023-07-13 | 2024-06-26 | $2,158 | $1,939 | $219 | $219 | |
| 100. CHIPOTLE MEXICAN GRILL INC | 2023-08-10 | 2024-07-30 | $5,260 | $3,692 | $1,568 | $1,568 | |
| 7. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-07-30 | $1,626 | $2,317 | -$691 | -$691 | |
| 40. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-07-30 | $2,681 | $2,931 | -$250 | -$250 | |
| 7. SYNOPSYS INC | 2023-10-12 | 2024-07-30 | $3,679 | $3,478 | $201 | $201 | |
| 19. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-07-30 | $1,378 | $1,867 | -$489 | -$489 | |
| 14. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-08-15 | $3,119 | $2,477 | $642 | $642 | |
| 5. MCKESSON HBOC INC | 2022-10-13 | 2024-08-15 | $2,731 | $1,772 | $959 | $959 | |
| 12. NUCOR CORP | 2021-08-12 | 2024-08-15 | $1,742 | $1,508 | $234 | $234 | |
| 5. INTUIT INC | 2019-01-10 | 2024-09-12 | $3,205 | $1,026 | $2,179 | $2,179 | |
| 3. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-09-12 | $1,545 | $1,703 | -$158 | -$158 | |
| 25. MERCK & CO. INC. | 2024-03-26 | 2024-09-12 | $2,882 | $3,141 | -$259 | -$259 | |
| 6. MICROSOFT CORP | 2018-04-12 | 2024-09-12 | $2,556 | $564 | $1,992 | $1,992 | |
| 40. BANK OF AMERICA CORP | 2024-04-11 | 2024-10-10 | $1,594 | $1,463 | $131 | $131 | |
| 4. INTUIT INC | 2019-01-10 | 2024-10-10 | $2,471 | $821 | $1,650 | $1,650 | |
| 17. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-10-10 | $2,809 | $2,844 | -$35 | -$35 | |
| 6. MCKESSON HBOC INC | 2023-10-12 | 2024-10-10 | $3,044 | $2,763 | $281 | $281 | |
| 2. MCKESSON HBOC INC | 2022-10-13 | 2024-10-10 | $1,015 | $709 | $306 | $306 | |
| 9. MICROSOFT CORP | 2010-08-13 | 2024-10-10 | $3,737 | $220 | $3,517 | $3,517 | |
| 14. PEPSICO INC | 2022-01-13 | 2024-10-10 | $2,410 | $2,442 | -$32 | -$32 | |
| 11. EXTRA SPACE STORAGE INC | 2024-08-15 | 2024-11-14 | $1,797 | $1,841 | -$44 | -$44 | |
| 4. LILLY ELI & COMPANY | 2022-03-10 | 2024-11-14 | $3,164 | $1,037 | $2,127 | $2,127 | |
| 23. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-11-14 | $1,370 | $579 | $791 | $791 | |
| 115. PFIZER INC | 2024-07-30 | 2024-11-14 | $3,014 | $3,607 | -$593 | -$593 | |
| 6. CHUBB LTD | 2024-03-26 | 2024-11-14 | $1,716 | $1,536 | $180 | $180 | |
| 2. AXON ENTERPRISE INC | 2024-02-15 | 2024-12-06 | $1,380 | $545 | $835 | $835 | |
| 4. COSTCO WHOLESALE CORP | 2020-08-13 | 2024-12-06 | $3,974 | $1,276 | $2,698 | $2,698 | |
| 17. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-12-06 | $4,608 | $4,258 | $350 | $350 | |
| 19. WAL MART STORES INC | 2023-08-10 | 2024-12-06 | $1,819 | $1,015 | $804 | $804 | |
| 26. EXXON MOBIL CORP | 2024-04-11 | 2024-12-23 | $2,745 | $3,169 | -$424 | -$424 | |
| 19. IRON MOUNTAIN INC | 2024-05-09 | 2024-12-23 | $1,983 | $1,503 | $480 | $480 | |
| 2. LILLY ELI & COMPANY | 2022-02-10 | 2024-12-23 | $1,584 | $478 | $1,106 | $1,106 | |
| 22. PALANTIR TECHNOLOGIES INC-A | 2024-06-13 | 2024-12-23 | $1,768 | $534 | $1,234 | $1,234 | |
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,513 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,157 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $808 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $808 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $659 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,169 | 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 | $994,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,023,651 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,023,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,008,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,467 | TotalTaxAmt |
| Distributable Before Adj | $48,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,584 | 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 | $46,584 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,087 | 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 | $46,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,087 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,497 | 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 | $39,451 | 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 | $19,000 | |
| KANSAS WESLEYAN UNIVERSITY | ||||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | GENERAL OPERATING SUPPORT | $19,000 | C/O RHONDA BETHE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,283 | 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 | $88,157 | 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 | $14 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,454 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 INCOME TAXABLE IN 2024 | Desc |
| Amt | $453 | 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 | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 INCOME TAXABLE IN 2023 | $541 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $654 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $808 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $240 | $240 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $94 | $94 | $0 |