OLIVER L HAGG CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OLIVER L HAGG CHARITABLE TRUST (EIN 48-6303468)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-08-31
- IRS object ID
- 202312439349100206
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-31T10:00:24-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | 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 | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486303468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVER L HAGG CHARITABLE TRUST 10013000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAGG | BusinessNameControlTxt |
| Phone | 8168607711 | 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 | 8168607711 | PhoneNum |
| Signature | 2023-07-14 | 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 | 2023-07-14 | 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 | $449,971 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,618 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,309 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,309 | 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 | $520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $168 | 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 |
| Tot Opr Expenses Rev And Expnss | $7,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,109 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,494 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,270 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $418,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $380,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $429,701 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $427,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $449,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $427,134 | CapitalStockBOYAmt |
| Capital Stock EOY | $400,658 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $427,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $400,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $400,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $427,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $400,815 | SubtotalAmt |
| Other Decreases | $157 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $400,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 53.439 BGF INTERNATIONAL ALPHA-INST | 2021-12-29 | 2022-05-27 | $630 | $820 | -$190 | -$190 | |
| 1022.242 BGF INTERNATIONAL ALPHA-INST | 2020-12-29 | 2022-05-27 | $12,042 | $15,001 | -$2,959 | -$2,959 | |
| 550.497 OAKMARK INTERNATIONAL-INST | 2020-08-11 | 2022-05-27 | $13,950 | $12,009 | $1,941 | $1,941 | |
| 56.478 BLACKROCK EQTY DVDND-K | 2021-07-16 | 2022-06-17 | $1,093 | $1,261 | -$168 | -$168 | |
| 357.616 DODGE & COX INCOME-I | 2022-02-24 | 2022-06-17 | $4,488 | $4,839 | -$351 | -$351 | |
| 478.681 DOUBLELINE TTL RTRN BND-I | 2022-04-05 | 2022-06-17 | $4,437 | $4,829 | -$392 | -$392 | |
| 72.364 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2022-06-17 | $844 | $1,088 | -$244 | -$244 | |
| 64.563 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-06-17 | $808 | $876 | -$68 | -$68 | |
| 356.813 PGIM HIGH YIELD-R6 | 2022-04-05 | 2022-06-17 | $1,666 | $1,852 | -$186 | -$186 | |
| 10.12 TRIBUTARY SMALL COMP-INST+ | 2021-12-16 | 2022-06-17 | $281 | $330 | -$49 | -$49 | |
| 901.432 VANGUARD TTL BD MKT IDX-ADM | 2021-03-02 | 2022-06-17 | $8,834 | $10,195 | -$1,361 | -$1,361 | |
| 8026.57 VANGUARD TTL BD MKT IDX-ADM | 2021-04-01 | 2022-08-25 | $79,543 | $83,579 | -$4,036 | -$4,036 | |
| 827.306 PGIM HIGH YIELD-R6 | 2022-04-05 | 2022-08-29 | $3,930 | $4,261 | -$331 | -$331 | |
| 3884.044 PGIM HIGH YIELD-R6 | 2021-03-02 | 2022-08-29 | $18,449 | $21,159 | -$2,710 | -$2,710 | |
| 7575.553 VANGUARD INTRM BND IDX-ADM | 2022-08-26 | 2022-10-06 | $75,528 | $79,846 | -$4,318 | -$4,318 | |
| 4238.429 VANGUARD HI YLD CORP-ADM | 2022-08-30 | 2022-10-06 | $21,489 | $22,125 | -$636 | -$636 | |
| 110.363 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-11-01 | $1,387 | $1,498 | -$111 | -$111 | |
| 136.581 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2022-11-01 | $1,717 | $1,542 | $175 | $175 | |
| 171.76 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-01-13 | $3,762 | $3,344 | $418 | $418 | |
| 154.509 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-01-13 | $2,946 | $3,408 | -$462 | -$462 | |
| 335.423 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2023-01-13 | $4,233 | $3,787 | $446 | $446 | |
| 97.066 PRINCIPAL BLUE CHIP-R6 | 2022-04-05 | 2023-01-13 | $2,917 | $3,505 | -$588 | -$588 | |
| 11.45747 VANGUARD INST INDEX-INST | 2021-12-29 | 2023-01-13 | $3,841 | $4,058 | -$217 | -$217 | |
| 2.57253 VANGUARD INST INDEX-INST | 2021-03-25 | 2023-01-13 | $862 | $871 | -$9 | -$9 | |
| 13.231 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-04-17 | $289 | $258 | $31 | $31 | |
| 43.62 BLACKROCK EQTY DVDND-K | 2022-11-30 | 2023-04-17 | $826 | $829 | -$3 | -$3 | |
| 43.029 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-01-13 | 2023-04-17 | $515 | $519 | -$4 | -$4 | |
| 74.578 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2023-04-17 | $2,354 | $2,195 | $159 | $159 | |
| 19.911 NUANCE MID CAP VALUE-INST | 2016-11-16 | 2023-04-17 | $250 | $225 | $25 | $25 | |
| 69.043 PRINCIPAL BLUE CHIP-R6 | 2022-04-05 | 2023-04-17 | $2,142 | $2,736 | -$594 | -$594 | |
| 613.005 VANGUARD TTL BD MKT IDX-ADM | 2023-01-13 | 2023-04-17 | $5,916 | $5,971 | -$55 | -$55 | |
| 140.801 VANGUARD DEV MKT INDX-ADM | 2015-02-18 | 2023-04-17 | $2,089 | $1,808 | $281 | $281 | |
| 17.027 VANGUARD INST INDEX-INST | 2021-03-09 | 2023-04-17 | $5,903 | $5,063 | $840 | $840 | |
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,493 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $372 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $267 | OverpaymentAmt |
| Applied To ES Tax | $108 | AppliedToESTaxAmt |
| Refund | $159 | 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 | 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 | 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 AVE | 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 | $6,618 | 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 | $434,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $455,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $455,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $448,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105 | TotalTaxAmt |
| Distributable Before Adj | $22,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,494 | 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 | $25,494 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,376 | 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 | $25,494 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,376 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,118 | 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 | $18,209 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COVENANT CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 E MAGNOLIA RD | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674019076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT OF CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $21,385 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,385 | 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 | $11,059 | 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 | -$8,056 | 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 | $3,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,003 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $157 | Amt |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $352 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $145 | $145 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | $23 | $0 |