OLIVER L HAGG CHARITABLE TRUST II 100131: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OLIVER L HAGG CHARITABLE TRUST II 100131 (EIN 48-6303469)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-08-31
- IRS object ID
- 202322439349100012
- 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 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 | 486303469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVER L HAGG CHARITABLE TRUST II 10013100 | 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 | $631,546 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,290 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,645 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,645 | 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 | $727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $236 | 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 | $10,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,579 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,809 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $613,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $556,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $600,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $624,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $631,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $624,845 | CapitalStockBOYAmt |
| Capital Stock EOY | $587,003 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $624,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $624,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $624,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $587,235 | SubtotalAmt |
| Other Decreases | $232 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $587,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 75.104 BGF INTERNATIONAL ALPHA-INST | 2021-12-29 | 2022-05-27 | $885 | $1,152 | -$267 | -$267 | |
| 1434.896 BGF INTERNATIONAL ALPHA-INST | 2020-12-29 | 2022-05-27 | $16,903 | $21,057 | -$4,154 | -$4,154 | |
| 772.766 OAKMARK INTERNATIONAL-INST | 2020-08-11 | 2022-05-27 | $19,582 | $16,859 | $2,723 | $2,723 | |
| 79.841 BLACKROCK EQTY DVDND-K | 2021-07-16 | 2022-06-17 | $1,545 | $1,782 | -$237 | -$237 | |
| 503.015 DODGE & COX INCOME-I | 2022-02-24 | 2022-06-17 | $6,313 | $6,806 | -$493 | -$493 | |
| 673.316 DOUBLELINE TTL RTRN BND-I | 2022-04-05 | 2022-06-17 | $6,242 | $6,793 | -$551 | -$551 | |
| 102.273 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2022-06-17 | $1,193 | $1,537 | -$344 | -$344 | |
| 90.63 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-06-17 | $1,134 | $1,230 | -$96 | -$96 | |
| 502.521 PGIM HIGH YIELD-R6 | 2022-04-05 | 2022-06-17 | $2,347 | $2,608 | -$261 | -$261 | |
| 14.2 TRIBUTARY SMALL COMP-INST+ | 2021-12-16 | 2022-06-17 | $395 | $463 | -$68 | -$68 | |
| 1268.179 VANGUARD TTL BD MKT IDX-ADM | 2021-04-01 | 2022-06-17 | $12,428 | $14,343 | -$1,915 | -$1,915 | |
| 11264.589 VANGUARD TTL BD MKT IDX-ADM | 2021-04-01 | 2022-08-25 | $111,632 | $117,294 | -$5,662 | -$5,662 | |
| 1159.619 PGIM HIGH YIELD-R6 | 2022-04-05 | 2022-08-29 | $5,508 | $5,972 | -$464 | -$464 | |
| 5452.348 PGIM HIGH YIELD-R6 | 2021-03-02 | 2022-08-29 | $25,899 | $29,703 | -$3,804 | -$3,804 | |
| 10631.626 VANGUARD INTRM BND IDX-ADM | 2022-08-26 | 2022-10-06 | $105,997 | $112,057 | -$6,060 | -$6,060 | |
| 5948.265 VANGUARD HI YLD CORP-ADM | 2022-08-30 | 2022-10-06 | $30,158 | $31,050 | -$892 | -$892 | |
| 154.89 NUANCE MID CAP VALUE-INST | 2021-12-21 | 2022-11-01 | $1,947 | $2,102 | -$155 | -$155 | |
| 191.759 NUANCE MID CAP VALUE-INST | 2016-11-21 | 2022-11-01 | $2,410 | $2,188 | $222 | $222 | |
| 241.111 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-01-13 | $5,280 | $4,694 | $586 | $586 | |
| 216.268 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-01-13 | $4,124 | $4,771 | -$647 | -$647 | |
| 470.854 NUANCE MID CAP VALUE-INST | 2016-11-21 | 2023-01-13 | $5,942 | $5,372 | $570 | $570 | |
| 135.864 PRINCIPAL BLUE CHIP-R6 | 2022-04-05 | 2023-01-13 | $4,083 | $4,906 | -$823 | -$823 | |
| 15.99637 VANGUARD INST INDEX-INST | 2021-12-29 | 2023-01-13 | $5,362 | $5,692 | -$330 | -$330 | |
| 3.61063 VANGUARD INST INDEX-INST | 2021-03-25 | 2023-01-13 | $1,210 | $1,222 | -$12 | -$12 | |
| 25.845 CHAMPLAIN MID CAP FUND-INST | 2019-06-04 | 2023-04-20 | $560 | $503 | $57 | $57 | |
| 94.167 BLACKROCK EQTY DVDND-K | 2022-11-30 | 2023-04-20 | $1,776 | $1,790 | -$14 | -$14 | |
| 19.557 BLACKROCK EQTY DVDND-K | 2022-04-05 | 2023-04-20 | $369 | $427 | -$58 | -$58 | |
| 219.497 DODGE & COX INCOME-I | 2023-01-13 | 2023-04-20 | $2,737 | $2,759 | -$22 | -$22 | |
| 304.984 DOUBLELINE TTL RTRN BND-I | 2023-01-13 | 2023-04-20 | $2,733 | $2,757 | -$24 | -$24 | |
| 93.103 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-01-13 | 2023-04-20 | $1,099 | $1,122 | -$23 | -$23 | |
| 63.24 MFS INSTL INTL EQUITY FUND | 2023-01-13 | 2023-04-20 | $2,007 | $1,862 | $145 | $145 | |
| 44.504 NUANCE MID CAP VALUE-INST | 2016-11-21 | 2023-04-20 | $561 | $508 | $53 | $53 | |
| 71.927 PRINCIPAL BLUE CHIP-R6 | 2021-12-13 | 2023-04-20 | $2,236 | $2,930 | -$694 | -$694 | |
| 357.41 PGIM HIGH YIELD-R6 | 2023-01-13 | 2023-04-20 | $1,648 | $1,676 | -$28 | -$28 | |
| 40.019 TRIBUTARY SMALL COMP-INST+ | 2023-01-13 | 2023-04-20 | $1,078 | $1,125 | -$47 | -$47 | |
| 609.636 VANGUARD TTL BD MKT IDX-ADM | 2023-01-13 | 2023-04-20 | $5,907 | $5,938 | -$31 | -$31 | |
| 133.694 VANGUARD DEV MKT INDX-ADM | 2016-10-20 | 2023-04-20 | $1,985 | $1,589 | $396 | $396 | |
| 16.839 VANGUARD INST INDEX-INST | 2021-03-09 | 2023-04-20 | $5,808 | $5,135 | $673 | $673 | |
| 5.13 VANGUARD SML CAP INDX-ADM | 2023-01-13 | 2023-04-20 | $464 | $482 | -$18 | -$18 | |
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,517 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $148 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $148 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $524 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $524 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $376 | OverpaymentAmt |
| Applied To ES Tax | $148 | AppliedToESTaxAmt |
| Refund | $228 | 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 AVE | 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 | 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 | $9,290 | 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 | $609,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $639,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $639,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $629,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $148 | TotalTaxAmt |
| Distributable Before Adj | $31,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,770 | 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 | $35,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,324 | 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 | $35,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,324 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,446 | 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 | $25,893 | 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 (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SALINA AREA CHAMBER OF COMMERCE | ||||||||
| FOUNDATION - ATTN ERIC BROWN | 120 W ASH ST | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $6,065 |
| THE FIRST TEE - SALINE COUNTY | ||||||||
| 2500 E CRAWFORD ST | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $6,065 | |
| SALVATION ARMY OF SALINA KANSAS | ||||||||
| 5550 PRARIES STONE PARKWAY | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $6,065 | |
| FIRST COVENANT CHURCH | ||||||||
| 2625 E MAGNOLIA RD | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $6,065 | |
| AM AMBUCS | ||||||||
| PO BOX 1952 | SALINA | KS | 674021952 | NONE | PC | SUPPORT OF CHARITABLE | $6,065 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,325 | 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 | $15,535 | 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 | -$12,003 | 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 | $3,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,532 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| COST BASIS ADJUSTMENT | $230 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $491 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $203 | $203 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $33 | $33 | $0 |