W HAROLD YOUNG IRREV TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- W HAROLD YOUNG IRREV TR (EIN 43-6873988)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202241259349101789
- Schema version
- 2021v4.1
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T19:00:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,094,895 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $302,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,967 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $102,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,899 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,519 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,760 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,760 | 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 | $983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $377 | 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 | $15,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,675 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $731,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $813,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,078,220 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $781,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $830,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,094,895 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $781,897 | CapitalStockBOYAmt |
| Capital Stock EOY | $830,491 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $781,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $830,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $781,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $830,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $781,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $830,725 | SubtotalAmt |
| Other Decreases | $234 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $830,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-01-14 | $1,971 | $1,608 | $363 | $363 | |
| 55. MERCK & CO. INC. | 2018-11-19 | 2021-01-14 | $4,517 | $4,206 | $311 | $311 | |
| 140. TWITTER INC | 2020-09-10 | 2021-01-14 | $6,391 | $4,658 | $1,733 | $1,733 | |
| 2. ALPHABET INC | 2018-12-13 | 2021-02-11 | $4,163 | $2,141 | $2,022 | $2,022 | |
| 14. APPLE COMPUTER INC | 2009-08-07 | 2021-02-11 | $1,886 | $83 | $1,803 | $1,803 | |
| 70. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $5,332 | $3,945 | $1,387 | $1,387 | |
| 40. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $4,514 | $4,203 | $311 | $311 | |
| 59.38798 DODGE & COX INCOME | 2020-12-21 | 2021-03-03 | $855 | $867 | -$12 | -$12 | |
| 394.509 DODGE & COX INCOME | 2019-12-20 | 2021-03-03 | $5,681 | $5,505 | $176 | $176 | |
| 22.10302 DODGE & COX INCOME | 2020-12-21 | 2021-03-03 | $318 | $323 | -$5 | -$5 | |
| 441.839 DRIEHAUS EMERG MKTS GRW-INST | 2020-12-17 | 2021-03-03 | $22,706 | $19,717 | $2,989 | $2,989 | |
| 170. OAKMARK INTERNATIONAL-INST | 2019-02-22 | 2021-03-03 | $4,854 | $3,835 | $1,019 | $1,019 | |
| 26. ISHARES TR S&P MIDCAP 400 INDEX FUND | 2007-08-23 | 2021-03-03 | $6,580 | $2,208 | $4,372 | $4,372 | |
| 53. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2009-12-07 | 2021-03-03 | $5,717 | $1,398 | $4,319 | $4,319 | |
| 460.894 RAINIER INTL DSCVRY-Z | 2017-06-06 | 2021-03-03 | $14,408 | $8,613 | $5,795 | $5,795 | |
| 8.119 RAINIER INTL DSCVRY-Z | 2020-12-15 | 2021-03-03 | $254 | $236 | $18 | $18 | |
| 85. VANGUARD INST INDEX-INST | 2019-12-24 | 2021-03-03 | $28,727 | $21,138 | $7,589 | $7,589 | |
| 243.873 DRIEHAUS SMALL CAP GROW-INST | 2020-12-17 | 2021-03-11 | $6,677 | $4,586 | $2,091 | $2,091 | |
| 6. ADOBE SYSTEMS INC | 2018-06-14 | 2021-03-15 | $2,665 | $1,138 | $1,527 | $1,527 | |
| 40. CVS CORPORATION | 2021-01-14 | 2021-03-15 | $2,988 | $3,005 | -$17 | -$17 | |
| 6. COSTAR GROUP INC | 2019-11-13 | 2021-03-15 | $5,014 | $3,384 | $1,630 | $1,630 | |
| 25. DOLLAR GENERAL CORP | 2019-02-14 | 2021-03-15 | $4,848 | $2,979 | $1,869 | $1,869 | |
| 8. FIVE BELOW | 2019-02-14 | 2021-04-15 | $1,574 | $1,043 | $531 | $531 | |
| 12. LULULEMON ATHLETICA INC | 2020-09-10 | 2021-04-15 | $3,907 | $3,792 | $115 | $115 | |
| 25000. FEDERAL NATIONAL MORTGAGE ASSN DTD 5/16/2016 1.250% 5/6/2021 | 2016-06-10 | 2021-05-06 | $25,000 | $24,949 | $51 | $51 | |
| 9. REGENERON PHARMACEUTICALS | 2021-01-14 | 2021-05-13 | $4,646 | $5,051 | -$405 | -$405 | |
| 11. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2021-05-13 | $2,927 | $2,574 | $353 | $353 | |
| 15. APPLE COMPUTER INC | 2009-08-07 | 2021-06-10 | $1,890 | $89 | $1,801 | $1,801 | |
| 7. DOCUSIGN INC | 2020-03-12 | 2021-06-10 | $1,693 | $463 | $1,230 | $1,230 | |
| 25. ECOLAB INC | 2018-09-13 | 2021-06-10 | $5,345 | $3,780 | $1,565 | $1,565 | |
| 10. HOME DEPOT INC | 2018-06-14 | 2021-06-10 | $3,082 | $1,998 | $1,084 | $1,084 | |
| 59. VANGUARD INST INDEX-INST | 2020-03-26 | 2021-06-22 | $21,952 | $12,851 | $9,101 | $9,101 | |
| 32. ACTIVISION BLIZZARD INC | 2020-03-12 | 2021-08-12 | $2,722 | $1,768 | $954 | $954 | |
| 29. BOEING CO | 2021-03-15 | 2021-08-12 | $6,904 | $6,730 | $174 | $174 | |
| 7. DISNEY WALT HOLDING CO | 2020-08-13 | 2021-08-12 | $1,255 | $920 | $335 | $335 | |
| 35. DISNEY WALT HOLDING CO | 2018-12-13 | 2021-08-12 | $6,274 | $3,966 | $2,308 | $2,308 | |
| 30. INTERCONTINENTAL EXCHANGE IN | 2021-01-14 | 2021-08-12 | $3,539 | $3,467 | $72 | $72 | |
| 43. MICRON TECHNOLOGY INC | 2021-04-15 | 2021-08-12 | $3,032 | $3,886 | -$854 | -$854 | |
| 17. ABBVIE INC | 2021-01-14 | 2021-09-17 | $1,831 | $1,902 | -$71 | -$71 | |
| 25. ABBVIE INC | 2020-05-14 | 2021-09-17 | $2,693 | $2,253 | $440 | $440 | |
| 38. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-15 | 2021-09-17 | $5,473 | $5,322 | $151 | $151 | |
| 24. STARBUCKS CORP | 2020-06-11 | 2021-09-17 | $2,721 | $1,712 | $1,009 | $1,009 | |
| 27. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $5,233 | $5,713 | -$480 | -$480 | |
| 24. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $7,889 | $4,123 | $3,766 | $3,766 | |
| 12. FEDEX CORP | 2020-10-15 | 2021-10-14 | $2,723 | $3,377 | -$654 | -$654 | |
| 7. BLOCK INC | 2021-08-12 | 2021-10-14 | $1,738 | $1,887 | -$149 | -$149 | |
| 133. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $5,991 | $6,120 | -$129 | -$129 | |
| 21. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $4,238 | $4,538 | -$300 | -$300 | |
| 15. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $2,999 | $3,664 | -$665 | -$665 | |
| 46. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $5,324 | $3,207 | $2,117 | $2,117 | |
| 15. TEXAS INSTRUMENTS INC | 2019-09-13 | 2021-12-09 | $2,916 | $1,950 | $966 | $966 | |
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,256 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,967 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $380 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $380 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $937 | 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 | $13,519 | 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 | $1,030,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,063,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,063,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,048,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,317 | TotalTaxAmt |
| Distributable Before Adj | $51,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,560 | 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 | $45,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,652 | 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 | $45,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,652 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,908 | 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 | $42,175 | 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 | $22,158 | 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 | $79,967 | 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 | $102,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,125 | 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 | CORPORATE ACTION ADJUSTMENT | Desc |
| Amt | $234 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| WASH SALE ADJUSTMENT | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $226 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $380 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $313 | $313 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $64 | $64 | $0 |