THE WARREN J HUPFER AND IRENE HUPFER CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WARREN J HUPFER AND IRENE HUPFER CHARITABLE FOUNDATION (EIN 48-1025680)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-02
- IRS object ID
- 202100339349101300
- Schema version
- 2019v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-02T15:00:11-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481025680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W J & IRENE HUPFER CHAR FDN 100125 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUPF | 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 | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2021-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2021-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,802,817 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $55,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $739,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,181 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $12,054 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,653 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $136,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,329 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,164 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,164 | 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 | $1,998 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,066 | 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 | $3,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,294 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,967 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,681 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,089 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,226,903 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,236,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,703,728 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,367,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,335,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,802,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,367,093 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,335,213 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,367,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,335,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,367,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,335,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,367,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $2,349,671 | SubtotalAmt |
| Other Decreases | $14,458 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,335,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-10-10 | $4,100 | $1,477 | $2,623 | $2,623 | |
| 40. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-10-10 | $4,016 | $4,397 | -$381 | -$381 | |
| 70. STARBUCKS CORP | 2018-12-13 | 2019-10-10 | $6,006 | $4,686 | $1,320 | $1,320 | |
| 56. XILINX INC | 2019-07-11 | 2019-10-10 | $5,198 | $6,111 | -$913 | -$913 | |
| 25000. SOUTHWEST AIRLINES CO DTD 11/6/2014 2.750% 11/6/2019 | 2016-10-20 | 2019-11-06 | $25,000 | $25,000 | |||
| 25000. FMC CORP DTD 11/30/2009 5.200% 12/15/2019 | 2016-11-10 | 2019-11-08 | $25,085 | $25,072 | $13 | $13 | |
| 45. NEXTERA ENERGY INC | 2016-02-11 | 2019-11-13 | $10,255 | $5,048 | $5,207 | $5,207 | |
| 55. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-11-13 | $5,621 | $5,866 | -$245 | -$245 | |
| 25000. JP MORGAN CHASE & CO DTD 1/25/2013 3.200% 1/25/2023 | 2015-09-09 | 2019-12-12 | $25,733 | $24,779 | $954 | $954 | |
| 44. APPLE COMPUTER INC | 2018-12-13 | 2020-01-09 | $13,587 | $6,432 | $7,155 | $7,155 | |
| 50. CONSTELLATION BRANDS INC CLASS A | 2017-08-10 | 2020-01-09 | $9,673 | $9,773 | -$100 | -$100 | |
| 135. PROGRESSIVE CORP OHIO | 2019-07-11 | 2020-01-09 | $9,949 | $10,336 | -$387 | -$387 | |
| 85. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-01-09 | $4,620 | $4,428 | $192 | $192 | |
| 20000. MORGAN STANLEY DTD 1/27/2015 2.650% 1/27/2020 | 2016-05-23 | 2020-01-27 | $20,000 | $20,000 | |||
| 2370. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-26 | 2020-03-05 | $27,255 | $30,602 | -$3,347 | -$3,347 | |
| 2052. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $42,025 | $46,293 | -$4,268 | -$4,268 | |
| 71. ISHARES CORE S&P 500 ETF | 2014-06-24 | 2020-03-05 | $21,554 | $13,905 | $7,649 | $7,649 | |
| 3.04611 VANGUARD INSTITUTIONAL INDEX | 2019-12-24 | 2020-03-05 | $830 | $882 | -$52 | -$52 | |
| 2.71789 VANGUARD INSTITUTIONAL INDEX | 2019-12-24 | 2020-03-05 | $741 | $787 | -$46 | -$46 | |
| 411.236 VANGUARD INSTITUTIONAL INDEX | 2016-09-22 | 2020-03-05 | $112,095 | $96,182 | $15,913 | $15,913 | |
| 300. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $6,186 | $8,101 | -$1,915 | -$1,915 | |
| 110. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $3,884 | $5,166 | -$1,282 | -$1,282 | |
| 40. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $1,283 | $3,530 | -$2,247 | -$2,247 | |
| 95. EOG RESOURCES INC | 2015-08-13 | 2020-03-12 | $3,046 | $7,656 | -$4,610 | -$4,610 | |
| 64. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $9,292 | $13,400 | -$4,108 | -$4,108 | |
| 25000. AMERIPRISE FINANCIAL INC DTD 3/11/2010 5.300% 3/15/2020 | 2015-12-17 | 2020-03-16 | $25,000 | $25,000 | |||
| 145. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $5,789 | $7,548 | -$1,759 | -$1,759 | |
| 54. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $5,181 | $6,741 | -$1,560 | -$1,560 | |
| 65. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $5,957 | $4,448 | $1,509 | $1,509 | |
| 240. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $8,532 | $11,065 | -$2,533 | -$2,533 | |
| 70. HONEYWELL INTERNATIONAL INC | 2015-10-16 | 2020-05-14 | $8,806 | $6,480 | $2,326 | $2,326 | |
| 20. BROADCOM INC | 2020-01-09 | 2020-06-11 | $5,897 | $6,108 | -$211 | -$211 | |
| 230. CISCO SYSTEMS INC | 2020-01-09 | 2020-06-11 | $10,085 | $10,652 | -$567 | -$567 | |
| 185. KELLOGG CO | 2019-10-10 | 2020-06-11 | $11,818 | $11,556 | $262 | $262 | |
| 15. DOCUSIGN INC. | 2020-06-11 | 2020-07-09 | $3,156 | $1,403 | $1,753 | $1,753 | |
| 22. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $5,357 | $1,794 | $3,563 | $3,563 | |
| 264.521 NUANCE MID CAP VALUE - I | 2019-12-20 | 2020-08-11 | $3,391 | $3,579 | -$188 | -$188 | |
| 2365.743 MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-02-22 | 2020-08-11 | $59,002 | $44,539 | $14,463 | $14,463 | |
| 20000. PNC FUNDING CORP DTD 8/11/2010 4.375% 8/11/2020 | 2016-05-23 | 2020-08-11 | $20,000 | $20,000 | |||
| 3079.107 DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2015-08-10 | 2020-08-11 | $40,860 | $41,348 | -$488 | -$488 | |
| 299.01 VANGUARD INSTITUTIONAL INDEX | 2019-06-20 | 2020-08-11 | $89,042 | $73,478 | $15,564 | $15,564 | |
| 79. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $6,439 | $4,415 | $2,024 | $2,024 | |
| 2. AMAZON COM INC | 2016-06-08 | 2020-08-13 | $6,351 | $1,454 | $4,897 | $4,897 | |
| 15. APPLE COMPUTER INC | 2016-02-11 | 2020-08-13 | $6,915 | $1,401 | $5,514 | $5,514 | |
| 100. FISERV INC | 2018-09-13 | 2020-09-10 | $9,484 | $8,108 | $1,376 | $1,376 | |
| CAPITAL GAIN DIVIDENDS | $6,065 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,181 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,674,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050343 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,755,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $128,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,648,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,676 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,595,793 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,672,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029608 | DistributionYr5Rt |
| Total Distribution | 0.225476 | TotalDistributionRt |
| Average Distribution | 0.045095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,744,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,157 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,931 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,157 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,068 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $89 | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | 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 | 64103 | 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 | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $32,329 | 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 | $2,573,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,786,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,786,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,744,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,157 | TotalTaxAmt |
| Distributable Before Adj | $136,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,931 | 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 | $132,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,157 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $131,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $115,965 | 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 | $132,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $115,965 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,966 | 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 | $119,091 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 221 N MAPLE ST | RUSSELL | KS | 676652738 | NONE | PC | ANNUAL DISTRIBUTION | $23,193 | |
| RUSSELL SR CITIZENS ORGANIZATION INC | ||||||||
| 518 N MAIN ST | RUSSELL | KS | 676652733 | NONE | PC | ANNUAL DISTRIBUTION | $11,597 | |
| KS STATE UNIVERSITY ENDOWMENT FDN | ||||||||
| 1800 KIMBALL AVENUE | MANHATTAN | KS | 665023373 | NONE | PC | ANNUAL DISTRIBUTION | $17,395 | |
| OTTERBEIN UNITED METHODIST CHURCH | ||||||||
| 136 W WISCONSIN | RUSSELL | KS | 67665 | NONE | PC | ANNUAL DISTRIBUTION | $2,319 | |
| BUNKER HILL UNITED | ||||||||
| PO BOX 34 | BUNKER HILL | KS | 67626 | NONE | PC | ANNUAL DISTRIBUTION | $5,798 | METHODIST CHURCH |
| RUSSEL REGIONAL HOSPITAL | ||||||||
| 200 S MAIN ST | RUSSELL | KS | 67665 | NONE | PC | ANNUAL DISTRIBUTION | $6,958 | |
| RUSSEL CITY LIBRARY | ||||||||
| 126 E WISCONSIN ST | RUSSELL | KS | 676652005 | NONE | GOV | ANNUAL DISTRIBUTION | $5,798 | |
| KS AREA UNITED METHODIST FDN INC | ||||||||
| PO BOX 605 | HUTCHINSON | KS | 675040605 | NONE | PC | ANNUAL DISTRIBUTION | $17,395 | |
| KANSAS WESLEYAN UNIVERSITY | ||||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | ANNUAL DISTRIBUTION | $11,597 | C/O WAYNE SCHNEIDER |
| BUNKER HILL HISTORICAL SOCIETY | ||||||||
| PO BOX 112 | BUNKER HILL | KS | 67626 | NONE | PC | ANNUAL DISTRIBUTION | $1,160 | |
| EMBERHOPE YOUTHVILLE | ||||||||
| 900 W BROADWAY | NEWTON | KS | 67210 | NONE | PC | ANNUAL DISTRIBUTION | $11,597 | |
| CITY OF RUSSELL | ||||||||
| 133 W 8TH ST | RUSSELL | KS | 67665 | NONE | PC | ANNUAL DISTRIBUTION | $1,160 | CITY MANAGER - RALPH WISE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,967 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,728 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,181 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX REFUND | 1 | $401 |
| ROYALTY INCOME | 4 | $11,653 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,963 | 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 |
|---|---|
| CORPORATE ACTION TRANSFER TO INCOME | $2,861 |
| RETURN OF FUND | $11,597 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,294 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $401 | $0 |
| ROYALTY INCOME | $11,653 | $11,653 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $20 | $20 | $0 |
| STATE INCOME TAXES - INCOME | $114 | $114 | $0 |
| FEDERAL ESTIMATES - INCOME | $932 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $757 | $757 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $175 | $175 | $0 |