W HAROLD YOUNG IRREV TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- W HAROLD YOUNG IRREV TR (EIN 43-6873988)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202101229349100405
- Schema version
- 2020v4.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-02T16:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 101405 | 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 | 2021-04-28 | 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 | 2021-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,022,377 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $309,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,827 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,318 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $34,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,380 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,011 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,006 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,006 | 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 | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | 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 | $13,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,093 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $730,885 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $731,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $972,284 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $799,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $781,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,022,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $799,090 | CapitalStockBOYAmt |
| Capital Stock EOY | $781,897 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $799,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $781,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $799,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $781,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $799,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $782,679 | SubtotalAmt |
| Other Decreases | $782 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $781,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 987. RIVERPARK STRATEGIC INCOME FUND I | 2018-03-27 | 2020-01-06 | $8,942 | $9,337 | -$395 | -$395 | |
| 15. APPLE COMPUTER INC | 2018-12-13 | 2020-01-09 | $4,632 | $1,827 | $2,805 | $2,805 | |
| 21. CONSTELLATION BRANDS INC CLASS A | 2017-08-10 | 2020-01-09 | $4,062 | $4,108 | -$46 | -$46 | |
| 30. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-01-09 | $1,631 | $1,563 | $68 | $68 | |
| 672. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2018-03-27 | 2020-03-05 | $7,728 | $9,037 | -$1,309 | -$1,309 | |
| 655. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-22 | 2020-03-05 | $13,414 | $14,777 | -$1,363 | -$1,363 | |
| 103. MANNING & NAPIER INTL. DISCOVERY CL Z | 2018-03-27 | 2020-03-05 | $2,163 | $2,272 | -$109 | -$109 | |
| 298. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2014-07-25 | 2020-03-05 | $3,826 | $4,050 | -$224 | -$224 | |
| 179. VANGUARD INSTITUTIONAL INDEX | 2018-03-27 | 2020-03-05 | $48,792 | $44,778 | $4,014 | $4,014 | |
| 118. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $2,433 | $3,039 | -$606 | -$606 | |
| 40. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $1,412 | $1,879 | -$467 | -$467 | |
| 15. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $481 | $1,324 | -$843 | -$843 | |
| 35. EOG RESOURCES INC | 2016-11-21 | 2020-03-12 | $1,122 | $3,351 | -$2,229 | -$2,229 | |
| 24. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $3,485 | $5,017 | -$1,532 | -$1,532 | |
| 55. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $2,196 | $2,863 | -$667 | -$667 | |
| 20. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $1,919 | $2,497 | -$578 | -$578 | |
| 25000. FEDERAL HOME LOAN MORTGAGE CORP DTD 4/4/2013 1.375% 5/1/2020 | 2015-09-17 | 2020-05-01 | $25,000 | $25,000 | |||
| 25. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $2,291 | $1,711 | $580 | $580 | |
| 90. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $3,200 | $4,155 | -$955 | -$955 | |
| 29. HONEYWELL INTERNATIONAL INC | 2017-08-10 | 2020-05-14 | $3,648 | $3,833 | -$185 | -$185 | |
| 8. BROADCOM INC | 2020-01-09 | 2020-06-11 | $2,359 | $2,443 | -$84 | -$84 | |
| 80. CISCO SYSTEMS INC | 2019-08-15 | 2020-06-11 | $3,508 | $3,695 | -$187 | -$187 | |
| 70. KELLOGG CO | 2019-10-10 | 2020-06-11 | $4,472 | $4,373 | $99 | $99 | |
| 4. DOCUSIGN INC. | 2020-03-12 | 2020-07-09 | $842 | $265 | $577 | $577 | |
| 10. FACEBOOK INC - A SHS | 2016-09-07 | 2020-07-09 | $2,435 | $1,310 | $1,125 | $1,125 | |
| 836. MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-02-22 | 2020-08-10 | $20,883 | $16,320 | $4,563 | $4,563 | |
| 1224. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2019-02-22 | 2020-08-10 | $16,145 | $16,535 | -$390 | -$390 | |
| 30. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $2,445 | $1,676 | $769 | $769 | |
| 6. APPLE COMPUTER INC | 2009-08-07 | 2020-08-13 | $2,766 | $143 | $2,623 | $2,623 | |
| 40. FISERV INC | 2018-09-13 | 2020-09-10 | $3,794 | $3,243 | $551 | $551 | |
| 2. INTUIT INC | 2019-01-10 | 2020-09-10 | $629 | $410 | $219 | $219 | |
| 2. ACCENTURE PLC - CL A | 2018-09-13 | 2020-09-10 | $456 | $345 | $111 | $111 | |
| 955. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-10-02 | $48,430 | $48,352 | $78 | $78 | |
| 13. BECTON DICKINSON & CO | 2018-02-26 | 2020-10-15 | $3,054 | $2,906 | $148 | $148 | |
| 10. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-10-15 | $3,854 | $3,119 | $735 | $735 | |
| 367. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-04 | $18,610 | $18,581 | $29 | $29 | |
| 20. CME GROUP INC | 2018-11-19 | 2020-11-13 | $3,322 | $3,483 | -$161 | -$161 | |
| 8. SALESFORCE.COM INC | 2018-08-08 | 2020-11-13 | $1,997 | $1,163 | $834 | $834 | |
| 3. VISA INC | 2016-10-20 | 2020-11-13 | $632 | $248 | $384 | $384 | |
| 184. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-05 | 2020-11-25 | $9,341 | $9,316 | $25 | $25 | |
| 8. DANAHER CORP | 2017-04-13 | 2020-12-10 | $1,786 | $689 | $1,097 | $1,097 | |
| 12. MICROSOFT CORP | 2018-04-12 | 2020-12-10 | $2,535 | $1,128 | $1,407 | $1,407 | |
| 23. NIKE INC CLASS B | 2018-08-08 | 2020-12-10 | $3,168 | $1,857 | $1,311 | $1,311 | |
| 40. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-10 | $4,597 | $3,246 | $1,351 | $1,351 | |
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,654 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $378 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $378 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $152 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $152 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $226 | 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 | $12,011 | 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 | $858,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $915,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $902,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $378 | TotalTaxAmt |
| Distributable Before Adj | $44,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,806 | 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 | $44,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,806 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,729 | 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 | $44,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,729 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,077 | 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 | $36,652 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,447 | 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 | $17,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,592 | 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 | $782 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,318 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $130 | $130 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $63 | $63 | $0 |