OLIVER L HAGG CHARITABLE TRUST II 100131: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OLIVER L HAGG CHARITABLE TRUST II 100131 (EIN 48-6303469)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-08-01
- IRS object ID
- 202502139349101100
- Schema version
- 2024v5.2
- 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 | 2025-08-01T16:01:26-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | 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 | 2024-05-01 | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2025-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $677,266 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,794 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $56,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,246 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,123 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,123 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | 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 | $11,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,555 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $565,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $560,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $642,711 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $576,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $594,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $677,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $576,253 | CapitalStockBOYAmt |
| Capital Stock EOY | $594,905 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $576,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $594,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $576,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $594,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $576,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $594,919 | SubtotalAmt |
| Other Decreases | $14 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $594,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 302.46 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-07-31 | $13,611 | $7,283 | $6,328 | $6,328 | |
| 144.44 FIDELITY MID CAP INDX | 2023-11-08 | 2024-11-19 | $5,161 | $3,826 | $1,335 | $1,335 | |
| 109.196 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-03-13 | 2024-11-19 | $1,342 | $1,390 | -$48 | -$48 | |
| 777.557 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-03-02 | 2024-11-19 | $9,556 | $11,687 | -$2,131 | -$2,131 | |
| 26. ISHARES MSCI USA QUALITY FAC | 2023-06-05 | 2024-11-19 | $4,679 | $3,377 | $1,302 | $1,302 | |
| 277.13 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2024-11-19 | $9,603 | $8,156 | $1,447 | $1,447 | |
| 26.576 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2024-11-19 | $1,282 | $640 | $642 | $642 | |
| 73.556 TRIBUTARY SMALL COMP-INST+ | 2022-04-05 | 2024-11-19 | $2,483 | $2,384 | $99 | $99 | |
| 9.671 VANGUARD DEV MKT INDX-ADM | 2024-03-14 | 2024-11-19 | $153 | $155 | -$2 | -$2 | |
| 560.161 VANGUARD DEV MKT INDX-ADM | 2022-06-17 | 2024-11-19 | $8,879 | $6,644 | $2,235 | $2,235 | |
| 7.539 VANGUARD SML CAP INDX-ADM | 2021-03-22 | 2024-11-19 | $898 | $782 | $116 | $116 | |
| 587.737 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2023-01-13 | 2025-01-08 | $6,894 | $7,183 | -$289 | -$289 | |
| 89. ISHARES INTERMEDIATE GOVERNM | 2024-11-19 | 2025-01-08 | $9,249 | $9,254 | -$5 | -$5 | |
| 532. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-01-08 | $55,284 | $55,014 | $270 | $270 | |
| 423.468 MFS INSTL INTL EQUITY FUND | 2022-05-27 | 2025-01-08 | $14,449 | $12,463 | $1,986 | $1,986 | |
| 14.202 PRINCIPAL BLUE CHIP-R6 | 2024-12-12 | 2025-01-08 | $658 | $682 | -$24 | -$24 | |
| 331.545 PRINCIPAL BLUE CHIP-R6 | 2019-06-04 | 2025-01-08 | $15,357 | $7,984 | $7,373 | $7,373 | |
| 46.24 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-01-08 | $1,414 | $1,500 | -$86 | -$86 | |
| 421.417 TRIBUTARY SMALL COMP-INST+ | 2023-12-14 | 2025-01-08 | $12,887 | $12,292 | $595 | $595 | |
| 2019.246 VANGUARD DEV MKT INDX-ADM | 2016-12-14 | 2025-01-08 | $31,339 | $23,582 | $7,757 | $7,757 | |
| 90.27 VANGUARD SML CAP INDX-ADM | 2023-01-13 | 2025-01-08 | $10,465 | $9,158 | $1,307 | $1,307 | |
| 624.563 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-03-17 | $6,489 | $6,445 | $44 | $44 | |
| 249.302 DODGE & COX INCOME-I | 2024-03-13 | 2025-03-17 | $3,159 | $3,129 | $30 | $30 | |
| 115.298 FIDELITY MID CAP INDX | 2025-01-08 | 2025-03-17 | $3,796 | $3,921 | -$125 | -$125 | |
| 13. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-03-17 | $1,201 | $1,331 | -$130 | -$130 | |
| 182.386 MFS BLND RESRCH M/C EQ-R6 | 2024-11-19 | 2025-03-17 | $2,526 | $2,958 | -$432 | -$432 | |
| 46.261 PGIM HIGH YIELD-R6 | 2024-11-19 | 2025-03-17 | $222 | $223 | -$1 | -$1 | |
| 97.896 PGIM HIGH YIELD-R6 | 2024-03-13 | 2025-03-17 | $469 | $463 | $6 | $6 | |
| 578.668 BAIRD INTERMEDIATE BOND-INST | 2023-12-21 | 2025-04-02 | $6,030 | $5,972 | $58 | $58 | |
| 15.927 CAUSEWAY EMERGING MKTS-INST | 2025-03-17 | 2025-04-02 | $177 | $182 | -$5 | -$5 | |
| 140.438 DODGE & COX INCOME-I | 2024-03-13 | 2025-04-02 | $1,775 | $1,763 | $12 | $12 | |
| 10.509 FIDELITY INTL INDX | 2025-03-17 | 2025-04-02 | $542 | $558 | -$16 | -$16 | |
| 14.084 FIDELITY SML CAP INDX | 2025-01-08 | 2025-04-02 | $359 | $391 | -$32 | -$32 | |
| 44.957 FIDELITY MID CAP INDX | 2025-01-08 | 2025-04-02 | $1,490 | $1,529 | -$39 | -$39 | |
| 18.808 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2025-03-17 | 2025-04-02 | $229 | $231 | -$2 | -$2 | |
| 14. INVESCO S&P MIDCAP QUAL ETF | 2024-11-19 | 2025-04-02 | $1,309 | $1,433 | -$124 | -$124 | |
| 4.00023 ISHARES MSCI USA QUALITY FAC | 2025-01-08 | 2025-04-02 | $688 | $716 | -$28 | -$28 | |
| 14.99977 ISHARES MSCI USA QUALITY FAC | 2025-01-08 | 2025-04-02 | $2,579 | $2,684 | -$105 | -$105 | |
| 10.283 MFS INSTL INTL EQUITY FUND | 2025-03-17 | 2025-04-02 | $373 | $384 | -$11 | -$11 | |
| 213.857 PGIM HIGH YIELD-R6 | 2024-03-13 | 2025-04-02 | $1,020 | $1,012 | $8 | $8 | |
| 12.354 TRIBUTARY SMALL COMP-INST+ | 2025-03-17 | 2025-04-02 | $351 | $353 | -$2 | -$2 | |
| 3.508 VANGUARD INST INDEX-INST | 2025-03-25 | 2025-04-02 | $1,617 | $1,681 | -$64 | -$64 | |
| 16.489 VANGUARD INST INDEX-INST | 2024-03-22 | 2025-04-02 | $7,599 | $4,961 | $2,638 | $2,638 | |
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,770 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $288 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $288 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $428 | 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 | 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 | $10,246 | 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 | $685,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $707,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $707,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $696,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $716 | TotalTaxAmt |
| Distributable Before Adj | $34,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,403 | 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 | $32,403 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,281 | 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 | $32,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,281 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,122 | 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 | $27,997 | 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 | $5,256 |
| THE FIRST TEE - SALINE COUNTY | ||||||||
| 2500 E CRAWFORD ST | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $5,256 | |
| SALVATION ARMY OF SALINA KANSAS | ||||||||
| 5550 PRARIES STONE PARKWAY | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $5,256 | |
| FIRST COVENANT CHURCH | ||||||||
| 2625 E MAGNOLIA RD | SALINA | KS | 67401 | NONE | PC | SUPPORT OF CHARITABLE | $5,256 | |
| AM AMBUCS | ||||||||
| PO BOX 1952 | SALINA | KS | 674021952 | NONE | PC | SUPPORT OF CHARITABLE | $5,256 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,280 | 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 | $19,967 | 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 | $36,794 | 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 | $56,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,761 | 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 | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $5 |
| COST BASIS ADJUSTMENT | $9 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $138 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $216 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $72 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $103 | $103 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $40 | $40 | $0 |