SALINA REGIONAL HEALTH CENTER WELLING 98-98-16S001004: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SALINA REGIONAL HEALTH CENTER WELLING 98-98-16S001004 (EIN 48-6103150)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-08-01
- IRS object ID
- 202532139349100323
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
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 | 486103150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALINA REGIONAL HEALTH CTR-WELLING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 8168607749 | 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 | 8168607749 | PhoneNum |
| Signature | 2025-08-01 | 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 | 2025-08-01 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $4,787,237 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,644,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,668 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,856 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $354,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $354,750 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,239 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,066 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,173 | 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 | $9,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,361 | 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 | $2,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,269 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $169,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $323,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $245,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $169,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $169,060 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,571,638 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,820,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,618,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,817,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,989,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,787,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,817,007 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,989,524 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,817,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,989,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,817,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,989,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,817,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $169,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,501 | OtherIncreasesAmt |
| Subtotal | $3,989,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,989,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 65. AMERICAN TOWER CORP | 2024-01-11 | 2024-05-09 | $12,125 | $13,487 | -$1,362 | -$1,362 | |
| 20. IDEXX LABORATORIES CORP | 2024-02-15 | 2024-05-09 | $10,038 | $11,365 | -$1,327 | -$1,327 | |
| 62. ACCENTURE PLC-CL A | 2018-09-13 | 2024-05-09 | $18,937 | $10,681 | $8,256 | $8,256 | |
| 61. DISNEY WALT HOLDING CO | 2024-03-26 | 2024-06-13 | $6,079 | $7,343 | -$1,264 | -$1,264 | |
| 48. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-06-13 | $8,162 | $8,031 | $131 | $131 | |
| 59. NUCOR CORP | 2021-08-12 | 2024-06-13 | $9,080 | $7,412 | $1,668 | $1,668 | |
| 9. O'REILLY AUTOMOTIVE INC | 2020-05-14 | 2024-06-13 | $8,994 | $3,559 | $5,435 | $5,435 | |
| 140. PENTAIR PLC | 2023-07-13 | 2024-06-26 | $10,419 | $9,359 | $1,060 | $1,060 | |
| 350. CHIPOTLE MEXICAN GRILL INC | 2023-08-10 | 2024-07-30 | $18,411 | $12,921 | $5,490 | $5,490 | |
| 34. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-07-30 | $7,896 | $11,256 | -$3,360 | -$3,360 | |
| 196. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-07-30 | $13,136 | $14,363 | -$1,227 | -$1,227 | |
| 32. SYNOPSYS INC | 2023-10-12 | 2024-07-30 | $16,817 | $15,900 | $917 | $917 | |
| 92. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-07-30 | $6,673 | $9,038 | -$2,365 | -$2,365 | |
| 69. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-08-15 | $15,370 | $12,210 | $3,160 | $3,160 | |
| 22. MCKESSON HBOC INC | 2022-10-13 | 2024-08-15 | $12,016 | $7,796 | $4,220 | $4,220 | |
| 62. NUCOR CORP | 2021-08-12 | 2024-08-15 | $8,999 | $7,789 | $1,210 | $1,210 | |
| 22. INTUIT INC | 2019-01-10 | 2024-09-12 | $14,102 | $4,513 | $9,589 | $9,589 | |
| 13. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-09-12 | $6,695 | $7,381 | -$686 | -$686 | |
| 118. MERCK & CO. INC. | 2024-03-26 | 2024-09-12 | $13,603 | $14,823 | -$1,220 | -$1,220 | |
| 30. MICROSOFT CORP | 2016-09-15 | 2024-09-12 | $12,781 | $1,718 | $11,063 | $11,063 | |
| 215. BANK OF AMERICA CORP | 2024-04-11 | 2024-10-10 | $8,569 | $7,863 | $706 | $706 | |
| 19. INTUIT INC | 2019-01-10 | 2024-10-10 | $11,736 | $3,897 | $7,839 | $7,839 | |
| 83. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-10-10 | $13,713 | $13,886 | -$173 | -$173 | |
| 23. MCKESSON HBOC INC | 2023-10-12 | 2024-10-10 | $11,671 | $10,591 | $1,080 | $1,080 | |
| 15. MCKESSON HBOC INC | 2022-10-13 | 2024-10-10 | $7,611 | $5,316 | $2,295 | $2,295 | |
| 43. MICROSOFT CORP | 2016-09-15 | 2024-10-10 | $17,855 | $2,463 | $15,392 | $15,392 | |
| 68. PEPSICO INC | 2022-01-13 | 2024-10-10 | $11,705 | $11,861 | -$156 | -$156 | |
| 48. EXTRA SPACE STORAGE INC | 2024-08-15 | 2024-11-14 | $7,842 | $8,036 | -$194 | -$194 | |
| 20. LILLY ELI & COMPANY | 2022-02-10 | 2024-11-14 | $15,821 | $4,780 | $11,041 | $11,041 | |
| 133. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-11-14 | $7,919 | $3,348 | $4,571 | $4,571 | |
| 493. PFIZER INC | 2024-07-30 | 2024-11-14 | $12,919 | $15,463 | -$2,544 | -$2,544 | |
| 29. CHUBB LTD | 2024-03-26 | 2024-11-14 | $8,292 | $7,454 | $838 | $838 | |
| 25000. AMAZON.COM INC 3.8% 05 DEC 2024 | 2017-11-07 | 2024-12-05 | $25,000 | $25,000 | |||
| 13. AXON ENTERPRISE INC | 2024-02-15 | 2024-12-06 | $8,969 | $3,543 | $5,426 | $5,426 | |
| 19. COSTCO WHOLESALE CORP | 2020-06-11 | 2024-12-06 | $18,877 | $5,738 | $13,139 | $13,139 | |
| 79. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-12-06 | $21,416 | $19,787 | $1,629 | $1,629 | |
| 98. WAL MART STORES INC | 2023-08-10 | 2024-12-06 | $9,383 | $5,234 | $4,149 | $4,149 | |
| 121. EXXON MOBIL CORP | 2024-04-11 | 2024-12-23 | $12,775 | $14,747 | -$1,972 | -$1,972 | |
| 96. IRON MOUNTAIN INC | 2024-05-09 | 2024-12-23 | $10,019 | $7,595 | $2,424 | $2,424 | |
| 11. LILLY ELI & COMPANY | 2022-02-10 | 2024-12-23 | $8,714 | $2,629 | $6,085 | $6,085 | |
| 119. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-12-23 | $9,563 | $2,996 | $6,567 | $6,567 | |
| 72. HARTFORD FINANCIAL SVCS GROUP INC | 2024-10-10 | 2025-01-13 | $7,708 | $8,372 | -$664 | -$664 | |
| 129. PALANTIR TECHNOLOGIES INC-A | 2024-06-13 | 2025-01-13 | $8,280 | $3,134 | $5,146 | $5,146 | |
| 57. CHUBB LTD | 2024-03-26 | 2025-01-13 | $14,858 | $14,332 | $526 | $526 | |
| 110. ARISTA NETWORKS INC | 2024-10-10 | 2025-01-29 | $12,019 | $11,153 | $866 | $866 | |
| 289. NEXTERA ENERGY INC | 2023-10-12 | 2025-01-29 | $20,488 | $13,096 | $7,392 | $7,392 | |
| 37. QUANTA SERVICES INC | 2021-03-15 | 2025-01-29 | $11,044 | $3,272 | $7,772 | $7,772 | |
| 50. EATON CORP PLC | 2024-10-10 | 2025-01-29 | $15,943 | $16,842 | -$899 | -$899 | |
| 118. ARISTA NETWORKS INC | 2024-06-25 | 2025-02-25 | $10,991 | $9,869 | $1,122 | $1,122 | |
| 27. AXON ENTERPRISE INC | 2024-02-15 | 2025-02-25 | $13,475 | $7,358 | $6,117 | $6,117 | |
| 96. BILL HOLDINGS INC | 2025-01-29 | 2025-02-25 | $5,150 | $9,243 | -$4,093 | -$4,093 | |
| 54. DECKERS OUTDOOR CORP | 2024-06-13 | 2025-02-25 | $7,731 | $9,261 | -$1,530 | -$1,530 | |
| 109. RAYMOND JAMES FINANCIAL INC | 2024-11-14 | 2025-02-25 | $16,348 | $17,461 | -$1,113 | -$1,113 | |
| 131. BLOCK INC | 2024-12-06 | 2025-02-25 | $8,288 | $12,896 | -$4,608 | -$4,608 | |
| 89. AMAZON COM INC | 2023-04-13 | 2025-03-13 | $17,209 | $9,111 | $8,098 | $8,098 | |
| 232. CITIGROUP INC | 2025-01-29 | 2025-03-13 | $15,560 | $16,494 | -$934 | -$934 | |
| 142. EMERSON ELECTRIC CO | 2024-01-11 | 2025-03-13 | $15,514 | $13,466 | $2,048 | $2,048 | |
| 130. KKR & CO INC | 2024-07-30 | 2025-03-13 | $14,079 | $15,580 | -$1,501 | -$1,501 | |
| 13. PARKER HANNIFIN CORP | 2023-06-15 | 2025-03-13 | $7,706 | $4,859 | $2,847 | $2,847 | |
| 32. QUANTA SERVICES INC | 2021-03-15 | 2025-03-13 | $8,016 | $2,830 | $5,186 | $5,186 | |
| 109. SEI INVESTMENT CO | 2024-12-23 | 2025-03-13 | $7,870 | $9,062 | -$1,192 | -$1,192 | |
| 390. TRUIST FINANCIAL CORP | 2024-12-06 | 2025-03-13 | $15,384 | $18,253 | -$2,869 | -$2,869 | |
| 146. APPLE COMPUTER INC | 2024-03-26 | 2025-04-10 | $27,746 | $25,692 | $2,054 | $2,054 | |
| 205. BAKER HUGHES CO | 2024-11-14 | 2025-04-10 | $7,471 | $8,822 | -$1,351 | -$1,351 | |
| 214. NIKE INC CLASS B | 2025-02-25 | 2025-04-10 | $11,633 | $17,464 | -$5,831 | -$5,831 | |
| 101. ORACLE CORPORATION | 2024-10-10 | 2025-04-10 | $13,404 | $17,002 | -$3,598 | -$3,598 | |
| 95. PAYPAL HOLDINGS INC | 2024-10-10 | 2025-04-10 | $5,747 | $7,535 | -$1,788 | -$1,788 | |
| 28. SALESFORCE INC | 2025-01-29 | 2025-04-10 | $7,076 | $9,966 | -$2,890 | -$2,890 | |
| 15. SALESFORCE INC | 2023-06-15 | 2025-04-10 | $3,790 | $3,188 | $602 | $602 | |
| 12. SERVICENOW INC | 2023-05-11 | 2025-04-10 | $9,365 | $5,298 | $4,067 | $4,067 | |
| 26. TRANE TECHNOLOGIES PLC | 2024-05-09 | 2025-04-10 | $8,779 | $8,653 | $126 | $126 | |
| 66.575 FIDELITY MID CAP INDX | 2024-12-20 | 2025-04-11 | $2,035 | $2,270 | -$235 | -$235 | |
| 426.633 FIDELITY MID CAP INDX | 2024-03-27 | 2025-04-11 | $13,042 | $13,827 | -$785 | -$785 | |
| 893.731 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-04-16 | 2025-04-11 | $10,367 | $10,680 | -$313 | -$313 | |
| 10064.911 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2022-12-15 | 2025-04-11 | $116,753 | $135,404 | -$18,651 | -$18,651 | |
| 4554.043 MFS INSTL INTL EQUITY FUND | 2023-05-01 | 2025-04-11 | $158,435 | $121,703 | $36,732 | $36,732 | |
| 389.255 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-04-11 | $10,062 | $12,631 | -$2,569 | -$2,569 | |
| 3268.152 TRIBUTARY SMALL COMP-INST+ | 2023-05-01 | 2025-04-11 | $84,482 | $95,616 | -$11,134 | -$11,134 | |
| 134.774 VANGUARD DEV MKT INDX-ADM | 2024-04-16 | 2025-04-11 | $2,136 | $2,073 | $63 | $63 | |
| 19957.382 VANGUARD DEV MKT INDX-ADM | 2023-05-01 | 2025-04-11 | $316,324 | $233,719 | $82,605 | $82,605 | |
| 762.599 VANGUARD SML CAP INDX-ADM | 2023-05-01 | 2025-04-11 | $75,192 | $70,937 | $4,255 | $4,255 | |
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,062 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,668 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,316 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,316 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $826 | OverpaymentAmt |
| Applied To ES Tax | $826 | 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 | 8168607749 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVE | AddressLine1Txt |
| City | KANAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE FEES | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $49,239 | 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 | $4,603,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,855,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,855,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,782,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,490 | TotalTaxAmt |
| Distributable Before Adj | $234,640 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $234,640 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $234,640 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,173 | 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 | $146,173 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,388 | 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 | $146,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,388 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,785 | 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 | $211,855 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Salina Regional Health Center | BusinessNameLine1Txt |
| Business Name Line2 | ATTN Kevin Hoffman Controller | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S SANTA FE AVE | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674014198 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $124,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,000 | 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 | $97,342 | 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 | $242,668 | 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 |
|---|---|---|
| ROYALTY INCOME | 10 | $14,800 |
| SEC 897 CAP GAIN | 1 | $56 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $354,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $354,866 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY EXPENSES | $2,267 | $2,267 | $0 |
| ADR EXPENSES | $2 | $2 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $14,800 | $14,800 |
| SECTION 897 CAPITAL GAIN | $56 | $56 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $3,501 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $12 | $12 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,665 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $5,316 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $959 | $959 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $390 | $390 | $0 |