THE WARREN J HUPFER AND IRENE HUPFER CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WARREN J HUPFER AND IRENE HUPFER CHARITABLE FOUNDATION (EIN 48-1025680)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-20
- IRS object ID
- 202040209349100304
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-20T13:00:21-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481025680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W J & IRENE HUPFER CHAR FDN 100125 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUPF | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2020-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2020-01-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FAA9AB33D945AE018E30AC2272F4A917B3C6ACF3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6DFE15BA892CF1BC8E1524C5C2D2B12C457CF954 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,725,772 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $65,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $716,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,451 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,447 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,668 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,777 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,888 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,888 | 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 | $3,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,027 | 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 | $4,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,073 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,016 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,016 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $179,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,190 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,221,146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,226,903 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,585,582 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,400,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,367,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,725,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,400,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,367,093 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,400,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,367,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,400,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,367,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,400,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $2,369,974 | SubtotalAmt |
| Other Decreases | $2,881 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,367,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30000. WHIRLPOOL CORP SERA MTN BE DTD 6/7/2011 4.850% 6/15/2021 | 2016-05-25 | 2018-10-04 | $30,810 | $31,822 | -$1,012 | -$1,012 | |
| 10. ADOBE SYSTEMS INC | 2017-02-09 | 2018-10-11 | $2,403 | $1,165 | $1,238 | $1,238 | |
| 10. COSTAR GROUP INC | 2017-09-14 | 2018-10-11 | $3,763 | $2,749 | $1,014 | $1,014 | |
| 75. LAUDER ESTEE COMPANIES INC CLASS A | 2018-06-14 | 2018-10-11 | $9,652 | $11,549 | -$1,897 | -$1,897 | |
| 100. PRICE T ROWE GROUP INC | 2017-10-12 | 2018-10-11 | $9,911 | $9,460 | $451 | $451 | |
| 40. RED HAT INC | 2018-06-14 | 2018-10-11 | $4,718 | $7,043 | -$2,325 | -$2,325 | |
| 7. GARRETT MOTION INC. | 2015-10-16 | 2018-10-12 | $107 | $72 | $35 | $35 | |
| .667 RESIDEO TECHNOLOGIES INC. | 2015-10-16 | 2018-10-29 | $17 | $11 | $6 | $6 | |
| 70. PRAXAIR INC | 2017-12-01 | 2018-10-31 | $11,442 | $10,529 | $913 | $913 | |
| 35. FACEBOOK INC - A SHS | 2014-12-22 | 2018-11-19 | $4,655 | $2,854 | $1,801 | $1,801 | |
| 45. J P MORGAN CHASE & CO | 2016-10-26 | 2018-11-19 | $4,982 | $2,973 | $2,009 | $2,009 | |
| 55. RAYTHEON CO | 2016-01-11 | 2018-11-19 | $9,714 | $6,812 | $2,902 | $2,902 | |
| 11. RESIDEO TECHNOLOGIES INC. | 2015-10-16 | 2018-11-19 | $216 | $188 | $28 | $28 | |
| 25000. AFLAC INC DTD 3/12/2015 2.400% 3/16/2020 | 2015-04-15 | 2018-11-30 | $25,000 | $25,136 | -$136 | -$136 | |
| 75. CATERPILLAR INC | 2017-10-12 | 2018-12-13 | $9,424 | $8,155 | $1,269 | $1,269 | |
| 45. CITIGROUP INC | 2018-03-15 | 2018-12-13 | $2,499 | $3,304 | -$805 | -$805 | |
| 85. CITIGROUP INC | 2017-10-12 | 2018-12-13 | $4,720 | $6,167 | -$1,447 | -$1,447 | |
| 10. COSTAR GROUP INC | 2017-09-14 | 2018-12-13 | $3,643 | $2,749 | $894 | $894 | |
| 75. PROCTER & GAMBLE CO | 2016-01-28 | 2018-12-13 | $7,230 | $5,996 | $1,234 | $1,234 | |
| 60. PROCTER & GAMBLE CO | 2018-10-11 | 2018-12-13 | $5,784 | $4,760 | $1,024 | $1,024 | |
| 50000. FEDERAL HOME LOAN MORTGAGE CORP DTD 1/13/2012 2.375% 1/13/2022 | 2015-09-30 | 2018-12-19 | $49,501 | $50,788 | -$1,287 | -$1,287 | |
| 30. JOHNSON & JOHNSON | 2016-06-08 | 2019-01-10 | $3,886 | $3,478 | $408 | $408 | |
| 70. LINDE PUBLIC LIMITED CO | 2017-12-01 | 2019-01-10 | $11,312 | $11,442 | -$130 | -$130 | |
| 25000. TRANS-CANADA PIPELINES DTD 1/9/2009 7.125% 1/15/2019 | 2015-01-20 | 2019-01-15 | $25,000 | $25,000 | |||
| 55. AMGEN INC | 2018-10-11 | 2019-02-14 | $10,301 | $10,720 | -$419 | -$419 | |
| 80. TARGET CORP | 2018-07-11 | 2019-02-14 | $5,802 | $6,220 | -$418 | -$418 | |
| 3704.398 DODGE & COX FUNDS INTERNATIONAL STOCK FUND | 2016-12-20 | 2019-02-22 | $150,176 | $120,474 | $29,702 | $29,702 | |
| 5509.54 IVY INTERNATIONAL CORE EQUITY I | 2018-12-13 | 2019-02-22 | $93,166 | $108,936 | -$15,770 | -$15,770 | |
| 15000. CBS CORPORATION DTD 8/19/2014 2.300% 8/15/2019 | 2015-11-02 | 2019-03-07 | $15,000 | $14,917 | $83 | $83 | |
| 15. CHIPOTLE MEXICAN GRILL INC | 2018-03-15 | 2019-04-11 | $10,621 | $4,782 | $5,839 | $5,839 | |
| 13. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-04-11 | $3,061 | $1,414 | $1,647 | $1,647 | |
| 110. SCHWAB CHARLES CORP | 2018-05-10 | 2019-04-11 | $4,860 | $6,489 | -$1,629 | -$1,629 | |
| 20. VISA INC | 2016-09-15 | 2019-04-11 | $3,152 | $1,642 | $1,510 | $1,510 | |
| 15000. OCCIDENTAL PETROLEUM CORP DTD 6/23/2015 3.500% 6/15/2025 | 2017-12-19 | 2019-05-03 | $15,032 | $15,426 | -$394 | -$394 | |
| 70. CLOROX CO | 2018-10-11 | 2019-05-09 | $10,297 | $10,003 | $294 | $294 | |
| 8.647 MFS MID CAP GROWTH FUND CLASS R 6 | 2018-12-13 | 2019-05-28 | $174 | $149 | $25 | $25 | |
| 204.856 MFS MID CAP GROWTH FUND CLASS R 6 | 2017-12-14 | 2019-05-28 | $4,122 | $3,194 | $928 | $928 | |
| 10. FEDEX CORP | 2019-02-14 | 2019-06-12 | $1,612 | $1,843 | -$231 | -$231 | |
| 45. FEDEX CORP | 2017-12-01 | 2019-06-12 | $7,256 | $10,065 | -$2,809 | -$2,809 | |
| 3521. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-09 | 2019-06-20 | $47,146 | $47,962 | -$816 | -$816 | |
| 15. BOEING CO | 2018-10-11 | 2019-07-11 | $5,376 | $5,411 | -$35 | -$35 | |
| 15. BOEING CO | 2018-02-15 | 2019-07-11 | $5,376 | $5,328 | $48 | $48 | |
| 75. LILLY ELI & COMPANY | 2018-08-08 | 2019-07-11 | $8,210 | $7,690 | $520 | $520 | |
| 15. NVIDIA CORP | 2018-09-13 | 2019-07-11 | $2,487 | $4,068 | -$1,581 | -$1,581 | |
| 45. NVIDIA CORP | 2015-12-01 | 2019-07-11 | $7,460 | $1,463 | $5,997 | $5,997 | |
| 62. AUTODESK INC | 2019-04-11 | 2019-08-15 | $8,860 | $10,639 | -$1,779 | -$1,779 | |
| 185. MORGAN STANLEY DEAN WITTER & CO | 2016-08-24 | 2019-08-15 | $7,220 | $5,723 | $1,497 | $1,497 | |
| 5. NETFLIX COM INC | 2018-10-11 | 2019-08-15 | $1,468 | $1,626 | -$158 | -$158 | |
| 20. NETFLIX COM INC | 2018-01-11 | 2019-08-15 | $5,874 | $4,023 | $1,851 | $1,851 | |
| 20. INTUITIVE SURGICAL INC | 2019-01-10 | 2019-09-13 | $10,462 | $10,304 | $158 | $158 | |
| 80. STARBUCKS CORP | 2018-12-13 | 2019-09-13 | $7,231 | $5,355 | $1,876 | $1,876 | |
| 10. UNITEDHEALTH GROUP INC | 2019-08-15 | 2019-09-13 | $2,337 | $2,444 | -$107 | -$107 | |
| 15. UNITEDHEALTH GROUP INC | 2018-07-11 | 2019-09-13 | $3,506 | $3,825 | -$319 | -$319 | |
| 40. XILINX INC | 2019-07-11 | 2019-09-13 | $4,213 | $4,718 | -$505 | -$505 | |
| CAPITAL GAIN DIVIDENDS | $14,259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,451 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,644 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,755,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04741 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,584 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,648,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $128,676 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,595,793 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049571 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,672,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,055 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,601,097 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042311 | DistributionYr5Rt |
| Total Distribution | 0.217444 | TotalDistributionRt |
| Average Distribution | 0.043489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,674,392 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $116,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,067 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,704 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,203 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,203 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $136 | OverpaymentAmt |
| Applied To ES Tax | $136 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $31,777 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,472,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,310 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,715,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,715,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,674,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,067 | TotalTaxAmt |
| Distributable Before Adj | $132,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,704 | 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 | $135,704 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,067 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $119,016 | 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 | $135,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $119,016 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,688 | 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 | $115,965 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 221 N MAPLE ST | RUSSELL | KS | 676652738 | NONE | PC | PROGRAM SUPPORT | $23,803 | |
| RUSSELL SR CITIZENS ORGANIZATION INC | ||||||||
| 518 N MAIN ST | RUSSELL | KS | 676652733 | NONE | PC | PROGRAM SUPPORT | $11,902 | |
| KS STATE UNIVERSITY ENDOWMENT FDN | ||||||||
| 1800 KIMBALL AVENUE | MANHATTAN | KS | 665023373 | NONE | PC | PROGRAM SUPPORT | $17,852 | |
| OTTERBEIN UNITED METHODIST CHURCH | ||||||||
| 136 W WISCONSIN | RUSSELL | KS | 67665 | NONE | PC | PROGRAM SUPPORT | $2,380 | |
| BUNKER HILL UNITED | ||||||||
| PO BOX 34 | BUNKER HILL | KS | 67626 | NONE | PC | PROGRAM SUPPORT | $5,951 | METHODIST CHURCH |
| RUSSEL REGIONAL HOSPITAL | ||||||||
| 200 S MAIN ST | RUSSELL | KS | 67665 | NONE | PC | PROGRAM SUPPORT | $7,141 | |
| RUSSEL CITY LIBRARY | ||||||||
| 126 E WISCONSIN ST | RUSSELL | KS | 676652005 | NONE | PC | PROGRAM SUPPORT | $5,951 | |
| KS AREA UNITED METHODIST FDN INC | ||||||||
| PO BOX 605 | HUTCHINSON | KS | 675040605 | NONE | SO I | PROGRAM SUPPORT | $17,852 | |
| KANSAS WESLEYAN UNIVERSITY | ||||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | PROGRAM SUPPORT | $11,902 | C/O WAYNE SCHNEIDER |
| BUNKER HILL HISTORICAL SOCIETY | ||||||||
| PO BOX 112 | BUNKER HILL | KS | 67626 | NONE | POF | PROGRAM SUPPORT | $1,190 | |
| EMBERHOPE YOUTHVILLE | ||||||||
| 900 W BROADWAY | NEWTON | KS | 67210 | NONE | PC | PROGRAM SUPPORT | $11,902 | |
| CITY OF RUSSELL | ||||||||
| 133 W 8TH ST | RUSSELL | KS | 67665 | NONE | GOV | GENERAL | $1,190 | CITY MANAGER - RALPH WISE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,016 | 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 | $65,416 | 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 | $45,451 | 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 | ROYALTY INCOME | Desc |
| Exclusion | 4 | ExclusionCd |
| Exclusion | $17,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,314 | 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 TRANSFER TO INCOME | Desc |
| Amt | $2,881 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $4,073 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,073 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $17,447 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,447 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $14 | $14 | $0 |
| STATE INCOME TAXES - INCOME | $80 | $80 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $966 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,604 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $903 | $903 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |