W HAROLD YOUNG IRREV TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- W HAROLD YOUNG IRREV TR (EIN 43-6873988)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349101416
- Schema version
- 2025v4.1
- 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 | 2026-05-12T08:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436873988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W HAROLD YOUNG CHARITABLE TRUST 10140500 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE FISCHER | PersonNm |
| Person Title | Executive Offic | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,144,969 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,927 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,733 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $80,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,861 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,930 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,930 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | 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 | $16,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,636 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $780,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $800,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,094,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $826,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $850,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,144,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $826,284 | CapitalStockBOYAmt |
| Capital Stock EOY | $850,834 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $826,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $850,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $826,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $850,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $826,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $442 | OtherIncreasesAmt |
| Subtotal | $851,264 | SubtotalAmt |
| Other Decreases | $430 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $850,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (176 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15. HARTFORD FINANCIAL SVCS GROUP INC | 2024-10-10 | 2025-01-13 | $1,606 | $1,744 | -$138 | -$138 | |
| 30. PALANTIR TECHNOLOGIES INC-A | 2024-06-13 | 2025-01-13 | $1,926 | $702 | $1,224 | $1,224 | |
| 12. CHUBB LTD | 2024-02-15 | 2025-01-13 | $3,128 | $3,013 | $115 | $115 | |
| 19. ARISTA NETWORKS INC | 2024-10-10 | 2025-01-29 | $2,076 | $1,946 | $130 | $130 | |
| 59. NEXTERA ENERGY INC | 2023-10-12 | 2025-01-29 | $4,183 | $2,893 | $1,290 | $1,290 | |
| 7. QUANTA SERVICES INC | 2021-03-15 | 2025-01-29 | $2,089 | $619 | $1,470 | $1,470 | |
| 11. EATON CORP PLC | 2024-10-10 | 2025-01-29 | $3,507 | $3,705 | -$198 | -$198 | |
| 25. ARISTA NETWORKS INC | 2024-10-10 | 2025-02-25 | $2,329 | $2,110 | $219 | $219 | |
| 6. AXON ENTERPRISE INC | 2024-02-15 | 2025-02-25 | $2,995 | $1,635 | $1,360 | $1,360 | |
| 20. BILL HOLDINGS INC | 2025-01-29 | 2025-02-25 | $1,073 | $1,926 | -$853 | -$853 | |
| 12. DECKERS OUTDOOR CORP | 2024-06-13 | 2025-02-25 | $1,718 | $2,058 | -$340 | -$340 | |
| 23. RAYMOND JAMES FINANCIAL INC | 2024-11-14 | 2025-02-25 | $3,449 | $3,684 | -$235 | -$235 | |
| 29. BLOCK INC | 2024-12-06 | 2025-02-25 | $1,835 | $2,855 | -$1,020 | -$1,020 | |
| 19. AMAZON COM INC | 2023-04-13 | 2025-03-13 | $3,674 | $1,945 | $1,729 | $1,729 | |
| 50. CITIGROUP INC | 2025-01-29 | 2025-03-13 | $3,354 | $3,661 | -$307 | -$307 | |
| 29. EMERSON ELECTRIC CO | 2024-01-11 | 2025-03-13 | $3,168 | $2,750 | $418 | $418 | |
| 30. KKR & CO INC | 2024-07-30 | 2025-03-13 | $3,249 | $3,595 | -$346 | -$346 | |
| 3. PARKER HANNIFIN CORP | 2023-06-15 | 2025-03-13 | $1,778 | $1,121 | $657 | $657 | |
| 7. QUANTA SERVICES INC | 2021-03-15 | 2025-03-13 | $1,753 | $619 | $1,134 | $1,134 | |
| 24. SEI INVESTMENT CO | 2024-12-23 | 2025-03-13 | $1,733 | $1,995 | -$262 | -$262 | |
| 84. TRUIST FINANCIAL CORP | 2024-12-06 | 2025-03-13 | $3,314 | $3,931 | -$617 | -$617 | |
| 56.919 DODGE & COX INCOME-I | 2024-06-20 | 2025-04-09 | $709 | $717 | -$8 | -$8 | |
| 426.75 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-06-20 | 2025-04-09 | $4,869 | $5,232 | -$363 | -$363 | |
| 1218.804 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-12-09 | 2025-04-09 | $13,907 | $18,186 | -$4,279 | -$4,279 | |
| 71. ISHARES INTERMEDIATE GOVERNM | 2024-06-20 | 2025-04-09 | $7,453 | $7,383 | $70 | $70 | |
| 603. ISHARES INTERMEDIATE GOVERNM | 2023-07-13 | 2025-04-09 | $63,301 | $62,356 | $945 | $945 | |
| 90.49 MFS INSTL INTL EQUITY FUND | 2024-06-20 | 2025-04-09 | $3,081 | $3,153 | -$72 | -$72 | |
| 435.001 MFS INSTL INTL EQUITY FUND | 2022-11-03 | 2025-04-09 | $14,812 | $11,049 | $3,763 | $3,763 | |
| 126.074 TRIBUTARY SMALL COMP-INST+ | 2024-12-12 | 2025-04-09 | $3,346 | $4,002 | -$656 | -$656 | |
| 253.282 TRIBUTARY SMALL COMP-INST+ | 2021-12-16 | 2025-04-09 | $6,722 | $8,701 | -$1,979 | -$1,979 | |
| 29. APPLE COMPUTER INC | 2024-03-26 | 2025-04-10 | $5,511 | $5,188 | $323 | $323 | |
| 43. BAKER HUGHES CO | 2024-11-14 | 2025-04-10 | $1,567 | $1,851 | -$284 | -$284 | |
| 47. NIKE INC CLASS B | 2025-02-25 | 2025-04-10 | $2,555 | $3,836 | -$1,281 | -$1,281 | |
| 21. ORACLE CORPORATION | 2024-10-10 | 2025-04-10 | $2,787 | $3,530 | -$743 | -$743 | |
| 17. PAYPAL HOLDINGS INC | 2024-10-10 | 2025-04-10 | $1,028 | $1,348 | -$320 | -$320 | |
| 6. SALESFORCE INC | 2025-01-29 | 2025-04-10 | $1,516 | $2,136 | -$620 | -$620 | |
| 3. SALESFORCE INC | 2023-06-15 | 2025-04-10 | $758 | $638 | $120 | $120 | |
| 2. SERVICENOW INC | 2023-03-09 | 2025-04-10 | $1,561 | $863 | $698 | $698 | |
| 207.494 VANGUARD DEV MKT INDX-ADM | 2024-06-20 | 2025-04-10 | $3,210 | $3,324 | -$114 | -$114 | |
| 4274.509 VANGUARD DEV MKT INDX-ADM | 2017-03-02 | 2025-04-10 | $66,127 | $50,781 | $15,346 | $15,346 | |
| 1.682 VANGUARD SML CAP INDX-ADM | 2024-06-20 | 2025-04-10 | $164 | $175 | -$11 | -$11 | |
| 170.213 VANGUARD SML CAP INDX-ADM | 2023-01-10 | 2025-04-10 | $16,548 | $15,513 | $1,035 | $1,035 | |
| 5. TRANE TECHNOLOGIES PLC | 2024-05-09 | 2025-04-10 | $1,688 | $1,664 | $24 | $24 | |
| 6. BERKSHIRE HATHAWAY INC-CL B | 2022-03-10 | 2025-05-15 | $3,050 | $1,940 | $1,110 | $1,110 | |
| 82. BRISTOL-MYERS SQUIBB CO | 2025-01-29 | 2025-05-15 | $3,744 | $4,837 | -$1,093 | -$1,093 | |
| 4. META PLATFORMS INC-CLASS A | 2023-10-12 | 2025-05-15 | $2,578 | $1,301 | $1,277 | $1,277 | |
| 1. LILLY ELI & COMPANY | 2022-02-10 | 2025-05-15 | $737 | $239 | $498 | $498 | |
| 12. MARSH & MCLENNAN COMPANY INC | 2025-04-10 | 2025-05-15 | $2,722 | $2,753 | -$31 | -$31 | |
| 15. WELLTOWER INC | 2024-02-28 | 2025-05-15 | $2,201 | $1,375 | $826 | $826 | |
| 9. GARMIN LTD | 2025-03-13 | 2025-05-15 | $1,820 | $1,893 | -$73 | -$73 | |
| 6. ADOBE SYSTEMS INC | 2025-03-13 | 2025-06-05 | $2,497 | $2,276 | $221 | $221 | |
| 15. AMAZON COM INC | 2023-04-13 | 2025-06-05 | $3,131 | $1,408 | $1,723 | $1,723 | |
| 4. META PLATFORMS INC-CLASS A | 2023-10-12 | 2025-06-05 | $2,744 | $1,090 | $1,654 | $1,654 | |
| 1021.392 CAUSEWAY EMERGING MKTS-INST | 2025-04-10 | 2025-06-17 | $12,481 | $10,285 | $2,196 | $2,196 | |
| 329.991 FIDELITY INTL INDX | 2025-04-09 | 2025-06-17 | $18,374 | $16,203 | $2,171 | $2,171 | |
| 484.54 FIDELITY SM CAP INDX PREM | 2025-04-10 | 2025-06-17 | $12,729 | $11,057 | $1,672 | $1,672 | |
| 599.671 FIDELITY MID CAP INDX | 2024-03-27 | 2025-06-17 | $20,569 | $19,435 | $1,134 | $1,134 | |
| 982.79 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2021-12-09 | 2025-06-17 | $12,973 | $12,261 | $712 | $712 | |
| 55. INVESCO S&P MIDCAP QUAL ETF | 2025-04-10 | 2025-06-17 | $5,315 | $4,671 | $644 | $644 | |
| 833.294 MFS BLND RESRCH M/C EQ-R6 | 2025-04-09 | 2025-06-17 | $11,899 | $10,833 | $1,066 | $1,066 | |
| 564.129 MFS INSTL INTL EQUITY FUND | 2022-11-03 | 2025-06-17 | $21,837 | $14,329 | $7,508 | $7,508 | |
| 487.703 TRIBUTARY SMALL COMP-INST+ | 2023-12-14 | 2025-06-17 | $13,865 | $13,893 | -$28 | -$28 | |
| 25. COPART INC | 2025-04-10 | 2025-08-14 | $1,173 | $1,460 | -$287 | -$287 | |
| 30. COPART INC | 2024-06-13 | 2025-08-14 | $1,407 | $1,601 | -$194 | -$194 | |
| 4. LILLY ELI & COMPANY | 2022-02-10 | 2025-08-14 | $2,728 | $956 | $1,772 | $1,772 | |
| 9. MARSH & MCLENNAN COMPANY INC | 2025-04-10 | 2025-08-14 | $1,861 | $2,056 | -$195 | -$195 | |
| 2. TEXAS PACIFIC LAND CORP | 2025-05-15 | 2025-08-14 | $1,831 | $2,546 | -$715 | -$715 | |
| 13. TRADEWEB MARKETS INC-CLASS A | 2025-04-10 | 2025-08-14 | $1,695 | $1,643 | $52 | $52 | |
| 12. WELLTOWER INC | 2024-07-30 | 2025-08-14 | $1,945 | $1,341 | $604 | $604 | |
| 3. ADOBE SYSTEMS INC | 2025-03-13 | 2025-09-11 | $1,050 | $1,138 | -$88 | -$88 | |
| 24. AMERICAN WATER WORKS CO INC | 2025-04-10 | 2025-09-11 | $3,346 | $3,447 | -$101 | -$101 | |
| 8. LPL FINANCIAL HOLDINGS INC | 2024-12-06 | 2025-09-11 | $2,752 | $2,620 | $132 | $132 | |
| 13. VISA INC-CLASS A SHARES | 2016-10-20 | 2025-09-11 | $4,450 | $1,075 | $3,375 | $3,375 | |
| 40.311 CAUSEWAY EMERGING MKTS-INST | 2025-04-10 | 2025-09-22 | $564 | $406 | $158 | $158 | |
| 63.975 FIDELITY SM CAP INDX PREM | 2025-04-10 | 2025-09-22 | $1,977 | $1,460 | $517 | $517 | |
| 32.668 FIDELITY MID CAP INDX | 2024-03-27 | 2025-09-22 | $1,214 | $1,059 | $155 | $155 | |
| 6. INVESCO S&P MIDCAP QUAL ETF | 2025-04-10 | 2025-09-22 | $632 | $510 | $122 | $122 | |
| 66.017 MFS BLND RESRCH M/C EQ-R6 | 2025-04-09 | 2025-09-22 | $1,025 | $858 | $167 | $167 | |
| 9.907 TRIBUTARY SMALL COMP-INST+ | 2023-04-21 | 2025-09-22 | $302 | $267 | $35 | $35 | |
| 57.952 VANGUARD 500 INDEX-ADM | 2025-06-17 | 2025-09-22 | $35,898 | $32,082 | $3,816 | $3,816 | |
| 4. GRAINGER W W INC | 2022-11-10 | 2025-10-09 | $3,877 | $2,429 | $1,448 | $1,448 | |
| 3. NETFLIX COM INC | 2023-05-11 | 2025-10-09 | $3,705 | $1,034 | $2,671 | $2,671 | |
| 23. PHILIP MORRIS INTERNATIONAL | 2025-02-25 | 2025-10-09 | $3,599 | $3,614 | -$15 | -$15 | |
| 10. SALESFORCE INC | 2023-10-12 | 2025-10-09 | $2,447 | $2,114 | $333 | $333 | |
| 14. T-MOBILE US INC | 2025-02-25 | 2025-10-09 | $3,166 | $3,781 | -$615 | -$615 | |
| 12. AUTOMATIC DATA PROCESSING INC | 2025-03-13 | 2025-11-13 | $3,053 | $3,495 | -$442 | -$442 | |
| 73. KINDER MORGAN INC | 2024-12-23 | 2025-11-13 | $1,963 | $1,968 | -$5 | -$5 | |
| 17. VERISIGN INC | 2025-04-10 | 2025-11-13 | $4,268 | $4,119 | $149 | $149 | |
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,673 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,023 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,023 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,468 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,468 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $445 | OverpaymentAmt |
| Applied To ES Tax | $445 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,861 | 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 | $1,056,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,092,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,092,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,075,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,023 | TotalTaxAmt |
| Distributable Before Adj | $52,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,930 | 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 | $46,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,451 | 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 | $46,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,451 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,479 | 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 | $45,290 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | ||||||||
| 122 N 8TH ST | SALINA | KS | 674012687 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| KANSAS WESLEYAN UNIVERSITY | ||||||||
| 100 E CLAFLIN AVE STE 1 | SALINA | KS | 674016196 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | C/O RHONDA BETHE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $24,954 | 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 | $55,733 | 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 | SECTION 897 CAPITA | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,725 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME POSTED IN 2026 | $403 |
| 2025 RETURN OF CAPITAL | $27 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME POSTED IN 2024 | $439 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $659 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,468 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $136 | $136 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $63 | $63 | $0 |