PETER M & BARBARA A MACDONALD CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PETER M & BARBARA A MACDONALD CHARITABLE TRUST (EIN 48-6329128)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349100242
- 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
- Form 990-PF
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
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 | 486329128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCTUA PETER M & BARBARA A MACDONALD CHARITABL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8165848183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | 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 | 8165848183 | PhoneNum |
| Signature | 2026-05-11 | 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 | 2026-05-11 | 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 | $1,901,144 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $434,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,455 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $43 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $74,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,780 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,390 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,390 | 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 | $2,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | 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 | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,169 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,629 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,442,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,429,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,809,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,537,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,521,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,901,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,537,363 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,521,444 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,537,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,521,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,537,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,521,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,537,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $809 | OtherIncreasesAmt |
| Subtotal | $1,522,140 | SubtotalAmt |
| Other Decreases | $696 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,521,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 38. TRAVELERS COS INC/THE | 2022-03-15 | 2025-01-13 | $8,831 | $6,669 | $2,162 | $2,162 | |
| 1569.705 SEAFARER OVERSEAS GROWTH & INCOME FD I | 2024-10-07 | 2025-03-03 | $18,601 | $20,202 | -$1,601 | -$1,601 | |
| 47. ISHARES CORE S&P 500 ETF | 2022-05-05 | 2025-03-03 | $27,484 | $19,440 | $8,044 | $8,044 | |
| 671. ISHARES TR S&P MIDCAP 400 INDEX FUND | 2024-10-07 | 2025-03-03 | $41,340 | $41,579 | -$239 | -$239 | |
| 52. ISHARES TR S&P MIDCAP 400 INDEX FUND | 2022-02-25 | 2025-03-03 | $3,204 | $2,756 | $448 | $448 | |
| 146. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2023-11-13 | 2025-03-03 | $16,255 | $13,380 | $2,875 | $2,875 | |
| 1134. ISHARES INTERMEDIATE GOVERNM | 2023-11-13 | 2025-03-03 | $119,724 | $114,908 | $4,816 | $4,816 | |
| 311.11 MFS INSTL INTL EQUITY FUND | 2024-10-07 | 2025-03-03 | $11,346 | $11,415 | -$69 | -$69 | |
| 250.7 TRIBUTARY SMALL COMP-INST+ | 2024-10-07 | 2025-03-03 | $7,245 | $8,220 | -$975 | -$975 | |
| 3633.712 VANGUARD DEV MKT INDX-ADM | 2022-08-10 | 2025-03-03 | $59,920 | $51,661 | $8,259 | $8,259 | |
| 13. APPLIED MATERIALS INC | 2024-10-16 | 2025-03-19 | $2,017 | $2,400 | -$383 | -$383 | |
| 9. AUTODESK INC | 2024-11-20 | 2025-03-19 | $2,419 | $2,768 | -$349 | -$349 | |
| 10. CONSTELLATION ENERGY | 2024-12-04 | 2025-03-19 | $2,159 | $2,533 | -$374 | -$374 | |
| 18. J P MORGAN CHASE & CO | 2023-04-21 | 2025-03-19 | $4,314 | $2,537 | $1,777 | $1,777 | |
| 4. PARKER HANNIFIN CORP | 2023-06-21 | 2025-03-19 | $2,520 | $1,501 | $1,019 | $1,019 | |
| 9. EATON CORP PLC | 2022-03-04 | 2025-03-19 | $2,655 | $1,343 | $1,312 | $1,312 | |
| 19. APPLE COMPUTER INC | 2023-04-21 | 2025-04-16 | $3,669 | $3,134 | $535 | $535 | |
| 33. PROLOGIS INC | 2023-05-17 | 2025-04-16 | $3,297 | $4,038 | -$741 | -$741 | |
| 3. TEXAS PACIFIC LAND CORP | 2025-01-22 | 2025-04-16 | $3,815 | $4,279 | -$464 | -$464 | |
| 28. ALPHABET INC | 2022-03-15 | 2025-05-21 | $4,730 | $3,621 | $1,109 | $1,109 | |
| 10. DANAHER CORP | 2024-08-21 | 2025-05-21 | $1,872 | $2,707 | -$835 | -$835 | |
| 14. DANAHER CORP | 2022-03-10 | 2025-05-21 | $2,621 | $3,259 | -$638 | -$638 | |
| 11. UNITEDHEALTH GROUP INC | 2022-03-15 | 2025-05-21 | $3,339 | $5,486 | -$2,147 | -$2,147 | |
| 161.431 BAIRD INTERMEDIATE BOND-INST | 2024-10-02 | 2025-05-30 | $1,681 | $1,703 | -$22 | -$22 | |
| 101. INVESCO S&P MIDCAP QUAL ETF | 2025-03-03 | 2025-05-30 | $9,842 | $9,667 | $175 | $175 | |
| 15. ISHARES CORE S&P 500 ETF | 2022-05-05 | 2025-05-30 | $8,890 | $6,204 | $2,686 | $2,686 | |
| 232. ISHARES TR S&P MIDCAP 400 INDEX FUND | 2022-02-25 | 2025-05-30 | $13,955 | $12,298 | $1,657 | $1,657 | |
| 495.221 MFS BLND RESRCH M/C EQ-R6 | 2025-03-03 | 2025-05-30 | $7,042 | $6,983 | $59 | $59 | |
| 99. COMCAST CORP-CLASS A | 2023-06-21 | 2025-08-20 | $3,299 | $4,032 | -$733 | -$733 | |
| 105. COPART INC | 2024-06-20 | 2025-08-20 | $5,010 | $5,663 | -$653 | -$653 | |
| 12. LPL FINANCIAL HOLDINGS INC | 2025-01-22 | 2025-09-17 | $4,028 | $4,284 | -$256 | -$256 | |
| 13. ACCENTURE PLC-CL A | 2022-03-04 | 2025-09-17 | $3,142 | $4,057 | -$915 | -$915 | |
| 11. ILLINOIS TOOL WORKS INC | 2024-11-20 | 2025-10-22 | $2,789 | $2,931 | -$142 | -$142 | |
| 12. MARSH & MCLENNAN COMPANY INC | 2025-03-19 | 2025-10-22 | $2,267 | $2,792 | -$525 | -$525 | |
| 39. PHILIP MORRIS INTERNATIONAL | 2025-04-16 | 2025-10-22 | $6,112 | $6,133 | -$21 | -$21 | |
| .5 SOLSTICE ADV MATERIALS INC | 2022-03-04 | 2025-11-06 | $23 | $22 | $1 | $1 | |
| 40. DISNEY WALT HOLDING CO | 2025-08-20 | 2025-11-19 | $4,187 | $4,691 | -$504 | -$504 | |
| 23. ORACLE CORPORATION | 2024-10-16 | 2025-11-19 | $5,211 | $3,930 | $1,281 | $1,281 | |
| 6. SOLSTICE ADV MATERIALS INC | 2022-03-10 | 2025-11-19 | $253 | $264 | -$11 | -$11 | |
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,455 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,168 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $220 | OverpaymentAmt |
| Applied To ES Tax | $220 | 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 NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND AVE | KANSAS CITY | MO | 64106 | TRUSTEE | 1 | $12,780 |
| HEATHER MACDONALD SMITH | ||||||
| PO BOX 1365 | SALINA | KS | 674021365 | TRUSTEE | 0 | $0 |
| JANET MACDONALD MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KANSAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| BOYD E SMITH | ||||||
| PO BOX 1365 | SALINA | KS | 674021365 | TRUSTEE | 0 | $0 |
| PHILLIP A MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KASNAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| GRAHAM M SMITH | ||||||
| 431 GUILLEMONT ST | FT COLLINS | CO | 805263610 | TRUSTEE | 0 | $0 |
| ANDREW MILLER | ||||||
| 5401 BROOKSIDE BLVD 302 | KANSAS CITY | MO | 64112 | TRUSTEE | 0 | $0 |
| 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 | $1,722,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,831,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,831,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,803,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $948 | TotalTaxAmt |
| Distributable Before Adj | $89,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,390 | 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 | $82,390 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,576 | 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 | $82,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,576 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,814 | 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 | $82,434 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN SCHMIDTBERGER SENIOR VP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH MAIN | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6202595010 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS STATING BRIEFLY THE PURPOSE FOR WHICH THE GRANT IS TO BE USED SHOULD BE SUBMITTED IN WRITING AND BE ACCOMPANIED BY A COPY OF THE APPLICANT'S EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS ALPHARETTA | |||||||
| 625 VARINA WAY | ALPHARETTA | GA | 30022 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 318 E 55TH ST | KANSAS CITY | MO | 64113 | NONE | PC | GENERAL OPERATING EXPENSES | $15,000 |
| FIRST PRESBYTERIAN CHURCH HUTCHINSON | |||||||
| PO BOX 248 | HUTCHINSON | KS | 675040248 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 |
| HUTCHINSON ART ASSOCIATION INC | |||||||
| 405 N WASHINGTON ST | HUTCHINSON | KS | 675014852 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| BOYS & GIRLS CLUB OF HUTCHINSON | |||||||
| PO BOX 1967 | HUTCHINSON | KS | 675041967 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| TECH | |||||||
| 10 E 1ST AVE | HUTCHINSON | KS | 675017101 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| CANCER COUNCIL OF RENO COUNTY INC | |||||||
| PO BOX 633 | HUTCHINSON | KS | 675040633 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| KU ENDOWMENT ASSOCIATION | |||||||
| PO BOX 928 | LAWRENCE | KS | 660450928 | NONE | PC | FOR KU MED CENTER - SALINA | $7,500 |
| SALINA ART CENTER | |||||||
| 242 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING EXPENSES | $3,000 |
| THE LAND INSTITUTE | |||||||
| 2440 E WATER WELL RD | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 159 S 4TH ST | SALINA | KS | 67401 | NONE | PC | GENERAL OPERATING EXPENSES | $1,500 |
| RONALD MCDONALD HOUSE | |||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING EXPENSES | $4,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| MIMI'S PANTRY KC | |||||||
| 2255 NW VIVION ROAD | RIVERSIDE | MO | 64105 | NONE | PC | GENERAL OPERATING EXPENSES | $3,000 |
| NORTH FULTON COMMUNITY CHARITIES | |||||||
| 11270 ELKINS ROAD | ROSWELL | GA | 30076 | NONE | PC | GENERAL OPERATING EXPENSES | $2,000 |
| ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION | |||||||
| ONE MARGARET MITCHELL SQUARE | ATALANTA | GA | 30303 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| DURANGO ART CENTER | |||||||
| 802 EAST 2ND AVE | DURANGO | CO | 81301 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| 4 THE CHILDREN | |||||||
| 129 CO RD 250 | Durango | CO | 81301 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| ARC OF SOUTHWEST COLORADO | |||||||
| 1199 MAIN AVE SUITE 216 | DURANGO | CO | 81301 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| UMKC FOUNDATION - KCUR | |||||||
| 4825 TROOST AVE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATING EXPENSES | $15,000 |
| SALINA REGIONAL HEALTH CENTER | |||||||
| 511 S SANTA FE AVENUE | SALINA | KS | 67401 | NONE | PC | TAMMY WALKER CANCER CENTER | $1,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 1030 WESTWELL RUN | ALPHARETTA | GA | 30022 | NONE | PC | CAMP LIGHTHOUSE GENERAL OPS | $2,000 |
| BBBS OF SOUTHWEST COLORADO | |||||||
| PO BOX 2154 | DURANGO | CO | 81302 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| FOOD BANK OF RENO COUNTY | |||||||
| 700 N WALNUT STREET | HUTCHINSON | KS | 67501 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| ALPHA LOOP FOUNDATION | |||||||
| 7415 MID BROADWELL TRACE | ALPHARETTA | GA | 30004 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| ST COLUMBA SCHOOL | |||||||
| 1801 E 3RD AVENUE | DURANGO | CO | 81301 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 |
| OLIVIA BLOOMFIELD FOUNDATION | |||||||
| 8116 MEADOW LANE | LEAWOOD | KS | 66206 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| KSUT PUBLIC RADIO | |||||||
| PO BOX 737 | IGNACIO | CO | 81137 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| MILLER MIDDLE SCHOOL PTO | |||||||
| 2608 JUNCTION STREET | DURANGO | CO | 81301 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 |
| DURANGO RAPIDS SOCCER CLUB | |||||||
| 862 MAIN AVENUE SUITE 203 | DURANGO | CO | 81302 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| BOYS AND GIRLS CLUB OF LA PLATA COUNTY | |||||||
| 2750 MAIN AVE | DURANGO | CO | 81301 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| DURANGO YOUTH BASKETBALL CLUB | |||||||
| 923 SUNDANCE DR | DURANGO | CA | 81303 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| DURANGO WINTER SPORTS CLUB | |||||||
| PO BOX 4104 | DURANGO | CO | 81302 | NONE | PC | GENERAL OPERATING EXPENSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,000 | 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 | $45,359 | 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 | $29,455 | 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 | SEC 897 CAP GAIN | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,857 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME TAXABLE IN 2026 | $667 |
| ACCRUED INTEREST | $20 |
| ROUNDING | $9 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 INCOME TAXABLE IN 2024 | Desc |
| Amt | $809 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $643 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,168 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $195 | $195 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $100 | $100 | $0 |