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Nonprofit · EIN 48-6303468

OLIVER L HAGG CHARITABLE TRUST

Tax-exempt · KANSAS CITY, MO 64141

Financials

$21K$27K2023$36K$26K2024$54K$28K2025
Revenue Expenses · by fiscal year end
Financials of OLIVER L HAGG CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$54,108$27,951$26,157$431,346$0$431,346
April 30, 2025990-PF$36,022$26,463$9,559$405,223$0$405,223
April 30, 2024990-PF$21,446$26,778-$5,332$395,629$0$395,629
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$13,872
Net gain from sales of assets
$40,236

Expenses

Grants and similar amounts paid
$19,625
Compensation of officers, directors and key employees
$7,603
Disbursements for charitable purposes
$23,426
Excise tax on investment income
$698

Balance sheet and other

Total assets, start of year
$405,223
Total assets, end of year
$431,346
Total liabilities, end of year
$0
Net assets, end of year
$431,346
Fair market value of assets
$537,175
Qualifying distributions
$23,426
Net investment income
$54,108

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
UMB BANK N A
1010 GRAND AVE, KANSAS CITY, MO 64106
TRUSTEE2$7,603
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
UMB BANK N A
1010 GRAND AVE, KANSAS CITY, MO 64106
TRUSTEE2$7,268
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
UMB BANK N A
1010 GRAND AVE, KANSAS CITY, MO 64106
TRUSTEE2$6,765

Address and contacts

Address (IRS master file)
PO BOX 415044, KANSAS CITY, MO 64141-5044
In care of
% UMB BANK NA
Signed the 990-PF
GEORGE FISCHER, Executive Offic
Phone
(816) 860-7711
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
48-6303468
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$431,346
Income (IRS master file)
$156,011

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$54,108$27,951$431,346XML
990-PFApril 2025$36,022$26,463$405,223XML
990-PFApril 2024$21,446$26,778$395,629XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-6303468).

Questions about OLIVER L HAGG CHARITABLE TRUST

What is the EIN of OLIVER L HAGG CHARITABLE TRUST?
The employer identification number (EIN) of OLIVER L HAGG CHARITABLE TRUST is 48-6303468.
Is OLIVER L HAGG CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to OLIVER L HAGG CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OLIVER L HAGG CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of OLIVER L HAGG CHARITABLE TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OLIVER L HAGG CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of OLIVER L HAGG CHARITABLE TRUST?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $7,603 (UMB BANK N A, TRUSTEE).
How much revenue does OLIVER L HAGG CHARITABLE TRUST have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $54,108, expenses of $27,951 and total assets of $431,346 at year end.

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