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Nonprofit · EIN 48-6303469

OLIVER L HAGG CHARITABLE TRUST II 100131

Tax-exempt · KANSAS CITY, MO 64141

Financials

$25K$37K2023$57K$38K2024$67K$40K2025
Revenue Expenses · by fiscal year end
Financials of OLIVER L HAGG CHARITABLE TRUST II 100131 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$66,767$39,933$26,834$621,817$0$621,817
April 30, 2025990-PF$56,761$38,095$18,666$594,905$0$594,905
April 30, 2024990-PF$25,498$36,716-$11,218$576,253$0$576,253
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$19,605
Net gain from sales of assets
$46,788
Other income
$374

Expenses

Grants and similar amounts paid
$28,000
Compensation of officers, directors and key employees
$10,690
Disbursements for charitable purposes
$33,345
Excise tax on investment income
$847

Balance sheet and other

Total assets, start of year
$594,905
Total assets, end of year
$621,817
Total liabilities, end of year
$0
Net assets, end of year
$621,817
Fair market value of assets
$755,589
Qualifying distributions
$33,345
Net investment income
$66,393

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
1010 GRAND AVE, KANSAS CITY, MO 64106
TRUSTEE2$10,690
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
UMB BANK
1010 GRAND AVE, KANSAS CITY, MO 64106
TRUSTEE2$10,246
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
UMB BANK
1010 GRAND AVE, KANSAS CITY, MO 64106
TRUSTEE2$9,499

Address and contacts

Address (IRS master file)
PO BOX 415044, KANSAS CITY, MO 64141-5044
In care of
% UMB NATL BK OF AMERICA AT SALINA
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
48-6303469
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)
$621,817
Income (IRS master file)
$178,376

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$66,767$39,933$621,817XML
990-PFApril 2025$56,761$38,095$594,905XML
990-PFApril 2024$25,498$36,716$576,253XML
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 48-6303469).

Questions about OLIVER L HAGG CHARITABLE TRUST II 100131

What is the EIN of OLIVER L HAGG CHARITABLE TRUST II 100131?
The employer identification number (EIN) of OLIVER L HAGG CHARITABLE TRUST II 100131 is 48-6303469.
Is OLIVER L HAGG CHARITABLE TRUST II 100131 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 II 100131 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OLIVER L HAGG CHARITABLE TRUST II 100131 file?
Form 990-PF. Private foundations file every year.
When is the next return of OLIVER L HAGG CHARITABLE TRUST II 100131 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 II 100131 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 II 100131?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $10,690 (UMB BANK, TRUSTEE).
How much revenue does OLIVER L HAGG CHARITABLE TRUST II 100131 have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $66,767, expenses of $39,933 and total assets of $621,817 at year end.

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