Oliver L Hagg Charitable Trust II 10013100

Private foundation · Grantmaker Kansas City, MO EIN: 48-6303469

Oliver L Hagg Charitable Trust II 10013100 is a private foundation, based in Kansas City, MO. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $622K in total assets. In 2026, it awarded 5 grants totaling $28K. Net investment income was $61K.

Key facts about Oliver L Hagg Charitable Trust II 10013100

In short: Oliver L Hagg Charitable Trust II 10013100 gave $28K across 5 grants in 2026 (avg $6K), mostly in Kansas. Source: 2026 IRS Form 990-PF.

EIN
48-6303469
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$28,000
Grants made (2026)
5
Average grant
$5,600
Median grant
$5,600
Total assets
$621,817
Primary geography
Kansas (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$622K

+4.5% YoY

Annual Giving

$28K

+6.5% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$6K

+6.5% YoY

Under IRS private-foundation payout rules, Oliver L Hagg Charitable Trust II 10013100 reported a distributable amount of $36K for 2026 — the minimum it must pay out in qualifying distributions.

How Oliver L Hagg Charitable Trust II 10013100 gives

  • Giving held roughly steady from 2023 to 2026 (−8%). Method
  • In 2026 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2026 grant dollars.

States

Cities

Salina

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants20204 grants20215 grants20225 grants20235 grants20245 grants20255 grants2026

From 2020 to 2026, annual grant giving ranged from $26K (2024) to $30K (2023). In 2026 it made 5 grants totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2026

Salina Area Chamber of Commerce: $6KSalina Area Chamber ofCommerce$6KThe First Tee - Saline County: $6KThe First Tee - Saline County$6KSalvation Army of Salina Kansas: $6KSalvation Army of SalinaKansas$6KFirst Covenant Church: $6KFirst Covenant Church$6KAm Ambucs: $6KAm Ambucs$6K

The largest 2026 recipient was Salina Area Chamber of Commerce ($6K). Together the top 5 received $28K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Salina Area Chamber of Commerce Salina, KSSupport of Charitable$5,600
The First Tee - Saline County Salina, KSSupport of Charitable$5,600
Salvation Army of Salina Kansas Salina, KSSupport of Charitable$5,600
First Covenant Church Salina, KSSupport of Charitable$5,600
Am Ambucs Salina, KSSupport of Charitable$5,600

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020202120222023202420252026
Metric202620252024
Total Assets$621,817$594,905$576,253
Revenue$66,767$56,761$25,498
Expenses$39,933$38,095$36,716
Qualifying Distributions$33,345$32,403$31,644
Net Investment Income$60,949$51,495$20,565
Distributable Amount$35,624$34,119$32,032

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 24, 2026)
  2. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Oliver L Hagg Charitable Trust II 10013100's only listed officer is UMB Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2026 filing

  • UMB Bank

    Trustee

    On filings since 2020

    2 hrs/week

    $10K (2020) → $11K (2026)

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Umb Bank — Trustee: $11KUmb BankTrustee$11K

The highest reported compensation on the 2026 filing was $11K, to Umb Bank (Trustee).

Frequently asked questions about Oliver L Hagg Charitable Trust II 10013100

How much does Oliver L Hagg Charitable Trust II 10013100 give each year?

Oliver L Hagg Charitable Trust II 10013100 gave $28K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $26K across 5 grants.

What is Oliver L Hagg Charitable Trust II 10013100's typical grant size?

Oliver L Hagg Charitable Trust II 10013100's median grant in 2026 was $5,600, and its average grant was $5,600, across 5 grants on its 2026 IRS Form 990-PF.

Where does Oliver L Hagg Charitable Trust II 10013100 give grants?

Oliver L Hagg Charitable Trust II 10013100 gives mostly in Kansas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salina, KS (5 grants).

Does Oliver L Hagg Charitable Trust II 10013100 give general operating support?

Not in 2026: none of the 5 grants with a stated purpose on Oliver L Hagg Charitable Trust II 10013100's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Charitable" (5 grants).

Who are Oliver L Hagg Charitable Trust II 10013100's largest grantees?

Oliver L Hagg Charitable Trust II 10013100's largest 2026 grantees include Salina Area Chamber of Commerce ($5,600), The First Tee - Saline County ($5,600) and Salvation Army of Salina Kansas ($5,600), according to its 2026 IRS Form 990-PF. Together they received 60% of its itemized 2026 grant dollars.

How large is Oliver L Hagg Charitable Trust II 10013100?

Oliver L Hagg Charitable Trust II 10013100 reported $622K in total assets on its 2026 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).

What is Oliver L Hagg Charitable Trust II 10013100's EIN?

Oliver L Hagg Charitable Trust II 10013100's EIN (Employer Identification Number) is 48-6303469. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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