ANGELICA BOWLBY CHARITABLE TR 103293: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANGELICA BOWLBY CHARITABLE TR 103293 (EIN 43-6937607)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349103656
- Schema version
- 2023v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T22:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436937607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELICA BOWLBY CHARITABLE TRUST 13222500 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 8168601933 | 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 | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2024-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2024-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,166,633 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,652 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $69,485 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68,754 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,461 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,935 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,468 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,468 | 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 Rev And Expnss | $2,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $584 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,751 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $654 | 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 | $10,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,579 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,712 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,712 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,801,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,802,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,013,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,941,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,955,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,166,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,941,745 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,955,218 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,941,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,941,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,955,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,941,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,161 | OtherIncreasesAmt |
| Subtotal | $1,955,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 117. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2009-08-18 | 2023-01-09 | $11,445 | $2,858 | $8,587 | $8,587 | |
| 20. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-13 | $4,903 | $3,824 | $1,079 | $1,079 | |
| 411. FORD MOTOR CO | 2022-06-10 | 2023-01-13 | $5,212 | $5,260 | -$48 | -$48 | |
| 40. ON SEMICONDUCTOR | 2022-08-11 | 2023-01-13 | $2,599 | $2,663 | -$64 | -$64 | |
| 25000. GOLDMAN SACHS GROUP INC 3.625% 22 JAN 2023 | 2015-03-12 | 2023-01-23 | $25,000 | $25,000 | |||
| 31. ENPHASE ENERGY INC | 2022-04-14 | 2023-01-30 | $6,584 | $5,622 | $962 | $962 | |
| 11. ELEVANCE HEALTH INC | 2022-04-14 | 2023-02-09 | $5,345 | $5,699 | -$354 | -$354 | |
| 95. BIOMARIN PHARMACEUTICAL INC | 2023-02-09 | 2023-03-09 | $8,826 | $10,622 | -$1,796 | -$1,796 | |
| 24. DOLLAR GENERAL CORP | 2022-11-10 | 2023-03-09 | $5,228 | $6,085 | -$857 | -$857 | |
| 17. LULULEMON ATHLETICA INC | 2022-12-15 | 2023-03-09 | $5,122 | $5,569 | -$447 | -$447 | |
| 32. PIONEER NATURAL RESOURCES CO | 2020-12-10 | 2023-03-09 | $6,472 | $3,810 | $2,662 | $2,662 | |
| 76.293 MFS INSTL INTL EQUITY FUND | 2022-11-01 | 2023-04-06 | $2,372 | $1,981 | $391 | $391 | |
| 1630.083 VANGUARD DEV MKT INDX-ADM | 2021-03-03 | 2023-04-10 | $23,669 | $24,971 | -$1,302 | -$1,302 | |
| 35.207 VANGUARD INST INDEX-INST | 2016-09-22 | 2023-04-10 | $12,079 | $7,001 | $5,078 | $5,078 | |
| 51. CORTEVA INC | 2022-03-10 | 2023-04-13 | $3,194 | $2,704 | $490 | $490 | |
| 94. DEVON ENERGY CORP | 2022-09-16 | 2023-04-13 | $5,190 | $6,265 | -$1,075 | -$1,075 | |
| 100. PRINCIPAL FINANCIAL GROUP | 2022-10-13 | 2023-04-13 | $7,501 | $7,870 | -$369 | -$369 | |
| 25. UNION PACIFIC CORP | 2019-07-11 | 2023-04-13 | $4,943 | $4,283 | $660 | $660 | |
| 26. UNITED RENTALS INC | 2020-10-15 | 2023-04-13 | $9,674 | $4,925 | $4,749 | $4,749 | |
| 98. CVS CORPORATION | 2022-09-16 | 2023-05-11 | $6,753 | $10,013 | -$3,260 | -$3,260 | |
| 53. CORTEVA INC | 2022-09-16 | 2023-05-11 | $3,003 | $3,259 | -$256 | -$256 | |
| 113. CORTEVA INC | 2022-02-10 | 2023-05-11 | $6,402 | $5,740 | $662 | $662 | |
| 15. DEERE & CO | 2022-02-10 | 2023-05-11 | $5,564 | $5,868 | -$304 | -$304 | |
| 1. GRAINGER W W INC | 2022-11-10 | 2023-05-11 | $676 | $607 | $69 | $69 | |
| 88. BLOCK INC | 2023-03-09 | 2023-05-18 | $5,216 | $6,782 | -$1,566 | -$1,566 | |
| 32. AMGEN INC | 2022-12-15 | 2023-06-15 | $7,295 | $8,516 | -$1,221 | -$1,221 | |
| 91. DISNEY WALT HOLDING CO | 2022-04-14 | 2023-06-15 | $8,464 | $12,009 | -$3,545 | -$3,545 | |
| 24. GOLDMAN SACHS GROUP INC | 2020-08-13 | 2023-06-15 | $8,134 | $5,087 | $3,047 | $3,047 | |
| 7. LILLY ELI & COMPANY | 2022-03-10 | 2023-07-13 | $3,052 | $1,862 | $1,190 | $1,190 | |
| 3. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-07-13 | $2,870 | $1,232 | $1,638 | $1,638 | |
| 18. QUANTA SERVICES INC | 2021-11-11 | 2023-07-13 | $3,571 | $2,105 | $1,466 | $1,466 | |
| 10000. US TREASURY NOTE/BOND 2% 15 AUG 2025 | 2016-06-15 | 2023-07-24 | $9,447 | $10,088 | -$641 | -$641 | |
| 20000. US TREASURY NOTE/BOND 1.625% 15 MAY 2026 | 2018-09-20 | 2023-07-24 | $18,484 | $18,081 | $403 | $403 | |
| 23. DANAHER CORP | 2009-02-19 | 2023-08-10 | $5,916 | $464 | $5,452 | $5,452 | |
| 126. MICROCHIP TECHNOLOGY INC | 2023-03-09 | 2023-08-10 | $10,506 | $10,513 | -$7 | -$7 | |
| 54. ON SEMICONDUCTOR | 2022-07-14 | 2023-08-10 | $5,287 | $2,908 | $2,379 | $2,379 | |
| 30. QUANTA SERVICES INC | 2021-11-11 | 2023-08-10 | $6,002 | $3,109 | $2,893 | $2,893 | |
| 9. THERMO ELECTRON CORP | 2010-07-20 | 2023-08-10 | $4,916 | $444 | $4,472 | $4,472 | |
| 41. ADVANCED MICRO DEVICES INC | 2023-07-13 | 2023-09-14 | $4,395 | $4,757 | -$362 | -$362 | |
| 28. PEPSICO INC | 2023-05-11 | 2023-09-14 | $5,083 | $5,466 | -$383 | -$383 | |
| 2. PEPSICO INC | 2022-01-13 | 2023-09-14 | $363 | $349 | $14 | $14 | |
| 158. SCHWAB CHARLES CORP | 2021-10-14 | 2023-09-14 | $9,419 | $11,927 | -$2,508 | -$2,508 | |
| 179. DELTA AIR LINES INC | 2023-08-10 | 2023-10-12 | $6,269 | $8,027 | -$1,758 | -$1,758 | |
| 5. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2023-10-12 | $4,590 | $2,054 | $2,536 | $2,536 | |
| 28. QUANTA SERVICES INC | 2021-03-15 | 2023-10-12 | $4,984 | $2,476 | $2,508 | $2,508 | |
| 83. SHOPIFY INC - CLASS A | 2023-08-10 | 2023-10-12 | $4,427 | $4,693 | -$266 | -$266 | |
| .6667 VERALTO CORP | 2009-02-19 | 2023-10-13 | $48 | $5 | $43 | $43 | |
| 7. VERALTO CORP | 2009-02-19 | 2023-10-26 | $493 | $46 | $447 | $447 | |
| 123. ON SEMICONDUCTOR | 2022-08-11 | 2023-11-09 | $7,890 | $7,628 | $262 | $262 | |
| 25000. US TREASURY NOTE/BOND .125% 15 DEC 2023 | 2022-01-26 | 2023-12-15 | $25,000 | $24,600 | $400 | $400 | |
| 3636.364 DOUBLELINE TTL RTRN BND-I | 2015-03-13 | 2023-12-26 | $32,182 | $40,000 | -$7,818 | -$7,818 | |
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,123 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,652 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,332 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,332 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $199 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 AVE | 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 AVE | 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 | $24,935 | 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 | $1,721,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,887,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,887,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,858,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,531 | TotalTaxAmt |
| Distributable Before Adj | $91,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,931 | 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 | $97,931 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,712 | 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 | $97,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,219 | 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 | $77,187 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Hays Medical Center | ||||||||
| ATTN George Harms CFO | PO BOX 8100 | HAYES | KS | 67601 | NONE | PC | CHARITABLE CONTRIBUTION PER | $33,485 |
| RUSSELL REGIONAL HOSPITAL | ||||||||
| 200 S MAIN | RUSSELL | KS | 676652997 | NONE | PC | CHARITABLE CONTRIBUTION PER | $50,227 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,712 | 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 | $41,055 | 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 | $24,652 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RENTAL/ROYALTY INC | 16 | $68,754 |
| EXCISE TAX REFUND | 16 | $731 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,192 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $910 | $228 | $683 |
| LEGAL FEES - INCOME (ALLOCABLE | $1,424 | $356 | $1,068 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL/ROYALTY EXPENSES | $10,578 | $10,578 | $0 |
| OTHER EXPENSES | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $68,754 | $68,754 |
| EXCISE TAX REFUND | $731 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS OF COST BASIS | Desc |
| Amt | $1,161 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $114 | $114 | $0 |
| FEDERAL ESTIMATES - INCOME | $666 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $434 | $434 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $106 | $106 | $0 |