ANGELICA BOWLBY CHARITABLE TR 103293: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANGELICA BOWLBY CHARITABLE TR 103293 (EIN 43-6937607)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202301289349103490
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T16:00:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-04-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,896,692 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $82,336 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $87,470 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $97,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,741 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,371 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,371 | 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 | $910 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $228 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $683 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $811 | 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 | $11,421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,241 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,886 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,886 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,425 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,945 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,887,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,801,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,756,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,968,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,941,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,896,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,968,361 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,941,745 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,968,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,941,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,968,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,941,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,968,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,176 | OtherIncreasesAmt |
| Subtotal | $1,942,572 | SubtotalAmt |
| Other Decreases | $827 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,941,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25. CROWDSTRIKE HOLDINGS INC - A | 2021-06-10 | 2022-01-13 | $4,377 | $5,714 | -$1,337 | -$1,337 | |
| 27. DOCUSIGN INC | 2020-03-12 | 2022-01-13 | $3,557 | $1,787 | $1,770 | $1,770 | |
| 34. FIVE BELOW | 2020-06-11 | 2022-01-13 | $6,021 | $4,019 | $2,002 | $2,002 | |
| 9. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-01-13 | $3,519 | $2,182 | $1,337 | $1,337 | |
| 32. BLOCK INC | 2021-08-12 | 2022-01-13 | $4,378 | $8,626 | -$4,248 | -$4,248 | |
| 34. TEXAS INSTRUMENTS INC | 2019-10-10 | 2022-01-13 | $6,292 | $4,356 | $1,936 | $1,936 | |
| 20. UNION PACIFIC CORP | 2019-07-11 | 2022-01-13 | $4,951 | $3,427 | $1,524 | $1,524 | |
| 25000. BANK OF AMERICA CORP 3.124% 20 JAN 2023 | 2017-02-15 | 2022-01-20 | $25,000 | $24,995 | $5 | $5 | |
| 12. ADOBE SYSTEMS INC | 2017-02-09 | 2022-02-10 | $5,922 | $1,398 | $4,524 | $4,524 | |
| 11. LAUDER ESTEE COMPANIES INC CLASS A | 2021-02-11 | 2022-02-10 | $3,464 | $3,177 | $287 | $287 | |
| 21. LAUDER ESTEE COMPANIES INC CLASS A | 2020-12-10 | 2022-02-10 | $6,613 | $5,185 | $1,428 | $1,428 | |
| 11. NETFLIX COM INC | 2021-09-17 | 2022-02-10 | $4,444 | $6,456 | -$2,012 | -$2,012 | |
| 30. STRYKER CORP | 2017-08-10 | 2022-02-10 | $7,651 | $4,320 | $3,331 | $3,331 | |
| 25000. WELLS FARGO & COMPANY 3.5% 08 MAR 2022 | 2017-06-19 | 2022-03-08 | $25,000 | $25,000 | |||
| 56. NIKE INC CLASS B | 2018-08-08 | 2022-03-10 | $7,059 | $4,521 | $2,538 | $2,538 | |
| 165. PENN NATIONAL GAMING INC | 2021-10-14 | 2022-03-10 | $7,251 | $12,387 | -$5,136 | -$5,136 | |
| 28. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-03-10 | $6,643 | $3,621 | $3,022 | $3,022 | |
| 25. ROCKWELL INTERNATIONAL CORP | 2020-06-11 | 2022-03-10 | $6,534 | $5,181 | $1,353 | $1,353 | |
| 281.855 VANGUARD REAL EST INDX-ADM | 2021-06-02 | 2022-03-11 | $41,399 | $41,100 | $299 | $299 | |
| 19. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-04-14 | $6,111 | $4,607 | $1,504 | $1,504 | |
| 15. MASTERCARD INC - A | 2017-01-12 | 2022-04-14 | $5,386 | $1,380 | $4,006 | $4,006 | |
| 21. SHERWIN-WILLIAMS CO | 2021-09-17 | 2022-04-14 | $5,328 | $6,189 | -$861 | -$861 | |
| 20000. US TREASURY N/B 1.75% 30 APR 2022 | 2017-03-22 | 2022-05-02 | $20,000 | $19,822 | $178 | $178 | |
| 15000. QUALCOMM INC 3% 20 MAY 2022 | 2019-11-15 | 2022-05-20 | $15,000 | $15,000 | |||
| 215. DUKE WEEKS REALTY CORP | 2019-08-15 | 2022-06-10 | $10,753 | $7,057 | $3,696 | $3,696 | |
| 222. GENERAL MOTORS CO | 2021-12-09 | 2022-06-10 | $7,802 | $13,053 | -$5,251 | -$5,251 | |
| 87. KKR & CO INC | 2021-12-09 | 2022-06-10 | $4,456 | $6,604 | -$2,148 | -$2,148 | |
| 26. ZSCALER INC | 2021-08-12 | 2022-06-10 | $3,998 | $6,306 | -$2,308 | -$2,308 | |
| 20000. CLOROX COMPANY 3.5% 15 DEC 2024 | 2019-09-05 | 2022-06-13 | $20,198 | $20,338 | -$140 | -$140 | |
| 28. ADVANCED MICRO DEVICES INC | 2022-02-10 | 2022-07-14 | $2,208 | $3,519 | -$1,311 | -$1,311 | |
| 40. NUCOR CORP | 2021-08-12 | 2022-07-14 | $4,342 | $5,025 | -$683 | -$683 | |
| 33. NVIDIA CORP | 2021-02-11 | 2022-08-11 | $5,916 | $4,362 | $1,554 | $1,554 | |
| 9. SVB FINANCIAL GROUP | 2021-10-14 | 2022-08-11 | $4,092 | $6,144 | -$2,052 | -$2,052 | |
| 10. SVB FINANCIAL GROUP | 2021-06-10 | 2022-08-11 | $4,546 | $5,693 | -$1,147 | -$1,147 | |
| 145. SOUTHWEST AIRLINES CO | 2020-12-10 | 2022-08-11 | $5,644 | $6,805 | -$1,161 | -$1,161 | |
| 62. ABBOTT LABORATORIES | 2018-09-13 | 2022-09-16 | $6,451 | $3,671 | $2,780 | $2,780 | |
| 87. EDWARDS LIFESCIENCES CORP | 2020-10-15 | 2022-09-16 | $8,110 | $6,725 | $1,385 | $1,385 | |
| 127. MARVELL TECHNOLOGY INC | 2022-03-10 | 2022-09-16 | $5,855 | $9,434 | -$3,579 | -$3,579 | |
| 62. ZOETIS INC | 2022-02-10 | 2022-09-16 | $9,748 | $12,575 | -$2,827 | -$2,827 | |
| 10000. AFLAC INC 3.625% 15 NOV 2024 | 2019-06-25 | 2022-09-30 | $10,000 | $10,138 | -$138 | -$138 | |
| 31. GENERAC HOLDINGS INC | 2022-08-11 | 2022-10-13 | $4,532 | $9,171 | -$4,639 | -$4,639 | |
| 13. GOLDMAN SACHS GROUP INC | 2022-08-11 | 2022-10-13 | $3,997 | $4,584 | -$587 | -$587 | |
| 5. GOLDMAN SACHS GROUP INC | 2020-01-09 | 2022-10-13 | $1,537 | $1,212 | $325 | $325 | |
| 20. LINDE PLC | 2020-12-10 | 2022-10-13 | $5,639 | $5,029 | $610 | $610 | |
| 3948. BGF INTERNATIONAL ALPHA-INST | 2021-03-03 | 2022-11-01 | $39,243 | $58,540 | -$19,297 | -$19,297 | |
| 2459.641 OAKMARK INTERNATIONAL-INST | 2019-02-25 | 2022-11-01 | $51,628 | $55,932 | -$4,304 | -$4,304 | |
| 906.726 NUANCE MID CAP VALUE-INST | 2016-11-21 | 2022-11-01 | $11,398 | $10,346 | $1,052 | $1,052 | |
| 96. ALPHABET INC | 2021-10-14 | 2022-11-10 | $9,035 | $12,138 | -$3,103 | -$3,103 | |
| 56. AMAZON COM INC | 2016-06-08 | 2022-11-10 | $5,393 | $2,030 | $3,363 | $3,363 | |
| 36. META PLATFORMS INC-CLASS A | 2022-06-10 | 2022-11-10 | $4,032 | $6,348 | -$2,316 | -$2,316 | |
| 27. ALBEMARLE CORP | 2022-09-16 | 2022-12-15 | $6,492 | $7,739 | -$1,247 | -$1,247 | |
| 49. BLACKSTONE INC | 2022-06-10 | 2022-12-15 | $3,790 | $5,254 | -$1,464 | -$1,464 | |
| 55. BLACKSTONE INC | 2021-08-12 | 2022-12-15 | $4,255 | $6,144 | -$1,889 | -$1,889 | |
| 23. PIONEER NATURAL RESOURCES CO | 2021-02-11 | 2022-12-15 | $5,160 | $2,862 | $2,298 | $2,298 | |
| 40. SALESFORCE INC | 2018-08-08 | 2022-12-15 | $5,211 | $4,839 | $372 | $372 | |
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,741 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,965 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,397 | OverpaymentAmt |
| Applied To ES Tax | $666 | AppliedToESTaxAmt |
| Refund | $731 | 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 | $24,741 | 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 | $1,754,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $112,415 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,008,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,008,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,977,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,331 | TotalTaxAmt |
| Distributable Before Adj | $97,566 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,566 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,566 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,740 | 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 | $95,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,886 | 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 | $95,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,886 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,854 | 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 | $83,712 | 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 | $32,754 |
| RUSSELL REGIONAL HOSPITAL | ||||||||
| 200 S MAIN | RUSSELL | KS | 676652997 | NONE | PC | CHARITABLE CONTRIBUTION PER | $49,132 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,886 | 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 | $33,517 | 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 | -$17,965 | 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 | ROYALTY INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $82,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,888 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $910 | LegalFeesAmt |
| Net Investment Income | $228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $683 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $637 |
| ROUNDING | $3 |
| RETURN OF CAPITAL ADJUSTMENT | $187 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY EXPENSES | $11,420 | $12,240 | $0 |
| ADR FEES | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $82,336 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $87,470 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS OF COST BASIS | Desc |
| Amt | $1,176 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $114 | $114 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,556 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,728 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $601 | $601 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $96 | $96 | $0 |