ANGELICA BOWLBY CHARITABLE TR 103293: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANGELICA BOWLBY CHARITABLE TR 103293 (EIN 43-6937607)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202531269349104908
- Schema version
- 2024v5.1
- 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 | 2025-05-06T20:01:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-22 | 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 | 2025-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,359,901 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,348 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $68,501 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,129 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $225,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,334 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,667 | 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 | $682 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,381 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $650 | 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 | $12,018 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,185 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $152,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,779 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,802,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,906,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,207,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,955,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,059,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,359,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,955,218 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,059,484 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,955,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,955,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,059,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,955,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $427 | OtherIncreasesAmt |
| Subtotal | $2,059,491 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (136 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 65. BOEING CO | 2022-12-15 | 2024-01-08 | $15,119 | $11,749 | $3,370 | $3,370 | |
| 19. DEERE & CO | 2021-10-14 | 2024-01-11 | $7,437 | $6,244 | $1,193 | $1,193 | |
| 14. NETFLIX COM INC | 2022-12-15 | 2024-01-11 | $6,916 | $4,069 | $2,847 | $2,847 | |
| 15000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024 | 2021-03-18 | 2024-02-01 | $15,000 | $15,000 | |||
| 15000. US BANCORP 3.375% 05 FEB 2024 | 2021-05-13 | 2024-02-05 | $15,000 | $15,000 | |||
| 7. INTUIT INC | 2019-01-10 | 2024-02-15 | $4,643 | $1,436 | $3,207 | $3,207 | |
| 49. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-02-15 | $4,206 | $4,422 | -$216 | -$216 | |
| 10. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-02-15 | $3,663 | $1,658 | $2,005 | $2,005 | |
| 5. SERVICENOW INC | 2023-01-30 | 2024-02-15 | $3,911 | $2,216 | $1,695 | $1,695 | |
| 36. TESLA INC | 2021-04-15 | 2024-02-15 | $7,156 | $8,599 | -$1,443 | -$1,443 | |
| 13. VERTEX PHARMACEUTICALS INC | 2022-09-16 | 2024-02-15 | $5,525 | $3,760 | $1,765 | $1,765 | |
| 39. ALPHABET INC | 2018-12-13 | 2024-02-28 | $5,310 | $1,800 | $3,510 | $3,510 | |
| 6. INTUIT INC | 2019-01-10 | 2024-02-28 | $3,956 | $1,231 | $2,725 | $2,725 | |
| 19. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-02-28 | $4,726 | $3,362 | $1,364 | $1,364 | |
| 12. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-02-28 | $3,786 | $1,990 | $1,796 | $1,796 | |
| 213. SCHLUMBERGER LTD | 2023-09-14 | 2024-02-28 | $10,250 | $12,108 | -$1,858 | -$1,858 | |
| 3. SERVICENOW INC | 2023-05-11 | 2024-02-28 | $2,280 | $1,355 | $925 | $925 | |
| 2. SERVICENOW INC | 2023-01-30 | 2024-02-28 | $1,520 | $886 | $634 | $634 | |
| 3. BOOKING HOLDINGS INC | 2023-03-09 | 2024-03-26 | $10,958 | $7,548 | $3,410 | $3,410 | |
| 41. PALO ALTO NETWORKS INC | 2022-06-10 | 2024-03-26 | $11,675 | $6,584 | $5,091 | $5,091 | |
| 24. VERTEX PHARMACEUTICALS INC | 2022-07-14 | 2024-03-26 | $10,033 | $6,257 | $3,776 | $3,776 | |
| 1372.234 CHAMPLAIN MID CAP FUND-INST | 2022-11-01 | 2024-03-27 | $36,296 | $27,562 | $8,734 | $8,734 | |
| 2299.898 NUANCE MID CAP VALUE-INST | 2016-11-21 | 2024-03-27 | $28,910 | $26,242 | $2,668 | $2,668 | |
| 8. ADOBE SYSTEMS INC | 2023-11-09 | 2024-04-11 | $3,884 | $4,638 | -$754 | -$754 | |
| 37. MORGAN STANLEY DEAN WITTER & CO | 2022-08-11 | 2024-04-11 | $3,206 | $2,274 | $932 | $932 | |
| 6. NVIDIA CORP | 2020-05-14 | 2024-04-11 | $5,403 | $479 | $4,924 | $4,924 | |
| 22. UNITEDHEALTH GROUP INC | 2018-07-11 | 2024-04-11 | $9,769 | $3,787 | $5,982 | $5,982 | |
| 35. AMERICAN TOWER CORP | 2024-01-11 | 2024-05-09 | $6,529 | $7,262 | -$733 | -$733 | |
| 10. IDEXX LABORATORIES CORP | 2024-02-15 | 2024-05-09 | $5,019 | $5,682 | -$663 | -$663 | |
| 30. ACCENTURE PLC-CL A | 2018-09-13 | 2024-05-09 | $9,163 | $5,168 | $3,995 | $3,995 | |
| 29. DISNEY WALT HOLDING CO | 2024-03-26 | 2024-06-13 | $2,890 | $3,491 | -$601 | -$601 | |
| 26. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-06-13 | $4,421 | $4,350 | $71 | $71 | |
| 30. NUCOR CORP | 2021-08-12 | 2024-06-13 | $4,617 | $3,769 | $848 | $848 | |
| 4. O'REILLY AUTOMOTIVE INC | 2020-06-11 | 2024-06-13 | $3,997 | $1,613 | $2,384 | $2,384 | |
| 72. PENTAIR PLC | 2023-07-13 | 2024-06-26 | $5,358 | $4,813 | $545 | $545 | |
| 150. CHIPOTLE MEXICAN GRILL INC | 2023-08-10 | 2024-07-30 | $7,890 | $5,538 | $2,352 | $2,352 | |
| 17. CROWDSTRIKE HOLDINGS INC - A | 2024-03-26 | 2024-07-30 | $3,948 | $5,628 | -$1,680 | -$1,680 | |
| 100. MONDELEZ INTERNATIONAL INC-A | 2024-02-28 | 2024-07-30 | $6,702 | $7,328 | -$626 | -$626 | |
| 16. SYNOPSYS INC | 2023-10-12 | 2024-07-30 | $8,409 | $7,950 | $459 | $459 | |
| 46. VERTIV HOLDINGS CO-A | 2024-05-09 | 2024-07-30 | $3,337 | $4,519 | -$1,182 | -$1,182 | |
| 31. MARRIOTT INTERNATIONAL INC CLASS A | 2023-06-15 | 2024-08-15 | $6,905 | $5,486 | $1,419 | $1,419 | |
| 12. MCKESSON HBOC INC | 2022-10-13 | 2024-08-15 | $6,554 | $4,253 | $2,301 | $2,301 | |
| 30. NUCOR CORP | 2021-08-12 | 2024-08-15 | $4,354 | $3,769 | $585 | $585 | |
| 40000. US TREASURY NOTE/BOND 2.375% 15 AUG 2024 | 2017-03-30 | 2024-08-15 | $40,000 | $40,000 | |||
| 10. INTUIT INC | 2023-05-11 | 2024-09-12 | $6,410 | $2,715 | $3,695 | $3,695 | |
| 7. MARTIN MARIETTA MATERIALS INC | 2024-06-13 | 2024-09-12 | $3,605 | $3,974 | -$369 | -$369 | |
| 59. MERCK & CO. INC. | 2024-03-26 | 2024-09-12 | $6,802 | $7,412 | -$610 | -$610 | |
| 15. MICROSOFT CORP | 2023-04-13 | 2024-09-12 | $6,390 | $4,813 | $1,577 | $1,577 | |
| 105. BANK OF AMERICA CORP | 2024-04-11 | 2024-10-10 | $4,185 | $3,840 | $345 | $345 | |
| 10. INTUIT INC | 2019-01-10 | 2024-10-10 | $6,177 | $2,051 | $4,126 | $4,126 | |
| 40. MARATHON PETROLEUM CORP COM | 2024-02-28 | 2024-10-10 | $6,609 | $6,692 | -$83 | -$83 | |
| 9. MCKESSON HBOC INC | 2023-10-12 | 2024-10-10 | $4,567 | $4,144 | $423 | $423 | |
| 10. MCKESSON HBOC INC | 2022-10-13 | 2024-10-10 | $5,074 | $3,544 | $1,530 | $1,530 | |
| 21. MICROSOFT CORP | 2023-04-13 | 2024-10-10 | $8,720 | $5,098 | $3,622 | $3,622 | |
| 35. PEPSICO INC | 2022-01-13 | 2024-10-10 | $6,025 | $6,105 | -$80 | -$80 | |
| 22. EXTRA SPACE STORAGE INC | 2024-08-15 | 2024-11-14 | $3,594 | $3,683 | -$89 | -$89 | |
| 9. LILLY ELI & COMPANY | 2022-03-10 | 2024-11-14 | $7,119 | $2,394 | $4,725 | $4,725 | |
| 69. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-11-14 | $4,109 | $1,737 | $2,372 | $2,372 | |
| 247. PFIZER INC | 2024-07-30 | 2024-11-14 | $6,473 | $7,747 | -$1,274 | -$1,274 | |
| 17. CHUBB LTD | 2024-03-26 | 2024-11-14 | $4,861 | $4,370 | $491 | $491 | |
| 8. AXON ENTERPRISE INC | 2024-02-15 | 2024-12-06 | $5,519 | $2,180 | $3,339 | $3,339 | |
| 10. COSTCO WHOLESALE CORP | 2020-08-13 | 2024-12-06 | $9,935 | $3,363 | $6,572 | $6,572 | |
| 39. GENERAL DYNAMICS CORP | 2024-01-11 | 2024-12-06 | $10,572 | $9,768 | $804 | $804 | |
| 58. WAL MART STORES INC | 2023-08-10 | 2024-12-06 | $5,553 | $3,097 | $2,456 | $2,456 | |
| 62. EXXON MOBIL CORP | 2024-04-11 | 2024-12-23 | $6,546 | $7,557 | -$1,011 | -$1,011 | |
| 47. IRON MOUNTAIN INC | 2024-05-09 | 2024-12-23 | $4,905 | $3,718 | $1,187 | $1,187 | |
| 6. LILLY ELI & COMPANY | 2022-03-10 | 2024-12-23 | $4,753 | $1,542 | $3,211 | $3,211 | |
| 55. PALANTIR TECHNOLOGIES INC-A | 2024-03-26 | 2024-12-23 | $4,420 | $1,385 | $3,035 | $3,035 | |
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,598 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,158 | 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 | $27,334 | 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 | $1,973,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $143,389 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,294,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,294,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,260,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,690 | TotalTaxAmt |
| Distributable Before Adj | $110,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,536 | 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 | $93,536 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,187 | 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 | $93,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,349 | 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 | $93,973 | 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 | $30,875 |
| RUSSELL REGIONAL HOSPITAL | ||||||||
| 200 S MAIN | RUSSELL | KS | 676652997 | NONE | PC | CHARITABLE CONTRIBUTION PER | $46,312 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,187 | 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 | $46,827 | 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 | $110,348 | 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 |
|---|---|---|
| SEC 897 CAP GAIN | 16 | $27 |
| ROYALTY INCOME | 16 | $68,474 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $225,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,676 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $455 | $114 | $341 |
| LEGAL FEES - INCOME (ALLOCABLE | $455 | $114 | $341 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $7 | Amt |
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 | $12,017 | $11,184 | $0 |
| ADR FEES | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECTION 897 CAPITAL GAIN | $27 | $27 |
| ROYALTY INCOME | $68,474 | $62,102 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS OF COST BASIS | Desc |
| Amt | $427 | 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 | $199 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,532 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $387 | $387 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $149 | $149 | $0 |