ANGELICA BOWLBY CHARITABLE TR 103293: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANGELICA BOWLBY CHARITABLE TR 103293 (EIN 43-6937607)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202201259349101695
- Schema version
- 2021v4.1
- 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 | 2022-05-05T19:00:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,175,831 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $478,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,544 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $60,011 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,011 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $217,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,040 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,020 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,020 | 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 | $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 | $2,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $674 | 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 | $7,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,212 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,873 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,425 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,702,545 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,887,936 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,095,406 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,833,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,968,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,175,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,833,418 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,968,361 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,833,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,968,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,833,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,968,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,833,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $1,968,390 | SubtotalAmt |
| Other Decreases | $29 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,968,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14. META PLATFORMS INC-CLASS A | 2020-01-09 | 2021-01-14 | $3,449 | $2,899 | $550 | $550 | |
| 100. MERCK & CO. INC. | 2018-11-19 | 2021-01-14 | $8,213 | $7,648 | $565 | $565 | |
| 250. TWITTER INC | 2020-09-10 | 2021-01-14 | $11,413 | $8,433 | $2,980 | $2,980 | |
| 2. ALPHABET INC | 2018-12-13 | 2021-02-11 | $4,163 | $2,141 | $2,022 | $2,022 | |
| 27. APPLE COMPUTER INC | 2016-02-11 | 2021-02-11 | $3,637 | $630 | $3,007 | $3,007 | |
| 130. BROWN FORMAN CORPORATION CLASS B | 2018-05-10 | 2021-02-11 | $9,902 | $7,344 | $2,558 | $2,558 | |
| 65. MARSH & MCLENNAN COMPANY INC | 2019-11-13 | 2021-02-11 | $7,336 | $6,830 | $506 | $506 | |
| 728. DRIEHAUS EMERG MKTS GRW-INST | 2020-09-02 | 2021-03-03 | $37,412 | $32,418 | $4,994 | $4,994 | |
| 46. OAKMARK INTERNATIONAL-INST | 2019-02-25 | 2021-03-03 | $1,313 | $1,046 | $267 | $267 | |
| 83. ISHARES RUSSELL MID-CAP ETF | 2009-11-11 | 2021-03-03 | $6,049 | $1,888 | $4,161 | $4,161 | |
| 103. ISHARES TR S&P SMALL CAP 600 INDEX FUND | 2009-11-11 | 2021-03-03 | $11,110 | $2,535 | $8,575 | $8,575 | |
| 708.31 RAINIER INTL DSCVRY-Z | 2017-06-06 | 2021-03-03 | $22,142 | $13,236 | $8,906 | $8,906 | |
| 174. VANGUARD INST INDEX-INST | 2019-06-20 | 2021-03-03 | $58,807 | $37,577 | $21,230 | $21,230 | |
| 477. DRIEHAUS SMALL CAP GROW-INST | 2020-08-10 | 2021-03-11 | $13,060 | $8,815 | $4,245 | $4,245 | |
| 8. ADOBE SYSTEMS INC | 2017-02-09 | 2021-03-15 | $3,553 | $932 | $2,621 | $2,621 | |
| 71. CVS CORPORATION | 2021-01-14 | 2021-03-15 | $5,303 | $5,334 | -$31 | -$31 | |
| 10. COSTAR GROUP INC | 2019-11-13 | 2021-03-15 | $8,357 | $5,640 | $2,717 | $2,717 | |
| 45. DOLLAR GENERAL CORP | 2019-02-14 | 2021-03-15 | $8,726 | $5,362 | $3,364 | $3,364 | |
| 15000. NORTHROP GRUMMAN CORP DTD 11/8/2010 3.500% 3/15/2021 | 2015-12-09 | 2021-03-15 | $15,000 | $15,000 | |||
| 13. FIVE BELOW | 2019-02-14 | 2021-04-15 | $2,558 | $1,694 | $864 | $864 | |
| 22. LULULEMON ATHLETICA INC | 2020-09-10 | 2021-04-15 | $7,162 | $6,957 | $205 | $205 | |
| 15000. ALTRIA GROUP INC DTD 5/5/2011 4.750% 5/5/2021 | 2015-12-09 | 2021-05-05 | $15,000 | $15,000 | |||
| 16. REGENERON PHARMACEUTICALS | 2021-01-14 | 2021-05-13 | $8,259 | $9,017 | -$758 | -$758 | |
| 20. ROCKWELL INTERNATIONAL CORP | 2020-08-13 | 2021-05-13 | $5,321 | $4,681 | $640 | $640 | |
| 24. APPLE COMPUTER INC | 2016-02-11 | 2021-06-10 | $3,024 | $560 | $2,464 | $2,464 | |
| 13. DOCUSIGN INC | 2020-03-12 | 2021-06-10 | $3,145 | $860 | $2,285 | $2,285 | |
| 50. ECOLAB INC | 2018-09-13 | 2021-06-10 | $10,690 | $7,603 | $3,087 | $3,087 | |
| 16. HOME DEPOT INC | 2018-06-14 | 2021-06-10 | $4,931 | $3,184 | $1,747 | $1,747 | |
| 57. ACTIVISION BLIZZARD INC | 2020-03-12 | 2021-08-12 | $4,849 | $3,145 | $1,704 | $1,704 | |
| 51. BOEING CO | 2021-03-15 | 2021-08-12 | $12,141 | $11,816 | $325 | $325 | |
| 16. DISNEY WALT HOLDING CO | 2020-08-13 | 2021-08-12 | $2,868 | $2,104 | $764 | $764 | |
| 60. DISNEY WALT HOLDING CO | 2018-12-13 | 2021-08-12 | $10,755 | $6,799 | $3,956 | $3,956 | |
| 53. INTERCONTINENTAL EXCHANGE IN | 2021-01-14 | 2021-08-12 | $6,253 | $6,125 | $128 | $128 | |
| 76. MICRON TECHNOLOGY INC | 2021-04-15 | 2021-08-12 | $5,358 | $6,869 | -$1,511 | -$1,511 | |
| 30. ABBVIE INC | 2021-01-14 | 2021-09-17 | $3,232 | $3,357 | -$125 | -$125 | |
| 45. ABBVIE INC | 2020-05-14 | 2021-09-17 | $4,848 | $4,055 | $793 | $793 | |
| 68. MARRIOTT INTERNATIONAL INC CLASS A | 2021-03-15 | 2021-09-17 | $9,795 | $9,530 | $265 | $265 | |
| 47. STARBUCKS CORP | 2020-06-11 | 2021-09-17 | $5,329 | $3,366 | $1,963 | $1,963 | |
| 10000. PACKAGING CORP OF AMERICA DTD 10/22/2013 4.500% 11/1/2023 | 2017-06-02 | 2021-10-08 | $10,801 | $10,264 | $537 | $537 | |
| 48. CATERPILLAR INC | 2021-03-15 | 2021-10-14 | $9,302 | $10,145 | -$843 | -$843 | |
| 42. META PLATFORMS INC-CLASS A | 2019-07-11 | 2021-10-14 | $13,805 | $6,530 | $7,275 | $7,275 | |
| 22. FEDEX CORP | 2020-10-15 | 2021-10-14 | $4,993 | $6,191 | -$1,198 | -$1,198 | |
| 13. BLOCK INC | 2021-08-12 | 2021-10-14 | $3,227 | $3,504 | -$277 | -$277 | |
| 238. WELLS FARGO & CO | 2021-06-10 | 2021-10-14 | $10,721 | $10,951 | -$230 | -$230 | |
| 38. PAYPAL HOLDINGS INC | 2021-02-11 | 2021-11-11 | $7,669 | $8,226 | -$557 | -$557 | |
| 15000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-03-21 | 2021-11-15 | $15,000 | $15,000 | |||
| 26. CROWDSTRIKE HOLDINGS INC - A | 2021-08-12 | 2021-12-09 | $5,198 | $6,364 | -$1,166 | -$1,166 | |
| 83. STARBUCKS CORP | 2020-03-26 | 2021-12-09 | $9,606 | $5,786 | $3,820 | $3,820 | |
| 26. TEXAS INSTRUMENTS INC | 2019-09-13 | 2021-12-09 | $5,054 | $3,379 | $1,675 | $1,675 | |
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,475 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,172 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,556 | 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 | $26,040 | 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 | $1,949,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $74,991 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,104,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,104,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,073,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,728 | TotalTaxAmt |
| Distributable Before Adj | $100,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,936 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,537 | 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 | $59,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,487 | 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 | $59,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,487 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,050 | 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 | $81,886 | 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 | $18,014 |
| RUSSELL REGIONAL HOSPITAL | ||||||||
| 200 S MAIN | RUSSELL | KS | 676652997 | NONE | PC | CHARITABLE CONTRIBUTION PER | $27,021 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,035 | 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 | $38,364 | 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 | $119,544 | 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 |
|---|---|---|
| ROYALTY INCOME | 16 | $59,035 |
| EXCISE TAX REFUND | 1 | $976 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,919 | 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 (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 | ACCRUED INTEREST PAID | Desc |
| Amt | $29 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $7,836 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $59,035 | $62,011 |
| EXCISE TAX REFUND | $976 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $15 | $15 | $0 |
| STATE INCOME TAXES - INCOME | $87 | $87 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $484 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,172 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $474 | $474 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $98 | $98 | $0 |