ANGELICA BOWLBY CHARITABLE TR 103293: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANGELICA BOWLBY CHARITABLE TR 103293 (EIN 43-6937607)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-02
- IRS object ID
- 202141229349100904
- Schema version
- 2020v4.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-02T16:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 132225 | 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 | 2021-04-28 | 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 | 2021-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,034,659 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $429,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,806 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $42,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $110,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,326 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,663 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,663 | 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 | $759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | 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 | $7,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,671 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $120,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,873 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,691,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,702,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,903,786 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,811,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,833,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,034,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,811,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,833,418 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,811,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,833,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,811,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,833,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,811,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,833,765 | SubtotalAmt |
| Other Decreases | $347 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,833,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 29. APPLE COMPUTER INC | 2018-12-13 | 2020-01-09 | $8,955 | $4,257 | $4,698 | $4,698 | |
| 35. CONSTELLATION BRANDS INC CLASS A | 2017-08-10 | 2020-01-09 | $6,771 | $6,849 | -$78 | -$78 | |
| 90. PROGRESSIVE CORP OHIO | 2019-07-11 | 2020-01-09 | $6,633 | $6,891 | -$258 | -$258 | |
| 55. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-01-09 | $2,990 | $2,865 | $125 | $125 | |
| 25000. MORGAN STANLEY DTD 1/27/2015 2.650% 1/27/2020 | 2016-08-23 | 2020-01-27 | $25,000 | $25,000 | |||
| 1425. SEAFARER OVERSEAS GROWTH & INCOME FD I | 2019-02-25 | 2020-03-06 | $16,145 | $18,798 | -$2,653 | -$2,653 | |
| 1151. OAKMARK INTERNATIONAL FUND INSTITUTIONAL | 2019-02-25 | 2020-03-06 | $23,239 | $26,174 | -$2,935 | -$2,935 | |
| 130. ISHARES CORE S&P 500 ETF | 2016-09-22 | 2020-03-06 | $38,473 | $28,540 | $9,933 | $9,933 | |
| 210. BANK OF AMERICA CORP | 2018-03-15 | 2020-03-12 | $4,331 | $5,543 | -$1,212 | -$1,212 | |
| 70. COMCAST CORP NEW | 2019-09-13 | 2020-03-12 | $2,472 | $3,288 | -$816 | -$816 | |
| 30. EOG RESOURCES INC | 2020-01-09 | 2020-03-12 | $962 | $2,648 | -$1,686 | -$1,686 | |
| 60. EOG RESOURCES INC | 2015-08-13 | 2020-03-12 | $1,924 | $4,898 | -$2,974 | -$2,974 | |
| 43. RAYTHEON CO | 2020-01-09 | 2020-03-12 | $6,243 | $8,951 | -$2,708 | -$2,708 | |
| 100. SOUTHWEST AIRLINES CO | 2018-06-14 | 2020-03-25 | $3,992 | $5,206 | -$1,214 | -$1,214 | |
| 36. UNITED RENTALS INC | 2019-04-11 | 2020-03-25 | $3,454 | $4,494 | -$1,040 | -$1,040 | |
| 48. ABBOTT LABORATORIES | 2018-09-13 | 2020-05-14 | $4,399 | $3,285 | $1,114 | $1,114 | |
| 165. COMCAST CORP NEW | 2019-11-13 | 2020-05-14 | $5,866 | $7,606 | -$1,740 | -$1,740 | |
| 50. HONEYWELL INTERNATIONAL INC | 2016-03-10 | 2020-05-14 | $6,290 | $4,683 | $1,607 | $1,607 | |
| 15. BROADCOM INC | 2020-01-09 | 2020-06-11 | $4,423 | $4,581 | -$158 | -$158 | |
| 155. CISCO SYSTEMS INC | 2020-01-09 | 2020-06-11 | $6,796 | $7,177 | -$381 | -$381 | |
| 125. KELLOGG CO | 2019-10-10 | 2020-06-11 | $7,985 | $7,808 | $177 | $177 | |
| 10. DOCUSIGN INC. | 2020-03-12 | 2020-07-09 | $2,104 | $662 | $1,442 | $1,442 | |
| 19. FACEBOOK INC - A SHS | 2014-12-22 | 2020-07-09 | $4,626 | $1,549 | $3,077 | $3,077 | |
| 1444. MANNING & NAPIER INTL. DISCOVERY CL Z | 2019-02-25 | 2020-08-10 | $36,071 | $29,401 | $6,670 | $6,670 | |
| 256. TRIBUTARY SMALL CO INSTITUTIONAL PLUS | 2019-01-08 | 2020-08-10 | $6,249 | $6,518 | -$269 | -$269 | |
| 1314. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2017-08-10 | 2020-08-10 | $17,332 | $17,790 | -$458 | -$458 | |
| 58. ACTIVISION BLIZZARD INC | 2019-09-13 | 2020-08-13 | $4,727 | $3,241 | $1,486 | $1,486 | |
| 1. AMAZON COM INC | 2016-06-08 | 2020-08-13 | $3,176 | $727 | $2,449 | $2,449 | |
| 11. APPLE COMPUTER INC | 2016-02-11 | 2020-08-13 | $5,071 | $1,027 | $4,044 | $4,044 | |
| 70. FISERV INC | 2018-09-13 | 2020-09-10 | $6,639 | $5,676 | $963 | $963 | |
| 683. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-06 | 2020-10-02 | $34,636 | $34,608 | $28 | $28 | |
| 22. BECTON DICKINSON & CO | 2018-01-11 | 2020-10-15 | $5,169 | $4,906 | $263 | $263 | |
| 20. LOCKHEED MARTIN CORP | 2020-03-12 | 2020-10-15 | $7,709 | $6,237 | $1,472 | $1,472 | |
| 709. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-06 | 2020-11-04 | $35,953 | $35,925 | $28 | $28 | |
| 35. CME GROUP INC | 2018-11-19 | 2020-11-13 | $5,813 | $6,229 | -$416 | -$416 | |
| 15. SALESFORCE.COM INC | 2018-08-08 | 2020-11-13 | $3,743 | $2,180 | $1,563 | $1,563 | |
| 5. VISA INC | 2016-09-15 | 2020-11-13 | $1,054 | $410 | $644 | $644 | |
| 355. JPMORGAN ULTRA-SHORT INCOME ETF | 2020-03-06 | 2020-11-25 | $18,023 | $17,988 | $35 | $35 | |
| 15000. REPUBLIC SERVICES INC DTD 5/21/2012 3.550% 6/1/2022 | 2016-09-27 | 2020-12-09 | $15,688 | $15,278 | $410 | $410 | |
| 14. DANAHER CORP | 2009-02-19 | 2020-12-10 | $3,126 | $283 | $2,843 | $2,843 | |
| 28. MICROSOFT CORP | 2018-04-12 | 2020-12-10 | $5,915 | $2,632 | $3,283 | $3,283 | |
| 39. NIKE INC CLASS B | 2018-08-08 | 2020-12-10 | $5,372 | $3,149 | $2,223 | $2,223 | |
| 75. WASTE MANAGEMENT INC DEL | 2018-11-19 | 2020-12-10 | $8,619 | $6,029 | $2,590 | $2,590 | |
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,635 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,806 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $688 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $688 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $484 | 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 | $23,326 | 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 | $1,640,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,845,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,845,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,817,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,172 | TotalTaxAmt |
| Distributable Before Adj | $89,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,709 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,098 | 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 | $68,098 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,876 | 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 | $68,098 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,876 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,222 | 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 | $40,487 | 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 | HAYS | KS | 67601 | NONE | PC | CHARITABLE CONTRIBUTION PER | $21,981 |
| RUSSELL COUNTY HOSPITAL BOARD | ||||||||
| SHARON COLLINS - CEO | 200 S MAIN ST | RUSSELL | KS | 676652997 | NONE | PC | CHARITABLE CONTRIBUTION PER | $32,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,953 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,290 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,806 | 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 | $36,869 |
| EXCISE TAX REFUND | 1 | $5,381 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,346 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAID | $41 |
| ROUNDING | $3 |
| CORPORATE ACTION TRANSFER TO INCOME | $303 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $7,671 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,671 | 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 | $36,869 | $36,869 |
| EXCISE TAX REFUND | $5,381 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $21 | $21 | $0 |
| STATE INCOME TAXES - INCOME | $121 | $121 | $0 |
| FEDERAL ESTIMATES - INCOME | $344 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $182 | $182 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $91 | $91 | $0 |