ANGELICA BOWLBY CHARITABLE TR 103293: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANGELICA BOWLBY CHARITABLE TR 103293 (EIN 43-6937607)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202011329349100001
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-10T23:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-14 | 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 | 2020-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,870,107 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $494,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,327 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $48,933 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48,933 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $96,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,300 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,096 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,096 | 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 | $22,222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,062 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,140 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,140 | 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 | $8,962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,962 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,121 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,756 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,715,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,691,082 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,749,351 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,841,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,811,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,870,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,841,659 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,811,838 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,841,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,811,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,841,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,811,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,841,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $1,811,933 | SubtotalAmt |
| Other Decreases | $95 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,811,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 264.753 CARILLON EAGLE SMALL CAP GROWTH FUND I | 2016-11-21 | 2019-01-08 | $12,578 | $15,064 | -$2,486 | -$2,486 | |
| 20. JOHNSON & JOHNSON | 2016-06-08 | 2019-01-10 | $2,591 | $2,319 | $272 | $272 | |
| 50. LINDE PUBLIC LIMITED CO | 2017-12-01 | 2019-01-10 | $8,080 | $7,536 | $544 | $544 | |
| 35. AMGEN INC | 2018-10-11 | 2019-02-14 | $6,555 | $6,822 | -$267 | -$267 | |
| 55. TARGET CORP | 2018-07-11 | 2019-02-14 | $3,989 | $4,276 | -$287 | -$287 | |
| 3000.799 IVY INTERNATIONAL CORE EQUITY I | 2018-03-26 | 2019-02-25 | $51,014 | $60,016 | -$9,002 | -$9,002 | |
| 5460.812 IVY INTERNATIONAL CORE EQUITY I | 2016-07-14 | 2019-02-25 | $92,834 | $89,185 | $3,649 | $3,649 | |
| 1523. NUANCE MID CAP VALUE - I | 2016-11-21 | 2019-02-25 | $18,504 | $17,377 | $1,127 | $1,127 | |
| 15000. CBS CORPORATION DTD 8/19/2014 2.300% 8/15/2019 | 2015-11-02 | 2019-03-07 | $15,000 | $14,917 | $83 | $83 | |
| 12. CHIPOTLE MEXICAN GRILL INC | 2018-03-15 | 2019-04-11 | $8,497 | $3,825 | $4,672 | $4,672 | |
| 9. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-04-11 | $2,119 | $979 | $1,140 | $1,140 | |
| 75. SCHWAB CHARLES CORP | 2018-05-10 | 2019-04-11 | $3,314 | $4,424 | -$1,110 | -$1,110 | |
| 17. VISA INC | 2016-09-15 | 2019-04-11 | $2,679 | $1,395 | $1,284 | $1,284 | |
| 10000. OCCIDENTAL PETROLEUM CORP DTD 6/23/2015 3.500% 6/15/2025 | 2017-12-19 | 2019-05-03 | $10,021 | $10,286 | -$265 | -$265 | |
| 50. CLOROX CO | 2018-10-11 | 2019-05-09 | $7,355 | $7,145 | $210 | $210 | |
| 790.704 MFS MID CAP GROWTH FUND CLASS R 6 | 2019-02-25 | 2019-05-28 | $15,909 | $15,055 | $854 | $854 | |
| 232.694 MFS MID CAP GROWTH FUND CLASS R 6 | 2016-05-18 | 2019-05-28 | $4,682 | $3,383 | $1,299 | $1,299 | |
| 6. FEDEX CORP | 2019-02-14 | 2019-06-12 | $967 | $1,106 | -$139 | -$139 | |
| 30. FEDEX CORP | 2017-12-01 | 2019-06-12 | $4,837 | $6,732 | -$1,895 | -$1,895 | |
| 2664. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2014-07-25 | 2019-06-20 | $35,671 | $36,204 | -$533 | -$533 | |
| 25000. AMERIPRISE FINANCIAL INC DTD 6/8/2009 7.300% 6/28/2019 | 2016-02-04 | 2019-06-28 | $25,000 | $25,000 | |||
| 10. BOEING CO | 2018-02-15 | 2019-07-11 | $3,584 | $3,552 | $32 | $32 | |
| 10. BOEING CO | 2018-10-11 | 2019-07-11 | $3,584 | $3,607 | -$23 | -$23 | |
| 50. LILLY ELI & COMPANY | 2018-08-08 | 2019-07-11 | $5,473 | $5,127 | $346 | $346 | |
| 10. NVIDIA CORP | 2018-09-13 | 2019-07-11 | $1,658 | $2,712 | -$1,054 | -$1,054 | |
| 30. NVIDIA CORP | 2015-12-01 | 2019-07-11 | $4,973 | $983 | $3,990 | $3,990 | |
| 41. AUTODESK INC | 2019-04-11 | 2019-08-15 | $5,859 | $7,036 | -$1,177 | -$1,177 | |
| 125. MORGAN STANLEY DEAN WITTER & CO | 2016-08-24 | 2019-08-15 | $4,879 | $3,867 | $1,012 | $1,012 | |
| 15. NETFLIX COM INC | 2018-01-11 | 2019-08-15 | $4,405 | $3,044 | $1,361 | $1,361 | |
| 12. INTUITIVE SURGICAL INC | 2019-01-10 | 2019-09-13 | $6,277 | $6,175 | $102 | $102 | |
| 50. STARBUCKS CORP | 2018-12-13 | 2019-09-13 | $4,519 | $3,347 | $1,172 | $1,172 | |
| 7. UNITEDHEALTH GROUP INC | 2019-08-15 | 2019-09-13 | $1,636 | $1,711 | -$75 | -$75 | |
| 8. UNITEDHEALTH GROUP INC | 2018-07-11 | 2019-09-13 | $1,870 | $2,040 | -$170 | -$170 | |
| 30. XILINX INC | 2019-07-11 | 2019-09-13 | $3,160 | $3,539 | -$379 | -$379 | |
| 9. MASTERCARD INC - CLASS A | 2017-01-12 | 2019-10-10 | $2,460 | $979 | $1,481 | $1,481 | |
| 25. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-10-10 | $2,510 | $2,748 | -$238 | -$238 | |
| 50. STARBUCKS CORP | 2018-12-13 | 2019-10-10 | $4,290 | $3,347 | $943 | $943 | |
| 35. XILINX INC | 2019-07-11 | 2019-10-10 | $3,249 | $3,802 | -$553 | -$553 | |
| 20000. SOUTHWEST AIRLINES CO DTD 11/6/2014 2.750% 11/6/2019 | 2016-10-20 | 2019-11-06 | $20,000 | $20,000 | |||
| 15000. FMC CORP DTD 11/30/2009 5.200% 12/15/2019 | 2016-12-15 | 2019-11-08 | $15,051 | $15,050 | $1 | $1 | |
| 25. NEXTERA ENERGY INC | 2016-02-11 | 2019-11-13 | $5,697 | $2,805 | $2,892 | $2,892 | |
| 38. PAYPAL HOLDINGS INC | 2019-05-09 | 2019-11-13 | $3,884 | $4,051 | -$167 | -$167 | |
| 25000. JP MORGAN CHASE & CO DTD 1/25/2013 3.200% 1/25/2023 | 2017-05-18 | 2019-12-12 | $25,733 | $25,339 | $394 | $394 | |
| 25000. BB&T CORPORATION DTD 12/8/2014 2.450% SER MTN 1/15/2020 | 2015-03-11 | 2019-12-16 | $25,000 | $25,056 | -$56 | -$56 | |
| CAPITAL GAIN DIVIDENDS | $2,343 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,327 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,907 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,732,347 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042663 | DistributionYr1Rt |
| Total Distribution | 0.042663 | TotalDistributionRt |
| Average Distribution | 0.042663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,751,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $688 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,404 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,688 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $688 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $688 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $688 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,389 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,389 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,701 | OverpaymentAmt |
| Applied To ES Tax | $344 | AppliedToESTaxAmt |
| Refund | $6,357 | 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 | $22,192 | 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 | $1,531,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $108,246 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,777,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,777,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,751,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $688 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $688 | TotalTaxAmt |
| Distributable Before Adj | $86,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,688 | 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 | $77,688 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $688 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,686 | 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 | $77,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,686 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,002 | 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 | $18,876 | 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 | $26,044 |
| RUSSELL COUNTY HOSPITAL BOARD | ||||||||
| SHARON COLLINS - CEO | 200 S MAIN ST | RUSSELL | KS | 676652997 | NONE | PC | CHARITABLE CONTRIBUTION PER | $39,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,110 | 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 | $36,347 | 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 | $11,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $48,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,607 | 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 | $95 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $8,962 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,962 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $48,933 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,933 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 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 | $13,771 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $6,413 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $976 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $685 | $685 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $275 | $275 | $0 |