BANGS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BANGS FAMILY FOUNDATION (EIN 01-0756380)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-28
IRS object ID
202410169349101086
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-28T12:33:55-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873282337PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YALLALY CPA FIRM PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16700 ANTIOCH RD STE 130AddressLine1Txt
CityMERRIAMCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010756380EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANGS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBANGBusinessNameControlTxt
Phone9138503335PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124632 W 96TH STAddressLine1Txt
CityLENEXACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66227ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY BANGSPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9138503335PhoneNum
Signature2023-12-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastBANGSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY T YALLALY CPAPreparerPersonNm
PTINP00331045PTIN
Phone9132438797PhoneNum
Preparation2023-12-27PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,495,937FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16,759InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,759InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$43,519DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,519DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$58,441NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$510,060GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$58,441CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$128,723TotalRevAndExpnssAmt
Total Net Invst Incm$118,719TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$208LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,490AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$11,573OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,627TaxesRevAndExpnssAmt
Taxes Net Invst Incm$408TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$8,776TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$1,013OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$24,687TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$408TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$408TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,039ExcessRevenueOverExpensesAmt
Net Investment Income$118,311NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,484CashBOYAmt
Cash EOY$20,115CashEOYAmt
Cash EOYFMV$20,113CashEOYFMVAmt
Sav And Temp Cash Invst BOY$37,089SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$80,938SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,938SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$782PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$782PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,311,431CorporateStockBOYAmt
Corporate Stock EOY$1,198,425CorporateStockEOYAmt
Corporate Stock EOYFMV$1,516,369CorporateStockEOYFMVAmt
Corporate Bonds BOY$641,628CorporateBondsBOYAmt
Corporate Bonds EOY$685,248CorporateBondsEOYAmt
Corporate Bonds EOYFMV$619,991CorporateBondsEOYFMVAmt
Other Investments BOY$254,261OtherInvestmentsBOYAmt
Other Investments EOY$234,346OtherInvestmentsEOYAmt
Other Investments EOYFMV$257,744OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,274,893TotalAssetsBOYAmt
Total Assets EOY$2,219,854TotalAssetsEOYAmt
Total Assets EOYFMV$2,495,937TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,274,893RetainedEarningBOYAmt
Retained Earning EOY$2,219,854RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,274,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,219,854TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,274,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,219,854TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,274,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,039ExcessRevenueOverExpensesAmt
Subtotal$2,219,854SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,219,854TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MFB NORTHERN FUNDS ULTRA SHORT FIXEDP2022-08-042022-08-04$781$794-$13-$13
MFC ISHARES TR IBOXX 3 YR TARGETP2022-03-302022-12-16$5,021$5,531-$510-$510
MFB NORTHERN FDS FIXED INCOME FDP2023-06-152023-06-15$2,516$2,530-$14-$14
MFO DFA IVT DIMENSIONS GRP INC RE SEP2021-06-292022-08-04$36,000$29,616$6,384$6,384
MFC ISHARES TR MSCI EAFE INDEX FDP2017-12-272022-08-04$15,603$16,771-$1,168-$1,168
MFB NORTHERN FUNDS ULTRA SHORT FIXEDP2017-07-262022-08-04$49,497$50,517-$1,020-$1,020
MFB NORTHER FUNDS EMERGING MKTS EQUIP2020-12-172022-09-19$66,000$58,766$7,234$7,234
MFC FLEXSHARES TR MORNINGSTAR US MKTP2018-06-152022-12-16$17,958$14,065$3,893$3,893
MFC FLEXHARES TURST STOXX GLOBAL BRAP2020-05-132022-12-16$65,571$58,784$6,787$6,787
MFC FLEXSHARES TR MORNINGSTAR US MKTP2018-06-152023-01-19$61,764$47,077$14,687$14,687
MFC FLEXSHARES TR MORNINGSTAR US MKTP2022-03-162023-06-15$24,508$24,571-$63-$63
MFB NORTHERN FDS FIXED INCOME FDP2022-05-242023-06-15$67,958$77,845-$9,887-$9,887
MFC FLEXSHARES TR STOX US ESG SELECTP2020-08-312023-06-16$31,298$24,948$6,350$6,350
MFB NORTHN MID CAP INDEX FDP2021-12-162023-06-16$40,000$39,804$196$196
P
FieldValueIRS element (for citing)
Capital Gain Net Income$58,441CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$537NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,645InvestmentIncomeExciseTaxAmt
Subtotal$1,645SubtotalAmt
Tax Based On Investment Income$1,645TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$1,707TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY BANGSIndividualWithBooksNm
Phone9138503335PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124632 W 96TH STAddressLine1Txt
CityLENEXACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66227ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE BANGS
481 NAVIGATOR DRLENOIR CITYTN37772DIRECTOR000.00$0$0$0
MICHAEL BANGS
2343 CARRIAGE CIRCLEOCEANSIDECA92056DIRECTOR000.00$0$0$0
THERESA K WOOD
317 ADMIRAL COURTLENOIR CITYTN37772DIRECTOR000.00$0$0$0
JEFFREY BANGS
24632 W 96TH STLENEXAKS66227CHAIRMAN000.00$0$0$0
DAVID A WOOD
317 ADMIRAL COURTLENOIR CITYTN37772DIRECTOR000.00$0$0$0
TAMMY BANGS
24632 W 96TH STLENEXAKS66227SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,495,229AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,842AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$829,342FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,380,413TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,380,413AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,706CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,344,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,235MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,235MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,645TaxBasedOnInvestmentIncomeAmt
Total Tax$1,645TotalTaxAmt
Distributable Before Adj$115,590DistributableBeforeAdjAmt
Distributable Before Ded$115,590DistributableBeforeDedAmt
Distributable As Adjusted$115,590DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,075ExpensesAndContributionsAmt
Qualifying Distributions$159,075QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,590DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$61,606ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$57,311ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,266ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$27,910ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$209,093TotalExcessDistributionCyovAmt
Qualifying Distributions$159,075QualifyingDistributionsAmt
Applied To Current Year$115,590AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,485RemainingDistriFromCorpusAmt
Total Corpus$252,578TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$61,606ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$190,972ExcessDistriCyovToNextYrAmt
Excess From Year4$57,311ExcessFromYear4Amt
Excess From Year3$62,266ExcessFromYear3Amt
Excess From Year1$27,910ExcessFromYear1Amt
Excess From Current Year$43,485ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA DE AMPARO
3355 MISSION AVEOCEANSIDECA92058UNAFFILIATED501(C) (3)DONATION$25,000
JOY MEADOWS
PO BOX 182BASEHORKS66007UNAFFILIATED501(C)(3)DONATION$25,000
RESTORATION HOUSE OF EAST TENNESSEE
2205 VILLAGE PLACE WAYKNOXVILLETN37923UNAFFILIATED501(C)(3)DONATION$25,000
CHILDREN'S SKIN DISEASE FOUNDATION
1600 S MAIN ST STE 325WALNUT HILLCA94596UNAFILLIATED501(C)(3)DONATION$25,000
SHANGRI-LA THERAPEUTIC ACADEMY OF R
11800 HIGHWAY 11ELENOIR CITYTN37772UNAFFILIATEDDONATION$25,800
SECOND WIND FOUNDATION
6324 LAKECREST DRSHAWNEEKS66218UNAFFILIATEDDONATION$8,750
MISSION ADELANTE
22 S 18TH STKANSAS CITYKS66102UNAFFILIATEDDONATION$6,250
KANSAS CITY DREAM CENTER
1500 CENTRAL AVEKANSAS CITYKS66102UNAFFILIATEDDONATION$10,000
SEMPER FI FUND
825 COLLEGE BLVDOCEANSIDECA92057UNAFFILIATEDDONATION$8,275
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,075TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,759ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,519ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$58,441RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNORTHERN TRUST MISC INCOMEDesc
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$60,278ExclusionAmt
Related Or Exempt Function Incm$58,445RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,723TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJEFF BANGSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124632 W 96TH STAddressLine1Txt
CityLENEXACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66227ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,490Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN TRUST - FIXED INCOMEBondNm
EOY Book Value$685,248EOYBookValueAmt
EOYFMV$619,991EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHER TRUST- STOCKSStockNm
EOY Book Value$1,198,425EOYBookValueAmt
EOYFMV$1,516,369EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST-COMMODITIESAT COST$121,357$129,506
NORTHERN TRUST-REAL ESTATE FUNDSAT COST$112,989$128,238

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$208LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MEMBERSHIP DUES$795
PENALTIES$218

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNORTHERN TRUST MISC INCOMEDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNORTHERN TRUST FEESCategoryTxt
Amt$11,573Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSES$26
EXCISE TAX$1,193
FOREIGN TAX WITHHELD$408$408

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