BANGS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BANGS FAMILY FOUNDATION (EIN 01-0756380)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-09
IRS object ID
201823139349100307
Schema version
2017v2.3
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)
Return2018-11-09T08:46:03-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480968262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIDGES & YALLALY CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110610 W SHAWNEE MISSION PARKWAY STEAddressLine1Txt
CitySHAWNEECityNm
State AbbreviationKSStateAbbreviationCd
ZIP662033501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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 M BANGSPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9138503335PhoneNum
Signature2018-11-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL WAYNE BRIDGES CPAPreparerPersonNm
PTINP00295425PTIN
Phone9136316581PhoneNum
Preparation2018-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.62.140.154IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm08:46:03IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id46DE3C4FF01DC7DC29CDCFC4979AEF6D943F97D8AtSubmissionCreationDeviceId
At Submission Filing Device Id904C89F2CFB0D4032484854C7E4BA1816E7F5E79AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,715,017FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,059InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,059InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,689DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,689DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$241,577NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$810,082GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$241,577CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$71OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$287,396TotalRevAndExpnssAmt
Total Net Invst Incm$287,325TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$105LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$985AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,435OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,435OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$941TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$17,810TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$66PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$88OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$29,430TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,430TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,435TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$111,966ExcessRevenueOverExpensesAmt
Net Investment Income$277,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$2CashBOYAmt
Cash EOY-$1CashEOYAmt
Sav And Temp Cash Invst BOY$38,319SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,816SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,842SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$960PrepaidExpensesEOYAmt
Corporate Stock BOY$747,605CorporateStockBOYAmt
Corporate Stock EOY$765,902CorporateStockEOYAmt
Corporate Stock EOYFMV$808,105CorporateStockEOYFMVAmt
Corporate Bonds BOY$683,943CorporateBondsBOYAmt
Corporate Bonds EOY$754,406CorporateBondsEOYAmt
Corporate Bonds EOYFMV$742,425CorporateBondsEOYFMVAmt
Other Investments BOY$103,341OtherInvestmentsBOYAmt
Other Investments EOY$109,089OtherInvestmentsEOYAmt
Other Investments EOYFMV$109,645OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,573,206TotalAssetsBOYAmt
Total Assets EOY$1,685,172TotalAssetsEOYAmt
Total Assets EOYFMV$1,715,017TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,573,206RetainedEarningBOYAmt
Retained Earning EOY$1,685,172RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,573,206TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,685,172TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,573,206TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,685,172TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,573,206TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$111,966ExcessRevenueOverExpensesAmt
Subtotal$1,685,172SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,685,172TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (105 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MFB NORTHN FDS MULTI-MGR GLOBALP2017-12-212017-12-27$502$496$6$6
CHEVRONTEXACO CORPP2008-11-132017-07-21$517$348$169$169
KOHLS CORPP2015-06-222017-07-21$3,053$4,852-$1,799-$1,799
SHIRE PHARMACEUTICALS GRPP2016-06-032017-07-21$986$1,152-$166-$166
DICKS SPORTING GOODSP2014-06-172017-12-27$4,188$6,244-$2,056-$2,056
SHIRE PHARMACEUTICALS GRPP2016-06-032017-12-27$6,710$8,253-$1,543-$1,543
NUCOR CORPP2015-07-242018-02-09$6,732$4,905$1,827$1,827
BECTON DICKINSON & COP2017-12-292018-01-08$70$69$1$1
CITIGROUP INC COM NEW COMP2013-10-282017-07-21$1,126$853$273$273
MASCO CORPP2016-01-272017-07-21$3,767$2,534$1,233$1,233
STARBUCKSP2012-08-092017-07-21$869$339$530$530
DUKE ENERGY CORP NEWP2015-12-232017-12-27$4,111$3,523$588$588
TWENTY FIRST CENTURY FOXP2016-06-222017-12-27$13,363$12,088$1,275$1,275
RED HAT INCP2016-09-162018-02-09$10,425$5,863$4,562$4,562
BECTON DICKINSON & COP2017-12-292018-02-09$4,443$4,501-$58-$58
COCA COLA COP2016-06-282017-07-21$809$792$17$17
MCDONALDS CORPP2011-09-232017-07-21$770$432$338$338
TWENTY FRIST CENTURY FOXP2014-01-152017-07-21$890$1,049-$159-$159
EOG RES INCP2015-08-202017-12-27$8,873$6,360$2,513$2,513
TWITTER INCP2015-11-042017-12-27$3,573$4,472-$899-$899
SALESFORCE COM INCP2015-01-132018-02-09$14,630$8,094$6,536$6,536
ACTIVISION BLIZZARD INCP2015-01-202017-07-21$425$141$284$284
COSTCO WHSL CORP NEWP2008-01-172017-07-21$451$195$256$256
MONDELEZ INTLP2014-10-302017-07-21$920$724$196$196
TWITTER INCP2015-07-302017-07-21$1,431$2,229-$798-$798
EXPRESS SCRIPTS HLDGP2016-09-162017-12-27$11,747$8,516$3,231$3,231
ZIMMER HLDGS INCP2015-06-042017-12-27$11,413$9,845$1,568$1,568
SCHWAB CHARLES CORPP2016-02-042018-02-09$8,843$4,533$4,310$4,310
ALLIANCE DATA SYSTEMSP2016-06-152017-07-21$2,342$2,084$258$258
DICKS SPORTING GOODSP2015-10-152017-07-21$2,541$3,172-$631-$631
NIKE INCP2009-12-082017-07-21$955$255$700$700
WELLS FARGO & COP2016-06-282017-07-21$1,794$1,508$286$286
EXXON MOBIL CORPP2016-06-282017-12-27$13,813$12,025$1,788$1,788
ALLERGAN PLC COMP2016-05-032017-12-27$7,485$9,743-$2,258-$2,258
STARBUCKSP2012-08-092018-02-09$9,469$3,976$5,493$5,493
ALLSTATE CORPP2016-06-282017-07-21$892$673$219$219
WALT DISNEY COP2006-05-192017-07-21$964$268$696$696
NORFOLK SOUTHN CORPP2011-08-102017-07-21$587$338$249$249
ZIMMER HLDGS INCP2015-06-042017-07-21$1,036$914$122$122
GENERAL ELECTRICP2016-06-282017-12-27$8,687$10,327-$1,640-$1,640
C R BARD INCP2013-03-182017-12-29$13,932$4,256$9,676$9,676
WELLS FARGO & COP2016-06-282018-02-09$21,799$12,691$9,108$9,108
ALPHABET INC CAP STK CL CP2014-10-222017-07-21$1,938$1,067$871$871
DUKE ENERGY CORP NEWP2015-12-232017-07-21$339$288$51$51
NUCOR CORPP2014-12-182017-07-21$3,312$2,507$805$805
ALLERGAN PLC COMP2016-05-242017-07-21$1,006$891$115$115
GILEAD SCIENCES INCP2016-06-072017-12-27$7,450$6,949$501$501
MFB NORTHN FDS ULTRA SHORT FIP2014-08-272018-01-16$25,000$25,123-$123-$123
ALPHABET INC CAP STK CL CP2015-01-132018-06-15$25,242$7,048$18,194$18,194
ALPHABET INC CAPITAL STOCK CL AP2009-04-162017-07-21$992$194$798$798
EOG RES INCP2015-08-202017-07-21$557$465$92$92
ORACLE CORPP2010-10-062017-07-21$812$442$370$370
ACTIVISION BLIZZARD INCP2015-01-202017-12-27$5,251$1,667$3,584$3,584
KOHLS CORPP2016-06-072017-12-27$8,632$6,527$2,105$2,105
AMERICAN TOWER CORPP2016-07-122018-02-09$10,863$6,095$4,768$4,768
ALPHABET INC CL AP2009-04-162018-06-15$12,723$2,131$10,592$10,592
AMERICAN TOWER CORPP2016-07-122017-07-21$957$813$144$144
EXPRESS SCRIPTS HLDGP2012-11-162017-07-21$812$674$138$138
PFIZER INCP2016-02-252017-07-21$803$729$74$74
ALLIANCE DATA SYSTEMSP2016-06-152017-12-27$4,999$4,169$830$830
MONDELEZ INTLP2014-10-302017-12-27$10,687$8,520$2,167$2,167
BAXTER INTL INCP2015-03-192018-02-09$11,105$6,409$4,696$4,696
APPLE COMPUTER INCP2006-07-242018-06-15$36,605$1,687$34,918$34,918
APPLE COMPUTER INCP2006-07-242017-07-21$2,401$139$2,262$2,262
EXXON MOBIL CORPP2016-06-282017-07-21$1,122$1,265-$143-$143
PROCTER & GAMBLE COP2014-10-302017-07-21$619$606$13$13
ALLSTATE CORPP2016-06-282017-12-27$12,132$7,811$4,321$4,321
MFB NORTHN FDS MULTI-MGR GLOBALP2016-12-152017-12-27$51,581$66,235-$14,654-$14,654
CITGROUP INCP2014-07-282018-02-09$14,510$10,102$4,408$4,408
COSTCO WHSL CORP NEWP2008-01-172018-06-15$6,831$2,143$4,688$4,688
C R BARD INCP2013-03-182017-07-21$966$304$662$662
GENERAL ELECTRICP2016-06-282017-07-21$1,084$1,256-$172-$172
QUALCOMM INCP2011-09-232017-07-21$646$595$51$51
BIOGEN INC COMMON STOCKP2015-12-112017-12-27$12,174$10,448$1,726$1,726
ORACLE CORPP2010-10-062017-12-27$9,159$5,362$3,797$3,797
INTERCONTINENTAL EXCH INCP2016-06-282018-02-09$16,508$8,189$8,319$8,319
WALT DISNEY COP2006-05-192018-06-15$11,636$3,191$8,445$8,445
BAXTER INTL INCP2015-03-192017-07-21$939$563$376$376
GILEAD SCIENCES INCP2016-06-072017-07-21$593$701-$108-$108
RED HAT INCP2016-02-182017-07-21$4,057$2,728$1,329$1,329
CVS CORPP2016-06-282017-12-27$12,523$10,232$2,291$2,291
PFIZER INCP2016-02-252017-12-27$10,748$7,637$3,111$3,111
MASCO CORPP2016-09-162018-02-09$8,199$5,625$2,574$2,574
HOME DEPOTP2012-01-232018-06-15$24,178$5,384$18,794$18,794
BIOGEN INC COMMON STOCKP2015-08-202017-07-21$848$865-$17-$17
HOME DEPOTP2012-01-232017-07-21$1,466$445$1,021$1,021
SALESFORCE COM INCP2015-01-132017-07-21$1,076$696$380$380
CELGENE CORPP2016-09-162017-12-27$8,901$8,776$125$125
PROCTER & GAMBLE COP2014-10-302017-12-27$8,112$5,334$2,778$2,778
MCDONALDS CORPP2011-09-232018-02-09$10,326$5,592$4,734$4,734
MFC ISHARES TR MSCIP2013-10-182018-06-15$87,382$82,695$4,687$4,687
CVS CORPP2015-10-272017-07-21$1,078$1,462-$384-$384
INTERCONTINENTAL EXCH INCP2016-06-282017-07-21$1,333$986$347$347
SCHLUMBERGER LTDP2014-10-222017-07-21$666$961-$295-$295
CHEVRONTEXACO CORPP2008-11-132017-12-27$8,029$4,460$3,569$3,569
QUALCOMM INCP2015-12-112017-12-27$9,483$6,882$2,601$2,601
NIKE INCP2016-09-162018-02-09$11,847$5,260$6,587$6,587
JP MORGAN CHASEP2014-07-282018-06-15$31,906$9,513$22,393$22,393
CELGENE CORPP2016-02-252017-07-21$964$714$250$250
JP MORGAN CHASEP2014-07-282017-07-21$2,278$1,479$799$799
SCHWAB CHARLES CORPP2016-02-042017-07-21$630$374$256$256
COCA COLA COP2016-06-282017-12-27$9,983$9,590$393$393
SCHLUMBERGER LTDP2014-12-192017-12-27$8,248$10,095-$1,847-$1,847
NORFOLK SOUTHN CORPP2011-08-102018-02-09$8,529$4,320$4,209$4,209
NXP SEMICONDUCTORSP2015-11-042018-06-15$10,006$7,463$2,543$2,543
FieldValueIRS element (for citing)
Capital Gain Net Income$241,577CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$51NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$133,459AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,718,641NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.077654DistributionYr1Rt
Adjusted Qlfy Distri Yr2$127,805AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,734,946NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073665DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,990AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,908,427NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073354DistributionYr3Rt
Adjusted Qlfy Distri Yr4$139,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,936,701NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071901DistributionYr4Rt
Adjusted Qlfy Distri Yr5$125,050AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,912,099NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065399DistributionYr5Rt
Total Distribution0.361973TotalDistributionRt
Average Distribution0.072395AverageDistributionRt
Net Vl Noncharitable Assets$1,743,460NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$126,218AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,779NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$128,997AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$146,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,779InvestmentIncomeExciseTaxAmt
Subtotal$2,779SubtotalAmt
Tax Based On Investment Income$2,779TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Tax Due$1,819TaxDueAmt

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 M 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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE M BANGS
18 ARMADA STHILTON HEADSC29928DIRECTOR000.00$0$0$0
DAVID L BANGS
3598 W 80 NKOKOMOIN46901DIRECTOR000.00$0$0$0
MICHAEL E BANGS
2343 CARRIAGE CIRCLEOCEANSIDECA92056DIRECTOR000.00$0$0$0
THERESA K WOOD
1708 GOLDENROD LANEKELLERTX76248DIRECTOR000.00$0$0$0
JEFFREY M BANGS
24632 W 96TH STLENEXAKS66227CHAIRMAN000.00$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$1,746,836AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,174AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,770,010TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,770,010AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,550CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,743,460NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,173MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,173MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,779TaxBasedOnInvestmentIncomeAmt
Total Tax$2,779TotalTaxAmt
Distributable Before Adj$84,394DistributableBeforeAdjAmt
Distributable Before Ded$84,394DistributableBeforeDedAmt
Distributable As Adjusted$84,394DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,000ExpensesAndContributionsAmt
Qualifying Distributions$146,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,779PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$143,221AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,394DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,944ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,075ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,893ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,075ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,409ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$216,396TotalExcessDistributionCyovAmt
Qualifying Distributions$146,000QualifyingDistributionsAmt
Applied To Current Year$84,394AppliedToCurrentYearAmt
Remaining Distri From Corpus$61,606RemainingDistriFromCorpusAmt
Total Corpus$278,002TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,944ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$246,058ExcessDistriCyovToNextYrAmt
Excess From Year4$45,075ExcessFromYear4Amt
Excess From Year3$46,893ExcessFromYear3Amt
Excess From Year2$43,075ExcessFromYear2Amt
Excess From Year1$49,409ExcessFromYear1Amt
Excess From Current Year$61,606ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AVENUE OF LIFE
PO BOX 34495KANSAS CITYMO64116UNAFFILIATED501(C)(3)DONATION$10,000
ALL STAR EQUESTRIAN FOUNDATION
PO BOX 892MANSFIELDTX76063UNAFFILIATED501(C)(3)DONATION$25,0006601 FM 2738
CASA DE AMPARO
3355 MISSION AVEOCEANSIDECA92058UNAFFILIATED501(C)(3)DONATION$25,000
SEMPER FI FUND
825 COLLEGE BLVDOCEANSIDECA92057UNAFFILIATED501(C)(3)DONATION$10,000
VOLUNTEERS IN MEDICINE
162 ST PAUL STREETBURLINGTONVT05401UNAFFILIATED501(C)(3)DONATION$20,000
DEEP WELL PROJECT
PO BOX 5543HILTON HEAD ISLANDSC29938UNAFFILIATED501(C)(3)DONATION$5,000
HOWARD COUNTY RIGHT TO LIFE
PO BOX 2303KOKOMOIN46904UNAFFILIATED501(C)(3)DONATION$1,000
GABRIEL PROJECT
PO BOX 141172STATEN ISLANDNY10314UNAFFILIATED501(C)(3)DONATION$13,000
LIVING ALTERNATIVES
115 N MULBERRY STKOKOMOIN46901UNAFFILIATED501(C)(3)DONATION$11,000
BLUE DOOR PROJECT
3535 WOOD AVEKANSAS CITYKS66102UNAFFILIATED501C3DONATION$1,000
CHAMPIONS SPECIAL MINISTRIES
11509 BRADSHAW STOVERLAND PARKKS66210UNAFFILATED501 (C) (3)DONATION$1,000
MIDLAND HOUSING ALLIANCE-TRANSITION
2025 MAIN STCOLUMBIASC29201UNAFFILIATED501(C)(3)DONATION$1,000
ST VINCENT FOUNDATION
8402 HARCOURT RD SUITE 21INDIANAPOLISIN46260UNAFFILIATED501 (C)(3)DONATION$1,000
SOCIETY OF ST VINCENT DE PAUL-HOUST
2403 HOLCOMBE BLVDHOUSTONTX77021UNAFFILIATED501 (C) (3)DONATION$5,000
TEAM RUBICON
6171 CENTURY BLVD STE 310LOS ANGELESCA90045UNAFFILIATED501 (C) (3)DONATION$5,000
SERVICE DOGS INC
4925 BELL SPRINGS RDDRIPPING SPRINGSTX78620UNAFFILIATED501(C)(3)DONATION$1,000
TAPS
3033 WILSON BLVD STE 630ARLINGTONVA22201UNAFFILATED501 (C) (3)DONATION$1,000
WESTSIDE FAMILY CHURCH
8500 WOODSONIA DRLENEXAKS66227UNAFFILIATED501 (C) (3)DONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,059RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,689RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$241,577RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Related Or Exempt Function Incm$71RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$287,396RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$287,396TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$985Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN TRUST- FIXED INCOME SECBondNm
EOY Book Value$754,406EOYBookValueAmt
EOYFMV$742,425EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHERN TRUST-STOCKSStockNm
EOY Book Value$765,902EOYBookValueAmt
EOYFMV$808,105EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST-REAL ESTATE FUNDSAT COST$51,924$51,219
NORTHERN TRUST-COMMODITIESAT COST$57,165$58,426

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$105LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEES$40
PENALTIES$28
POSTAGE$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Revenue And Expenses Per Books$71RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNORTHERN TRUST FEESCategoryTxt
Amt$9,435Amt
Net Investment Income$9,435NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$941Amt

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