BANGS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BANGS FAMILY FOUNDATION (EIN 01-0756380)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-03
IRS object ID
201743079349100344
Schema version
2016v3.0
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)
Return2017-11-03T16:30:47-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-10-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL WAYNE BRIDGES CPAPreparerPersonNm
PTINP00295425PTIN
Phone9136316581PhoneNum
Preparation2017-10-23PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id67FB7809B453DCDAEFA4FD11D7CC434F8D103AE3AtSubmissionCreationDeviceId
At Submission Filing Device IdFDDBF78C8890A571EA768C8F9116CB765016DFD9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,796,700FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,425InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,425InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,268DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,268DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,510NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$309,865GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,510CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$115,203TotalRevAndExpnssAmt
Total Net Invst Incm$105,203TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$101LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$11,100OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,100OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,875TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$11,056TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$25,382TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$134,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,100TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$134,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,579ExcessRevenueOverExpensesAmt
Net Investment Income$94,103NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$3CashBOYAmt
Cash EOY-$2CashEOYAmt
Sav And Temp Cash Invst BOY$17,301SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,319SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,339SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$820,649CorporateStockBOYAmt
Corporate Stock EOY$747,605CorporateStockEOYAmt
Corporate Stock EOYFMV$984,573CorporateStockEOYFMVAmt
Corporate Bonds BOY$681,072CorporateBondsBOYAmt
Corporate Bonds EOY$683,943CorporateBondsEOYAmt
Corporate Bonds EOYFMV$689,405CorporateBondsEOYFMVAmt
Other Investments BOY$98,766OtherInvestmentsBOYAmt
Other Investments EOY$103,341OtherInvestmentsEOYAmt
Other Investments EOYFMV$84,383OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,617,785TotalAssetsBOYAmt
Total Assets EOY$1,573,206TotalAssetsEOYAmt
Total Assets EOYFMV$1,796,700TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,617,785RetainedEarningBOYAmt
Retained Earning EOY$1,573,206RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,617,785TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,573,206TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,617,785TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,573,206TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,617,785TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,579ExcessRevenueOverExpensesAmt
Subtotal$1,573,206SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,573,206TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALLIANCE DATA SYSTEMSP2016-06-152016-07-12$1,704$1,668$36$36
NXP SEMICONDUCTORSP2015-07-222016-07-12$1,853$2,034-$181-$181
WALT DISNEYP2006-05-192016-07-12$2,704$805$1,899$1,899
PFIZER INCP2012-11-162016-07-12$3,149$2,068$1,081$1,081
BIOVERATIV INCP2015-08-202017-02-02$21$24-$3-$3
ALLSTATE CORPP2016-06-282016-07-12$2,365$2,289$76$76
SHIRE PHARMACEUTICALSP2016-06-032016-07-13$123$140-$17-$17
EXPRESS SCRIPTSP2012-06-212016-07-12$3,129$2,114$1,015$1,015
PROCTER & GAMBLEP2014-10-302016-07-12$2,314$2,339-$25-$25
ACTIVISIONP2015-01-202017-03-10$6,649$2,711$3,938$3,938
BIOGEN INC COMMON STOCKP2015-08-202016-07-12$2,786$3,437-$651-$651
RACKSPACE HOSTINGP2015-12-212016-11-03$6,912$5,322$1,590$1,590
EXXON MOBILP2014-11-072016-07-12$1,328$1,321$7$7
QUALCOMM INC.P2011-07-182016-07-12$2,292$2,310-$18-$18
BIOVERATIV INCP2015-12-112017-03-10$1,059$927$132$132
CELGENEP2016-02-252016-07-12$2,066$2,040$26$26
ACTIVISIONP2015-01-202016-07-12$2,344$1,104$1,240$1,240
GENERAL ELECTRICP2012-12-122016-07-12$4,512$2,712$1,800$1,800
SALESFORCE COM INCP2014-11-212016-07-12$3,275$2,333$942$942
FORTIVE CORPP2003-08-142017-03-10$2,620$418$2,202$2,202
COCA COLAP2016-06-282016-07-12$2,825$2,727$98$98
ALPHABET INCP2014-10-222016-07-12$6,484$4,804$1,680$1,680
GILEAD SCIENCES INCP2013-05-302016-07-12$2,337$1,513$824$824
SCHLUMBERGER LTD ISINP2014-10-222016-07-12$2,706$3,286-$580-$580
MFB NORTHN HI YIELD FXDP2014-10-232017-03-10$30,987$34,270-$3,283-$3,283
DUKE ENERGYP2015-12-232016-07-12$1,266$1,078$188$188
ALPHABET INCP2012-01-132016-07-12$2,929$1,013$1,916$1,916
HOME DEPOTP2012-01-232016-07-12$4,987$1,646$3,341$3,341
STARBUCKSP2014-06-162016-07-12$3,045$1,853$1,192$1,192
PIMCO FDS PAC INVT MGMT SERP2015-05-292017-03-10$31,985$33,960-$1,975-$1,975
EOG RES INCP2015-08-202016-07-12$1,957$1,784$173$173
APPLEP2006-07-242016-07-12$5,549$496$5,053$5,053
INTERCONTINENTAL EXCHANGE INCP2012-06-062016-07-12$3,907$1,916$1,991$1,991
TWENTY FIRST CENTURY FOXP2015-04-142016-07-12$3,030$3,614-$584-$584
MFC SPDR TR UNIT SERP2015-02-182017-03-10$56,314$49,673$6,641$6,641
EXXONP2016-06-282016-07-12$3,226$3,073$153$153
CR BARD INCP2013-03-182016-07-12$2,826$1,216$1,610$1,610
JP MORGAN CHASEP2014-07-282016-07-12$4,359$4,083$276$276
WELLS FARGOP2010-12-072016-07-12$5,459$2,938$2,521$2,521
MASCOP2016-01-272016-07-12$2,203$1,707$496$496
BAXTER INTLP2015-03-192016-07-12$2,669$2,145$524$524
KOHLSP2015-06-222016-07-12$2,304$3,703-$1,399-$1,399
ZIMMER HOLDINGSP2015-03-192016-07-12$3,511$3,319$192$192
RACKSPACE HOSTINGP2015-12-182016-07-12$1,398$1,515-$117-$117
CVS CORPP2012-04-272016-07-12$4,822$2,248$2,574$2,574
MCDONALDSP2012-08-012016-07-12$2,810$2,022$788$788
EATON CORPP2012-12-032016-07-12$1,087$777$310$310
RED HAT INCP2016-02-182016-07-12$1,921$1,738$183$183
CHEVRON TEXACO CORPP2008-11-132016-07-12$3,309$2,160$1,149$1,149
MONDELEZ INTLP2014-10-302016-07-12$3,060$2,324$736$736
ACTIVISIONP2015-01-202016-07-13$2,688$1,265$1,423$1,423
SCHWAB CHARLES CORPP2016-02-042016-07-12$1,390$1,295$95$95
CITIGROUPP2013-10-282016-07-12$2,475$2,861-$386-$386
NIKE INCP2009-12-082016-07-12$2,263$622$1,641$1,641
FORTIVE CORPP2003-08-142016-07-13$659$121$538$538
SHIRE PHARMACEUTICALSP2016-06-032016-07-12$2,734$2,687$47$47
COSTCOP2008-01-172016-07-12$1,829$714$1,115$1,115
NORFOLK SOUTHN CORPP2011-08-102016-07-12$3,711$2,835$876$876
MCDONALDSP2011-09-232016-07-13$2,693$1,900$793$793
TWITTERP2015-07-302016-07-12$1,120$1,947-$827-$827
DANAHERP2003-08-142016-07-12$1,847$328$1,519$1,519
NUCOR CORPP2014-12-182016-07-12$2,589$2,270$319$319
DANAHERP2003-08-142016-09-16$7,115$1,325$5,790$5,790
ALLERGANP2016-05-242016-07-12$3,116$2,974$142$142
DICK'S SPORTING GOODSP2015-06-042016-07-12$3,021$3,280-$259-$259
ORACLE CORPP2010-10-162016-07-12$1,780$1,188$592$592
EATON CORPP2012-12-032016-09-16$4,163$3,026$1,137$1,137
FieldValueIRS element (for citing)
Capital Gain Net Income$62,510CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,510NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$127,805AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,734,946NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073665DistributionYr1Rt
Adjusted Qlfy Distri Yr2$139,990AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,908,427NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073354DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,936,701NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071901DistributionYr3Rt
Adjusted Qlfy Distri Yr4$125,050AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,912,099NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.065399DistributionYr4Rt
Adjusted Qlfy Distri Yr5$132,785AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,854,328NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071608DistributionYr5Rt
Total Distribution0.355927TotalDistributionRt
Average Distribution0.071185AverageDistributionRt
Net Vl Noncharitable Assets$1,718,641NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,341AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$941NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$123,282AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$134,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$941InvestmentIncomeExciseTaxAmt
Subtotal$941SubtotalAmt
Tax Based On Investment Income$941TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$28EsPenaltyAmt
Tax Due$969TaxDueAmt

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$1,679,981AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,744,813TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,744,813AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,718,641NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,932MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,932MinimumInvestmentReturnAmt
Tax Based On Investment Income$941TaxBasedOnInvestmentIncomeAmt
Total Tax$941TotalTaxAmt
Distributable Before Adj$84,991DistributableBeforeAdjAmt
Distributable Before Ded$84,991DistributableBeforeDedAmt
Distributable As Adjusted$84,991DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$134,400ExpensesAndContributionsAmt
Qualifying Distributions$134,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$941PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$133,459AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,991DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,899ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,944ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$45,075ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,893ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$207,886TotalExcessDistributionCyovAmt
Qualifying Distributions$134,400QualifyingDistributionsAmt
Applied To Current Year$84,991AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,409RemainingDistriFromCorpusAmt
Total Corpus$257,295TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,899ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$216,396ExcessDistriCyovToNextYrAmt
Excess From Year4$31,944ExcessFromYear4Amt
Excess From Year3$45,075ExcessFromYear3Amt
Excess From Year2$46,893ExcessFromYear2Amt
Excess From Year1$43,075ExcessFromYear1Amt
Excess From Current Year$49,409ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 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$4,400
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$500
GABRIEL PROJECT
PO BOX 141172STATEN ISLANDNY10314UNAFFILIATED501(C)(3)DONATION$22,000
WELLS FOR LIFE
PO BOX 860064SHAWNEEKS66286UNAFFILIATED501(C)(3)DONATION$9,000
LIVING ALTERNATIVES
115 N MULBERRY STKOKOMOIN46901UNAFFILIATED501(C)(3)DONATION$2,500
BLUE DOOR PROJECT
3535 WOOD AVEKANSAS CITYKS66102UNAFFILIATED501C3DONATION$6,000
THE MISSION CONTINUES
1141 SOUTH 7TH STST LOUISMO63104DONATION$1,000
CHAMPIONS SPECIAL MINISTRIES
11509 BRADSHAW STOVERLAND PARKKS66210DONATION$1,000
MIDLAND HOUSING ALLIANCE-TRANSITION
2025 MAIN STCOLUMBIASC29201DONATION$1,000
MANCHESTER PARK PTO
9810 PRAIRIE CREEK RDLENEXAKS66227DONATION$1,000
ST VINCENT FOUNDATION
8402 HARCOURT RD SUITE 21INDIANAPOLISIN46260DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,425RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,268RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$62,510RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$105,203RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$105,203TotalIncomeProducingActyAmt

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$1,200Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN TRUST- FIXED INCOME SECBondNm
EOY Book Value$683,943EOYBookValueAmt
EOYFMV$689,405EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHERN TRUST-STOCKSStockNm
EOY Book Value$747,605EOYBookValueAmt
EOYFMV$984,573EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST-REAL ESTATE FUNDSAT COST$66,235$52,442
NORTHERN TRUST-COMMODITIESAT COST$37,106$31,941

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$101LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEES$10
PENALTIES$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNORTHERN TRUST FEESCategoryTxt
Amt$11,100Amt
Net Investment Income$11,100NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,875Amt

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