BANGS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BANGS FAMILY FOUNDATION (EIN 01-0756380)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201613199349100436
- Schema version
- 2015v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T09:21:52-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480968262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGES & YALLALY CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10610 W SHAWNEE MISSION PARKWAY STE | AddressLine1Txt |
| City | SHAWNEE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662033501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010756380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANGS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BANG | BusinessNameControlTxt |
| Phone | 9138503335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24632 W 96TH ST | AddressLine1Txt |
| City | LENEXA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY M BANGS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9138503335 | PhoneNum |
| Signature | 2016-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L WAYNE BRIDGES CPA | PreparerPersonNm |
| PTIN | P00295425 | PTIN |
| Phone | 9136316581 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,766,509 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,769 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,769 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $402,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,997 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,061 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,430 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,510 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,200 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,704 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $22,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,861 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$3 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $23,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $784,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $820,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,838 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $737,839 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $681,072 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $683,438 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,766 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $82,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,646,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,617,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,766,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,646,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,617,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,646,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,646,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,617,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,646,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,613 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,617,785 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,785 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFB NORTHERN FUNDS | P | 2015-08-10 | 2015-08-10 | $30,021 | $30,080 | -$59 | -$59 |
| QUALCOMM | P | 2011-07-18 | 2015-07-30 | $2,801 | $2,420 | $381 | $381 |
| COSTCO WHHSL CORP | P | 2008-01-17 | 2015-12-11 | $4,002 | $1,624 | $2,378 | $2,378 |
| EMC CORP | P | 2015-06-04 | 2016-06-15 | $7,955 | $6,597 | $1,358 | $1,358 |
| APACHE CORP | P | 2014-10-30 | 2015-08-20 | $2,181 | $3,629 | -$1,448 | -$1,448 |
| MFC FLEXSHARES TR MORNINGSTAR | P | 2013-04-15 | 2015-08-07 | $11,920 | $14,604 | -$2,684 | -$2,684 |
| EXPRESS SCRIPTS | P | 2013-11-18 | 2015-12-18 | $3,263 | $2,491 | $772 | $772 |
| NUCOR | P | 2014-10-30 | 2016-06-22 | $3,524 | $3,774 | -$250 | -$250 |
| NATIONAL OILWELL INC | P | 2014-10-30 | 2015-08-20 | $2,149 | $3,904 | -$1,755 | -$1,755 |
| MFB NORTHER FUNDS ULTRA SHORT | P | 2014-06-03 | 2015-08-07 | $30,000 | $30,147 | -$147 | -$147 |
| NIKE | P | 2009-12-08 | 2015-12-18 | $1,035 | $255 | $780 | $780 |
| AMERICAN EXPRESS | P | 2010-05-12 | 2016-06-28 | $8,181 | $6,321 | $1,860 | $1,860 |
| TERADATA CORP DEL COM | P | 2014-12-19 | 2015-12-11 | $4,451 | $7,069 | -$2,618 | -$2,618 |
| MFC VANGUAR INTL | P | 2011-12-23 | 2015-08-07 | $59,041 | $48,889 | $10,152 | $10,152 |
| PRECISION CASTPARTS CORP | P | 2012-09-18 | 2015-12-18 | $1,619 | $1,110 | $509 | $509 |
| CITIGROUP | P | 2015-06-05 | 2016-06-28 | $6,913 | $9,230 | -$2,317 | -$2,317 |
| PRECISION CASTPARTS CORP | P | 2015-04-14 | 2015-12-18 | $1,156 | $1,069 | $87 | $87 |
| MFB NORTHER FUNDS | P | 2014-06-03 | 2015-08-10 | $19,999 | $20,097 | -$98 | -$98 |
| EXPRESS SCRIPTS | P | 2013-11-19 | 2015-12-21 | $2,156 | $1,546 | $610 | $610 |
| METLIFE INC | P | 2015-06-05 | 2016-06-28 | $12,199 | $14,458 | -$2,259 | -$2,259 |
| PRECISION CASTPARTS CORP | P | 2015-04-14 | 2015-12-21 | $2,080 | $1,924 | $156 | $156 |
| AMGEN INC | P | 2012-03-02 | 2015-08-20 | $4,900 | $2,030 | $2,870 | $2,870 |
| NIKE | P | 2009-12-08 | 2015-12-21 | $647 | $160 | $487 | $487 |
| VF CORP | P | 2011-06-24 | 2016-06-28 | $7,768 | $3,476 | $4,292 | $4,292 |
| REORG/BAXALTA INC | P | 2015-10-15 | 2016-06-30 | $8,499 | $5,938 | $2,561 | $2,561 |
| APACHE | P | 2014-04-04 | 2015-08-20 | $4,453 | $8,407 | -$3,954 | -$3,954 |
| EXELON CORP | P | 2013-04-23 | 2015-12-23 | $4,808 | $6,392 | -$1,584 | -$1,584 |
| EATON CORP | P | 2014-10-30 | 2016-06-28 | $5,038 | $5,156 | -$118 | -$118 |
| AMERICAN EXPRESS | P | 2015-12-11 | 2016-06-28 | $2,016 | $2,426 | -$410 | -$410 |
| CR BARD INC | P | 2014-01-16 | 2015-08-20 | $7,279 | $4,509 | $2,770 | $2,770 |
| DANAHER CORP | P | 2009-02-03 | 2016-01-27 | $8,018 | $1,894 | $6,124 | $6,124 |
| MFB NORTHN FUNDS EMERGING | P | 2013-12-19 | 2015-08-07 | $9,000 | $6,875 | $2,125 | $2,125 |
| HALLIBURTON CO | P | 2015-08-20 | 2016-06-28 | $9,286 | $8,454 | $832 | $832 |
| NATIONAL OILWELL INC | P | 2012-08-01 | 2015-08-20 | $3,908 | $6,525 | -$2,617 | -$2,617 |
| VERIZON | P | 2011-09-29 | 2016-02-04 | $5,817 | $4,299 | $1,518 | $1,518 |
| EATON | P | 2014-10-30 | 2016-05-24 | $3,501 | $3,703 | -$202 | -$202 |
| AMGEN INC | P | 2012-03-01 | 2015-07-17 | $3,408 | $1,422 | $1,986 | $1,986 |
| PRECISION CASTPARTS CORP | P | 2014-07-30 | 2015-08-20 | $4,385 | $4,229 | $156 | $156 |
| EMC CORP | P | 2015-02-11 | 2016-02-17 | $6,249 | $6,104 | $145 | $145 |
| ALTERA CVORP | P | 2014-06-30 | 2015-07-22 | $6,882 | $4,640 | $2,242 | $2,242 |
| PRECISION CASTPARTS CORP | P | 2012-09-19 | 2015-10-15 | $4,391 | $3,169 | $1,222 | $1,222 |
| EMC CORP | P | 2010-05-03 | 2016-02-18 | $1,850 | $1,435 | $415 | $415 |
| COSTCO WHSL CORP | P | 2011-02-02 | 2015-07-22 | $4,813 | $2,178 | $2,635 | $2,635 |
| AMERICAN WATER WORKS CO | P | 2012-01-30 | 2015-10-27 | $1,914 | $1,102 | $812 | $812 |
| MERCK | P | 2013-03-18 | 2016-02-25 | $12,685 | $10,822 | $1,863 | $1,863 |
| HOME DEPOT INC | P | 2012-01-23 | 2015-07-22 | $1,834 | $712 | $1,122 | $1,122 |
| STARBUCKS | P | 2014-06-17 | 2015-10-27 | $3,505 | $2,106 | $1,399 | $1,399 |
| AMGEN | P | 2012-03-06 | 2016-05-03 | $6,740 | $2,881 | $3,859 | $3,859 |
| DANAHER CORP | P | 2009-02-03 | 2015-07-24 | $2,203 | $697 | $1,506 | $1,506 |
| AMERICAN WATER WORKS CO | P | 2012-01-26 | 2015-11-04 | $3,980 | $2,302 | $1,678 | $1,678 |
| PFIZER INC | P | 2012-11-16 | 2016-05-03 | $3,572 | $2,519 | $1,053 | $1,053 |
| APPLE COMP | P | 2006-07-24 | 2015-07-30 | $1,832 | $130 | $1,702 | $1,702 |
| PRECISION CASTPARTS CORP | P | 2012-09-19 | 2015-11-04 | $1,846 | $1,270 | $576 | $576 |
| REORG/BAXALTA INC | P | 2015-03-19 | 2016-06-03 | $11,472 | $7,399 | $4,073 | $4,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,997 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,654 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,908,427 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,936,701 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071901 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,912,099 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,854,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $176,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,982,401 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088907 | DistributionYr5Rt |
| Total Distribution | 0.371169 | TotalDistributionRt |
| Average Distribution | 0.074234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,734,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,009 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,805 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,017 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,017 | SubtotalAmt |
| Tax Based On Investment Income | $2,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $168 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $168 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $1,875 | TaxDueAmt |
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 | IL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY M BANGS | IndividualWithBooksNm |
| Phone | 9138503335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24632 W 96TH ST | AddressLine1Txt |
| City | LENEXA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66227 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHERINE M BANGS | ||||||||
| 18 ARMADA ST | HILTON HEAD | SC | 29928 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID L BANGS | ||||||||
| 3598 W 80 N | KOKOMO | IN | 46901 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL E BANGS | ||||||||
| 2343 CARRIAGE CIRCLE | OCEANSIDE | CA | 92056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| THERESA K WOOD | ||||||||
| 1708 GOLDENROD LANE | KELLER | TX | 76248 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY M BANGS | ||||||||
| 24632 W 96TH ST | LENEXA | KS | 66227 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,732,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,761,367 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,761,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,734,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,017 | TotalTaxAmt |
| Distributable Before Adj | $84,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,805 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $127,805 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $127,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,730 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,899 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $164,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,805 | QualifyingDistributionsAmt |
| Applied To Current Year | $84,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,075 | RemainingDistriFromCorpusAmt |
| Total Corpus | $207,886 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $207,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,899 | ExcessFromYear4Amt |
| Excess From Year3 | $31,944 | ExcessFromYear3Amt |
| Excess From Year2 | $45,075 | ExcessFromYear2Amt |
| Excess From Year1 | $46,893 | ExcessFromYear1Amt |
| Excess From Current Year | $43,075 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVENUE OF LIFE | ||||||||
| PO BOX 34495 | KANSAS CITY | MO | 64116 | UNAFFILIATED | 501(C)(3) | DONATION | $9,000 | |
| ALL STAR EQUESTRIAN FOUNDATION | ||||||||
| PO BOX 892 | MANSFIELD | TX | 76063 | UNAFFILIATED | 501(C)(3) | DONATION | $25,000 | 6601 FM 2738 |
| KOKOMO SYMPHONIC SOCIETY | ||||||||
| 1216 W SYCAMORE ST | KOKOMO | IN | 46901 | UNAFFILIATED | 501(C)(3) | DONATION | $2,500 | |
| CASA DE AMPARO | ||||||||
| 3355 MISSION AVE | OCEANSIDE | CA | 92058 | UNAFFILIATED | 501(C)(3) | DONATION | $25,000 | |
| SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | UNAFFILIATED | 501(C)(3) | DONATION | $7,805 | |
| VOLUNTEERS IN MEDICINE | ||||||||
| 162 ST PAUL STREET | BURLINGTON | VT | 05401 | UNAFFILIATED | 501(C)(3) | DONATION | $20,000 | |
| DEEP WELL PROJECT | ||||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29938 | UNAFFILIATED | 501(C)(3) | DONATION | $5,000 | |
| GABRIEL PROJECT | ||||||||
| PO BOX 141172 | STATEN ISLAND | NY | 10314 | UNAFFILIATED | 501(C)(3) | DONATION | $20,000 | |
| WELLS FOR LIFE | ||||||||
| PO BOX 860064 | SHAWNEE | KS | 66286 | UNAFFILIATED | 501(C)(3) | DONATION | $11,000 | |
| LIVING ALTERNATIVES | ||||||||
| 115 N MULBERRY ST | KOKOMO | IN | 46901 | UNAFFILIATED | 501(C)(3) | DONATION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,805 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,769 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,295 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,997 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,061 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,061 | TotalIncomeProducingActyAmt |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,510 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST- FIXED INCOME SEC | BondNm |
| EOY Book Value | $681,072 | EOYBookValueAmt |
| EOYFMV | $683,438 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST-STOCKS | StockNm |
| EOY Book Value | $820,649 | EOYBookValueAmt |
| EOYFMV | $982,838 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST-REAL ESTATE FUNDS | AT COST | $61,660 | $53,472 |
| NORTHERN TRUST-COMMODITIES | AT COST | $37,106 | $29,459 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,430 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FEES | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST FEES | CategoryTxt |
| Amt | $11,200 | Amt |
| Net Investment Income | $11,200 | NetInvestmentIncomeAmt |
Comments