BANGS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BANGS FAMILY FOUNDATION (EIN 01-0756380)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-06
- IRS object ID
- 201523109349100607
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-06T09:24:45-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2015-09-23 | 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 | 2015-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,903,862 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,098 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,098 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,276 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,723 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $152 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,815 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,477 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,990 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,335 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,737 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $748,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $784,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,040,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $748,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $737,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $742,862 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,777 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,340 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,683,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,646,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,903,862 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,683,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,646,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,683,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,646,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,683,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,646,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,683,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,446 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,646,398 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,646,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (127 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOOGLE NAME CHANGE | P | 2012-01-13 | 2015-02-18 | $1,622 | $936 | $686 | $686 |
| CISCO SYSTEMS | P | 2013-03-18 | 2015-02-11 | $3,907 | $3,129 | $778 | $778 |
| DANAHER CORP | P | 2009-02-03 | 2015-02-18 | $3,224 | $1,032 | $2,192 | $2,192 |
| FRKLN RES INC | P | 2010-01-12 | 2015-02-18 | $1,723 | $1,178 | $545 | $545 |
| METLIFE | P | 2013-02-22 | 2015-02-18 | $1,431 | $999 | $432 | $432 |
| PARAGON OFFSHORE | P | 2012-10-16 | 2014-09-04 | $179 | $287 | -$108 | -$108 |
| STARBUCKS CORP | P | 2012-08-14 | 2015-02-18 | $835 | $418 | $417 | $417 |
| V F CORP | P | 2011-06-24 | 2014-08-28 | $128 | $52 | $76 | $76 |
| DICKS SPORTING GOODS | P | 2014-08-28 | 2015-01-13 | $1,015 | $859 | $156 | $156 |
| GOOGLE NAME CHANGE | P | 2009-04-16 | 2015-02-18 | $541 | $193 | $348 | $348 |
| CISCO SYSTEMS | P | 2013-03-18 | 2015-02-18 | $498 | $372 | $126 | $126 |
| EATON CORP | P | 2012-12-03 | 2015-02-18 | $2,607 | $1,766 | $841 | $841 |
| FRKLN RES INC | P | 2010-01-12 | 2015-06-04 | $5,997 | $4,382 | $1,615 | $1,615 |
| MFB NORTHN FDS | P | 2014-02-24 | 2015-04-14 | $45 | $45 | ||
| PARAGON OFFSHORE | P | 2012-10-15 | 2014-09-04 | $141 | $220 | -$79 | -$79 |
| STARBUCKS CORP | P | 2012-08-10 | 2015-02-18 | $2,040 | $1,000 | $1,040 | $1,040 |
| V F CORP | P | 2011-06-24 | 2014-08-28 | $319 | $131 | $188 | $188 |
| DICKS SPORTING GOODS | P | 2014-08-27 | 2015-01-13 | $3,419 | $2,897 | $522 | $522 |
| GOOGLE NAME CHANGE | P | 2009-04-16 | 2015-04-27 | $50 | $17 | $33 | $33 |
| CISCO SYSTEMS | P | 2013-03-18 | 2015-06-04 | $3,412 | $2,604 | $808 | $808 |
| EMC CORP | P | 2010-07-15 | 2015-02-18 | $56 | $41 | $15 | $15 |
| FRKLN RES INC | P | 2010-01-12 | 2015-06-05 | $4,379 | $3,204 | $1,175 | $1,175 |
| MFB NORTHN FDS | P | 2013-10-18 | 2015-04-14 | $16,362 | $16,362 | ||
| PARAGON OFFSHORE | P | 2012-10-12 | 2014-09-04 | $329 | $503 | -$174 | -$174 |
| STARBUCKS CORP | P | 2012-08-10 | 2015-06-04 | $1,969 | $864 | $1,105 | $1,105 |
| VERIZON COMMUN COM | P | 2011-09-28 | 2015-02-18 | $780 | $594 | $186 | $186 |
| DICKS SPORTING GOODS | P | 2014-08-28 | 2015-02-18 | $1,518 | $1,266 | $252 | $252 |
| GOOGLE NAME CHANGE | P | 2012-01-13 | 2015-02-18 | $543 | $313 | $230 | $230 |
| CISCO SYSTEMS | P | 2013-03-18 | 2014-10-22 | $2,427 | $2,276 | $151 | $151 |
| EMC CORP | P | 2010-05-03 | 2015-02-18 | $2,173 | $1,493 | $680 | $680 |
| GENERAL ELECTRIC | P | 2012-12-12 | 2015-02-18 | $2,013 | $1,748 | $265 | $265 |
| MONSANTO CO | P | 2013-06-25 | 2014-12-18 | $6,776 | $5,819 | $957 | $957 |
| PFIZER INC | P | 2012-12-04 | 2015-02-18 | $3,184 | $2,344 | $840 | $840 |
| STARBUCKS CORP | P | 2012-08-09 | 2015-06-04 | $2,902 | $1,266 | $1,636 | $1,636 |
| WALTDISNEY CO | P | 2010-03-30 | 2015-02-18 | $1,663 | $560 | $1,103 | $1,103 |
| MONDELEZ INTL | P | 2014-10-30 | 2015-02-18 | $1,989 | $1,891 | $98 | $98 |
| ALTERA CORP COM | P | 2014-06-04 | 2015-06-22 | $2,211 | $1,444 | $767 | $767 |
| CISCO SYSTEMS | P | 2013-03-18 | 2014-11-06 | $3,320 | $2,888 | $432 | $432 |
| EMC CORP | P | 2012-12-04 | 2014-07-30 | $3,550 | $2,987 | $563 | $563 |
| GILEAD SCIENCES | P | 2013-05-30 | 2015-02-18 | $1,243 | $673 | $570 | $570 |
| MONSANTO CO | P | 2013-06-25 | 2014-12-19 | $4,255 | $3,573 | $682 | $682 |
| PFIZER INC | P | 2012-12-04 | 2015-03-19 | $1,095 | $807 | $288 | $288 |
| TWENTY FIRST CENTY FOX INC | P | 2014-01-15 | 2015-02-18 | $2,144 | $2,032 | $112 | $112 |
| WALT DISNEY CO | P | 2006-05-19 | 2015-02-18 | $728 | $209 | $519 | $519 |
| SALESFORCE COM | P | 2014-11-21 | 2015-02-18 | $1,947 | $1,808 | $139 | $139 |
| ALTERA CORP COM | P | 2014-06-03 | 2015-06-22 | $411 | $267 | $144 | $144 |
| CISCO SYSTEMS | P | 2013-03-18 | 2014-11-07 | $1,109 | $963 | $146 | $146 |
| EMC CORP | P | 2010-07-15 | 2014-07-30 | $325 | $225 | $100 | $100 |
| HOME DEPOT | P | 2012-02-06 | 2015-02-18 | $2,453 | $995 | $1,458 | $1,458 |
| NATIONAL OILWELL VARCO | P | 2012-08-01 | 2015-02-18 | $1,324 | $1,566 | -$242 | -$242 |
| PFIZER INC | P | 2012-11-16 | 2015-03-19 | $4,347 | $3,019 | $1,328 | $1,328 |
| UNITED TECH CORP | P | 2012-08-01 | 2014-07-30 | $107 | $75 | $32 | $32 |
| WELLS FARGO | P | 2012-03-12 | 2015-02-18 | $2,021 | $1,163 | $858 | $858 |
| TERADATA CORP | P | 2014-12-19 | 2015-02-18 | $1,167 | $1,145 | $22 | $22 |
| AMERICAN EXPRESS | P | 2010-04-26 | 2015-02-18 | $1,839 | $1,092 | $747 | $747 |
| CITIGROUP | P | 2013-10-28 | 2015-02-18 | $3,028 | $2,961 | $67 | $67 |
| EMERSON ELECTRIC | P | 2012-12-14 | 2014-10-30 | $1,008 | $831 | $177 | $177 |
| HOME DEPOT | P | 2012-01-23 | 2015-02-18 | $780 | $312 | $468 | $468 |
| NIKE INC | P | 2009-12-08 | 2015-02-18 | $1,392 | $479 | $913 | $913 |
| PRECISION CASTPARTS | P | 2011-10-25 | 2015-02-18 | $837 | $688 | $149 | $149 |
| UNITED TECH CORP | P | 2003-06-16 | 2014-07-30 | $5,655 | $1,931 | $3,724 | $3,724 |
| WELLS FARGO | P | 2010-12-07 | 2015-02-18 | $1,311 | $693 | $618 | $618 |
| ZIMMER BIOMET | P | 2014-07-30 | 2015-02-18 | $1,320 | $1,121 | $199 | $199 |
| AMERICAN EXPRESS | P | 2010-04-26 | 2014-10-22 | $2,776 | $1,566 | $1,210 | $1,210 |
| COCA COLA | P | 2011-08-29 | 2015-02-18 | $1,081 | $903 | $178 | $178 |
| EMERSON ELECTRIC | P | 2012-12-13 | 2014-10-30 | $4,096 | $3,363 | $733 | $733 |
| INTEL CORP | P | 2012-05-08 | 2015-01-20 | $3,116 | $2,374 | $742 | $742 |
| NOBLE CORP | P | 2012-10-16 | 2014-10-30 | $1,277 | $2,079 | -$802 | -$802 |
| PRECISION CASTPARTS | P | 2011-10-21 | 2015-02-18 | $628 | $505 | $123 | $123 |
| UNITED TECH CORP | P | 2003-06-16 | 2014-07-31 | $2,328 | $802 | $1,526 | $1,526 |
| ACTIVISION BLIZZARD INC | P | 2015-01-20 | 2015-02-18 | $1,286 | $1,104 | $182 | $182 |
| AMERICAN TOWER COPR | P | 2013-06-25 | 2015-02-18 | $1,053 | $796 | $257 | $257 |
| COCA COLA | P | 2011-10-21 | 2015-06-22 | $2,034 | $1,695 | $339 | $339 |
| EMERSON ELECTRIC | P | 2012-12-12 | 2014-10-30 | $4,915 | $4,045 | $870 | $870 |
| INTEL CORP | P | 2012-05-07 | 2015-01-20 | $4,477 | $3,484 | $993 | $993 |
| NOBLE CORP | P | 2012-10-15 | 2014-10-30 | $993 | $1,569 | -$576 | -$576 |
| PROCTER & GAMBLE | P | 2007-09-17 | 2014-08-15 | $100,000 | $98,606 | $1,394 | $1,394 |
| US BANCORP | P | 2012-08-01 | 2014-07-28 | $4,130 | $3,266 | $864 | $864 |
| ALTERA CORP | P | 2014-06-06 | 2015-02-18 | $1,684 | $1,596 | $88 | $88 |
| AMERICAN WATER WORKS | P | 2012-01-30 | 2015-02-18 | $801 | $501 | $300 | $300 |
| COCA COLA | P | 2011-08-29 | 2015-06-22 | $4,475 | $3,822 | $653 | $653 |
| EXELON CORP | P | 2013-04-23 | 2015-02-18 | $935 | $1,029 | -$94 | -$94 |
| INTEL CORP | P | 2012-05-07 | 2014-10-22 | $2,760 | $2,369 | $391 | $391 |
| NOBLE CORP | P | 2012-10-12 | 2014-10-30 | $2,311 | $3,579 | -$1,268 | -$1,268 |
| PROCTER & GAMBLE | P | 2009-02-03 | 2015-02-18 | $1,457 | $900 | $557 | $557 |
| US BANCORP | P | 2010-12-20 | 2014-07-28 | $1,022 | $630 | $392 | $392 |
| ALTERA CORP | P | 2014-06-05 | 2015-02-18 | $72 | $67 | $5 | $5 |
| AMGEN INC | P | 2012-01-23 | 2015-02-18 | $2,008 | $887 | $1,121 | $1,121 |
| COCA COLA | P | 2011-08-30 | 2014-10-30 | $1,940 | $1,642 | $298 | $298 |
| EXELON CORP | P | 2013-04-24 | 2014-12-18 | $2,088 | $2,079 | $9 | $9 |
| INTERCONTINENTAL EXCH | P | 2012-06-07 | 2015-02-18 | $1,410 | $769 | $641 | $641 |
| NORFOLK SOUTHN | P | 2011-08-10 | 2015-02-18 | $1,776 | $1,080 | $696 | $696 |
| QUALCOMM INC | P | 2012-01-13 | 2015-02-18 | $1,196 | $960 | $236 | $236 |
| US BANCORP | P | 2010-12-17 | 2014-07-28 | $7,494 | $4,603 | $2,891 | $2,891 |
| ALTERA CORP | P | 2014-06-04 | 2015-04-14 | $2,065 | $1,612 | $453 | $453 |
| APPLE | P | 2006-07-24 | 2015-02-18 | $6,002 | $409 | $5,593 | $5,593 |
| COCA COLA | P | 2011-08-29 | 2014-10-30 | $3,716 | $3,127 | $589 | $589 |
| EXELON CORP | P | 2013-04-23 | 2014-12-18 | $112 | $110 | $2 | $2 |
| IBM | P | 2008-04-25 | 2014-10-22 | $7,165 | $5,401 | $1,764 | $1,764 |
| NUCOR CORP | P | 2012-02-06 | 2015-02-18 | $1,547 | $1,444 | $103 | $103 |
| QUALCOMM INC | P | 2011-07-18 | 2015-02-18 | $914 | $715 | $199 | $199 |
| US BANCORP | P | 2008-04-25 | 2014-07-28 | $639 | $518 | $121 | $121 |
| ALTERA CORP | P | 2014-06-05 | 2015-04-14 | $2,496 | $1,955 | $541 | $541 |
| BAXTER | P | 2013-12-16 | 2015-02-18 | $1,974 | $1,920 | $54 | $54 |
| COSTCO | P | 2011-02-02 | 2015-02-18 | $2,203 | $1,079 | $1,124 | $1,124 |
| EXPRESS SCRIPTS | P | 2013-11-15 | 2015-02-18 | $765 | $592 | $173 | $173 |
| JP MORGAN | P | 2012-03-12 | 2015-02-18 | $3,744 | $2,554 | $1,190 | $1,190 |
| ORACLE CORP | P | 2012-08-01 | 2015-02-18 | $88 | $60 | $28 | $28 |
| QUAL COMM INC | P | 2012-01-17 | 2014-10-30 | $1,847 | $1,375 | $472 | $472 |
| V F CORP | P | 2011-06-24 | 2015-02-18 | $1,435 | $497 | $938 | $938 |
| APACHE CORP | P | 2014-04-04 | 2015-02-18 | $1,525 | $1,973 | -$448 | -$448 |
| CR BARD | P | 2014-01-16 | 2015-02-18 | $2,280 | $1,770 | $510 | $510 |
| CVS | P | 2012-04-27 | 2015-02-18 | $2,794 | $1,216 | $1,578 | $1,578 |
| EXPRESS SCRIPTS | P | 2013-11-14 | 2015-02-18 | $2,550 | $1,987 | $563 | $563 |
| MCDONALDS | P | 2012-08-01 | 2015-02-18 | $1,505 | $1,434 | $71 | $71 |
| ORACLE CORP | P | 2010-10-06 | 2015-02-18 | $1,667 | $1,050 | $617 | $617 |
| QUALCOMM INC | P | 2012-01-13 | 2014-10-30 | $231 | $169 | $62 | $62 |
| V F CORP | P | 2013-06-25 | 2014-08-27 | $2,884 | $2,108 | $776 | $776 |
| DICKS SPORTING GOODS | P | 2014-11-07 | 2015-01-13 | $321 | $277 | $44 | $44 |
| CHEVRON | P | 2008-11-13 | 2015-02-18 | $1,548 | $976 | $572 | $572 |
| CVS | P | 2012-04-27 | 2014-11-21 | $2,954 | $1,486 | $1,468 | $1,468 |
| EXXON MOBIL CORP | P | 2008-11-13 | 2015-02-18 | $2,263 | $1,755 | $508 | $508 |
| MERCK & CO | P | 2013-03-18 | 2015-02-18 | $2,274 | $1,714 | $560 | $560 |
| PARAGON OFFSHORE | P | 2012-10-16 | 2014-08-04 | $3 | $5 | -$2 | -$2 |
| SCHLUMBERGER STD COM | P | 2011-02-28 | 2015-02-18 | $2,362 | $2,502 | -$140 | -$140 |
| V F CORP | P | 2013-06-25 | 2014-08-28 | $1,978 | $1,452 | $526 | $526 |
| DICKS SPORTING GOODS | P | 2014-11-06 | 2015-01-13 | $1,069 | $913 | $156 | $156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,276 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,409 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,936,701 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,912,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,785 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,854,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,982,401 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088907 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,954,355 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055005 | DistributionYr5Rt |
| Total Distribution | 0.352820 | TotalDistributionRt |
| Average Distribution | 0.070564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,908,427 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,152 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,162 | SubtotalAmt |
| Tax Based On Investment Income | $1,162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,330 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,330 | TotalPaymentsAndCreditsAmt |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | AppliedToESTaxAmt |
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 | 2.00 | $0 | $0 | $0 |
| DAVID L BANGS | ||||||||
| 3598 W 80 N | KOKOMO | IN | 46901 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL E BANGS | ||||||||
| 2343 CARRIAGE CIRCLE | OCEANSIDE | CA | 92056 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| THERESA K WOOD | ||||||||
| 1708 GOLDENROD LANE | KELLER | TX | 76248 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JEFFREY M BANGS | ||||||||
| 24632 W 96TH ST | LENEXA | KS | 66227 | CHAIRMAN | 5.00 | $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 | $1,899,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,937,489 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,937,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,908,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,162 | TotalTaxAmt |
| Distributable Before Adj | $94,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,152 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,152 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,162 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,259 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $40,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,152 | QualifyingDistributionsAmt |
| Applied To Current Year | $94,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,893 | RemainingDistriFromCorpusAmt |
| Total Corpus | $164,811 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $164,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,899 | ExcessFromYear3Amt |
| Excess From Year2 | $31,944 | ExcessFromYear2Amt |
| Excess From Year1 | $45,075 | ExcessFromYear1Amt |
| Excess From Current Year | $46,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST VINCENT DEPAUL | ||||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | UNAFFILIATED | 501(C)(3) | DONATION | $5,000 | |
| AVENUE OF LIFE | ||||||||
| PO BOX 34495 | KANSAS CITY | MO | 64116 | UNAFFILIATED | 501(C)(3) | DONATION | $10,000 | |
| 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 | $5,000 | |
| BIRTHRIGHT OF KOKOMO | ||||||||
| 3712 SOUTHLEA DRIVE | KOKOMO | IN | 46901 | UNAFFILIATED | 501(C)(3) | DONATION | $5,000 | |
| CAMP BRAVESKIN | ||||||||
| 1325 W NORTHWEST HWY | GRAVEVINE | TX | 76501 | UNAFFILIATED | 501(C)(3) | DONATION | $2,500 | |
| TLC FOR CHILDREN AND FAMILIES | ||||||||
| 480 SOUTH ROGERS RD | OLATHE | KS | 66062 | UNAFFILIATED | 501(C)(3) | DONATION | $10,000 | |
| CASA DE AMPARO | ||||||||
| 3355 MISSION AVE | OCEANSIDE | CA | 92058 | UNAFFILIATED | 501(C)(3) | DONATION | $25,000 | |
| COMMUNITY FOUNDATION OF LOW COUNTRY | ||||||||
| PO BOX 23019 | HILTON HEAD | SC | 29925 | UNAFFILIATED | 501(C)(3) | DONATION | $5,000 | |
| VERONICA'S VOICE | ||||||||
| P O BOX 172472 | KANSAS CITY | KS | 66117 | UNAFFILIATED | 501(C)(3) | DONATION | $2,000 | |
| ONE LIFE CHILD SPONSORSHIP | ||||||||
| PO BOX 8600078 | SHAWNEE | KS | 662860078 | UNAFFILIATED | 501(C)(3) | DONATION | $2,500 | |
| SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | UNAFFILIATED | 501(C)(3) | DONATION | $4,152 | |
| VOLUNTEERS IN MEDICINE | ||||||||
| 162 ST PAUL STREET | BURLINGTON | VT | 05401 | UNAFFILIATED | 501(C)(3) | DONATION | $15,000 | |
| DEEP WELL PROJECT | ||||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29938 | UNAFFILIATED | 501(C)(3) | DONATION | $10,000 | |
| HOWARD COUNTY RIGHT TO LIFE | ||||||||
| PO BOX 2303 | KOKOMO | IN | 46904 | UNAFFILIATED | 501(C)(3) | DONATION | $2,500 | |
| GABRIEL PROJECT | ||||||||
| PO BOX 141172 | STATEN ISLAND | NY | 10314 | UNAFFILIATED | 501(C)(3) | DONATION | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,152 | 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 | $16,098 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,349 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80,276 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $128,723 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,723 | 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 | $1,815 | 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 | $737,839 | EOYBookValueAmt |
| EOYFMV | $742,862 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TURST-STOCKS | StockNm |
| EOY Book Value | $784,045 | EOYBookValueAmt |
| EOYFMV | $1,040,923 | 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 | $49,067 | $49,974 |
| NORTHERN TRUST-COMMODITIES | AT COST | $51,710 | $46,366 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $152 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FEES | $25 |
| POSTAGE | $92 |
| PENALTIES | $128 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NORTHERN TRUST FEES | $11,984 | $11,984 |
| FEES | $493 | $493 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $2,660 |
| EXCISE TAX-EST PAYMENT | $1,330 |
Comments