Civic Intelligence

Paul Patton Charitable Trust Trust Division

990PF • Fiscal year 2015 • EIN 44-6009254

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 21, 2016

Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$32,314

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$3,851,058

Down $46,876 (-1.2%) from 2014

Net Assets

$3,851,058

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$207,336

Down $89,787 (-30%) from 2014

Expenses

Up

$250,304

Up $13,804 (+5.8%) from 2014

Net Income

Down

-$42,968

Down $103,591 (-171%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,003,762Liabilities 2011: $02011Assets 2012: $3,851,414Liabilities 2012: $02012Assets 2013: $3,839,185Liabilities 2013: $02013Assets 2014: $3,897,934Liabilities 2014: $02014Assets 2015: $3,851,058Liabilities 2015: $0Net Assets 2015: $3,851,0582015Assets 2016: $3,741,932Liabilities 2016: $0Net Assets 2016: $3,741,9322016Assets 2017: $3,747,596Liabilities 2017: $0Net Assets 2017: $3,747,5962017Assets 2019: $3,924,305Liabilities 2019: $0Net Assets 2019: $3,924,3052019Assets 2020: $3,827,488Liabilities 2020: $0Net Assets 2020: $3,827,4882020Assets 2021: $4,596,199Liabilities 2021: $0Net Assets 2021: $4,596,1992021Assets 2022: $4,399,584Liabilities 2022: $0Net Assets 2022: $4,399,5842022Assets 2023: $4,250,420Liabilities 2023: $0Net Assets 2023: $4,250,4202023Assets 2024: $4,121,644Liabilities 2024: $0Net Assets 2024: $4,121,6442024

Highlighted filing

2015

Assets$3,851,058
Liabilities$0
Net Assets$3,851,058

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $212,223Expenses 2011: $205,879Net Income 2011: $6,3442011Revenue 2012: $106,951Expenses 2012: $258,614Net Income 2012: -$151,6632012Revenue 2013: $236,185Expenses 2013: $249,038Net Income 2013: -$12,8532013Revenue 2014: $297,123Expenses 2014: $236,500Net Income 2014: $60,6232014Revenue 2015: $207,336Expenses 2015: $250,304Net Income 2015: -$42,9682015Revenue 2016: $132,007Expenses 2016: $237,976Net Income 2016: -$105,9692016Revenue 2017: $247,925Expenses 2017: $236,369Net Income 2017: $11,5562017Revenue 2019: $393,566Expenses 2019: $259,234Net Income 2019: $134,3322019Revenue 2020: $155,136Expenses 2020: $252,723Net Income 2020: -$97,5872020Revenue 2021: $1,033,992Expenses 2021: $266,549Net Income 2021: $767,4432021Revenue 2022: $131,386Expenses 2022: $326,810Net Income 2022: -$195,4242022Revenue 2023: $137,449Expenses 2023: $283,346Net Income 2023: -$145,8972023Revenue 2024: $159,350Expenses 2024: $290,099Net Income 2024: -$130,7492024

Highlighted filing

2015

Revenue$207,336
Expenses$250,304
Net Income-$42,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 21, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$32,314-$32,314
WILLIAM L EVANS JRCo-Trustee-$6,294-$6,294
C TED MCCARTER CO BOACo-Trustee-$6,294-$6,294
Filing and Contact Details

Filer

Filer Name
Paul Patton Charitable Trust
EIN
44-6009254
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
8003577094
Signed
2016-04-21
Raw XML AppendixShowing 400 of 498 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1385816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1498579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0566.38 COLUMBIA ACORN INTERNATIONAL FUND CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1808.688 COLUMBIA ACORN INTERNATIONAL FUND CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21350.485 COLUMBIA ACORN INTERNATIONAL FUND CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32633.889 COLUMBIA ACORN INTERNATIONAL FUND CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43035.823 COLUMBIA MID CAP VALUE FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5799.361 COLUMBIA MID CAP VALUE FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64464.286 COLUMBIA MID CAP VALUE FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc79398.496 COLUMBIA EMERGING MARKETS FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84982.035 COLUMBIA EMERGING MARKETS FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910362.694 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc108583.691 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11650. ISHARES INTERMEDIATE CR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12475. ISHARES 1-3 YR CR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133554.924 IVY ASSET STRATEGY FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc147892.66 TEMPLETON GLOBAL BD FUND ADVISOR CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0111803
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-42968
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03908
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03854966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03897934
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03851058
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0211126
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0211126
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0211126
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0212890
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01764
IRS990PF/DistributableAmountGrp/TotalTaxAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05308
IRS990PF/FMVAssetsEOYAmt04112096
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03897934
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03851058
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03696010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03687330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03948368
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0201924
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0163728
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0163728
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03897934
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03851058
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04112096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03897934
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03851058
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03897934
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03851058
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04322630
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0148729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04173901
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt064839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0212890
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04257791
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04322630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt032314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM L EVANS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C TED MCCARTER CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 8807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ASPEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1816128807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0205771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0207535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0200728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0220837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0223328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0179050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0200821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04257791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04449854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04239211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04117433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04383529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04069138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0216128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241641
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0214364
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0216128
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01764
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0216128
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01200 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KANSAS CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0641052100
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08162924300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORMAT OF NOT MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCOTT BERGHAUS - BANK OF AMERICA N
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08162924342
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 219119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0641219119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTED TO CHARITABLE ORGANIZATIONS THAT SERVE NEEDY INDIVIDUALS SUFFERING FROM DISEASES OR DEFORMITIES OF BODY OR MIND AND/OR THAT CONDUCT MEDICAL RESEARCH FOR THE TREATMENT OR CURE OF SUCH DISEASES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0VARIOUS TIMES DURING THE CALENDAR YEAR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.16$0.29$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.14$0.28$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.13$0.33$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.03$0.27$0.77
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.16$0.25$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.39$0.26$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.25$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.13$0.24$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.21$0.25$0.04
2014Summary only. Only limited summary data is available for this year.$3.90$0.00$0.30$0.24$0.06
2013Summary only. Only limited summary data is available for this year.$3.84$0.00$0.24$0.25$0.01
2012Summary only. Only limited summary data is available for this year.$3.85$0.00$0.11$0.26$0.15
2011Summary only. Only limited summary data is available for this year.$4.00$0.00$0.21$0.21$0.01