Ada Everett Trust for the Cardiology Department

990PF • Fiscal year 2018 • EIN 48-6186739

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile

Umb Bank Na P O Box 415044 M/SKansas City, MO 64141-6692

(816) 860-1933

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$651,008

Flat from 2018

Net Assets

Flat

$651,008

Flat from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Revenue

Flat

$44,327

Flat from 2018

Expenses

Flat

$42,857

Flat from 2018

Net Income

Flat

$1,470

Flat from 2018

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2018

Assets$651,008

Liabilities$0

Net Assets$651,008

Open 2018 Filing

Operations Trend

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

Highlighted filing

2018

Revenue$44,327

Expenses$42,857

Net Income$1,470

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 24, 2019
Return Version: 2018v3.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
UMB BANK N A	Trustee	-	$10,892	-	$10,892

Filing and Contact Details

Filer

Filer Name: Ada Everett Trust for Cardiology 103728
EIN: 48-6186739
Phone: 8168601933
Address: UMB BANK NA P O BOX 415044 M/S, KANSAS CITY, MO 64141-6692

Signing Officer

Name: Brandon Jones
Title: Vice President
Phone: 8168601933
Signed: 2019-04-24
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: 40 WESTMINSTER ST 8TH FL, Providence, RI 02903
Preparer: Richard Raleigh
Phone: 3128795176

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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	41019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	6	689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	7	284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	8	8035
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	10	3881. VANGUARD INTER TERM BOND INDEX FUND ADM
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	33788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.049017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.047464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.053745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.048205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.048233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.047437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	736097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	727815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	687843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	727399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	736110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	712278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	35947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.245084
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	35947
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	35947
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	35947
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1010 GRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	KANSAS CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	64106
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	UMB BANK N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8168601933
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	29701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FOR CARDIOLOGY DEPT,
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY OF KANSAS ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4125 RAINBOW BLVD 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	66103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	29701
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6246
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	29701
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	36036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	35947
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	29790
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	29701
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	517
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CORPORATE ACTION ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	454
TaxesSchedule/TaxesDetail/Amt	1	568
TaxesSchedule/TaxesDetail/Amt	2	352
TaxesSchedule/TaxesDetail/Amt	3	90
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	3	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	352
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	90
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRANDON JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8168601933
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ADA EVERETT TRUST FOR CARDIOLOGY 103728
ReturnHeader/Filer/BusinessNameControlTxt	0	EVER
ReturnHeader/Filer/EIN	0	486186739
ReturnHeader/Filer/PhoneNum	0	8168601933
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	UMB BANK NA P O BOX 415044 M/S
ReturnHeader/Filer/USAddress/CityNm	0	KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MO
ReturnHeader/Filer/USAddress/ZIPCd	0	641416692
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	4CF5AFC82CCF381F3E1741D79A775B5E1BA7BEEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D6F43BCC65E791FD6F9831F9B49F5B2153310792
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	99.111.183.177
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	40 WESTMINSTER ST 8TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Providence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02903
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3128795176
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD RALEIGH
ReturnHeader/ReturnTs	0	2019-04-30T15:00:15-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $651,008
Liabilities: $0
Net assets: $651,008
Revenue: $44,327
Expenses: $42,857
Net income: $1,470

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.26	$0.00	$6.26	$0.60	$0.44	$0.16
2023Detailed filing. Detailed filing data is available for this year.	$6.11	$0.00	$6.11	$0.09	$0.41	$0.32
2022Detailed filing. Detailed filing data is available for this year.	$6.43	$0.00	$6.43	$0.07	$0.47	$0.39
2021Detailed filing. Detailed filing data is available for this year.	$6.83	$0.00	$6.83	$0.69	$0.44	$0.25
2020Detailed filing. Detailed filing data is available for this year.	$6.58	$0.00	$6.58	$0.55	$0.41	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$6.44	$0.00	$6.44	$0.36	$0.43	$0.07
2018Detailed filing. Detailed filing data is available for this year.	$6.51	$0.00	$6.51	$0.44	$0.43	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$6.51	$0.00	$6.51	$0.44	$0.43	$0.01
2015Summary only. Only limited summary data is available for this year.	$6.83	$0.00		$0.39	$0.41	$0.03
2014Summary only. Only limited summary data is available for this year.	$6.86	$0.00		$0.69	$0.40	$0.29
2013Summary only. Only limited summary data is available for this year.	$6.57	$0.00		$0.80	$0.39	$0.41
2012Summary only. Only limited summary data is available for this year.	$6.16	$0.00		$0.54	$0.36	$0.18
2011Summary only. Only limited summary data is available for this year.	$5.98	$0.00		$0.47	$0.36	$0.12