Civic Intelligence

Ina Calkins Trust

990PF • Fiscal year 2018 • EIN 52-6994869

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization Profile
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

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$55,082

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

34th percentile

-1.8%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$5,570,900

Down $101,560 (-1.8%) from 2017

Net Assets

Down

$5,570,900

Down $101,560 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin10th percentile

Revenue

Up

$261,935

Up $22,824 (+9.5%) from 2017

Expenses

Up

$361,665

Up $28,476 (+8.5%) from 2017

Net Income

Down

-$99,730

Down $5,652 (-6.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,785,138Liabilities 2011: $02011Assets 2012: $5,988,876Liabilities 2012: $02012Assets 2013: $6,005,745Liabilities 2013: $02013Assets 2014: $6,037,705Liabilities 2014: $0Net Assets 2014: $6,037,7052014Assets 2015: $6,029,818Liabilities 2015: $0Net Assets 2015: $6,029,8182015Assets 2016: $5,768,787Liabilities 2016: $0Net Assets 2016: $5,768,7872016Assets 2017: $5,672,460Liabilities 2017: $0Net Assets 2017: $5,672,4602017Assets 2018: $5,570,900Liabilities 2018: $0Net Assets 2018: $5,570,9002018Assets 2019: $5,491,824Liabilities 2019: $0Net Assets 2019: $5,491,8242019Assets 2020: $5,461,887Liabilities 2020: $0Net Assets 2020: $5,461,8872020Assets 2021: $5,505,338Liabilities 2021: $0Net Assets 2021: $5,505,3382021Assets 2022: $5,320,613Liabilities 2022: $0Net Assets 2022: $5,320,6132022Assets 2023: $5,232,071Liabilities 2023: $0Net Assets 2023: $5,232,0712023Assets 2024: $5,542,639Liabilities 2024: $0Net Assets 2024: $5,542,6392024

Highlighted filing

2018

Assets$5,570,900
Liabilities$0
Net Assets$5,570,900
Open 2018 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $457,575Expenses 2011: $270,576Net Income 2011: $186,9992011Revenue 2012: $447,147Expenses 2012: $235,060Net Income 2012: $212,0872012Revenue 2013: $286,603Expenses 2013: $278,056Net Income 2013: $8,5472013Revenue 2014: $202,009Expenses 2014: $272,902Net Income 2014: -$70,8932014Revenue 2015: $475,506Expenses 2015: $356,139Net Income 2015: $119,3672015Revenue 2016: $92,024Expenses 2016: $351,521Net Income 2016: -$259,4972016Revenue 2017: $239,111Expenses 2017: $333,189Net Income 2017: -$94,0782017Revenue 2018: $261,935Expenses 2018: $361,665Net Income 2018: -$99,7302018Revenue 2019: $284,216Expenses 2019: $364,638Net Income 2019: -$80,4222019Revenue 2020: $328,322Expenses 2020: $359,719Net Income 2020: -$31,3972020Revenue 2021: $418,968Expenses 2021: $376,657Net Income 2021: $42,3112021Revenue 2022: $251,482Expenses 2022: $435,627Net Income 2022: -$184,1452022Revenue 2023: $304,316Expenses 2023: $392,992Net Income 2023: -$88,6762023Revenue 2024: $691,209Expenses 2024: $380,422Net Income 2024: $310,7872024

Highlighted filing

2018

Revenue$261,935
Expenses$361,665
Net Income-$99,730
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$55,082-$55,082
LISA JONES SCHELLHORN - CO BOABoard Member-$0--
BETSY R HUGHES - CO BOABoard President-$0--
ROBERT N SAWYER - CO BOABoard Member-$0--
HELEN C EMMOTT RN - CO BOABoard Member-$0--
LINDA B LYON - CO BOABoard Member-$0--
THOMAS J TURNER - CO BOABoard Member-$0--
MICHAEL C KIRK - CO BOABoard Member-$0--
MRS CAPPY POWELL - CO BOABoard Member-$0--
KEVIN JONES - CO BOABoard Member-$0--
JACK OVEL - CO BOABoard Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Ina Calkins Trust
EIN
52-6994869
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2019-04-29
Raw XML AppendixShowing 400 of 670 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01295
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0518
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0777
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13922908744 VANGUARD VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1481369Y308 SELECT SECTOR SPDR T
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-05-19
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-01-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14209473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02222.222 CMG ULTRA SHORT TERM BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12923.977 DOUBLELINE TOTAL RETURN BD FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2175. ISHARES CORE S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500. ISHARES MSCI EMERGING MKTS INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500. ISHARES RUSSELL 2000 VALUE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000. ISHARES RUSSELL 2000 VALUE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61950. ISHARES MSCI EAFE SMALL-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7250. ISHARES TR ISHARES PFD & INCOME SECS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82200. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91500. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102000. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300. VANGUARD MID-CAP GROWTH INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121000. VANGUARD GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13750. VANGUARD VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142000. VANGUARD VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0106860
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-99730
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01834
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05572734
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05672460
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05570900
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0325996
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0325996
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0325996
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0328254
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02258
IRS990PF/DistributableAmountGrp/TotalTaxAmt02258
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02258
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02258
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02258
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02012
IRS990PF/FMVAssetsEOYAmt05926667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05672460
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05570900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05558877
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04728338
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05084105
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0113583
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0842562
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0842562
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05672460
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05570900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05926667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05672460
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05570900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05672460
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05570900
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06665065
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0242954
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06422111
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt099976
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0328254
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06565089
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06665065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt055082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA JONES SCHELLHORN - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETSY R HUGHES - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT N SAWYER - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4HELEN C EMMOTT RN - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LINDA B LYON - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6THOMAS J TURNER - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MICHAEL C KIRK - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MRS CAPPY POWELL - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9KEVIN JONES - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JACK OVEL - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10BOARD SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10PO BOX 219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd8641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd9641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd10641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0289698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0291956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0296397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0312696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0317640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0232684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0232282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06565089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06435455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05986158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06353252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06588323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06273092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0322551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.220636
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0320293
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0322551
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02258
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0322551
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

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
$5,570,900
Liabilities
$0
Net assets
$5,570,900
Revenue
$261,935
Expenses
$361,665
Net income
-$99,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.69$0.38$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.30$0.39$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.25$0.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.42$0.38$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.33$0.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.28$0.36$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.26$0.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.24$0.33$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.09$0.35$0.26
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.48$0.36$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.20$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$6.01$0.00$0.29$0.28$0.01
2012Summary only. Only limited summary data is available for this year.$5.99$0.00$0.45$0.24$0.21
2011Summary only. Only limited summary data is available for this year.$5.79$0.00$0.46$0.27$0.19