STRATEGY STUDIO / PUBLIC DATA EXPLORER

GARVEY FAMILY CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GARVEY FAMILY CHARITABLE TRUST (EIN 48-6283076)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349100247
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T08:17:02-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880524275PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRAIRIE LEGACY FAMILY OFFICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1302 N ROCK RD STE 200AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672062255ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486283076EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES W GARVEY FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARVBusinessNameControlTxt
Phone3162615369PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PRAIRIE LEGACY 302 N ROCK RD 200AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672062255ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES W GARVEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3162615369PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastGARVEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD M CONNELL CPAPreparerPersonNm
PTINP01068740PTIN
Phone3162615369PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$378,929FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,477InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,477InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$534DividendsRevAndExpnssAmt
Dividends Net Invst Incm$534DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,011TotalRevAndExpnssAmt
Total Net Invst Incm$3,011TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,167AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$792AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,375AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$46OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,293TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$817TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,396TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$817TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$124,896TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$122,782ExcessRevenueOverExpensesAmt
Net Investment Income$2,194NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$157,902SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,691SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,691SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$336,559OtherInvestmentsBOYAmt
Other Investments EOY$337,068OtherInvestmentsEOYAmt
Other Investments EOYFMV$344,238OtherInvestmentsEOYFMVAmt
Total Assets BOY$494,461TotalAssetsBOYAmt
Total Assets EOY$371,759TotalAssetsEOYAmt
Total Assets EOYFMV$378,929TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$56,461CapitalStockBOYAmt
Capital Stock EOY$56,461CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$438,000RetainedEarningBOYAmt
Retained Earning EOY$315,298RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$494,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$371,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$494,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$371,759TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$494,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$122,782ExcessRevenueOverExpensesAmt
Other Increases$80OtherIncreasesAmt
Subtotal$371,759SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$371,759TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$80TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$50OverpaymentAmt
Applied To ES Tax$50AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES GARVEY FAMILY CHARITABLE TRUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3162615369PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1302 N ROCK RD STE 200AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672062255ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJAMES W GARVEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PRAIRIE LEGACY 302 N ROCK RD STEAddressLine1Txt
Address Line2200AddressLine2Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$166,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$127,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$172,251FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$465,846TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$465,846AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$458,858NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$22,913DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,913DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,913DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$124,896ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$124,896QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,913DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$139,193ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$190,851ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$205,392ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,569ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,077ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$625,082TotalExcessDistributionCyovAmt
Qualifying Distributions$124,896QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,913AppliedToCurrentYearAmt
Remaining Distri From Corpus$101,983RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$727,065TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$139,193ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$587,872ExcessDistriCyovToNextYrAmt
Excess From Year4$190,851ExcessFromYear4Amt
Excess From Year3$205,392ExcessFromYear3Amt
Excess From Year2$40,569ExcessFromYear2Amt
Excess From Year1$49,077ExcessFromYear1Amt
Excess From Current Year$101,983ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVENTURE UNLIMITED
5201 SOUTH QUEBEC STREETGREENWOOD VILLAGECO80111N/AOPERATING FUND FOR RELIGIOUS ORGANIZATION$1,000
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006N/AOPERATING FUND FOR WELFARE ORGANIZATION$500
AMERICANS FOR PROSPERITY FOUNDATION
1310 N COURTHOUSE RD SUITE 700ARLINGTONVA22201N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$500
ATLAS NETWORK
4075 WILSON BLVD SUITE 310ARLINGTONVA22203N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$500
BILL OF RIGHTS INSTITUTE
1310 N COURTHOUSE ROAD SUITE 620ARLINGTONVA22201N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$500
BOTANICA
701 N AMIDON STWICHITAKS67203N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$500
BREAKTHROUGH EPISCOPAL SOCIAL SERVICES
PO BOX 670WICHITAKS67201N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$1,000
CATHOLIC DIOCESE OF WICHITA - THE LORDS DINER
424 N BROADWAY AVEWICHITAKS67202N/AOPERATING FUND FOR WELFARE ORGANIZATION$500
CEDARS CAMPS
410 SOVEREIGN COURT 8BALLWINMO63011N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$1,000
EDCHOICE
111 MONUMENT CIRCLE SUITE 2650INDIANAPOLISIN46204N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$500
EMPOWERED
4111 EAST 37TH ST N SUITE D101WICHITAKS67220N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$500
FOUNDATION FOR ECONOMIC EDUCATION
1819 PEACHTREE ROAD NE SUITE 300ATLANTAGA30309N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$1,500
FRIENDS UNIVERSITY
2100 W UNIVERSITY AVENUEWICHITAKS67213N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$5,000
GOODWILL INDUSTRIES OF KANSAS INC
3351 N WEBB ROADWICHITAKS67226N/AOPERATING FUND FOR COMMUNITY FUNDS$500
HABITAT FOR HUMANITY
130 E MURDOCK SUITE 102WICHITAKS67214N/AOPERATING FUND FOR WELFARE ORGANIZATION$500
HEARTSPRING
8700 E 29TH STREET NWICHITAKS67226N/AOPERATING FUND FOR MEDICAL ORGANIZATION$500
HUMANKIND MINISTRIES
829 N MARKETWICHITAKS67214N/AOPERATING FUND FOR WELFARE ORGANIZATION$1,000
INSTITUTE FOR HUMANE STUDIES GEORGE MASON UNIVERSITY
3434 WASHINGTON BLVD MS 1 C5ARLINGTONVA22201N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$500
KANSAS FOOD BANK
1919 E DOUGLAS AVEWICHITAKS67211N/AOPERATING FUND FOR WELFARE ORGANIZATION$2,000
KANSAS POLICY INSTITUTE
250 N WATER SUITE 216WICHITAKS67202N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$10,000
KPTS PUBLIC TELEVISION
320 WEST 21ST STREET NORTHWICHITAKS67203N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$7,000
MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS
555 N WOODLAWN SUITE 3105WICHITAKS67208N/AOPERATING FUND FOR MEDICAL ORGANIZATION$2,000
MOMS AGAINST FLUORIDATION
30 WESTGATE PARKWAYASHVILLENC28806N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$50,000
MUSIC THEATRE OF WICHITA
225 WEST DOUGLAS SUITE 202WICHITAKS67202N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$1,000
ORPHEUM PERFORMING ARTS CENTRE LTD
200 N BROADWAY STE 330WICHITAKS67202N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$1,000
PRAIRIE VIEW INC
1901 E FIRST STREETNEWTONKS67114N/AOPERATING FUND FOR MEDICAL ORGANIZATION$1,000
STUDENTS FOR LIBERTY
1750 TYSONS BOULEVARD SUITE 1500MCLEANVA22102N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$1,000
THE INDEPENDENT INSTITUTE
100 SWAN WAYOAKLANDCA94621N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$8,000
THE INDEPENDENT SCHOOL
8317 EAST DOUGLASWICHITAKS67207N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$4,000
THE PRINCIPIA
13201 CLAYTON ROADST LOUISMO63131N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$1,000
THE SALVATION ARMY
350 NORTH MARKET STREETWICHITAKS67202N/AOPERATING FUND FOR WELFARE ORGANIZATION$4,000
UNION RESCUE MISSION
2800 NORTH HILLSIDEWICHITAKS67219N/AOPERATING FUND FOR WELFARE ORGANIZATION$5,000
WE TREAT KIDS RIGHT
1630 19TH STREET NORTHBIRMINGHAMAL35234N/AOPERATING FUND FOR WELFARE ORGANIZATION$5,000
WICHITA CHILDREN'S HOME
7271 E 37TH ST NWICHITAKS67226N/AOPERATING FUND FOR WELFARE ORGANIZATION$1,000
WICHITA FRIENDS SCHOOL
14700 W KELLOGGWICHITAKS67235N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$1,000
WICHITA SWIM CLUB
8323 E DOUGLAS AVEWICHITAKS67207N/ABUILDING FUND FOR OTHER PUBLIC CHARITY$500
WICHITA SYMPHONY
225 WEST DOUGLAS SUITE 207WICHITAKS67202N/AOPERATING FUND FOR OTHER PUBLIC CHARITY$1,000
YOUNG VOICES
1701 RHODE ISLAND AVE NWWASHINGTONDC20036N/AOPERATING FUND FOR EDUCATIONAL ORGANIZATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,477ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$534ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,011ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,011TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,167Amt
Net Investment Income$792NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NET VENTURE, A PARTNERSHIPAT COST$15,328$14,600
KRUGERRANDSAT COST$72,406$167,743
INVESTMENT IN MUTUAL FUNDSAT COST$249,334$161,895

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET VENTURE, A PARTNERSHIP - DEDUCTIONS RELATED TO PORTFOLIO INCOME$23$23$0
POSTAGE$21$0$21
NET VENTURE, A PARTNERSHIP - INTEREST EXPENSE$2$2$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR INCOME TAX REFUNDDesc
Amt$80Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX - CURRENT YEARCategoryTxt
Amt$80Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt