CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-29
- IRS object ID
- 202200889349100765
- Schema version
- 2021v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-29T15:41:01-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672066601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486102774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANE MCHUGH | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3162652811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PARKWAY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MCHUGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3162652811 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | MCHUGH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNELL LINOT | PreparerPersonNm |
| PTIN | P01663908 | PTIN |
| Phone | 3162652811 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,203,245 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,117 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $247,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,940 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,940 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $163,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,411 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,304 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,367 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,628 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104,925 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,457,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,487,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,098,320 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,529,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,592,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,203,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,529,407 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,592,887 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,529,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,592,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,529,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,592,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,529,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,480 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,592,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,592,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $218,262 | $126,236 | $92,026 | $92,026 | |
| CAPITAL GAIN DIVIDENDS | $29,328 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,035 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,035 | SubtotalAmt |
| Tax Based On Investment Income | $2,035 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $115 | TaxDueAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | KS | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE MCHUGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3162652811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PARKWAY 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANE MCHUGH | ||||||||
| 1551 N WATERFRONT PARKWAY STE 300 | WICHITA | KS | 67206 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| GREG SEIWERT | ||||||||
| 1551 N WATERFRONT PARKWAY STE 300 | WICHITA | KS | 67206 | TREASURER | 1.0 | $0 | $0 | $0 |
| LEE WADSWORTH | ||||||||
| 1551 N WATERFRONT PARKWAY STE 300 | WICHITA | KS | 67206 | SECRETARY | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,039,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,093,007 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,093,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,061,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,035 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,035 | TotalTaxAmt |
| Distributable Before Adj | $101,046 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,046 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,046 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,907 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $82,907 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,046 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,435 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,907 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,435 | AppliedToYear1Amt |
| Applied To Current Year | $5,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $95,574 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE MCHUGH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3168382531 | RecipientPhoneNum |
| Form And Info And Materials | WE HAVE NO FORM OR REQUIREMENTS FOR MATERIAL TO BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE ONLY TO OTHER 501(C)(3) ORGANIZATIONS WHICH ARE PUBLICLY SUPPORTED AND LOCATED IN THE WICHITA, KS AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WICHITA YMCA | |||||||
| 3330 NORTH WOODLAWN | WICHITA | KS | 67220 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| WICHITA SYMPHONY | |||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| MUSIC THEATRE OF WICHITA | |||||||
| 225 WEST DOUGLAS AVENUE SUITE 202 | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $4,000 |
| KANSAS CHILDREN'S SERVICE LEAGUE | |||||||
| 1365 NORTH CUSTER | WICHITA | KS | 67203 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| SENIOR SERVICES INC OF WICHITA | |||||||
| 200 SOUTH WALNUT | WICHITA | KS | 67213 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| UNITED WAY OF THE PLAINS INC | |||||||
| 245 NORTH WATER STREET | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $8,000 |
| FUNDAMENTAL LEARNING CENTER | |||||||
| 917 SOUTH GLENDALE | WICHITA | KS | 67218 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| WICHITA FAMILY CRISIS CENTER | |||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | NONE | PC | GENERAL PROGRAM SUPPORT | $11,000 |
| EXPLORATION PLACE | |||||||
| 300 NORTH MCLEAN BOULEVARD | WICHITA | KS | 67203 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| CHILD START | |||||||
| 1002 S OLIVER | WICHITA | KS | 67218 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| KANSAS PUBLIC TELECOMMUNICATIONS SERVICE INC | |||||||
| 320 W 21ST ST N | WICHITA | KS | 67203 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| HIS HELPING HANDS INC | |||||||
| 1441 EAST 37TH STREET NORTH | WICHITA | KS | 67219 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| VIA CHRISTI HOSPITALS | |||||||
| 929 N SAINT FRANCIS ST | WICHITA | KS | 67214 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| BREAD OF LIFE DISTRIBUTION CENTER | |||||||
| 1301 E GALENA | WICHITA | KS | 67216 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| KANSAS FOOD BANK | |||||||
| 1919 E DOUGLAS AVE | WICHITA | KS | 67211 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| CHAMBER MUSIC AT THE BARN | |||||||
| 4055 N TYLER RD | MAIZE | KS | 67101 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| EPISCOPAL SOCIAL SERVICES | |||||||
| 233 S SAINT FRANCIS AVE | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| WICHITA CHILDRENS CHOIR | |||||||
| 225 W DOUGLAS AVE | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| THE KANSAS AFRICAN AMERICAN MUSEUM | |||||||
| 601 N WATER ST | WICHITA | KS | 67203 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| KVC HEALTH SYSTEMS | |||||||
| 21350 W 153RD ST | OLATHE | KS | 66061 | NONE | PC | GENERAL PROGRAM SUPPORT | $6,000 |
| WOMEN'S INITIATIVE NETWORK | |||||||
| 510 E 3RD ST N | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| WICHITA POLICE FOUNDATION | |||||||
| PO BOX 782736 | WICHITA | KS | 67278 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $163,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,411 | 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 | BKD, LLP | CategoryTxt |
| Amt | $4,304 | Amt |
| Net Investment Income | $1,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,367 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1335 SH HELMERICH & PAYNE | $0 | $0 |
| ISHARES CORE S&P ETF 500 | $196,129 | $381,592 |
| ISHARES CORE MSCI EAFE ETF | $35,343 | $44,784 |
| ISHARES CORE US | $59,123 | $59,892 |
| ISHARES MSCI EAFE SMALL | $89,578 | $102,326 |
| ISHARES RUSSELL MID CAP | $149,574 | $172,830 |
| ISHARES S&P 500 GROWTH | $22,624 | $61,246 |
| ISHARES S&P 500 VALUE | $69,823 | $98,677 |
| VANGUARD FTSE ALL WORLD | $69,669 | $89,469 |
| VANGUARD GROWTH ETF | $59,635 | $128,360 |
| VANGUARD TOTAL STOCK | $195,994 | $412,862 |
| GUGGENHEIM TOTAL RETURN | $69,891 | $75,233 |
| LORD ABBETT HIGH YIELD I | $75,020 | $76,215 |
| HARDING LOEVNER INST | $13,392 | $18,303 |
| LAZARD INTL STRATEGIC | $28,628 | $34,368 |
| NEUBERGER BERMAN MULTI-C | $110,601 | $81,831 |
| PARAMETRIC VOLATIL RISK | $90,040 | $101,112 |
| PIMCO ALL ASSET INSTL | $50,040 | $50,416 |
| VANGUARD GLOBAL MINIMUM | $50,040 | $52,188 |
| ISHARE CORE S&P MID CAP | $52,818 | $56,616 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $2,940 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,940 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $11,459 | Amt |
| Net Investment Income | $11,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DOMESTIC CORP FEE | $40 | $0 | $0 | $40 |
| FOREIGN TAXES ON INVESTMENTS | $388 | $388 | $0 | $0 |
| EXCISE TAX | $3,240 | $3,240 | $0 | $0 |