KHICHA FAMILY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KHICHA FAMILY CHARITABLE TRUST (EIN 48-6335668)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-04
- IRS object ID
- 202000649349100515
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-04T16:51:04-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486335668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KHICHA FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BANK OF AMERICA | InCareOfNm |
| Business Name Control | KHIC | BusinessNameControlTxt |
| Phone | 3166340504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8908 CRESTWOOD CT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GYANCHAND KHICHA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3166340504 | PhoneNum |
| Signature | 2020-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL K CADDELL | PreparerPersonNm |
| PTIN | P00051392 | PTIN |
| Phone | 3162652811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $271,113 | 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 | $6,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,253 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $165 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,485 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,235 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,407 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $58 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $181,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $174,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $199,496 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,912 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,860 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,210 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $248,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $244,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $271,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $252,220 | CapitalStockBOYAmt |
| Capital Stock EOY | $252,220 | CapitalStockEOYAmt |
| Retained Earning BOY | -$3,482 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $248,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $248,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $248,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,639 | ExcessRevenueOverExpensesAmt |
| Subtotal | $243,099 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $243,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $4,611 | $4,611 | $4,611 | ||
| US TRUST | $10,417 | $166 | $166 | P | $10,251 |
| US TRUST | $32,469 | $1,457 | $1,457 | P | $31,012 |
| CLASS ACTION SUIT REVENUE | $19 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,253 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $269,329 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $262,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019072 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,493 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $234,976 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,331 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $229,745 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053673 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $180,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04431 | DistributionYr5Rt |
| Total Distribution | 0.219255 | TotalDistributionRt |
| Average Distribution | 0.043851 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $259,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,372 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88 | SubtotalAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $88 | 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 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142098588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830259 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752831041 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GYANCHAND J KHICHA | ||||||||
| 8908 CRESTWOOD CT | WICHITA | KS | 67206 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MANORAMA G KHICHA | ||||||||
| 8908 CRESTWOOD CT | WICHITA | KS | 67206 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $249,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $263,274 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $263,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $259,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $12,878 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,878 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,485 | 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 | $14,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,397 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,207 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,207 | AppliedToYear1Amt |
| Applied To Current Year | $2,278 | 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 | $10,600 | 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 | GYANCHAND J KHICHA | ContributingManagerNm |
| Contributing Manager | MANORAMA G KHICHA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GYANCHAND J KHICHA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8908 CRESTWOOD CT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3166340504 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOTANICA | ||||||
| 701 AMIDON | WICHITA | KS | 67203 | PC | GENERAL SUPPORT | $10,000 |
| GUADALUPE CLINIC | ||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | PC | GENERAL SUPPORT | $1,000 |
| WICHITA COLLEGIATE SCHOOL | ||||||
| 9115 E 13TH ST NORTH | WICHITA | KS | 67206 | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,109 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,362 | 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-TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $165 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,485 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGG BOND ETF | $17,842 | $18,359 |
| SPDR BLOOMBERG BARCLAYS HIGH Y | $4,656 | $5,035 |
| METRO WEST TR BOND CL I | $17,201 | $18,367 |
| VANGUARD TOTAL INTL BOND IND | $9,161 | $9,449 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE EMERGING MKTS | $12,775 | $13,646 |
| VANGUARD FTSE DEVELOPED MKTS | $23,730 | $29,785 |
| VANGUARD S&P 500 ETF | $34,162 | $55,315 |
| ISHARES CORE S&P MID CAP | $43,542 | $45,486 |
| ISHARES CORE S&P SMALL CAP | $32,083 | $32,282 |
| JP MORGAN US LARGE CAP CORE | $28,537 | $22,982 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA CUSTODIAN & MA | CategoryTxt |
| Amt | $3,235 | Amt |
| Net Investment Income | $3,235 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $116 | Amt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |