GARVEY FAMILY CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GARVEY FAMILY CHARITABLE TRUST (EIN 48-6283076)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201831239349101028
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T16:46:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481208823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE GROUP LC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7309 E 21ST N STE 120 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672061178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486283076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES W GARVEY FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARV | BusinessNameControlTxt |
| Phone | 3162615301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HERITAGE GRP 7309 E 21ST ST N 120 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672061178 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W GARVEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3162615301 | PhoneNum |
| Signature | 2018-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD M CONNELL CPA | PreparerPersonNm |
| PTIN | P01068740 | PTIN |
| Phone | 3162615301 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $793,912 | 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 | $41,802 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $430 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $430 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,345 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,345 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $787 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,363 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $20 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $20 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $261 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,707 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $383,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $353,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $353,277 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $66 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $66 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $66 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $562,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $538,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $440,569 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $945,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $892,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $793,912 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $501,792 | CapitalStockBOYAmt |
| Capital Stock EOY | $449,094 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $443,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $945,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $892,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $945,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $892,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $945,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $92 | OtherIncreasesAmt |
| Subtotal | $892,288 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $892,288 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,117 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $856,009 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127472 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,330,457 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056705 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,096,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,501 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,212,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.158780 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,456 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,311,493 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046097 | DistributionYr5Rt |
| Total Distribution | 0.457409 | TotalDistributionRt |
| Average Distribution | 0.091482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $835,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,441 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,458 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,877 | 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 | $17 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $75 | OverpaymentAmt |
| Applied To ES Tax | $75 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES GARVEY FAMILY CHARITABLE TRUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3162615301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7309 E 21ST STREET N | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672061178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W GARVEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HERITAGE GROUPLC7309 E 21ST ST | AddressLine1Txt |
| Address Line2 | NORTH | AddressLine2Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $298,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $342,854 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $848,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $848,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $835,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $41,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,877 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $105,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,948 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,115 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $255,780 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $255,780 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,182 | ExcessFromYear4Amt |
| Excess From Year3 | $20,216 | ExcessFromYear3Amt |
| Excess From Year2 | $8,948 | ExcessFromYear2Amt |
| Excess From Year1 | $66,319 | ExcessFromYear1Amt |
| Excess From Current Year | $55,115 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVENTURE UNLIMITED | ||||||
| 5201 SOUTH QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $1,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $500 |
| AMERICANS FOR PROSPERITY FOUNDATION | ||||||
| 1310 N COURTHOUSE RD SUITE 700 | ARLINGTON | VA | 22201 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,000 |
| ATLAS NETWORK | ||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| BILL OF RIGHTS INSTITUTE | ||||||
| 1310 N COURTHOUSE ROADSUITE 620 | ARLINGTON | VA | 22201 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| CEDARS CAMPS | ||||||
| 1314 PARKVIEW VALLEY | MANCHESTER | MO | 63011 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $1,000 |
| EDCHOICE | ||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $500 |
| EPISCOPAL SOCIAL SERVICES | ||||||
| 1010 N MAIN | WICHITA | KS | 67203 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,500 |
| FLUORIDE ACTION NETWORK AN AMERICAN ENVIRONMENTAL HEALTH STUDIES PROJECT | ||||||
| 104 WALNUT STREET | BINGHAMTON | NY | 13905 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $25,000 |
| FRANK LLOYD WRIGHT'S ALLEN HOUSE MUSEUM | ||||||
| 255 N ROOSEVELT | WICHITA | KS | 67208 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| FRIENDS UNIVERSITY | ||||||
| 2100 W UNIVERSITY AVENUE | WICHITA | KS | 67213 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $2,000 |
| GOODWILL INDUSTRIES OF KANSAS INC | ||||||
| 3351 N WEBB ROAD | WICHITA | KS | 67226 | N/A | OPERATING FUND FOR COMMUNITY FUNDS | $500 |
| HABITAT FOR HUMANITY | ||||||
| 130 E MURDOCK SUITE 102 | WICHITA | KS | 67214 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $5,000 |
| HEARTSPRING | ||||||
| 8700 E 29TH STREET N | WICHITA | KS | 67226 | N/A | OPERATING FUND FOR MEDICAL ORGANIZATION | $500 |
| HEAVEN SENT MINISTRIES | ||||||
| PO BOX 5392 | PRINCETON | WV | 24740 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $5,000 |
| INSTITUTE FOR HUMANE STUDIES GEORGE MASON UNIVERSITY | ||||||
| 3434 WASHINGTON BLVD MS 1 C5 | ARLINGTON | VA | 22201 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $500 |
| INTER-FAITH MINISTRIES | ||||||
| 829 N MARKET | WICHITA | KS | 67214 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $1,000 |
| KANSAS FOOD BANK | ||||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $1,000 |
| KANSAS POLICY INSTITUTE | ||||||
| 250 N WATER SUITE 216 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $10,000 |
| KPTS PUBLIC TELEVISION | ||||||
| 320 WEST 21ST STREET NORTH | WICHITA | KS | 67203 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $2,000 |
| LIFE OUTREACH INTERNATIONAL | ||||||
| PO BOX 982000 | FORT WORTH | TX | 76182 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $500 |
| MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS | ||||||
| 555 N WOODLAWN SUITE 3105 | WICHITA | KS | 67208 | N/A | OPERATING FUND FOR MEDICAL ORGANIZATION | $1,000 |
| MOMS AGAINST FLUORIDATION | ||||||
| PO BOX 17081 | ASHVILLE | NC | 288167081 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,500 |
| MUSIC THEATRE OF WICHITA | ||||||
| 225 WEST DOUGLAS SUITE 202 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| ORPHEUM PERFORMING ARTS CENTRE LTD | ||||||
| 200 N BROADWAY STE 330 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,000 |
| PRAIRIE VIEW INC | ||||||
| PO BOX 467 | NEWTON | KS | 67114 | N/A | OPERATING FUND FOR MEDICAL ORGANIZATION | $1,000 |
| THE INDEPENDENT INSTITUTE | ||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $7,000 |
| THE INDEPENDENT SCHOOL | ||||||
| 8317 EAST DOUGLAS | WICHITA | KS | 67207 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $2,500 |
| THE LORDS DINER | ||||||
| 424 N BROADWAY AVE | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $500 |
| THE PRINCIPIA | ||||||
| 13201 CLAYTON ROAD | ST LOUIS | MO | 63131 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $1,000 |
| THE SALVATION ARMY | ||||||
| 350 NORTH MARKET STREET | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $2,500 |
| TREES FOR LIFE INC | ||||||
| 3006 WEST ST LOUIS | WICHITA | KS | 67203 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,000 |
| UNION RESCUE MISSION | ||||||
| 2800 NORTH HILLSIDE | WICHITA | KS | 67219 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $1,000 |
| WE TREAT KIDS RIGHT | ||||||
| 1630 19TH STREET NORTH | BIRMINGHAM | AL | 35234 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $5,000 |
| WICHITA CHILDREN'S HOME | ||||||
| 7271 E37TH ST N | WICHITA | KS | 67226 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $6,000 |
| WICHITA FRIENDS SCHOOL | ||||||
| 14700 W KELLOGG | WICHITA | KS | 67235 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $1,000 |
| WICHITA SWIM CLUB | ||||||
| 8323 E DOUGLAS AVE | WICHITA | KS | 67207 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| WICHITA SYMPHONY | ||||||
| 225 WEST DOUGLAS SUITE 207 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,000 |
| YOUTH ENTREPRENEURS KANSAS | ||||||
| 4111 E 37TH ST N STE D101 | WICHITA | KS | 67220 | N/A | OPERATING FUND FOR COMMUNITY FUNDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,345 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,775 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BUILDERS INC | ||||||
| 1 | 1081 S GLENDALE | WICHITA | KS | 67218 | $41,335 | Yes (X) |
| JEAN & WILLARD GARVEY FUND | ||||||
| 2 | 7309 E 21ST ST SUITE 120 | WICHITA | KS | 67206 | $467 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,363 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NET VENTURE, A PARTNERSHIP | AT COST | $217,205 | $214,578 |
| KRUGERRANDS | AT COST | $72,406 | $108,534 |
| INVESTMENT IN MUTUAL FUNDS | AT COST | $249,334 | $117,457 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NET VENTURE, A PARTNERSHIP - DEDUCTIONS RELATED TO PORTFOLIO INCOME | $255 | $255 | $0 |
| POSTAGE | $14 | $0 | $14 |
| NET VENTURE, A PARTNERSHIP - INTEREST EXPENSE | $6 | $6 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR INCOME TAX REFUND | Desc |
| Amt | $92 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX - CURRENT YEAR | CategoryTxt |
| Amt | $92 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |