CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201831309349100003
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T07:25:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | % J FRED KUBIK | 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 | GREG SEIWERT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3162652811 | PhoneNum |
| Signature | 2018-05-15 | 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 | 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 | $1,763,600 | 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 | $38,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,178 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $594,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,020 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,757 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $688 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,797 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,004 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $123,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,037 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,383,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,377,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,646,563 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,506,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,494,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,763,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,506,308 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,494,959 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,506,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,494,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,506,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,494,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,506,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,349 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,494,959 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,494,959 | 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 | $584,120 | $547,467 | $36,653 | $36,653 | |
| CAPITAL GAIN DIVIDENDS | $10,367 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,020 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,024 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,590,972 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038985 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,669,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,780,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036771 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,951 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,691,294 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,577,203 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047635 | DistributionYr5Rt |
| Total Distribution | 0.202521 | TotalDistributionRt |
| Average Distribution | 0.040504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,679,471 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $700 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,725 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,297 | 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 | $700 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $700 | SubtotalAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,130 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,130 | TotalPaymentsAndCreditsAmt |
| Overpayment | $430 | OverpaymentAmt |
| Applied To ES Tax | $430 | AppliedToESTaxAmt |
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 | J FRED KUBIK | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| J FRED KUBIK | ||||||||
| 1551 N WATERFRONT PARKWAY STE 300 | WICHITA | KS | 67206 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JANE MCHUGH | ||||||||
| 1551 N WATERFRONT PARKWAY STE 300 | WICHITA | KS | 67206 | TREASURER | 1.0 | $0 | $0 | $0 |
| GREG SEIWERT | ||||||||
| 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 | $1,596,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,705,047 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,705,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,679,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $700 | TotalTaxAmt |
| Distributable Before Adj | $83,274 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,274 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,274 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,297 | 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 | $79,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $700 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,274 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,231 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,231 | AppliedToYear1Amt |
| Applied To Current Year | $4,066 | 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 | $79,208 | 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 | J FRED KUBIK | 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 | 3162652811 | 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 (18 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 | $6,000 |
| WICHITA SYMPHONY | |||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| MUSIC THEATRE OF WICHITA | |||||||
| 225 WEST DOUGLAS AVENUE SUITE 202 | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| WICHITA STATE UNIVERSITY FOUNDATION | |||||||
| 1845 FAIRMOUNT | WICHITA | KS | 67260 | NONE | PC | GENERAL PROGRAM SUPPORT | $8,000 |
| KANSAS CHILDREN'S SERVICE LEAGUE | |||||||
| 1365 NORTH CUSTER | WICHITA | KS | 67203 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| HOME TECHNOLOGY SOLUTIONS INC | |||||||
| 149 SOUTH RIDGE ROAD | WICHITA | KS | 67209 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| SENIOR SERVICES INC OF WICHITA | |||||||
| 200 SOUTH WALNUT | WICHITA | KS | 67213 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| CHAMBER MUSIC AT THE BARN INC | |||||||
| 4041 NORTH MAIZE ROAD SUITE 240 | MAIZE | KS | 67101 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF THE PLAINS INC | |||||||
| 245 NORTH WATER STREET | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $6,000 |
| FUNDAMENTAL LEARNING CENTER | |||||||
| 917 SOUTH GLENDALE | WICHITA | KS | 67218 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| YWCA | |||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| EXPLORATION PLACE | |||||||
| 300 NORTH MCLEAN BOULEVARD | WICHITA | KS | 67203 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| WICHITA-SEDGWICK COUNTY HISTORICAL MUSEUM | |||||||
| 204 SOUTH MAIN | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| WICHITA PUBLIC LIBRARY FOUNDATION INC | |||||||
| 223 S MAIN STREET | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,000 |
| 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 |
| THE ORPHEUM THEATRE | |||||||
| 203 S MAIN ST | MEMPHIS | TN | 38103 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| CENTRAL CHRISTIAN CHURCH - HIS HELPING HANDS INC | |||||||
| 1441 EAST 37TH STREET NORTH | WICHITA | KS | 67219 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,178 | 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 | $47,020 | 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 | $85,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,198 | 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 | $4,592 | Amt |
| Net Investment Income | $1,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,757 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1335 SH HELMERICH & PAYNE | $1,198 | $86,294 |
| COLUMBIA STRATEGIC INCM | $80,100 | $80,176 |
| DOUBLELINE TOTAL RETURN | $148,060 | $141,943 |
| GUGGENHEIM TOTAL RETURN | $75,040 | $77,025 |
| PRINCIPAL HIGH YIELD | $9,805 | $9,905 |
| FIDELITY ADV NEW | $0 | $0 |
| METROPOLITAN WEST TOTAL RETURN | $75,536 | $76,923 |
| AQR MGD FUTURES STRAT FD | $0 | $0 |
| BOSTON PARTNERS GLBL | $0 | $0 |
| ISHARES CORE S&P ETF MIDCAP | $57,759 | $80,657 |
| ISHARES CORE S&P ETF S&P 500 | $55,246 | $94,098 |
| DIAMOND HILL LONG SHORT FUND | $0 | $0 |
| VANGUARD TOTAL STOCK MKT | $172,197 | $230,580 |
| LAZARD INTL STRATEGIC | $28,628 | $32,961 |
| LAZARD US EQUITY | $28,195 | $30,874 |
| STONE RIDGE REINSURANCE | $60,020 | $53,347 |
| ISHARES RUSSELL MID CAP | $57,953 | $72,845 |
| ISHARES CORE US | $0 | $0 |
| ISHARES S&P 500 GROWTH | $70,625 | $85,551 |
| ISHRES S&P 500 VALUE | $38,444 | $42,840 |
| VANGUARD FTSE ALL WORLD | $124,570 | $142,819 |
| T ROWE PRICE EMERGING | $30,040 | $29,885 |
| CAUSEWAY EMRG MKTS FD | $43,060 | $45,170 |
| WILLIAM BLAIR MACRO | $47,020 | $47,682 |
| MATTHEWS ASIA DIVIDEND | $33,846 | $38,560 |
| NEUBERGER BERMAN MULTI | $70,020 | $64,444 |
| HARDING LOEVNER INST | $40,540 | $50,318 |
| JANUS HENDERSON INTL | $30,020 | $31,666 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $2,056 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,671 | Amt |
| Net Investment Income | $12,671 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DOMESTIC CORP FEE | $40 | $0 | $0 | $40 |
| FOREIGN TAXES ON INVESTMENTS | $688 | $688 | $0 | $0 |