CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201731289349100413
- Schema version
- 2016v3.0
- 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 Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T08:48:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.22.227.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 48010220171285000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A58B90B6AE454C598924F9C376798BA32F55CAF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A58B90B6AE454C598924F9C376798BA32F55CAF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,670,965 | 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 | $35,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $642,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $429 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$15,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,858 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,556 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,822 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,734 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $378 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,072 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,488,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,383,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,547,893 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,598,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,506,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,670,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,598,892 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,506,308 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,598,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,598,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,506,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,598,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,584 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,506,308 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PWRSHS FTSE RAFI DVPD MKT EX US ETF | 2016-01-08 | $14,487 | $18,306 | -$3,819 | -$3,819 |
| CAUSEWAY EMRG MKTS FD INSTL SHR CL | 2016-02-05 | $15,683 | $20,020 | -$4,337 | -$4,337 |
| DODGE & COX INTL STOCK FUND | 2016-02-05 | $319 | $451 | -$132 | -$132 |
| LAZARD EMRG MKTS EQTY PORT INST SHARE | 2016-02-05 | $121 | $127 | -$6 | -$6 |
| TEMPLETON GLOBAL BOND FUND ADV CL | 2016-02-05 | $30,545 | $35,312 | -$4,767 | -$4,767 |
| VANGUARD FTSE ALL WORLD EX US ETF | 2016-02-05 | $32,033 | $39,175 | -$7,142 | -$7,142 |
| AQR LG CAP MOMENTUM STYLE I | 2016-02-05 | $10,000 | $11,457 | -$1,457 | -$1,457 |
| DODGE & COX INTL STOCK FUND | 2016-02-05 | $13,710 | $19,401 | -$5,691 | -$5,691 |
| LAZARD EMRG MKTS EQTY PORT INST SHARE | 2016-02-05 | $5,725 | $5,981 | -$256 | -$256 |
| T ROWE PRICE INST EMRG MKTS BD | 2016-02-05 | $31,053 | $35,020 | -$3,967 | -$3,967 |
| TEMPLETON GLOBAL BOND FUND ADV CL | 2016-02-05 | $85,833 | $99,228 | -$13,395 | -$13,395 |
| VANGUARD FTSE ALL WORLD EX US ETF | 2016-02-05 | $4,004 | $5,207 | -$1,203 | -$1,203 |
| VANGUARD FTSE ALL WORLD EX US ETF | 2016-02-05 | $4,004 | $4,766 | -$762 | -$762 |
| VANGUARD FTSE ALL WORLD EX US ETF | 2016-02-05 | $4,004 | $4,766 | -$762 | -$762 |
| VANGUARD FTSE ALL WORLD EX US ETF | 2016-02-05 | $4,004 | $4,766 | -$762 | -$762 |
| VANGUARD FTSE ALL WORLD EX US ETF | 2016-02-05 | $32,033 | $38,127 | -$6,094 | -$6,094 |
| VANGUARD FTSE EMERGING MARK ETF IV | 2016-02-05 | $6,071 | $8,708 | -$2,637 | -$2,637 |
| AQR SM CAP MOMENTUM STYLE I | 2016-05-10 | $3,419 | $3,607 | -$188 | -$188 |
| HENDERSON INTL OPPTY FD CL I | 2016-05-10 | $20,000 | $20,982 | -$982 | -$982 |
| T ROWE PRICE SMALL CAP STOCK FUND | 2016-05-10 | $20,483 | $21,689 | -$1,206 | -$1,206 |
| WILLIAM BLAIR MACRO ALLOC I | 2016-05-10 | $20,000 | $22,040 | -$2,040 | -$2,040 |
| AQR SM CAP MOMENTUM STYLE I | 2016-05-10 | $9,008 | $9,503 | -$495 | -$495 |
| METROPOLITAN WEST TOTAL RETURN BOND I | 2016-05-10 | $50,000 | $47,371 | $2,629 | $2,629 |
| T ROWE PRICE SMALL CAP STOCK FUND | 2016-05-10 | $5,545 | $5,871 | -$326 | -$326 |
| ISHARES CORE US AGGRGT BOND ETF IV | 2016-06-14 | $19,530 | $19,115 | $415 | $415 |
| ISHARES MSCI EAFE SMALL CAP ETF | 2016-06-27 | $13,711 | $13,744 | -$33 | -$33 |
| ISHARES MSCI EAFE SMALL CAP ETF | 2016-06-27 | $13,711 | $11,191 | $2,520 | $2,520 |
| VANGUARD TOTAL STOCK MARKET ETF | 2016-07-14 | $15,483 | $12,944 | $2,539 | $2,539 |
| AQR LG CAP MOMENTUM STYLE I | 2016-07-14 | $49,543 | $48,563 | $980 | $980 |
| AQR INTL MOMENTUM STYLE I | 2016-09-27 | $3,281 | $3,523 | -$242 | -$242 |
| AQR INTL MOMENTUM STYLE I | 2016-09-27 | $22,392 | $24,048 | -$1,656 | -$1,656 |
| HENDERSON INTL OPPTY FD CL I | 2016-12-19 | $10,656 | $11,058 | -$402 | -$402 |
| ISHARES EDGE MSCI MIN VOL EAFE ETF | 2016-12-19 | $14,251 | $14,383 | -$132 | -$132 |
| ISHARES EDGE MSCI MIN VOL EAFE ETF | 2016-12-19 | $6,196 | $6,288 | -$92 | -$92 |
| ISHARES S&P 500 VALUE ETF | 2016-12-19 | $2,557 | $2,394 | $163 | $163 |
| ISHARES EDGE MSCI MIN VOL EAFE ETF | 2016-12-19 | $16,729 | $17,104 | -$375 | -$375 |
| ISHARES EDGE MSCI MIN VOL EAFE ETF | 2016-12-19 | $1,859 | $1,723 | $136 | $136 |
| WILLIAM BLAIR MACRO ALLOC I | 2016-12-19 | $23,394 | $25,981 | -$2,587 | -$2,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,890 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,669,060 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,780,111 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,951 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,691,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,577,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,532 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,647,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04827 | DistributionYr5Rt |
| Total Distribution | 0.211806 | TotalDistributionRt |
| Average Distribution | 0.042361 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,590,972 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,610 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,024 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $430 | SubtotalAmt |
| Tax Based On Investment Income | $430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,130 | OverpaymentAmt |
| Applied To ES Tax | $1,130 | 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 | $1,514,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,615,200 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,615,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,590,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $430 | TotalTaxAmt |
| Distributable Before Adj | $79,119 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,119 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,119 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,024 | 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 | $62,024 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,024 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,136 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,136 | AppliedToYear1Amt |
| Applied To Current Year | $3,888 | 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 | $75,231 | 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 (17 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 | $4,250 |
| 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 |
| WICHITA CHILDREN'S CHOIR | |||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| ARTS PARTNERS INC | |||||||
| 201 NORTH WATER SUITE 300 | WICHITA | KS | 67201 | 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 | $5,000 |
| WICHITA PUBLIC LIBRARY FOUNDATION INC | |||||||
| 223 S MAIN STREET | WICHITA | KS | 67202 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| FIRST PRESBYTERIAN CHURCH FOUNDATION | |||||||
| 525 N BROADWAY | WICHITA | KS | 67214 | NONE | SO I | GENERAL PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,250 | 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 | $35,858 | ExclusionAmt |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
| 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 | -$51,890 | 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 | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$15,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$15,598 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | IRC SECTION 103 TAX-EXEMPT INTEREST | RelationshipStatementTxt |
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 | $4,556 | Amt |
| Net Investment Income | $1,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,734 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1335 SH HELMERICH & PAYNE | $1,198 | $103,329 |
| COLUMBIA STRATEGIC INCM | $15,020 | $15,236 |
| DOUBLELINE TOTAL RETURN | $148,060 | $141,810 |
| GUGGENHEIM TOTAL RETURN | $55,020 | $54,958 |
| PRINCIPAL HIGH YIELD | $16,520 | $17,285 |
| FIDELITY ADV NEW | $31,615 | $37,471 |
| METROPOLITAN WEST TOTAL RETURN | $42,488 | $43,416 |
| AQR MGD FUTURES STRAT FD | $67,100 | $59,506 |
| BOSTON PARTNERS GLBL | $15,020 | $15,851 |
| ISHARES CORE S&P ETF MIDCAP | $57,759 | $70,270 |
| ISHARES CORE S&P ETF S&P 500 | $75,961 | $101,246 |
| DIAMOND HILL LONG SHORT FUND | $80,000 | $83,770 |
| VANGUARD TOTAL STOCK MKT | $267,376 | $297,526 |
| LAZARD INTL STRATEGIC | $36,160 | $32,988 |
| LAZARD US EQUITY | $80,060 | $81,081 |
| STONE RIDGE REINSURANCE | $60,020 | $60,238 |
| ISHARES RUSSELL MID CAP | $57,953 | $62,601 |
| ISHARES CORE US | $50,718 | $49,708 |
| ISHARES S&P 500 GROWTH | $63,050 | $62,113 |
| ISHRES S&P 500 VALUE | $50,268 | $53,225 |
| VANGUARD FTSE ALL WORLD | $111,870 | $104,265 |
| DODGE & COX INTL STOCK FUND | $0 | $0 |
| LAZARD EMERGING MKTS EQUITY | $0 | $0 |
| TEMPLETON GLOBAL BOND | $0 | $0 |
| T ROWE PRICE EMERGING | $0 | $0 |
| ISHARES MSCI ETF EAFE MIN VOL | $0 | $0 |
| ISHARES TR MSCI EAFE | $0 | $0 |
| AQR INTL MOMENTUM FD CL L | $0 | $0 |
| AQR SMALL CAP MOMENTUM FD CL L | $0 | $0 |
| VANGUARD FTSE EMERGING MARKETS | $0 | $0 |
| AQR LG CAP MOMENTUM | $0 | $0 |
| CAUSEWAY EMRG MKTS FD | $0 | $0 |
| HENDERSON INTL OPPTY FD | $0 | $0 |
| T ROWE PRICE SMALL CAP | $0 | $0 |
| WILLIAM BLAIR MACRO | $0 | $0 |
| PWRSHS FTSE RAFI DVPD | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $429 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,176 | Amt |
| Net Investment Income | $12,176 | 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 |
| ESTIMATED TAXES PAID | $586 | $0 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $378 | $378 | $0 | $0 |