STRATEGY STUDIO / PUBLIC DATA EXPLORER

KHICHA FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KHICHA FAMILY CHARITABLE TRUST (EIN 48-6335668)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-30
IRS object ID
201500899349100500
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-03-30T09:28:20-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11551 N WATERFRONT PKWY STE 300AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672066601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486335668EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KHICHA FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BANK OF AMERICAInCareOfNm
Business Name ControlKHICBusinessNameControlTxt
Phone3166340504PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18908 CRESTWOOD CTAddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGYANCHAND KHICHAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3166340504PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL K CADDELLPreparerPersonNm
PTINP00051392PTIN
Phone3166340504PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$267,002FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,686ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,888DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,888DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$77,864NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,366GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,864CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,445TotalRevAndExpnssAmt
Total Net Invst Incm$81,759TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,469AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$735AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,072OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,072OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$709TaxesRevAndExpnssAmt
Taxes Net Invst Incm$709TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,516TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$72,195ExcessRevenueOverExpensesAmt
Net Investment Income$78,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,099SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$48,900SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,900SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$101,857CorporateStockBOYAmt
Corporate Stock EOY$126,580CorporateStockEOYAmt
Corporate Stock EOYFMV$149,679CorporateStockEOYFMVAmt
Corporate Bonds BOY$33,398CorporateBondsBOYAmt
Corporate Bonds EOY$37,157CorporateBondsEOYAmt
Corporate Bonds EOYFMV$39,630CorporateBondsEOYFMVAmt
Other Investments BOY$21,189OtherInvestmentsBOYAmt
Other Investments EOY$30,188OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,793OtherInvestmentsEOYFMVAmt
Other Assets BOY$87OtherAssetsBOYAmt
Total Assets BOY$170,630TotalAssetsBOYAmt
Total Assets EOY$242,825TotalAssetsEOYAmt
Total Assets EOYFMV$267,002TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$252,220CapitalStockBOYAmt
Capital Stock EOY$252,220CapitalStockEOYAmt
Retained Earning BOY-$81,590RetainedEarningBOYAmt
Retained Earning EOY-$9,395RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$170,630TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$242,825TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,630TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$242,825TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$170,630TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$72,195ExcessRevenueOverExpensesAmt
Subtotal$242,825SubtotalAmt
Tot Net Ast Or Fund Balances EOY$242,825TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$91,366GrossSalesPriceAmt
Cost Or Other Basis$13,502CostOrOtherBasisAmt
Gain Or Loss$77,864GainOrLossAmt
Gains Minus Excess Or Losses$77,864GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$77,864CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,176AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$167,723NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048747DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,206AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$165,774NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049501DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,782AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$164,898NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047193DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,958AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$154,932NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04491DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,256AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$138,843NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059463DistributionYr5Rt
Total Distribution0.249814TotalDistributionRt
Average Distribution0.049963AverageDistributionRt
Net Vl Noncharitable Assets$180,545NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,021AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$782NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,803AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,565InvestmentIncomeExciseTaxAmt
Subtotal$1,565SubtotalAmt
Tax Based On Investment Income$1,565TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$440TotalPaymentsAndCreditsAmt
Tax Due$1,125TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BANK OF AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2142098588PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 830259AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752831041ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GYANCHAND J KHICHA
8908 CRESTWOOD CTWICHITAKS67206TRUSTEE0$0$0$0
MANORAMA G KHICHA
8908 CRESTWOOD CTWICHITAKS67206TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$170,225AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,069AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$183,294TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$183,294AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,749CashDeemedCharitableAmt
Net Vl Noncharitable Assets$180,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,565TaxBasedOnInvestmentIncomeAmt
Total Tax$1,565TotalTaxAmt
Distributable Before Adj$7,462DistributableBeforeAdjAmt
Distributable Before Ded$7,462DistributableBeforeDedAmt
Distributable As Adjusted$7,462DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,462DistributableAsAdjustedAmt
Undistributed Income PY$7,005UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Applied To Year1$7,005AppliedToYear1Amt
Applied To Current Year$995AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$6,467UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGYANCHAND J KHICHAContributingManagerNm
Contributing ManagerMANORAMA G KHICHAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGYANCHAND J KHICHARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18908 CRESTWOOD CTAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3166340504RecipientPhoneNum
Form And Info And MaterialsNO SPECIAL FORM OR MATERIALS ARE REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WICHITA ART MUSEUM
1400 WEST MUSEUM BOULEVARDWICHITAKS67203PCGENERAL SUPPORT$1,000
WICHITA GRAND OPERA
225 WEST DOUGLAS ROOM 201RWICHITAKS67202PCGENERAL SUPPORT$2,000
GUADALUPE CLINIC
940 SOUTH ST FRANCISWICHITAKS67211SO IGENERAL SUPPORT$1,000
ULRICH MUSEUM OF ART
1845 FAIRMOUNT STREETWICHITAKS67260PCGENERAL SUPPORT$2,500
MAUREEN CONNOLLY BRINKER TENNIS FOUNDATION
6804 E 40TH NWICHITAKS67278PCGENERAL SUPPORT$1,000
BOTANICA INC
701 AMIDON STWICHITAKS67203PCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,895ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$77,864ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$81,759ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,759TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMANORAMA G KHICHAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18908 CRESTWOOD CTAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
Total Contributions$73,230TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1000 SHARES MEDTRONIC INCNoncashPropertyDesc
Fair Market Value$73,230FairMarketValueAmt
Received2014-12-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBKD-TAX PREPARATION FEESCategoryTxt
Amt$1,469Amt
Net Investment Income$735NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLUMBIA INCOME OPP FUND$7,768$7,973
COLUMBIA INTERMEDIATE BOND FND$29,389$31,657

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLUMBIA SMALL CAP INDEX FUND$15,545$20,216
COLUMBIA MID CAP INDEX FUND$14,151$22,885
COLUMBIA DIVIDEND INCOME FUND$30,578$46,381
ASTON MONTAG & CALDWELL GROWTH$19,282$16,716
COLUMBIA EMERGING MKTS FUND$10,527$10,381
JP MORGAN INTL VALUE FUND$12,485$10,995
VANGUARD FTSE EMERGING MKTS$11,110$10,205
INVESCO INTL GROWTH FUND$12,902$11,900

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
IVY ASSET STRATEGY FUNDAT COST$9,033$8,780
COLUMBIA REAL ESTATE EQUITY FDAT COST$11,583$11,710
CREDIT SUISSE COMMODITY STRATEAT COST$9,572$8,303

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK OF AMERICA CUSTODIAN & MACategoryTxt
Amt$2,072Amt
Net Investment Income$2,072NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$620$620
FOREIGN TAXES$89$89