FIDELIA E PLETT CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FIDELIA E PLETT CHARITABLE FOUNDATION (EIN 48-1134587)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349102710
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T17:48:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481089522 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED A MORRIS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1283 | AddressLine1Txt |
| City | MCPHERSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674601283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481134587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELIA E PLETT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIDE | BusinessNameControlTxt |
| Phone | 6205856537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 513 | AddressLine1Txt |
| City | INMAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BALZER | PersonNm |
| Person Title | PRINCIPAL MANAGER | PersonTitleTxt |
| Phone | 6205856537 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TED MORRIS | PreparerPersonNm |
| PTIN | P00105474 | PTIN |
| Phone | 6202416100 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $641,161 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,997 | 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 | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,343 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,343 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5 | CashEOYAmt |
| Cash EOYFMV | $5 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,738 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $41 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $542,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $535,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $624,403 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $554,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $551,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $641,161 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $332 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $707,573 | CapitalStockBOYAmt |
| Capital Stock EOY | $707,573 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$153,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$155,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $551,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $551,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $551,796 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $551,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2014-02-26 | $196 | $143 | $53 | $53 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2014-02-26 | $325 | $230 | $95 | $95 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2014-03-24 | $502 | $369 | $133 | $133 |
| PRAXIS INTERNATIONAL INDEX FUND CL I | P | 2011-01-27 | 2014-02-26 | $4,119 | $4,044 | $75 | $75 |
| CREDIT SUISSE COMMODITY RETURN STRAT | P | 2011-01-27 | 2014-02-26 | $361 | $438 | -$77 | -$77 |
| VANGUARD SHORT-TERM FED FUND-ADM | P | 2010-03-29 | 2014-03-24 | $5,825 | $5,867 | -$42 | -$42 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2006-08-18 | 2014-03-24 | $3,298 | $3,597 | -$299 | -$299 |
| PRAXIS INTERNATIONAL INDEX FUND CL I | P | 2011-01-27 | 2014-06-09 | $3,154 | $2,892 | $262 | $262 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2014-06-09 | $1,761 | $1,230 | $531 | $531 |
| PARNASSUS EQUITY IN FUND - INST CL | P | 2011-09-26 | 2014-06-09 | $521 | $326 | $195 | $195 |
| PRAXIS VALUE INDEX FUND CL I | P | 2012-05-21 | 2014-06-09 | $1,203 | $779 | $424 | $424 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2014-06-09 | $853 | $576 | $277 | $277 |
| PIMCO ALL ASSET FUND | P | 2008-04-25 | 2014-06-23 | $17,097 | $17,122 | -$25 | -$25 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2014-06-23 | $15,282 | $10,888 | $4,394 | $4,394 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2014-09-22 | $1,622 | $1,113 | $509 | $509 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2014-09-22 | $1,857 | $1,205 | $652 | $652 |
| PRAXIS VALUE INDEX FUND CL I | P | 2012-05-21 | 2014-09-22 | $1,049 | $665 | $384 | $384 |
| PRAXIS INTERNATIONAL INDEX FUND CL I | P | 2012-12-26 | 2014-09-22 | $641 | $658 | -$17 | -$17 |
| VANGUARD GNMA FUND - ADM | P | 2011-09-26 | 2014-09-22 | $359 | $376 | -$17 | -$17 |
| PARNASSUS CORE EQUITY | P | 2009-03-26 | 2014-12-15 | $3,807 | $2,324 | $1,483 | $1,483 |
| VANGUARD SHORT-TERM FED FUND-ADM | P | 2010-03-26 | 2014-12-15 | $1,186 | $1,182 | $4 | $4 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2014-12-15 | $8,123 | $5,777 | $2,346 | $2,346 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2014-12-15 | $583 | $438 | $145 | $145 |
| CALVERT CAPTL ACCUMULATION-I | P | 2013-12-05 | 2014-12-15 | $422 | $450 | -$28 | -$28 |
| PRAXIS INTERMED INCOME CL I | P | 2013-03-25 | 2014-12-15 | $6,709 | $6,776 | -$67 | -$67 |
| VANGUARD GNMA FUND - ADM | P | 2012-09-24 | 2014-12-15 | $4,574 | $4,689 | -$115 | -$115 |
| PRAXIS SMALL CAP FUND CL I | P | 2008-02-26 | 2014-12-15 | $12,379 | $9,402 | $2,977 | $2,977 |
| Capital Gains Dividends | P | $9,441 | $9,441 | $9,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,693 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $623,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040443 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $527,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $595,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042844 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $561,836 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,871 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $506,912 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062873 | DistributionYr5Rt |
| Total Distribution | 0.251725 | TotalDistributionRt |
| Average Distribution | 0.050345 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $648,468 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,000 | 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 | $327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $233 | OverpaymentAmt |
| Applied To ES Tax | $233 | 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 | 0 | 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 |
| Individual With Books | DAVID K BALZER | IndividualWithBooksNm |
| Phone | 6202416100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 E FIRST ST | AddressLine1Txt |
| City | MCPHERSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67460 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTINA REIMER BALZER | ||||||||
| 1045 ARAPAHO ROAD | INMAN | KS | 67546 | TRUSTEE / TREASURER/SEC | 1.00 | $0 | $0 | $0 |
| ALLEN PAULS | ||||||||
| 2518 LUNDMAN | HUTCHINSON | KS | 67502 | TRUSTEE / VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOHN GAEDDERT | ||||||||
| 7724 N WHEAT ST ROAD | BUHLER | KS | 67522 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID K BALZER | ||||||||
| 1045 ARAPAHO ROAD | INMAN | KS | 67546 | TRUSTEE / CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KEVIN WIENS | ||||||||
| 2321 E 43RD ST | HUTCHINSON | KS | 67502 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETSY BULLER | ||||||||
| 1409 SEDONA COURT | HUTCHINSON | KS | 67502 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $657,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $658,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $327 | TotalTaxAmt |
| Distributable Before Adj | $32,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,096 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $327 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,673 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,175 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,175 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,825 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,271 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID BALZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 513 | AddressLine1Txt |
| City | INMAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6205856537 | RecipientPhoneNum |
| Form And Info And Materials | TYPE WRITTEN REQUESTS WITH NEED ANALYSIS, PURPOSE AND ANTICIPATED RESULT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEXUAL ASSAULT DOMESTIC VIOLENCE CENTER(SADVC) | |||||||
| 335 N WASHINGTON STE 240 | HUTCHINSON | KS | 67546 | NONE | ACTIVE | UNRESTRICTED FUNDS | $3,000 |
| MENNONITE MISSION NETWORK | |||||||
| 718 N MAIN ST | NEWTON | KS | 67114 | NONE | ACTIVE | STUDENT LOAN ASSISTANCE FOR YOUNG ADULTS IN VOLUNTARY SERVICE | $5,000 |
| ASSOCIATED MENNONITE BIBLICAL SEMINARY | |||||||
| 3003 BENHAM AVE | ELKHART | IN | 46517 | NONE | ACTIVE | STUDENT SCHOLARSHIPS | $5,000 |
| OFFENDERVICTIM MINISTRIES | |||||||
| 900 N POPLAR SUITE 200 | NEWTON | KS | 67114 | NONE | ACTIVE | M-2 PROGRAM SUPPORT | $5,000 |
| BETHEL COLLEGE | |||||||
| 300 EAST 27TH STREET | NORTH NEWTON | KS | 671170531 | NONE | ACTIVE | 5 SOCIAL WORK SCHOLARSHIPS | $5,000 |
| CAMP MENNOSCAH | |||||||
| PO BOX 65 | MURDOCK | KS | 67111 | NONE | ACTIVE | FACILITY IMPROVEMENTS | $5,000 |
| PLEASANT VIEW HOME | |||||||
| 108 N WALNUT PO BOX 249 | INMAN | KS | 67546 | NONE | ACTIVE | WELLNESS PROGRAM FOR RESIDENTS & EMPLOYEES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $7 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,414 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $883 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,693 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,997 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,997 | 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 | 348 | LineNumberTxt |
| Relationship Statement | RELIGIOUS ORGANIZATIONS ISSUED FUNDS FOR 2013. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $535,038 | EOYBookValueAmt |
| EOYFMV | $624,403 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $140 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER GAINS | Desc |
| Revenue And Expenses Per Books | $883 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $883 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $332 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $6,343 | Amt |
| Net Investment Income | $6,343 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KANSAS CORPORATION REPORT | $40 | $0 | $0 |
| FEDERAL INCOME TAX | $560 | $0 | $0 |