FIDELIA E PLETT CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FIDELIA E PLETT CHARITABLE FOUNDATION (EIN 48-1134587)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201402269349101250
- Schema version
- 2013v3.0
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T18:25:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1283 | AddressLine1 |
| City | MCPHERSON | City |
| State | KS | State |
| ZIP Code | 674601283 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | INMAN | City |
| State | KS | State |
| ZIP Code | 67546 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BALZER | PersonNm |
| Person Title | PRINCIPAL MANAGER | PersonTitleTxt |
| Phone | 6205856537 | PhoneNum |
| Signature | 2014-08-14 | 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 | 2014-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $654,176 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,181 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,181 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,758 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,955 | 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 | $6,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,885 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $65 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $41 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $41 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $535,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $542,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $642,250 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $34 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $554,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $554,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $654,176 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $332 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $332 | 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 | -$152,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$153,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $554,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $554,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $554,182 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $554,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PRAXIS VALUE INDEX FUND CL I | P | 2011-06-28 | 2013-03-25 | $626 | $547 | $79 | $79 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2013-03-25 | $3,549 | $3,104 | $445 | $445 |
| PARNASSUS EQUITY INC FUND - INST CL | P | 2011-11-18 | 2013-03-25 | $1,529 | $1,232 | $297 | $297 |
| PRAXIS SMALL CAP FUND CL I | P | 2007-10-25 | 2013-03-25 | $1,076 | $867 | $209 | $209 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2013-03-25 | $840 | $699 | $141 | $141 |
| T ROWE PRICE REAL ESTATE FUND | P | 2009-02-24 | 2013-03-25 | $413 | $145 | $268 | $268 |
| CREDIT SUISSE COMMODITY RETURN STRAT COM | P | 2011-01-27 | 2013-03-25 | $4,829 | $5,606 | -$777 | -$777 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2013-06-12 | $2,043 | $1,719 | $324 | $324 |
| PRAXIS VALUE INDEX FUND CL I | P | 2012-05-21 | 2013-06-12 | $1,588 | $1,219 | $369 | $369 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2013-06-12 | $1,235 | $1,030 | $205 | $205 |
| PARNASSUS EQUITY INC FUND - INST CL | P | 2011-11-18 | 2013-06-12 | $980 | $723 | $257 | $257 |
| PRAXIS SMALL CAP FUND CL I | P | 2007-10-25 | 2013-06-12 | $6,697 | $5,295 | $1,402 | $1,402 |
| PARNASSUS SMALL-CAP | P | 2011-09-26 | 2013-06-12 | $25,125 | $18,854 | $6,271 | $6,271 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2013-06-12 | $193 | $158 | $35 | $35 |
| PRAXIS INTERNATIONAL INDEX FUND CL I | P | 2011-01-27 | 2013-09-23 | $3,099 | $3,007 | $92 | $92 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2013-09-23 | $923 | $713 | $210 | $210 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2013-09-23 | $1,443 | $1,139 | $304 | $304 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2013-09-23 | $995 | $774 | $221 | $221 |
| PRAXIS SMALL CAP FUND CL I | P | 2007-10-25 | 2013-09-23 | $2,336 | $1,659 | $677 | $677 |
| PARNASSUS EQUITY INC FUND - INST CL | P | 2011-09-26 | 2013-09-23 | $1,297 | $896 | $401 | $401 |
| PRAXIS VALUE INDEX FUND CL I | P | 2012-05-21 | 2013-09-23 | $322 | $236 | $86 | $86 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2013-11-13 | $2,718 | $2,049 | $669 | $669 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2013-11-13 | $1,822 | $1,277 | $545 | $545 |
| PARNASSUS EQUITY INC FUND - INST CL | P | 2011-09-26 | 2013-11-13 | $2,592 | $1,703 | $889 | $889 |
| PRAXIS GROWTH INDEX FUND CL I | P | 2012-05-21 | 2013-12-16 | $2,294 | $1,695 | $599 | $599 |
| PRAXIS SMALL CAP FUND CL I | P | 2007-10-25 | 2013-12-16 | $2,448 | $1,637 | $811 | $811 |
| PRAXIS INTERNATIONAL INDEX FUND CL I | P | 2011-01-27 | 2013-12-16 | $7,081 | $6,867 | $214 | $214 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2013-11-13 | $1,144 | $861 | $283 | $283 |
| BOSTON COMMON INTERNATIONAL | P | 2012-09-24 | 2013-11-13 | $441 | $374 | $67 | $67 |
| VANGUARD SHORT-TERM FED FUND - ADM | P | 2012-09-24 | 2013-12-16 | $582 | $590 | -$8 | -$8 |
| VANGUARD GNMA FUND - ADM | P | 2011-09-26 | 2013-11-13 | $1,012 | $1,072 | -$60 | -$60 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2006-08-18 | 2013-12-16 | $3,911 | $7,069 | -$3,158 | -$3,158 |
| PIMCO ALL ASSET FUND | P | 2006-08-18 | 2013-11-13 | $349 | $366 | -$17 | -$17 |
| CREDIT SUISSE COMMODITY RETURN STRAT COM | P | 2011-01-27 | 2013-12-16 | $467 | $594 | -$127 | -$127 |
| Capital Gains Dividends | P | $7,535 | $7,535 | $7,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $527,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $595,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042844 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $561,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,871 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $506,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $637,018 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048664 | DistributionYr5Rt |
| Total Distribution | 0.259946 | TotalDistributionRt |
| Average Distribution | 0.051989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $623,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $332 | TaxDueAmt |
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 | AddressLine1 |
| City | MCPHERSON | City |
| State | KS | State |
| ZIP Code | 67460 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| 4004 QUIVIRA DRIVE | 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 | $627,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $632,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $632,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $623,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $532 | TotalTaxAmt |
| Distributable Before Adj | $30,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,623 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,752 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,752 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $448 | 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 | $30,175 | 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 | AddressLine1 |
| City | INMAN | City |
| State | KS | State |
| ZIP Code | 67546 | ZIPCode |
| 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| HOPI MISSION SCHOOL FOUNDATION | |||||||
| 500 N MAIN 150 | NEWTON | KS | 67114 | NONE | ACTIVE | GENERAL OPERATING BUDGET | $4,000 |
| PLEASANT VIEW HOME | |||||||
| 108 N WALNUT PO BOX 249 | INMAN | KS | 67546 | NONE | ACTIVE | WELLNESS PROGRAM FOR RESIDENTS & EMPLOYEES | $5,000 |
| PEACE CONNECTIONS | |||||||
| 612 N MAIN | NEWTON | KS | 67114 | NONE | ACTIVE | CIRCLE OF HOPE | $2,200 |
| PRAIRIE VIEW ADVANCEMENT OFFICE | |||||||
| 1901 E FIRST ST | NEWTON | KS | 67114 | NONE | ACTIVE | OFFSET COST OF COUNSELING FOR THOSE UNAVAILABLE TO PAY IN MCPHERSON COUNTY | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,200 | 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 | $16 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,181 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,758 | 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 | $32,955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,955 | 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 | $542,588 | EOYBookValueAmt |
| EOYFMV | $642,250 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $41 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $41 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $78 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $332 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $6,351 | Amt |
| Net Investment Income | $6,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KANSAS CORPORATION REPORT | $40 | $0 | $0 |
| FEDERAL INCOME TAX | $532 | $0 | $0 |
| CORRECT PRIOR YEARS TAX | $14 | $0 | $0 |