CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-17
- IRS object ID
- 201420769349100702
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-17T09:54:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672066601 | 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 | 486102774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| 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 SUITE 3 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J FRED KUBIK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3162652811 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL K CADDELL | PreparerPersonNm |
| Phone | 3162652811 | PhoneNum |
| 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 | $1,811,454 | 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 |
| Dividends Rev And Expnss | $45,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $613,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,933 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $948 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $162,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,484 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,966 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,555 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,411 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,624 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,624 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,065 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,451 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,934 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,400,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,434,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,710,520 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,455,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,535,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,811,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,455,787 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,535,125 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,455,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,535,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,455,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,535,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,455,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,170 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,535,957 | SubtotalAmt |
| Other Decreases | $832 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,535,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| LAB CP OF AMER HLDG NEW | 2012-07-24 | 2013-02-13 | $804 | $757 | $47 | $47 | |
| LAB CP OF AMER HLDG NEW | 2012-07-24 | 2013-02-13 | $3,662 | $3,446 | $216 | $216 | |
| PIMCO COMMONDITY REAL RETURN STRAT INST | 2013-12-19 | $2,166 | $3,450 | -$1,284 | -$1,284 | ||
| SPDR S&P DIVIDEND ETF | 2012-07-24 | 2013-02-13 | $12,565 | $10,987 | $1,578 | $1,578 | |
| PROCTER & GAMBLE | 2012-07-24 | 2013-02-13 | $7,591 | $6,401 | $1,190 | $1,190 | |
| VANGUARD INTL EQUITY INDEX FTS | 2012-07-24 | 2013-07-01 | $22,281 | $19,537 | $2,744 | $2,744 | |
| ARTISAN MIDCAP VALUE FD | 2010-03-19 | 2013-07-01 | $10,000 | $7,587 | $2,413 | $2,413 | |
| ARTISAN SMALL CAP VALUE FD INV | 2013-02-13 | $20,000 | $21,772 | -$1,772 | -$1,772 | ||
| HELMERICH & PAYNE | 1972-11-22 | 2013-12-19 | $54,025 | $597 | $53,428 | $53,428 | |
| MAINSTAY ICAP SELECT EQI | 2010-11-12 | 2013-02-13 | $10,000 | $8,165 | $1,835 | $1,835 | |
| JANUS OVERSEAS FD CL I | 2013-02-13 | $38,429 | $55,040 | -$16,611 | -$16,611 | ||
| JOHNSON & JOHNSON | 1985-06-10 | 2013-02-13 | $18,938 | $733 | $18,205 | $18,205 | |
| L-3 COMMUNICATIONS HLDGS | 2013-02-13 | $39,175 | $28,201 | $10,974 | $10,974 | ||
| LOOMIS SAYLES BOND FUND CLI | 2009-04-21 | 2013-07-01 | $5,000 | $3,804 | $1,196 | $1,196 | |
| LAZARD EMRG MKTS INST SHARE | 2009-04-21 | 2013-07-01 | $40,000 | $29,284 | $10,716 | $10,716 | |
| BLACKROCK EQTY DIVIDEND FD CL | 2009-04-21 | 2013-07-01 | $10,000 | $6,697 | $3,303 | $3,303 | |
| MORGAN STANLEY MID CAP GROWTH | 2013-02-13 | $44,049 | $45,040 | -$991 | -$991 | ||
| METROPOLITAN WEST TTL RTN BD | 2010-03-19 | 2013-02-13 | $16,000 | $14,997 | $1,003 | $1,003 | |
| PIMCO COMMONDITY REAL RETURN | 2013-12-19 | $64,887 | $103,354 | -$38,467 | -$38,467 | ||
| PIMCO TOTAL RETURN FUND INSTL | 2009-04-21 | 2013-02-13 | $25,000 | $23,205 | $1,795 | $1,795 | |
| ROYCE MICRO CAP FUND INV CL | 2010-11-12 | 2013-07-01 | $7,000 | $7,595 | -$595 | -$595 | |
| THE SOUTHERN COMPANY | 1985-11-06 | 2013-02-13 | $39,698 | $5,594 | $34,104 | $34,104 | |
| STRATTON SMALL CAP VALUE FUND | 2013-02-13 | $30,000 | $25,276 | $4,724 | $4,724 | ||
| ZIMMER HOLDINGS INC | 2002-01-25 | 2013-02-13 | $18,991 | $8,050 | $10,941 | $10,941 | |
| WASATCH LONG SHORT FD: FMLSX | 2013-05-15 | 2013-05-16 | $58,302 | $58,302 | |||
| CAPITAL GAIN DIVIDENDS | $15,241 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,933 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,577,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,647,665 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,567,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,679 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,424,533 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,749,606 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051878 | DistributionYr5Rt |
| Total Distribution | 0.273184 | TotalDistributionRt |
| Average Distribution | 0.054637 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,691,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,407 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,951 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,925 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,925 | SubtotalAmt |
| Tax Based On Investment Income | $2,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,605 | TaxDueAmt |
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 |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | ZIPCode |
| 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| J FRED KUBIK | ||||||
| 1551 N WATERFRONT PARKWAY 300 | WICHITA | KS | 67206 | PRESIDENT | 0 | $0 |
| JANE MCHUGH | ||||||
| 1551 N WATERFRONT PARKWAY 300 | WICHITA | KS | 67206 | TREASURER | 0 | $0 |
| GREG SEIWERT | ||||||
| 1551 N WATERFRONT PARKWAY 300 | WICHITA | KS | 67206 | SECRETARY | 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 | $1,660,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,717,050 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,717,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,691,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,925 | TotalTaxAmt |
| Distributable Before Adj | $81,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,951 | 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 | $66,951 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $66,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,476 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,476 | AppliedToYear1Amt |
| Applied To Current Year | $60,475 | 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 | $21,165 | 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 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | ZIPCode |
| 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WICHITA YMCA | ||||||
| 3330 NORTH WOODLAWN | WICHITA | KS | 67220 | PC | GENERAL PROGRAM SUPPORT | $8,000 |
| FRIENDS UNIVERSITY | ||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| WICHITA SYMPHONY | ||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| KPTS | ||||||
| 320 WEST 21ST STREET NORTH | WICHITA | KS | 67203 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| MUSIC THEATRE OF WICHITA | ||||||
| 225 WEST DOUGLAS AVENUE SUITE 202 | WICHITA | KS | 67202 | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| WICHITA STATE UNIVERSITY FOUNDATION | ||||||
| 1845 FAIRMOUNT | WICHITA | KS | 67260 | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| STARKEY DEVELOPMENT | ||||||
| 4500 WEST MAPLE | WICHITA | KS | 67209 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| KANSAS CHILDREN'S SERVICE LEAGUE | ||||||
| 1365 NORTH CUSTER | WICHITA | KS | 67203 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| HOME TECHNOLOGY SOLUTIONS INC | ||||||
| 149 SOUTH RIDGE ROAD | WICHITA | KS | 67209 | PC | GENERAL PROGRAM SUPPORT | $500 |
| SENIOR SERVICES INC OF WICHITA | ||||||
| 200 SOUTH WALNUT | WICHITA | KS | 67213 | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| WICHITA CHILDREN'S CHOIR | ||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | PC | GENERAL PROGRAM SUPPORT | $500 |
| OLD COWTOWN MUSEUM | ||||||
| 1871 SIM PARK DRIVE | WICHITA | KS | 67203 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| ARTS PARTNERS INC | ||||||
| 201 NORTH WATER SUITE 300 | WICHITA | KS | 67201 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| CHAMBER MUSIC AT THE BARN INC | ||||||
| 4041 NORTH MAIZE ROAD SUITE 240 | MAIZE | KS | 67101 | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| ORPHEUM PERFORMING ART CENTER | ||||||
| 200 NORTH BROADWAY SUITE 102 | WICHITA | KS | 67202 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| UNITED WAY OF THE PLAINS INC | ||||||
| 245 NORTH WATER STREET | WICHITA | KS | 67202 | PC | GENERAL PROGRAM SUPPORT | $6,000 |
| HARRY HYNES MEMORIAL HOSPICE | ||||||
| 313 SOUTH MARKET | WICHITA | KS | 67202 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| INTER-FAITH MINISTRIES | ||||||
| 829 NORTH MARKET | WICHITA | KS | 67214 | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| FUNDAMENTAL LEARNING CENTER | ||||||
| 917 SOUTH GLENDALE | WICHITA | KS | 67218 | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| YWCA | ||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| EXPLORATION PLACE | ||||||
| 300 NORTH MCLEAN BOULEVARD | WICHITA | KS | 67203 | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| ROOTS & WINGS | ||||||
| 1015 SOUTH MINNESOTA | WICHITA | KS | 67211 | PC | GENERAL PROGRAM SUPPORT | $500 |
| UNITED METHODIST OPEN DOOR | ||||||
| 402 EAST 2ND STREET | WICHITA | KS | 67202 | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,933 | 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 | $948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,432 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | CategoryTxt |
| Amt | $3,966 | Amt |
| Net Investment Income | $1,555 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,411 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1335 SH HELMERICH & PAYNE | $1,197 | $112,247 |
| DOUBLELINE TOTAL RETURN | $50,020 | $47,615 |
| PIMCO ALL ASSET INST CLASS | $166,922 | $167,476 |
| POWERSHS EXCH TRAD FD TR PXF | $11,156 | $13,191 |
| FIDELITY ADV NEW | $41,216 | $59,786 |
| STRATTON SMALL CAP VALUE | $14,801 | $20,906 |
| ARTISAN SMALL CAP VALUE | $16,424 | $17,262 |
| ARTISAN MID CAP VALUE | $25,109 | $35,692 |
| POWERSHS EXCH TRAD FD TR PRF | $16,939 | $20,735 |
| DODGE & COX INTL STOCK FUND | $135,451 | $129,177 |
| POWERSHS EXCH TRAD FD TR PXH | $5,756 | $6,147 |
| BLACKROCK EQUITY DIVIDEND FD-I | $21,135 | $34,849 |
| LAZARD EMERGING MKTS EQUITY | $44,530 | $62,403 |
| LOOMIS SAYLES BOND INSTL | $20,504 | $27,090 |
| METROPOLITAN WEST TOTAL RETURN | $94,954 | $98,271 |
| PIMCO TOTAL RETURN INSTL | $31,748 | $32,707 |
| MAINSTAY ICAP SELECT EQUITY | $11,835 | $17,308 |
| ROYCE MICRO CAP FUND | $22,465 | $22,519 |
| TEMPLETON GLOBAL BOND | $75,145 | $74,293 |
| T ROWE PRICE EMERGING | $55,060 | $51,025 |
| ISHARES TRUST | $26,633 | $35,686 |
| AQR MGD FUTURES STRAT FD | $32,040 | $32,898 |
| ISHARES TR RUSSELL 2000 | $14,066 | $17,304 |
| WASATCH LONG SHORT FD | $50,020 | $60,969 |
| MATTHEWS ASIA DIVIDEND | $43,040 | $47,224 |
| ISHARES CORE S&P ETF | $75,480 | $90,322 |
| VANGUARD INTL EQTY INDEX | $57,138 | $65,949 |
| BARCLAYS BANK IPATH ETN | $40,805 | $40,425 |
| ISHARES CORE S&P ETF | $40,184 | $55,695 |
| ISHARES MSCI ETF EAFE MIN VOL | $40,208 | $43,120 |
| ISHARES TR MSCI EAFE | $106,281 | $120,771 |
| ISHARES MSCI ETF USA MIN VOL | $18,745 | $21,300 |
| ISHARES MSCI ETF EMERGING MKTS | $17,164 | $17,478 |
| ABERDEEN GLOBAL HIGH | $10,020 | $10,680 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS ADJUSTED IN 2014 | Description |
| Amount | $832 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $948 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB FEES | CategoryTxt |
| Amt | $12,624 | Amt |
| Net Investment Income | $12,624 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DOMESTIC CORP FEE | $40 | $40 | |
| 2013 ESTIMATED TAXES PAID | $67 | ||
| FOREIGN TAXES ON INVESTMENTS | $1,065 | $1,065 |