CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-07
- IRS object ID
- 201310669349100501
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-07T08:49:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486102774 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % J FRED KUBIK | InCareOfName |
| Name Control | CHAR | NameControl |
| Phone | 3162652811 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J FRED KUBIK | Name |
| Title | PRESIDENT | Title |
| Phone | 3162652811 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL K CADDELL | Name |
| Phone | 3162652811 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1659945 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 51053 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 51053 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28524 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 354871 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28524 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 750 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 80327 | TotalRevenueAndExpenses |
| Total Net Investment Income | 79577 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3592 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1502 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2090 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11927 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11927 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4856 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 806 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 40 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20375 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14235 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2130 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 73000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 73000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 93375 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14235 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 75130 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13048 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 65342 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 54305 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 55387 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55387 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1415437 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1400400 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1604558 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1469742 | TotalAssetsBOY |
| Total Assets EOY | 1455787 | TotalAssetsEOY |
| Total Assets EOYFMV | 1659945 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1469742 | UnrestrictedBOY |
| Unrestricted EOY | 1455787 | UnrestrictedEOY |
| Total Net Assets BOY | 1469742 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1455787 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1469742 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1455787 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1469742 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13048 | ExcessOfRevenueOverExpenses |
| Subtotal | 1456694 | Subtotal |
| Other Decreases | 907 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1455787 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 124.031 ARTIO INVT FDS INTL EQ | 2011-12-28 | 2012-07-24 | 1176 | 1597 | -421 | -421 |
| 250 JOHNSON & JOHNSON, INC. | 1985-06-10 | 2012-01-17 | 16286 | 733 | 15553 | 15553 |
| 705.716 LOOMIS SAYLES BOND FND | 2009-04-21 | 2012-01-17 | 10000 | 7803 | 2197 | 2197 |
| 4547.273 PIMCO TOTAL RETURN | 2009-04-21 | 2012-01-17 | 50000 | 46801 | 3199 | 3199 |
| 200 SOUTHERN CO. | 1985-11-06 | 2012-01-17 | 9028 | 1243 | 7785 | 7785 |
| 50 ZIMMER HOLDINGS | 2002-01-25 | 2012-01-17 | 2748 | 1610 | 1138 | 1138 |
| .333 ENGILITY HLDGS INC COM | 2002-08-30 | 2012-07-18 | 6 | 5 | 1 | 1 |
| 5478.229 ARTIO INVT FDS INTL E | 2009-04-21 | 2012-07-24 | 51917 | 70517 | -18600 | -18600 |
| 620.033 ARTIO INVT FDS INTL EQ | 2009-12-29 | 2012-07-24 | 5876 | 7981 | -2105 | -2105 |
| 160.408 ARTIO INVT FDS INTL EQ | 2010-12-29 | 2012-07-24 | 1520 | 2065 | -545 | -545 |
| 857.763 ASTON FDS MONT&CALW GR | 2010-11-12 | 2012-07-24 | 21074 | 21187 | -113 | -113 |
| 964.878 ASTON FDS MONT&CALW GR | 2011-07-06 | 2012-07-24 | 23706 | 23833 | -127 | -127 |
| 1077.006 CALAMOS INV TR NEW CO | 2010-11-12 | 2012-07-24 | 17072 | 20020 | -2948 | -2948 |
| 83 ENGILITY HLDGS INC COM | 2002-08-30 | 2012-07-24 | 1231 | 1108 | 123 | 123 |
| 1476.669 MAINSTAY FDS CONV FD | 2011-07-06 | 2012-07-24 | 21347 | 25020 | -3673 | -3673 |
| 7027.572 METROPOLITAN WEST FDS | 2009-12-17 | 2012-07-24 | 76164 | 71275 | 4889 | 4889 |
| 13.575 METROPOLITAN WEST FDS | 2009-12-31 | 2012-07-24 | 147 | 138 | 9 | 9 |
| 33.138 METROPOLITAN WEST FDS | 2010-01-29 | 2012-07-24 | 359 | 336 | 23 | 23 |
| 25.761 METROPOLITAN WEST FDS | 2010-02-26 | 2012-07-24 | 279 | 261 | 18 | 18 |
| 2126.891 METROPOLITAN WEST FDS | 2010-03-19 | 2012-07-24 | 23051 | 21571 | 1480 | 1480 |
| 200 SOUTHERN CO | 1985-11-06 | 2012-07-24 | 9379 | 1243 | 8136 | 8136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28524 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 79532 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1647665 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04827 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 81403 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1567929 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051918 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 104679 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1424533 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073483 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 90766 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1749606 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051878 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 99379 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1991796 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049894 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.275443 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055089 | AverageDistributionRatio |
| Net Noncharitable Assets | 1577203 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 86887 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 653 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 87540 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 75130 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1307 | InvestmentIncomeExciseTax |
| Subtotal | 1307 | Subtotal |
| Tax Based On Investment Income | 1307 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2560 | TotalCreditsAndPayments |
| Overpayment | 1253 | Overpayment |
| Amount Credited To Next Year | 1253 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J FRED KUBIK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3162652811 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1563378 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37843 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1601221 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1601221 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24018 | CashDeemedCharitable |
| Net Noncharitable Assets | 1577203 | NetNoncharitableAssets |
| Minimum Investment Return | 78860 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 78860 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1307 | TaxBasedOnInvestmentIncome |
| Total Tax | 1307 | TotalTax |
| Distributable Amount Before Adj | 77553 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 77553 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 77553 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 75130 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 75130 | QualifyingDistributions |
| Adj Qualifying Distributions | 75130 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77553 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4053 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 75130 | QualifyingDistributions |
| Applied To Year1 | 4053 | AppliedToYear1 |
| Applied To Current Year | 71077 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 6476 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | J FRED KUBIK | RecipientName |
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 Number | 3162652811 | RecipientPhoneNumber |
| Form And Info And Materials | WE HAVE NO FORM OR REQUIREMENTS FOR MATERIAL TO BE SUBMITTED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE ONLY TO OTHER 501(C)(3) ORGANIZATIONS WHICH ARE PUBLICLY SUPPORTED AND LOCATED IN THE WICHITA, KS AREA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| WICHITA YMCA | ||||||
| 3330 NORTH WOODLAWN | WICHITA | KS | 67220 | PUBLIC | GENERAL PROGRAM SUPPORT | $8,000 |
| FRIENDS UNIVERSITY | ||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,500 |
| WICHITA SYMPHONY | ||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| KPTS | ||||||
| 320 WEST 21ST STREET NORTH | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| MUSIC THEATRE OF WICHITA | ||||||
| 225 WEST DOUGLAS AVENUE SUITE 202 | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $3,000 |
| WICHITA STATE UNIVERSITY FOUNDATION | ||||||
| 1845 FAIRMOUNT | WICHITA | KS | 67260 | PUBLIC | GENERAL PROGRAM SUPPORT | $5,000 |
| BOY SCOUTS | ||||||
| 1555 EAST 2ND STREET | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| STARKEY DEVELOPMENT | ||||||
| 4500 WEST MAPLE | WICHITA | KS | 67209 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| KANSAS CHILDREN'S SERVICE LEAGUE | ||||||
| 1365 NORTH CUSTER | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| HOME TECHNOLOGY SOLUTIONS INC | ||||||
| 149 SOUTH RIDGE ROAD | WICHITA | KS | 67209 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 |
| SENIOR SERVICES INC OF WICHITA | ||||||
| 200 SOUTH WALNUT | WICHITA | KS | 67213 | PUBLIC | GENERAL PROGRAM SUPPORT | $5,000 |
| WICHITA CHILDREN'S CHOIR | ||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 |
| OLD COWTOWN MUSEUM | ||||||
| 1871 SIM PARK DRIVE | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| ARTS PARTNERS INC | ||||||
| 201 NORTH WATER SUITE 300 | WICHITA | KS | 67201 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| CHAMBER MUSIC AT THE BARN INC | ||||||
| 4041 NORTH MAIZE ROAD SUITE 240 | MAIZE | KS | 67101 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| GIRL SCOUTS OF THE GOLDEN PLAINS COUNCIL INC | ||||||
| 360 LEXINGTON ROAD | WICHITA | KS | 67218 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| ORPHEUM PERFORMING ART CENTER | ||||||
| 200 NORTH BROADWAY SUITE 102 | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF THE PLAINS INC | ||||||
| 245 NORTH WATER STREET | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $6,000 |
| HARRY HYNES MEMORIAL HOSPICE | ||||||
| 313 SOUTH MARKET | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| FUNDAMENTAL LEARNING CENTER | ||||||
| 917 SOUTH GLENDALE | WICHITA | KS | 67218 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| INTER-FAITH MINISTRIES | ||||||
| 829 NORTH MARKET | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| KIDZCOPE | ||||||
| 9415 EAST HARRY STREET SUITE 501 | WICHITA | KS | 67207 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| YWCA | ||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $3,000 |
| EXPLORATION PLACE | ||||||
| 300 NORTH MCLEAN BOULEVARD | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $10,000 |
| YOUTH ENTREPRENEURS OF KANSAS | ||||||
| 4111 EAST 37TH STREET NORTH SUITE | WICHITA | KS | 67220 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| ROOTS & WINGS | ||||||
| 1015 SOUTH MINNESOTA | WICHITA | KS | 67211 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 |
| UNITED METHODISTS OPEN DOOR | ||||||
| 228 SOUTH ELLIS | WICHITA | KS | 67211 | PUBLIC | GENERAL PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 73000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $51,053 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,524 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $750 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 80327 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | Category |
| Amount | $3,592 | Amount |
| Net Investment Income | 1502 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2090 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 SH HELMERICH & PAYNE | 1795 | 112020 |
| 250 SH JOHNSON & JOHNSON | 734 | 17525 |
| 900 SH SOUTHERN COMPANY | 5594 | 38529 |
| 250 SH ZIMMER HOLDINGS INC | 8050 | 16665 |
| 500 SH L3 COMMUNICATIONS HLDGS | 28201 | 38310 |
| 50 SH LAB CP OF AMER HLDG | 4202 | 4331 |
| 100 SH PROCTER & GAMBLE | 6401 | 6789 |
| ARTIO GLOBAL HIGH INCOME | 10020 | 10563 |
| DOUBLETINE TOTAL RETURN | 50020 | 50044 |
| PIMCO ALL ASSET INST CLASS | 158976 | 166201 |
| CALAMOS CONV FD CL I | 0 | 0 |
| FIDELITY ADV NEW | 34068 | 45045 |
| JANUS OVERSEAS FD CL I | 55040 | 37253 |
| STRATTON SMALL CAP VALUE | 39108 | 42448 |
| ARTISAN SMALL CAP VALUE | 37577 | 32191 |
| ARTISAN MID CAP VALUE | 31174 | 34738 |
| ASTON MONTAG & CALDWELL | 0 | 0 |
| DODGE & COX INTL STOCK FUND | 133399 | 102267 |
| ARTIO INT'L EQUITY FUND II | 0 | 0 |
| BLACKROCK EQUITY DIVIDEND FD-I | 27111 | 37033 |
| LAZARD EMERGING MKTS INSTITUTI | 71519 | 106518 |
| LOOMIS SAYLES BOND INSTL | 22754 | 30534 |
| PIMCO COMMODITY REAL RETURN IN | 104740 | 78022 |
| METROPOLITAN WEST TOTAL RETURN | 106293 | 113772 |
| PIMCO TOTAL RETURN INSTL | 53875 | 58460 |
| MAINSTAY ICAP SELECT EQUITY | 20000 | 22842 |
| MORGAN STANLEY MID CAP | 45040 | 41546 |
| ROYCE MICRO CAP FUND | 30060 | 26700 |
| TEMPLETON GLOBAL BOND | 72019 | 72547 |
| T ROWE PRICE EMERGING | 50040 | 52597 |
| ISHARES TRUST | 22304 | 24426 |
| AQR MGD FUTURES STRAT FD | 12020 | 11771 |
| MAINSTAY CONV CL I | 0 | 0 |
| WASATCH LONG SHORT FD | 50000 | 52329 |
| MATTHEWS ASIA DIVIDEND | 18020 | 20218 |
| ISHARES CORE S&P ETF | 40184 | 42942 |
| SPDR S&P DIVIDEND ETF | 10987 | 11632 |
| VANGUARD INTL EQTY INDEX | 39075 | 45750 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS ADJUSTED IN 2013 | Description |
| Amount | $907 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 750 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB FEES | Category |
| Amount | $11,927 | Amount |
| Net Investment Income | 11927 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| DOMESTIC CORP FEE | $40 | 40 | |
| 2012 ESTIMATED TAXES PAID | $2,560 | ||
| FOREIGN TAXES ON INVESTMENTS | $806 | 806 | |
| 2011 TAXES PAID | $1,450 |