FIDELIA E PLETT CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FIDELIA E PLETT CHARITABLE FOUNDATION (EIN 48-1134587)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-31
- IRS object ID
- 201312129349100006
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-31T10:24:43-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481089522 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED A MORRIS CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481134587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELIA E PLETT CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIDE | NameControl |
| Phone | 6205856537 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BALZER | Name |
| Title | PRINCIPAL MANAGER | Title |
| Phone | 6205856537 | Phone |
| Date Signed | 2013-07-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TED MORRIS | Name |
| PTIN | P00105474 | PTIN |
| Phone | 6202416100 | Phone |
| Date Prepared | 2013-07-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 606330 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14086 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14086 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9668 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 155681 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9668 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 281 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 281 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 24037 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24037 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6125 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6125 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 343 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 106 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7874 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6125 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 31000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 31000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38874 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6125 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 31000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14837 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17912 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11986 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18961 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18961 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 112 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 65 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 70 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 557481 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 535682 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 587265 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 34 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 34 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 569579 | TotalAssetsBOY |
| Total Assets EOY | 554742 | TotalAssetsEOY |
| Total Assets EOYFMV | 606330 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 707573 | CapitalStockBOY |
| Capital Stock EOY | 707573 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -137994 | RetainedEarningsBOY |
| Retained Earnings EOY | -152831 | RetainedEarningsEOY |
| Total Net Assets BOY | 569579 | TotalNetAssetsBOY |
| Total Net Assets EOY | 554742 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 569579 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 554742 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 569579 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14837 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 554742 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 554742 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (31 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CALVERT SOCIAL INVESTMENT BOND I | P | 2011-01-27 | 2012-03-26 | 29220 | 28132 | 1088 | 1088 |
| PRAXIS GROWTH INDEX FUND - I | P | 2011-01-27 | 2012-03-26 | 1109 | 974 | 135 | 135 |
| PRAXIS SMALL CAP FUND - INST | P | 2007-10-25 | 2012-03-26 | 1491 | 1231 | 260 | 260 |
| PIMCO ALL ASSET FUND | P | 2006-08-18 | 2012-03-26 | 4201 | 4439 | -238 | -238 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2011-01-27 | 2012-03-26 | 1571 | 1594 | -23 | -23 |
| CREDIT SUISSE COMMODITY RETURN STRAT COM | P | 2011-01-27 | 2012-03-26 | 3628 | 3986 | -358 | -358 |
| PRAXIS VALUE INDEX FUND CLASS I | P | 2006-08-18 | 2012-03-26 | 566 | 726 | -160 | -160 |
| PRAXIS CORE STOCK FUND CLASS I | P | 2006-08-16 | 2012-03-26 | 4536 | 4930 | -394 | -394 |
| PRAXIS INTERNATIONAL INDEX FUND CLASS I | P | 2011-01-27 | 2012-03-26 | 1620 | 1770 | -150 | -150 |
| PRAXIS CORE STOCK FUND CLASS I | P | 2011-01-27 | 2012-05-21 | 30989 | 28488 | 2501 | 2501 |
| PRAXIS INTERMED INCOME CLASS I | P | 2010-09-23 | 2012-05-21 | 209 | 208 | 1 | 1 |
| PIMCO ALL ASSET FUND | P | 2006-08-18 | 2012-05-21 | 794 | 862 | -68 | -68 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2006-08-18 | 2012-05-21 | 962 | 1095 | -133 | -133 |
| PRAXIS VALUE INDEX FUND CLASS I | P | 2006-08-18 | 2012-05-21 | 810 | 1122 | -312 | -312 |
| PRAXIS INTERNATIONAL INDEX FUND CLASS I | P | 2011-01-27 | 2012-05-21 | 779 | 973 | -194 | -194 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2008-08-18 | 2012-09-24 | 2130 | 2048 | 82 | 82 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2011-01-27 | 2012-09-24 | 25849 | 22635 | 3214 | 3214 |
| CREDIT SUISSE COMMODITY RETURN STRAT COM | P | 2011-01-27 | 2012-09-24 | 1394 | 1525 | -131 | -131 |
| PRAXIS VALUE INDEX FUND CLASS I | P | 2011-01-27 | 2012-09-24 | 3666 | 4373 | -707 | -707 |
| PIMCO ALL ASSET FUND | P | 2006-08-16 | 2012-12-10 | 2763 | 2751 | 12 | 12 |
| PORTFOLIO 21 INSTITUTIONAL CLASS | P | 2010-09-23 | 2012-12-10 | 2594 | 2320 | 274 | 274 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2012-12-10 | 2662 | 2619 | 43 | 43 |
| PARNASSUS SMALL-CAP | P | 2011-09-26 | 2012-12-10 | 1449 | 1181 | 268 | 268 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2006-08-18 | 2012-12-10 | 1879 | 2066 | -187 | -187 |
| T ROWE PRICE REAL ESTATE FUND | P | 2006-08-18 | 2012-12-20 | 7509 | 3107 | 4402 | 4402 |
| PRAXIS SMALL CAP FUND CL I | P | 2007-10-25 | 2012-12-20 | 296 | 255 | 41 | 41 |
| VANGUARD GNMA FUND - ADM | P | 2011-09-26 | 2012-12-10 | 3405 | 3452 | -47 | -47 |
| PRAXIS INTERNATIONAL INDEX FUND CLASS I | P | 2011-01-27 | 2012-12-10 | 6996 | 7549 | -553 | -553 |
| CREDIT SUISSE COMMODITY RETURN STRAT COM | P | 2011-01-27 | 2012-12-10 | 6106 | 7006 | -900 | -900 |
| PRAXIS VALUE INDEX FUND CLASS I | P | 2008-01-29 | 2012-12-20 | 2349 | 2596 | -247 | -247 |
| Capital Gains Dividends | P | 2149 | 2149 | 2149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9668 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 595183 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042844 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 561836 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047167 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31871 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 506912 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062873 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 637018 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048664 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36010 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 703558 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051183 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252731 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050546 | AverageDistributionRatio |
| Net Noncharitable Assets | 527775 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 26677 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 179 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 26856 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 31000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 179 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 179 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 179 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 200 | TotalCreditsAndPayments |
| Overpayment | 21 | Overpayment |
| Amount Credited To Next Year | 21 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID K BALZER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6202416100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 533438 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2374 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 535812 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 535812 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8037 | CashDeemedCharitable |
| Net Noncharitable Assets | 527775 | NetNoncharitableAssets |
| Minimum Investment Return | 26389 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26389 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 179 | TaxBasedOnInvestmentIncome |
| Total Tax | 179 | TotalTax |
| Distributable Amount Before Adj | 26210 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 26210 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 26210 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 31000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 31000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 179 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30821 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26210 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 29542 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 31000 | QualifyingDistributions |
| Applied To Year1 | 29542 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1458 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 24752 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID BALZER | RecipientName |
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 Number | 6205856537 | RecipientPhoneNumber |
| Form And Info And Materials | TYPE WRITTEN REQUESTS WITH NEED ANALYSIS, PURPOSE AND ANTICIPATED RESULT | FormAndInfoAndMaterials |
| Submission Deadlines | NOVEMBER 15 | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSOCIATED MENNONITE BIBLICAL SEMINARY | |||||||
| 3003 BENHAM AVENUE | ELKHART | IN | 465171999 | NONE | ACTIVE | SCHOLARSHIP FOR A SEMINARY STUDENT AND FORMATION OF CENTER OF FAITH | $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 |
| HOPI MISSION SCHOOL FOUNDATION | |||||||
| 500 N MAIN 150 | NEWTON | KS | 67114 | NONE | ACTIVE | GENERAL OPERATING BUDGET | $3,000 |
| PLEASANT VIEW HOME | |||||||
| 108 N WALNUT PO BOX 249 | INMAN | KS | 67546 | NONE | ACTIVE | WELLNESS PROGRAM FOR RESIDENTS & EMPLOYEES | $5,000 |
| SEXUAL ASSAULTDOMESTIC VIOLENCE CENTER | |||||||
| 335 N WASHINGTON SUITE 240 | HUTCHINSON | KS | 67501 | NONE | ACTIVE | EMERGENCY CLIENT ASSISTANCE | $3,000 |
| VORP OF RENO COUNTY | |||||||
| 900 N POPLAR STE 200 | NEWTON | KS | 67114 | NONE | ACTIVE | OFFENDER-VICTIM RECONCILIATION WORK IN RN, MP & HV C | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 31000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14086 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 281 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 9668 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 24037 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24037 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumber |
| Relationship Statement | RELIGIOUS ORGANIZATIONS ISSUED FUNDS FOR 2012. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 535682 | EOYBookValue |
| EOYFMV | 587265 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 65 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 70 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PREPAID TAX | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 34 | BookValue |
| EOYFMV | 34 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 106 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX ESTIMATE | Description |
| Revenue And Expenses Per Books | 281 | RevenueAndExpensesPerBooks |
| Net Investment Income | 281 | NetInvestmentIncome |
| Adjusted Net Income | 281 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $6,125 | Amount |
| Net Investment Income | 6125 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| KANSAS CORPORATION REPORT | $40 | 0 | 0 |
| FEDERAL INCOME TAX | $166 | 0 | 0 |
| CORRECT PRIOR YEARS TAX | $137 | 0 | 0 |