BADGER CREEK CORPORATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BADGER CREEK CORPORATION (EIN 20-1210921)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349100029
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T11:39:29-06:00 | 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 | LARRY D SOWERS CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 W 135TH ST STE -200 | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66224 | 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 | 201210921 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADGER CREEK CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BADG | NameControl |
| Phone | 9135995010 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W 194TH STREET | AddressLine1 |
| City | STILWELL | City |
| State | KS | State |
| ZIP Code | 66085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NELSON D SHIRLEY | Name |
| Title | PRESIDENT | Title |
| Phone | 9135995010 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY D SOWERS | Name |
| Phone | 9132392390 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 40484183 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 25000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 25846 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25846 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 25846 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 7364 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7364 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 7364 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -1286 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 413641 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 200 | CapitalGainNetIncmNetInvstIncm |
| Gross Sales Less Returns And Allwnc | 1846934 | GrossSalesLessReturnsAndAllwnc |
| Cost Of Goods Sold | 1661415 | CostOfGoodsSold |
| Gross Profit Rev And Expnss | 185519 | GrossProfitRevAndExpnss |
| Gross Profit Adj Net Incm | 185519 | GrossProfitAdjNetIncm |
| Other Income Rev And Expnss | 184905 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 126800 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 184905 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 25402348 | TotalRevenueAndExpenses |
| Total Net Investment Income | 160210 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 403634 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 120178 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 120178 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 23256 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 23256 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3795 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3795 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 108260 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 108260 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 22283 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 391 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 21892 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 189540 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 189540 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 23119 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 23119 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 575659 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1194 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 214094 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 319371 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1066090 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1585 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 403634 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 619871 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1068590 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1585 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 403634 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 622371 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 24333758 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 158625 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 96212 | CashBOY |
| Cash EOY | 307768 | CashEOY |
| Cash EOYFMV | 307768 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7063783 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7728790 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7728790 | SavingsAndTempCashInvstEOYFMV |
| Inventories For Sale Or Use EOY | 414258 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 414258 | InventoriesForSaleOrUseEOYFMV |
| Prepaid Expenses EOY | 2122 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2122 | PrepaidExpensesEOYFMV |
| Investments Corp Stock EOY | 3013384 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3002037 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 15790600 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 15556052 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 13473156 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 281445 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 8947775 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 13191711 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 13473156 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 16107770 | TotalAssetsBOY |
| Total Assets EOY | 40448633 | TotalAssetsEOY |
| Total Assets EOYFMV | 40484183 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 5536 | AccountsPayableBOY |
| Accounts Payable EOY | 12641 | AccountsPayableEOY |
| Total Liabilities BOY | 5536 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12641 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 16102234 | UnrestrictedBOY |
| Unrestricted EOY | 40435992 | UnrestrictedEOY |
| Total Net Assets BOY | 16102234 | TotalNetAssetsBOY |
| Total Net Assets EOY | 40435992 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 16107770 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 40448633 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16102234 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 24333758 | ExcessOfRevenueOverExpenses |
| Subtotal | 40435992 | Subtotal |
| Total Net Assets Fund Balances EOY | 40435992 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 200 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3658809 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2130359 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.717461 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 820528 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1926793 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.425852 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5482631 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6105216 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.898024 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1064405 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6242337 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.170514 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15710 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6036978 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.002602 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.214453 | TotalDistributionRatio |
| Average Distribution Ratio | 0.642891 | AverageDistributionRatio |
| Net Noncharitable Assets | 14540231 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 9347784 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1586 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9349370 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6930153 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3173 | InvestmentIncomeExciseTax |
| Subtotal | 3173 | Subtotal |
| Tax Based On Investment Income | 3173 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2122 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2122 | TotalCreditsAndPayments |
| Tax Due | 1051 | TaxDue |
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 |
| States Filed With | MO | StatesFiledWith |
| States Filed With | AZ | StatesFiledWith |
| States Filed With | NM | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 Person Name | NELSON D SHIRLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9135995010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W 194TH STREET | AddressLine1 |
| City | STILWELL | City |
| State | KS | State |
| ZIP Code | 66085 | 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 |
| 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 |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| NELSON D SHIRLEY | ||||||||
| 6500 W 194 STREET | STILWELL | KS | 66085 | PRESIDENT | 20.00 | 0 | 0 | 0 |
| JAMES N SHIRLEY | ||||||||
| 6500 W 194 STREET | STILWELL | KS | 66085 | SECRETARY/VP | 15.00 | 0 | 0 | 0 |
| LORI KELLY | ||||||||
| 6500 W 194 STREET | STILWELL | KS | 66085 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 3 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| DENNIS KELLY WORKMAN | |||||
| PO BOX 664 | SPRINGERVILLE | AZ | 85925 | CONTRACTOR | 74204 |
| HEADQUARTERS WEST LTD | |||||
| PO BOX 1980 | ST JOHNS | AZ | 85936 | CONSULTING | 60000 |
| MICHAEL MCMILLAN | |||||
| PO BOX 173 | LUNA | NM | 87824 | CONTRACTOR | 52516 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACQUISITION OF LAND, LAND IMPROVEMENTS, EQUIPMENT & LIVESTOCK PURSUANT TO THE FOUNDATION'S EXEMPT PURPOSE | Description1 |
| Expenses1 | 6307782 | Expenses1 |
| Description2 | PRESERVATION AND PROMOTION OF BIODIVERSITY OF WILDLANDS | Description2 |
| Expenses2 | 622371 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5103189 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9658467 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14761656 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 14761656 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 221425 | CashDeemedCharitable |
| Net Noncharitable Assets | 14540231 | NetNoncharitableAssets |
| Minimum Investment Return | 727012 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 622371 | ExpensesAndContributions |
| Amounts Paid Acq Charitable Assets | 6307782 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 6930153 | QualifyingDistributions |
| Adj Qualifying Distributions | 6930153 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year2 | 53093 | Year2 |
| Year3 | 120107 | Year3 |
| Total | 173200 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | 45129 | Year2 |
| Year3 | 102091 | Year3 |
| Total | 147220 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6930153 | CurrentYear |
| Year1 | 3658809 | Year1 |
| Year2 | 821059 | Year2 |
| Year3 | 5482631 | Year3 |
| Total | 16892652 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2500 | CurrentYear |
| Year1 | 2500 | Year1 |
| Year2 | 410 | Year2 |
| Total | 5410 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6927653 | CurrentYear |
| Year1 | 3656309 | Year1 |
| Year2 | 820649 | Year2 |
| Year3 | 5482631 | Year3 |
| Total | 16887242 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 484675 | CurrentYear |
| Year1 | 71012 | Year1 |
| Year2 | 64227 | Year2 |
| Year3 | 203507 | Year3 |
| Total | 823421 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NELSON D SHIRLEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUIVIRA COALITION INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1413 2ND STREET SUITE 1 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | SUPPORT OF ECOLOGICAL HEALTH | PurposeOfGrantOrContribution |
| Amount | $2,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,846 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,364 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126,800 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $200 | ExclusionAmount |
| Related Or Exempt Function Income | -1486 | RelatedOrExemptFunctionIncome |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 185519 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| CUSTOM GRAZING FEES | 24505 |
| ECOLOGICAL-RANGE RIDERS | 12000 |
| RECREATION | 21600 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $160,210 | ExclusionAmount |
| Related Or Exempt Function Income | 242138 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 402348 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | NELSON D SHIRLEY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W 194TH STREET | AddressLine1 |
| City | STILWELL | City |
| State | KS | State |
| ZIP Code | 66085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 25000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $3,795 | Amount |
| Disbursements Charitable Prps | 3795 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| NELSON D SHIRLEY |
| JAMES N SHIRLEY |
| LORI KELLY |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | DEPRECIATION | DescriptionOfProperty |
| Current Year Expense | 189540 | CurrentYearExpense |
| Adjusted Net Income | 189540 | AdjustedNetIncome |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (14 entries)
| NameName | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Accumulated DepreciationAccumulatedDepreciation | Date AcquiredDateAcquired | Total NetTotalNet |
|---|---|---|---|---|---|---|---|
| MOVE TO INVENTORY | PURCHASE | 2012-01 | 329697 | 354366 | 24669 | ||
| 9 BRED COWS-WAS 62 | PURCHASE | 2012-02 | 4374 | 9000 | 1554 | 2010-12 | -3072 |
| 7 BRED COWS-WAS 62 | PURCHASE | 2012-12 | 5055 | 7000 | 2125 | 2010-12 | 180 |
| 4 BRED COWS-WAS 62 | PURCHASE | 2012-06 | 4000 | 929 | 2010-12 | -3071 | |
| 35 BRED COWS-WAS 62 | PURCHASE | 2012-12 | 23983 | 35000 | 10625 | 2010-12 | -392 |
| 7 HEIFER CALVES-RAISED | PURCHASE | 2012-02 | 5030 | 2012-01 | 5030 | ||
| 9 BRED HEIFERS-WAS 63 | PURCHASE | 2012-02 | 13938 | 9482 | 1637 | 2010-11 | 6093 |
| GELDING-WILDFIRE | PURCHASE | 2012-03 | 1500 | 200 | 2011-06 | -1300 | |
| GELDING-BLUE DUCK | PURCHASE | 2012-08 | 1500 | 1500 | 148 | 2011-10 | 148 |
| 1 BRED HEIFER-WAS 63 | PURCHASE | 2012-04 | 626 | 1054 | 207 | 2010-11 | -221 |
| 1 BRED HEIFER-WAS 63 | PURCHASE | 2012-05 | 848 | 1054 | 232 | 2010-11 | 26 |
| 39 BRED HEIFERS-WAS 63 | PURCHASE | 2012-12 | 26724 | 41087 | 12473 | 2010-11 | -1890 |
| 1 BULL-WAS 69 | PURCHASE | 2012-06 | 1929 | 276 | 2011-01 | -1653 | |
| 2 BULLS-WAS 69 | PURCHASE | 2012-12 | 1666 | 3857 | 827 | 2011-01 | -1364 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (72 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JOHNSON CNTY KS 4.875% SCH DIS | 28877 | 28802 |
| FOND DU LAC WI 2.25% SCH DIST | 50463 | 51587 |
| GRAND RIVER OK 4.58% DAM REV A | 55582 | 52004 |
| HAMMOND IN 5.04% MULT FAM TAX | 56516 | 54604 |
| ANACORTES WA 4.429 UTL SYS BAB | 57019 | 53337 |
| KANSAS ST 4.25% FIN AUTH TAXAB | 57053 | 55957 |
| SAVANAH GA 1.9% GA TECH TAX DU | 80407 | 80304 |
| KENTUCKY ST 5.39% PWR AUTH TAX | 80821 | 78226 |
| NORWOOD MA 4.85% MUN PRUP TAX | 81470 | 78617 |
| WARREN WOODS MI 3.25% ENE CONS | 101700 | 99360 |
| CHESTER CNTY PA 4.981 SCH LEAS | 109161 | 102982 |
| DC UNIV - HOWARD 5.991% REV TA | 113862 | 112157 |
| KANSAS ST 5.5% ST PROJ BAB DUE | 114216 | 112763 |
| UNIV OF ALABAMA 4.64% GEN REV | 117878 | 115030 |
| MAHTOMEDIA MN 5% SCH DIST TAX | 118616 | 109708 |
| COLUMBIA MO 5.44% SWR WTR TAX | 130144 | 125276 |
| CALLAWAY CNTY MO 2.75% IND DEV | 160025 | 160642 |
| FREMONT MI 4.62% SCH DIST BAB | 161665 | 161045 |
| KANSAS ST 3.933% K STATE TAX D | 162860 | 161687 |
| COLORADO RIVER TX 1.5% WTR DIS | 171268 | 171132 |
| PORTLAND OR 5.36% URBAN RENW B | 173387 | 164916 |
| UNIVERSITY OF NORTH TX 3.2% ED | 177928 | 176680 |
| FAIRFIELD OH 4.44% ROAD IMP BA | 196300 | 187573 |
| ONSLOW CNTY NC 1.72% GENL OBLI | 201785 | 200418 |
| AMERICAN EXPRESS 1.4 CD DUE 10 | 201866 | 201954 |
| TENNESSEE ST 2.379% SCH DIST T | 204865 | 199716 |
| KANSAS CITY MO 3.68% REF IMPT | 215525 | 209100 |
| LAS VEGAS VALLEY NV 3.708% WTR | 217381 | 214880 |
| GUNNISON CNTY CO 3.75% COPS BL | 240725 | 239234 |
| DECATUR MI 6.45% PUB SCH DUE 5 | 245000 | 229632 |
| BANCO POPULAR .55% CD DUE 01/2 | 248000 | 248025 |
| BMW BANK NA .75 | 249750 | 250615 |
| STATE BANK OF INDIA 2% CD DUE | 250000 | 253295 |
| CIT BANK 1.5% CD DUE 5/30/17 | 250000 | 252955 |
| DISCOVER BANK 1.8% CD DUE 6/06 | 250000 | 252885 |
| BEAL BANK .5% BANK CD DUE 6/05 | 250000 | 250078 |
| ALLY BANK .80% CD DUE 6/6/14 | 250000 | 250665 |
| SAFRA NAT BANK .75% CD DUE 12/ | 250000 | 250618 |
| SOVEREIGN BANK .75% BANK CD DU | 250000 | 250560 |
| GOLDMAN SACHS 1.1% BANK CD DUE | 250000 | 250478 |
| GE CAPITAL RETAIL 1.35% CD DUE | 250000 | 250138 |
| COMPASS BANK .55% CD DUE 6/07/ | 250000 | 250130 |
| HUNTINGTON BANK .45% CD DUE 6/ | 250000 | 250025 |
| GE CAPITAL FINANCIAL 1.1% CD D | 250000 | 249855 |
| SALLIE MAE BANK 1% CD DUE 7/25 | 250025 | 250675 |
| BANK OF INDIA NY .4% CD DUE 05 | 250025 | 249973 |
| HANCOCK BANK .4% CD DUE 5/21/1 | 250025 | 249988 |
| BANK OF HAPOLIM BM NY .5% CD D | 250025 | 249915 |
| BERKS CNTY PA 2.728% SER A TAX | 251872 | 249950 |
| UNIV OF OKLAHOMA 2.793 REV TAX | 251965 | 250758 |
| HUDSON NY 4.35% SCH DIST TAX D | 252025 | 243526 |
| KENTUCKY ST 4.44% PROP & BLDG | 252326 | 251957 |
| AUSTIN TX 2.206% ELEC SYS TAX | 253772 | 249925 |
| BRIDGEMAN MI 3.8% PUB SCH BAB | 266277 | 260475 |
| CREEK CNTY OK 4.93% EDU FAC TA | 276055 | 265103 |
| WASHINGTON UNIV MO 3.527% EDU | 277960 | 276450 |
| JEFFERSON WI 4.05% ENE TAXABLE | 279415 | 267828 |
| METRO CO ST 4.438% DENVER RR R | 281975 | 272483 |
| UNION CNTY PA 5.61% GENL OBLIG | 290290 | 280395 |
| TULSA OK 5% REV UNIV TAX DUE 1 | 292112 | 285285 |
| TULSA OK 6.3% PUB FAC LEASE TA | 293432 | 291498 |
| PIMA CNTY AZ 5.023% SCH IMP BA | 296540 | 283923 |
| CACHE OK 5.607 EDU FAC DUE 9/0 | 296870 | 278380 |
| SEDGWICK CNTY KS 5.29% SCH DIS | 303820 | 287635 |
| PASSAIC CNTY NJ 2.528% WASTE D | 304864 | 303342 |
| KANSAS ST 5.76% DEV AUTH DUE 1 | 308655 | 310293 |
| GREEN BAY WI 1.5% PUB SCH TAXA | 317121 | 316646 |
| TOLEDO OH 2% HSG IPT TAX DUE 1 | 319012 | 317896 |
| EASTERN MI UNIV 5.33% REV BAB | 324837 | 314702 |
| CAMDEN CNTY NJ 2.6% IMPT AUTH | 339032 | 341949 |
| NEW YORK CITY NY 4.298% TRANS | 403557 | 406177 |
| DAVENPORT IA 5.7% GENL OB BAB | 474601 | 449280 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NORFOLK SOUTHERN CORP | 121873 | 123680 |
| PHILIP MORRIS INTL INC COM | 123515 | 117096 |
| UNILEVER NV | 114882 | 114900 |
| AUTOMATIC DATA PROCESSING, INC | 114634 | 113860 |
| CHEVRON CORPORATION | 107445 | 108140 |
| CHURCH & DWIGHT CO INC | 107875 | 107140 |
| GLAXOSMITHKLINE PLC ADRF | 105001 | 104328 |
| BRITISH AMERICAN TOBACCO PLC | 104532 | 101250 |
| KRAFT FOODS GROUP, INC. | 93567 | 90940 |
| MCDONALDS CORP | 91230 | 88210 |
| APPLE, INC | 91450 | 85148 |
| BP PLC | 83214 | 83280 |
| BLACKROCK INC | 79062 | 82684 |
| INTEL CORP | 83369 | 82480 |
| CENTURYTEL INC | 79574 | 78240 |
| LOCKHEED MARTIN CORP | 74620 | 73832 |
| JOHNSON & JOHNSON | 69575 | 70100 |
| WASTE MANAGEMENT | 65643 | 67480 |
| DOW CHEMICAL COMPANY | 61072 | 64658 |
| DUKE ENERGY CORPORATION | 65345 | 63800 |
| CONAGRA FOODS INC | 57952 | 59000 |
| SPECTRA ENERGY CORP | 57572 | 54760 |
| PENGROWTH ENERGY TRUST | 77203 | 74550 |
| DUKE REALTY CORPORATION | 54614 | 55480 |
| ROYAL BANK OF CANADA | 119784 | 120600 |
| TRANSCANADA CORP F | 92908 | 94640 |
| SPDR S&P EMERGING MARKET DIVID | 92482 | 94360 |
| SPDR GOLD TRUST SHARES | 327889 | 324041 |
| HEALTH CARE REIT INC | 118451 | 122580 |
| BROOKFIELD INFASTRUCTURE PARTN | 68194 | 70500 |
| ANNALY CAPITAL MANAGEMENT, INC | 57734 | 56160 |
| APARTMENT INVESTMENT & MANAGEM | 51123 | 54120 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| BUILDINGS & EQUIPMENT | 2635203 | 281445 | 2353758 | 2635203 |
| LAND | 10837953 | 10837953 | 10837953 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $23,256 | Amount |
| Disbursements Charitable Prps | 23256 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (19 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|
| EXPENSES | ||||
| CONTRACT LABOR | 48528 | 32737 | 15791 | |
| RESIDENT HERD EXPENSES | 171729 | 115849 | 55880 | |
| ECOLOGICAL SERVICES EXPENSE | 86307 | 58223 | 28084 | |
| LOGGING & THINNING | 10800 | 7285 | 3515 | |
| REPAIRS & MAINTENANCE | 84675 | 84675 | ||
| MISCELLANEOUS | 489 | 489 | ||
| MACHINE HIRE | 3025 | 3025 | ||
| FUEL | 53626 | 53626 | ||
| SUPPLIES | 41637 | 41637 | ||
| EDUCATION | 596 | 596 | ||
| UTILITIES | 17871 | 17871 | ||
| OFFICE SUPPLIES | 2454 | 2454 | ||
| POSTAGE | 1471 | 1471 | ||
| DUES & SUBSCRIPTIONS | 3720 | 3720 | ||
| BANK SERVICE CHARGES | 334 | 334 | ||
| INSURANCE | 45571 | 4571 | ||
| WORK COMP INSURANCE | 1632 | 1632 | ||
| INVESTMENT FEES | 1194 | 1194 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| GAIN ON CATTLE FUTURES | 126800 | 126800 | 126800 |
| CUSTOM GRAZING FEES | 24505 | 24505 | |
| ECOLOGICAL-RANGE RIDERS | 12000 | 12000 | |
| RECREATION | 21600 | 21600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CONSULTING | $9,879 | 9879 |
| PROFESSIONAL FEES | $98,381 | 98381 |
Sales Of Inventory List SalesOfInventoryList
Sale Of Inventory SaleOfInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIVESTOCK SALES | Category |
| Gross Sales | 1846934 | GrossSales |
| Cost Of Goods Sold | 1661415 | CostOfGoodsSold |
| Net | 185519 | Net |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NELSON D SHIRLEY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W 194TH STREET | AddressLine1 |
| City | STILWELL | City |
| State | KS | State |
| ZIP Code | 66085 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| PROPERTY TAX | $10,243 | 10243 | |
| PAYROLL TAX | $11,649 | 11649 | |
| FOREIGN TAX | $391 | 391 |