GARVEY FAMILY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GARVEY FAMILY CHARITABLE TRUST (EIN 48-6283076)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201201299349100885
- Schema version
- 2011v1.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T16:14:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481208823 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE GROUP LC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7309 E 21ST N STE 120 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672061178 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486283076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES W GARVEY FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GARV | NameControl |
| Phone | 3162615301 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HERITAGE GRP LC 7309 E 21ST ST | AddressLine1 |
| Address Line2 | NO 120 | AddressLine2 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672061080 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES W GARVEY | Name |
| Title | TRUSTEE | Title |
| Phone | 3162615301 | Phone |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD M CONNELL CPA | Name |
| PTIN | P01068740 | PTIN |
| Phone | 3162615301 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1274352 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 72000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1116 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1116 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1250 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1250 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10078 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 135678 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10078 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 64 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 84508 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12444 | 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 | 2171 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 543 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1628 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 64 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1133 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1133 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 30 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3368 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1676 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1658 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 103500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 103500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 106868 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1676 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 105158 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22360 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10768 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 803078 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 639288 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 639288 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 4 | AccountsReceivable |
| Accounts Receivable BOY | 5 | AccountsReceivableBOY |
| Accounts Receivable EOY | 4 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 4 | AccountsReceivableEOYFMV |
| Investments Other BOY | 479163 | InvestmentsOtherBOY |
| Investments Other EOY | 620594 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 635060 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1282246 | TotalAssetsBOY |
| Total Assets EOY | 1259886 | TotalAssetsEOY |
| Total Assets EOYFMV | 1274352 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 830129 | CapitalStockBOY |
| Capital Stock EOY | 798694 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 452117 | RetainedEarningsBOY |
| Retained Earnings EOY | 461192 | RetainedEarningsEOY |
| Total Net Assets BOY | 1282246 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1259886 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1282246 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1259886 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1282246 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22360 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1259886 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1259886 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| NET VENTURE, A PARTNERSHIP STCG | P | 743 | 743 | ||||
| NET VENTURE, A PARTNERSHIP LTCG | P | 86 | 86 | ||||
| ETFS SILVER TRUST - 7,110SH | P | 22 | 22 | 2011-02-23 | 2011-05-09 | 552 | 530 |
| CENTRAL FUND CDA - 6400SH | P | 9227 | 9227 | 2010-11-09 | 2011-02-23 | 135126 | 125899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10078 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 70251 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1339635 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052440 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 65357 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1321283 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049465 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 59661 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1368468 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043597 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56737 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1208373 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046953 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 55991 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1136267 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049276 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241731 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048346 | AverageDistributionRatio |
| Net Noncharitable Assets | 1356593 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 65586 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 108 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 65694 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 105158 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 108 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 108 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 108 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 64 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 64 | TotalCreditsAndPayments |
| Tax Due | 44 | TaxDue |
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 | 1 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES GARVEY FAMILY CHARITABLE TRUS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3162615301 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7309 E 21ST STREET N | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672061178 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES W GARVEY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HERITAGE GROUPLC7309 E 21ST ST | AddressLine1 |
| Address Line2 | NORTH | AddressLine2 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 691995 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 222299 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 462958 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1377252 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1377252 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20659 | CashDeemedCharitable |
| Net Noncharitable Assets | 1356593 | NetNoncharitableAssets |
| Minimum Investment Return | 67830 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 67830 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 108 | TaxBasedOnInvestmentIncome |
| Total Tax | 108 | TotalTax |
| Distributable Amount Before Adj | 67722 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 67722 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 67722 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 105158 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 105158 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 108 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 105050 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67722 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 59047 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 105158 | QualifyingDistributions |
| Applied To Year1 | 59047 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 46111 | 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 | 21611 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ADVENTURE UNLIMITED | ||||||
| 5201 SOUTH QUEBEC STREET | GREENWOOD VILLAGE | CO | 80111 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $500 |
| AMERICAN RED CROSS MIDWAY-KANSAS CHAPTER | ||||||
| PO BOX 3726 | WICHITA | KS | 67201 | N/A | BUILDING FUND FOR OTHER PUBLIC CHARITY | $500 |
| AMERICANS FOR PROSPERITY FOUNDATION | ||||||
| 2348 SW TOPEKA SUITE 201 | TOPEKA | KS | 66611 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $5,000 |
| ATLAS ECONOMIC RESEARCH FOUNDATION | ||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| BILL OF RIGHTS INSTITUTE | ||||||
| 200 N GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| BOTANICA THE WICHITA GARDENS | ||||||
| 701 AMIDON | WICHITA | KS | 67203 | N/A | BUILDING FUND FOR OTHER PUBLIC CHARITY | $10,000 |
| BOY SCOUTS OF AMERICA QUIVIRA COUNCIL | ||||||
| 1555 E 2ND STREET NORTH | WICHITA | KS | 67214 | N/A | OPERATING FUND FOR COMMUNITY FUNDS | $5,000 |
| CEDARS CAMPS | ||||||
| 1314 PARKVIEW VALLEY | MANCHESTER | MO | 63011 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $500 |
| FRIENDS UNIVERSITY | ||||||
| 2100 W UNIVERSITY AVENUE | WICHITA | KS | 67213 | N/A | SCHOLARSHIP FUND FOR EDUCATIONAL ORGANIZATION | $1,500 |
| GOODWILL INDUSTRIES KANSAS INC | ||||||
| 3636 N OLIVER | WICHITA | KS | 67208 | N/A | OPERATING FUND FOR COMMUNITY FUNDS | $500 |
| HEARTSPRING | ||||||
| 8700 E 29TH STREET N | WICHITA | KS | 67226 | N/A | OPERATING FUND FOR MEDICAL ORGANIZATION | $500 |
| INSTITUTE FOR HUMANE STUDIES GEORGE MASON UNIVERSITY | ||||||
| 3301 N FAIRFAX DRIVE SUITE 440 | ARLINGTON | VA | 22201 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $500 |
| INTER-FAITH MINISTRIES | ||||||
| 829 N MARKET | WICHITA | KS | 67214 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $1,000 |
| KANSAS FOOD BANK | ||||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $500 |
| KANSAS HUMANE SOCIETY | ||||||
| 4218 SOUTHEAST BLVD | WICHITA | KS | 67210 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| KANSAS POLICY INSTITUTE | ||||||
| 250 N WATER SUITE 216 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $5,000 |
| KPTS PUBLIC TELEVISION | ||||||
| PO BOX 288 | WICHITA | KS | 67201 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $26,000 |
| LIFE OUTREACH INTERNATIONAL | ||||||
| PO BOX 982000 | FORT WORTH | TX | 79182 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $500 |
| MENTAL HEALTH ASSOCIATION OF SOUTHCENTRAL KANSAS INC | ||||||
| 555 N WOODLAWN SUITE 3105 | WICHITA | KS | 67208 | N/A | OPERATING FUND FOR MEDICAL ORGANIZATION | $1,000 |
| MUSIC THEATRE OF WICHITA | ||||||
| 225 WEST DOUGLAS SUITE 202 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $500 |
| PRAIRIE VIEW INC | ||||||
| 1901 EAST FIRST STREET | NEWTON | KS | 67114 | N/A | OPERATING FUND FOR MEDICAL ORGANIZATION | $500 |
| THE INDEPENDENT INSTITUTE | ||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $3,500 |
| THE INDEPENDENT SCHOOL | ||||||
| 8317 EAST DOUGLAS | WICHITA | KS | 67207 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $1,500 |
| THE NATURE CONSERVANCY KANSAS CHAPTER | ||||||
| 700 SW JACKSON ST SUITE 804 | TOPEKA | KS | 66603 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $2,000 |
| THE PRINCIPIA | ||||||
| 13201 CLAYTON ROAD | ST LOUIS | MO | 63131 | N/A | OPERATING FUND FOR EDUCATIONAL ORGANIZATION | $1,000 |
| THE SALVATION ARMY | ||||||
| 350 NORTH MARKET STREET | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR RELIGIOUS ORGANIZATION | $1,000 |
| TREES FOR LIFE INC | ||||||
| 3006 WEST ST LOUIS | WICHITA | KS | 67203 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $1,000 |
| UNION RESCUE MISSION | ||||||
| 2800 NORTH HILLSIDE | WICHITA | KS | 67219 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $1,000 |
| WICHITA CHILDREN'S HOME | ||||||
| 810 NORTH HOLYOKE | WICHITA | KS | 67208 | N/A | OPERATING FUND FOR WELFARE ORGANIZATION | $1,000 |
| WICHITA ORPHEUM THEATER | ||||||
| 200 N BROADWAY STE 102 | WICHITA | KS | 67202 | N/A | OPERATING FUND FOR OTHER PUBLIC CHARITY | $15,000 |
| YMCA - SOUTH BRANCH | ||||||
| 3405 S MERIDIAN | WICHITA | KS | 67207 | N/A | OPERATING FUND FOR COMMUNITY FUNDS | $5,000 |
| YMCA FOUNDATION OF WICHITA | ||||||
| 3330 N WOODLAWN | WICHITA | KS | 67220 | N/A | BUILDING FUND FOR COMMUNITY FUNDS | $10,000 |
| YOUTH ENTREPRENEURS KANSAS | ||||||
| 4111 E 37TH ST N | WICHITA | KS | 67220 | N/A | OPERATING FUND FOR COMMUNITY FUNDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 103500 | 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) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,116 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,250 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,078 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR TAX CARRYFORWARD | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $64 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,508 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12508 | TotalPartXVIA |
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 |
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 Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDERS INC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1081 S GLENDALE | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 72000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,171 | Amount |
| Net Investment Income | 543 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1628 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NET VENTURE, A PARTNERSHIP | AT COST | 297345 | 295161 |
| KRUGERRANDS | AT COST | 72406 | 130259 |
| INVESTMENT IN MUTUAL FUNDS | AT COST | 250843 | 209640 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NET VENTURE, A PARTNERSHIP - DEDUCTIONS RELATED TO PORTFOLIO INCOME | 543 | 543 | 0 |
| NET VENTURE, A PARTNERSHIP - INTEREST EXPENSE | 1 | 1 | 0 |
| BANK CHARGES | 30 | 30 | 30 |
| ETFS SILVER TRUST | 552 | 552 | 0 |
| WELLS FARGO - TRANSACTION FEE | 7 | 7 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR TAX CARRYFORWARD | Description |
| Revenue And Expenses Per Books | 64 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 64 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX - CURRENT YEAR | Category |
| Amount | $64 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |