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CHARLES HULME FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHARLES HULME FOUNDATION (EIN 48-6124261)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-08
IRS object ID
201213139349100211
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-08T11:07:33-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DECHANT AND TAYLOR CHARTEREDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1BOX 280AddressLine1
CityLACROSSECity
StateKSState
ZIP Code67548ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN486124261EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CHARLES HULME FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHARNameControl
Phone3034424711Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 BOULDERVIEW LANEAddressLine1
CityBOULDERCity
StateCOState
ZIP Code80304ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDEBRA DEVORSSName
TitleTRUSTEETitle
Phone3034424711Phone
Date Signed2012-11-05DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTOM DECHANT CPAName
Phone7852222537Phone
Date Prepared2012-11-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY227202FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm1InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss8553DividendsRevAndExpnss
Dividends Net Invst Incm8553DividendsNetInvstIncm
Dividends Adj Net Incm8553DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss335NetGainSaleAssetsRevAndExpnss
Gross Sales Price11000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm335CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses8889TotalRevenueAndExpenses
Total Net Investment Income8889TotalNetInvestmentIncome
Total Adjusted Net Income8554TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss540CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm540CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm540CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps540CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss775AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm775AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm775AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps775AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss55TaxesRevAndExpnss
Taxes Net Invst Incm55TaxesNetInvstIncm
Taxes Adj Net Incm55TaxesAdjNetIncm
Other Expenses Rev And Expnss6OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm6OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm6OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps6OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1376TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1376TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm1376TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1321TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss9500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps9500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss10876TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1376TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm1376TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps10821TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1987ExcessOfRevenueOverExpenses
Net Investment Income7513NetInvestmentIncome
Adjusted Net Income7178AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY9322CashBOY
Cash EOY7947CashEOY
Cash EOYFMV7947CashEOYFMV
Investments Other BOY210620InvestmentsOtherBOY
Investments Other EOY210008InvestmentsOtherEOY
Investments Other EOYFMV219255InvestmentsOtherEOYFMV
Total Assets BOY219942TotalAssetsBOY
Total Assets EOY217955TotalAssetsEOY
Total Assets EOYFMV227202TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY219942CapitalStockBOY
Capital Stock EOY217955CapitalStockEOY
Total Net Assets BOY219942TotalNetAssetsBOY
Total Net Assets EOY217955TotalNetAssetsEOY
Total Liabilities Net Assets BOY219942TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY217955TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY219942TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1987ExcessOfRevenueOverExpenses
Subtotal217955Subtotal
Total Net Assets Fund Balances EOY217955TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
510.204 SHARES VANGUARD ST TREASURYP2009-07-152011-07-0655005335165165
509.731 SHARES VANGUARD ST TREASURYP2009-07-152011-07-2055005330170170
FieldValueIRS element (for citing)
Capital Gain Net Income335CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year112455QualifyingDistributionsYear1
Noncharitable Assets Year1229159NoncharitableAssetsYear1
Distribution Ratio Year10.054351DistributionRatioYear1
Qualifying Distributions Year211905QualifyingDistributionsYear2
Noncharitable Assets Year2229968NoncharitableAssetsYear2
Distribution Ratio Year20.051768DistributionRatioYear2
Qualifying Distributions Year312580QualifyingDistributionsYear3
Noncharitable Assets Year3238627NoncharitableAssetsYear3
Distribution Ratio Year30.052718DistributionRatioYear3
Qualifying Distributions Year413204QualifyingDistributionsYear4
Noncharitable Assets Year4250867NoncharitableAssetsYear4
Distribution Ratio Year40.052633DistributionRatioYear4
Qualifying Distributions Year513697QualifyingDistributionsYear5
Noncharitable Assets Year5267870NoncharitableAssetsYear5
Distribution Ratio Year50.051133DistributionRatioYear5
Total Distribution Ratio0.262603TotalDistributionRatio
Average Distribution Ratio0.052521AverageDistributionRatio
Net Noncharitable Assets227451NetNoncharitableAssets
Adjusted Noncharitable Assets11946AdjustedNoncharitableAssets
One Percent Net Investment Income75OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One12021AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10821QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax150InvestmentIncomeExciseTax
Subtotal150Subtotal
Tax Based On Investment Income150TaxBasedOnInvestmentIncome
Tax Due150TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithKSStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameELIZABETH L TURNERBooksInCareOfPersonName
Books In Care Of Phone Number3034424711BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line152 BOULDERVIEW LANEAddressLine1
CityBOULDERCity
StateCOState
ZIP Code80304ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ELIZABETH L TURNER
52 BOULDERVIEW LANEBOULDERCO80304TRUSTEE1.00000
DEBRA DEVORSS
PO BOX 1415GREAT BENDKS67530TRUSTEE1.0054000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1KANSAS WETLANDS EDUCATION CENTER 592 NE K-156 HIGHWAY GREAT BEND, KS 67530 YOUTH PROGRAMSDescription1
Expenses19500Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities222392AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8523AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets230915TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets230915AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3464CashDeemedCharitable
Net Noncharitable Assets227451NetNoncharitableAssets
Minimum Investment Return11373MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return11373MinimumInvestmentReturn
Tax Based On Investment Income150TaxBasedOnInvestmentIncome
Total Tax150TotalTax
Distributable Amount Before Adj11223DistributableAmountBeforeAdj
Distributable Amount Before Ded11223DistributableAmountBeforeDed
Distributable Amount As Adjusted11223DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10821ExpensesAndContributions
Qualifying Distributions10821QualifyingDistributions
Adj Qualifying Distributions10821AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted11223DistributableAmountAsAdjusted
Undistributed Income Prior Year9477UndistributedIncomePriorYear
Qualifying Distributions10821QualifyingDistributions
Applied To Year19477AppliedToYear1
Applied To Current Year1344AppliedToCurrentYear
Undistributed Income CY9879UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1KANSAS WETLANDS EDUCATION CENTERBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1592 NE K-156 HIGHWAYAddressLine1
CityGREAT BENDCity
StateKSState
ZIP Code67530ZIPCode
FieldValueIRS element (for citing)
Purpose Of Grant Or ContributionFOR YOUTH PROGRAMSPurposeOfGrantOrContribution
Amount$9,500Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year9500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,553ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income335RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$8,554ExclusionAmount
Related Or Exempt Function Income335RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA8889TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
DECHANT & TAYLOR (TO PREPARE
FORM 990 PF)$775775775775

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

ELIZABETH L TURNER
DEBRA DEVORSS

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItemBook ValueBookValueEOYFMVEOYFMV
10,524 SHS VANGUARD SHORT TERM
TREASURY FUND110008113213
9,017 SHS VANGUARD INTERMEDIATE TERM
TREASURY FUND100000106042

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK CHARGES6666

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE (6/30/11 FORM 990PF)Category
Amount$55Amount
Net Investment Income55NetInvestmentIncome
Adjusted Net Income55AdjustedNetIncome