FIDELIA E PLETT CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FIDELIA E PLETT CHARITABLE FOUNDATION (EIN 48-1134587)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-25
- IRS object ID
- 201221469349100652
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-25T12:27:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-21 | 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 | 2012-05-21 | DatePrepared |
| 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 | 579736 | 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 | 177 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 177 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13720 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13720 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3847 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 180387 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10050 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13897 | 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 | 5079 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5079 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 321 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 65 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6765 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5079 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32265 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5079 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22215 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8818 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13410 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11986 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11986 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 157 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 112 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 121 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 578227 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 557481 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 567629 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 591794 | TotalAssetsBOY |
| Total Assets EOY | 569579 | TotalAssetsEOY |
| Total Assets EOYFMV | 579736 | 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 | -115779 | RetainedEarningsBOY |
| Retained Earnings EOY | -137994 | RetainedEarningsEOY |
| Total Net Assets BOY | 591794 | TotalNetAssetsBOY |
| Total Net Assets EOY | 569579 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 591794 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 569579 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 591794 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22215 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 569579 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 569579 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 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 |
|---|---|---|---|---|---|---|---|
| PARNASSUS EQUITY INC FUND - INST CI | P | 2009-03-26 | 2011-01-27 | 314 | 203 | 111 | 111 |
| MMA PRAXIS INTERNATIONAL FUND CL I | P | 2008-10-28 | 2011-01-27 | 41804 | 41369 | 435 | 435 |
| PIMCO COMMODITYREALRET STRAT INSTL | P | 2008-12-10 | 2011-01-27 | 26002 | 24369 | 1633 | 1633 |
| MMA PRAXIS SMALL CAP FUND - INST | P | 2007-10-25 | 2011-03-28 | 3635 | 3351 | 284 | 284 |
| MMA PRAXIS VALUE INDEX FUND CLASS I | P | 2006-08-18 | 2011-03-28 | 12190 | 16257 | -4067 | -4067 |
| MMA PRAXIS CORE STOCK FUND CLASS I | P | 2006-08-18 | 2011-01-27 | 14710 | 16817 | -2107 | -2107 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2011-01-27 | 9884 | 10305 | -421 | -421 |
| MMA PRAXIS SMALL CAP FUND - INST | P | 2007-10-25 | 2011-06-28 | 2793 | 2525 | 268 | 268 |
| PARNASSUS EQUITY INC FUND - INST CI | P | 2009-03-26 | 2011-05-24 | 358 | 233 | 125 | 125 |
| T ROWE PRICE REAL ESTATE FUND | P | 2008-10-28 | 2011-06-28 | 1205 | 739 | 466 | 466 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2006-08-18 | 2011-06-22 | 740 | 558 | 182 | 182 |
| MMA PRAXIS VALUE INDEX FUND CLASS I | P | 2006-08-18 | 2011-05-24 | 512 | 670 | -158 | -158 |
| MMA PRAXIS CORE STOCK FUND CLASS I | P | 2006-08-18 | 2011-05-24 | 2447 | 2824 | -377 | -377 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2011-05-24 | 1061 | 1083 | -22 | -22 |
| PIMCO ALL ASSET FUND | P | 2006-08-18 | 2011-05-24 | 1207 | 1239 | -32 | -32 |
| MMA PRAXIS INTERMED INCOME CLASS I | P | 2010-09-23 | 2011-09-26 | 6794 | 6756 | 38 | 38 |
| CALVERT SOCIAL INVESTMENT BOND - I | P | 2006-08-18 | 2011-09-26 | 3697 | 3645 | 52 | 52 |
| VANGUARD SHORT-TERM FED FUND - ADM | P | 2010-03-29 | 2011-09-26 | 5817 | 5711 | 106 | 106 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2006-08-18 | 2011-09-26 | 6327 | 7305 | -978 | -978 |
| PIMCO ALL ASSET FUND | P | 2006-08-18 | 2011-09-26 | 781 | 866 | -85 | -85 |
| MMA PRAXIS SMALL CAP FUND - INST | P | 2007-10-25 | 2011-09-26 | 18648 | 19296 | -648 | -648 |
| MMA PRAXIS CORE STOCK FUND CLASS I | P | 2006-08-18 | 2011-09-26 | 4360 | 5699 | -1339 | -1339 |
| PARNASSUS SMALL-CAP | P | 2010-11-17 | 2011-11-18 | 787 | 787 | 787 | |
| PARNASSUS EQUITY INC FUND - INST CI | P | 2010-11-17 | 2011-11-18 | 661 | 661 | 661 | |
| MMA PRAXIS SMALL CAP FUND - INST | P | 2007-10-25 | 2011-12-13 | 3437 | 3719 | -282 | -282 |
| CREDIT SUISSE COMMODITY RETURN STRAT COM | P | 2010-12-15 | 2011-12-16 | 51 | 51 | 51 | |
| T ROWE PRICE REAL ESTATE FUND | P | 2008-10-28 | 2011-12-21 | 464 | 299 | 165 | 165 |
| PAX WORLD HIGH YIELD BOND - INST | P | 2010-12-21 | 2011-12-22 | 209 | 209 | 209 | |
| VANGUARD GNMA FUND - ADM | P | 2010-12-28 | 2011-12-29 | 50 | 50 | 50 | |
| VANGUARD SHORT-TERM FED FUND - ADM | P | 2010-12-28 | 2011-12-29 | 52 | 52 | 52 | |
| PIMCO ALL ASSET FUND | P | 2006-08-18 | 2011-12-13 | 112 | 122 | -10 | -10 |
| TIAA-CREF INSTL SOC CHOICE EQ INSTL | P | 2007-08-28 | 2011-12-13 | 2928 | 3254 | -326 | -326 |
| MMA PRAXIS VALUE INDEX FUND CLASS I | P | 2006-08-18 | 2011-12-13 | 1149 | 1680 | -531 | -531 |
| MMA PRAXIS CORE STOCK FUND CLASS I | P | 2006-08-18 | 2011-12-21 | 2562 | 3164 | -602 | -602 |
| CALVERT SOCIAL INVESTMENT BOND - I | P | 2006-08-18 | 2011-12-21 | 176 | 176 | 0 | 0 |
| Capital Gains Dividends | P | 2463 | 2463 | 2463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3847 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 561836 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047167 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 31871 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 506912 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062873 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 637018 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048664 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36010 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 703558 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051183 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 704902 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050787 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.260674 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052135 | AverageDistributionRatio |
| Net Noncharitable Assets | 595183 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31030 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 88 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 31118 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 176 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 176 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 176 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 39 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 39 | TotalCreditsAndPayments |
| Tax Due | 137 | 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 | 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 | 601595 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2652 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 604247 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 604247 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9064 | CashDeemedCharitable |
| Net Noncharitable Assets | 595183 | NetNoncharitableAssets |
| Minimum Investment Return | 29759 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29759 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 176 | TaxBasedOnInvestmentIncome |
| Total Tax | 176 | TotalTax |
| Distributable Amount Before Adj | 29583 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29583 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29583 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29583 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 25459 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25500 | QualifyingDistributions |
| Applied To Year1 | 25459 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 41 | 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 | 29542 | 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 | $1,000 |
| 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 | $2,000 |
| 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 | $2,500 |
| 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 | 25500 | 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 | 177 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13720 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -3847 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 10050 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10050 | 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 2011. | 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 | 557481 | EOYBookValue |
| EOYFMV | 567629 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 112 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 121 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 65 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $5,079 | Amount |
| Net Investment Income | 5079 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| KANSAS CORPORATION REPORT | $40 | 0 | 0 |
| FEDERAL INCOME TAX | $281 | 0 | 0 |