MARKEN FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARKEN FOUNDATION CHARITABLE TRUST (EIN 48-6299113)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-09
- IRS object ID
- 201231009349100603
- 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
- Compensation Explanation
- Dissolution Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-09T13:55:10-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRISER GOUGH & PARRISH LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9415 EAST HARRY STREET SUITE 602 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672075082 | 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 | 486299113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKEN FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 5052443779 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 CAMINO DEL BOSQUE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL STEWART | Name |
| Title | TRUSTEE | Title |
| Phone | 5052443779 | Phone |
| Date Signed | 2012-03-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA B PARRISH | Name |
| Phone | 3166851040 | Phone |
| Date Prepared | 2012-03-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | X | FinalReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 740 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 740 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 740 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 740 | TotalRevenueAndExpenses |
| Total Net Investment Income | 740 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 740 | TotalAdjustedNetIncome |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32000 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -31260 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 740 | NetInvestmentIncome |
| Adjusted Net Income | 740 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8704 | CashBOY |
| Investments Corp Stock BOY | 32592 | InvestmentsCorpStockBOY |
| Other Assets BOY | 36287 | OtherAssetsBOY |
| Total Assets BOY | 77583 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Grants Payable BOY | 36287 | GrantsPayableBOY |
| Total Liabilities BOY | 36287 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 41296 | CapitalStockBOY |
| Total Net Assets BOY | 41296 | TotalNetAssetsBOY |
| Total Net Assets EOY | 0 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 77583 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 0 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 41296 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -31260 | ExcessOfRevenueOverExpenses |
| Subtotal | 10036 | Subtotal |
| Other Decreases | 10036 | OtherDecreases |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9929 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 3900 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 74748 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052175 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.052175 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052175 | AverageDistributionRatio |
| Net Noncharitable Assets | 28798 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1503 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1510 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7 | InvestmentIncomeExciseTax |
| Subtotal | 7 | Subtotal |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Tax Due | 7 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | 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 | GAIL STEWART | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5052443779 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 CAMINO DEL BOSQUE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87114 | ZIPCode |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GAIL STEWART | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 CAMINO DEL BOSQUE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
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 | 29237 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 29237 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 29237 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 439 | CashDeemedCharitable |
| Net Noncharitable Assets | 28798 | NetNoncharitableAssets |
| Minimum Investment Return | 1440 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1440 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Total Tax | 7 | TotalTax |
| Distributable Amount Before Adj | 1433 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1433 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1433 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32000 | ExpensesAndContributions |
| Qualifying Distributions | 32000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 31993 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1433 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 181 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 9933 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10114 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32000 | QualifyingDistributions |
| Applied To Current Year | 1433 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 30567 | RemainingDistriFromCorpus |
| Total Corpus | 40681 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 40681 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 181 | ExcessFromYear2 |
| Excess From Year1 | 9933 | ExcessFromYear1 |
| Excess From Current Year | 30567 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|
| KANSAS FOOD BANK | |||||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | ASSIST NEEDY | $7,000 | ||
| KSU FOUNDATION | |||||||
| 2323 ANDERSON AVE | MANHATTAN | KS | 66502 | EDUCATION | $7,000 | SUITE 500 | |
| CITY OF LAKES WALDORF SCH | |||||||
| 2344 NICOLLETT AVE | MINNEAPOLIS | MN | 55404 | EDUCATION | $6,000 | ||
| KESHET DANCE COMPANY | |||||||
| 214 COAL AVE | ALBUQUERQUE | NM | 87102 | COMMUNITY DEVELOPMENT | $3,000 | ||
| PLANNED PARENTHOOD OF | |||||||
| 4401 W 109TH | OVERLAND PARK | KS | 66211 | ASSIST NEEDY | $3,000 | SUITE 200 | KANSAS & MID MISSOURI |
| PEGASUS LEGAL SERVICES | |||||||
| 3201 4TH NW | ALBUQUERQUE | NM | 87107 | ASSIST NEEDY | $3,000 | FOR CHILDREN | |
| CHERITH BROOK CATHOLIC WORKER | |||||||
| 3308 E 12TH ST | KANSAS CITY | MO | 64127 | COMMUNITY DEVELOPMENT | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $740 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $740 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 740 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GAIL STEWART | PersonName |
Dissolution Stmt DissolutionStmt
Dissolution Info DissolutionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GAIL STEWART | PersonName |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 CAMINO DEL BOSQUE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISSOLVING FOUNDATION AND FILING FINAL RETURN | Explanation |
| Dissolution | $1 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE CASH VALUE | Description |
| BOY Book Value | 36287 | BOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SURRENDER CHARGES/LOSS | Description |
| Amount | $10,036 | Amount |