CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-20
- IRS object ID
- 201231119349100603
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-20T13:13:38-05:00 | 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 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672066601 | 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 | 486102774 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 3162652811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PARKWAY SUITE 3 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J FRED KUBIK | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-03-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3162652811 | 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 | 1571825 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 85823 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 85823 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55540 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 229796 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 55540 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 788 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 142151 | TotalRevenueAndExpenses |
| Total Net Investment Income | 141363 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3924 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1432 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2492 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12447 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12447 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2340 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 769 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 40 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18711 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14648 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2532 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 77000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 77000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95711 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14648 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79532 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 46440 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 126715 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 97899 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 54305 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 54305 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1325403 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1415437 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1517520 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1423302 | TotalAssetsBOY |
| Total Assets EOY | 1469742 | TotalAssetsEOY |
| Total Assets EOYFMV | 1571825 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1423302 | UnrestrictedBOY |
| Unrestricted EOY | 1469742 | UnrestrictedEOY |
| Total Net Assets BOY | 1423302 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1469742 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1423302 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1469742 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1423302 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 46440 | ExcessOfRevenueOverExpenses |
| Subtotal | 1469742 | Subtotal |
| Total Net Assets Fund Balances EOY | 1469742 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 0.603 DIAMOND HILL FDS LNGSHRT FD I | 2011-01-06 | 10 | 8 | 2 | 2 |
| 1871.024 DIAMOND HILL FDS LNGSHRT FD I | 2011-01-06 | 30852 | 24983 | 5869 | 5869 |
| 15.09 SCHWAB CAP TR CORE EQUITY FD | 2011-07-06 | 276 | 181 | 95 | 95 |
| 1611.916 ARTIO INVT FDS INTL EQTY II I | 2011-01-06 | 20000 | 20859 | -859 | -859 |
| 1389.454 PIMCO TOTAL RETURN | 2011-01-06 | 15000 | 14266 | 734 | 734 |
| 4545.055 SCHWAB CAP TR HEDGED EQT SEL | 2011-07-06 | 73494 | 75764 | -2270 | -2270 |
| 300 JOHNSON & JOHNSON, INC. | 2011-07-06 | 20303 | 880 | 19423 | 19423 |
| 200 L-3 COMMUNICATIONS HLDGS | 2011-07-06 | 17305 | 11009 | 6296 | 6296 |
| 300 SOUTHERN CO. | 2011-07-06 | 12168 | 1865 | 10303 | 10303 |
| 1503.637 SCHWAB CAP TR CORE EQUITY FD | 2011-07-06 | 27501 | 18001 | 9500 | 9500 |
| 200 ZIMMER HOLDINGS | 2011-07-06 | 12887 | 6440 | 6447 | 6447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 55540 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 81403 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1567929 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051918 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 104679 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1424533 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073483 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 90766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1749606 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051878 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 99379 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1991796 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049894 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 104634 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1961974 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053331 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.280504 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056101 | AverageDistributionRatio |
| Net Noncharitable Assets | 1647665 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 92436 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1267 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 93703 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79532 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2534 | InvestmentIncomeExciseTax |
| Subtotal | 2534 | Subtotal |
| Tax Based On Investment Income | 2534 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1084 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1084 | TotalCreditsAndPayments |
| Tax Due | 1450 | 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 | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J FRED KUBIK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3162652811 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PARKWAY 300 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| J FRED KUBIK | ||||||
| 1551 N WATERFRONT PARKWAY 300 | WICHITA | KS | 67206 | PRESIDENT | 0 | 0 |
| JANE MCHUGH | ||||||
| 1551 N WATERFRONT PARKWAY 300 | WICHITA | KS | 67206 | TREASURER | 0 | 0 |
| GREG SEIWERT | ||||||
| 1551 N WATERFRONT PARKWAY 300 | WICHITA | KS | 67206 | SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1613004 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 59752 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1672756 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1672756 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25091 | CashDeemedCharitable |
| Net Noncharitable Assets | 1647665 | NetNoncharitableAssets |
| Minimum Investment Return | 82383 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82383 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2534 | TaxBasedOnInvestmentIncome |
| Total Tax | 2534 | TotalTax |
| Distributable Amount Before Adj | 79849 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 79849 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 79849 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79532 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 79532 | QualifyingDistributions |
| Adj Qualifying Distributions | 79532 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 79849 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3736 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Qualifying Distributions | 79532 | QualifyingDistributions |
| Applied To Year1 | 3736 | AppliedToYear1 |
| Applied To Current Year | 75796 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 4053 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | J FRED KUBIK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY 300 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3162652811 | RecipientPhoneNumber |
| Form And Info And Materials | WE HAVE NO FORM OR REQUIREMENTS FOR MATERIAL TO BE SUBMITTED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE ONLY TO OTHER 501(C)(3) ORGANIZATIONS WHICH ARE PUBLICLY SUPPORTED AND LOCATED IN THE WICHITA, KS AREA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| GREATER WICHITA YMCA | ||||||
| 3330 N WOODLAWN | WICHITA | KS | 67220 | PUBLIC | GENERAL PROGRAM SUPPORT | $8,000 |
| FRIENDS UNIVERSITY | ||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,500 |
| WICHITA SYMPHONY | ||||||
| 225 W DOUGLAS | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| KPTS | ||||||
| 320 W 21ST STREET N | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| MUSIC THEATRE OF WICHITA | ||||||
| 225 W DOUGLAS AVENUE SUITE 202 | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $3,000 |
| WICHITA STATE UNIVERSITY FOUNDATION | ||||||
| 1845 FAIRMOUNT | WICHITA | KS | 67208 | PUBLIC | GENERAL PROGRAM SUPPORT | $5,000 |
| BOY SCOUTS | ||||||
| 1555 E 2ND STREET | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| STARKEY DEVELOPMENT | ||||||
| 4500 W MAPLE | WICHITA | KS | 67209 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| KANSAS CHILDRENS SERVICE LEAGUE | ||||||
| 1365 N CUSTER | WICHITA | KS | 67201 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| WICHITA LIFELINE INC | ||||||
| 149 SOUTH RIDGE ROAD | WICHITA | KS | 67209 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 |
| SENIOR SERVICES | ||||||
| 200 S WALNUT | WICHITA | KS | 67213 | PUBLIC | GENERAL PROGRAM SUPPORT | $5,000 |
| WICHITA CHILDREN'S CHOIR | ||||||
| 2100 UNIVERSITY | WICHITA | KS | 67213 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 |
| OLD COWTOWN MUSEUM | ||||||
| 1871 SIM PARK DRIVE | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| KANSAS PEDIATRIC FOUNDATION | ||||||
| PO BOX 860481 | SHAWNEE | KS | 66286 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| ARTS PARTNERS INC | ||||||
| 201 N WATER SUITE 300 | WICHITA | KS | 67201 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| CHAMBER MUSIC AT THE BARN | ||||||
| 2411 SOUTH SENECA | WICHITA | KS | 67217 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| GIRL SCOUTS OF THE GOLDEN PLAINS | ||||||
| 360 LEXINGTON ROAD | WICHITA | KS | 67218 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| ORPHEUM PERFORMING ART CENTER | ||||||
| 200 NORTH BROADWAY SUITE 102 | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF THE PLAINS INC | ||||||
| 245 NORTH WATER STREET | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $6,000 |
| HARRY HYNES MEMORIAL HOSPICE | ||||||
| 313 S MARKET | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| SIDS NETWORK OF KS INC | ||||||
| 1148 S HILLSIDE SUITE 10 | WICHITA | KS | 67211 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| FUNDAMENTAL LEARNING CENTER | ||||||
| 917 S GLENDALE | WICHITA | KS | 67218 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| INTER-FAITH MINISTRIES | ||||||
| 829 N MARKET | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| KIDZCOPE (FORMERLY THREE TREES INC) | ||||||
| 9415 EAST HARRY STREET SUITE 501 | WICHITA | KS | 67207 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| YWCA | ||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67201 | PUBLIC | GENERAL PROGRAM SUPPORT | $3,000 |
| EXPLORATION PLACE | ||||||
| 300 N MCLEAN BLVD | WICHITA | KS | 67203 | PUBLIC | GENERAL PROGRAM SUPPORT | $10,000 |
| EPISCOPAL SERVICE CENTER | ||||||
| 1005 EAST 2ND STREET NORTH | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 |
| YOUTH ENTREPRENEURS OF KANSAS | ||||||
| 4111 EAST 37TH STREET NORTH SUITE | WICHITA | KS | 67220 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 |
| ROOTS & WINGS | ||||||
| 1015 SOUTH MINNESOTA | WICHITA | KS | 67211 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 |
| UNITED METHODISTS OPEN DOOR | ||||||
| 228 SOUTH ELLIS | WICHITA | KS | 67211 | PUBLIC | GENERAL PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 77000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $85,823 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $55,540 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $788 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,151 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 142151 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | Category |
| Amount | $3,924 | Amount |
| Net Investment Income | 1432 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2492 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (33 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 SH HELMERICH & PAYNE | 1795 | 116720 |
| 500 SH JOHNSON & JOHNSON | 1467 | 32790 |
| 1300 SH SOUTHERN COMPANY | 8081 | 60177 |
| 300 SH ZIMMER HOLDINGS INC | 9660 | 16026 |
| 500 SH L3 COMMUC HLDGS INC | 29370 | 33340 |
| PIMCO ALL ASSET INST CLASS | 99774 | 94901 |
| CALAMOS CONV FD CL I | 20020 | 17178 |
| SCHWAB CAP TR HEDGED EQT SEL | 0 | 0 |
| FIDELITY ADV NEW | 33769 | 38795 |
| JANUS OVERSEAS FD CL I | 55040 | 34253 |
| STRATTON FDS INC SMALL-CAP YLD | 37721 | 36879 |
| ARTISAN SMALL CAP VALUE | 36589 | 30334 |
| ARTISAN MID CAP VALUE | 29344 | 31186 |
| ASTON MONTAG & CALDWELL | 45020 | 41884 |
| DODGE & COX FDS INTL STK FD | 131240 | 84497 |
| ARTIO INT'L EQUITY FUND II | 82160 | 60955 |
| BLACKROCK EQUITY DIVIDEND FD-I | 16341 | 23531 |
| DIAMOND HILL LONG SHORT CLASS | 0 | 0 |
| LAZARD EMERGING MKTS INSTITUTI | 58342 | 79510 |
| LOOMIS SAYLES BOND INSTL | 28855 | 36352 |
| PIMCO COMMODITY REAL RETURN IN | 101921 | 74084 |
| METROPOLITAN WEST TOTAL RETURN | 190934 | 195410 |
| PIMCO TOTAL RETURN INSTL | 96894 | 102334 |
| SCHWAB CORE EQUITY | 0 | 0 |
| MAINSTAY ICAP SELECT EQUITY | 15000 | 15242 |
| MORGAN STANLEY MID CAP | 45040 | 39369 |
| ROYCE MICRO CAP FUND | 25040 | 21107 |
| TEMPLETON GLOBAL BOND | 66930 | 62459 |
| T ROWE PRICE EMERGING | 50040 | 47123 |
| ISHARES TRUST | 12010 | 10428 |
| AQR MGD FUTURES STRAT FD | 12020 | 11519 |
| MAINSTAY CONV CL I | 25020 | 20865 |
| WASATCH LONG SHORT FD | 50000 | 48272 |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MISCELLANEOUS | 746 |
| INTEREST INCOME - IRS | 42 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB FEES | Category |
| Amount | $12,447 | Amount |
| Net Investment Income | 12447 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| DOMESTIC CORP FEE | $40 | 40 | |
| 2011 ESTIMATED TAXES PAID | $720 | ||
| FOREIGN TAXES ON INVESTMENTS | $769 | 769 | |
| 2010 TAXES PAID | $811 |