2012-11-02T14:41:25-05:00 2012-06-30 203844413 DIEHL BANWART BOLTON CPAs PA PO BOX 469 FORT SCOTT KS 66701 990 2011-07-01 481093604 The Ellis Foundation ELLI 6202232232 PO Box 54 Fort Scott KS 66701 Chris Ellis 6202232232 2012-11-02 1 CAROL J HILL P00228069 6202234300 2011 2016-02-24 21:20:13Z Chris Ellis PO Box 54 Fort Scott KS 66701 10225848 0 X theellisfoundation.org X 1990 KS To provide High School graduates who have limited financial resources, access to higher education. We do so by enabling individuals, corporations, foundations, and institutions to partner with us to provide scholarships that prepare capable students to become America's future leaders. 12 12 7 0 0 0 1260577 9172379 0 0 54427 98183 0 0 1315004 9270562 1139012 1149237 0 0 349910 365852 0 0 0 132689 143908 1621611 1658997 -306607 7611565 3698455 11425091 710 506 3697745 11424585 X Our mission is to provide High School graduates access to higher education. We do so by enabling individuals, corporations, foundations, and institutions to partner with us to provide scholarships that prepare students to become America's future leaders. 0 0 1108237 Educational scholarships to students who submit written applications to the Foundation. A personal interview with Foundation personnel is required for all potential scholarship recipients. 39000 Assistance provided to the Beacon, Inc. in Fort Scott, Kansas. The Beacon serves approximately 400 low income families in Bourbon County Kansas by providing food and clothing. 2000 Donations to the City of Fort Scott and United Way of Bourbon County Kansas. 2000 1149237 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Matt Messer 6202232232 10 State St Fort Scott KS 66701 Danny Ellis 1.00 X 0 0 0 Willa Ellis 1.00 X 0 0 0 Chris Ellis 40.00 X X 135000 0 0 Catherine Ellis 20.00 X 47000 0 0 Tom Scott 1.00 X 0 0 0 Betty Scott 1.00 X 0 0 0 Bobby Patton 1.00 X 0 0 0 Eleanor Patton 1.00 X 0 0 0 Michael Cillessen 1.00 X 0 0 0 Kaye Cillessen 1.00 X 0 0 0 182000 0 0 1 0 0 0 0 9172379 9172379 162418 162418 891051 955286 -64235 -64235 -64235 9270562 98183 0 0 41000 41000 1108237 1108237 135000 135000 197830 197830 7362 7362 25660 25660 744 744 7280 7280 31860 31860 2952 2952 22489 22489 9889 9889 21146 21146 41547 41547 Vehicle expenses 4418 4418 Other expenses 1583 1583 1658997 1149237 509760 0 848141 441973 1041761 3148723 12804 4369 546429 68043 464142 478386 1331607 7351640 3698455 11425091 710 506 710 506 X 2601204 10166172 1096541 1258413 3697745 11424585 3698455 11425091 X 7611565 115275 X 0 1 1 X 0 X 1097547 2153385 1667854 1260577 9172379 15351742 1097547 2153385 1667854 1260577 9172379 15351742 8526496 6825246 116637 115621 61199 110154 98183 501794 15853536 0.43050 0.69000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6022 6022 419237 25703 393534 60595 38553 22042 60575 3787 56788 478386 US Trust 1600194 F Burke Lawton Brewer 5576492 F Oppenheimer Investments 174954 F 7351640 9270562 1658997 7611565 115275 115275 7726840 9385837 115275 115275 9270562 0 9270562 1658997 0 1658997 0 1658997 1 The Beacon 525 E 6th St Fort Scott KS 66701 480996386 501(c)3 39000 Assist local not for profit who provides food and clothing to over 400 low income families. College Scholarships 688292 Book/FMV Matching Scholarships 419945 Book/FMV Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Scholarships are awarded to students and paid directly to the college or university. Students must provide documentation to the Foundation regarding their enrollment and grades in order to maintain the scholarship. Form 990, Part VI, Section A, line 2 Chris Ellis is the son of Danny & Willa Ellis. Catherine Ellis is the wife of Chris Ellis. Tom & Betty Scott are husband & wife. Bobby & Eleanor Patton are husband & wife. Michael & Kaye Cillessen are husband & wife. Form 990, Part VI, Section A, line 6 When the Foundation was established the governing documents named 2 members. Those members have no authority with regard to the policies or procedures of the Foundation. Form 990, Part VI, Section B, line 11 A copy of the Form 990 is provided to the Board Members as part of the meeting materials. Any Directors not present will receive an email with the Form 990 attached. Form 990, Part VI, Section B, line 12c The Board of Directors reviews all policies at its annual meeting. Any potential conflicts of interest are disclosed and documented. Form 990, Part VI, Section B, line 15a The Board of Directors determines the Executive Director's compensation. The Executive Director sets the compensation of all other employees, and those amounts are approved by the Board of Directors. Form 990, Part VI, Section C, line 19 Interested parties may request a copy of the Foundation's governing documents, policies or financial statements by contacting the office in Fort Scott, Kansas. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 115,275.