CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARITABLE FOUNDATION INC (EIN 48-6102774)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-19
- IRS object ID
- 201122009349100702
- Schema version
- 2010v3.2
- 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 | 2011-07-19T09:50:02-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL K CADDELL | Name |
| Phone | 3162652811 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1687282 | 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 | 48999 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 48999 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -104620 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 555972 | GrossSalesPrice |
| Other Income Rev And Expnss | 380 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | -55241 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48999 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1337 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2363 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11877 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11877 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 93 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 40 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15670 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13214 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2403 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94670 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13214 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 81403 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -149911 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 35785 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 89316 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 97899 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 97899 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1483897 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1325403 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1589383 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1573213 | TotalAssetsBOY |
| Total Assets EOY | 1423302 | TotalAssetsEOY |
| Total Assets EOYFMV | 1687282 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1573213 | UnrestrictedBOY |
| Unrestricted EOY | 1423302 | UnrestrictedEOY |
| Total Net Assets BOY | 1573213 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1423302 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1573213 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1423302 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1573213 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -149911 | ExcessOfRevenueOverExpenses |
| Subtotal | 1423302 | Subtotal |
| Total Net Assets Fund Balances EOY | 1423302 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 94.891 DFA INT'L SMALL CAP VALUE | 2010-03-19 | 1481 | 2162 | -681 | -681 |
| 1583.281 SCHWAB CORE EQUITY | 2010-03-19 | 25000 | 18878 | 6122 | 6122 |
| 660.502 ARTISAN SMALLCAP VALUE | 2010-03-19 | 10000 | 12105 | -2105 | -2105 |
| 5279.893 DFA INT'L SMALL CAP | 2010-03-19 | 82395 | 120302 | -37907 | -37907 |
| 714.031 AMERICAN GROWTH FUND | 2010-03-19 | 20000 | 25170 | -5170 | -5170 |
| 1125 ISHARES TR RUSSEL MIDCAP | 2010-03-19 | 45074 | 59433 | -14359 | -14359 |
| 227.273 STRATTON SMALL CAP | 2010-03-19 | 9975 | 11575 | -1600 | -1600 |
| 5.046 BRANDYWINDE BLUE FUND | 2010-07-27 | 108 | 178 | -70 | -70 |
| 1570.878 BRANDWINDE BLUE FUND | 2010-07-27 | 33487 | 55474 | -21987 | -21987 |
| 12.541 AMERICAN FD GROWTH FUND | 2010-11-12 | 366 | 442 | -76 | -76 |
| 1012.658 ARTISAN MIDCAP VALUE | 2010-11-12 | 20000 | 18694 | 1306 | 1306 |
| 37.223 T ROWE PRICE EQUITY | 2010-11-12 | 832 | 1127 | -295 | -295 |
| 808.169 AMERICAN FD GROWTH | 2010-11-12 | 23590 | 28488 | -4898 | -4898 |
| 5619.583 ARTIO INTL EQUITY | 2010-11-12 | 70000 | 72785 | -2785 | -2785 |
| 694.883 ARTISAN SMALL CAP FUND | 2010-11-12 | 11000 | 12735 | -1735 | -1735 |
| 1873.908 DIAMOND HILL L/S FUND | 2010-11-12 | 30000 | 25019 | 4981 | 4981 |
| 200 JOHNSON & JOHNSON | 2010-11-12 | 12738 | 587 | 12151 | 12151 |
| 100 L-3 COMMUNICATIONS HOLDING | 2010-11-12 | 7067 | 5505 | 1562 | 1562 |
| 692.042 LOOMIS SAYLES BOND CL | 2010-11-12 | 10000 | 7483 | 2517 | 2517 |
| 1728.843 PIMCO TOTAL RETURN | 2010-11-12 | 20000 | 17695 | 2305 | 2305 |
| 2073.442 RAINIER SMALL/MID CAP | 2010-11-12 | 62037 | 89092 | -27055 | -27055 |
| 311.139 SCHWAB CORE EQUITY | 2010-11-12 | 5000 | 3710 | 1290 | 1290 |
| 326.948 STRATTON SMALL CAP | 2010-11-12 | 15000 | 16651 | -1651 | -1651 |
| 1827.374 T ROWE PRICE EQUITY | 2010-11-12 | 40822 | 55302 | -14480 | -14480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -104620 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 104679 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1424533 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.073483 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 90766 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1749606 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051878 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 99379 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1991796 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049894 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 104634 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1961974 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053331 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 103361 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2001041 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051654 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28024 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056048 | AverageDistributionRatio |
| Net Noncharitable Assets | 1567929 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 87879 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 358 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 88237 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 81403 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 716 | InvestmentIncomeExciseTax |
| Subtotal | 716 | Subtotal |
| Tax Based On Investment Income | 716 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 320 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 760 | TaxPaidWithExtension |
| Total Credits And Payments | 1080 | TotalCreditsAndPayments |
| Overpayment | 364 | Overpayment |
| Amount Credited To Next Year | 364 | 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 | 1546956 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 44850 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1591806 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1591806 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23877 | CashDeemedCharitable |
| Net Noncharitable Assets | 1567929 | NetNoncharitableAssets |
| Minimum Investment Return | 78396 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 78396 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 716 | TaxBasedOnInvestmentIncome |
| Total Tax | 716 | TotalTax |
| Distributable Amount Before Adj | 77680 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 77680 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 77680 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 81403 | 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 | 81403 | QualifyingDistributions |
| Adj Qualifying Distributions | 81403 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77680 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7459 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Qualifying Distributions | 81403 | QualifyingDistributions |
| Applied To Year1 | 7459 | AppliedToYear1 |
| Applied To Current Year | 73944 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 3736 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| 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 | 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 | $15,000 | |
| BOY SCOUTS | |||||||
| 1555 E 2ND STREET | WICHITA | KS | 67214 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 | |
| COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN | |||||||
| 150 N MAIN | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $500 | SUITE 1010 |
| STARKEY DEVELOPMENT | |||||||
| 4500 W MAPLE | WICHITA | KS | 67209 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 | |
| EMPORIA STATE UNIVERSITY ENDOWMENT ASSOC | |||||||
| 1500 HIGHLAND | EMPORIA | KS | 66801 | PUBLIC | OTHA CAROL DAY SCHOLARSHIP FUND | $1,000 | |
| KANSAS CHILDRENS SERVICE LEAGUE | |||||||
| 1365 N CLUSTER | 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 | |||||||
| 2407 S 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 | |
| THREE TREES INC | |||||||
| 8100 E 22ND ST N | WICHITA | KS | 67226 | 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 | |||||||
| 233 SOUTH ST FRANCIS | WICHITA | KS | 67202 | PUBLIC | GENERAL PROGRAM SUPPORT | $2,000 | |
| YOUTH ENTREPRENEURS OF KANSAS | |||||||
| 1845 FAIRMOUNT | WICHITA | KS | 67260 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 | |
| KANSAS UNIVERSITY SCHOOL OF MEDICINE - WICHITA | |||||||
| 1010 NORTH KANSAS | WICHITA | KS | 672143199 | PUBLIC | GENERAL PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79000 | 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 | $48,999 | 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 | -$104,620 | 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 | $380 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$55,241 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -55241 | 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 | $3,700 | Amount |
| Net Investment Income | 1337 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2363 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (36 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 SH HELMERICH & PAYNE | 1795 | 96960 |
| 800 SH JOHNSON & JOHNSON | 2347 | 49480 |
| 1600 SH SOUTHERN COMPANY | 9945 | 61168 |
| 500 SH ZIMMER HOLDINGS INC | 16100 | 26840 |
| 700 SH L3 COMMUC HLDGS INC | 39640 | 49343 |
| PIMCO ALL ASSET INST CLASS | 93464 | 92636 |
| CALAMOS CONV FD CL I | 20020 | 19817 |
| SCHWAB CAP TR HEDGED EQT SEL | 75764 | 69267 |
| FIDELITY ADV NEW | 33701 | 39080 |
| BRANDYWINE BLUE FD INC COM | 0 | 0 |
| AMERICAN FUNDS GROWTH FUND | 0 | 0 |
| JANUS OVERSEAS FD CL I | 35020 | 35733 |
| T.ROWE PRICE EQUITY INCOME | 0 | 0 |
| RAINIER INV MGMT MUT SMALL M/C | 0 | 0 |
| 1125 SH ISHARES TR RUSSELL | 0 | 0 |
| STRATTON FDS INC SMALL-CAP YLD | 37721 | 36753 |
| ARTISAN SMALL CAP VALUE | 34071 | 31328 |
| ARTISAN MID CAP VALUE | 26989 | 29303 |
| ASTON MONTAG & CALDWELL | 20000 | 20783 |
| DFA INT'L SMALL CAP VALUE | 0 | 0 |
| DODGE & COX FDS INTL STK FD | 129103 | 100556 |
| ARTIO INT'L EQUITY FUND II | 101850 | 98068 |
| BLACKROCK EQUITY DIVIDEND FD-I | 15838 | 22216 |
| DIAMOND HILL LONG SHORT CLASS | 24991 | 30732 |
| LAZARD EMERGING MKTS INSTITUTI | 53399 | 96672 |
| LOOMIS SAYLES BOND INSTL | 26638 | 35033 |
| PIMCO COMMODITY REAL RETURN IN | 51347 | 49585 |
| METROPOLITAN WEST TOTAL RETURN | 180654 | 185192 |
| PIMCO TOTAL RETURN INSTL | 107230 | 113314 |
| SCHWAB CORE EQUITY | 18185 | 25560 |
| MAINSTAY ICAP SELECT EQUITY | 15000 | 15808 |
| MORGAN STANLEY MID CAP | 30020 | 31466 |
| ROYCE MICRO CAP FUND | 15020 | 15982 |
| TEMPLETON GLOBAL BOND | 62521 | 63869 |
| T ROWE PRICE EMERGING | 35020 | 34176 |
| ISHARES TRUST | 12010 | 12663 |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 380 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FIDELITY ADVISOR FEES | $6,109 | 6109 |
| CHARLES SCHWAB FEES | $5,768 | 5768 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| DOMESTIC CORP FEE | $40 | 40 |
| 2010 ESTIMATED TAXES PAID | $53 |