THE ELLIS FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE ELLIS FOUNDATION (EIN 48-1093604)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-09-13
- IRS object ID
- 201132569349300033
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-13T15:52:16-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIEHL BANWART BOLTON CPAs PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 469 | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481093604 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELLIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLI | NameControl |
| Phone | 6202232232 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 54 | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS ELLIS | Name |
| Title | PRESIDENT | Title |
| Phone | 6202232232 | Phone |
| Date Signed | 2011-09-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL J HILL | Name |
| Phone | 6202234300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRIS ELLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 54 | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1498992 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | theellisfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1667854 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1260577 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 189268 | InvestmentIncomePriorYear |
| Investment Income Current Year | 54427 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1857122 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1315004 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1245288 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1139012 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 327134 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 349910 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 89532 | OtherExpensePriorYear |
| Other Expenses Current Year | 132689 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1661954 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1621611 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 195168 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -306607 | RevenuesLessExpensesCY |
| Total Assets BOY | 3948625 | TotalAssetsBOY |
| Total Assets EOY | 3698455 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 710 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3948625 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3697745 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1084762 | Expense |
| Description | EDUCATIONAL SCHOLARSHIPS TO STUDENTS WHO SUBMIT WRITTEN APPLICATIONS TO THE FOUNDATION. A PERSONAL INTERVIEW WITH FOUNDATION PERSONNEL IS REQUIRED FOR ALL POTENTIAL SCHOLARSHIP RECIPIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 36000 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10000 | Expense |
| Description | FINANCIAL ASSISTANCE TO THE FORT SCOTT COMMUNITY COLLEGE ENDOWMENT ASSOCIATION TO CO-SPONSOR THE KC SYMPHONY AT THE FINE ARTS CENTER. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8250 | Expense |
| Description | DONATIONS TO THE ROB LIDDELL FOUNDATION, FRIENDS OF UNIVERSTIY ACADEMY, SYMPHONY IN THE FLINT HILLS, AND THE UNITED WAY OF BOURBON COUNTY, KANSAS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 8250 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1139012 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT MESSER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6202232232 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STATE ST | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DANNY ELLIS | ||||||
| DIRECTOR | 1.00 | X | 6000 | 0 | 0 | |
| WILLA ELLIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS ELLIS | ||||||
| PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | X | 135000 | 0 | 0 | X |
| CATHERINE ELLIS | ||||||
| DIRECTOR | 20.00 | X | 17000 | 0 | 0 | |
| DAVID WEBB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WENDY WEBB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM SCOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETTY SCOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BOBBY PATTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELEANOR PATTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL CILLESSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAYE CILLESSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEAN HUBBARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALETA HUBBARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 158000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1260577 | AllOtherContributions |
| Noncash Contributions | 98788 | NoncashContributions |
| Total Contributions | 1260577 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57790 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57790 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 180625 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 183988 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3363 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3363 | TotalRevenueColumn |
| Related Or Exempt Function Income | -3363 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1315004 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54427 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54250 | Total |
| Program Services | 54250 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1084762 | Total |
| Program Services | 1084762 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158000 | Total |
| Management And General | 158000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165355 | Total |
| Management And General | 165355 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133 | Total |
| Management And General | 1133 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25422 | Total |
| Management And General | 25422 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684 | Total |
| Management And General | 684 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7135 | Total |
| Management And General | 7135 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20277 | Total |
| Management And General | 20277 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20 | Total |
| Management And General | 20 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3398 | Total |
| Management And General | 3398 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18319 | Total |
| Management And General | 18319 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20719 | Total |
| Management And General | 20719 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25686 | Total |
| Management And General | 25686 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34928 | Total |
| Management And General | 34928 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750 | Total |
| Management And General | 750 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSES | Description |
| Total | 773 | Total |
| Management And General | 773 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1621611 | Total |
| Program Services | 1139012 | ProgramServices |
| Management And General | 482599 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979562 | BOY |
| EOY | 848141 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2053291 | BOY |
| EOY | 1041761 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1461 | BOY |
| EOY | 12804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 524070 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59928 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423279 | BOY |
| EOY | 464142 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491032 | BOY |
| EOY | 1331607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3948625 | BOY |
| EOY | 3698455 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 710 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 710 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3223439 | BOY |
| EOY | 2601204 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 725186 | BOY |
| EOY | 1096541 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3948625 | BOY |
| EOY | 3697745 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3948625 | BOY |
| EOY | 3698455 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -306607 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 55727 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 578909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1097547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2153385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1667854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1260577 | CurrentTaxYear |
| Total | 6758272 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 578909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1097547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2153385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1667854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1260577 | CurrentTaxYear |
| Total | 6758272 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6758272 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 216174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116637 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110154 | CurrentTaxYear |
| Total | 619785 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7378057 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6000 | InvestmentCostOrOtherBasis |
| Book Value | 6000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 418898 | InvestmentCostOrOtherBasis |
| Depreciation | 14263 | Depreciation |
| Book Value | 404635 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 53581 | InvestmentCostOrOtherBasis |
| Depreciation | 19071 | Depreciation |
| Book Value | 34510 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 45591 | InvestmentCostOrOtherBasis |
| Depreciation | 26594 | Depreciation |
| Book Value | 18997 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 464142 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (19 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COLUMBIA DIVIDEND INCOME FUND | 246129 | F |
| ISHARES DJ SELECT DIVIDEND INDEX FUND | 103194 | F |
| ABRAXAS PETE CORP | 95750 | F |
| FERRELLGAS PARTNERS | 112850 | F |
| COLUMBIA INTERNATIONAL VALUE FUND | 24552 | F |
| ISHARES MSCI EAFE INDEX FUND | 24056 | F |
| VANGUARD MSCI EMERGING MKTS | 24310 | F |
| GENERAL ELECTRIC CAP CORP | 51510 | F |
| WACHOVIA CORP GLOBAL | 53768 | F |
| DELL INC | 50433 | F |
| JP MORGAN CHASE & CO | 50373 | F |
| WALMART | 50660 | F |
| AT&T | 50650 | F |
| TOTAL CAP | 52177 | F |
| ST LOUIS COUNTY MO BOND | 180094 | F |
| WESTPAC BKG CORP | 50954 | F |
| GENERAL MOTORS BOND | 27354 | F |
| DUKE REALTY CORP | 28020 | F |
| PIMCO COMMODITY REAL RETURN STRATEGY FUND | 54773 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1331607 | TotalOfBookValueSecurities |
| Total Revenue | 1315004 | TotalRevenue |
| Total Expenses | 1621611 | TotalExpenses |
| Excess Or Deficit For Year | -306607 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 55727 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 55727 | TotalAdjustments |
| Excess Or Deficit Per FS | -250880 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1370731 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 55727 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 55727 | RevenueNotRptdF990 |
| Revenue Subtotal | 1315004 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1315004 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1621611 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1621611 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1621611 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| ROB LIDDELL FOUNDATION | ||||||||
| 3000 BERRY ROAD STE 120 | NORMAN | OK | 73072 | 204020550 | 501(C)3 | 5000 | 0 | FACILITY FOR WOMEN WITH DRUG ADDICTIONS |
| THE BEACON | ||||||||
| 525 EAST 6TH | FORT SCOTT | KS | 66701 | 480996386 | 501(C)3 | 36000 | 0 | ASSIST LOCAL NOT FOR PROFIT WHO PROVIDES FOOD AND CLOTHING TO OVER 400 LOW INCOME FAMILIES. |
| FORT SCOTT COMMUNITY COLLEGE ENDOWMENT ASSOCIATION | ||||||||
| 2108 HORTON | FORT SCOTT | KS | 66701 | 237415312 | 501(C)3 | 10000 | 0 | CO-SPONSOR KC SYMPHONY AT FSCC FINE ARTS CENTER |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|
| COLLEGE SCHOLARSHIPS | 675686 | BOOK/FMV |
| MATCHING SCHOLARSHIPS | 409076 | BOOK/FMV |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 98788 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-DATE STOCK RECEIVED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. DAVID & WENDY WEBB ARE HUSBAND & WIFE. TOM & BETTY SCOTT ARE HUSBAND & WIFE. BOBBY & ELEANOR PATTON ARE HUSBAND & WIFE. MICHAEL & KAYE CILLESSEN ARE HUSBAND & WIFE. DEAN & ALETA HUBBARD 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. | |
| 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 12c | |
| 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 B, line 15a | |
| INTERESTED PARTIES MAY REQUEST A COPY OF THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES OR FINANCIAL STATEMENTS BY CONTACTING THE OFFICE IN FORT SCOTT KANSAS. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 55,727. | Form 990, Part XI, line 5: |