CHARLES HULME FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES HULME FOUNDATION (EIN 48-6124261)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201143199349100224
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T09:11:50-06:00 | 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 | DECHANT AND TAYLOR CHARTERED | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 280 | AddressLine1 |
| City | LACROSSE | City |
| State | KS | State |
| ZIP Code | 67548 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486124261 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES HULME FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 6207926144 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1 |
| City | GREAT BEND | City |
| State | KS | State |
| ZIP Code | 67530 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBRA DEVORSS | Name |
| Title | TRUSTEE | Title |
| Phone | 6207926144 | Phone |
| Date Signed | 2011-11-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM DECHANT CPA | Name |
| Phone | 7852222537 | Phone |
| Date Prepared | 2011-11-05 | DatePrepared |
| 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 | 227444 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 7356 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7356 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 7356 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 7357 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7357 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7357 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 760 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 760 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 760 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 760 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 216 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 216 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 216 | LegalFeesAdjNetIncm |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 750 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 750 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 170 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 170 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 170 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1896 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1896 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1896 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1510 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12896 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1896 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1896 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 12510 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5539 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5461 | NetInvestmentIncome |
| Adjusted Net Income | 5461 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11218 | CashBOY |
| Cash EOY | 9322 | CashEOY |
| Cash EOYFMV | 9322 | CashEOYFMV |
| Investments Other BOY | 214263 | InvestmentsOtherBOY |
| Investments Other EOY | 210620 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 218122 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 225481 | TotalAssetsBOY |
| Total Assets EOY | 219942 | TotalAssetsEOY |
| Total Assets EOYFMV | 227444 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 225481 | CapitalStockBOY |
| Capital Stock EOY | 219942 | CapitalStockEOY |
| Total Net Assets BOY | 225481 | TotalNetAssetsBOY |
| Total Net Assets EOY | 219942 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 225481 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 219942 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 225481 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5539 | ExcessOfRevenueOverExpenses |
| Subtotal | 219942 | Subtotal |
| Total Net Assets Fund Balances EOY | 219942 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11905 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 229968 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051768 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12580 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 238627 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052718 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13204 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 250867 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052633 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13697 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 267870 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051133 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14687 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 275400 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053330 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261582 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052316 | AverageDistributionRatio |
| Net Noncharitable Assets | 229159 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11989 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 55 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12044 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 12510 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 55 | InvestmentIncomeExciseTax |
| Subtotal | 55 | Subtotal |
| Tax Based On Investment Income | 55 | TaxBasedOnInvestmentIncome |
| Tax Due | 55 | 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 | false | 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 Person Name | ELIZABETH L TURNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6207926144 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1 |
| City | GREAT BEND | City |
| State | KS | State |
| ZIP Code | 67530 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH L TURNER | ||||||||
| PO BOX 460 | GREAT BEND | KS | 67530 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DEBRA DEVORSS | ||||||||
| PO BOX 1415 | GREAT BEND | KS | 67530 | TRUSTEE | 1.00 | 760 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BARTON COUNTY 4-H COUNCIL C/O BARTON COUNTY EXTENSION OFFICE FOR YOUTH 1800 12TH ST, GREAT BEND, KS 67530 PROGRAMS | Description1 |
| Expenses1 | 5500 | Expenses1 |
| Description2 | ROSEWOOD ROOTS & WINGS FOUNDATION RIDING PROGRAM C/O TAMMY HAMMOND SPECIAL NEEDS P O BOX 1321, GREAT BEND, KS 67530 YOUTH | Description2 |
| Expenses2 | 5500 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 222623 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10026 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 232649 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 232649 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3490 | CashDeemedCharitable |
| Net Noncharitable Assets | 229159 | NetNoncharitableAssets |
| Minimum Investment Return | 11458 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11458 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 55 | TaxBasedOnInvestmentIncome |
| Total Tax | 55 | TotalTax |
| Distributable Amount Before Adj | 11403 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 11403 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 11403 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 12510 | ExpensesAndContributions |
| Qualifying Distributions | 12510 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 55 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 12455 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11403 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10584 | UndistributedIncomePriorYear |
| Qualifying Distributions | 12510 | QualifyingDistributions |
| Applied To Year1 | 10584 | AppliedToYear1 |
| Applied To Current Year | 1926 | AppliedToCurrentYear |
| Undistributed Income CY | 9477 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BARTON COUNTY 4-H COUNCIL | ||||||
| C/O BARTON COUNTY EXTENSION | 1800 12TH STREET | GREAT BEND | KS | 67530 | GRANTS FOR YOUTH PROGRAMS | $5,500 |
| ROSEWOOD ROOTS & WINGS | ||||||
| C/O TAMMY HAMMOND | FOUNDATION P O BOX 1321 | GREAT BEND | KS | 67530 | RIDING PROGRAM/ SPECIAL NEEDS YOUTH | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,356 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,357 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7357 | 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 (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| DECHANT & TAYLOR (TO PREPARE | ||||
| FORM 990 PF) | $750 | 750 | 750 | 750 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| ELIZABETH L TURNER |
| DEBRA DEVORSS |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10,612 SHS VANGUARD SHORT TERM | ||
| TREASURY FUND | 110620 | 114154 |
| 9,017 SHS VANGUARD INTERMEDIATE TERM | ||
| TREASURY FUND | 100000 | 103968 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE FOR PRIOR YR LAND SALE | Category |
| Amount | $216 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE (6/30/10 FORM 990PF) | Category |
| Amount | $170 | Amount |
| Net Investment Income | 170 | NetInvestmentIncome |
| Adjusted Net Income | 170 | AdjustedNetIncome |