VESS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VESS FAMILY FOUNDATION (EIN 45-3974304)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349101532
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T03:50:43-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481110161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard J Koll CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22nd St N Bldg 1800 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453974304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VESS | BusinessNameControlTxt |
| Phone | 3166821537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Parkway Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Michael Vess | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3166821537 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard J Koll | PreparerPersonNm |
| PTIN | P00337843 | PTIN |
| Phone | 3166831040 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,708,017 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,028 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $418,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$73,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,871,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $131,410 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $131,410 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $477,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,808 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,514 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,335 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,060 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $3,060 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $566,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $477,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$88,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $318,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,396 | CashBOYAmt |
| Cash EOY | $413,767 | CashEOYAmt |
| Cash EOYFMV | $413,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,363,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,435,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,435,846 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,537,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,609,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,871,191 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,460,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,919,262 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,987,213 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $108 | OtherAssetsBOYAmt |
| Total Assets BOY | $13,471,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,378,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,708,017 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $941 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $931 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $931 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,470,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,377,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,470,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,377,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,471,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,378,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,470,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$88,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,000 | OtherIncreasesAmt |
| Subtotal | $13,385,087 | SubtotalAmt |
| Other Decreases | $7,574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,377,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US Treasury Bill | 2022-12-23 | 2023-02-16 | $500,000 | $500,000 | ||
| US Treasury Bill | 2023-03-17 | 2023-06-15 | $368,000 | $368,000 | ||
| US Treasury Bill | 2023-03-17 | 2023-09-14 | $300,000 | $300,000 | ||
| Publicly traded securities - ST | $1,073,431 | $1,091,581 | -$18,150 | -$18,150 | ||
| Publicly traded securities - LT | $628,310 | $686,275 | -$57,965 | -$57,965 | ||
| Bluearc Absolute Return Fund | $707 | $707 | $707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$73,909 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,499 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,421 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,421 | SubtotalAmt |
| Tax Based On Investment Income | $4,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,000 | OriginalReturnTaxPaidAmt |
| Es Penalty | $89 | EsPenaltyAmt |
| Tax Due | $510 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3166821537 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Pkwy Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rhonda R Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | President | 002.00 | $0 |
| J Michael Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | Treasurer | 002.00 | $0 |
| Lacey N Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | Executive Director | 020.00 | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,600,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,474,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,075,757 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,075,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $196,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,879,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $643,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $643,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,421 | TotalTaxAmt |
| Distributable Before Adj | $639,560 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $639,560 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $639,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $477,501 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $477,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $639,560 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $56,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $370,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $477,501 | QualifyingDistributionsAmt |
| Applied To Current Year | $477,501 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $162,059 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $162,059 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $264,555 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $264,555 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $264,555 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Rhonda R Vess | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Cambodian Children's Fund | |||||
| 2309 Santa Monica Blvd | Santa Monica | CA | 90404 | Unrestricted general fund | $20,000 |
| Catholic Charities Inc | |||||
| 437 N Topeka St | Wichita | KS | 672022413 | Anthony Family Shelter, Harbor House | $19,500 |
| Center for Combating Human Trafficking | |||||
| PO Box 20412 | Wichita | KS | 67208 | Unrestricted general fund | $40,000 |
| Center of Hope Inc | |||||
| 400 N Emporia | Wichita | KS | 67202 | Unrestricted general fund | $15,000 |
| Childrens First CEO Kansas Inc | |||||
| PO Box 2385 | Wichita | KS | 67201 | Unrestricted general fund | $10,000 |
| Guadalupe Clinic | |||||
| 940 S St Francis | Wichita | KS | 67211 | Unrestricted general fund | $10,000 |
| HumanKind Ministries | |||||
| 829 N Market | Wichita | KS | 67214 | Unrestricted general fund | $7,500 |
| Kansans for Life | |||||
| 3301 W 13th St | Wichita | KS | 67203 | Unrestricted general fund | $15,000 |
| MADD | |||||
| PO Box 304 | Olathe | KS | 66051 | Unrestricted general fund | $750 |
| Make-A-Wish Kansas | |||||
| 13523 Barrett Pkwy Dr | Ballwin | MO | 63021 | Unrestricted general fund | $6,000 |
| St Jude Children's Research Hospital | |||||
| 501 St Jude Place | Memphis | TN | 38105 | Unrestricted general fund | $16,000 |
| St Thomas Aquinas Church | |||||
| 1321 Stratford Lane | Wichita | KS | 67206 | Unrestricted general fund | $3,500 |
| The Lord's Diner | |||||
| 520 N Broadway | Wichita | KS | 67214 | Unrestricted general fund | $10,000 |
| Tom's Door | |||||
| PO Box 755 | Carbondale | CO | 81623 | Unrestricted general fund | $16,000 |
| True the Vote | |||||
| 708 Damascus | Rosenberg | TX | 77471 | Education and training | $100,000 |
| Tunnel to Towers | |||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | Unrestricted general fund | $9,000 |
| Turning Point USA | |||||
| 217 1/2 E Illinois St | Lemont | IL | 60439 | Education and training | $100,000 |
| Wichita Children's Home | |||||
| 810 N Holyoke | Wichita | KS | 67208 | Unrestricted general fund | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,028 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,177 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,560 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$73,909 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $332,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,560 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,266 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | IRC Section 103 Tax-Exempt Interest | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Rhonda R Vess Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 Laurel Cove | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $20,733 | Amt |
| Net Investment Income | $15,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,808 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $4,919,262 | EOYBookValueAmt |
| EOYFMV | $4,987,213 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 116409 shares of VOC ENERGY TRUST VOC | $782,620 | $838,145 |
| PUBLICLY TRADED SECURITIES | $5,826,949 | $6,033,046 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax deposit | Desc |
| BOY Book Value | $108 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal taxes paid on 2022 return | $3,501 |
| Federal tax deposit paid | $4,000 |
| Other non-deductible items | $73 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative expenses - VOC | $8,525 | $8,525 | |
| Kansas annual report fees | $40 | $31 | $9 |
| Bank service charges | $498 | $498 | |
| Equipment and office expenses | $39 | $39 | |
| Amortization of bond premium | $18,378 | $18,378 | |
| Contingent payment shortfall | $13,651 | $13,651 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary earnings from investments | Desc |
| Revenue And Expenses Per Books | $131,410 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $131,410 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax deposit used | Desc |
| Amt | $3,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll tax liabilites | Desc |
| BOY Book Value | $941 | BOYBookValueAmt |
| EOY Book Value | $931 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory fees | $32,722 | $31,387 | $1,335 |
| Portfolio deductions | $127 | $127 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll tax expense | CategoryTxt |
| Amt | $3,060 | Amt |
| Disbursements Charitable Prps | $3,060 | DisbursementsCharitablePrpsAmt |
Comments