ISAAC FAMILY INSTITUTE OF CHARITY: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC FAMILY INSTITUTE OF CHARITY (EIN 45-4101244)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349106137
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:58:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481079278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WICHITA CONSULTING COMPANY LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454101244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC FAMILY INSTITUTE OF CHARITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAA | BusinessNameControlTxt |
| Phone | 3163713478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY ISAAC | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3163713478 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONY | PersonFirstNm |
| Person Last | ISAAC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER WATERS | PreparerPersonNm |
| PTIN | P01385186 | PTIN |
| Phone | 3166915207 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,893,023 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $848,972 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,309 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,728 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,645,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,343 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,377 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,120,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,061 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,972 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,826 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,473 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,473 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $940,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $404,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,319 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $100 | AcctRcvblAmt |
| Acct Rcvbl EOY | $100 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $926,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,769,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,819,388 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,366,933 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,501,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,713,216 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,698,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,630,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,893,023 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,004 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,100 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,100 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,684,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,624,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,684,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,624,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,698,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,630,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,684,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $940,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,624,496 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,624,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,645,751 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,528,408 | CostOrOtherBasisAmt |
| Gain Or Loss | $117,343 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $117,343 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,013 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,013 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,708 | OverpaymentAmt |
| Applied To ES Tax | $2,708 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMBER WATERS | IndividualWithBooksNm |
| Phone | 3166915207 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| B ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MICHELE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GERALD ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,190,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,076,843 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,689,729 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,689,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,634,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,305 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $68 | IncomeTaxAmt |
| Total Tax | $3,373 | TotalTaxAmt |
| Distributable Before Adj | $178,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,473 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,473 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $177,565 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | B ANTHONY ISAAC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION CENTER | |||||||
| 1156 NORTH OLIVER | WICHITA | KS | 67208 | N/A | PC | TO PROVIDE AN IMMEDIATE AND COMPASSIONATE RESPONSE TO THOSE IN OUR COMMUNITY EXPERIENCING HARDSHIP BY OFFERING THE RESOURCES AND SERVICES NEEDED TO STABILIZE LIVES AND PROMOTE PATHWAYS TO LASTING CHANGE | $5,000 |
| ALS ASSOCIATION MID-AMERICA CHAPTER | |||||||
| 6405 METCALF AVE SUITE 205 | OVERLAND PARK | KS | 66202 | N/A | PC | TO DISCOVER TREATMENTS AND A CURE FOR ALS, AND TO SERVE, ADVOCATE FOR, AND EMPOWER PEOPLE AFFECTED BY ALS TO LIVE THEIR LIVES TO THE FULLEST | $2,500 |
| BIRCH AQUARIUM AT SCRIPPS | |||||||
| 2300 EXPEDITION WAY | LA JOLLA | CA | 92093 | N/A | PC | TO EDUCATE THE PUBLIC ABOUT UNDERSTANDING AND PROTECTING THE PLANET | $900 |
| BRIDGET'S CRADLES FOUNDATION | |||||||
| PO BOX 316 | KECHI | KS | 67067 | N/A | PC | TO PROVIDE COMFORT, HOPE, AND HEALING TO FAMILIES GRIEVING THE LOSS OF A BABY IN HEAVEN | $1,000 |
| CATHOLIC CHARITIES OF WICHITA | |||||||
| 437 NORTH TOPEKA STREET | WICHITA | KS | 67202 | N/A | PC | TO ALLEVIATE POVERTY AND BUILD STRONG FAMILIES THROUGHOUT THE COMMUNITY | $7,500 |
| CENTER OF HOPE INC | |||||||
| 1100 E 1ST ST | WICHITA | KS | 67201 | N/A | PC | TO HELP WITH EMERGENCY FINANCIAL SUPPORT FOR RENT AND UTILITIES, PROVIDE CASE MANAGEMENT TOWARD RESOLUTIONS OF ON-GOING DIFFICULTIES, AND ASSURE THE DIGNITY AND SELF RESPENCT OF EACH INDIVIDUAL | $5,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | PC | TO PROVIDE MEALS FOR HOMEBOUND ELDERLY | $5,600 |
| COMMUNITY HELP IN PARK SLOPE | |||||||
| 200 FOURTH AVENUE | BROOKLYN | NY | 11217 | N/A | PC | TO ELIMINATE FOOD INSECURITY AND HOMELESSNESS IN NEW YORK CITY | $3,000 |
| ENVISION DALLAS LIGHTHOUSE FOUNDATION | |||||||
| 4306 CAPITOL AVENUE | DALLAS | TX | 75204 | N/A | PC | TO IMPROVE THE QUALITY OF LIFE AND PROVIDE INSPIRATION AND OPPORTUNITY FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED THROUGH EMPLOYEMENT, OUTREACH, REHABILITATION, EDUCATION, AND RESEARCH | $2,000 |
| ESOPHAGEAL CANCER ACTION NETWORK | |||||||
| PO BOX 243 | STEVENSON | MD | 21153 | N/A | PC | TO SAVE LIVES BY INCREASING AWARENESS ABOUT THE LINK BETWEEN HEARTBURN AND CANCER, PROMOTING EARLY DETECTION, SUPPORTING MEDICAL INNOVATION TO PREVENT, DETECT, TREAT AND CURE ESOPHAGEAL CANCER AND LINK PATIENTS AND FAMILIES TO COMPASSIONATE SUPPORT | $515 |
| FAMILY PROMISE | |||||||
| 401 N EMPORIA AVE | WICHITA | KS | 67202 | N/A | PC | TO PROVIDE COMPASSIONATE HOSPITALITY AND EMPOWER HOMELESS FAMILIES WITH CHILDREN TO ACHIEVE SUSTAINABLE INDEPENDENCE | $2,500 |
| FATHER JOE'S VILLAGES | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | N/A | PC | TO PREVENT AND END HOMELESSNESS, ONE LIFE AT A TIME | $5,000 |
| FLATBUSH CATS | |||||||
| 2319 NOSTRAND AVE 100015 | BROOKLYN | NY | 11210 | N/A | PC | TO END THE CAT OVERPOPULATION CRISIS IN BROOKLYN AND BEYOND | $500 |
| FOREST PRESERVE FOUNDATION INC | |||||||
| 69 W WASHINGTON ST SUITE 2040 | CHICAGO | IL | 60602 | N/A | PC | TO ENGAGE IN PROTECTING AND RESTORING THE TREASURED NATURAL HABITATS OF THE FOREST PRESERVES OF COOK COUNTY AND TO ENHANCE THE OUTDOOR EXPERIENCES OF ALL COMMUNITIES | $1,000 |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | TO PROVIDE NUTRITIOUS, FRESHLY PREPARED MEALS AND NUTRITION COUNSELING TO PEOPLE LIVING WITH VARIOUS LIFE-ALTERING ILLNESSES | $5,600 |
| GUADALUPE CLIINIC | |||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | N/A | PC | TO PROVIDE ACCESS TO NECESSARY HEALTH CARE FOR THOSE IN NEED | $7,210 |
| HARVARD BUSINESS SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | TO PROVIDE RESOURCES TO USE IMMEDIATELY TOWARD CORE PRIORITIES, SUCH AS FINANCIAL AID AND FACULTY RESEARCH | $1,000 |
| HOLMES SCHOOL PARENT TEACHER ORGANIZATION | |||||||
| 508 N KENIWORTH AVE | OAK PARK | IL | 60302 | N/A | PC | TO PROVIDE PARENTS WITH THE OPPORTUNITY TO CONNECT WITH HOLMES FACULTY WHILE BUILDING A WARM, INCLUSIVE AND STRONG SCHOOL COMMUNITY | $600 |
| HUMANKIND MINISTRIES | |||||||
| 829 N MARKET ST | WICHITA | KS | 67214 | N/A | PC | TO PROVIDE SHELTER, AFFORDABLE HOUSING, SUPPORTIVE SERVICES, AND BASIC NEEDS TO THOSE EXPERIENCING HOMELESSNESS OR POVERTY IN SEDGWICK COUNTY | $5,000 |
| INVICTUS ENTERPRISES FOUNDATION INC | |||||||
| 16 PARK AVENUE UNIT 1 | NEW ROCHELLE | NY | 10805 | N/A | PC | TO PROVIDE WORK READINESS, JOB TRAINING, AND EMPLOYMENT OPPORTUNITIES TO PEOPLE OF ALL ABILITIES | $1,000 |
| KANSAS BIG BROTHERS BIG SISTERS | |||||||
| 624 W DOUGLAS AVE | WICHITA | KS | 67203 | N/A | PC | TO CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH | $5,000 |
| KANSAS FOOD BANK | |||||||
| 1919 E DOUGLAS AVE | WICHITA | KS | 67211 | N/A | PC | TO PROVIDE COMPREHENSIVE AND COMPASSIONATE HUNGERCARE WHENEVER AND WHEREVER IT IS NEEDED TO SAFEGUARD THE HEALTH, WELL-BEING AND PRODUCTIVITY OF FOOD-INSECURE KANSAS FAMILIES AND THEIR CHILDREN, AS WELL AS SENIOR CITIZENS, THE HOMELESS AND THE CHRONICALLY ILL AND IMPOVERISHED AMONG US | $5,000 |
| KANSAS HUMANE SOCIETY | |||||||
| 3313 N HILLSIDE | WICHITA | KS | 67219 | N/A | PC | TO CREATE A HUMANE COMMUNITY FOR ALL COMPANION ANIMALS | $1,000 |
| MARK ARTS | |||||||
| 1307 N ROCK ROAD | WICHITA | KS | 67206 | N/A | PC | TO PROVIDE ART AND EDUCATION TO THE CITIZENS OF WICHITA AND THE SURROUNDING COMMUNITIES | $500 |
| MARY STAR OF THE SEA CATHOLIC CHURCH | |||||||
| 7669 GIRARD AVENUE | LA JOLLA | CA | 92037 | N/A | PC | TO PROVIDE FOR SACRAMENTAL, EDUCATIONAL, AND SERVICE MINISTRIES OF THE PARISH TO SERVE THE COMMUNITY | $7,500 |
| MOSTLY MONKEYS SANCTUARY | |||||||
| PO BOX 448 | RAMONA | CA | 92065 | N/A | PC | TO PROVIDE LONG-TERM CARE FOR A VARIETY OF WILD AND EXOTIC ANIMALS | $3,000 |
| ONE LOVE MOVEMENT | |||||||
| 1351 PACIFIC BEACH DR 8 | SAN DIEGO | CA | 92109 | N/A | PC | TO TAKE ACTION AND BUILD SUPPORT FOR PROJECTS ADVANCING SOCIAL JUSTICE | $5,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | SUPPORTS THE INNOVATIVE WORK OF DOCTORS, NURSES, AND SCIENTISTS AT DANA-FARBER CANCER INSTITUTE AND THEIR SEARCH FOR CURES FOR CANCERS AND RELATED DISEASES | $1,000 |
| PRO KIDS GOLF ACADEMY | |||||||
| 4085 52ND ST | SAN DIEGO | CA | 92105 | N/A | PC | TO CHALLENGE UNDERSERVED YOUTH TO EXCEL IN LIFE BY PROMOTING CHARACTER DEVELOPMENT, LIFE SKILLS, AND VALUES THROUGH EDUCATION AND THE GAME OF GOLF | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 500 E 27TH STREET | LONG BEACH | CA | 90806 | N/A | PC | PROVIDE COMFORT, CARE AND SUPPORT TO CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA | $3,000 |
| SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | N/A | PC | TO PROVIDE NUTRITIOUS FOOD TO PEOPLE IN NEED, ADVOCATE FOR THE HUNGRY, AND EDUCATE THE PUBLIC ABOUT HUNGER-RELATED ISSUES | $5,000 |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 CORPORATE PARK | NORWALK | CT | 06851 | N/A | PC | DEDICATED TO ENDING THE ADDICTION CRISIS IN THE UNITED STATES | $2,500 |
| THE BOWERY MISSION | |||||||
| 227 BOWERY | NEW YORK | NY | 10002 | N/A | PC | TO SERVE HOMELESS AND HUNGRY NEW YORKERS AND PROVIDE SERVICES THAT MEET THEIR IMMEDIATE NEEDS AND TRANSFORM THEIR LIVES FROM POVERTY AND HOPELESSNESS TO HOPE | $7,800 |
| THE LAVALLETTE VOLUNTEER FIRST AID SQUAD | |||||||
| PO BOX 334 | LAVALLETTE | NJ | 08735 | N/A | PC | TO PROVIDE EMERGENCY CARE FOR RESIDENTS OF LAVALLETTE | $250 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | N/A | PC | TO FUND LIFE-SAVING RESEARCH AND SERVICES THAT PROVIDE HOPE, HELP, AND HEALING TO PATIENTS AND THEIR FAMILIES | $100 |
| THE STEWPOT | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | N/A | PC | OFFERS A SAFE HAVEN FOR HOMELESS AND AT-RISK INDIVIDUALS OF DALLAS, PROVIDING RESOURCES FOR BASIC SURVIVAL NEEDS AS WELL AS OPPORTUNITIES TO START A NEW LIFE | $5,000 |
| THE THINKERY | |||||||
| 1830 SIMOND AVE | AUSTIN | TX | 78723 | N/A | PC | CREATE INNOVATIVE LEARNING EXPERIENCES THAT EQUIP AND INSPIRE THE NEXT GENERATION OF CREATIVE PROBLEM SOLVERS | $148 |
| THE TONE FOUNDATION INC | |||||||
| 2305 1/2 GRAND CENTRAL AVENUE | LAVALLETTE | NJ | 08735 | N/A | PC | TO HONOR BREAST CANCER SURVIVORS, RAISE AWARENESS ABOUT THE DISEASE, AND TO HELP SAVE LIVES | $250 |
| THE TREEHOUSE | |||||||
| 151 N VOLUTSIA | WICHITA | KS | 67214 | N/A | PC | TO OFFER MOTHERS AND BABIES A BRIGHTER FUTURE THROUGH SHARING GOD'S LOVE, BASIC NECESSITIES, EDUCATION, AND GENUINE PERSONAL CARE | $500 |
| UNION RESCUE MISSION | |||||||
| 2800 N HILLSIDE | WICHITA | KS | 67219 | N/A | PC | PROVIDING RESCUE, RECOVERY, RESTORATION AND RE-ENGAGEMENT FOR MEN EXPERIENCING HOMELESSNESS, ADDITION, POVERTY OR OTHER LIFE CHALLENGES | $1,000 |
| UNITED WAY OF THE PLAINS | |||||||
| 245 N WATER ST | WICHITA | KS | 67202 | N/A | PC | IMPROVE LIVES BY IDENTIFYING COMMUNITY NEEDS AND MOBILIZING RESOURCES TO MEET THOSE NEEDS THROUGH A NETWORK OF CAPABLE AND INNOVATIVE PARTNERSHIPS | $10,000 |
| VICTORY IN THE VALLEY | |||||||
| 3755 EAST DOUGLAS | WICHITA | KS | 67218 | N/A | PC | TO ENCOURAGE CANCER PATIENTS AND FAMILIES ON THEIR JOURNEY BY OFFERING HOPE THROUGH EMOTIONAL AND SPIRITUAL SUPPORT, WHILE PROVIDING PRACTICAL SERVICES TO IMPROVE THE QUALITY OF THEIR LIVES | $2,500 |
| VISIONS OF MUSEUM OF TEXTILE ART | |||||||
| 2825 DEWEY ROAD SUITE 100 | SAN DIEGO | CA | 92106 | N/A | PC | TO CREATE AN INTERNATIONAL COMMUNITY OF QUILT AND TEXTILE ARTISTS, COLLECTORS AND THE PUBLIC THROUGH EXHIBITIONS, EDUCATION, AND ENGAGING PROGRAMS THAT INCREASE THE APPRECIATION OF QUILTS, TEXTILES AND FIBER AS FINE ART | $1,000 |
| WICHITA CHILDREN'S HOME | |||||||
| 7271 E 37TH ST N | WICHITA | KS | 67226 | N/A | PC | PROVIDE SAFETY AND CARE FOR CHILDREN WHO HAVE FACED ABUSE, NEGLECT, HOMELESSNESS, AND VIOLENCE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,473 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,309 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,769 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,672 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,343 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CASH BACK REWARD | Desc |
| Unrelated Business Taxbl Incm | $591 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $591 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $271,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,684 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMI SHORE INVESTMENTS LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $848,972 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $848,972 | FairMarketValueAmt |
| Received | 2022-03-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,245 | Amt |
| Net Investment Income | $1,061 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,769,048 | EOYBookValueAmt |
| EOYFMV | $1,819,388 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,501,129 | BookValueAmt |
| EOYFMV | $1,713,216 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP LOSS | $15,376 | $13,826 | $0 |
| ADVERTISING | $50 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $26,217 | $25,922 | $26,217 |
| AMAZON STOCK SPLIT | $1,369 | $1,369 | $1,369 |
| PERSHING LLC #7279 - CASH IN LIEU | $36 | $36 | $36 |
| SEC LITIGATION | $50 | $50 | $50 |
| VISA CASH BACK REWARD | $591 | $591 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEES | $8,825 | $0 | $0 |
| LICENSES AND FEES | $40 | $0 | $0 |
| MANAGEMENT FEES | $8,972 | $8,972 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMI SHORE INVESTMENTS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $64 | $64 | $0 |
| FEDERAL INCOME TAX | $7,275 | $0 | $0 |
Comments