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PETE HENRY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PETE HENRY FOUNDATION (EIN 48-1201942)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-03-28
IRS object ID
202230879349100088
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-28T16:28:36-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470526649PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANA F COLE & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 W FOURTH PO BOX 426AddressLine1Txt
CityCOLBYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP677010426ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481201942EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETE HENRY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone7854626553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 504AddressLine1Txt
CityCOLBYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM A DOWELLPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7854626553PhoneNum
Signature2022-03-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastDOWELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJERRY ARENSDORFPreparerPersonNm
PTINP01367442PTIN
Phone7854623919PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,204,668FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$150,234DividendsRevAndExpnssAmt
Dividends Net Invst Incm$150,234DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$104,445GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$104,445GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$88,793NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$225,881NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$563,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$225,881CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$480,560TotalRevAndExpnssAmt
Total Net Invst Incm$480,560TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,408AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,852AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,556AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$18,144TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,252TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$366DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$366DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$6,710OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,977OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,732OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,447TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$398,633ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$398,633ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$451,261TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,447TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$423,921TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,299ExcessRevenueOverExpensesAmt
Net Investment Income$456,113NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,708CashBOYAmt
Cash EOY$55,255CashEOYAmt
Cash EOYFMV$55,257CashEOYFMVAmt
Sav And Temp Cash Invst BOY$55,882SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$107,434SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$107,434SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,676CorporateStockBOYAmt
Corporate Stock EOY$18,676CorporateStockEOYAmt
Corporate Stock EOYFMV$31,776CorporateStockEOYFMVAmt
Corporate Bonds BOY$244,009CorporateBondsBOYAmt
Corporate Bonds EOY$244,009CorporateBondsEOYAmt
Corporate Bonds EOYFMV$286,161CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$827,550InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$827,550LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$827,550LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$2,645,000LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY$2,379MortgageLoansBOYAmt
Mortgage Loans EOY$2,059MortgageLoansEOYAmt
Mortgage Loans EOYFMV$737MortgageLoansEOYFMVAmt
Other Investments BOY$5,002,192OtherInvestmentsBOYAmt
Other Investments EOY$4,947,078OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,076,580OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,659LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,936LandBldgEquipAccumDeprecAmt
Land BOY$2,089LandBOYAmt
Land EOY$1,723LandEOYAmt
Land EOYFMV$1,723LandEOYFMVAmt
Total Assets BOY$6,174,485TotalAssetsBOYAmt
Total Assets EOY$6,203,784TotalAssetsEOYAmt
Total Assets EOYFMV$10,204,668TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,174,485CapitalStockBOYAmt
Capital Stock EOY$6,174,485CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$29,299RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,174,485TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,203,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,174,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,203,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,174,485TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,299ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,203,784SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,203,784TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS MARKETABLE SECURITIESP2021-06-302021-06-30$393,445$337,431$56,014$56,014
CAPITAL GAINS DIVIDENDSP$169,867$169,867$169,867
FieldValueIRS element (for citing)
Capital Gain Net Income$225,881CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,340InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,340SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,340TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,060TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PETEHENRYFOUNDATION.COMWebsiteAddressTxt
Individual With BooksBILL DOWELLIndividualWithBooksNm
Phone7854433260PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 COTTONWOOD DRIVEAddressLine1Txt
CityCOLBYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARRELL PABST
2308 K 25COLBYKS67701DIRECTOR5.00$5,000$0$0
RICHARD EPARD
1380 COUNTY ROAD 21COLBYKS67701DIRECTOR5.00$5,000$0$0
WAYNE L CARPENTER
2257 COUNTY ROAD 2BREWSTERKS67732PRESIDENT, DIRECTOR5.00$5,000$0$0
WILLIAM DOWELL
4 COTTONDWOOD DRIVECOLBYKS67701SECRETARY/TREASURER,DIRECTOR5.00$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,710,038AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$117,737AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,646,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,473,775TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,473,775AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$142,107CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,331,668NetVlNoncharitableAssetsAmt
Minimum Investment Return$466,583MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$466,583MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,340TaxBasedOnInvestmentIncomeAmt
Total Tax$6,340TotalTaxAmt
Distributable Before Adj$460,243DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$460,243DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$460,243DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$423,921ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$423,921QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$423,921AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$460,243DistributableAsAdjustedAmt
Undistributed Income PY$387,959UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$423,921QualifyingDistributionsAmt
Applied To Year1$387,959AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,962AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$424,281UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE PETE HENRY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 504AddressLine1Txt
CityCOLBYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67701ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7854626553RecipientPhoneNum
Form And Info And MaterialsHTTPS://WWW.SIGNNOW.COM/FILL-AND-SIGN-PDF-FORM/10406-PETE-HENRY-SCHOLARSHIPFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 1SubmissionDeadlinesTxt
Restrictions On AwardsSCHOLARSHIPS WILL BE LIMITED TO INDIVIDUALS WHO LIVE IN THE KANSAS COUNTIES OF WALLACE, LOGAN, GOVE, DECATUR, SHERIDAN, THOMAS, SHERMAN, CHEYENNE, AND RAWLINS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEYLIN PLAYGROUND IMPROVEMENT PROJECT
P O BOX 28BIRD CITYKS67731PLAYGROUND EQUIPMENT$4,000
COLBY COMMUNITY COLLEGE ENDOWMENT ASSN
1255 S RANGECOLBYKS67701MEMORIAL FOR KENTON KREHBIEL$500
DSNWK
P O BOX 310HAYSKS67601RENOVATION PROJECT IN HOXIE$4,000
HEARTLAND RURAL COUNSELING SERVICES
485 W 4TH STCOLBYKS67701NEEDS OF THE SERVICE$4,000
HIGH PLAINS PUBLIC RADIO
210 N 7TH STGARDEN CITYKS67846NEEDS FOR REGIONAL PROGRAMMING$4,000
LITTLE PAWS DAYCARE USD 316
207 6TH STSELDENKS67757NEEDS OF THE ENTER$15,500
PIONEER MEMORIAL LIBRARY
375 W 4TH STCOLBYKS67701EARLY LITERACY PROGRAM$1,483
SMOKEY HILLS PUBLIC TELEVISION
P O BOX 9BUNKER HILLKS67626CHILDREN'S EDUCATION TELEVISION$4,000
WESTERN KANSAS CHILD ADVOCACY CENTER
212 E 5TH STSCOTT CITYKS67871NEEDS OF THE CENTER$10,000
BAKER UNIVERSITY
618 8TH STBALDWIN CITYKS66006SCHOLARSHIPS$2,800
BARTON COUNTY COMMUNITY COLLEGE
245 NE 30 RDGREAT BENDKS67530SCHOLARSHIPS$2,600
BELLUS ACADEMY
1130 WESTLOOP PMANHATTANKS66502SCHOLARSHIPS$2,500
BENEDICTINE COLLEGE
1020 N 2ND STREETATCHISONKS66002SCHOLARSHIPS$4,250
BLINN COLLEGE
902 COLLEGE AVEBRENHAMTX77833SCHOLARSHIPS$1,000
BUTLER COMMUNITY COLLEGE
901 S HAVERHILL RDELDORADOKS67042SCHOLARSHIPS$1,500
CLOUD COUNTY COMMUNITY COLLEGE
2221 CAMPUS DRCONCORADIAKS66901SCHOLARSHIPS$1,050
COLBY COMMUNITY COLLEGE
1255 S RANGECOLBYKS67701SCHOLARSHIPS$53,950
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178SCHOLARSHIPS$3,500
GARDEN CITY COMMUNITY COLLEGE
801 CAMPUS DRGARDEN CITYKS67846SCHOLARSHIPS$2,100
FORT HAYS STATE UNIVERSITY
600 PARKHAYSKS67601SCHOLARSHIPS$71,500
HEARTLAND HELICOPTERS
13106 RHODUS RDELCELSIOR SPRINGSMO64024SCHOLARSHIPS$1,000
HUTCHINSON COMMUNITY COLLEGE
1300 N PLUM STHUTCHINSONKS67501SCHOLARSHIPS$3,500
KANSAS STATE POLYTECHNIC-SALINA
2310 CENTENNIAL RDSALINAKS67401SCHOLARSHIPS$2,750
KANSAS STATE UNIVERSITY
104 FAIRCHILD HALLMANHATTANKS66506SCHOLARSHIPS$60,250
KANSAS WESLEYAN UNIVERSITY
100 E CLAFLIN AVESALINAKS67401SCHOLARSHIPS$2,800
LARAMIE COMMUNITY COLLEGE
1400 E COLLEGE DRCHEYENNEWY82007SCHOLARSHIPS$2,000
LINN-BENTON COMMUNITY COLLEGE
6500 PACIFIC BLVD SWALBANYOR97321SCHOLARSHIPS$2,100
MANHATTAN AREA TECHNICAL COLLEGE
3136 DICKENS AVEMANHATTANKS66503SCHOLARSHIPS$2,500
MANHATTAN CHRISTIAN COLLEGE
1415 ANDERSON AVEMANHATTANKS66502SCHOLARSHIPS$2,100
MCPHERSON COLLEGE
1600 E EUCLID STMCPHERSONKS67460SCHOLARSHIPS$2,800
MID-PLAINS COMMUNITY COLLEGE
601 W STATE FARM RDNORTH PLATTENE69101SCHOLARSHIPS$2,100
NEBRASKA COLLEGE OF TECHNICAL AGRICULTURE
404 E 7TH ST CURTISCURTISNE69025SCHOLARSHIPS$2,000
NEOSHO COUNTY COMMUNITY COLLEGE
800 W 14TH STCHANUTEKS66720SCHOLARSHIPS$1,000
NORTH CENTRAL KS TECHNICAL COLLEGE
PO BOX 507BELOITKS67420SCHOLARSHIPS$14,000
NORTHWEST KANSAS TECHNICAL COLLEGE
PO BOX 668GOODLANDKS67735SCHOLARSHIPS$29,750
OKLAHOMA STATE UNIVERSITY
900 N PORTLAND AVEOLAHOMA CITYOK73107SCHOLARSHIPS$4,000
PRATT COMMUNITY COLLEGE
348 KS-61PRATTKS67124SCHOLARSHIPS$1,400
SALINA AREA TECHNICAL COLLEGE
2562 CENTENNIAL RDSALINAKS67401SCHOLARSHIPS$6,000
SETON HALL UNIVERSITY
400 S ORANGE SVESOUTH ORANGENJ07079SCHOLARSHIPS$4,000
STERLING COLLEGE
125 W COOPER AVESTERLINGKS67579SCHOLARSHIPS$2,800
TABOR COLLEGE
400 S JEFFERSON ST HILLSBOROHILLSBOROKS67063SCHOLARSHIPS$3,500
UNIVERSITY OF KANSAS
50 STRONG HALL 1450 JAYHAWK BLVDJAYHAWK BLVDKS66045SCHOLARSHIPS$23,050
UNIVERSITY OF NEBRASKA-KEARNEY
2504 9TH AVEKEARNEYKS68849SCHOLARSHIPS$3,100
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVELARAMIEWY82071SCHOLARSHIPS$4,200
WASHBURN UNIVERSITY
1700 SW COLLEGETOPEKAKS66621SCHOLARSHIPS$6,000
WICHITA STATE UNIVERSITY
1845 FAIRMONTWICHITAKS67260SCHOLARSHIPS$15,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$398,633TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$150,234ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$88,793ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$225,881ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$464,908ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$464,908TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementGAIN ON STOCK SALESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,408Amt
Net Investment Income$1,852NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,556DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMPUTERPropertyDesc
Acquired2016-03-15AcquiredDt
Cost Or Other Basis$3,659CostOrOtherBasisAmt
Prior Year Depreciation$1,570PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life10.000000000000LifeRt
Current Year Expense$366CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePAGE 1, REFERENCE TO DUE DATE OF THE RETURN.FormAndLineReferenceDesc
Medium ExplanationTHE ORIGINAL RETURN WAS SUBMITTED IN PAPER FORM TO THE IRS WITH ATTACHMENTS, BECAUSE THE SOFTWARE PROVIDER DID NOT ALLOW EFILING WITH ATTACHMENTS.THE ATTACHMENTS INCLUDED THE REQUIRED SUBMISSION OF THE GRANT REQUEST FORMS AND LISTING OF THE GRANTS APPROVED.THE IRS RECEIVED THIS RETURN ON SEPTEMBER 21, 2021, PRIOR TO ITS ORIGINAL DUE DATE.THE ORIGINAL RETURN WAS RETURNED TO THE TAXPAYER ON MARCH 24, 2022, ACCOMPANIED BY A NOTICE DATED FEB 22, 2022, AND POSTMARKED MARCH 9, 2022.THE RETURN IS BEING RESUBMITTED WITHOUT ATTACHMENTS.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP INTERNOTE$100,000$107,124
VERIZON COMMUNICATIONS NOTE$54,137$64,886
MICROSOFT CORP ST NOTE$89,872$114,151

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO & CO.$14,079$27,361
ABERDEEN ASIA$4,597$4,415

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (30 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BALANCED FUND CL AFMV$454,039$699,991
CAPITAL INCOME BUILDER FD CL AFMV$84,131$150,311
INCOME FUND OF AMERICAFMV$399,793$556,883
WASHINGTON MUTUAL INV FDFMV$69,234$135,470
BOND FUND OF AMERICAFMV$213,077$217,332
IVY ACCUM AFMV$122,712$191,798
IVY CORE EQTY AFMV$146,065$201,330
IVY SCIENCE AND TECH AFMV$230,674$360,857
IVY LARGECAP GROWTHFMV$155,134$245,109
ADVISORS SMALL CAP AFMV$254,137$237,241
AMERICAN MUTUAL FUND CL AFMV$214,171$315,544
CAPITAL WORLD GRTH & INCM CL AFMV$256,327$443,922
EURO PACIFIC GROWTH FUND CL AFMV$45,311$81,338
INVESTMENT CO OF AMERICAL CL AFMV$210,978$315,432
INVESCO AMERICAN FRANCHISE FUNDFMV$17,907$70,569
GROWTH FUND OF AMERICAFMV$145,856$305,522
FUNDAMENTAL INVESTORS FD CL AFMV$160,210$272,927
IVY WILSHIRE GLOBAL ALL AFMV$21,355$25,147
FRANKLIN INCOME FUNDFMV$578,145$654,343
VAN KAMPEN BUILD AMERICA BONDSFMV$46,021$37,100
INVESCO BLD AMER BONDSFMV$60,221$61,262
IVY SECURIAN REFMV$50,128$53,947
LORD ABBETT BOND DEBENTURE AFMV$88,383$96,087
IVY BALANCED AFMV$172,196$216,739
AMERICAN HIGH INCOME TRUST CL AFMV$273,719$271,693
W&R IVY MICRO CAP GROWTH AFMV$134,926$356,825
IVY VALUE AFMV$81,925$99,496
IVY GLOBAL GROWTH AFMV$119,718$177,118
FRANKLIN RISING DIVIDENDS FD AFMV$118,862$197,408
IVY SMALL CAP CORE AFMV$21,723$27,839

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTERCategoryOrItemTxt
Cost Or Other Basis$3,659CostOrOtherBasisAmt
Accumulated Depreciation$1,936AccumulatedDepreciationAmt
Book Value$1,723BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SUPPLIES$3,510$877$2,632
CONTRACT LABOR$2,800$700$2,100
INSURANCE$400$400$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PRIVATE FOUNDATION TAXES$2,892$0$0
REAL ESTATE TAXES$15,252$15,252$0

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