PETE HENRY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PETE HENRY FOUNDATION (EIN 48-1201942)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-09-07
- IRS object ID
- 202232509349100438
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-07T16:12:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470526649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA F COLE & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 W FOURTH PO BOX 426 | AddressLine1Txt |
| City | COLBY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 677010426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481201942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETE HENRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 7854626553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 504 | AddressLine1Txt |
| City | COLBY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A DOWELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7854626553 | PhoneNum |
| Signature | 2022-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | DOWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY ARENSDORF | PreparerPersonNm |
| PTIN | P01367442 | PTIN |
| Phone | 7854623919 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,993,545 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $177,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,909 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $105,425 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $105,425 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $88,735 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $704,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,039,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $704,768 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $988,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $988,102 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,597 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,149 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $366 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $366 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $122 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $30 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,825 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,276 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $364,316 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $364,316 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $553,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $959,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,255 | CashBOYAmt |
| Cash EOY | $98,796 | CashEOYAmt |
| Cash EOYFMV | $98,796 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $107,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $742 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $244,009 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $591,480 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $477,254 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $827,550 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $827,550 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $827,550 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,760,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $2,059 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,864 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $485 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $4,947,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,235,846 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,654,911 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,302 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,723 | LandBOYAmt |
| Land EOY | $1,357 | LandEOYAmt |
| Land EOYFMV | $1,357 | LandEOYFMVAmt |
| Total Assets BOY | $6,203,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,757,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,993,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,174,485 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,174,485 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,299 | RetainedEarningBOYAmt |
| Retained Earning EOY | $583,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,203,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,757,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,203,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,757,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,203,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $553,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,757,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,757,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS MARKETABLE SECURITIES | P | 2022-06-30 | 2022-06-30 | $566,643 | $334,855 | $231,788 | $231,788 |
| CAPITAL GAINS DIVIDENDS | P | $472,980 | $472,980 | $472,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $704,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,343 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,343 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,343 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,983 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PETEHENRYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | BILL DOWELL | IndividualWithBooksNm |
| Phone | 7854433260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 COTTONWOOD DRIVE | AddressLine1Txt |
| City | COLBY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67701 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DARRELL PABST | ||||||||
| 112 CHESTNUT RD | PLEASANT PLAINS | IL | 62677 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| RICHARD EPARD | ||||||||
| 1380 COUNTY ROAD 21 | COLBY | KS | 67701 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| WAYNE L CARPENTER | ||||||||
| 2257 COUNTY ROAD 2 | BREWSTER | KS | 67732 | PRESIDENT, DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| WILLIAM DOWELL | ||||||||
| 4 COTTONDWOOD DRIVE | COLBY | KS | 67701 | SECRETARY/TREASURER,DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| DAVID OREN | ||||||||
| 680 LANE DR | COLBY | KS | 67701 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| WILLIAM SHIELDS | ||||||||
| 1850 W 5TH | COLBY | KS | 67701 | DIRECTOR | 5.00 | $5,000 | $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 | $7,115,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,760,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,967,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,967,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,788,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,343 | TotalTaxAmt |
| Distributable Before Adj | $576,072 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $576,072 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $576,072 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,632 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $397,632 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $576,072 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $424,281 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,632 | QualifyingDistributionsAmt |
| Applied To Year1 | $397,632 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $26,649 | Taxable2Amt |
| Undistributed Income CY | $576,072 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE PETE HENRY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 504 | AddressLine1Txt |
| City | COLBY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7854626553 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://WWW.PETEHENRYFOUNDATION.COM/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DSNWK | |||||
| P O BOX 310 | HAYS | KS | 67601 | PHASE III OF STORM SHELTER PROJECT | $3,873 |
| FORT WALLACE MUSEUM | |||||
| 2655 HWY 40 | WALLACE | KS | 67761 | GRANT FOR LIBRARY PROJECT | $5,000 |
| GOVE COUNTY MEDICAL CENTER | |||||
| 520 W 5TH ST | QUINTER | KS | 67752 | GRANT FOR FETAL MONITORS | $10,000 |
| KS FOUNDATION FOR AG IN THE CLASSROOM | |||||
| 1990 KIMBALL AVE | MANHATTAN | KS | 66502 | SUPPLY KITS FOR SCHOOLS | $3,000 |
| WESTERN KANSAS CHILD ADVOCACY CENTER | |||||
| 212 E 5TH ST | SCOTT CITY | KS | 67871 | NEEDS OF THE CENTER | $10,000 |
| BARTON COUNTY COMMUNITY COLLEGE | |||||
| 245 NE 30 RD | GREAT BEND | KS | 67530 | SCHOLARSHIPS | $2,900 |
| BENEDICTINE COLLEGE | |||||
| 1020 N 2ND STREET | ATCHISON | KS | 66002 | SCHOLARSHIPS | $10,300 |
| BETHEL COLLEGE | |||||
| 300 EAST 27TH STREET | NORTH NEWTON | KS | 67117 | SCHOLARSHIPS | $1,400 |
| CALVARY UNIVERSITY | |||||
| 15800 CALVARY ROAD | KANSAS CITY | MO | 64147 | SCHOLARSHIPS | $2,100 |
| CENTRAL COMMUNITY COLLEGE | |||||
| 3134 W HIGHWAY 34 | GRAND ISLAND | NE | 68802 | SCHOLARSHIPS | $918 |
| COLBY COMMUNITY COLLEGE | |||||
| 1255 S RANGE | COLBY | KS | 67701 | SCHOLARSHIPS | $41,350 |
| CONCEPTION SEMINARY COLLEGE | |||||
| 37174 STATE HIGHWAY VV | CONCEPTION | MO | 64433 | SCHOLARSHIPS | $2,100 |
| CREIGHTON UNIVERSITY | |||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | SCHOLARSHIPS | $2,100 |
| DODGE CITY COMMUNITY COLLEGE | |||||
| 2501 N 14TH AVE | DODGE CITY | KS | 67801 | SCHOLARSHIPS | $2,400 |
| EMPORIA STATE UNIVERSITY | |||||
| 1331 MARKET ST | EMPORIA | KS | 66801 | SCHOLARSHIPS | $2,100 |
| FORT HAYS STATE UNIVERSITY | |||||
| 600 PARK | HAYS | KS | 67601 | SCHOLARSHIPS | $107,100 |
| HUTCHINSON COMMUNITY COLLEGE | |||||
| 1300 N PLUM ST | HUTCHINSON | KS | 67501 | SCHOLARSHIPS | $1,400 |
| JOHNSON COUNTY COMMUNITY COLLEGE | |||||
| 12345 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | SCHOLARSHIPS | $1,400 |
| KANSAS STATE UNIVERSITY | |||||
| 104 FAIRCHILD HALL | MANHATTAN | KS | 66506 | SCHOLARSHIPS | $45,200 |
| KANSAS WESLEYAN UNIVERSITY | |||||
| 100 E CLAFLIN AVE | SALINA | KS | 67401 | SCHOLARSHIPS | $2,100 |
| MANHATTAN AREA TECHNICAL COLLEGE | |||||
| 3136 DICKENS AVE | MANHATTAN | KS | 66503 | SCHOLARSHIPS | $3,000 |
| MANHATTAN CHRISTIAN COLLEGE | |||||
| 1415 ANDERSON AVE | MANHATTAN | KS | 66502 | SCHOLARSHIPS | $4,575 |
| MCCOOK COMMUNITY COLLEGE | |||||
| 1205 E 3RD ST | MCCOOK | NE | 69001 | SCHOLARSHIPS | $1,000 |
| MCPHERSON COLLEGE | |||||
| 1600 E EUCLID ST | MCPHERSON | KS | 67460 | SCHOLARSHIPS | $1,000 |
| COLORADO STATE UNIVERSITY OF DENVER | |||||
| 585 SALIDA WAY | AURAORA | CO | 80018 | SCHOLARSHIPS | $1,900 |
| NEBRASKA COLLEGE OF TECHNICAL AGRICULTURE | |||||
| 404 E 7TH ST | CURTIS | NE | 69025 | SCHOLARSHIPS | $3,250 |
| NORTH CENTRAL KS TECHNICAL COLLEGE | |||||
| PO BOX 507 | BELOIT | KS | 67420 | SCHOLARSHIPS | $10,650 |
| NORTH CENTRAL TEXAS COLLEGE | |||||
| 1525 W CALIFORNIA ST | GAINESVILLE | TX | 76240 | SCHOLARSHIPS | $1,400 |
| NORTHWEST KANSAS TECHNICAL COLLEGE | |||||
| PO BOX 668 | GOODLAND | KS | 67735 | SCHOLARSHIPS | $19,250 |
| OKLAHOMA STATE UNIVERSITY | |||||
| 900 N PORTLAND AVE | OKLAHOMA CITY | OK | 73107 | SCHOLARSHIPS | $4,000 |
| PERU STATE COLLEGE | |||||
| 600 HOYT STREET | PERU | NE | 68421 | SCHOLARSHIPS | $1,050 |
| PITTSBURG STATE UNIVERSITY | |||||
| 1701 SOUTH BROADWAY ST | PITTSBURG | KS | 66762 | SCHOLARSHIPS | $2,100 |
| PRATT COMMUNITY COLLEGE | |||||
| 348 KS 61 | PRATT | KS | 67124 | SCHOLARSHIPS | $3,900 |
| SAVANNAH COLLEGE OF ART & DESIGN | |||||
| PO BOX 2072 | SAVANNAH | GA | 31402 | SCHOLARSHIPS | $1,000 |
| SETON HALL UNIVERSITY | |||||
| 400 S ORANGE AVE | SOUTH ORANGE | NJ | 07079 | SCHOLARSHIPS | $4,000 |
| SOUTHEAST COMMUNITY COLLEGE | |||||
| 8800 O ST | LINCOLN | NE | 68520 | SCHOLARSHIPS | $5,100 |
| STERLING COLLEGE | |||||
| 125 W COOPER AVE | STERLING | KS | 67579 | SCHOLARSHIPS | $2,800 |
| TABOR COLLEGE | |||||
| 400 S JEFFERSON ST | HILLSBORO | KS | 67063 | SCHOLARSHIPS | $2,100 |
| TULSA WELDING SCHOOL | |||||
| 2545 E 11TH ST | TULSA | OK | 74104 | SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF KANSAS | |||||
| 50 STRONG 1450 JAYHAWK BLVD | LAWRENCE | KS | 66045 | SCHOLARSHIPS | $22,400 |
| UNIVERSITY OF NEBRASKA-KEARNEY | |||||
| 2504 9TH AVE | KEARNEY | NE | 68849 | SCHOLARSHIPS | $2,800 |
| UNIVERSITY OF NEBRASKA-LINCOLN | |||||
| 1400 R STREET | LINCOLN | NE | 68588 | SCHOLARSHIPS | $1,400 |
| WICHITA STATE UNIVERSITY | |||||
| 1845 FAIRMONT | WICHITA | KS | 67260 | SCHOLARSHIPS | $4,900 |
| WSU TECH | |||||
| 4004 N WEBB ROAD | WICHITA | KS | 67226 | SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $364,316 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,909 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $88,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $704,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $971,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $971,412 | 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 | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON STOCK SALES | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,597 | Amt |
| Net Investment Income | $2,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,448 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2016-03-15 | AcquiredDt |
| Cost Or Other Basis | $3,659 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,936 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 10.000000000000 | LifeRt |
| Current Year Expense | $366 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP INTERNOTE | $100,000 | $85,088 |
| VERIZON COMMUNICATIONS NOTE | $54,137 | $49,152 |
| MICROSOFT CORP ST NOTE | $89,872 | $88,413 |
| APPLE INC | $50,000 | $36,847 |
| AT&T INC | $49,267 | $36,438 |
| HOME DEPOT INC | $56,394 | $40,210 |
| VERIZON COMMUNICATIONS INC | $191,810 | $141,106 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN BALANCED FUND CL A | FMV | $453,887 | $610,225 |
| CAPITAL INCOME BUILDER FD CL A | FMV | $87,920 | $141,364 |
| INCOME FUND OF AMERICA | FMV | $432,848 | $532,080 |
| WASHINGTON MUTUAL INV FD | FMV | $43,672 | $79,000 |
| BOND FUND OF AMERICA | FMV | $215,932 | $193,627 |
| IVY ACCUM A | FMV | $148,035 | $100,962 |
| IVY CORE EQTY A | FMV | $172,128 | $180,079 |
| IVY SCIENCE AND TECH A | FMV | $341,611 | $252,513 |
| IVY LARGECAP GROWTH | FMV | $179,552 | $202,423 |
| ADVISORS SMALL CAP A | FMV | $346,641 | $243,090 |
| AMERICAN MUTUAL FUND CL A | FMV | $191,946 | $268,898 |
| CAPITAL WORLD GRTH & INCM CL A | FMV | $188,391 | $243,745 |
| EURO PACIFIC GROWTH FUND CL A | FMV | $48,876 | $58,512 |
| INVESTMENT CO OF AMERICAL CL A | FMV | $196,827 | $239,565 |
| INVESCO AMERICAN FRANCHISE FUND | FMV | $17,720 | $41,270 |
| GROWTH FUND OF AMERICA | FMV | $142,150 | $199,233 |
| FUNDAMENTAL INVESTORS FD CL A | FMV | $151,643 | $193,650 |
| IVY WILSHIRE GLOBAL ALL A | FMV | $23,012 | $21,430 |
| FRANKLIN INCOME FUND | FMV | $616,226 | $637,342 |
| VAN KAMPEN BUILD AMERICA BONDS | FMV | $38,947 | $25,693 |
| INVESCO BLD AMER BONDS | FMV | $60,834 | $50,455 |
| IVY SECURIAN RE | FMV | $57,368 | $50,268 |
| LORD ABBETT BOND DEBENTURE A | FMV | $91,151 | $83,825 |
| IVY BALANCED A | FMV | $196,028 | $188,361 |
| AMERICAN HIGH INCOME TRUST CL A | FMV | $282,545 | $244,351 |
| W&R IVY MICRO CAP GROWTH A | FMV | $163,546 | $166,610 |
| IVY VALUE A | FMV | $92,306 | $97,327 |
| IVY GLOBAL GROWTH A | FMV | $131,860 | $145,520 |
| FRANKLIN RISING DIVIDENDS FD A | FMV | $95,972 | $140,880 |
| IVY SMALL CAP CORE A | FMV | $26,272 | $22,613 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $3,659 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,302 | AccumulatedDepreciationAmt |
| Book Value | $1,357 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $1,101 | $275 | $826 |
| CONTRACT LABOR | $4,500 | $1,125 | $3,375 |
| OTHER EXPENSE | $100 | $25 | $75 |
| INSURANCE | $400 | $400 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE APPRAISAL FEE | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIVATE FOUNDATION TAXES | $8,459 | $0 | $0 |
| REAL ESTATE TAXES | $15,290 | $15,290 | $0 |
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