VESS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VESS FAMILY FOUNDATION (EIN 45-3974304)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202213129349100136
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T04:09:41-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481110161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard J Koll CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22nd St N Bldg 1800 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453974304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VESS | BusinessNameControlTxt |
| Phone | 3166821537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Parkway Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Michael Vess | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3166821537 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J Michael | PersonFirstNm |
| Person Last | Vess | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard J Koll | PreparerPersonNm |
| PTIN | P00337843 | PTIN |
| Phone | 3166831040 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 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 | $11,919,489 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $91 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,838,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,632 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $164,439 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $164,439 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,983,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $364,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,691 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,386 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,131 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,131 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,060 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113,879 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $213,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,489 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $364,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $364,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $417,489 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,406,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $896,596 | CashBOYAmt |
| Cash EOY | $970,691 | CashEOYAmt |
| Cash EOYFMV | $970,691 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,178,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,124,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,124,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,012,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,121,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,868,714 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,563,170 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,838,315 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,952,363 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,631 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,955 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,955 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,655,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,058,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,919,489 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $952 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $946 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $946 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,654,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,057,491 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,654,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,057,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,655,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,058,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,654,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,406,005 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,060,167 | SubtotalAmt |
| Other Decreases | $2,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,057,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Bond - Dallas TX | 2016-02-08 | 2021-02-16 | $120,000 | $120,000 | ||
| Bond - Caledonia WI | 2016-02-09 | 2021-04-06 | $250,000 | $250,000 | ||
| Publicly traded securities - ST | $960,453 | $907,448 | $53,005 | $53,005 | ||
| Publicly traded securities - LT | $490,757 | $467,148 | $23,609 | $23,609 | ||
| From K-1 -- Kayne Anderson | $2,454 | $2,454 | $2,454 | |||
| Bluearc Global Private Credit Opportunity Fund | $3,129 | $3,129 | $3,129 | |||
| Bluearc Absolute Return Fund | $2,265 | $2,265 | $2,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,632 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,170 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,847 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,847 | SubtotalAmt |
| Tax Based On Investment Income | $2,847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,955 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,955 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,955 | OriginalReturnTaxPaidAmt |
| Overpayment | $108 | OverpaymentAmt |
| Applied To ES Tax | $108 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3166821537 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Pkwy Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rhonda R Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | President | 002.00 | $0 |
| J Michael Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | Treasurer | 002.00 | $0 |
| Lacey N Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | Executive Director | 020.00 | $40,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,530,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,029,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,560,803 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,560,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,402,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $520,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,847 | TotalTaxAmt |
| Distributable Before Adj | $517,273 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $517,273 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $517,273 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $417,489 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $417,489 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $517,273 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $91,099 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,334 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $417,489 | QualifyingDistributionsAmt |
| Applied To Current Year | $417,489 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $99,784 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $99,784 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,550 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $56,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $56,550 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Rhonda R Vess | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Americans for America | |||||
| 4056 South Abilene Circle C | Aurora | CO | 80014 | Training and education | $63,000 |
| Catholic Charities Inc | |||||
| 437 N Topeka St | Wichita | KS | 672022413 | Anthony Family Shelter, Harbor House | $26,000 |
| Center of Hope Inc | |||||
| 400 N Emporia | Wichita | KS | 67202 | Unrestricted general fund | $30,000 |
| Childrens First CEO Kansas Inc | |||||
| PO Box 2385 | Wichita | KS | 67201 | Unrestricted general fund | $10,000 |
| Helping a Hero | |||||
| PO Box 19310 | Houston | TX | 77224 | Unrestricted general fund | $5,000 |
| HumanKind Ministries | |||||
| 829 N Market | Wichita | KS | 67214 | Unrestricted general fund | $7,500 |
| MADD | |||||
| PO Box 304 | Olathe | KS | 66051 | Unrestricted general fund | $1,000 |
| Make-A-Wish Kansas | |||||
| 1144 N St Francis | Wichita | KS | 67214 | Unrestricted general fund | $3,000 |
| Share the Season | |||||
| 301 N Main Ste 100 | Wichita | KS | 67202 | Unrestricted general fund | $25,000 |
| St Jude Children's Research Hospital | |||||
| 501 St Jude Place | Memphis | TN | 38105 | Unrestricted general fund | $12,000 |
| St Thomas Aquinas Church | |||||
| 1321 Stratford Lane | Wichita | KS | 67206 | Church construction project | $100,000 |
| St Vincent's Church | |||||
| 397 White Hill Rd | Carbondale | CO | 81623 | Parish Hall construction costs | $10,000 |
| The Lord's Diner | |||||
| 520 N Broadway | Wichita | KS | 672143504 | Unrestricted general fund | $8,000 |
| Third Option Foundation | |||||
| 11160-C1 S Lakes Dr | Reston | VA | 20191 | Unrestricted general fund | $5,000 |
| Tom's Door | |||||
| PO Box 755 | Carbondale | CO | 81623 | Unrestricted general fund | $16,000 |
| TOP Early Learning Center | |||||
| 1625 N Waterfront Pkwy Ste 100 | Wichita | KS | 67206 | Unrestricted general fund | $12,500 |
| Wichita Children's Home | |||||
| 810 N Holyoke | Wichita | KS | 67208 | Unrestricted general fund | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $364,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,659 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $364,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,659 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $483,027 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | IRC Section 103 Tax-Exempt Interest | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Rhonda R Vess Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 Laurel Cove | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $17,691 | Amt |
| Net Investment Income | $7,386 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,305 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $3,838,315 | EOYBookValueAmt |
| EOYFMV | $3,952,363 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7975 shares of MV OIL TRUST MVO | $34,449 | $70,419 |
| 116409 shares of VOC ENERGY TRUST VOC | $990,357 | $545,958 |
| PUBLICLY TRADED SECURITIES | $4,096,903 | $4,252,337 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax deposit | Desc |
| BOY Book Value | $4,631 | BOYBookValueAmt |
| EOY Book Value | $2,955 | EOYBookValueAmt |
| EOYFMV | $2,955 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal taxes paid on 2020 return | Desc |
| Amt | $2,676 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative expenses - VOC | $4,330 | $4,330 | |
| Kansas annual report fees | $40 | $25 | $15 |
| Administrative expenses - MVO | $521 | $521 | |
| Contingent payment shortfall | $74,378 | $74,378 | |
| Bank service charges | $404 | $404 | |
| Equipment and office expenses | $109 | $109 | |
| Amortization of bond premium | $34,221 | $34,221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary earnings from investments | Desc |
| Revenue And Expenses Per Books | $164,439 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $164,439 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll tax liabilites | Desc |
| BOY Book Value | $952 | BOYBookValueAmt |
| EOY Book Value | $946 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory fees | $29,163 | $29,163 |
| Portfolio deductions | $8,968 | $8,968 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax paid on foreign dividends | $137 | $137 | |
| Payroll tax expense | $3,060 | $3,060 |
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