PETE HENRY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PETE HENRY FOUNDATION (EIN 48-1201942)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-11
- IRS object ID
- 202033169349100638
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T15:01:52-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY ARENSDORF | PreparerPersonNm |
| PTIN | P01367442 | PTIN |
| Phone | 7854623919 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.232.62.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 15:01:27 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F0E3904FFF845BA4BDB07CF1B0E6A7F0EC1CBABE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0E3904FFF845BA4BDB07CF1B0E6A7F0EC1CBABE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,747,545 | 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 | $144,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,728 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $102,784 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $102,784 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $87,591 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $201,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $562,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,316 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,829 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,487 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,193 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $366 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $366 | DeprecAndDpltnNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $100 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $100 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $861 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $425,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,854 | CashBOYAmt |
| Cash EOY | $21,708 | CashEOYAmt |
| Cash EOYFMV | $21,708 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,882 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,689 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $331,318 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $244,009 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $298,328 | 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 | $2,645,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $2,568 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,379 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $899 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $4,984,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,002,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,706,039 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,570 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,455 | LandBOYAmt |
| Land EOY | $2,089 | LandEOYAmt |
| Land EOYFMV | $1,000 | LandEOYFMVAmt |
| Total Assets BOY | $6,223,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,174,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,747,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,223,650 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,223,650 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$49,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,223,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,174,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,223,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,174,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,223,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,174,485 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,174,485 | 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 | 2020-06-30 | 2020-06-30 | $365,521 | $360,656 | $4,865 | $4,865 |
| CAPITAL GAINS DIVIDENDS | P | $196,757 | $196,757 | $196,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,622 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $482,839 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,863,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054472 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $475,216 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,900,759 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047998 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $468,644 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,649,720 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $492,691 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,566,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051501 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $472,415 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,045,299 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047028 | DistributionYr5Rt |
| Total Distribution | 0.249565 | TotalDistributionRt |
| Average Distribution | 0.049913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,559,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $427,228 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $431,480 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $468,823 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,388 | OverpaymentAmt |
| Applied To ES Tax | $1,388 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KENTON K KREHBIEL | IndividualWithBooksNm |
| Phone | 7854626553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 COURT TERRACE | 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 | 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 (5 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 | ||||||||
| 2308 K 25 | COLBY | KS | 67701 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| RICHARD EPARD | ||||||||
| 1380 COUNTY ROAD 21 | COLBY | KS | 67701 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| KENTON K KREHBIEL | ||||||||
| 1020 COURT TERRACE | COLBY | KS | 67701 | PRESIDENT, DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| WAYNE L CARPENTER | ||||||||
| 2257 COUNTY ROAD 2 | BREWSTER | KS | 67732 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| WILLIAM DOWELL | ||||||||
| 4 COTTONDWOOD DRIVE | COLBY | KS | 67701 | SECRETARY,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 | $5,977,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,646,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,689,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,689,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,559,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,973 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,252 | TotalTaxAmt |
| Distributable Before Adj | $423,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,823 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $468,823 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $464,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $433,061 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,823 | QualifyingDistributionsAmt |
| Applied To Year1 | $433,061 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,762 | 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 | $387,959 | 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 | SEE STATEMENT 12-A | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE XV-1 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE XV-1 | AddressLine1Txt |
| City | SEE SCH XV | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | SEE SCHEDULE XV-1 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE SCHEDULE XV-1 | GrantOrContributionPurposeTxt |
| Amt | $443,625 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,625 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,728 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $87,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $433,941 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,941 | 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 | $7,316 | Amt |
| Net Investment Income | $1,829 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,487 | 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 | $1,204 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP INTERNOTE | $100,000 | $108,375 |
| VERIZON COMMUNICATIONS NOTE | $54,137 | $70,292 |
| MICROSOFT CORP ST NOTE | $89,872 | $119,661 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO & CO. | $14,079 | $14,949 |
| ABERDEEN ASIA | $4,597 | $3,740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN BALANCED FUND CL A | FMV | $426,061 | $563,585 |
| CAPITAL INCOME BUILDER FD CL A | FMV | $79,981 | $120,504 |
| INCOME FUND OF AMERICA | FMV | $383,908 | $432,232 |
| WASHINGTON MUTUAL INV FD | FMV | $69,234 | $103,005 |
| BOND FUND OF AMERICA | FMV | $203,170 | $215,836 |
| IVY ACCUM A | FMV | $131,498 | $154,181 |
| IVY CORE EQTY A | FMV | $141,710 | $142,527 |
| IVY SCIENCE AND TECH A | FMV | $182,583 | $232,451 |
| IVY LARGECAP GROWTH | FMV | $142,042 | $177,428 |
| ADVISORS SMALL CAP A | FMV | $270,517 | $279,733 |
| AMERICAN MUTUAL FUND CL A | FMV | $208,841 | $239,370 |
| CAPITAL WORLD GRTH & INCM CL A | FMV | $304,413 | $391,718 |
| EURO PACIFIC GROWTH FUND CL A | FMV | $41,859 | $57,393 |
| INVESTMENT CO OF AMERICAL CL A | FMV | $225,631 | $250,978 |
| INVESCO AMERICAN FRANCHISE FUND | FMV | $17,907 | $52,717 |
| GROWTH FUND OF AMERICA | FMV | $149,309 | $231,379 |
| FUNDAMENTAL INVESTORS FD CL A | FMV | $166,942 | $214,753 |
| IVY WILSHIRE GLOBAL ALL A | FMV | $20,685 | $19,709 |
| FRANKLIN INCOME FUND | FMV | $548,584 | $504,874 |
| VAN KAMPEN BUILD AMERICA BONDS | FMV | $64,532 | $62,233 |
| INVESCO BLD AMER BONDS | FMV | $75,892 | $89,509 |
| IVY SECURIAN RE | FMV | $98,765 | $78,762 |
| LORD ABBETT BOND DEBENTURE A | FMV | $133,818 | $132,098 |
| IVY BALANCED A | FMV | $159,995 | $165,722 |
| AMERICAN HIGH INCOME TRUST CL A | FMV | $314,077 | $274,485 |
| W&R IVY MICRO CAP GROWTH A | FMV | $131,864 | $183,228 |
| IVY VALUE A | FMV | $79,047 | $67,218 |
| IVY GLOBAL GROWTH A | FMV | $111,887 | $128,236 |
| FRANKLIN RISING DIVIDENDS FD A | FMV | $117,440 | $140,175 |
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 | $1,570 | AccumulatedDepreciationAmt |
| Book Value | $2,089 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $748 | $187 | $561 |
| INSURANCE | $400 | $100 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIVATE FOUNDATION TAXES | $5,551 | $0 | $0 |
| REAL ESTATE TAXES | $15,193 | $15,193 | $0 |
Comments