VESS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VESS FAMILY FOUNDATION (EIN 45-3974304)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201923019349100017
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T02:15:35-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-01-01 | 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 |
| Signature | 2019-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard J Koll | PreparerPersonNm |
| Phone | 3166831040 | PhoneNum |
| Preparation | 2019-10-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.186.100.53 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-28 | IPDt |
| IP Tm | 19:13:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A43E016D6FD366E2A05548BF56A103D2EEABA88A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A43E016D6FD366E2A05548BF56A103D2EEABA88A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,439,332 | 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 | $1,016,411 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,217 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $303,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,062,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,567 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,428,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,436 | 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 | $16,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,098 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,578 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,935 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $305 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,060 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116,327 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $237,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $237,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $982,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,771 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $751,544 | CashBOYAmt |
| Cash EOY | $1,053,273 | CashEOYAmt |
| Cash EOYFMV | $1,053,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $503,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $326,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $326,349 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,564,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,474,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,660,076 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,515,881 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,463,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,397,646 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,829 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,988 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,988 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,338,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,320,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,439,332 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,060 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $954 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,060 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $954 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,336,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,319,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,336,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,319,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,338,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,320,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,336,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $982,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,174 | OtherIncreasesAmt |
| Subtotal | $10,320,176 | SubtotalAmt |
| Other Decreases | $838 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,319,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities - ST | $1,394,019 | $1,409,635 | -$7,120 | -$7,120 |
| Publicly traded securities - LT | $657,962 | $555,931 | $103,267 | $103,267 |
| from K-1 -- Kayne Anderson EIN81-4179734 | $379 | $379 | $379 | |
| from K-1 -- Kayne Anderson EIN81-4179734 | $2,225 | $2,225 | $2,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,567 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,816 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $351,493 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,237,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.042668 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $390,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,920,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.049259 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $406,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,992,745 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.081515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $294,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,529,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.053242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,092,574 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,421,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.247125 | DistributionYr5Rt |
| Total Distribution | 000.473809 | TotalDistributionRt |
| Average Distribution | 000.094762 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,955,182 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $848,611 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $849,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $286,027 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,335 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,335 | SubtotalAmt |
| Tax Based On Investment Income | $2,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,988 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,988 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,988 | OriginalReturnTaxPaidAmt |
| Tax Due | $347 | TaxDueAmt |
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 | $8,161,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $928,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,268 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,091,555 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,091,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,955,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $447,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $447,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,335 | TotalTaxAmt |
| Distributable Before Adj | $445,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $445,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $445,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,027 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $286,027 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $286,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $445,424 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $872,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,178 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,349 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,049,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,027 | QualifyingDistributionsAmt |
| Applied To Current Year | $286,027 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $159,397 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $159,397 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $889,929 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $713,402 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $176,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,178 | ExcessFromYear4Amt |
| Excess From Year3 | $157,349 | ExcessFromYear3Amt |
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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Anthony Family Shelter | |||||
| 437 N Topeka St | Wichita | KS | 672022413 | Unrestricted general fund | $9,000 |
| Cambodian Children's Fund | |||||
| 2461 Santa Monica Blvd Ste D 833 | Santa Monica | CA | 904049996 | Unrestricted general fund | $15,000 |
| Center of Hope Inc | |||||
| 400 N Emporia | Wichita | KS | 67202 | Unrestricted general fund | $15,000 |
| MADD | |||||
| PO Box 304 | Olathe | KS | 66051 | Unrestricted general fund | $500 |
| Operation Holiday | |||||
| 829 N Market | Wichita | KS | 672143519 | Unrestricted general fund | $5,000 |
| Salvation Army | |||||
| 350 N Market | Wichita | KS | 67202 | Unrestricted general fund | $5,000 |
| 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 | $8,000 |
| St Paul's Newman Center | |||||
| 1810 N Roosevelt St | Wichita | KS | 67208 | Unrestricted general fund | $4,000 |
| The Lord's Diner | |||||
| 520 N Broadway | Wichita | KS | 672143504 | Unrestricted general fund | $5,000 |
| Tom's Door | |||||
| PO Box 755 | Carbondale | CO | 81623 | Unrestricted general fund | $12,000 |
| Wichita Children's Home | |||||
| 810 N Holyoke | Wichita | KS | 67208 | Unrestricted general fund | $22,500 |
| Childrens First CEO Kansas Inc | |||||
| PO Box 2385 | Wichita | KS | 67201 | Unrestricted general fund | $4,000 |
| Kidzcope | |||||
| 9415 E Harry Ste 501 | Wichtia | KS | 67207 | Unrestricted general fund | $4,000 |
| Make-A-Wish Kansas | |||||
| 1144 N St Francis | Wichita | KS | 67214 | Unrestricted general fund | $5,000 |
| Rainbows United Inc | |||||
| 409 N Main | El Dorado | KS | 67042 | Unrestricted general fund | $15,000 |
| Samaritan's Purse | |||||
| PO Box 3000 | Boone | NC | 28607 | Unrestricted general fund | $10,000 |
| Wichita State University Foundation | |||||
| 1845 Fairmount St | Wichita | KS | 67260 | Unrestricted general fund | $73,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $237,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,217 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,652 | ExclusionAmt |
| Related Or Exempt Function Incm | $137,921 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $274,436 | ExclusionAmt |
| Related Or Exempt Function Incm | $137,921 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $412,357 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
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 | $1,016,411 | 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 | $16,676 | Amt |
| Net Investment Income | $11,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,578 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $3,463,740 | EOYBookValueAmt |
| EOYFMV | $3,397,646 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7975 shares of MV OIL TRUST MVO | $56,850 | $55,825 |
| 116409 shares of VOC ENERGY TRUST VOC | $1,301,176 | $420,236 |
| PUBLICLY TRADED SECURITIES | $4,116,916 | $4,184,015 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax deposit | Desc |
| BOY Book Value | $2,829 | BOYBookValueAmt |
| EOY Book Value | $1,988 | EOYBookValueAmt |
| EOYFMV | $1,988 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal taxes paid on 2017 return | Desc |
| Amt | $838 | 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 | $5,949 | $5,949 | |
| Kansas annual report fees | $40 | $25 | |
| Administrative expenses - MVO | $569 | $569 | |
| Contingent payment shortfall | $56,984 | $56,984 | |
| Bank service charges | $658 | $658 | |
| Equipment and office expenses | $39 | $39 | |
| Amortization of bond premium | $52,142 | $52,142 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schedule M adjustment - Kayne Anderson K-1 | Desc |
| Amt | $1,174 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll tax liabilites | Desc |
| BOY Book Value | $2,060 | BOYBookValueAmt |
| EOY Book Value | $954 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory fees | $26,271 | $23,968 |
| Portfolio deductions | $5,967 | $5,967 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax paid on foreign dividends | $305 | $305 | |
| Payroll tax expense | $3,060 | $3,060 |
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