RIVERSIDE HEALTH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE HEALTH FOUNDATION (EIN 48-1142989)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-12
- IRS object ID
- 201932249349100618
- Schema version
- 2017v2.3
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-12T15:39:19-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672066601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481142989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONNIE TROY | InCareOfNm |
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 3167297363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9527 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672770527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONNIE TROY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3167297363 | PhoneNum |
| Signature | 2019-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNELL LINOT | PreparerPersonNm |
| PTIN | P01663908 | PTIN |
| Phone | 3162652811 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.74.235.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 48010220192245000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E18B200E692A862BC78DEF5BEBFB82C16DD5F39 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 317467770C39898C40CA0978F91E18CC850C4BAF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,524,116 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $401,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $331,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,311,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,634 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $738,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $732,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,340 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,182 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,518 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,664 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,248 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,685 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $182 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,441 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,441 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174,515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $171,329 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $190,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $777,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $777,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,042,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $968,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$303,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $668,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $420,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $420,335 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,254 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,369 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,369 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $802,511 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $733,745 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $733,745 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,236,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,585,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,585,647 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,357,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,782,020 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,782,020 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,524,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,524,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,524,116 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,058 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $712 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $712 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,522,299 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,523,404 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,522,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,523,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,524,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,524,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,522,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$303,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $304,864 | OtherIncreasesAmt |
| Subtotal | $17,523,404 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,523,404 | 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 |
|---|---|---|---|---|
| COMMERCE 69-4 | $1,764,291 | $1,749,079 | $15,212 | $15,212 |
| COMMERCE 69-2 | $2,842,494 | $2,699,548 | $142,946 | $142,946 |
| COMMERCE 69-3 | $2,816,538 | $2,535,111 | $281,427 | $281,427 |
| COMMERCE 69-8 | $1,888,536 | $1,996,394 | -$107,858 | -$107,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,008,852 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,284,619 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $857,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,949,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05061 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $895,334 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,165,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049288 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $867,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,285,591 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $841,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,306,860 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048617 | DistributionYr5Rt |
| Total Distribution | 0.254349 | TotalDistributionRt |
| Average Distribution | 0.05087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,665,500 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $898,644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $905,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $968,374 | 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 | $6,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,685 | SubtotalAmt |
| Tax Based On Investment Income | $6,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,254 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,254 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,569 | OverpaymentAmt |
| Applied To ES Tax | $1,569 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | RONNIE TROY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3167297363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9527 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672770527 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| RANDY COONROD | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | CHAIRMAN/DIRECTOR | 1.0 | $0 | $0 | $0 |
| DR JERRY GASTON | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | VICE CHAIRMAN/DIRECTOR | 0.5 | $0 | $0 | $0 |
| RON STEPHEN | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | SECRETARY/TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| TERRY FRY | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| RONNIE TROY | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DR CAROLINE SORIA | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| SENATOR LES DONOVAN | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DR DAN MCCARTY | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DR JON KIRKPATRICK | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,743,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,934,518 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,934,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,018 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,665,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $883,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $883,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,685 | TotalTaxAmt |
| Distributable Before Adj | $876,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $876,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $876,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $968,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $968,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,685 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $961,689 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $876,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $368,648 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $968,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $368,648 | AppliedToYear1Amt |
| Applied To Current Year | $599,726 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $276,864 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VIA CHRISTI HEALTH | ||||||||
| 8200 E THORN | WICHITA | KS | 67226 | NONE | SO III FI | OSTEOPATHIC MEDICAL EDUCATION | $350,000 | |
| MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS | ||||||||
| 555 N WOODLAWN SUITE 3105 | WICHITA | KS | 67208 | NONE | PC | SERVICES FOR SENIORS | $110,000 | |
| GUADALUPE CLINIC INC | ||||||||
| 940 S FRANCIS | WICHITA | KS | 67211 | NONE | SO I | GENERAL HEALTH AND WELFARE | $125,000 | |
| HOLY SAVIOR CATHOLIC CHURCH | ||||||||
| 1425 N CHAUTAUQUA ST | WICHITA | KS | 67214 | NONE | PC | GENERAL HEALTH AND WELFARE | $25,000 | |
| GRACEMED HEALTH CLINIC | ||||||||
| 1122 N TOPEKA | WICHITA | KS | 67214 | NONE | PC | GENERAL HEALTH AND WELFARE | $50,000 | |
| GREATER WICHITA YMCA | ||||||||
| 402 N MARKET | WICHITA | KS | 67212 | NONE | PC | GENERAL HEALTH AND WELFARE | $100,000 | |
| MEDICAL SERVICE BUREAU | ||||||||
| 1530 S OLIVER STE 130 | WICHITA | KS | 67218 | NONE | PC | GENERAL HEALTH AND WELFARE | $6,100 | |
| CENTRAL PLAINS HEALTH CARE PARTNERSHIP | ||||||||
| 1102 S HILLSIDE ST | WICHITA | KS | 67211 | NONE | PC | GENERAL HEALTH AND WELFARE | $5,000 | |
| WSU FOUNDATION | ||||||||
| 1845 FAIRMOUNT | WICHITA | KS | 67260 | NONE | PC | GENERAL HEALTH AND WELFARE | $2,500 | CAMPUS BOX 2 |
| I CARE SAN ANTONIO INC | ||||||||
| ONE HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NONE | PC | GENERAL HEALTH AND WELFARE | $4,000 | BLDG 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $777,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $401,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $331,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| GRANT RECOVERIES | $4,000 | ||
| MISCELLANEOUS INCOME | 01 | $1,634 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $734,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $738,434 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREP FEES | CategoryTxt |
| Amt | $15,182 | Amt |
| Net Investment Income | $1,518 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,664 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COMMERCE 69-4 - SEE STMT 1 | BondNm |
| EOY Book Value | $5,782,020 | EOYBookValueAmt |
| EOYFMV | $5,782,020 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE 69-2 - SEE STMT 2 | $2,458,465 | $2,458,465 |
| COMMERCE 69-3 - SEE STMT 3 | $7,265,071 | $7,265,071 |
| COMMERCE 69-8 - SEE STMT 4 | $862,111 | $862,111 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $733,745 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $733,745 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,340 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,340 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PHYSICIAN AWARENESS | $18,279 | $18,279 | |
| BANK SERVICE CHARGES | $575 | $575 | |
| INSURANCE | $2,297 | ||
| FEASIBILITY STUDY | $153,050 | $153,050 | |
| LICENSES & PERMITS | $40 | ||
| POSTAGE | $74 | ||
| SUPPLIES | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| GRANT RECOVERIES | $4,000 |
| MISCELLANEOUS INCOME | $1,634 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $304,864 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $62,248 | Amt |
| Net Investment Income | $62,248 | NetInvestmentIncomeAmt |
Comments