ISAAC FAMILY INSTITUTE OF CHARITY: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC FAMILY INSTITUTE OF CHARITY (EIN 45-4101244)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349103167
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:40:14-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481079278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WICHITA CONSULTING COMPANY LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454101244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC FAMILY INSTITUTE OF CHARITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAA | BusinessNameControlTxt |
| Phone | 3163713478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N NO 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY ISAAC | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3163713478 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE R HOLLE | PreparerPersonNm |
| PTIN | P00232666 | PTIN |
| Phone | 3166815171 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.211.219.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 13:39:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8121CA463AABFA4EFE5158FD2073B628CA1C8F6D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A6FCD5E09A82FA1F8D7B87A26944CBD627221A5 | 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 | $2,907,746 | 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 |
| Interest On Sav Rev And Expnss | $7,727 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,727 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,886,373 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $181,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,880 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $899 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $25 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $475 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,216 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $408,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $408,478 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,738,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,174,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,225,982 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $273,286 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,773,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,789,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,907,746 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,828 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $521 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $40,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $521 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,732,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,789,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,732,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,789,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,773,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,789,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,732,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,789,205 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,789,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,886,373 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,778,698 | CostOrOtherBasisAmt |
| Gain Or Loss | $107,675 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107,675 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,675 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,979,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048586 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,029,163 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,858 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,082,114 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047960 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,041,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,599 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,001,871 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010789 | DistributionYr5Rt |
| Total Distribution | 0.195796 | TotalDistributionRt |
| Average Distribution | 0.039159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,107,338 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,663 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,343 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,499 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $857 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,231 | OverpaymentAmt |
| Applied To ES Tax | $1,231 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | 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 | MICHELLE R HOLLE | IndividualWithBooksNm |
| Phone | 3166815171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| B ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MICHELE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GERALD ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $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 | $1,906,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $976,833 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,154,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,154,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,107,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,326 | TotalTaxAmt |
| Distributable Before Adj | $152,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $152,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $152,041 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,499 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,499 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,121 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,121 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,378 | 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 | $144,663 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | B ANTHONY ISAAC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| 6950 SQUIBB ROAD SUITE 210 | MISSION | KS | 66202 | N/A | 509(A)(1) | TO DEVELOP AND IMPLEMENT A NEW CLINIC IN WICHITA | $25,000 | |
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE ST 300 | AUSTIN | TX | 78751 | N/A | 509(A)(1) | COMMUNITY LEADERSHIP, INNOVATION, COLLABORATION AND ADVOCACY TO MAKE AUSTIN A BETTER PLACE FOR EVERYONE TODAY AND TOMORROW | $1,000 | |
| ANDREW MCDONOUGH B FOUNDATION | ||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | N/A | 509(A)(1) | RAISES FUNDS AND AWARENESS FOR CHILDHOOD CANCER | $100 | |
| CAMP JOHN MARC | ||||||||
| 2929 CARLISLE STREET SUITE 355 | DALLAS | TX | 75204 | N/A | 509(A)(1) | INSPIRES CONFIDENCE FOR LIFE THROUGH HIGH-QUALITY CAMPING PROGRAMS FOR CHILDREN LIVING WITH CHRONIC MEDICAL AND PHYSICAL CHALLENGES | $3,000 | |
| CATHOLIC CHARITIES OF WICHITA | ||||||||
| 437 NORTH TOPEKA STREET | WICHITA | KS | 67202 | N/A | 509(A)(1) | ALLEVIATE POVERTY AND BUILD STRONG FAMILIES THROUGHOUT THE COMMUNITY | $5,000 | |
| CATHOLIC DIOCESE OF WICHITA FOR THE BENEFIT OF THE LORD'S DINER | ||||||||
| 424 N BROADWAY | WICHITA | KS | 67202 | N/A | 509(A)(1) | TO PROVIDE MEALS FOR HOMELESS OR THOSE IN FINANCIAL HARDSHIP | $2,500 | |
| CHARITY GOLF INTERNATIONAL | ||||||||
| 1194 PINE VALLEY DR | WELLINGTON | FL | 33414 | N/A | 509(A)(1) | RAISE FUNDS TO COMBAT PEDIATRIC CANCER | $500 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | 509(A)(1) | PROVIDING MEALS FOR HOMEBOUND ELDERLY | $2,800 | |
| DICK & JODY VILARDO FOUNDATION | ||||||||
| PO BOX 544 | OLNEY | MD | 20830 | N/A | 509(A)(1) | GIVING AND WORKING FOR OTHERS IN NEED | $3,940 | |
| FUNDAMENTAL LEARNING CENTER | ||||||||
| 2220 E 21ST ST N | WICHITA | KS | 67214 | N/A | 509(A)(1) | HELP CHILDREN WITH SIGNIFICANT READING, SPELLING, AND WRITING DIFFICULTIES | $1,000 | |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 509(A)(1) | PROVIDE NUTRITIOUS, FRESHLY PREPARED MEALS AND NUTRITION COUNSELING TO PEOPLE LIVING WITH VARIOUS LIFE-ALTERING ILLNESSES | $760 | |
| GRANT HALLIBURTON FOUNDATION | ||||||||
| 6390 LBJ FREEWAY SUITE 100 | DALLAS | TX | 75240 | N/A | 509(A)(1) | TO STRENGTHEN THE NETWORK OF MENTAL HEALTH RESOURCES FOR CHILDREN, TEENS AND YOUNG ADULTS | $4,999 | |
| GUADALUPE CLINIC | ||||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | N/A | 509(A)(1) | PROVIDE ACCESS TO NECESSARY HEALTH CARE FOR THOSE IN NEED | $5,000 | |
| GUADALUPE CLINIC CHRISTMAS DONATION | ||||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | N/A | 509(A)(1) | PROVIDE CHRISTMAS GIFTS TO FAMILIES IN NEED | $250 | |
| KANSAS HUMANE SOCIETY | ||||||||
| 3313 N HILLSIDE | WICHITA | KS | 67219 | N/A | 509(A)(1) | PROVIDE CARE AND COMFORT TO PETS | $500 | |
| KIDZCOPE GOOD GRIEF RACE SPONSORSHIP | ||||||||
| 9415 E HARRY STE 501 | WICHITA | KS | 67207 | N/A | 509(A)(1) | PROVIDE THE OPPORTUNITY FOR CHILDREN, TEENS AND THEIR FAMILIES TO LEARN LIFELONE COPING SKILLS AFTER THE DEATH OF A LOVED ONE | $2,500 | |
| MARK ARTS | ||||||||
| 1307 N ROCK ROAD | WICHITA | KS | 67206 | N/A | 509(A)(1) | MAKING ART AND ARTS EDUCATION AVAILABLE TO THE CITIZENS OF WICHITA AND THE SURROUNDING COMMUNITIES | $1,800 | |
| ONE LOVE MOVEMENT | ||||||||
| 1351 PACIFIC BEACH DR 8 | SAN DIEGO | CA | 92109 | N/A | 509(A)(1) | TO CREATE A BETTER FUTURE FOR AT-RISK AND HOMELESS YOUTH POPULATIONS LOCALLY AND GLOBALLY | $1,000 | |
| OPERATION SECOND CHANCE | ||||||||
| 20251 CENTURY BLVD SUITE 130 | GERMANTOWN | MD | 20874 | N/A | 509(A)(1) | SUPPORT NEEDS AND INTERESTS OF VETERANS AND THEIR FAMILIES | $250 | |
| PAN-MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | 509(A)(1) | SUPPORTS DANA-FARBER CANCER INSTITUTE IN THEIR SEARCH FOR CURES FOR CANCERS AND RELATED DISEASES | $750 | |
| PELOTONIA 13 - OHIO STATE CANCER CENTER | ||||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | N/A | 509(A)(1) | CANCER RESEARCH OHIO STATE UNIVERSITY | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | ||||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | N/A | 509(A)(1) | TO PROVIDE COMFORT, CARE AND SUPPORT TO SICK CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA | $2,500 | |
| SALVATION ARMY | ||||||||
| 350 N MARKET ST | WICHITA | KS | 67202 | N/A | 509(A)(1) | MEET HUMAN NEEDS WITHOUT DISCRIMINATION | $1,000 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | N/A | 509(A)(1) | DEDICATED TO ENDING THE DEVASTATION THAT ADDICTION CAUSES FAMILIES | $2,500 | FLOOR |
| ST DAVID'S EPISCOPAL DAY SCHOOL | ||||||||
| 301 EAST 8TH STREET | AUSTIN | TX | 78701 | N/A | 509(A)(1) | TO SUPPORT EDUCATION | $4,000 | |
| SUSAN G KOMEN | ||||||||
| 55 EAST JACKSON BLVD STE 1010 | CHICAGO | IL | 60604 | N/A | 509(A)(1) | TO SUPPORT RESEARCH AND OUTREACH PROGRAMS FOR WOMEN AND MEN FACING BREAST CANCER | $250 | |
| THE SCOTCH PLAINS PBA LOCAL #87 - CHILDREN'S CHARITY GOLF CLASSIC | ||||||||
| PO BOX 355 | SCOTCH PLAINS | NJ | 07076 | N/A | 509(A)(1) | RAISE FUNDS TO BENEFIT VARIOUS CHILDREN'S CHARITIES | $1,100 | |
| TREEHOUSE | ||||||||
| 151 N VOLUTSIA | WICHITA | KS | 67214 | N/A | 509(A)(1) | OFFERS MOTHERS AND BABIES A BRIGHTER FUTURE THROUGH SHARING GOD'S LOVE, BASIC NECESSITIES, EDUCATION AND GENUINE PERSONAL CARE | $500 | |
| UNITED WAY OF THE PLAINS | ||||||||
| 245 N WATER ST | WICHITA | KS | 67202 | N/A | 509(A)(1) | IMPROVING LIVES BY IDENTIFYING COMMUNITY NEEDS AND MOBILIZING RESOURCES TO MEET THOSE NEEDS THROUGH A NETWORK OF CAPABLE AND INNOVATIVE PARTNERSHIPS | $10,000 | |
| VIA CHRISTI HEALTH | ||||||||
| 8200 E THORN | WICHITA | KS | 67226 | N/A | 509(A)(1) | ASSISTANCE FOR FAMILIES OF SICK AND INJURED CHILDREN AND PROVIDE NEEDED FUNDING AND EQUIPMENT | $10,000 | |
| VICTORY IN THE VALLEY INC | ||||||||
| 3755 E DOUGLAS | WICHITA | KS | 67218 | N/A | 509(A)(1) | SUPPORT CANCER PATIENTS AND THEIR FAMILIES EMOTIONALLY AND SPIRITUALLY | $2,500 | |
| WICHITA CHILDREN'S HOME | ||||||||
| 7271 E 37TH ST N | WICHITA | KS | 67226 | N/A | 509(A)(1) | PROVIDE SAFETY AND CARE FOR CHILDREN WHO HAVE FACED ABUSE, NEGLECT, HOMELESSNESS, AND VIOLENCE | $2,500 | |
| WITNESSING IN THE HEARTLAND INC | ||||||||
| PO BOX 20737 | WICHITA | KS | 67208 | N/A | 509(A)(1) | FAITH BASED AFRICAN AMERICAN BREAST AND CERVICAL CANCER EDUCATION ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,727 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,675 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| VISA CASH BACK REWARD | 900099 | $613 | |
| FEDERAL INCOME TAX REFUND | $309 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $613 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $309 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,802 | 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 | 11B | LineNumberTxt |
| Relationship Statement | REFUND RECEIVED FROM 2016 990-T TAX RETURN | 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 FEES | CategoryTxt |
| Amt | $3,595 | Amt |
| Net Investment Income | $899 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $2,174,681 | EOYBookValueAmt |
| EOYFMV | $2,225,982 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $206,567 | BookValueAmt |
| EOYFMV | $273,286 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS AND ENTERTAINMENT | $202 | $101 | $0 |
| PARTNERSHIP LOSS | $4,115 | $4,115 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VISA CASH BACK REWARD | $613 | $0 | $613 |
| FEDERAL INCOME TAX REFUND | $309 | $309 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEES | $2,000 | $0 | $0 |
| WELLS FARGO MGMNT FEE | $8,949 | $8,949 | $0 |
| LICENSES AND FEES | $40 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $475 | $475 | $0 |
| FEDERAL INCOME TAX | $200 | $0 | $0 |
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