VESS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VESS FAMILY FOUNDATION (EIN 45-3974304)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349100323
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T08:55:22-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-13 | 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 | 2018-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.176.202.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 14:55:00 | IPTm |
| IP Timezone | CS | 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 | 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 | $9,018,657 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,185,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,267,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,475 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,106 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $189 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $510 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,757 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,454 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,454 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $542,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $724,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,111,755 | CashBOYAmt |
| Cash EOY | $751,544 | CashEOYAmt |
| Cash EOYFMV | $751,544 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,064,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,410,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,564,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,300,525 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,022,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,515,881 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,459,837 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,829 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,829 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,829 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,612,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,338,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,018,657 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,060 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,060 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,612,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,336,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,612,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,336,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,612,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,338,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,612,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $724,732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,336,732 | SubtotalAmt |
| Other Decreases | $488 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,336,244 | 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 |
| Gross Sales Price | $2,178,253 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,137,907 | CostOrOtherBasisAmt |
| Gain Or Loss | $43,720 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $43,720 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,289 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,569 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $390,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,920,092 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.049259 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $406,986 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,992,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.081515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $294,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,529,200 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.053242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,092,574 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,421,138 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.247125 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $313,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,880,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.080736 | DistributionYr5Rt |
| Total Distribution | 000.511877 | TotalDistributionRt |
| Average Distribution | 000.102375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,237,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $843,354 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $843,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $351,493 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $841 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $841 | SubtotalAmt |
| Tax Based On Investment Income | $841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,829 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,829 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,829 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,988 | OverpaymentAmt |
| Applied To ES Tax | $1,988 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3166821537 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Pkwy Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | $6,667 |
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 | $6,186,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,174,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,829 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,363,337 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,363,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,237,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $411,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $841 | TotalTaxAmt |
| Distributable Before Adj | $411,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $411,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $411,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,493 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $351,493 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $351,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,053 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $115,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $872,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,349 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,165,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,493 | QualifyingDistributionsAmt |
| Applied To Current Year | $351,493 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $59,560 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $59,560 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,105,683 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,049,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $872,799 | ExcessFromYear4Amt |
| Excess From Year3 | $19,178 | ExcessFromYear3Amt |
| Excess From Year2 | $157,349 | ExcessFromYear2Amt |
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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| American Heart Association | |||||
| PO Box 4002902 | Des Moines | IA | 50340 | Unrestricted general fund | $2,250 |
| Anthony Family Shelter | |||||
| 437 N Topeka St | Wichita | KS | 67202 | Unrestricted general fund | $12,000 |
| Cambodian Children's Fund | |||||
| 2461 Santa Monica Blvd Ste D 833 | Santa Monica | CA | 90404 | Unrestricted general fund | $15,000 |
| Center of Hope Inc | |||||
| 400 N Emporia | Wichita | KS | 67202 | Unrestricted general fund | $20,000 |
| Children's Tumor Foundation | |||||
| 120 Wall Street 16th floor | New York | NY | 10005 | Unrestricted general fund | $10,000 |
| MADD | |||||
| PO Box 304 | Olathe | KS | 66051 | Unrestricted general fund | $1,000 |
| Operation Holiday | |||||
| 829 N Market | Wichita | KS | 67214 | 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 | $16,000 |
| St Paul's Newman Center | |||||
| 1810 N Roosevelt St | Wichita | KS | 67208 | Unrestricted general fund | $3,000 |
| St Thomas Aquinas Church | |||||
| 1321 Stratford Lane | Wichita | KS | 67206 | Unrestricted general fund | $27,500 |
| Tom's Door | |||||
| PO Box 755 | Carbondale | CO | 81623 | Unrestricted general fund | $16,000 |
| The Lord's Diner | |||||
| 520 N Broadway | Wichita | KS | 67214 | Unrestricted general fund | $5,000 |
| Wichita Children's Home | |||||
| 810 N Holyoke | Wichita | KS | 67208 | Unrestricted general fund | $30,000 |
| Wichita State University Foundation | |||||
| 1845 Fairmount St | Wichita | KS | 67260 | Unrestricted general fund | $74,704 |
| American Red Cross | |||||
| PO Box 37839 | Boone | IA | 50037 | Unrestricted general fund | $10,000 |
| Kansas Big Brothers Big Sisters | |||||
| 310 E 2nd St | Wichita | KS | 67202 | Unrestricted general fund | $30,000 |
| Make-A-Wish Kansas | |||||
| 1144 N St Francis | Wichita | KS | 67214 | Unrestricted general fund | $2,500 |
| Rainbows United Inc | |||||
| 409 N Main | El Dorado | KS | 67042 | Unrestricted general fund | $12,500 |
| Third Option Foundation | |||||
| 11160-C1 South Lakes Drive | Reston | VA | 20191 | Unrestricted general fund | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,454 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $101,753 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $165,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $101,753 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,592 | 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 | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $10,448 | Amt |
| Net Investment Income | $6,475 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $3,515,881 | EOYBookValueAmt |
| EOYFMV | $3,459,837 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7975 shares of MV OIL TRUST MVO | $64,690 | $66,990 |
| 116409 shares of VOC ENERGY TRUST VOC | $1,401,610 | $689,141 |
| PUBLICLY TRADED SECURITIES | $3,097,828 | $3,544,394 |
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 | $2,829 | EOYBookValueAmt |
| EOYFMV | $2,829 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schedule M adjustment - Kayne Anderson K-1 | Desc |
| Amt | $488 | 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 | $5,437 | $5,437 | |
| Kansas annual report fees | $40 | $25 | |
| Administrative expenses - MVO | $581 | $581 | |
| Contingent payment shortfall | $88,311 | $88,311 | |
| Bank service charges | $647 | $647 | |
| Equipment and office expenses | $1,862 | $1,862 | |
| Amortization of bond premium | $62,879 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll tax liabilites | Desc |
| EOY Book Value | $2,060 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory fees | $20,245 | $19,516 |
| Portfolio deductions | $2,590 | $2,590 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax paid on foreign dividends | $189 | $189 | |
| Payroll tax expense | $510 | $510 |
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