ISAAC FAMILY INSTITUTE OF CHARITY: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC FAMILY INSTITUTE OF CHARITY (EIN 45-4101244)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349101013
- Schema version
- 2016v3.0
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T10:28:35-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 3166815105 | 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 | 3166815105 | PhoneNum |
| Signature | 2017-11-14 | 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 | 2017-11-14 | IPDt |
| IP Tm | 10:27:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FB0DC6CCBB62E013CE01F3A769F965C875BF8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C96C93E3B98F3506C90A5D0BFDD51C1CD280833F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,732,272 | 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 | $706,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,118,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $614 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $795,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,651 | 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 | $1,337 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $334 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $683,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,972 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,019,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,738,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,697,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,083,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,773,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,732,272 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $40,828 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $35,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,828 | 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 | $2,048,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,732,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,048,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,083,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,773,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,048,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $683,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,732,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,503 | 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 | $1,118,458 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,094,459 | CostOrOtherBasisAmt |
| Gain Or Loss | $23,999 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,999 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,999 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,029,163 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050390 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,858 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,082,114 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,737 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,041,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038071 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,001,871 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,114,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.147210 | TotalDistributionRt |
| Average Distribution | 0.029442 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,979,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $787 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,970 | 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 | $787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,445 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,445 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $657 | OverpaymentAmt |
| Applied To ES Tax | $657 | 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 | Yes (1) | 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 | $1,120,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $701,693 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,009,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,009,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,979,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $787 | TotalTaxAmt |
| Distributable Before Adj | $98,195 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,195 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,195 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $787 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,896 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,896 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74 | 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 | $98,121 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 WALLS INTERNATIONAL | |||||||
| 1010 10TH STREET | IMPERIAL BEACH | CA | 91932 | N/A | 509(A)(1) | REPURPOSE TRASH AND TIRES INTO HOMES, SCHOOL, CENTERS AND PARKS IN TIJUANA | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | N/A | 509(A)(1) | CANCER RESEARCH, EDUCATION, ADVOCACY, AND SERVICE | $300 |
| AUTISM TREE PROJECT FOUNDATION | |||||||
| 2845 NIMITZ BLVD SUITE C | SAN DIEGO | CA | 92106 | N/A | 509(A)(1) | ASSISTING WITH EDUCATION, ADVOCACY, SCREENING, RESEARCH, AND MENTORING FOR FAMILIES IMPACTED BY AUTISM | $1,000 |
| BEAUTIFUL PB | |||||||
| 953 REED AVE | SAN DIEGO | CA | 92109 | N/A | 509(A)(1) | CREATE A SUSTAINABLY BEAUTIFUL PACIFIC BEACH TO IMPROVE THE ATMOSPHERE FOR LOCAL ECONOMY, COMMUNITY, GUESTS AND VISITORS | $1,000 |
| CATHOLIC DIOCESE OF WICHITA FOR THE BENEFIT OF THE LORD'S DINER | |||||||
| 424 N BROADWAY | WICHITA | KS | 67201 | N/A | 509(A)(1) | TO PROVIDE MEALS FOR HOMELESS OR THOSE IN FINANCIAL HARDSHIP | $5,000 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | 509(A)(1) | PROVIDES FOOD FOR THOSE IN NEED | $2,500 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 W 700 S | SALT LAKE CITY | UT | 84101 | N/A | 509(A)(1) | RAISE FUNDS FOR CHILDREN'S HOSPITALS, MEDICAL RESEARCH, AND COMMUNITY AWARENESS OF CHILDREN'S HEALTH ISSUES | $2,250 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | 509(A)(1) | PROVIDING MEALS FOR HOMEBOUND ELDERLY | $4,840 |
| CYCLE FOR SURVIVAL | |||||||
| 633 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | N/A | 509(A)(1) | FUND INNOVATIVE STUDIES AND CLINICAL TRIALS THAT ARE ACCELERATING PROGRESS IN THE FIGHT AGAINST RARE CANCERS | $50 |
| DICK & JODY VILARDO FOUNDATION | |||||||
| PO BOX 544 | OLNEY | MD | 20830 | N/A | 509(A)(1) | GIVING AND WORKING FOR OTHERS IN NEED | $13,680 |
| FRESH START FOUNDATION | |||||||
| 1130 EAST MCDOWELL ROAD | PHOENIX | AZ | 85006 | N/A | 509(A)(1) | PROVIDES WOMEN WITH EDUCATION, RESOURCES AND SUPPORT TO POSITIVELY TRANSFORM THEIR LIVES | $1,000 |
| 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 | $2,500 |
| 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 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | 509(A)(1) | HELP BUILD HOMES FOR THOSE IN NEED | $1,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | N/A | 509(A)(1) | PROVIDE SAFE HAVEN FOR CHILDREN HEALING FROM PHYSICAL, EMOTIONAL AND SEXUAL ABUSE, NEGLECT OR ABANDONMENT | $2,500 |
| KANSAS FOOD BANK | |||||||
| 1919 E DOUGLAS | WICHITA | KS | 67211 | N/A | 509(A)(1) | SUPPLY FREE AND LOW-COST FOOD TO PANTRIES, SOUP KITCHENS, AND CHURCHES WHO GIVE OUT FOOD TO THE HUNGRY | $2,500 |
| 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 LIFELONG COPING SKILLS AFTER THE DEATH OF A LOVED ONE | $2,500 |
| LITTLE HELPING HANDS | |||||||
| 8711 BURNET RD B-33 | AUSTIN | TX | 78757 | N/A | 509(A)(1) | PROVIDE MEANINGFUL SERVICE AND LEADERSHIP EXPERIENCE FOR THOUSANDS OF CHILDREN IN CENTRAL TEXAS | $2,500 |
| NETWORK FOR GOOD - CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | 509(A)(1) | RESEARCH AND TREATMENT CENTER FOR CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES | $500 |
| NO KID HUNGRY CAMPAIGN | |||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | N/A | 509(A)(1) | WORKING TO END CHILD HUNGER IN AMERICA BY ENSURING ALL CHILDREN GET THE HEALTHY FOOD THEY NEED | $2,000 |
| 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 | $5,000 |
| OPEN HEART MAGIC | |||||||
| 53 W JACKSON BOULEVARD SUITE 835 | CHICAGO | IL | 60604 | N/A | 509(A)(1) | TO BRING MAGIC AND SMILES TO SICK KIDS IN HOSPITALS AROUND THE GREATER CHICAGO AREA | $1,500 |
| 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 |
| OPERATION USA | |||||||
| 7421 BEVERLY BLVD PH | LOS ANGELES | CA | 90036 | N/A | 509(A)(1) | HELP CHILDREN AND FAMILIES RECOVER AND THRIVE IN THE WAKE OF DISASTERS | $2,000 |
| OHIO STATE UNIVERSITY FOUNDATION - SUPPORTING PELOTONIA | |||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | N/A | 509(A)(1) | CANCER RESEARCH OHIO STATE UNIVERSITY | $850 |
| 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 CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA | $500 |
| SHADES OF PINK FOUNDATION | |||||||
| 850 WOODSIDE LANE | ENCINITAS | CA | 92024 | N/A | 509(A)(1) | FINANCIALLY ASSIST CALIFORNIA WOMEN WHO ARE EXPERIENCING FINANCIAL DISTRESS DUE TO BREAST CANCER | $3,000 |
| SHATTERPROOF | |||||||
| 205 E 42ND STREET 17TH FLOOR | NEW YORK | NY | 10017 | N/A | 509(A)(1) | DEDICATED TO ENDING THE DEVASTATION THAT ADDICTION CAUSES FAMILIES | $1,000 |
| ST DAVID'S EPISCOPAL DAY SCHOOL | |||||||
| 301 EAST 8TH STREET | AUSTIN | TX | 78701 | N/A | 509(A)(1) | TO SUPPORT EDUCATION | $1,500 |
| ST VINCENT DE PAUL - WEEKEND MEALS ON WHEELS PROGRAM | |||||||
| 9714 W MAXWELL STREET | WICHITA | KS | 67215 | N/A | 509(A)(1) | TO PROVIDE FOOD FOR THOSE IN NEED | $250 |
| SUSAN G KOMEN | |||||||
| 55 E JACKSON BLVD SUITE 1010 | CHICAGO | IL | 60604 | N/A | 509(A)(1) | TO SUPPORT RESEARCH AND OUTREACH PROGRAMS FOR WOMEN AND MEN FACING BREAST CANCER | $500 |
| 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 | $1,000 |
| UNION RESCUE MISSION | |||||||
| 2800 NORTH HILLSIDE | WICHITA | KS | 67219 | N/A | 509(A)(1) | TO PROVIDE FOOD, SHELTER, AND CARE FOR HOMELESS MEN | $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 HOSPITAL | |||||||
| 1156 S CLIFTON | WICHITA | KS | 67218 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,970 | 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 | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,999 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CASH BACK REWARD | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $614 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $614 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,265 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| B ANTHONY ISAAC | |||||||
| 1 | 8100 E 22ND ST N BLDG 500 | WICHITA | KS | 672262305 | $261,288 | Yes (X) | Yes (X) |
| B ANTHONY ISAAC | |||||||
| 2 | 8100 E 22ND ST N BLDG 500 | WICHITA | KS | 672262305 | $445,012 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4560 SHARES OF WESTAR ENERGY INC STOCK | $261,288 | 2016-12-15 |
| 2 | 7924 SHARES OF WESTAR ENERGY INC STOCK | $445,012 | 2016-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,337 | Amt |
| Net Investment Income | $334 | 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 | $2,738,359 | EOYBookValueAmt |
| EOYFMV | $2,697,300 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEALS AND ENTERTAINMENT | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CASH BACK REWARD | Desc |
| Revenue And Expenses Per Books | $614 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $614 | AdjustedNetIncomeAmt |
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 | $9,172 | $9,172 | $0 |
| LICENSES AND FEES | $40 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | B ANTHONY ISAAC | PersonNm |
US Address USAddress
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $174 | $174 | $0 |
| FEDERAL INCOME TAX | $1,398 | $0 | $0 |
Comments