GRIDLEY FAM FOUNDATION TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GRIDLEY FAM FOUNDATION TR (EIN 04-3528697)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-18
- IRS object ID
- 201701999349100310
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-18T13:15:25-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 043528697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRIDLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRID | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY A HOOVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2017-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L TOUGAS | PreparerPersonNm |
| PTIN | P01082429 | PTIN |
| Phone | 6172277940 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.175.13.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-26 | IPDt |
| IP Tm | 12:41:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B209B05AFEFAE7CBB96900AF888CEB105DC0D071 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 227F2FD53DDAC5DEEB346F063C76A6BA13FA08BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,484,866 | 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 | $1,062,770 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,806,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,038 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,038 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,751,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,526 | 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 | $2,197 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,197 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,567,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $686,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,066 | CashBOYAmt |
| Cash EOY | $5,468,296 | CashEOYAmt |
| Cash EOYFMV | $5,468,296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $16,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,896,224 | CorporateStockBOYAmt |
| Total Assets BOY | $3,917,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,484,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,484,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,388,450 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,388,450 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,528,840 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,096,416 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,917,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,484,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,917,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,484,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,917,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,567,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,484,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,484,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $97,673 | $112,777 | -$15,104 | -$15,104 |
| PUBLICLY TRADED SECURITIES | $72,405 | $59,189 | $13,216 | $13,216 |
| PUBLICLY TRADED SECURITIES | $5,635,948 | $4,948,798 | $687,150 | $687,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,262 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,066 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,599,117 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043640 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,864 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,163,160 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,772 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,690,264 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,191 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,756,115 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050140 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,662 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,787,858 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046510 | DistributionYr5Rt |
| Total Distribution | 0.231385 | TotalDistributionRt |
| Average Distribution | 0.046277 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,451,764 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,737 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $166,600 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,727 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,727 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,038 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $22,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,038 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,311 | OverpaymentAmt |
| Applied To ES Tax | $11,311 | 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 | MA | 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 | CURTIS D GRIDLEY TRACY A HOOVER | IndividualWithBooksNm |
| Phone | 3167336485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 N ROCK ISLAND 2D | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67202 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CURTIS D GRIDLEY | ||||||||
| 151 N ROCK ISLAND 2D | WICHITA | KS | 67202 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TRACY A HOOVER | ||||||||
| 151 N ROCK ISLAND 2D | WICHITA | KS | 67202 | TRUSTEE | 0.00 | $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 | $3,271,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,504,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,504,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,451,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,727 | TotalTaxAmt |
| Distributable Before Adj | $158,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $148,978 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $148,978 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,507 | 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 | $157,354 | 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 | CURTIS D GRIDLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF SOUTH CENTRAL KANSAS | |||||||
| 2400 N OPPORTUNITY DR | WICHITA | KS | 67219 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| DARTMOUTH COLLEGE | |||||||
| 10 NORTH MAIN STREET | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | EDUCATION | $70,000 |
| EXPLORATION PLACE | |||||||
| 300 NORTH MCLEAN BLVD | WICHITA | KS | 67203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 240 COMMERCIAL STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| IB PARENTS ASSOCIATION | |||||||
| 2301 EAST DOUGLAS AVENUE | WICHITA | KS | 67211 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| JUDY CAMILLA LAROQUE FUND | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL SUPPORTGENERAL SUPPORT | $10,000 |
| KANSAS FOOD BANK | |||||||
| 1919 EAST DOUGLAS | WICHITA | KS | 67211 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| KMUW - RADIO | |||||||
| 3317 EAST 17TH STREET | WICHITA | KS | 67203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| KPTS - RADIO | |||||||
| 320 WEST 21ST STREET NORTH | WICHITA | KS | 67203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 |
| LINDA HALL LIBRARY | |||||||
| 5109 CHERRY STREET | KANSAS CITY | MO | 641102498 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| LIONELL HAMPTON JAZZ FESTIVAL | |||||||
| UNIVERSITY OF IDAHO | MOSCOW | ID | 83843 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| MAKEICT | |||||||
| 1500 E DOUGLAS AVENUE | WICHITA | KS | 67214 | NONE | PUBLIC CHARITY | EDUCATION | $7,500 |
| ORPHEUM THEATER WICHITA | |||||||
| 200 N BROADWAY ST 102 | WICHITA | KS | 67202 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| VIOLA DA GAMBA SOCIETY OF AMERICA | |||||||
| 131 SOUTH HUMPHREY | OAK PARK | IL | 60302 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| WICHITA ART MUSEUM | |||||||
| 1400 MUSEUM BLVD | WICHITA | KS | 67203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| WICHITA PUBLIC LIBRARY FOUNDATION | |||||||
| 223 S MAIN ST | WICHITA | KS | 67202 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WICHITA STATE ULRICH MUSEUM | |||||||
| FAIRMOUNT STREET | WICHITA | KS | 67260 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| WICHITA STATE UNIVERSITY | |||||||
| 1845 FAIRMOUNT STREET | WICHITA | KS | 67260 | NONE | PUBLIC CHARITY | EDUCATION | $11,750 |
| WICHITA YMCA | |||||||
| 402 N MARKET | WICHITA | KS | 67202 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,450 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,262 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2015 OP APPLIED TO 2016 | Desc |
| Exclusion | $3,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $688,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,526 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TRACY HOOVER | ||||||
| 1 | 151 N ROCK ISLAND 2D | WICHITA | KS | 67202 | $903,800 | Yes (X) |
| TRACY HOOVER | ||||||
| 2 | 151 N ROCK ISLAND 2D | WICHITA | KS | 67202 | $148,080 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 20,000 SHARES CREDIT SUISSE VS INVERSE VIX SHORT TERM | $903,800 | 2016-12-08 |
| 2 | 3,000 SHARES CREDIT SUISSE VS INVERSE VIX SHORT TERM | $148,080 | 2016-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Amt | $2,197 | Amt |
| Net Investment Income | $2,197 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMONWEALTH OF MASSACHUSETTS | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2015 OP APPLIED TO 2016 | Desc |
| Revenue And Expenses Per Books | $3,038 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,038 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2015 FORM 990-PF EXTENSION | $28,000 | $0 | $0 |
| 2015 OP APPLIED TO 2016 | $3,038 | $0 | $0 |
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