BUFORD FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BUFORD FAMILY FOUNDATION (EIN 73-1519009)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201721319349100022
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T15:30:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731519009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFORD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUFO | BusinessNameControlTxt |
| Phone | 3166849777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9176 E 13TH STREET | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA BUFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3166849777 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.117.56.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-04 | IPDt |
| IP Tm | 15:38:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 040AA48B1A53BB6BE18B17B87B00E7E9D044F0F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 040AA48B1A53BB6BE18B17B87B00E7E9D044F0F4 | 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 | $757,955 | 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 | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,002 | 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 | $720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $360 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $354 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,212 | CashBOYAmt |
| Cash EOY | $35,476 | CashEOYAmt |
| Cash EOYFMV | $35,476 | CashEOYFMVAmt |
| Corporate Stock BOY | $867,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $705,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $722,479 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $904,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $757,955 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $904,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $740,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $904,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $740,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $904,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $904,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $740,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $740,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $458,149 | $462,257 | -$4,108 | -$4,108 |
| CAPITAL GAINS DIVIDENDS | P | $3,728 | $3,728 | $3,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$380 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $260,784 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,073,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.243036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $333,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,374,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.242849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $270,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,454,729 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.185638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,498,773 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168292 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,616,367 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075738 | DistributionYr5Rt |
| Total Distribution | 0.915553 | TotalDistributionRt |
| Average Distribution | 0.183111 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $836,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,249 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,860 | 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 | $78 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,120 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,042 | OverpaymentAmt |
| Applied To ES Tax | $2,042 | 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 | OK | OrgReportOrRegisterStateCd |
| 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 | RUSSELL D BRIGGS | IndividualWithBooksNm |
| Phone | 3166849777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1223 N ROCK ROAD BUILDING A SUITE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA C BUFORD | ||||||||
| 9176 E 13TH STREET | WICHITA | KS | 67206 | PRESIDENT-TREASURER-DIR | 0.00 | $0 | $0 | $0 |
| C ROBERT BUFORD | ||||||||
| 9176 E 13TH STREET | WICHITA | KS | 67206 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| R C BUFORD | ||||||||
| 12 ELMCOURT | SAN ANTONIO | TX | 78209 | VICE PRESIDENT-DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSEPHINE B SIEGFRIED | ||||||||
| 3310 S BIRMINGHAM | TULSA | OK | 74105 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNE S BUFORD | ||||||||
| 25 EAST 86TH STREET 9C | NEW YORK | NY | 10028 | DIRECTOR-SECRETARY | 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 | $794,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $849,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $849,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $836,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable Before Adj | $41,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,882 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $179,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,401 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $211,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $902,458 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,029,571 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $42,882 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $986,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $179,230 | ExcessFromYear4Amt |
| Excess From Year3 | $200,401 | ExcessFromYear3Amt |
| Excess From Year2 | $268,584 | ExcessFromYear2Amt |
| Excess From Year1 | $211,361 | ExcessFromYear1Amt |
| Excess From Current Year | $127,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTHA C BUFORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 8700 CROWNHILL BLVDSUITE 80 | SAN ANTONIO | TX | 78209 | N/A | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| RIVERFIELD COUNTRY DAY SCHOOL | |||||||
| 2433 WEST 61ST STREET | TULSA | OK | 74132 | N/A | PUBLIC CHARITY | GENERAL DONATION | $20,000 |
| THE SALVATION ARMY | |||||||
| 350 N MARKET | WICHITA | KS | 67202 | N/A | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| THE UNIVERSITY OF TULSA | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | N/A | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| UNITED WAY OF THE PLAINS | |||||||
| 245 N WATER | WICHITA | KS | 67202 | N/A | PUBLIC CHARITY | GENERAL DONATION | $91,000 |
| YOUTH HORIZONS INC | |||||||
| 1601 EAST DOUGLAS | WICHITA | KS | 67211 | N/A | PUBLIC CHARITY | GENERAL DONATION | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,500 | 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 | $103 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,622 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $720 | Amt |
| Net Investment Income | $360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $360 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $705,122 | EOYBookValueAmt |
| EOYFMV | $722,479 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FUND MANAGEMENT FEES | $5,365 | $5,365 | $0 |
| MISC BROKERAGE COSTS | $145 | $145 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $354 | $354 | $0 |
| PRIOR YEAR FEDEAL INCOME TAX | $394 | $0 | $0 |
| CURRENT YEAR FEDERAL ESTIMATED TAX | $2,120 | $0 | $0 |
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