ISAAC FAMILY INSTITUTE OF CHARITY: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC FAMILY INSTITUTE OF CHARITY (EIN 45-4101244)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349101670
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:19:03-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE R HOLLE | PreparerPersonNm |
| PTIN | P00232666 | PTIN |
| Phone | 3166815171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,953,875 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,309,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,225 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $147,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,961 | 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 | $5,756 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,439 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $322,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,410 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,679,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,019,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,889,465 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $38,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,040,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,083,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,953,875 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,000 | 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 | $2,028,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,048,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,028,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,040,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,083,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,028,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,048,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,267,556 | $1,185,090 | $82,466 | $82,466 |
| SALE OF PUBLICLY TRADED PARTNERSHIPS | P | $41,444 | $41,556 | -$112 | -$112 |
| P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,354 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,858 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,082,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047960 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,041,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,599 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,001,871 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010789 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,114,155 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.096820 | TotalDistributionRt |
| Average Distribution | 0.024205 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,029,163 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,116 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,600 | 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 | $1,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,411 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $350 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,761 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $410 | OverpaymentAmt |
| Applied To ES Tax | $410 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELLE R HOLLE | IndividualWithBooksNm |
| Phone | 3166815171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| B ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MICHELE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GERALD ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,257,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $563,593 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,060,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,060,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,029,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,350 | TotalTaxAmt |
| Distributable Before Adj | $100,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,350 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,388 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,388 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,212 | 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 | $96,896 | 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 (32 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, SCHOOLS, CENTERS AND PARKS IN TIJUANA | $2,500 |
| AVON FOUNDATION | |||||||
| 1 AVON PLAZA | RYE | NY | 10580 | N/A | 509(A)(1) | RESEARCH TO PREVENT AND CURE BREAST CANCER | $250 |
| ALS ASSOCIATION | |||||||
| 3450 N ROCK ROAD SUITE 211 | WICHITA | KS | 67226 | N/A | 509(A)(1) | RESEARCH TO DEVELOP CURE FOR ALS | $1,000 |
| CATHOLIC CHARITIES DIOCESE OF WICHITA | |||||||
| 532 N BROADWAY | WICHITA | KS | 67214 | N/A | 509(A)(1) | PROVIDES FOOD FOR THE HUNGRY, SHELTER FOR THE HOMELESS AND DOMESTIC VIOLENCE VICTIMS | $5,000 |
| CATHOLIC DIOCESE OF WICHITA FOR THE BENEFIT OF THE LORD'S DINER | |||||||
| 424 N BROADWAY | WICHITA | KS | 67202 | N/A | 509(A)(1) | TO PROVIDE MEALS FOR HOMELESS OR THOSE IN FINANCIAL HARDSHIP | $5,000 |
| CAPITAL AREA FOOD BANK OF TEXAS | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | N/A | 509(A)(1) | PROVIDES FOOD FOR THOSE IN NEED | $2,500 |
| WICHITA COLLEGIATE SCHOOL | |||||||
| PO BOX 782768 | WICHITA | KS | 67278 | N/A | 509(A)(1) | TO SUPPORT EDUCATION | $500 |
| 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 |
| DICK & JODY VILARDO FOUNDATION | |||||||
| PO BOX 544 | OLNEY | MD | 20830 | N/A | 509(A)(1) | GIVING AND WORKING FOR OTHERS IN NEED. | $10,000 |
| KANSAS HUMANE SOCIETY | |||||||
| 3313 N HILLSIDE | WICHITA | KS | 67219 | N/A | 509(A)(1) | PROVIDE CARE AND COMFORT TO PETS | $1,000 |
| LITTLE HELPING HANDS | |||||||
| PO BOX 29142 | AUSTIN | TX | 78755 | N/A | 509(A)(1) | PROVIDE MEANINGFUL SERVICE AND LEADERSHIP EXPERIENCE FOR THOUSANDS OF CHILDREN IN CENTRAL TEXAS | $2,500 |
| MIT ALUMNI ASSOCIATION | |||||||
| 600 MEMORIAL DRIVE W-98 | CAMBRIDGE | MA | 021394822 | N/A | 509(A)(1) | STUDENT AID FUND, TECH CATHOLIC COMMUNITY FUND, FSILG EDUCATION AND DEVELOPMENT FUND | $2,500 |
| OPEN HEART MAGIC | |||||||
| 53 W JACKSON BOULEVARD SUITE 835 | CHICAGO | IL | 60604 | N/A | 509(A)(1) | TO PROVIDE ACTIVITIES AND GROWTH TO BRING MAGIC AND SMILES TO SICK KIDS IN HOSPITALS AROUND THE GREATER CHICAGO AREA. | $2,500 |
| OUTDOOR OUTREACH | |||||||
| 5275 MARKET STREET SUITE 21 | SAN DIEGO | CA | 92114 | N/A | 509(A)(1) | CONNECTS YOUTH TO THE TRANSFORMATIVE POWER OF THE OUTDOORS AND EMPOWERS THEM TO SERVE AS OUTDOOR LEADERS AND AMBASSADORS IN THEIR COMMUNITIES. | $2,500 |
| 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. | $3,500 |
| RONALD MCDONALD HOUSE CHARITIES OF DALLAS | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | N/A | 509(A)(1) | PROVIDES A PLACE TO SLEEP, FOOD, TRANSPORTATION TO AREA HOSPITALS DURING A CHILD'S HOSPITALIZATION. | $3,500 |
| 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 | $5,000 |
| SEDGWICK COUNTY ZOO | |||||||
| 5555 ZOO BOULEVARD | WICHITA | KS | 672121698 | N/A | 509(A)(1) | TO INSPIRE DISCOVERY, APPRECIATION, AND RESPECT FOR ANIMALS AND NATURE | $500 |
| ST VINCENT DE PAUL CATHOLIC CHURCH | |||||||
| 123 NORTH ANDOVER ROAD | ANDOVER | KS | 67002 | N/A | 509(A)(1) | TO PROVIDE FOOD FOR THOSE IN NEED | $1,000 |
| ST TERESA OF AVILA PARISH | |||||||
| 1930 N KENMORE AVENUE | CHICAGO | IL | 60614 | N/A | 509(A)(1) | PARISH SUPPORT | $6,000 |
| 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 & MEN FACING BREAST CANCER | $250 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | 509(A)(1) | TO TREAT AND DEFEAT CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES | $10,000 |
| THE OHIO STATE UNIVERSITY FOUNDATION - SUPPORTING PELOTONIA | |||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | N/A | 509(A)(1) | CANCER RESEARCH OHIO STATE UNIVERSITY | $600 |
| THE SALVATION ARMY | |||||||
| 350 N MARKET STREET | WICHITA | KS | 672022010 | N/A | 509(A)(1) | TO PROVIDE FOOD, CLOTHING, SHELTER, UTILITY ASSISTANCE OR OTHER HELP TO THE COMMUNITY | $1,000 |
| THE CHILDREN'S INN AT NIH | |||||||
| 7 WEST DRIVE | BETHESDA | MD | 208141509 | N/A | 509(A)(1) | PROVIDE A PLACE OF HOPE FOR CHILDREN AND FAMILES FOR MEDICAL TREATMENT | $500 |
| TOMMY FINNEGAN LEGACY FOUNDATION | |||||||
| 5636 S NEW ENGLAND AVE | CHICAGO | IL | 60638 | N/A | 509(A)(1) | ASSIST FAMILIES WHOSE CHILDREN HAVE SUFFERED ILLNESS, RENDERING THEM PHYSICALLY AND/OR MENTALLY CHALLENGED | $1,000 |
| UNION RESCUE MISSION | |||||||
| 2800 NORTH HILLSIDE | WICHITA | KS | 672194702 | N/A | 509(A)(1) | TO PROVIDE FOOD, SHELTER, AND CARE FOR HOMELESS MEN | $500 |
| THE REFUGE FOR DMST | |||||||
| PO BOX 90804 | AUSTIN | TX | 787090804 | N/A | 509(A)(1) | TO PROVIDE TRAUMA-INFORMED, LONG-TERM RESTORATION SHELTER AND SERVICES TO GIRLS WHO HAVE BEEN EXPLOITED THROUGH SEX TRAFFICKING. | $2,500 |
| 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 & EQUIPMENT FOR PEDIATRIC DEPARTMENT | $20,000 |
| THE SAFE ALLIANCE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | 509(A)(1) | TO LEAD IN ENDING SEXUAL ASSAULT AND EXPLOITATION, CHILD ABUSE AND DOMESTIC VIOLENCE THROUGH PREVENTION, INTERVENTION AND ADVOCACY FOR CHANGE. | $2,500 |
| 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 | |||||||
| 810 N HOLYOKE | WICHITA | KS | 67208 | 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 | $103,600 | 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 | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,356 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,354 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CASH BACK REWARD | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $175 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $175 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,136 | 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 | $5,756 | Amt |
| Net Investment Income | $1,439 | 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 | $2,019,219 | EOYBookValueAmt |
| EOYFMV | $1,889,465 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | $77 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PUBLICLY TRADED PARTNERSHIPS | $3,225 | $3,225 | $3,225 |
| VISA CASH BACK REWARD | $175 | $0 | $175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEES | $3,281 | $0 | $0 |
| WELLS FARGO MGMNT FEE | $10,272 | $10,272 | $0 |
| LICENSES AND FEES | $40 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $292 | $292 | $0 |
| FEDERAL INCOME TAX | $3,200 | $0 | $0 |
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