LOUIS W BAEHR & DOLPHA BAEHR FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LOUIS W BAEHR & DOLPHA BAEHR FOUNDATION (EIN 48-6129741)
Tax period
2014-05-01 to 2015-04-30
Filed
2016-02-24
IRS object ID
201620559349100302
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-02-24T08:12:18-08:00ReturnTs
Tax Period End2015-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AGLER & GAEDDERT CHARTEREDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1020AddressLine1Txt
CityOTTAWACityNm
State AbbreviationKSStateAbbreviationCd
ZIP660671020ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486129741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS W BAEHR AND DOLPHA BAEHR CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone9132943811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIRST OPTION TRUST DEPT PO BOX BAddressLine1Txt
CityPAOLACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFIRST OPTION BANK TRUST DEPTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9132943811PhoneNum
Signature2016-02-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCILLE L HINDERLITERPreparerPersonNm
Phone7852423170PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,659,203FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$168,939DividendsRevAndExpnssAmt
Dividends Net Invst Incm$168,939DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$901,934CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,200OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$170,142TotalRevAndExpnssAmt
Total Net Invst Incm$1,070,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$58,474CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$11,695CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$46,779CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,361TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$63,785TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,695TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,729TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$195,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$195,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$259,745TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,695TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$244,689TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,603ExcessRevenueOverExpensesAmt
Net Investment Income$1,059,181NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,499SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$97,910SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$97,910SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$50,444USGovernmentObligationsBOYAmt
US Government Obligations EOY$70,194USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$70,454USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,184,667CorporateStockBOYAmt
Corporate Stock EOY$1,899,257CorporateStockEOYAmt
Corporate Stock EOYFMV$5,490,839CorporateStockEOYFMVAmt
Total Assets BOY$1,271,610TotalAssetsBOYAmt
Total Assets EOY$2,067,361TotalAssetsEOYAmt
Total Assets EOYFMV$5,659,203TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,525,198CapitalStockBOYAmt
Capital Stock EOY$4,427,132CapitalStockEOYAmt
Retained Earning BOY-$2,253,588RetainedEarningBOYAmt
Retained Earning EOY-$2,359,771RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,271,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,067,361TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,271,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,067,361TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,271,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,603ExcessRevenueOverExpensesAmt
Other Increases$901,934OtherIncreasesAmt
Subtotal$2,083,941SubtotalAmt
Other Decreases$16,580OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,067,361TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired1992-05-19AcquiredDt
Sold2014-05-01SoldDt
Gross Sales Price$1,102,271GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$200,337CostOrOtherBasisAmt
Gain Or Loss$901,934GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$901,934GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$901,934CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$200,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,062,240NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039666DistributionYr1Rt
Adjusted Qlfy Distri Yr2$221,971AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,426,839NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050142DistributionYr2Rt
Adjusted Qlfy Distri Yr3$187,192AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,125,449NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045375DistributionYr3Rt
Adjusted Qlfy Distri Yr4$284,431AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,035,505NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070482DistributionYr4Rt
Adjusted Qlfy Distri Yr5$172,270AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,970,644NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043386DistributionYr5Rt
Total Distribution0.249051TotalDistributionRt
Average Distribution0.049810AverageDistributionRt
Net Vl Noncharitable Assets$5,537,378NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$275,817AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,592NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$286,409AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$244,689QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,184InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,184SubtotalAmt
Tax Based On Investment Income$21,184TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,560EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$16,624AppliedToEsTaxAmt
Total Payments And Credits$21,184TotalPaymentsAndCreditsAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FIRST OPTION BANK TRUST DEPTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9132943811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1702 BAPTISTEAddressLine1Txt
CityPAOLACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66071ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST OPTION BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX BAddressLine1Txt
CityPAOLACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66071ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$58,474CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,578,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,451AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,621,704TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,621,704AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,326CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,537,378NetVlNoncharitableAssetsAmt
Minimum Investment Return$276,869MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$276,869MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,184TaxBasedOnInvestmentIncomeAmt
Total Tax$21,184TotalTaxAmt
Distributable Before Adj$255,685DistributableBeforeAdjAmt
Distributable Before Ded$255,685DistributableBeforeDedAmt
Distributable As Adjusted$255,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,689ExpensesAndContributionsAmt
Qualifying Distributions$244,689QualifyingDistributionsAmt
Adjusted Qualifying Distri$244,689AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$255,685DistributableAsAdjustedAmt
Undistributed Income PY$30,615UndistributedIncomePYAmt
Qualifying Distributions$244,689QualifyingDistributionsAmt
Applied To Year1$30,615AppliedToYear1Amt
Applied To Current Year$214,074AppliedToCurrentYearAmt
Undistributed Income CY$41,611UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBOARD OF TRUSTEES BAEHR CHARITABLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1FIRST OPTION BANK TRUST DEPARTMENTAddressLine1Txt
CityPAOLACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66071ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9132943811RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHED APPLICATIONSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED APPLICATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED SCHEDULEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1OF CHARITABLE ORGANIZATIONSAddressLine1Txt
CityPAOLACityNm
State AbbreviationKSStateAbbreviationCd
ZIP66071ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusSEESCHEDULERecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitableGrantOrContributionPurposeTxt
Amt$195,960Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$195,960TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$168,939ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$168,942ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$168,942TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAXABLE EXPENDITURE W/O EXPENDITURE RESPONSIBILITYDesc
Amt$16,580Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Revenue And Expenses Per Books$1,200RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CAPITAL GAINSDesc
Amt$901,934Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$3,361Amt

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