RIVERSIDE HEALTH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE HEALTH FOUNDATION (EIN 48-1142989)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201622289349101687
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T15:53:13-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672066601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481142989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RON STEPHEN | InCareOfNm |
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 3167297363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9527 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672770527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON STEPHEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3169785641 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L WEBB | PreparerPersonNm |
| PTIN | P00235405 | PTIN |
| Phone | 3162652811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,818,110 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,630 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $416,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $416,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,584,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,928,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,584,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,002,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,001,021 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,603 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,952 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,651 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,942 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $508 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $132 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $515 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $515 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $468 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $173,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $887,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $887,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,061,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $941,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,875,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,086,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,951,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,951,471 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,942,870 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,790,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,790,831 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,115,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,818,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,818,110 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,699 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,255 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $982 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,935 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,190 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,910,351 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,068,332 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $202,103 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $742,588 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,112,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,810,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,115,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,818,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,112,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $941,338 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,053,792 | SubtotalAmt |
| Other Decreases | $2,242,872 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,810,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| US BANK 0630 | $3,356,534 | $2,745,374 | $611,160 | $611,160 |
| COMMERCE 69-4 | $2,285,792 | $2,256,132 | $29,660 | $29,660 |
| COMMERCE 69-2 | $2,416,232 | $2,446,725 | -$30,493 | -$30,493 |
| US BANK 1800 | $492,744 | $427,246 | $65,498 | $65,498 |
| COMMERCE 69-3 | $4,331,187 | $3,733,835 | $597,352 | $597,352 |
| COMMERCE 69-1 | $813,263 | $734,854 | $78,409 | $78,409 |
| COMMERCE 69-9 | $1,063,291 | $895,003 | $168,288 | $168,288 |
| COMMERCE 69-8 | $2,169,059 | $2,104,886 | $64,173 | $64,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,584,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $867,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,285,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $841,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,306,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048617 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $769,091 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,025,676 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $844,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,106,066 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049363 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $718,111 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,957,539 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045001 | DistributionYr5Rt |
| Total Distribution | 0.23562 | TotalDistributionRt |
| Average Distribution | 0.047124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,165,228 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $856,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,752 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $874,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $914,086 | 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 | $18,752 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,752 | SubtotalAmt |
| Tax Based On Investment Income | $18,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,824 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,935 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,759 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON STEPHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3167297363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 N SHEFFORD | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| RANDY COONROD | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | CHAIRMAN/DIRECTOR | 1.0 | $0 | $0 | $0 |
| DR JERRY GASTON | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | VICE CHAIRMAN/DIRECTOR | 0.5 | $0 | $0 | $0 |
| RON STEPHEN | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | SECRETARY/TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| TERRY FRY | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| RONNIE TROY | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DR CAROLINE SORIA | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| SENATOR LES DONOVAN | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DR DAN MCCARTY | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DR JON KIRKPATRICK | ||||||||
| PO BOX 9527 | WICHITA | KS | 672770527 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,381,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,441,856 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,441,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,165,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $908,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $908,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,752 | TotalTaxAmt |
| Distributable Before Adj | $889,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $889,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $889,509 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $914,086 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,752 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $895,334 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $889,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $584,184 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $563,246 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $584,184 | AppliedToYear1Amt |
| Applied To Current Year | $329,902 | 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 | $563,246 | PriorYearUndistributedIncmAmt |
| Taxable1 | $563,246 | Taxable1Amt |
| Undistributed Income CY | $559,607 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VIA CHRISTI HEALTH | |||||||
| 707 N EMPORIA | WICHITA | KS | 67214 | NONE | SO III FI | OSTEOPATHIC MEDICAL EDUCATION | $200,000 |
| GREATER WICHITA YMCA | |||||||
| 402 N MARKET | WICHITA | KS | 67212 | NONE | PC | GENERAL HEALTH AND WELFARE | $15,000 |
| MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS | |||||||
| 555 N WOODLAWN SUITE 3105 | WICHITA | KS | 67208 | NONE | PC | SERVICES FOR SENIORS | $110,000 |
| GUADALUPE CLINIC INC | |||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | NONE | SO I | GENERAL HEALTH AND WELFARE | $80,000 |
| UNITED METHODIST OPEN DOOR | |||||||
| PO BOX 2756 | WICHITA | KS | 672012756 | NONE | PC | GENERAL HEALTH AND WELFARE | $25,000 |
| MEDICAL MINISTRY INTERNATIONAL CO SULEMAN SADIQ | |||||||
| 1337 N SHEFFORD ST | WICHITA | KS | 67212 | NONE | PC | OSTEOPATHIC MEDICAL EDUCATION | $15,000 |
| CATACOMBS YOUTH MINISTRIES | |||||||
| 255 SOUTH ESTELLE STREET | WICHITA | KS | 67211 | NONE | PC | GENERAL HEALTH AND WELFARE | $30,000 |
| GRACEMED HEALTH CLINIC | |||||||
| 1122 N TOPEKA | WICHITA | KS | 67214 | NONE | PC | GENERAL HEALTH AND WELFARE | $50,000 |
| MEDICAL SERVICE BUREAU | |||||||
| 1530 S OLIVER SUITE 130 | WICHITA | KS | 67218 | NONE | PC | GENERAL HEALTH AND WELFARE | $5,000 |
| NEWMAN UNIVERSITY | |||||||
| 3100 MCCORMICK AVENUE | WICHITA | KS | 672132097 | NONE | PC | GENERAL HEALTH AND WELFARE | $100,000 |
| KANSAS CITY UNIVERSITY | |||||||
| 1750 INDEPENDENCE WAY | KANSAS CITY | MO | 64106 | NONE | PC | OSTEOPATHIC MEDICAL EDUCATION | $240,000 |
| WSU FOUNDATION | |||||||
| 4205 EAST 21ST ST N | WICHITA | KS | 67260 | NONE | PC | GENERAL HEALTH AND WELFARE | $2,500 |
| EXPLORATION PLACE | |||||||
| 300 N MCLEAN BLVD | WICHITA | KS | 67203 | NONE | PC | GENERAL HEALTH AND WELFARE | $10,000 |
| INTER-FAITH MINISTRIES | |||||||
| 829 N MARKET | WICHITA | KS | 67214 | NONE | PC | GENERAL HEALTH AND WELFARE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $887,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,584,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,001,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,001,021 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREP FEES | CategoryTxt |
| Amt | $6,603 | Amt |
| Net Investment Income | $4,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,651 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COMMERCE 69-4 - SEE STMT 8 | BondNm |
| EOY Book Value | $5,790,831 | EOYBookValueAmt |
| EOYFMV | $5,790,831 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK 0630 - SEE STMT 1 | $3,311,926 | $3,311,926 |
| US BANK 1800 - SEE STMT 2 | $1,150,584 | $1,150,584 |
| COMMERCE 69-2 - SEE STMT 3 | $958,907 | $958,907 |
| COMMERCE 69-3 - SEE STMT 4 | $2,257,655 | $2,257,655 |
| COMMERCE 69-4S - SEE STMT 5 | $931,956 | $931,956 |
| COMMERCE 69-6S - SEE STMT 6 | $704 | $704 |
| COMMERCE 69-8 - SEE STMT 7 | $2,339,739 | $2,339,739 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $2,242,872 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PHYSICIAN AWARENESS | $24,420 | $24,420 | |
| BANK SERVICE CHARGES | $468 | $468 | |
| INSURANCE | $2,185 | ||
| LICENSES & PERMITS | $40 | ||
| SUPPLIES | $241 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERIES - RHS | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $982 | BOYBookValueAmt |
| EOY Book Value | $5,935 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $119,942 | Amt |
| Net Investment Income | $119,942 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $18,759 | |
| FOREIGN TAXES | $508 | $508 |
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