BAUGHMAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BAUGHMAN FOUNDATION (EIN 48-6108797)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349100905
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T07:23:26-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Byron Bird & Associates Chtd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 N Lincoln Ave | AddressLine1Txt |
| City | Liberal | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486108797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUGHMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAUG | BusinessNameControlTxt |
| Phone | 6206241371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1356 | AddressLine1Txt |
| City | LIBERAL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL FEATHER-FRANCIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Urban | PreparerPersonNm |
| PTIN | P00578169 | PTIN |
| Phone | 6206241994 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,468,908 | 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 | $144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $556,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $556,731 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $623,220 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $623,220 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $560,050 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,590,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,609,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,590,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,927 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,772,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,770,538 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,615 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,308 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,307 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,068 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,534 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,534 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,887 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $96,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,690 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,377 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $228 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $228 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,769 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $885 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $884 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,731 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $403,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $260,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,281,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,281,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,685,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $260,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,340,769 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,086,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,509,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,003,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $561,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $561,689 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,720,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,817,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,545,210 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,781,926 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,212,394 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,093,701 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,161,255 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $54,045 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,107,210 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,107,210 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $12,268,308 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $32,471 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,407 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,292 | LandBOYAmt |
| Land EOY | $1,064 | LandEOYAmt |
| Other Assets BOY | $6,846 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,846 | OtherAssetsEOYAmt |
| Total Assets BOY | $20,621,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,706,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,468,908 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,002 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $263 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $263 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,620,081 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,706,720 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,620,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,706,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,621,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,706,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,620,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,086,639 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,706,720 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,706,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | P | 2014-01-01 | 2014-01-01 | $2,677,299 | $2,272,522 | $404,777 | $404,777 |
| WELLS FARGO CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2014-01-01 | $136,850 | $136,850 | $136,850 | |
| WELLS FARGO | P | 2001-01-01 | 2014-01-01 | $4,692,317 | $3,248,023 | $1,444,294 | $1,444,294 |
| WELLS FARGO | P | 2001-01-01 | 2014-01-01 | $551,447 | $192,526 | $358,921 | $358,921 |
| WELLS FARGO | P | 2014-01-01 | 2014-01-01 | $432,036 | $426,032 | $6,004 | $6,004 |
| WELLS FARGO | P | 2001-01-01 | 2014-01-01 | $1,918,107 | $1,699,462 | $218,645 | $218,645 |
| WELLS FARGO | P | 2001-01-01 | 2014-01-01 | $5,201,663 | $5,180,711 | $20,952 | $20,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,590,443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $410,781 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,422,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,918,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04920 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,225,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,257,761 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,328,276 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,974,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,303,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,371,161 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,079,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,399,620 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05046 | DistributionYr5Rt |
| Total Distribution | 0.25484 | TotalDistributionRt |
| Average Distribution | 0.05097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,854,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,827,434 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,098 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,862,532 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,340,769 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,195 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70,195 | SubtotalAmt |
| Tax Based On Investment Income | $70,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $68,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $2,241 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | CAROL FEATHER-FRANCIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6206241371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 W THIRD | AddressLine1Txt |
| City | LIBERAL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL FEATHER-FRANCIS | ||||||
| 1501 TUCKER COURT | LIBERAL | KS | 67901 | President | 20.00 | $54,000 |
| JAMES R YOXALL | ||||||
| 101 WEST FOURTH STREET | LIBERAL | KS | 67901 | Sec/Treas | 3.00 | $18,000 |
| RICHARD R YOXALL | ||||||
| 101 WEST FOURTH STREET | LIBERAL | KS | 67901 | Vice President | 3.00 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13625 CALIFORNIA ST STE 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $68,887 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,125,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,006,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,268,308 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,400,553 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $36,400,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $546,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,854,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,792,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,792,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,195 | TotalTaxAmt |
| Distributable Before Adj | $1,722,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,722,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,722,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,340,769 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,340,769 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,340,769 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,722,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,254 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,340,769 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,254 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,295,515 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $427,017 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carol Feather - Francis | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1356 | AddressLine1Txt |
| City | Liberal | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 679051356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6206241371 | RecipientPhoneNum |
| Form And Info And Materials | Proposal concerning needs; availability of other funding; amount requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Monthly Board Meeting | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must meet criteria specified in original Trust. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED SCHEDULES | AddressLine1Txt |
| City | VARIOUS CITY STATES | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | P & Gov't | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $1,281,936 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,281,936 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $556,731 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $560,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,590,443 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,709,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,709,295 | 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 | BBAC | CategoryTxt |
| Amt | $5,068 | Amt |
| Net Investment Income | $2,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,534 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CHROMCRAFT TABLE & CHAIRS | 2009-07-23 | $1,990 | $879 | SL | 10.0000 | $199 |
| BATHROOM FLOORING | 2010-05-05 | $287 | $106 | SL | 10.0000 | $29 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PUBLIC DISCLOSURE FILE IS AVAILABLE | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $13,902 | $13,902 | ||
| Buildings | $40,482 | $40,143 | $339 | $50,000 |
| Land | $867,333 | $867,333 | $9,540,000 | |
| Miscellaneous | $239,538 | $239,538 | $2,678,308 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $4,434 | $3,522 | $912 |
| Buildings | $287 | $135 | $152 |
| Improvements | $27,750 | $27,750 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,615 | LegalFeesAmt |
| Net Investment Income | $3,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,307 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $6,846 | BOYBookValueAmt |
| EOY Book Value | $6,846 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAXES | $60,335 | $60,335 | |
| DUES & SUBSCRIPTIONS | $159 | $80 | $79 |
| INSURANCE - LIABILITY | $6,032 | $3,016 | $3,016 |
| INSURANCE - WC | $333 | $167 | $166 |
| OFFICE EXPENSE | $1,867 | $934 | $933 |
| OFFICE SUPPLIES | $927 | $464 | $463 |
| POSTAGE/ TELEPHONE | $2,149 | $1,075 | $1,074 |
| Rental Expenses | $63,170 | $63,170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $1,927 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO | CategoryTxt |
| Amt | $68,887 | Amt |
| Net Investment Income | $68,887 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 FEDERAL EXCISE | $16,244 | ||
| FEDERAL EXCISE ESTIMATES | $68,000 | ||
| KANSAS ANNUAL REPORT | $40 | ||
| OTHER | $9,313 | $9,313 | |
| PAYROLL TAXES | $2,754 | $1,377 | $1,377 |
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