VESS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VESS FAMILY FOUNDATION (EIN 45-3974304)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201512239349100306
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T09:17:25-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard J Koll CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22nd St North Bldg 1800 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | 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 | 453974304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VESS | BusinessNameControlTxt |
| Phone | 3166821537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Parkway Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Michael Vess | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard J Koll | PreparerPersonNm |
| Phone | 3166831040 | PhoneNum |
| Preparation | 2015-08-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,189,627 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,246,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,639 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,569 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $656 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,323 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $935,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,326,955 | CashBOYAmt |
| Cash EOY | $1,622,818 | CashEOYAmt |
| Cash EOYFMV | $1,622,818 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,117,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,322,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,322,422 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,893,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,329,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,240,305 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,723 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,082 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,082 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,343,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,279,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,189,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,343,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,279,211 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,343,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,279,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,343,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,279,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,343,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $935,922 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,279,211 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,279,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | publicly traded securities | PropertyDesc |
| Gross Sales Price | $216,234 | GrossSalesPriceAmt |
| Cost Or Other Basis | $238,835 | CostOrOtherBasisAmt |
| Gain Or Loss | -$22,601 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$22,601 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,601 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,092,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,421,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.247125 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $313,316 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,880,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.080736 | DistributionYr2Rt |
| Total Distribution | 000.327861 | TotalDistributionRt |
| Average Distribution | 000.109287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,529,200 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $604,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $627 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $604,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,253 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,253 | SubtotalAmt |
| Tax Based On Investment Income | $1,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,082 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,082 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,082 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,829 | OverpaymentAmt |
| Applied To ES Tax | $2,829 | AppliedToESTaxAmt |
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 | Vess Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3166821537 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Waterfront Pkwy Bldg 500 | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rhonda R Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | President | 002.00 | $0 |
| J Michael Vess | ||||||
| 1700 Waterfront Parkway Bldg 500 | Wichita | KS | 67206 | Treasurer | 002.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,027,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,581,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,296 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,613,401 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,613,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,529,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,253 | TotalTaxAmt |
| Distributable Before Adj | $275,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $275,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $275,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,385 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $294,385 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $294,385 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,207 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $121,786 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $872,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $994,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,385 | QualifyingDistributionsAmt |
| Applied To Current Year | $275,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,178 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,013,763 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,013,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $121,786 | ExcessFromYear2Amt |
| Excess From Year1 | $872,799 | ExcessFromYear1Amt |
| Excess From Current Year | $19,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Rhonda R Vess | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| American Heart Association | |||||
| PO Box 4002902 | Des Moines | IA | 503402902 | Unrestricted general fund | $3,000 |
| Anthony Family Shelter | |||||
| 437 N Topeka St | Wichita | KS | 672022413 | Unrestricted general fund | $12,000 |
| Big Brothers Big Sisters | |||||
| 310 E 2nd | Wichita | KS | 67202 | Unrestricted general fund | $15,000 |
| Cambodian Children's Fund | |||||
| 2461 Santa Monica Blvd Ste D 833 | Santa Monica | CA | 904049996 | Unrestricted general fund | $10,000 |
| Center of Hope Inc | |||||
| 400 N Emporia | Wichita | KS | 67202 | Unrestricted general fund | $20,000 |
| Children's Tumor Foundation | |||||
| 120 Wall Street 16th floor | New York | NY | 100053904 | Unrestricted general fund | $20,000 |
| MADD | |||||
| PO Box 304 | Olathe | KS | 66051 | Unrestricted general fund | $1,000 |
| Operation Holiday | |||||
| 829 N Market | Wichita | KS | 672143519 | Unrestricted general fund | $5,000 |
| Salvation Army | |||||
| 350 N Market | Wichita | KS | 67202 | Unrestricted general fund | $5,000 |
| Share the Season | |||||
| 301 N Main Ste 100 | Wichita | KS | 67202 | Unrestricted general fund | $20,000 |
| St Jude Children's Research Hospital | |||||
| 501 St Jude Place | Memphis | TN | 38105 | Unrestricted general fund | $16,000 |
| St Paul's Newman Center | |||||
| 1810 N Roosevelt St | Wichita | KS | 67208 | Unrestricted general fund | $3,000 |
| St Thomas Aquinas Church | |||||
| 1321 Stratford Lane | Wichita | KS | 67206 | Unrestricted general fund | $25,000 |
| The Lord's Diner | |||||
| 520 N Broadway | Wichita | KS | 672143504 | Unrestricted general fund | $10,000 |
| Tom's Door | |||||
| PO Box 755 | Carbondale | CO | 81623 | Unrestricted general fund | $16,000 |
| Wichita Children's Home | |||||
| 810 N Holyoke | Wichita | KS | 67208 | Unrestricted general fund | $103,385 |
| Wounded Warrior Project | |||||
| PO Box 758517 | Topeka | KS | 66675 | Unrestricted general fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $447 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $68,192 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$22,601 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $46,038 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,038 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Rhonda R Vess Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 Laurel Cove | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $9,569 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | publicly traded securities | AssetDesc |
| Gross Sales Price | $216,234 | GrossSalesPriceAmt |
| Basis | $238,835 | BasisAmt |
| Total Net | -$22,601 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7975 shares of MV OIL TRUST MVO | $90,206 | $116,196 |
| 95792 shares of VOC ENERGY TRUST VOC | $1,683,336 | $511,529 |
| PUBLICLY TRADED SECURITIES | $556,347 | $612,580 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax deposit | Desc |
| BOY Book Value | $4,723 | BOYBookValueAmt |
| EOY Book Value | $4,082 | EOYBookValueAmt |
| EOYFMV | $4,082 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Administrative expenses - VOC | $4,703 | $4,703 |
| Kansas annual report fees | $40 | |
| Administrative expenses - MVO | $620 | $620 |
| Office supplies | $143 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Tax on investment income | $641 | $641 |
| Foreign tax paid on foreign dividends | $15 | $15 |
Comments