BETA

MICHAELIS FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MICHAELIS FOUNDATION INC (EIN 48-0762291)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-06-15
IRS object ID
201521669349100012
Schema version
2013v4.0
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)
Return2015-06-15T11:54:02-05:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN480762291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAELIS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone3162648394PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 247AddressLine1
CityWICHITACity
StateKSState
ZIP Code672010247ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM D MICHAELISPersonNm
Person TitleTREASUER / SECRETARYPersonTitleTxt
Phone3163834349PhoneNum
Signature2015-06-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00670155PTIN
Phone3162648394PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,208FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Printing And Pub Rev And Expnss$149PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,589TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,589ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,797CashBOYAmt
Cash EOY$11,208CashEOYAmt
Cash EOYFMV$11,208CashEOYFMVAmt
Other Assets BOY$278OtherAssetsBOYAmt
Other Assets EOY$278OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$20,075TotalAssetsBOYAmt
Total Assets EOY$11,486TotalAssetsEOYAmt
Total Assets EOYFMV$11,208TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$182,630AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$182,630AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$162,555RetainedEarningBOYAmt
Retained Earning EOY-$171,144RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,486TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,589ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,486SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,486TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,551NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.389773DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$549NetVlNoncharitableAssetsYr2Amt
Distribution Yr215.209472DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$588NetVlNoncharitableAssetsYr3Amt
Distribution Yr313.265306DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$619NetVlNoncharitableAssetsYr4Amt
Distribution Yr412.600969DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$845NetVlNoncharitableAssetsYr5Amt
Distribution Yr59.349112DistributionYr5Rt
Total Distribution50.814632TotalDistributionRt
Average Distribution10.162926AverageDistributionRt
Net Vl Noncharitable Assets$15,270NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$155,188AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$155,188AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksW A MICHAELIS JRIndividualWithBooksNm
Phone3162648394PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1211 N BROADWAYAddressLine1
CityWICHITACity
StateKSState
ZIP Code672022323ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WA MICHAELIS JR
211 N BROADWAYWICHITAKS67202PRESIDENT0.20$0$0$0
MD MICHAELIS
211 N BROADWAYWICHITAKS67202SECRETARY/TREASURER0.10$0$0$0
PAULA SUE MICHAELIS
211 N BROADWAYWICHITAKS67202VICE PRESIDENT0.10$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,503AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,503TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,503AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$233CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,270NetVlNoncharitableAssetsAmt
Minimum Investment Return$764MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$764MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$764DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$764DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$764DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,858ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,769ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,771ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,323ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,322ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,043TotalExcessDistributionCyovAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$764AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,636RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$46,679TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,858ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,821ExcessDistriCyovToNextYrAmt
Excess From Year4$7,769ExcessFromYear4Amt
Excess From Year3$7,771ExcessFromYear3Amt
Excess From Year2$8,323ExcessFromYear2Amt
Excess From Year1$7,322ExcessFromYear1Amt
Excess From Current Year$7,636ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonW A MICHAELIS JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1211 N BROADWAYAddressLine1
CityWICHITACity
StateKSState
ZIP Code67202ZIPCode
FieldValueIRS element (for citing)
Recipient Phone3162648394RecipientPhoneNum
Recipient Email AddressSTEPH@MICHAELISREALESTARecipientEmailAddressTxt
Form And Info And MaterialsNO STANDARD FORM REQUIRED. REQUEST MUST BE FROM A CHARITIABLE ORGANIZATION FOR THE PURPOSE THAT IS "FOR REGIGIOUS, CHARITABLE, SCIENTICFIC, LITERARY OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS".FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERNATIONAL STUDENTS INC
PO BOX CCOLORADO SPRINGSCO80901N/APUBLIC CHARITYRELIGIOUS CONTRIBUTION$1,200
NEW TRIBES MISSION
1000 E FIRST STSANFORDFL327711487N/APUBLIC CHARITYRELIGIOUS CONTRIBUTION$2,400
TEAM
PO BOX 969WHEATONIL601890969N/APUBLIC CHARITYRELIGIOUS CONTRIBUTION$2,400
VISION ORLANDO
707 NICOLET AVEWINTER PARKFL32789N/APUBLIC CHARITYRELIGIOUS CONTRIBUTION$1,200
WYCLIFFE BIBLE
PO BOX 2702HUNTINGTONCA92647N/APUBLIC CHARITYRELIGIOUS CONTRIBUTION$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATIONAL COSTSDesc
BOY Book Value$278BOYBookValueAmt
EOY Book Value$278EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE ANNUAL REPORT FEEDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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