ISAAC FAMILY INSTITUTE OF CHARITY: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC FAMILY INSTITUTE OF CHARITY (EIN 45-4101244)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104116
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:58:26-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481079278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WICHITA CONSULTING COMPANY LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454101244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC FAMILY INSTITUTE OF CHARITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAA | BusinessNameControlTxt |
| Phone | 3163713478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY ISAAC | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3163713478 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE R HOLLE | PreparerPersonNm |
| PTIN | P00232666 | PTIN |
| Phone | 3166815100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,564,459 | 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 | $395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,228,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,557 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,831 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $173,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,984 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,836 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,938 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,568 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $274,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,437 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,615 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,462 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,615 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,615 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,644,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,445,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,445,052 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,670,486 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,832,279 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,892,355 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,595,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,504,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,564,459 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45,465 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $45,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,550,161 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,497,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,550,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,497,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,595,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,504,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,550,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,497,096 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,497,096 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,228,736 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,259,244 | CostOrOtherBasisAmt |
| Gain Or Loss | -$30,508 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$30,508 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,508 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $299 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,799 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $96 | EsPenaltyAmt |
| Overpayment | $1,359 | OverpaymentAmt |
| Applied To ES Tax | $1,359 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELLE HOLLE | IndividualWithBooksNm |
| Phone | 3166815171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| B ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MICHELE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GERALD ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,373,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,226,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,835,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,835,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,778,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,344 | TotalTaxAmt |
| Distributable Before Adj | $186,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,451 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,451 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $110 | Taxable2Amt |
| Undistributed Income CY | $186,564 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | B ANTHONY ISAAC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES, ACHIEVED THROUGH RESEARCH, ADVOCACY, IMPROVING PATIENT CARE, AND PROMOTING EQUITABLE HEALTH FOR ALL | $1,000 |
| ANIMAL HAVEN | |||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | N/A | PC | ANIMAL HAVEN IS A NONPROFIT ORGANIZATION THAT FINDS HOMES FOR ABANDONED CATS AND DOGS THROUGHOUT THE TRI-STATE AREA AND PROVIDES BEHAVIOR INTERVENTION WHEN NEEDED TO IMPROVE CHANCES OF ADOPTION. | $1,500 |
| BEYOND HUNGER | |||||||
| 848 LAKE STREET | OAK PARK | IL | 60301 | N/A | PC | HARNESSING THE POWER OF COMMUNITIES TO END HUNGER | $5,000 |
| BRAVE TRAILS | |||||||
| PO BOX 691300 | LOS ANGELES | CA | 90069 | N/A | PC | PROVIDE ACCREDITED SUMMER CAMPS, BACKPACKING TRIPS, FAMILY CAMPS, MENTAL HEALTH SERVICES, MEET-UP GROUPS, AND YEAR-ROUND LEADERSHIP PROGRAMMING HELPING LGBTQ+ YOUTH FIND WHAT THEY NEED: THEIR PEOPLE, THEIR PLACE, AND THEIR PASSION. | $20,000 |
| BRIDGET'S CRADLES | |||||||
| PO BOX 316 | KECHI | KS | 67067 | N/A | PC | TO PROVIDE COMFORT, HOPE, AND HEALING TO FAMILIES GRIEVING THE LOSS OF A BABY BORN INTO HEAVEN | $1,000 |
| CATHOLIC CHARITIES OF WICHITA | |||||||
| 437 NORTH TOPEKA STREET | WICHITA | KS | 67202 | N/A | PC | TO ALLEVIATE POVERTY AND BUILD STRONG FAMILIES THROUGHOUT THE COMMUNITY | $5,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | PC | TO PROVIDE MEALS FOR HOMEBOUND ELDERLY | $4,250 |
| ESOPHAGEAL CANCER ACTION NETWORK | |||||||
| PO BOX 243 | STEVENSON | MD | 21153 | N/A | PC | TO SAVE LIVES BY INCREASING AWARENESS ABOUT THE LINK BETWEEN HEARTBURN AND CANCER, PROMOTING EARLY DETECTION, SUPPORTING MEDICAL INNOVATION TO PREVENT, DETECT, TREAT AND CURE ESOPHAGEAL CANCER AND LINK PATIENTS AND FAMILIES TO COMPASSIONATE SUPPORT | $5,000 |
| FAMILY PROMISE OF GREATER WICHITA | |||||||
| 401 N EMPORIA AVE | WICHITA | KS | 67202 | N/A | PC | TO EMPOWER FAMILIES WITH CHILDREN TO OVERCOME HOMELESSNESS AND HOUSING INSECURITY. | $2,500 |
| FATHER JOE'S VILLAGES | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | N/A | PC | TO PREVENT AND END HOMELESSNESS, ONE LIFE AT A TIME | $12,500 |
| FIRST TEE GREATER WICHITA | |||||||
| 1034 N ROOSEVELT | WICHITA | KS | 67208 | N/A | PC | TO EMPOWER KIDS AND TEENS TO BE THE BEST VERSIONS OF THEMSELVES BY INTEGRATING THE GAME OF GOLF WITH CHARACTER-BUILDING AND LIFE SKILLS CURRICULUM | $2,500 |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | TO PROVIDE NUTRITIOUS, FRESHLY PREPARED MEALS AND NUTRITION COUNSELING TO PEOPLE LIVING WITH VARIOUS LIFE-ALTERING ILLNESSES | $5,250 |
| GUADALUPE CLINIC | |||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | N/A | PC | TO PROVIDE ACCESS TO NECESSARY HEALTH CARE FOR THOSE IN NEED | $5,000 |
| HARVARD BUSINESS SCHOOL CLUB OF SAN DIEGO | |||||||
| 10598 OAKBEND DRIVE | SAN DIEGO | CA | 92131 | N/A | PC | TO PROVIDE RESOURCES TO USE IMMEDIATELY TOWARD CORE PRIORITIES, SUCH AS FINANCIAL AID AND FACULTY RESEARCH | $625 |
| HEPHZIBAH CHILDREN'S ASSOCIATION | |||||||
| 1144 LAKE STREET | OAK PARK | IL | 60301 | N/A | PC | TO HELP CHILDREN THRIVE AND FAMILIES FLOURISH THROUGH INNOVATIVE, COMMUNITY-BASED PROGRAMS | $10,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES AND A STRONG NATIONAL DEFENSE | $500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | PC | TO FOCUS ON EDUCATING STUDENTS IN THE LIBERAL ARTS TO BECOME LEADERS OF CHARACTER AND INTEGRITY, WHILE ALSO PRESERVING AND PROMOTING THE PRINCIPLES OF LIBERTY | $5,000 |
| HOUSING FORWARD | |||||||
| 1851 S 9TH AVE | MAYWOOD | IL | 60153 | N/A | PC | TO HELP PEOPLE TRANSITION FROM HOUSING CRISIS TO HOUSING STABILITY THROUGH A VARIETY OF PROGRAMS. | $5,000 |
| HUMANKIND MINISTRIES | |||||||
| 829 N MARKET ST | WICHITA | KS | 67214 | N/A | PC | TO PROVIDE SHELTER, AFFORDABLE HOUSING, SUPPORTIVE SERVICES, AND BASIC NEEDS TO THOSE EXPERIENCING HOMELESSNESS OR POVERTY IN SEDGWICK COUNTY | $5,000 |
| HUMBLE DESIGN | |||||||
| 180 N SAGINAW ST | PONTIAC | MI | 48342 | N/A | PC | CUSTOM DESIGNING AND FULLY FURNISHING HOME INTERIORS FOR INDIVIDUALS, FAMILIES AND VETERANS EMERGING FROM HOMELESSNESS | $5,000 |
| KANSAS FOOD BANK | |||||||
| 1919 E DOUGLAS AVE | WICHITA | KS | 67211 | N/A | PC | TO PROVIDE COMPREHENSIVE AND COMPASSIONATE HUNGERCARE WHENEVER AND WHEREVER IT IS NEEDED TO SAFEGUARD THE HEALTH, WELL-BEING AND PRODUCTIVITY OF FOOD-INSECURE KANSAS FAMILIES AND THEIR CHILDREN, AS WELL AS SENIOR CITIZENS, THE HOMELESS AND THE CHRONICALLY ILL AND IMPOVERISHED AMONG US | $5,000 |
| KANVETS UNITED FOUNDATION | |||||||
| PO BOX 783188 | WICHITA | KS | 67278 | N/A | PC | TO PROVIDE RELIEF FOR POOR, DISTRESSED AND UNDERPRIVILEGED VETERANS IN KANSAS BY CONTRIBUTING MEALS, RENTAL ASSISTANCE AND OTHER SUPPORT | $1,000 |
| LIVING FREE ANIMAL SANCTUARY | |||||||
| 54250 KEEN CAMP RD | MOUNTAIN CENTER | CA | 92561 | N/A | PC | TO PROVIDE A SAFE HAVEN FOR DOGS AND CATS IN NEED, PARTICULARLY THOSE AT RISK OF EUTHANASIA IN PUBLIC SHELTERS | $100 |
| MARK ARTS | |||||||
| 1307 N ROCK ROAD | WICHITA | KS | 67206 | N/A | PC | TO PROVIDE ART AND EDUCATION TO THE CITIZENS OF WICHITA AND THE SURROUNDING COMMUNITIES | $1,200 |
| MARY STAR OF THE SEA CATHOLIC CHURCH | |||||||
| 7669 GIRARD AVENUE | LA JOLLA | CA | 92037 | N/A | PC | TO PROVIDE FOR SACRAMENTAL, EDUCATIONAL, AND SERVICE MINISTRIES OF THE PARISH TO SERVE THE COMMUNITY | $5,000 |
| MOSTLY MONKEYS SANCTUARY | |||||||
| PO BOX 448 | RAMONA | CA | 92065 | N/A | PC | TO PROVIDE LONG-TERM CARE FOR A VARIETY OF WILD AND EXOTIC ANIMALS | $3,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | N/A | PC | CLOSING THE HUNGER GAP IN NORTH TEXAS BY PROVIDING ACCESS TO NUTRITIOUS FOOD | $5,000 |
| ONE LOVE MOVEMENT | |||||||
| 1351 PACIFIC BEACH DR 8 | SAN DIEGO | CA | 92109 | N/A | PC | TO TAKE ACTION AND BUILD SUPPORT FOR PROJECTS ADVANCING SOCIAL JUSTICE | $15,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | N/A | PC | RAISING AWARENESS ABOUT PET HOMELESSNESS AND ENGAGING PEOPLE IN THESE EFFORTS TO MAKE LASTING CHANGE FOR ANIMALS USING A NO KILL MODEL BASED ON PREVENTION, ANIMAL HEALTH AND BEHAVIOR, AND VOLUNTEER PROGRAMS NECESSARY TO BUILD A NO KILL COMMUNITY | $3,000 |
| PROSPECT PARK ALLIANCE | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PC | CARE FOR THE WOODLANDS AND NATURAL AREAS, RESTORES THE PARK'S BUILDINGS AND LANDSCAPES, CREATES INNOVATIVE PARK DESTINATIONS, AND PROVIDES FREE OR LOW-COST VOLUNTEER, EDUCATION AND RECREATION PROGRAMS. | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 500 E 27TH STREET | LONG BEACH | CA | 90806 | N/A | PC | PROVIDE COMFORT, CARE AND SUPPORT TO CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA | $2,621 |
| SALVATION ARMY | |||||||
| 350 N MARKET ST | WICHITA | KS | 67202 | N/A | PC | MEET HUMAN NEEDS WITHOUT DISCRIMINATION | $1,500 |
| SAN DIEGO BOTANICAL GARDEN FOUNDATION | |||||||
| 2125 PARK BLVD | SAN DIEGO | CA | 92101 | N/A | PC | TO CONDUCT AND COMMUNICATE SCIENCE AND CONSERVATION TO ENHANCE THE PERSISTENCE OF, APPRECIATION OF, AND ACCESS TO PLANT DIVERSITY, WITHIN AND BEYOND THE GARDEN | $405 |
| SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | N/A | PC | TO PROVIDE NUTRITIOUS FOOD TO PEOPLE IN NEED, ADVOCATE FOR THE HUNGRY, AND EDUCATE THE PUBLIC ABOUT HUNGER-RELATED ISSUES | $7,500 |
| ST PIO OF PIETRELCINA | |||||||
| 103 WASHINGTON AVE | LAVALLETTE | NJ | 08735 | N/A | PC | TO PROMOTE THE KNOWLEDGE OF AND DEVOTION TO SAINT PIO OF PIETRELCINA | $2,500 |
| THE BOWERY MISSION | |||||||
| 227 BOWERY | NEW YORK | NY | 10002 | N/A | PC | TO SERVE HOMELESS AND HUNGRY NEW YORKERS AND PROVIDE SERVICES THAT MEET THEIR IMMEDIATE NEEDS AND TRANSFORM THEIR LIVES FROM POVERTY AND HOPELESSNESS TO HOPE | $5,000 |
| THE JJL FOUNDATION | |||||||
| 126 MORRIS AVE | MANASQUAN | NJ | 08736 | N/A | PC | TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES THAT HAVE LOST A PARENT BY PROVIDING THEM WITH FINANCIAL ASSISTANCE. | $5,000 |
| THE LORD'S DINER | |||||||
| 520 N BROADWAY AVE | WICHITA | KS | 67214 | N/A | PC | TO SERVE A NUTRITIOUS MEAL WITH DIGNITY AND RESPECT TO ANYONE WHO IS HUNGRY | $2,500 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930940 | N/A | PC | PHILANTHROPY EMPOWERED TO ENHANCE STUDENT SUPPORT, ENSURE STUDENT SUCCESS, TRANSFORM OUR CAMPUS, CONNECT OUR COMMUNITY, AND REDEFINE MEDICINE AND HEALTH CARE ON A GLOBAL SCALE | $2,000 |
| VICTORY IN THE VALLEY | |||||||
| 3755 EAST DOUGLAS | WICHITA | KS | 67218 | N/A | PC | TO ENCOURAGE CANCER PATIENTS AND FAMILIES ON THEIR JOURNEY BY OFFERING HOPE THROUGH EMOTIONAL AND SPIRITUAL SUPPORT, WHILE PROVIDING PRACTICAL SERVICES TO IMPROVE THE QUALITY OF THEIR LIVES | $2,500 |
| VISIONS OF MUSEUM OF TEXTILE ART | |||||||
| 2825 DEWEY ROAD SUITE 100 | SAN DIEGO | CA | 92106 | N/A | PC | TO CREATE AN INTERNATIONAL COMMUNITY OF QUILT AND TEXTILE ARTISTS, COLLECTORS AND THE PUBLIC THROUGH EXHIBITIONS, EDUCATION, AND ENGAGING PROGRAMS THAT INCREASE THE APPRECIATION OF QUILTS, TEXTILES AND FIBER AS FINE ART | $2,500 |
| WICHITA CHILDREN'S HOME | |||||||
| 7271 E 37TH ST N | WICHITA | KS | 67226 | N/A | PC | PROVIDE SAFETY AND CARE FOR CHILDREN WHO HAVE FACED ABUSE, NEGLECT, HOMELESSNESS, AND VIOLENCE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,451 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $395 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,794 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,508 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CASH BACK REWARD | Desc |
| Unrelated Business Taxbl Incm | $726 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $726 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,238 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,345 | Amt |
| Net Investment Income | $1,836 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,445,265 | EOYBookValueAmt |
| EOYFMV | $1,445,052 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,832,279 | BookValueAmt |
| EOYFMV | $1,892,355 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP LOSS | $11,568 | $11,568 | $0 |
| 2022 EFTPS PENALTIES | $82 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $39,343 | $39,343 | $39,343 |
| PERSHING LLC #7261 - CASH IN LIEU | $475 | $475 | $475 |
| SEC LITIGATION | $13 | $13 | $13 |
| VISA CASH BACK REWARD | $726 | $726 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEES | $9,398 | $0 | $0 |
| MANAGEMENT FEES | $11,938 | $11,938 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,021 | $4,021 | $0 |
| FEDERAL INCOME TAX | $1,500 | $0 | $0 |
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