KEY CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KEY CHARITABLE TRUST (EIN 48-6107304)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201421349349100142
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T09:03:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203844413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diehl Banwart Bolton CPAs PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 469 | AddressLine1 |
| City | Fort Scott | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486107304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEYC | BusinessNameControlTxt |
| Phone | 6202232000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 W 9TH ST | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PENNY POLLOCK-BARNES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6202232000 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol J Hill CPA | PreparerPersonNm |
| PTIN | P00228069 | PTIN |
| Phone | 6202234300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,290,504 | 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 | $84,587 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,587 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,644 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $116,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,336 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,336 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,023 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,766 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,766 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,575 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,332 | CashBOYAmt |
| Cash EOY | $32,771 | CashEOYAmt |
| Cash EOYFMV | $32,771 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,301 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $354 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $354 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $1,328,815 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,174,323 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,063,772 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $343,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $377,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $393,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $391,222 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $395,513 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $771,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $691,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $955,834 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $439,220 | OtherAssetsBOYAmt |
| Other Assets EOY | $439,220 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $439,220 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,349,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,195,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,290,504 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $601 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,348,487 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,195,691 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,348,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,195,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,349,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,195,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,348,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,200,137 | SubtotalAmt |
| Other Decreases | $4,446 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,195,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RAYMOND JAMES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,023,150 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,030,640 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,490 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,490 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,490 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,860 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,493,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,527,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049835 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,643 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,551,770 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,331,826 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022812 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,945 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,277,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039339 | DistributionYr5Rt |
| Total Distribution | 0.201983 | TotalDistributionRt |
| Average Distribution | 0.040397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,370,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,162 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,006 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,168 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $241,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,006 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,006 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,314 | OverpaymentAmt |
| Applied To ES Tax | $1,314 | 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 |
| 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 | PENNY POLLOCK-BARNES | IndividualWithBooksNm |
| Phone | 6202232000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM K POLLOCK | ||||||||
| 305 WEST 9TH | FORT SCOTT | KS | 66701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AILEEN C POLLOCK | ||||||||
| 305 WEST 9TH | FORT SCOTT | KS | 66701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PENNY POLLOCK-BARNES | ||||||||
| 965 215TH STREET | FORT SCOTT | KS | 66701 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| CHRISTOPHER BARNES | ||||||||
| 965 215TH STREET | FORT SCOTT | KS | 66701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER POLLOCK | ||||||||
| 14 HAWTHORNE AVE | PIKESVILLE | MD | 21208 | TRUSTEE | 5.00 | $6,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YOUTH MINISTRIES OF BOURBON COUNTY FORT SCOTT KS PROVIDES SAFE ENVIRONMENT AND ACTIVITIES FOR AREA YOUTH | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | FIRST PRESBYTERIAN CHURCH FORT SCOTT KS LOCAL CHURCH | Description2Txt |
| Expenses2 | $90,750 | Expenses2Amt |
| Description3 | WILLIAMS EDUCATION FUNDPROVIDES SCHOLARSHIPS TO THE UNIVERSITY OF KANSAS | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | FORT SCOTT AREA COMMUNITY FOUNDATION WHICH PROVIDES FUNDING FOR VARIOUS COMMUNITY PROJECTS | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
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 | $2,885,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,251 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $439,397 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,421,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,421,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,370,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,006 | TotalTaxAmt |
| Distributable Before Adj | $167,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,006 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,848 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,848 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,078 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,078 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,078 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,078 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM K POLLOCK | ContributingManagerNm |
| Contributing Manager | AILEEN C POLLOCK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PENNY POLLOCK-BARNES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6202232000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN DESCRIPTION OF NEED AND USE OF FUNDS. NAME AND ADDRESS FOR EACH PAYMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF KANSAS | |||||||
| 1450 JAYHAWK | LAWRENCE | KS | 66045 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| JOHN WOOD COMMUNITY COLLEGE | |||||||
| 1301 S 48TH | QUINCY | IL | 62305 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 330 S MAIN | WICHITA | KS | 67202 | NONE | OTHER PUBLIC CHARITY | DONATION | $100 |
| PREFERRED HOME LIVING | |||||||
| 1205 BURKE | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $2,000 |
| CITY OF FORT SCOTTGUNN PARK TRAILS | |||||||
| 123 S MAIN | FORT SCOTT | KS | 66701 | NONE | CITY | DONATION | $2,000 |
| FRANCISCAN CENTER | |||||||
| 101 W 23RD | BALTIMORE | MD | 21218 | NONE | OTHER PUBLIC CHARITY | DONATION | $10,000 |
| WILLIAMS EDUCATION FUND | |||||||
| 1651 NAISMITH DR | LAWRENCE | KS | 66045 | NONE | OTHER PUBLIC CHARITY | DONATION | $50,000 |
| BIG BROTHERS BIG SISTERS OF BOURBON COUNTY | |||||||
| 101 S JUDSON | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $100 |
| BOURBON COUNTY CASA | |||||||
| 11 N BROADWAY | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $1,000 |
| BOURBON COUNTY INTER-AGENCY COALITION INC | |||||||
| 923 OSBUN | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $10,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 308 S CRAWFORD | FORT SCOTT | KS | 66701 | NONE | CHURCH | DONATION | $90,750 |
| FORT SCOTT AREA COMMUNITY FOUNDATION | |||||||
| 231 EAST WALL ST | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $10,000 |
| FORT SCOTT COMMUNITY COLLEGE | |||||||
| 2108 S HORTON | FORT SCOTT | KS | 66701 | NONE | EDUCATIONAL INSTITUT | DONATION | $3,500 |
| FORT SCOTT COMMUNITY COLLEGE | |||||||
| 2108 S HORTON | FORT SCOTT | KS | 66701 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE 200 | KANSAS CITY | MO | 64108 | NONE | OTHER PUBLIC CHARITY | DONATION | $10,000 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | |||||||
| 906 GRAND BLVD 11 | KANSAS CITY | MO | 64106 | NONE | OTHER PUBLIC CHARITY | DONATION | $5,000 |
| METROPOLITAN COMMUNITY COLLEGE | |||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| PITTSBURG STATE UNIVERSITY | |||||||
| 1701 S BROADWAY | PITTSBURG | KS | 66762 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $6,000 |
| EMPORIA STATE UNIVERSITY | |||||||
| 1 KELLOGG CIRCLE | EMPORIA | KS | 66801 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF PACIFIC | |||||||
| 3601 PACIFIC AVE | STOCKTON | CA | 95211 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $4,000 |
| WESTERN PIEDMONT COMMUNITY COLLEGE | |||||||
| 1001 BURKEMONT AVE | MORGANTON | NC | 28655 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| YOUTH MINISTRIES OF BOURBON COUNTY | |||||||
| 1002 S MAIN | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,450 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $84,587 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,484 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,644 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,490 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $116,225 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,225 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | LINES 3,4,7 & 8 INVESTMENT INCOME IS THE ONLY SOURCE OF INCOME USED BY KEY CHARITABLE TRUST TO ACCOMPLISH THEIR EXEMPT PURPOSE. | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $1,336 | Amt |
| Net Investment Income | $1,336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES - CORPORATE BONDS | BondNm |
| EOY Book Value | $391,222 | EOYBookValueAmt |
| EOYFMV | $395,513 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES - PREFERRED SECURITIES | StockNm |
| EOY Book Value | $377,416 | EOYBookValueAmt |
| EOYFMV | $313,739 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,174,323 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,063,772 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES - CLOSED END FUNDS | AT COST | $188,016 | $285,545 |
| RAYMOND JAMES - CERTIFICATES OF DEPOSIT | AT COST | $100,000 | $100,885 |
| RAYMOND JAMES - REIT'S/TANGIBLES | AT COST | $252,741 | $421,136 |
| RAYMOND JAMES - OPEN END FUNDS | AT COST | $150,327 | $148,268 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDUAL VALUE OF TRUST | Desc |
| BOY Book Value | $439,220 | BOYBookValueAmt |
| EOY Book Value | $439,220 | EOYBookValueAmt |
| EOYFMV | $439,220 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX | Description |
| Amount | $4,446 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $8,766 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,766 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RAYMOND JAMES - LTD PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $24,644 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,644 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,023 | Amt |
| Net Investment Income | $1,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments