BAUGHMAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAUGHMAN FOUNDATION (EIN 48-6108797)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349102522
- Schema version
- 2013v3.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T14:52:02-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Byron Bird & Associates Chtd | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 N Lincoln Ave | AddressLine1 |
| City | Liberal | City |
| State | KS | State |
| ZIP Code | 67901 | 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 | 486108797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUGHMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAUG | BusinessNameControlTxt |
| Phone | 6206241371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1356 | AddressLine1 |
| City | LIBERAL | City |
| State | KS | State |
| ZIP Code | 67905 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL FEATHER-FRANCIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Urban | PreparerPersonNm |
| PTIN | P00578169 | PTIN |
| Phone | 6206241994 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $30,607,938 | 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 | $250 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $250 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $361,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,686 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,372,213 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,372,213 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,280,875 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,932,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,783,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,932,758 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $989 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,667,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,666,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,914 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,957 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,957 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,652 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $82,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,696 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,377 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $534 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $534 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,088 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,044 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,044 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $402 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $201 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $201 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $392,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $271,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,370,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,370,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,763,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $271,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,422,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,904,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,395,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $866,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,003,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,003,137 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,865,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,720,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,827,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,867,947 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,781,926 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,191,843 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,161,255 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $54,045 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,107,210 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,107,210 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,585,815 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $32,471 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,179 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,826 | LandBOYAmt |
| Land EOY | $1,292 | LandEOYAmt |
| Other Assets BOY | $6,846 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,846 | OtherAssetsEOYAmt |
| Total Assets BOY | $18,716,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,621,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,607,938 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $748 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,002 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,002 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,715,535 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,620,081 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,715,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,620,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,716,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,621,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,715,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,904,546 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,620,081 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,620,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | P | 2013-01-01 | 2013-01-01 | $1,535,187 | $1,135,080 | $400,107 | $400,107 |
| WELLS FARGO | P | 2001-01-01 | 2013-01-01 | $3,147,845 | $2,170,271 | $977,574 | $977,574 |
| WELLS FARGO | P | 2001-01-01 | 2013-01-01 | $1,064,472 | $545,853 | $518,619 | $518,619 |
| WELLS FARGO CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2013-01-01 | $36,458 | $36,458 | $36,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,932,758 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $400,107 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,225,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,257,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,328,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,974,692 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05319 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,303,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,371,161 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,079,798 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,399,620 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05046 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,303,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,298,019 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05595 | DistributionYr5Rt |
| Total Distribution | 0.26159 | TotalDistributionRt |
| Average Distribution | 0.05232 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,918,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,512,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,957 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,546,922 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,422,695 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,914 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67,914 | SubtotalAmt |
| Tax Based On Investment Income | $67,914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $330 | EsPenaltyAmt |
| Tax Due | $16,244 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL FEATHER-FRANCIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6206241371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 W THIRD | AddressLine1 |
| City | LIBERAL | City |
| State | KS | State |
| ZIP Code | 67901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL FEATHER-FRANCIS | ||||||
| 1501 TUCKER COURT | LIBERAL | KS | 67901 | President | 20.00 | $54,000 |
| JAMES R YOXALL | ||||||
| 101 WEST FOURTH STREET | LIBERAL | KS | 67901 | Sec/Treas | 3.00 | $18,000 |
| RICHARD R YOXALL | ||||||
| 101 WEST FOURTH STREET | LIBERAL | KS | 67901 | Vice President | 3.00 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13625 CALIFORNIA ST STE 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $59,652 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,977,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $795,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,585,815 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,359,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,359,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $440,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,918,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,445,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,445,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,914 | TotalTaxAmt |
| Distributable Before Adj | $1,378,018 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,378,018 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,378,018 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,422,695 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,422,695 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,422,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,378,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,931 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,422,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,931 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,332,764 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $45,254 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carol Feather - Francis | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1356 | AddressLine1 |
| City | Liberal | City |
| State | KS | State |
| ZIP Code | 679051356 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6206241371 | RecipientPhoneNum |
| Form And Info And Materials | Proposal concerning needs; afailability of other funding; amount requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Monthly Board Meeting | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must meed criteria specified in original Trust. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED SCHEDULES | AddressLine1 |
| City | VARIOUS CITY STATES | City |
| State | KS | State |
| ZIP Code | 67901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | P & Gov't | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $1,370,706 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,370,706 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,686 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,280,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,932,758 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,576,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,576,558 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BBAC | CategoryTxt |
| Amt | $5,914 | Amt |
| Net Investment Income | $2,957 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,957 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| HP LAPTOP COMPUTER | 2006-12-07 | $2,444 | $2,138 | 58 | 0.1250 | $306 | |
| CHROMCRAFT TABLE & CHAIRS | 2009-07-23 | $1,990 | $680 | 91 | $199 | 10.0000 | |
| BATHROOM FLOORING | 2010-05-05 | $287 | $77 | 91 | $29 | 10.0000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PUBLIC DISCLOSURE FILE IS AVAILABLE | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $13,902 | $13,902 | ||
| Buildings | $40,482 | $40,143 | $339 | $51,000 |
| Land | $867,333 | $867,333 | $4,966,850 | |
| Miscellaneous | $239,538 | $239,538 | $2,567,965 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $4,434 | $3,323 | $1,111 |
| Buildings | $287 | $106 | $181 |
| Improvements | $27,750 | $27,750 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $6,846 | BOYBookValueAmt |
| EOY Book Value | $6,846 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAXES | $57,380 | $57,380 | |
| DUES & SUBSCRIPTIONS | $94 | $47 | $47 |
| MISCELLANEOUS | $30 | $15 | $15 |
| OFFICE EXPENSE | $154 | $77 | $77 |
| OFFICE SUPPLIES | $337 | $169 | $168 |
| POSTAGE/ TELEPHONE | $2,207 | $1,104 | $1,103 |
| Rental Expenses | $91,338 | $91,338 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $989 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO | CategoryTxt |
| Amt | $59,652 | Amt |
| Net Investment Income | $59,652 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2011 FEDERAL EXCISE | $17,401 | ||
| FEDERAL EXCISE ESTIMATES | $52,000 | ||
| KANSAS ANNUAL REPORT | $40 | ||
| OTHER | $10,319 | $10,319 | |
| PAYROLL TAXES | $2,754 | $1,377 | $1,377 |
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