LOUIS W BAEHR & DOLPHA BAEHR FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LOUIS W BAEHR & DOLPHA BAEHR FOUNDATION (EIN 48-6129741)
Tax period
2013-05-01 to 2014-04-30
Filed
2014-07-28
IRS object ID
201422099349100607
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-28T09:37:49-07:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AGLER & GAEDDERT CHARTEREDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1020AddressLine1
CityOTTAWACity
StateKSState
ZIP Code660671020ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486129741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS W BAEHR AND DOLPHA BAEHR CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone9132943811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIRST OPTION TRUST DEPT PO BOX BAddressLine1
CityPAOLACity
StateKSState
ZIP Code66071ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFIRST OPTION BANK TRUST DEPTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9132943811PhoneNum
Signature2014-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCILLE L HINDERLITERPreparerPersonNm
Phone7852423170PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,546,257FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$150,879DividendsRevAndExpnssAmt
Dividends Net Invst Incm$150,879DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$37,544CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,881TotalRevAndExpnssAmt
Total Net Invst Incm$188,425TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$53,350CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,670CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$42,680CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$55,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,670TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,830TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,970ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,970ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$211,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,670TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,589ExcessRevenueOverExpensesAmt
Net Investment Income$177,755NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$995CashBOYAmt
Sav And Temp Cash Invst BOY$13,778SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,499SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,499SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$50,793USGovernmentObligationsBOYAmt
US Government Obligations EOY$50,444USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$46,590USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,229,089CorporateStockBOYAmt
Corporate Stock EOY$1,184,667CorporateStockEOYAmt
Corporate Stock EOYFMV$5,463,168CorporateStockEOYFMVAmt
Total Assets BOY$1,294,655TotalAssetsBOYAmt
Total Assets EOY$1,271,610TotalAssetsEOYAmt
Total Assets EOYFMV$5,546,257TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,487,654CapitalStockBOYAmt
Capital Stock EOY$3,525,198CapitalStockEOYAmt
Retained Earning BOY-$2,192,999RetainedEarningBOYAmt
Retained Earning EOY-$2,253,588RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,294,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,271,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,294,655TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,271,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,294,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,589ExcessRevenueOverExpensesAmt
Other Increases$37,544OtherIncreasesAmt
Subtotal$1,271,610SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,271,610TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-11-18AcquiredDt
Sold2013-05-08SoldDt
Gross Sales Price$82,305GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$44,761CostOrOtherBasisAmt
Gain Or Loss$37,544GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$37,544GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,544CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$221,971AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,426,839NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050142DistributionYr1Rt
Adjusted Qlfy Distri Yr2$187,192AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,125,449NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045375DistributionYr2Rt
Adjusted Qlfy Distri Yr3$284,431AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,035,505NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070482DistributionYr3Rt
Adjusted Qlfy Distri Yr4$172,270AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,970,644NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043386DistributionYr4Rt
Adjusted Qlfy Distri Yr5$196,856AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,070,604NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048360DistributionYr5Rt
Total Distribution0.257745TotalDistributionRt
Average Distribution0.051549AverageDistributionRt
Net Vl Noncharitable Assets$5,062,240NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$260,953AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,778NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$262,731AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,555SubtotalAmt
Tax Based On Investment Income$3,555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,754EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,754TotalPaymentsAndCreditsAmt
Original Return Overpayment-$3,754OriginalReturnOverpaymentAmt
Overpayment$199OverpaymentAmt
Applied To ES Tax$199AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FIRST OPTION BANK TRUST DEPTBusinessNameLine1
FieldValueIRS element (for citing)
Phone9132943811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1702 BAPTISTEAddressLine1
CityPAOLACity
StateKSState
ZIP Code66071ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST OPTION BANKBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX BAddressLine1
CityPAOLACity
StateKSState
ZIP Code66071ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$53,350CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,119,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,886AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,139,330TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,139,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,062,240NetVlNoncharitableAssetsAmt
Minimum Investment Return$253,112MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$253,112MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,555TaxBasedOnInvestmentIncomeAmt
Total Tax$3,555TotalTaxAmt
Distributable Before Adj$249,557DistributableBeforeAdjAmt
Distributable Before Ded$249,557DistributableBeforeDedAmt
Distributable As Adjusted$249,557DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,800ExpensesAndContributionsAmt
Qualifying Distributions$200,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$200,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$249,557DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$13,907ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$4,235ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,142TotalExcessDistributionCyovAmt
Qualifying Distributions$200,800QualifyingDistributionsAmt
Applied To Current Year$200,800AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$18,142ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$18,142ExcessDistributionCyovAppCYAmt
Undistributed Income CY$30,615UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBOARD OF TRUSTEES BAEHR CHARITABLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1FIRST OPTION BANK TRUST DEPARTMENTAddressLine1
CityPAOLACity
StateKSState
ZIP Code66071ZIPCode
FieldValueIRS element (for citing)
Recipient Phone9132943811RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHED APPLICATIONSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED APPLICATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED SCHEDULEBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1OF CHARITABLE ORGANIZATIONSAddressLine1
CityPAOLACity
StateKSState
ZIP Code66071ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation StatusN/ARecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitableGrantOrContributionPurposeTxt
Amt$155,970Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,970TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$150,879ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$150,881ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,881TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionNET CAPITAL GAINSDescription
Amount$37,544Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt

Comments

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