2013-11-19T11:51:48-06:00 2013-06-30 203844413 DIEHL BANWART BOLTON CPAs PA PO BOX 469 FORT SCOTT KS 66701 990 2012-07-01 481093604 The Ellis Foundation ELLI 6202232232 PO Box 54 Fort Scott KS 66701 Chris Ellis 6202232232 2013-11-19 1 CAROL J HILL P00228069 6202234300 2012 2015-11-30 17:44:51Z Chris Ellis PO Box 54 Fort Scott KS 66701 5020602 0 X theellisfoundation.org X 1990 KS To provide High School graduates who have limited financial resources, access to higher education. We do so by enabling individuals, corporations, foundations, and institutions to partner with us to provide scholarships that prepare capable students to become America's future leaders. 7 7 8 0 0 0 9172379 3420868 0 0 98183 392267 0 0 9270562 3813135 1149237 1078798 0 0 365852 551427 0 0 0 143908 182897 1658997 1813122 7611565 2000013 11425091 13957388 506 72293 11424585 13885095 X Our mission is to provide High School graduates access to higher education. We do so by enabling individuals, corporations, foundations, and institutions to partner with us to provide scholarships that prepare students to become America's future leaders. 0 0 1042598 Educational scholarships to students who submit written applications to the Foundation. A personal interview with Foundation personnel is required for all potential scholarship recipients. 33000 Assistance provided to the Beacon, Inc. in Fort Scott, Kansas. The Beacon serves approximately 400 low income families in Bourbon County Kansas by providing food and clothing. 3200 Other donations. 3200 1078798 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 8 1 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Matt Messer 6202232232 10 State St Fort Scott KS 66701 Danny Ellis 1.00 X 0 0 0 Willa Ellis 1.00 X 0 0 0 Chris Ellis 40.00 X X 137282 0 0 Catherine Ellis 20.00 X X 124228 0 0 Tom Scott 1.00 X 0 0 0 Bobby Patton 1.00 X 0 0 0 Michael Cillessen 1.00 X 0 0 0 261510 0 0 2 0 0 0 0 3420868 3420868 364320 364320 1235414 1207467 27947 27947 27947 3813135 392267 0 0 36200 36200 1042598 1042598 261510 261510 219289 219289 34127 34127 36501 36501 31 31 5675 5675 51686 51686 4389 4389 20277 20277 18526 18526 31198 31198 1340 1340 43602 43602 Vehicle expenses 5486 5486 Other expenses 687 687 1813122 1078798 734324 0 441973 800607 3148723 1758175 4369 3605 572665 111645 478386 461020 7351640 10933981 11425091 13957388 506 72293 506 72293 X 10166172 10377427 1258413 2040429 1467239 11424585 13885095 11425091 13957388 2000013 460497 0 X 0 1 X 0 0 X 2153385 1667854 1260577 9172379 3420868 17675063 2153385 1667854 1260577 9172379 3420868 17675063 8300331 9374732 115621 61199 110154 98183 392267 777424 18452487 0.50800 0.43050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 238766 238766 0 0 0 1467239 19308 1486547 0 0 0 0 0.00000 0.98700 0.01300 0 0 6022 6022 422551 37273 385278 83517 55442 28075 60575 18930 41645 461020 US Trust 1657158 F Burke Lawton Brewer 7499119 F Oppenheimer Investments 107904 F Wells Fargo Advisors 1431034 F Learning Quest 529 Accounts 238766 F 10933981 X 4273633 460498 460498 3813135 0 3813135 1813122 0 1813122 0 1813122 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The Foundation is exempt from income taxes under Section 501 (c) (3) of the Internal Revenue Code and a similar provision of state law. Therefore, no provision for income taxes has been included in the Foundation's financial statements. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable authorities. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examination for years prior to 2010. 1 The Beacon 525 E 6th St Fort Scott KS 66701 480996386 501(c)3 33000 Assist local not for profit who provides food and clothing to over 400 low income families. 1 0 College Scholarships 183 1042598 Book/FMV Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Scholarships are awarded to students and paid directly to the college or university. Students must provide documentation to the Foundation regarding their enrollment and grades in order to maintain the scholarship. Form 990, Part VI, Section A, line 2 Chris Ellis is the son of Danny & Willa Ellis. Catherine Ellis is the wife of Chris Ellis. Form 990, Part VI, Section A, line 6 When the Foundation was established the governing documents named 2 members. Those members have no authority with regard to the policies or procedures of the Foundation. Form 990, Part VI, Section B, line 11 A copy of the Form 990 is provided to the Board Members as part of the meeting materials. Any Directors not present will receive an email with the Form 990 attached. Form 990, Part VI, Section B, line 12c The Board of Directors reviews all policies at its annual meeting. Any potential conflicts of interest are disclosed and documented. Form 990, Part VI, Section B, line 15a The Board of Directors determines the Executive Director's compensation. The Executive Director sets the compensation of all other employees, and those amounts are approved by the Board of Directors. Form 990, Part VI, Section C, line 19 Interested parties may request a copy of the Foundation's governing documents, policies or financial statements by contacting the office in Fort Scott, Kansas.