KEY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KEY CHARITABLE TRUST (EIN 48-6107304)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349102321
- Schema version
- 2011v1.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T16:25:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203844413 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIEHL BANWART BOLTON CPAs PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486107304 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KEYC | NameControl |
| Phone | 6202232000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1 |
| City | FORT SCOTT | City |
| State | KS | State |
| ZIP Code | 66701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PENNY POLLOCK-BARNES | Name |
| Title | TRUSTEE | Title |
| Phone | 6202232000 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL J HILL | Name |
| PTIN | P00228069 | PTIN |
| Phone | 6202234300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3540222 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 98791 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 98791 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14701 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14701 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -112 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 359886 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 26305 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 26305 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 139685 | TotalRevenueAndExpenses |
| Total Net Investment Income | 139797 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11724 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 11724 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1430 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1430 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 898 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 898 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4727 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4727 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18779 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18779 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 177012 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 177012 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 195791 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18779 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 177012 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -56106 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 121018 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35401 | CashBOY |
| Cash EOY | 5735 | CashEOY |
| Cash EOYFMV | 5735 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 86916 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 167736 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 167736 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 917077 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1160343 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1164625 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 72904 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 72304 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 46222 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 423387 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 423387 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 418057 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1500899 | InvestmentsOtherBOY |
| Investments Other EOY | 1150899 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1298627 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 439220 | OtherAssetsBOY |
| Other Assets EOY | 439220 | OtherAssetsEOY |
| Other Assets EOYFMV | 439220 | OtherAssetsEOYFMV |
| Total Assets BOY | 3475804 | TotalAssetsBOY |
| Total Assets EOY | 3419624 | TotalAssetsEOY |
| Total Assets EOYFMV | 3540222 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 675 | AccountsPayableBOY |
| Accounts Payable EOY | 601 | AccountsPayableEOY |
| Total Liabilities BOY | 675 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 601 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3475129 | CapitalStockBOY |
| Capital Stock EOY | 3419023 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 3475129 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3419023 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3475804 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3419624 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3475129 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -56106 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3419023 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3419023 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | RAYMOND JAMES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2004-06-02 | DateAcquired |
| Date Sold | 2011-12-15 | DateSold |
| Gross Sales Price | 359886 | GrossSalesPrice |
| Cost Or Other Basis | 359998 | CostOrOtherBasis |
| Gain Or Loss | -112 | GainOrLoss |
| Gains Minus Excess Or Losses | -112 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -112 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 188643 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3551770 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053112 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 76005 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3331826 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.022812 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 128945 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3277767 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039339 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 219848 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3471895 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063322 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 78906 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3399721 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.023210 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.201795 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040359 | AverageDistributionRatio |
| Net Noncharitable Assets | 3527708 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 142375 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1210 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 143585 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 177012 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1210 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1210 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1210 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1399 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1399 | TotalCreditsAndPayments |
| Overpayment | 189 | Overpayment |
| Amount Credited To Next Year | 189 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PENNY POLLOCK-BARNES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6202232000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 5862 | 0 | 0 |
| CHRISTOPHER BARNES | ||||||||
| 965 215TH STREET | FORT SCOTT | KS | 66701 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| HEATHER POLLOCK | ||||||||
| 951 FELL ST APT 324 | BALTIMORE | MD | 21231 | TRUSTEE | 5.00 | 5862 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YOUTH MINISTRIES OF BOURBON COUNTY FORT SCOTT KS PROVIDES SAFE ENVIRONMENT AND ACTIVITIES FOR AREA YOUTH | Description1 |
| Expenses1 | 25000 | Expenses1 |
| Description2 | FIRST PRESBYTERIAN CHURCH FORT SCOTT KS LOCAL CHURCH | Description2 |
| Expenses2 | 79000 | Expenses2 |
| Description3 | MERCY HOSPITAL CANCER CENTER TO PROVIDE LOCAL CANCER TREATMENT FACILITY | Description3 |
| Expenses3 | 12000 | Expenses3 |
| Description4 | FORT SCOTT AREA COMMUNITY FOUNDATION WHICH PROVIDES FUNDING FOR VARIOUS COMMUNITY PROJECTS | Description4 |
| Expenses4 | 10000 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2994314 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 147895 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 439220 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3581429 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3581429 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 53721 | CashDeemedCharitable |
| Net Noncharitable Assets | 3527708 | NetNoncharitableAssets |
| Minimum Investment Return | 176385 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 176385 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1210 | TaxBasedOnInvestmentIncome |
| Total Tax | 1210 | TotalTax |
| Distributable Amount Before Adj | 175175 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 175175 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 175175 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 177012 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 177012 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1210 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 175802 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 175175 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 24161 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 177012 | QualifyingDistributions |
| Applied To Year1 | 24161 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 152851 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 22324 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM K POLLOCK | ContributingManager |
| Contributing Manager | AILEEN C POLLOCK | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PENNY POLLOCK-BARNES | RecipientName |
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 Number | 6202232000 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN DESCRIPTION OF NEED AND USE OF FUNDS. NAME AND ADDRESS FOR EACH PAYMENT. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MERCY HOSPITAL FOUNDATION | |||||||
| 401 WOODLAND HILLS BLVD | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $12,000 |
| PRESBYTERIAN CHURCH | |||||||
| 6TH PINE | PITTSBURG | KS | 66762 | NONE | CHURCH | DONATION | $2,000 |
| BOURBON COUNTY CASA | |||||||
| 11 N BROADWAY | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 308 S CRAWFORD | FORT SCOTT | KS | 66701 | NONE | CHURCH | DONATION | $79,000 |
| 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 | SCHOLARSHIPS | $3,882 |
| FORT SCOTT COMMUNITY COLLEGE | |||||||
| 2108 S HORTON | FORT SCOTT | KS | 66701 | NONE | EDUCATIONAL INSTITUT | DONATION | $6,795 |
| FORT SCOTT COMMUNITY COLLEGE ENDOWMENT ASSOCIATION | |||||||
| 2108 S HORTON | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $6,500 |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE 200 | KANSAS CITY | MO | 64108 | NONE | OTHER PUBLIC CHARITY | DONATION | $5,000 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | |||||||
| 906 GRAND BLVD 11 | KANSAS CITY | MO | 64106 | NONE | OTHER PUBLIC CHARITY | DONATION | $6,000 |
| OLIVET NAZARENE UNIVERSITY | |||||||
| ONE UNIVERSITY AVE | BOURBONNAIS | IL | 60914 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| PITTSBURG STATE UNIVERSITY | |||||||
| 1701 S BROADWAY | PITTSBURG | KS | 66762 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| LABETTE COMMUNITY COLLEGE | |||||||
| 200 S 14TH | PARSONS | KS | 66357 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| OKLAHOMA CITY COMMUNITY COLLEGE | |||||||
| 7777 S MAY AVE | OKLAHOMA CITY | OK | 73159 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| ROCKHURST UNIVERSITY | |||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| SPECIAL OLYMPICS OF NORTH CAROLINA | |||||||
| 2200 GATEWAY CENTRE BLVD 201 | MORRISVILLE | NC | 27560 | NONE | OTHER PUBLIC CHARITY | DONATION | $2,000 |
| ST CLOUD TECHNICAL COMMUNITY COLLEGE | |||||||
| 1540 NORTHWAY DRIVE | ST CLOUD | MN | 56303 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $1,835 |
| UNITED WAY OF BOURBON COUNTY | |||||||
| PO BOX 286 | FORT SCOTT | KS | 66701 | NONE | OTHER PUBLIC CHARITY | DONATION | $2,000 |
| UNIVERSITY OF ARKANSAS AT LITTLE ROCK | |||||||
| 2801 S UNIVERSITY AVE | LITTLE ROCK | AR | 72204 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 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) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 177012 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 98791 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14701 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 26305 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -112 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 139685 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 139685 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumber |
| 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. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,430 | Amount |
| Net Investment Income | 1430 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | RAYMOND JAMES - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 423387 | EOYBookValue |
| EOYFMV | 418057 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RAYMOND JAMES - STOCKS | 31517 | 7930 |
| RAYMOND JAMES - PREFERRED SECURITIES | 40787 | 38292 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1160343 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1164625 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| RAYMOND JAMES - CLOSED END FUNDS | AT COST | 243454 | 223850 |
| RAYMOND JAMES - CERTIFICATES OF DEPOSIT | AT COST | 630000 | 651080 |
| RAYMOND JAMES - REIT'S/TANGIBLES | AT COST | 277445 | 423697 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDUAL VALUE OF TRUST | Description |
| BOY Book Value | 439220 | BOYBookValue |
| EOY Book Value | 439220 | EOYBookValue |
| EOYFMV | 439220 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 28 | 28 | 0 |
| MISCELLANEOUS | 4699 | 4699 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RAYMOND JAMES - LTD PARTNERSHIPS | Description |
| Revenue And Expenses Per Books | 26305 | RevenueAndExpensesPerBooks |
| Net Investment Income | 26305 | NetInvestmentIncome |
| Adjusted Net Income | 26305 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $898 | Amount |
| Net Investment Income | 898 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments