Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
GARVEY KANSAS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)300 W DOUGLASROOM/SUITE 1050Room/suite
City or town, state, and ZIP code
WICHITA, KS67202
A Employer identification number

48-6115213
B Telephone number (see page 10 of the instructions)

(316) 291-8352
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$648,028
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities...... 11,119 11,119  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,780
b Gross sales price for all assets on line 6a 147,556
7 Capital gain net income (from Part IV, line 2)... 9,780
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 20,910 20,910  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 761 319   442
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 761 319   442
25 Contributions, gifts, grants paid........ 145,671 145,671
26 Total expenses and disbursements. Add lines 24 and 25 146,432 319   146,113
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -125,522
b Net investment income (if negative, enter -0-) 20,591
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 7,387 3,647 3,647
2 Savings and temporary cash investments.......... 6,185 21,419 21,420
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 847,603 Click to see attachment710,587 622,961
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 861,175 735,653 648,028
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 861,175 735,653
30 Total net assets or fund balances (see page 17 of the
instructions).................... 861,175 735,653
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 861,175 735,653
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 861,175
2 Enter amount from Part I, line 27a..................... 2 -125,522
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 735,653
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 735,653
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a HARTFORD CAPITAL APPRECIATION P 2006-11-14 2011-12-28
b THIRD AVENUE VALUE FUND P 2006-12-21 2011-12-28
c OPPENHEIMER MAIN STREET P 1997-03-13 2011-12-28
d DWS STRATEGIC VALUE FUND-CL C P 2007-09-25 2011-12-27
e DWS STRATEGIC VALUE FUND-CL A P 2007-09-25 2011-12-27
ESCROW WILLIAMS COMM P   2011-08-16
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 35,000   37,141 -2,141
b 56,194   54,831 1,363
c 7,996   7,165 831
d 29,123   27,917 1,206
e 7,396   10,722 -3,326
11     11
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -2,141
b       1,363
c       831
d       1,206
e       -3,326
      11
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 9,780
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 92,175 833,603 0.110574
2009 78,154 782,101 0.099928
2008 77,245 1,062,807 0.072680
2007 126,350 1,376,015 0.091823
2006 134,525 1,341,792 0.100258
2 Total of line 1, column (d) ...................... 2 0.475263
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.095053
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 823,912
5 Multiply line 4 by line 3....................... 5 78,315
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 206
7 Add lines 5 and 6......................... 7 78,521
8 Enter qualifying distributions from Part XII, line 4.............. 8 146,113
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 206
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 206
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 206
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,778
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,778
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,572
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet1,572 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletKS
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTRICIA GLIDEWELL Telephone no.bullet (316) 291-8229
    Located atbullet300 W DOUGLASWICHITAKS ZIP+4bullet67202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
     
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    JOHN K GARVEYClick to see attachment PRESIDENT
    1.00
    0 0 0
    300 W DOUGLAS SUITE 1050
    WICHITA,KS67202
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    825,632
    b
    Average of monthly cash balances.......................
    1b
    10,827
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    836,459
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    836,459
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    12,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    823,912
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    41,196
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    41,196
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    206
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    206
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    40,990
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    40,990
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    40,990
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    146,113
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    146,113
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    206
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    145,907
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 40,990
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 68,965
    b From 2007....... 60,511
    c From 2008....... 25,239
    d From 2009....... 39,188
    e From 2010....... 50,793
    fTotal of lines 3a through e......... 244,696
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 146,113
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2011 distributable amount..... 40,990
    e Remaining amount distributed out of corpus 105,123
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 349,819
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
     
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
     
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    68,965
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    280,854
    10 Analysis of line 9:
    a Excess from 2007.... 60,511
    b Excess from 2008.... 25,239
    c Excess from 2009.... 39,188
    d Excess from 2010.... 50,793
    e Excess from 2011.... 105,123
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACTON INSTITUTE FOR THE STUDY OF RE
    161 OTTAWA NW SUITE 301
    GRAND RAPIDS,MI49503
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    AEI-LEGAL CENTER FOR PUBLIC INTERES
    1150 17TH ST NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARI GENERAL OPERATIONS 2,000
    AMERICAN CONSERVATIVE UNION THE
    1007 CAMERON STREET
    ALEXANDRIA,VA22314
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    AMERICAN COUNCIL OF TRUSTEES AND AL
    1726 M STREET NW 10TH ST
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    AMERICAN COUNCIL ON SCIENCE & HEALT
    1995 BROADWAY 2ND FLR
    NEW YORK,NY10023
    NONE PUBLIC CHARI EDUCATION: PUBLIC POLICY PROGRAMMING 100
    AMERICAN FRIENDS OF THE IEA
    1201 L ST NW 2ND FLOOR
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    AMERICANS FOR PROSPERITY FDN - KANS
    2348 SW TOPEKA SUITE 201
    TOPEKA,KS66611
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    AMERICANS FOR PROSPERITY FDN-NATL
    1726 M STREET NW 10TH FL
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    AMERICANS FOR TAX REFORM
    722 12TH STREET NW STE
    WASHINGTON,DC20005
    NONE PUBLIC CHARI EDUCATION 1,000
    ATLAS ECONOMIC RESEARCH FDN
    1201 L ST NW
    WASHINGTON,DC20005
    NONE PUBLIC CHARI EDUCATION 5,100
    BALLET WICHITA INC
    PO BOX 20803
    WICHITA,KS67218
    NONE PUBLIC CHARI ARTS: PROGRAMMING 50
    BECKET FUND FOR RELIGIOUS LIBERTY
    1350 CONNECTICUT AVE NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARI GENERAL OPERATIONS 100
    BILL OF RIGHTS INSTITUTE THE
    200 N GLEBE RD STE 200
    ARLINGTON,VA22203
    NONE PUBLIC CHARI EDUCATION 500
    BOTANICAL GARDENS THE WICHITA
    701 N AMIDON
    WICHITA,KS67203
    NONE PUBLIC CHARI ARTS: PROGRAMMING 5,000
    BOY SCOUTS OF AMERICA-QUIVIRA COUNC
    1555 E 2ND ST
    WICHITA,KS67214
    NONE PUBLIC CHARI EDUCATION: YOUTH PROGRAMMING 3,750
    BREAKTHROUGH CLUB
    PO BOX 47563
    WICHITA,KS67201
    NONE PUBLIC CHARI EDUCATION: MENTAL HEALTH COUNSELING 25
    CURE
    223 W ERIE SUITE 2SW
    CHICAGO,IL60654
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    CAMP PINEROCK
    1400 PINE DRIVE
    PRESCOTT,AZ86303
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    CAPITAL RESEARCH CENTER
    1513 16TH ST NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    CATHOLIC CHARITIES-ANTHONY FAMILY S
    2100 M STREET NW 170-33
    WASHINGTON,DC20037
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    CATHOLIC INSIDER THE (CRISIS MAGAZ
    2100 M STREET NW 170-33
    WASHINGTON,DC20037
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 2,000
    CATHOLIC LEAGUE FOR RELIGIOUS AND C
    450 7TH AVE
    NEW YORK,NY10123
    NONE PUBLIC CHARI GENERAL OPERATIONS 50
    CENTER FOR GLOBAL PROSPERITY (CATO)
    1000 MASSACHUSETTS AVE N
    WASHINGTON,DC20001
    NONE PUBLIC CHARI GENERAL OPERATIONS 5,000
    CENTER FOR INDIVIDUAL RIGHTS
    1233 20TH ST NW STE 300
    WASHINGTON,DC20036
    NONE PUBLIC CHARI GENERAL OPERATIONS 100
    CENTER FOR SECURITY POLICY
    1901 PENNSYLVANIA AVE S
    WASHINGTON,DC20006
    NONE PUBLIC CHARI GENERAL OPERATIONS 1,000
    CENTER FOR THE DEFENSE OF FREE ENTE
    12500 NE 10TH PLACE
    BELLEVUE,WA98005
    NONE PUBLIC CHARI GENERAL OPERATIONS 100
    CENTERSTUDY OF AMERICAN CIVIC LITE
    PO BOX 4431
    WILMINGTON,DE19807
    NONE PUBLIC CHARI GENERAL OPERATIONS 250
    CEO KANSAS - CHILDREN FIRST
    3410 S KESSLER
    WICHITA,KS67217
    NONE PUBLIC CHARI SCHOLASHIPS 400
    CITIZENS AGAINST GOVERNMENT WASTE
    1301 CONNECTICUT AVE
    WASHINGTON,DC20036
    NONE PUBLIC CHARI GENERAL OPERATIONS 100
    CITIZENS IN CHARGE FDN
    2050 OLD BRIDGE ROAD SUI
    LAKE RIDGE,VA22192
    NONE PUBLIC CHARI GENERAL OPERATIONS 100
    COALITION FOR ECONOMIC EMPOWERMENT
    1300 PENNSYLVANIA NW SUIT
    WASHINGTON,DC20004
    NONE PUBLIC CHARI GENERAL OPERATIONS 100
    COMPETITIVE ENTERPRISE INSTITUTE
    1001 CONNECTICUT AVE NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARI GENERAL OPERATIONS 5,000
    DEFENSE FORUM FOUNDATION
    3014 CASTLE RD
    FALLS CHURCH,VA22044
    NONE PUBLIC CHARI EDUCATION 50
    DISCOVERY PLACE PRESCHOOL
    8305 E DOUGLAS
    WICHITA,KS67207
    NONE PUBLIC CHARI EDUCATION: YOUTH PROGRAMMING 50
    EAGLE FORUM
    PO BOX 618
    ALTON,IL62002
    NONE PUBLIC CHARI EDUCATION 250
    EISENHOWER FOUNDATION
    P O BOX 295
    ABILENE,KS67410
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    ETHICS AND PUBLIC POLICY CENTER TH
    1730 M STREET NW SUITE
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    FEDERALIST SOCIETY THE
    1015 18TH STREET NW SU
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION 100
    FOUNDATION FOR ECONOMIC EDUCATION
    30 S BROADWAY
    IRVINGTON ON HUDSON,NY10533
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 200
    FOUNDATION FOR INDIVIDUAL RIGHTS IN
    601 WALNUT ST STE 510
    PHILADELPHIA,PA19106
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    FOUNDATION FOR TEACHING ECONOMICS
    260 RUSSELL BLVD SUITE
    DAVIS,CA95616
    NONE PUBLIC CHARI EDUCATION: FREE ENTERPRISE PROGRAM 200
    FREE AFRICA FOUNDATION
    910 17TH STREET NW SU
    WASHINGTON,DC20006
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    FREE CONGRESS FOUNDATION COUNCIL O
    1423 POWHATAN STREE 2
    ALEXANDRIA,VA22314
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    FREE TO CHOOSE MEDIA
    2002 FILMORE AVENUE SUIT
    ERIE,PA16506
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    FREEDOM CENTER-CTR STUDY POPULAR CU
    14148 MAGNOLIA BLVD STE
    SHERMAN OAKS,CA91423
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    FREEDOM WORKS FOUNDATION
    601 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004
    NONE PUBLIC CHARI EDUCATION 1,000
    FRIENDS UNIV-GARVEY INSTITUTE OF LA
    2100 W UNIVERSITY
    WICHITA,KS67213
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    FUND AMERICAN STUDIES THE
    1706 NEW HAMPSHIRE AVENUE
    WASHINGTON,DC20009
    NONE PUBLIC CHARI EDUCATION 2,000
    FUNDAMENTAL LEARNING CENTER INC
    917 S GLENDALE
    WICHITA,KS67218
    NONE PUBLIC CHARI EDUCATION: LITERACY PROGRAMMING 50
    GOODWILL INDUSTRIES - EASTER SEALS
    3636 N OLIVER
    WICHITA,KS67208
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 100
    GREATER EDUCATIONAL OPPORTUNITIES F
    2540 N CAPITAL AVE SUIT
    INDIANAPOLIS,IN46208
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    HERITAGE FOUNDATION THE
    214 MASSACHUSETTS AVENUE
    WASHINGTON,DC20002
    NONE PUBLIC CHARI EDUCATION 5,000
    HIGHER GROUND
    247 N MARKET
    WICHITA,KS67202
    NONE PUBLIC CHARI EDUCATION: SUBSTANCE ABUSE PREVENTIO 1,000
    HILLSDALE COLLEGE
    33 E COLLEGE STREET
    HILLSDALE,MI49242
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    HOOVER INSTITUTION
    STANFORD UNIVERSITY
    STANFORD,CA94305
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 2,000
    HUDSON INSTITUTE
    1015 15TH STREET NW 6TH
    WASHINGTON,DC20005
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    IHS INSTITUTE FOR HUMANE STUDIES G
    3301 N FAIRFAX DRIVE SU
    ARLINGTON,VA22201
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    INDEPENDENT INSTITUTE THE
    100 SWAN WAY
    OAKLAND,CA94621
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 2,000
    INDEPENDENT SCHOOL THE
    8317 E DOUGLAS
    WICHITA,KS67207
    NONE PUBLIC CHARI EDUCATION 1,000
    INDEPENDENT WOMEN'S FORUM
    1726 M STREET NW SUITE 1
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    INSTITUTE FOR AMERICAN VALUES
    1841 BROADWAY SUITE 211
    NEW YORK,NY10023
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    INSTITUTE FO RFOREIGN POLICY ANALYS
    675 MASSACHUSETTS AVE 10
    CAMBRIDGE,MA02139
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE RD SUITE 9
    ARLINGTON,VA22203
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    INTERCOLLEGIATE STUDIES INSTITUTE
    3901 CENTERVILLE ROAD PO
    WILMINGTON,DE19807
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    INTERNA'L POLICY NETWORK (IPN)
    ROOMS 200-205 TEMPLE CHA
    UK
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    JAMES MADISON INSTITUTE THE
    2017 DELTA BLVD 102
    TALLAHASSEE,FL32315
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    JUNIOR ACHIEVEMENT OF WICHITA INC
    PO BOX 780683
    WICHITA,KS67278
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    JUVENILE DIABETES RESEARCH FDN INT'
    26 BROADWAY
    NEW YORK,NY10004
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    KANSANS FOR LIFE
    2501 E CENTRAL
    WICHITA,KS67214
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,561
    KANSANS FOR LIFE
    2501 E CENTRAL
    WICHITA,KS67214
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    KANSAS AVIATION MUSEUM
    3350 GEORGE WASHINGTON BL
    WICHITA,KS67210
    NONE PUBLIC CHARI EDUCATION: MUSEUM PROGRAMMING 100
    KANSAS BUSINESS HALL OF FAME
    1500 HIGHLAND STREET
    EMPORIA,KS66801
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    KANSAS CHAMBER COMMERCE & INDS ED
    835 SW TOPEKA BLVD
    TOPEKA,KS66612
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    KANSAS CHILDREN'S DISCOVERY CENTER
    P O BOX 4014
    TOPEKA,KS66604
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    KANSAS COUNCIL ON ECONOMIC EDUCATIO
    1845 FAIRMOUNT CAMPUS BOX
    WICHITA,KS67260
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    KANSAS FOODBANK WAREHOUSE
    1919 E DOUGLAS
    WICHITA,KS67211
    NONE PUBLIC CHARI WELFARE: ASSISTANCE 100
    KANSAS HUMANE SOCIETY
    3313 N HILLSIDE
    WICHITA,KS67219
    NONE PUBLIC CHARI WELFARE: ASSISTANCE 50
    KANSAS OIL & GAS MUSEUM
    383 E CENTRAL
    EL DORADO,KS67042
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    KANSAS POLICY INSTITUTE
    250 N WATER ST SUITE 2
    WICHITA,KS67202
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    KANSAS PUBLIC TV- KTPS
    320 W 21ST ST N
    WICHITA,KS67203
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 11,700
    KANSAS STATE HISTORICAL SOCIETY IN
    6425 SW 6TH AVE
    TOPEKA,KS66615
    NONE PUBLIC CHARI EDUCATION: MUSEUM PROGRAMMING 100
    KANSAS WILDSCAPE FOUNDATION
    2500 W 6TH ST SUITE G
    LAWRENCE,KS66049
    NONE PUBLIC CHARI EDUCATION: STATE PARK CABINS 25
    LIBRARY OF CONGRESS
    101 INDEPENDENCE AVE SE
    WASHINGTON,DC20540
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 12,500
    LIFE ISSUES INSTITUTE INC
    1821 W GALBRAITH RD
    CINCINNATI,OH45239
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    LORD'S DINER THE
    520 N BROADWAY
    WICHITA,KS67214
    NONE PUBLIC CHARI WELFARE: ASSISTANCE 100
    MACKINAC CENTER FOR PUBLIC POLICY
    140 W MAIN STREET
    MIDLAND,MI48640
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    MANHATTAN INSTITUTE FOR POLICY RESE
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    MARSHALL INSTITUTE
    1601 N KENT ST STE 802
    ARLINGTON,VA22209
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    MEALS ON WHEELS
    200 SOUTH WALNUT
    WICHITA,KS67213
    NONE PUBLIC CHARI WELFARE: ASSISTANCE 100
    MEDIA RESEARCH CENTER
    325 S PATRICK ST
    ALEXANDRIA,VA22314
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 5,000
    MERCATUS CENTER GEORGE MASON UNIVE
    3301 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22201
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    MINARET OF FREEDOM INSTITUTE
    4323 ROSEDALE AVENUE
    BETHESDA,MD20814
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    MONT PELERIN SOCIETY
    P O BOX 7031
    ALEXANDRIA,VA22307
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    MOVING PICTURE INSTITUTE
    375 GREENWHICH ST
    NEW YORK,NY10013
    NONE PUBLIC CHARI ARTS: PROGRAMMING 500
    MUSIC THEATER OF WICHITA
    225 W DOUGLAS STE 202
    WICHITA,KS67202
    NONE PUBLIC CHARI ARTS: PROGRAMMING 50
    NATIONAL CENTER FOR POLICY ANALYSIS
    12770 COIT ROAD
    DALLAS,TX75251
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 5,000
    NATIONAL MS SOCIETY
    733 THIRD AVE 3RD FLOOR
    NEW YORK,NY10017
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 90
    NATIONAL RIGHT TO WORK LEGAL DEFENS
    8001 BRADDOCK RD
    SPRINGFIELD,VA22160
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 5,000
    NETWORK OF ENLIGHTENED WOMEN - NEW
    6501 DEAN RD
    INDIANAPOLIS,IN46220
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    OLD COWTOWN MUSEUM - WICHITA
    1871 SIM PARK DR
    WICHITA,KS67203
    NONE PUBLIC CHARI EDUCATION: MUSEUM PROGRAMMING 100
    ORPHEUM PERFORMING ARTS CENTRE LTD
    200 N BROADWAY SUITE 10
    WICHITA,KS67202
    NONE PUBLIC CHARI ARTS: PROGRAMMING 5,000
    PHILADELPHIA SOCIETY THE
    11620 RUTAN CIRCLE
    JEROME,MI49249
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 200
    PHILANTHROPY ROUNDTABLE THE
    1150 17TH ST NW STE 503
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    PLYMOUTH CONGREGATIONAL CHURCH
    202 N CLIFTON
    WICHITA,KS67208
    NONE PUBLIC CHARI RELIGIOUS: PROGRAMMING 500
    RAINBOWS UNITED INC
    340 S BROADWAY
    WICHITA,KS67202
    NONE PUBLIC CHARI COMMUNITY: CAPITAL CAMPAIGN 100
    REASON FOUNDATION
    3415 S SEPULVEDA BLVD
    LOS ANGELES,CA90034
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    RECORDING FOR THE BLIND & DYSLEXIC
    20 ROSZEL ROAD
    PRINCETON,NJ08540
    NONE PUBLIC CHARI COMMUNITY: LITERACY PROGRAMMING 250
    RIORDAN CENTER
    3100 N HILLSIDE
    WICHITA,KS67256
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    ROTARY CLUB OF WICHITA
    106 W DOUGLAS AVE SUITE
    WICHITA,KS67202
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 500
    ROTARY CLUB OF WICHITA
    106 W DOUGLAS AVE SUITE
    WICHITA,KS67202
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 250
    SALVATION ARMY THE
    350 N MARKET
    WICHITA,KS67202
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 1,000
    SARAH'S HOPE FOUNDATION
    302 W 13TH ST
    WICHITA,KS67203
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 100
    SPRINGTIME OF FAITH
    7201 HAVE AVE E 170
    RANCHO CUCAMONGA,CA91701
    NONE PUBLIC CHARI RELIGIOUS: PROGRAMMING 50
    ST THOMAS AQUINAS CHURCH
    1215 N STRATFORD
    WICHITA,KS67206
    NONE PUBLIC CHARI RELIGIOUS: PROGRAMMING 3,000
    STATE POLICY NETWORK
    2020 14TH ST SUITE 250
    ARLINGTON,VA22201
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 200
    TAX FOUNDATION
    529 N 14TH ST NW STE 420
    WASHINGTON,DC20045
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 200
    TECHNOSERVE
    49 DAY STREET
    NORWALK,CT06854
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    THE LEADERSHIP INSTITUTION STEVEN
    1101 N HIGHLAND STREET
    ARLINGTON,VA22201
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    TREEHOUSE THE
    151 N VOLUTSIA
    WICHITA,KS67214
    NONE PUBLIC CHARI COMMUNITY: AID TO MOTHERS/INFANTS 5,000
    TREES FOR LIFE
    3006 W ST LOUIS
    WICHITA,KS67203
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 200
    TRINITY FORUM THE
    7902 WESTPARK DRIVE SUIT
    MCLEAN,VA22102
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    UNIVERSITY OF DENVER
    1101 13TH ST
    DENVER,CO80204
    NONE PUBLIC CHARI EDUCATION: SCHOLARSHIPS 100
    UNIVERSITY OF KANSAS ENDOWMENT- WES
    1445 JAYHAWK BLVD RM 3090
    LAWRENCE,KS66044
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    UNIVERSITY OF KANSAS ENDOWMENT-PHIL
    1445 JAYHAWK BLVD RM 3090
    LAWRENCE,KS66044
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 100
    VICTIMS OF COMMUNISM MEMORIAL FOUND
    1521 SIXTEENTH ST NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 100
    VIRGINIA MILITARY INSTITUTE KEYDET
    P O BOX 932
    LEXINGTON,VA24450
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    WASHBURN ENDOWMENT ASSOCIATION
    1729 SW MACVICAR AVE
    TOPEKA,KS66604
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    WASHINGTON LEGAL FOUNDATION
    2009 MASSACHUSETTS AVENUE
    WASHINGTON,DC20036
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    WICHITA ART MUSEUM THE
    1400 W MUSEUM BLVD
    WICHITA,KS67203
    NONE PUBLIC CHARI COMMUNITY: ARTS 580
    WICHITA ASSOCIATION FOR THE MOTION
    3337 E CENTRAL AVE STE 1
    WICHITA,KS67208
    NONE PUBLIC CHARI ARTS: PROGRAMMING 50
    WICHITA CENTER FOR THE ARTS
    9112 E CENTRAL
    WICHITA,KS67206
    NONE PUBLIC CHARI ARTS: PROGRAMMING 50
    WICHITA CHILDRENS HOME
    810 N HOLYOKE ST
    WICHITA,KS67208
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 100
    WICHITA CHILDRENS THEATER
    201 LULU
    WICHITA,KS67211
    NONE PUBLIC CHARI ARTS: PROGRAMMING 50
    WICHITA COMMITTEE ON FOREIGN RELATI
    1845 FAIRMOUNT
    WICHITA,KS67208
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 50
    WICHITA CRIME COMMISSION
    125 N MARKET SUITE 1115
    WICHITA,KS67202
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 1,290
    WICHITA GRAND OPERA
    225 W DOUGLAS
    WICHITA,KS67202
    NONE PUBLIC CHARI ARTS: PROGRAMMING 3,000
    WICHITA HABITAT FOR HUMANITY INC
    PO BOX 114
    WICHITA,KS67201
    NONE PUBLIC CHARI WELFARE: HOUSING ASSISTANCE 200
    WICHITA MONTESSORI SCHOOL
    8311 E DOUGLAS
    WICHITA,KS67207
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 250
    WICHITA SWIM CLUB
    8323 E DOUGLAS
    WICHITA,KS67207
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 200
    WICHITA SYMPHONY ORCHESTRA
    225 W DOUGLAS
    WICHITA,KS67202
    NONE PUBLIC CHARI ARTS: PROGRAMMING 100
    WORLD WAR II MEMORIAL
    PO BOX 96766
    WASHINGTON,DC20090
    NONE PUBLIC CHARI COMMUNITY: PROGRAMMING 100
    WOUNDED WARRIOR PROJECT FDN
    7020 AC SKINNER PKWY SUI
    JACKSONVILLE,FL32256
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 1,000
    YALE SCHOOL OF MANAGEMENT
    P O BOX 208200
    NEW HAVEN,CT06520
    NONE PUBLIC CHARI EDUCATION: PROGRAMMING 11,000
    YOUNG AMERICA'S FOUNDATION
    110 ELDEN STREET
    HERNDON,VA20170
    NONE PUBLIC CHARI EDUCATION: MEDIA ETHICS CLASS 500
    YOUNG MEN'S CHRISTIAN ASSOCIATION
    3330 N WOODLAWN
    WICHITA,KS67220
    NONE PUBLIC CHARI COMMUNITY: YOUTH PROGRAMMING 5,000
    Total .................................bullet 3a 145,671
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 11  
    4 Dividends and interest from securities....     14 11,119  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 9,780  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   20,910  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1320,910
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 CompensationExplanation
    Name:
    GARVEY KANSAS FOUNDATION
    EIN: 48-6115213
    Person Name Explanation
    JOHN K GARVEY  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    GARVEY KANSAS FOUNDATION
    EIN: 48-6115213
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BUILDERS INDEX FDS TR EMG MKTS 50 73,446 67,765
    COLUMBIA GLOBAL VALUE 33,872 18,723
    DIVERSINET CORP 8,326 8
    DWS DREMAN HIGH RETURN    
    DWS DREMAN HIGH RETURN FUND    
    EATON VANCE WORLDWIDE HEALTH 10,380 13,487
    FRANKLIN BIOTECHNOLOGY DISCOVERY-SA 64,841 42,712
    FRANKLIN RISING DIVIDENDS CL C 23,052 28,290
    HARTFORD CAPITAL APPRECIATION FUND 12,496 9,824
    INDEXIQ ETF TR IQ HEDGE MULTI 23,647 23,316
    ING VALUE CHOICE FUND CL A 28,322 25,919
    INTEL CORP 17,793 19,643
    ISHARES TR MSCI EMERGING MKTS 86,234 83,506
    LEUCADIA NATIONAL CORP 4,190 7,254
    LORD ABBETT ALL VALUE 22,878 30,160
    LORD ABBETT MID-CAP VALUE 33,224 30,743
    MFS VALUE FUND 19,778 25,469
    MICROSOFT CORP 44,294 25,571
    MUTUAL SERIES 17,938 17,240
    OPPENHEIMER MAINSTREET 40,267 35,228
    SELIGMAN COMMUNICATIONS 14,280 21,847
    TEMPLETON FOREIGN 41,764 22,199
    TEMPLETON SMALL CO 69,772 49,495
    THIRD AVENUE SMALL CAP VALUE 19,793 24,562
    THIRD AVENUE VALUE    

    TY 2011 OtherExpensesSchedule
    Name:
    GARVEY KANSAS FOUNDATION
    EIN: 48-6115213
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    FILING FEES        
    PORTFOLIO DEDUCTIONS 319 319    
    ENTERTAINMENT 80     80
    POSTAGE 12     12
    SUPPLIES 200     200
    BANK CHARGES 150     150