-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
BERRY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
2402 E 37TH ST N
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA
,
KS
67219
A Employer identification number
20-3942107
B
Telephone number (see instructions)
(316) 832-0171
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
151,272
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
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 instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
350,000
2
Check
.............
3
Interest on savings and temporary cash investments
1,106
1,106
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
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
........
351,106
1,106
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,200
2,200
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
64
40
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
30
30
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,294
2,270
0
25
Contributions, gifts, grants paid
.......
526,769
526,769
26
Total expenses and disbursements.
Add lines 24 and 25
529,063
2,270
526,769
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-177,957
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
363,158
151,272
151,272
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
363,158
151,272
151,272
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
363,158
151,272
29
Total net assets or fund balances
(see instructions)
.....
363,158
151,272
30
Total liabilities and net assets/fund balances
(see instructions)
.
363,158
151,272
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
363,158
2
Enter amount from Part I, line 27a
.....................
2
-177,957
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
185,201
5
Decreases not included in line 2 (itemize)
5
33,929
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
151,272
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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 instructions). If (loss), enter -0-
in Part I, line 8
...................
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?
Yes
No
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 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))
2018
661,060
698,804
0.945988
2017
605,359
780,925
0.775182
2016
710,877
695,557
1.022026
2015
541,383
890,118
0.608215
2014
307,826
556,570
0.553077
2
Total
of line 1, column (d)
.....................
2
3.904488
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.780898
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
253,358
5
Multiply line 4 by line 3
......................
5
197,847
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
197,847
8
Enter qualifying distributions from Part XII, line 4
,.............
8
526,769
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.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and 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
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
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 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
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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 instructions)
KS
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
No
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
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
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
WALTER T BERRY
Telephone no.
(316) 832-0171
Located at
2402 E 37TH ST N
WICHITA
KS
ZIP+4
67219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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 instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
1c
No
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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 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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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 instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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 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
FRED F BERRY JR
PRESIDENT/DIRECTOR
1.00
0
0
0
2402 E 37TH ST N
WICHITA
,
KS
67219
WALTER T BERRY
SECRETARY/TREASURER/DIRECT
1.00
0
0
0
2402 E 37TH ST N
WICHITA
,
KS
67219
DANIEL J SCHEER
DIRECTOR
1.00
0
0
0
2402 E 37TH ST N
WICHITA
,
KS
67219
2
Compensation of five highest-paid employees (other than those included on line 1—see 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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see 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
.............
0
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
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see 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
0
b
Average of monthly cash balances
.......................
1b
257,216
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
257,216
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
257,216
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,858
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
253,358
6
Minimum investment return.
Enter 5% of line 5
..................
6
12,668
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
12,668
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
12,668
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
12,668
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
12,668
Part XII
Qualifying Distributions
(see 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
526,769
b
Program-related investments—total from Part IX-B
..................
1b
0
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
526,769
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 instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
526,769
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
12,668
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
676,145
d
From 2017
......
566,315
e
From 2018
......
626,168
f
Total
of lines 3a through e
........
1,868,628
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
526,769
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
12,668
e
Remaining amount distributed out of corpus
514,101
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,382,729
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
2,382,729
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
676,145
c
Excess from 2017
....
566,315
d
Excess from 2018
....
626,168
e
Excess from 2019
....
514,101
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see 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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
OFFICERS OF THE FOUNDATION
2402 E 37TH ST N
WICHITA
,
KS
672010829
(316) 832-0171
b
The form in which applications should be submitted and information and materials they should include:
THE BERRY FOUNDATION WAS ESTABLISHED TO EXPEND FUNDS TO RECOGNIZED CHARITABLE ORGANIZATIONS. THE CHARITABLE CONTRIBUTIONS ARE MADE AT THE DISCRETION OF THE OFFICERS OF THE FOUNDATION. NO GRANTS, SCHOLARSHIPS, FELLOWSHIPS, OR OTHER SIMILAR BENEFITS ARE AWARDED AND NO APPLICATION FORMS HAVE BEEN DESIGNED FOR SUCH PURPOSES.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALL FUNDS OF THE FOUNDATION ARE INVESTED IN INTEREST-BEARING INSTRUMENTS AND ALL INCOME EARNED IS EXPENDED TO CHARITIES.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
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)
a
Paid during the year
AMERICAN ENTERPRISE INSTITUTE
1789 MASSACHUSETTS AVE
WASHINGTON
,
DC
20036
NONE
PC
ANNUAL GIFT
2,000
AMERICAN HEART ASSOCIATION
8630 E 32ND CT N
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
300
AMERICAN RED CROSS
1900 E DOUGLAS
WICHITA
,
KS
67201
NONE
PC
SPONSOR HEROES SPONSORSHIP
2,500
AMIGOS DE SER
1020 N MAIN SUITE B
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
250
AOPA
421 AVIATION WAY
FREDERICK
,
MD
21701
NONE
PC
ANNUAL GIFT
1,000
ARC OF SEDGWICK COUNTY - SPECIAL
2919 W 2ND
WICHITA
,
KS
67203
NONE
PC
HELP RESTORE LIGHTS AFTER VANDALISM
1,000
BIG BROTHERS BIG SISTERS
310 E 2ND ST
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,000
BOTANICA
701 N AMIDON
WICHITA
,
KS
67203
NONE
PC
PLEDGE FOR CAROUSEL BUILDING
10,000
BOTANICA
701 N AMIDON
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
300
BOTANICA
701 N AMIDON
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
5,000
BOTANICA
701 N AMIDON
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
500
BREAKTHROUGH
PO BOX 47563
WICHITA
,
KS
67201
NONE
PC
ANNUAL GIFT
500
BRIDGET'S CRADLES
PO BOX 130
ANDOVER
,
KS
67002
NONE
PC
ANNUAL GIFT
1,000
CATHOLIC CHARITIES
437 N TOPEKA
WICHITA
,
KS
67202
NONE
PC
CRUISE NIGHT
1,200
CATHOLIC CHARITIES
437 N TOPEKA
WICHITA
,
KS
67202
NONE
PC
BAGS TO RICHIES
200
CATHOLIC CHARITIES
437 N TOPEKA
WICHITA
,
KS
67202
NONE
PC
OUR DAILY BREAD FOOD PANTRY
1,000
CENTER OF HOPE
400 N EMPORIA
WICHITA
,
KS
67202
NONE
PC
ANNUAL BENEFIT DINNER
400
CENTRAL KANSAS FCA
14110 E TWINLAKE DR
WICHITA
,
KS
67230
NONE
PC
FELLOWSHIP OF CHRISTIAN ATHLETES
5,000
CENTRAL KS PRISON MINISTRY
PO BOX 1279
EL DORADO
,
KS
67042
NONE
NC
ANNUAL GIFT
1,000
CEREBRAL PALSY RESEARCH FOUNDATION
5111 E 21ST ST N
WICHITA
,
KS
67208
NONE
PC
RIVER CITY ROLL
500
CHRISTIAN FELLOWSHIP SCHOOL
4600 CHRISTIAN FELLOWSHIP RD
COLUMBIA
,
MO
65203
NONE
PC
ANNUAL GIFT
1,000
COMMUNITY COLLEGE FO AURORA
16000 E CENTRE TECH PKWY
AURORA
,
CO
80011
NONE
PC
SCHOLARSHIP
3,404
COMMUNITY COLLEGE FO AURORA
16000 E CENTRE TECH PKWY
AURORA
,
CO
80011
NONE
PC
SCHOLARSHIP
1,434
COMMUNITY COLLEGE OF AURORA
16000 E CENTRE TECH PKWY
AURORA
,
CO
80011
NONE
PC
SCHOLARSHIP
3,817
COMMUNITY COLLEGE OF AURORA
16000 E CENTRE TECH PKWY
AURORA
,
CO
80011
NONE
PC
SCHOLARSHIP
21,869
COMMUNITY FOUNDATION OF GUNNISON VALLEY
PO BOX 7057
GUNNISON
,
CO
81230
NONE
PC
ANNUAL GIFT
5,000
DE BOER FOUNDATION
8621 E 21ST ST STE 250
WICHITA
,
KS
67206
NONE
PF
ANNUAL GIFT
1,000
DOC'S FRIENDS
PO BOX 771089
WICHITA
,
KS
67277
NONE
PC
2019 GALA & OSK KOSH ($7500 BF-F)
17,500
DOWN SYNDROME SOCIETY
9415 E HARRY STE 405
WICHITA
,
KS
67207
NONE
PC
JOKERS & JAZZ BANQUET
600
DR MATTIAS SOCIETY
1102 S HILLSIDE ST
WICHITA
,
KS
67211
NONE
PC
ANNUAL GIFT
1,000
EAA CHAPTER 88
3612 N WEBB RD WICHITA
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
500
EASTMINSTER CHURCH
1958 N WEBB RD
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
20,000
EASTMINSTER CHURCH
1958 N WEBB RD
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
20,000
EASTMINSTER CHURCH
1958 N WEBB RD
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
20,000
EASTMINSTER CHURCH
1958 N WEBB RD
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
20,000
EHS CHEER
1230 S 167TH ST WEST
GODDARD
,
KS
67052
NONE
PC
FUNDRAISING
150
EVANGELICAL PRES CHURCH
1545 E 135TH ST W
WICHITA
,
KS
67235
NONE
PC
ANNUAL GIFT
1,000
EXPLORATION PLACE
300 N MCLEAN
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
500
FINNEY COUNTY UNITED WAY
PO BOX 1268
GARDEN CITY
,
KS
67846
NONE
PC
ANNUAL GIFT
400
FLOWERS ON DOUGLAS
1551 N WATERFRONT 320
WICHITA
,
KS
67206
NONE
NC
BEAUTIFY DOWNTOWN
1,000
FREEDOM HOOVES THERAPEUTIC
14252 E 13TH ST N
WICHITA
,
KS
67230
NONE
PC
ANNUAL GIFT
500
FRIENDS UNIVERSITY
2100 W UNIVERSITY AVE
WICHITA
,
KS
67213
NONE
PC
ANNUAL GIFT
1,500
FUNDAMENTAL LEARNING CENTER
2220 E 21ST N
WICHITA
,
KS
67214
NONE
PC
PLEDGE
50,000
FUNDAMENTAL LEARNING CENTER
2220 E 21ST N
WICHITA
,
KS
67214
NONE
PC
GARDEN PARTY 2019
2,000
FUNDAMENTAL LEARNING CENTER
2220 E 21ST N
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
1,500
GIVING THE BASICS
10921 E 26TH ST NORTH
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
1,000
GOODWILL
3636 N OLIVER
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
500
GREATER WICHITA YMCA
3330 N WOODLAWN
WICHITA
,
KS
67220
NONE
PC
ANNUAL GIFT
250
GUADALUPE HEALTH FOUNDATION
940 SOUTH ST FRANCIS
WICHITA
,
KS
67211
NONE
PC
WINEFEST 2019
2,000
HABITAT FOR HUMANITY
130 E MURDOCK ST 102
WICHITA
,
KS
67214
NONE
PC
RAISE THE ROOF SPONSER
5,000
HARRY HYNES MEMORIAL HOSPICE
630 N ST FRANCIS
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
300
HAVARD BUSINESS SCHOOL
HARVARD BUSINESS SCHOOL SOLDIERS
FIELD
BOSTON
,
MA
02163
NONE
PC
ANNUAL GIFT
1,000
HEART OF AMERICA BSA
10210 HOLMES RD
KANSAS CITY
,
MO
64131
NONE
PC
ANNUAL GIFT
300
HEARTSPRING
8700 E 29TH ST N
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
2,700
HIS HELPING HANDS
1441 E 37TH ST N
WICHITA
,
KS
67219
NONE
PC
ANNUAL GIFT
2,000
HOLY SAVIOR CATHOLIC CHURCH
1425 N CHAUTAUQUA
WICHITA
,
KS
67214
NONE
PC
PLEDGE PAYMENT
15,000
HOLY SAVIOR CATHOLIC CHURCH
1425 N CHAUTAUQUA
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
5,000
HOPE NET
2501 E CENTRAL SUITE 2
WICHITA
,
KS
67214
NONE
PC
SPONSORSHIP
5,000
HOPE NET
2501 E CENTRAL SUITE 2
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
3,000
INST FOR FAITH WORK & ECON
8227 OLD COURTHOUSE RD SUITE 310
TYSONS
,
VA
22182
NONE
PC
ANNUAL GIFT
3,000
INTER-FAITH MINISTRIES
829 N MARKET
WICHITA
,
KS
67214
NONE
PC
HUMANITARIAN AWARDS
1,500
JAYHAWK AREA BSA
1020 SE MONROE
TOPEKA
,
KS
66601
NONE
PC
ANNUAL GIFT
300
JUNIOR ACHIEVEMENT
505 S BROADWAY
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,000
KPTS
PO BOX 288
WICHITA
,
KS
67201
NONE
PC
ANNUAL GIFT
250
KS AFRICAN AMERICAN MUSEUM
601 N WATER
WICHITA
,
KS
67203
NONE
PC
GALA
250
KS AVIATION MUSEUM
3350 GEORGE WASHINGTON BLVD
WICHITA
,
KS
67210
NONE
PC
ANNUAL GIFT
250
KS COSMOSHPERE
1100 N PLUM ST
HUTCHINSON
,
KS
67501
NONE
PC
ANNUAL GIFT
1,000
KS COUNCIL ON ECONOMIC EDUCATION
1845 N FAIRMOUNT
WICHITA
,
KS
67208
NONE
PC
ANNUAL GIFT
500
KS FOOD BANK
806 E BOSTON
WICHITA
,
KS
67211
NONE
PC
ANNUAL GIFT
500
KS INDEPENDENT COLLEGE FUND
700 S KANSAS AVE SUITE 511
TOPEKA
,
KS
66603
NONE
PC
ANNUAL GIFT
1,000
KS POLICY INST
250 N WATER SUITE 216
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,000
KVC HOSPITALS
1507 W 21ST ST
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
5,000
LEAD WICHITA
2229 S WEST ST
WICHITA
,
KS
67213
NONE
PC
GLOBAL LEADERSHIP SUMMIT
4,505
MAKE-A-WISH
1144 ST FRANCIS NORTH
WICHITA
,
KS
67214
NONE
PC
SHAKER FULL OF WISHES
1,000
MCWILLIAMS YMCA CYPRESS CREEK
19915 TX-249
HOUSTON
,
TX
77070
NONE
PC
ANNUAL GIFT
1,000
MORNING STAR RANCH
1176 BANNER RD
FLORENCE
,
KS
66851
NONE
PC
ANNUAL GIFT
1,500
MUSEUM OF THE BIBLE
400 4TH ST SW
WASHINGTON
,
DC
20024
NONE
PC
ANNUAL GIFT
1,000
MUSIC THEATRE WICHITA
225 W DOUGLAS
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,500
OH BE JOYFUL CHURCH
625 MAROON AVE
CRESTED BUTTE
,
CO
81224
NONE
PC
ANNUAL GIFT
5,000
OH BE JOYFUL CHURCH
625 MAROON AVE
CRESTED BUTTE
,
CO
81224
NONE
PC
ANNUAL GIFT
1,000
OH BE JOYFUL CHURCH
625 MAROON AVE
CRESTED BUTTE
,
CO
81224
NONE
PC
ANNUAL GIFT
1,000
OLD COWTOWN MUSEUM
1865 MUSEUM BLVD
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
500
OPEN DOOR
PO BOX 2756
WICHITA
,
KS
67201
NONE
PC
ANNUAL GIFT
250
PANDO INITIATIVE
412 S MAIN SUITE 212
WICHITA
,
KS
67202
NONE
PC
SPONSOR STAR SPONSORSHIP
300
PANDO INITIATIVE
412 S MAIN SUITE 212
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,000
PRAIRIE VIEW
PO BOX 467
NEWTON
,
KS
67114
NONE
PC
ANNUAL GIFT
500
PRISON FELLOWSHIP
44180 RIVERSIDE PKWY
LANSDOWNE
,
VA
20176
NONE
PC
ANNUAL GIFT
1,000
PROJECT ACCESS
1102 S HILLSIDE ST
WICHITA
,
KS
67211
NONE
PC
ANNUAL GIFT
500
QUIVIRA COUNCIL BSA
1555 E 2ND
WICHITA
,
KS
67201
NONE
PC
ANNUAL GIFT
1,000
RAINBOWS UNITED
3223 N OLIVER
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
1,000
REASONS TO BELIEVE
818 S OAK PARK RD
COVINA
,
CA
91724
NONE
PC
ANNUAL GIFT
2,000
RISE UP FOR YOUTH
2418 E 9TH ST N
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
1,000
ROTARY CLUB OF WICHITA
106 W DOUGLAS
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
500
SALEM UNITED METHODIST CHURCH
115 OLD MAIN ST
NEWTON
,
KS
67114
NONE
PC
MEMORIAL GIFT
100
SALVATION ARMY
310 N MARKET
WICHITA
,
KS
67202
NONE
PC
SPECIAL FOR EMERGENCY FUND
5,000
SAMARITAN'S PURSE
PO BOX 3000
BOONE
,
NC
28607
NONE
PC
ANNUAL GIFT
2,000
SAMARITAN'S PURSE
PO BOX 3000
BOONE
,
NC
28607
NONE
PC
ANNUAL GIFT
1,000
SEDGWICK COUNTY ZOO
5555 ZOO BLVD
WICHITA
,
KS
67212
NONE
PC
ZOOBILEE
7,810
SENIOR SERVICES
200 S WALNUT
WICHITA
,
KS
67213
NONE
PC
BUILDING FOR THE BOOMERS PLEDGE
12,500
SERGE - KIM MACCORKLE
101 WEST AVE
JEKINTOWN
,
PA
19046
NONE
PC
ANNUAL GIFT
1,000
SHEILD 616
5550 TECH CENTER DR
COLORADO SPRINGS
,
CO
80919
NONE
PC
ANNUAL GIFT
500
SOCIETY FOR THE PRESERVATION OF GREEK HOUSING
PO BOX 2765
CHAMPAIN
,
IL
61825
NONE
PC
ANNUAL GIFT
5,000
SOS INC
1211 S EMPORIA ST
WICHITA
,
KS
67211
NONE
PC
JEFF HARSHMAN (PER JON BERRY)
2,000
ST JOSEPH CATHOLIC CHURCH
132 S MILLWOOD AVE
WICHITA
,
KS
67213
NONE
PC
MEMORIAL GIFT
1,000
ST VINCENT DE PAUL CATHOLIC CHURCH
123 N ANDOVER RD
ANDOVER
,
KS
67002
NONE
PC
MEMORIAL GIFT
200
STARKEY
4500 W MAPLE ST
WICHITA
,
KS
67209
NONE
PC
ANNUAL GIFT
5,000
STEPSTONE
1329 S BLUFFVIEW
WICHITA
,
KS
67218
NONE
PC
ANNUAL GIFT
500
STERLING COLLEGE
125 W COOPER AVE
STERLING
,
KS
67579
NONE
PC
ANNUAL GIFT
5,000
STERLING COLLEGE
125 W COOPER AVE
STERLING
,
KS
67579
NONE
PC
FRED - COOPER SOCIETY
1,500
STERLING COLLEGE
125 W COOPER AVE
STERLING
,
KS
67579
NONE
PC
2ND HALF FO SERLING NOW PLEDGE
15,000
SUSAN'S KIDS
2525 N HIGH POINT CIRCLE
WICHITA
,
KS
67205
NONE
PC
1/2 OF SPONSORSHIP
18,000
SUSAN'S KIDS
2525 N HIGH POINT CIRCLE
WICHITA
,
KS
67205
NONE
PC
1/2 OF SPONSORSHIP
18,000
THE ARC FO SEDGWICK COUNTY
2919 W 2ND
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
1,000
THE IMA FOUNDATION
8200 E 32ND ST N
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
250
THE LORD'S DINER
532 N BROADWAY
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
1,000
THE SALVATION ARMY
310 N MARKET
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
3,000
THE SALVATION ARMY
310 N MARKET
WICHITA
,
KS
67202
NONE
PC
SPONSOR LEADERSHIP SPONSORSHIP
1,500
THE SALVATION ARMY
310 N MARKET
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,000
TRINITY ACADEMY
12345 E 21ST
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
1,000
TULSA AREA UNITED WAY
1430 S BOULDER AVE
TULSA
,
OK
74119
NONE
PC
ANNUAL GIFT
800
US CHAMBER OF COMMERCE
3930 W 29TH ST S 20
WICHITA
,
KS
67217
NONE
NC
ANNUAL GIFT
3,000
UNITED WAY OF GREATER TOPEKA
1527 SW FAIRLANW RD
TOPEKA
,
KS
66604
NONE
PC
ANNUAL GIFT
200
UNITED WAY OF THE PLAINS
245 N WATER
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
10,500
UNITED WAY OF THE PLAINS
245 N WATER
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
10,500
UNIVERSITY OF ILLINOIS FOUNDATION
1305 W GREEN ST
URBANA
,
IL
61801
NONE
PC
ACLG FUND
2,000
URBAN LEAGUE OF KS
1802 E 13TH
WICHITA
,
KS
67214
NONE
PC
AWARDS DINNER
750
URBAN LEAGUE OF KS
1802 E 13TH
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
500
VIA CHRISTI FOUNDATION
723 N MCLEAN BLVD
WICHITA
,
KS
67203
NONE
PC
ANNUAL GIFT
5,000
VICTORY IN THE VALLEY
3755 E DOUGLAS
WICHITA
,
KS
67218
NONE
PC
ANNUAL GIFT
200
WESTMINSTER WOODS FOR BOBCAT
18487 BARBER RD
FALL RIVER
,
KS
67047
NONE
PC
ANNUAL GIFT
18,000
WICHITA - SEDGWICK COUNTY HIST MUS
204 S MAIN
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
250
WICHITA AERO CLUB
12828 E 13TH ST N SUITE 1
WICHITA
,
KS
67230
NONE
PC
ANNUAL GALA
1,250
WICHITA ART MUSEUM
619 STACKMAN
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,000
WICHITA CHILDREN'S HOME
7271 E 37TH ST N
WICHITA
,
KS
67226
NONE
PC
PICKLEBALL
1,000
WICHITA CHILDREN'S HOME
7271 E 37TH ST N
WICHITA
,
KS
67226
NONE
PC
ANNUAL GIFT
2,000
WICHITA COLLEGIATE TOM DAVIS
9115 E 13TH ST NORTH
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
1,000
WICHITA FESTIVALS
444 E WILLIAM
WICHITA
,
KS
67202
NONE
PC
AUTUMN & ART PATRON PASSES
280
WICHITA METRO CRIME COMMISSION
125 N MARKET SUITE 1115
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
600
WICHITA SYMPHONY SOCIETY
225 W DOUGLAS
WICHITA
,
KS
67202
NONE
PC
ANNUAL GIFT
1,500
WORLD IMPACT
3701 E 13TH
WICHITA
,
KS
67214
NONE
PC
DALLAS MEN'S RETREAT
5,000
WORLD IMPACT - WICHITA
3701 E 13TH
WICHITA
,
KS
67214
NONE
PC
ANNUAL GIFT
1,000
WSU FOUNDATION
1845 N FAIRMOUNT
WICHITA
,
KS
67208
NONE
PC
ANNUAL GIFT
10,000
WSU FOUNDATION
1845 N FAIRMOUNT
WICHITA
,
KS
67208
NONE
PC
NAC - FRED
1,500
WSU FOUNDATION
1845 N FAIRMOUNT
WICHITA
,
KS
67208
NONE
PC
ANNUAL GIFT
1,500
WSU FOUNDATION
1845 N FAIRMOUNT
WICHITA
,
KS
67208
NONE
PC
ANNUAL GIFT
5,000
YMCA OF GREATER KC
3100 BROADWAY SUITE 1020
KANSAS CITY
,
MO
64111
NONE
PC
ANNUAL GIFT
250
YMCA OF TOPEKA
421 SW VAN BUREN
TOPEKA
,
KS
66603
NONE
PC
ANNUAL GIFT
250
YOUNG LIFE
6505 E CENTRAL
WICHITA
,
KS
67206
NONE
PC
ANNUAL GIFT
2,500
YOUTH ENTREPRENEURS
4111 E 37TH ST N SUITE D101
WICHITA
,
KS
67220
NONE
PC
ANNUAL GIFT
1,000
YOUTH ENTREPRENEURS
4111 E 37TH ST N SUITE D101
WICHITA
,
KS
67220
NONE
PC
SPONSOR BIZ SPONSORSHIP
200
YOUTH ENTREPRENEURS
4111 E 37TH ST N SUITE D101
WICHITA
,
KS
67220
NONE
PC
SPONSOR BIZ SPONSORSHIP
400
YOUTH HORIZONS
1601 E DOUGLAS
WICHITA
,
KS
67211
NONE
PC
ANNUAL GIFT
2,000
AED FOUNDATION
615 W 22ND
OAKBROOK
,
IL
60523
NONE
PC
ANNUAL PLEDGE
10,000
Total
.................................
3a
526,769
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
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 instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,106
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
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)
..
0
1,106
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,106
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description