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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
BAUGHMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 1356
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LIBERAL
,
KS
67905
A Employer identification number
48-6108797
B
Telephone number (see instructions)
(620) 624-1371
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)
$
31,503,043
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)
2
Check
.............
3
Interest on savings and temporary cash investments
3,589
3,589
4
Dividends and interest from securities
...
583,661
583,661
5a
Gross rents
............
475,549
475,549
b
Net rental income or (loss)
346,847
6a
Net gain or (loss) from sale of assets not on line 10
138,817
b
Gross sales price for all assets on line 6a
27,474,036
7
Capital gain net income (from Part IV, line 2)
...
138,817
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)
.......
113,869
113,499
12
Total.
Add lines 1 through 11
........
1,315,485
1,315,115
13
Compensation of officers, directors, trustees, etc.
90,000
45,000
45,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
6,788
3,394
3,394
b
Accounting fees (attach schedule)
.......
5,645
2,823
2,822
c
Other professional fees (attach schedule)
....
93,354
93,354
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
18,643
17,246
1,397
19
Depreciation (attach schedule) and depletion
...
382
382
20
Occupancy
..............
3,266
1,633
1,633
21
Travel, conferences, and meetings
.......
241
121
120
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
134,570
133,194
1,376
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
352,889
297,147
55,742
25
Contributions, gifts, grants paid
.......
1,715,948
1,715,948
26
Total expenses and disbursements.
Add lines 24 and 25
2,068,837
297,147
1,771,690
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-753,352
b
Net investment income
(if negative, enter -0-)
1,017,968
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
.........
620,971
630,079
629,908
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)
.......
8,059,689
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
1,161,255
Less: accumulated depreciation (attach schedule)
54,045
1,107,210
1,107,210
11,741,648
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
10,962,166
18,253,284
19,131,487
14
Land, buildings, and equipment: basis
39,594
Less: accumulated depreciation (attach schedule)
32,701
152
6,893
15
Other assets (describe
)
18,161
17,561
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
20,768,349
20,015,027
31,503,043
17
Accounts payable and accrued expenses
..........
919
949
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)
.........
919
949
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
20,767,430
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
20,767,430
20,014,078
30
Total liabilities and net assets/fund balances
(see instructions)
.
20,768,349
20,015,027
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
20,767,430
2
Enter amount from Part I, line 27a
.....................
2
-753,352
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
20,014,078
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
20,014,078
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.)
1 a
2285 00287Y109 ABBVIE INC
P
2019-05-29
2019-07-02
b
445 XXX-XX-XXXX APPLE INC
P
2018-12-19
2019-07-15
c
1235 XXX-XX-XXXX BIG LOTS INC
P
2018-08-31
2019-05-17
d
4380 26078J100 DOWDUPONT INC
P
2019-01-31
2019-04-22
e
8620 XXX-XX-XXXX HAIN CELESTIAL GROUP
P
2018-11-15
2019-05-29
270 68389X105 ORACLE CORPORATION
P
2018-06-29
2019-01-23
15230 XXX-XX-XXXX OWENS ILLINOIS INC NEW
P
2018-11-13
2019-08-09
6150 75281A109 RANGE RESOURCES CORP
P
2018-10-05
2019-05-22
10325 XXX-XX-XXXX SKECHERS USA INC
P
2018-09-13
2019-07-30
1335 83088M102 SKYWORKS SOLUTIONS INC
P
2018-12-06
2019-01-03
2675 XXX-XX-XXXX UNITED STATES STEEL CORP
P
2018-11-21
2019-08-27
6550 02005N100 ALLY FINANCIAL INC
P
2016-04-29
2019-08-13
5830 XXX-XX-XXXX BIG LOTS INC
P
2018-03-05
2019-05-17
2670 XXX-XX-XXXX CHEESECAKE FACTORY INC
P
2018-02-09
2019-02-22
600 XXX-XX-XXXX DISNEY WALT COMPANY
P
2018-06-06
2019-07-15
26675 XXX-XX-XXXX GULFPORT ENERGY CORP
P
2018-03-05
2019-08-14
2800 69318G106 PBF ENERGY INC
P
2017-05-31
2019-02-21
8275 75281A109 RANGE RESOURCES CORP
P
2018-03-05
2019-05-22
1330 83088M102 SKYWORKS SOLUTIONS INC
P
2016-08-19
2019-01-03
4980 XXX-XX-XXXX TYSON FOODS INC
P
2018-07-30
2019-09-09
6695 XXX-XX-XXXX UNITED STATES STEEL CORP
P
2018-08-23
2019-08-27
6590 XXX-XX-XXXX VOYA FINANCIAL INC
P
2016-05-06
2019-09-09
710 98956P102 ZIMMER BIOMET HOLDINGS
P
2016-04-29
2019-09-09
1765.012 00089H106 ACS ACTIVIDADES DE CONST
P
2018-11-14
2019-09-16
307 XXX-XX-XXXX AIA GROUP LTD SPONSORED ADR
P
2018-11-14
2019-09-16
19 XXX-XX-XXXX ABBOTT LABORATORIES
P
2019-09-16
2019-09-18
457 00435F309 ACCOR S A SPONSORED
P
2019-08-23
2019-09-16
4175 00766T100 AECOM
P
2018-11-13
2019-09-16
2050 XXX-XX-XXXX AFFILIATED MANAGERS GROUP
P
2019-05-17
2019-09-16
14 XXX-XX-XXXX AIR PRODUCTS & CHEMICALS
P
2019-09-16
2019-09-18
371 XXX-XX-XXXX AIRBUS SE ADR
P
2018-11-14
2019-09-16
621 02209S103 ALTRIA GROUP INC
P
2019-09-16
2019-09-20
1220 XXX-XX-XXXX APPLE INC
P
2019-01-03
2019-09-16
1635 03938L203 ARCELORMITTAL LUXEMBOURG
P
2018-11-14
2019-06-03
321 XXX-XX-XXXX AXA-ADR
P
2018-11-14
2019-09-16
22 XXX-XX-XXXX BB&T CORP
P
2019-09-16
2019-09-18
282 05523R107 BAE SYSTEMS PLACE
P
2018-11-14
2019-09-16
406 XXX-XX-XXXX BASF SE SPONSORED
P
2018-11-14
2019-09-16
1608 05545E209 BHP GROUP PLC
P
2018-11-21
2019-10-10
260 XXX-XX-XXXX BAIDU INC
P
2019-03-08
2019-08-13
9308 05964H105 BANCO SANTANDER CENT HISPANO
P
2018-11-14
2019-06-04
730 06652K103 BANKUNITED INC
P
2018-10-12
2019-09-16
8 09247X101 BLACKROCK IN
P
2019-09-16
2019-09-18
971 XXX-XX-XXXX BRITISH AMERN TOB
P
2018-11-14
2019-01-24
80 13961R100 CAPGEMINI SE
P
2019-09-10
2019-09-16
766 XXX-XX-XXXX CARLSBERG AS-B
P
2018-11-14
2019-09-16
5730 15135B101 CENTENE CORP
P
2019-07-19
2019-09-16
6 XXX-XX-XXXX COCA COLA COMPANY
P
2019-09-16
2019-09-18
47 20030N101 COMCAST CORP
P
2019-09-16
2019-09-18
11815 XXX-XX-XXXX COMMERCIAL METALS
P
2019-08-27
2019-09-16
107 23304Y100 DBS GROUP HOLDINGS
P
2018-11-14
2019-09-16
4034 XXX-XX-XXXX XTRACKERS USD HIGH
P
2019-01-10
2019-06-03
523 23328E106 DNB ASA
P
2018-11-14
2019-09-16
3038 XXX-XX-XXXX DAIMLER AG
P
2019-01-16
2019-08-19
687 23636T100 DANONE
P
2018-11-14
2019-09-16
1282 XXX-XX-XXXX DEUTSCHE BOERSE AG
P
2018-11-14
2019-09-16
258 25157Y202 DEUTSCHE POST AG
P
2018-11-14
2019-09-16
5635 XXX-XX-XXXX DOW INC
P
2019-08-23
2019-09-16
928 XXX-XX-XXXX E.ON-SE-SPON
P
2018-11-14
2019-09-16
584 29286D105 ENGIE SPON
P
2018-11-14
2019-09-16
159 XXX-XX-XXXX ESSILOR INTL
P
2018-11-14
2019-09-16
438 XXX-XX-XXXX FANUC CORP
P
2018-11-14
2019-09-16
1500 31428X106 FEDEX CORPORATION
P
2019-08-23
2019-09-16
1715 XXX-XX-XXXX GENL DYNAMICS CORP
P
2019-05-20
2019-09-16
186 XXX-XX-XXXX HSBC HOLDINGS
P
2018-11-14
2019-09-16
2554 40434L105 HP INC
P
2019-09-16
2019-10-21
83 XXX-XX-XXXX HITACHI LTD
P
2019-06-06
2019-09-16
13 XXX-XX-XXXX HOME DEPOT
P
2019-09-16
2019-09-18
14 XXX-XX-XXXX HONEYWELL INTERNATIONAL
P
2019-09-16
2019-09-18
2 XXX-XX-XXXX ILLINOIS TOOL WORKS
P
2019-09-16
2019-09-18
593 XXX-XX-XXXX INDUSTRIA DE DISENO TEXTILE IN
P
2018-11-14
2019-09-16
2728 XXX-XX-XXXX INTERNATIONAL CONS AIRLINES
P
2019-01-14
2019-02-28
3031 46115H107 INTESA SANPAOLO
P
2018-11-14
2019-05-31
29598 XXX-XX-XXXX ISHARES
P
2019-06-03
2019-09-16
20447 XXX-XX-XXXX ISHARES
P
2019-01-10
2019-06-03
10565 XXX-XX-XXXX ISHARES
P
2018-11-16
2019-01-02
23533 46429B267 ISHARES
P
2019-01-02
2019-01-10
11654 46431W507 ISHARES
P
2018-11-16
2019-01-02
11614 46641Q837 JPMORGAN
P
2018-11-16
2019-01-02
6090 XXX-XX-XXXX JETBLUE AIRWAYS CORP
P
2019-03-11
2019-09-16
7 XXX-XX-XXXX JOHNSON & JOHNSON
P
2019-09-16
2019-09-18
938 48137C108 JULIUS BAER GROUP
P
2018-11-14
2019-09-16
606 XXX-XX-XXXX KUBOTA CORP
P
2018-11-14
2019-03-15
11 XXX-XX-XXXX ELI LILLY & CO
P
2019-09-16
2019-09-18
2650 XXX-XX-XXXX LLOYDS BANKING GROUP PLC
P
2018-11-14
2019-09-16
2965 XXX-XX-XXXX MAGELLAN HEALTH
P
2019-07-30
2019-09-16
3350 56585A102 MARATHON PETROLEUM
P
2019-07-19
2019-09-16
15 57772K101 MAXIM INTEGRATED PROD
P
2019-09-16
2019-09-18
131 XXX-XX-XXXX MICROSOFT CORP
P
2019-09-16
2019-11-15
1302 XXX-XX-XXXX MURATA MANUFACTURING
P
2018-11-15
2019-11-05
843 XXX-XX-XXXX NASPERS LTD NEW
P
2019-05-06
2019-10-31
9865 XXX-XX-XXXX NATIONAL GENERAL
P
2019-08-23
2019-09-16
3495 64110D104 NETAPP
P
2019-09-09
2019-09-16
93 65339F101 NEXTERA ENERGY
P
2019-09-16
2019-10-07
919 65558R109 NORDEA BANK
P
2018-11-14
2019-09-16
92 67077M108 NUTRIEN LTD
P
2019-06-12
2019-09-16
2381 XXX-XX-XXXX ORANGE
P
2018-11-14
2019-07-10
487 XXX-XX-XXXX OTSUKA HOLDINGS
P
2018-11-14
2019-09-16
2125 XXX-XX-XXXX PVH
P
2019-09-09
2019-09-16
293 XXX-XX-XXXX PAYCHEX
P
2019-09-16
2019-12-17
12 XXX-XX-XXXX PEPSICO INCORPORATED
P
2019-09-16
2019-09-18
1098 XXX-XX-XXXX PFIZER
P
2019-09-16
2019-11-15
1992 72201R783 PIMCO
P
2019-01-10
2019-06-03
1916 72201R833 PIMCO ETF TRUST
P
2018-11-16
2019-01-02
2130 XXX-XX-XXXX PULTE GROUP INC
P
2019-03-27
2019-09-16
129 74975E303 RWE AKTIENGESELLSCHAFT
P
2019-08-20
2019-09-16
1300 76026T205 REPSOL YPF
P
2018-11-14
2019-09-23
807 XXX-XX-XXXX ROCHE HOLDINGS
P
2018-11-14
2019-09-16
362 XXX-XX-XXXX ROLLS ROYCE
P
2019-05-15
2019-09-16
738 XXX-XX-XXXX KONINKLIJKE DSM
P
2018-11-14
2019-09-16
359 XXX-XX-XXXX ROYAL DUTCH SHELL
P
2018-11-14
2019-11-01
2284 78464A417 SPDR BLOOMBERG
P
2019-01-10
2019-03-19
35735 78464A664 SPDR PORTFOLIO ETF LOND TERM
P
2019-06-03
2019-09-16
40558 78464A672 SPDR BLLOMBERG ETF BARCLAYS
P
2019-06-03
2019-09-16
11674 78468R408 SPDR BLOOMBERG ETF BARCLAYS SH
P
2019-01-10
2019-06-03
12673 78468R622 SPDR SER TR BLOOMBERG
P
2019-01-10
2019-06-03
12739 78468R663 SPDR SER TR ETF SPDR BLOOMBERG
P
2018-11-16
2019-01-02
189 XXX-XX-XXXX SAP SE
P
2018-11-14
2019-09-16
421 XXX-XX-XXXX SECOM LTD
P
2018-11-14
2019-09-16
2350 81783H105 SEVEN & I HOLDINGS ADR
P
2018-11-14
2019-04-23
15 XXX-XX-XXXX SIMON PROPERTY GROUP
P
2019-09-16
2019-09-18
375 83175M205 SMITH & NEPHEW PLC
P
2018-11-14
2019-09-16
6046 86562M209 SUMITOMO MITSUI FINL
P
2018-11-14
2019-08-12
16 XXX-XX-XXXX STARBUCKS CORP
P
2019-09-16
2019-09-18
11 XXX-XX-XXXX SYSCO
P
2019-09-16
2019-09-18
4483 XXX-XX-XXXX TESCO PLC
P
2019-04-30
2019-10-15
1410 XXX-XX-XXXX TORAY INDUSTRIES
P
2018-12-24
2019-11-15
822 89151E109 TOTAL S..
P
2018-11-14
2019-06-06
7 XXX-XX-XXXX US BANCORP
P
2019-09-16
2019-09-18
7760 XXX-XX-XXXX URBAN OUTFITTERS
P
2019-07-19
2019-09-16
38 91913Y100 VALERO ENERGY
P
2019-09-16
2019-09-18
8 92939U106 WEC ENERGY GROUP
P
2019-09-16
2019-09-18
3 G5960L103 MEDTRONIC PLC
P
2019-09-16
2019-09-18
675 N00985106 EARCAP HLDGS
P
2018-11-14
2019-09-16
.88 00089H106 ACS ACTIVIDADES CASH IN LIEU
P
2019-07-26
2019-07-26
261 82622J104 SIEMENS HEALTHINEERS ADR
P
2019-03-27
2019-09-16
3785 02005N100 ALLY FINANCIAL INC
P
2017-03-27
2019-09-16
9040 XXX-XX-XXXX AMERICAN EQUITY INVESTMENT LIF
P
2018-05-03
2019-09-16
3335 XXX-XX-XXXX ATLAS AIR WORLDWIDE HOLDINGS
P
2017-05-17
2019-09-16
11045 XXX-XX-XXXX BANK OF AMERICA CORP
P
2016-11-10
2019-09-16
4925 06652K103 BANKUNITED INC
P
2018-04-12
2019-09-16
895 09062X103 BIOGEN INC
P
2018-03-05
2019-09-16
14920 12621E103 CNO FINL GROUP
P
2018-09-13
2019-09-16
3350 XXX-XX-XXXX COMMERICIAL METALS CO
P
2018-09-13
2019-09-16
2250 XXX-XX-XXXX DISNEY WALT COMPANY
P
2018-08-08
2019-09-16
25372.18 XXX-XX-XXXX DOUBLELINE FDS TR TOTAL RETURN
P
2014-09-25
2019-06-19
22335 XXX-XX-XXXX FNB CORP
P
2018-01-05
2019-09-16
5470 XXX-XX-XXXX INTERNATIONAL PAPER CO
P
2011-03-09
2019-09-16
969 XXX-XX-XXXX ISHARES MSCI ETF EMERGING MKTS
P
2017-02-22
2019-06-19
422 46625H100 JPMORGAN CHASE & CO
P
2013-11-05
2019-09-18
8785 XXX-XX-XXXX JETBLUE AIRWAYS CORP
P
2018-02-01
2019-09-16
7020 59156R108 METLIFE INC
P
2018-03-05
2019-09-16
7150 62886E108 NCR CORP NEW
P
2018-08-24
2019-09-16
7980 XXX-XX-XXXX OPEN TEXT CORP
P
2018-09-13
2019-09-16
2670 68389X105 ORACLE CORPORATION
P
2018-06-29
2019-09-16
1862 XXX-XX-XXXX SECOM LTD
P
2018-11-14
2019-11-25
1575 XXX-XX-XXXX TORAY INDUSTRIES
P
2018-11-14
2019-11-15
890 XXX-XX-XXXX TYSON FOODS INC
P
2018-07-30
2019-09-16
4427.6 92828W361 VIRTUS FUNDS VIRTUS VONTOBEL E
P
2015-11-16
2019-06-19
2040 98956P102 ZIMMER BIOMET HOLDINGS
P
2018-03-05
2019-09-16
4790 G0684D107 ATHENE HOLDINGS
P
2018-03-05
2019-09-16
80 N00985106 AERCAP HLDGS
P
2018-11-14
2019-11-18
43 n07059210 asml holding nv
P
2019-03-26
2019-09-16
264 N6596X109 NXP SEMICONDUCTORS
P
2018-12-18
2019-12-11
Capital Gain Dividends
(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
168,586
181,164
-12,578
b
91,194
74,063
17,131
c
39,712
53,872
-14,160
d
167,410
158,170
9,240
e
185,826
193,043
-7,217
13,161
11,870
1,291
195,308
276,254
-80,946
49,634
103,408
-53,774
363,426
295,802
67,624
81,344
93,888
-12,544
27,719
70,561
-42,842
206,388
139,205
67,183
211,707
253,333
-41,626
126,942
125,504
1,438
86,823
61,053
25,770
102,027
456,172
-354,145
99,569
57,359
42,210
78,613
153,593
-74,980
81,040
95,356
-14,316
399,012
333,513
65,499
69,375
184,596
-115,221
342,945
232,675
110,270
94,511
81,239
13,272
14,867
13,343
1,524
12,430
9,959
2,471
1,591
1,588
3
3,919
3,948
-29
158,852
133,965
24,887
181,565
207,439
-25,874
3,105
3,054
51
12,099
10,010
2,089
25,290
25,713
-423
267,360
184,642
82,718
25,237
39,714
-14,477
8,080
7,983
97
1,163
1,159
4
7,635
7,855
-220
7,400
7,917
-517
71,128
65,304
5,824
26,357
47,204
-20,847
42,008
44,957
-2,949
24,498
24,636
-138
3,541
3,469
72
30,486
35,461
-4,975
1,886
1,947
-61
19,955
16,932
3,023
263,496
284,917
-21,421
325
322
3
2,199
2,160
39
222,636
198,855
23,781
7,955
7,194
761
196,307
195,542
765
9,479
9,210
269
35,954
44,145
-8,191
11,484
10,195
1,289
17,805
16,038
1,767
8,481
8,288
193
273,081
295,361
-22,280
9,580
9,403
177
8,745
8,274
471
10,298
10,766
-468
7,875
7,387
488
259,143
240,757
18,386
325,103
289,994
35,109
7,444
7,746
-302
42,995
47,962
-4,967
6,268
5,830
438
2,996
3,006
-10
2,339
2,326
13
312
315
-3
8,690
8,581
109
43,780
43,239
541
37,204
40,530
-3,326
3,193,985
3,166,017
27,968
1,731,388
1,718,435
12,953
1,165,368
1,166,165
-797
581,952
584,303
-2,351
581,003
583,166
-2,163
581,993
583,139
-1,146
102,797
98,903
3,894
913
913
8,187
8,189
-2
41,990
49,699
-7,709
1,236
1,209
27
7,698
8,030
-332
188,032
196,164
-8,132
176,322
204,177
-27,855
880
882
-2
19,417
17,881
1,536
20,845
19,641
1,204
25,986
42,956
-16,970
238,153
235,862
2,291
196,940
174,880
22,060
21,500
20,341
1,159
7,061
8,362
-1,301
4,777
4,893
-116
36,679
39,754
-3,075
9,952
11,152
-1,200
192,587
174,880
17,707
24,959
23,917
1,042
1,626
1,618
8
40,975
40,459
516
195,910
195,489
421
193,418
194,378
-960
74,730
60,492
14,238
3,678
3,632
46
20,577
22,867
-2,290
26,764
24,928
1,836
3,775
4,344
-569
21,322
16,593
4,729
21,336
22,053
-717
81,644
79,662
1,982
1,324,409
1,303,169
21,240
2,456,241
2,450,592
5,649
311,946
312,443
-497
1,339,555
1,326,042
13,513
1,164,966
1,166,128
-1,162
22,953
19,608
3,345
9,159
8,218
941
39,988
51,183
-11,195
2,336
2,301
35
16,272
13,724
2,548
40,997
47,514
-6,517
1,454
1,437
17
869
856
13
41,364
44,366
-3,002
20,275
20,884
-609
43,742
46,170
-2,428
390
389
1
201,480
184,035
17,445
3,148
3,066
82
748
730
18
328
328
33,965
35,059
-1,094
7
7
5,206
5,435
-229
130,704
74,499
56,205
220,301
228,163
-7,862
91,637
138,509
-46,872
331,012
191,992
139,020
165,280
196,401
-31,121
211,398
217,467
-6,069
240,838
333,805
-92,967
63,126
70,303
-7,177
306,465
239,049
67,416
267,894
278,587
-10,693
256,252
298,552
-42,300
230,481
143,334
87,147
41,694
37,607
4,087
50,097
21,982
28,115
148,288
186,773
-38,485
331,991
230,256
101,735
234,329
197,728
36,601
325,743
234,315
91,428
141,258
117,393
23,865
40,788
36,346
4,442
22,213
24,657
-2,444
59,289
40,654
18,635
49,036
40,513
8,523
282,089
240,354
41,735
203,409
246,838
-43,429
4,740
4,155
585
9,669
8,029
1,640
27,163
20,621
6,542
2,001
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
-12,578
b
17,131
c
-14,160
d
9,240
e
-7,217
1,291
-80,946
-53,774
67,624
-12,544
-42,842
67,183
-41,626
1,438
25,770
-354,145
42,210
-74,980
-14,316
65,499
-115,221
110,270
13,272
1,524
2,471
3
-29
24,887
-25,874
51
2,089
-423
82,718
-14,477
97
4
-220
-517
5,824
-20,847
-2,949
-138
72
-4,975
-61
3,023
-21,421
3
39
23,781
761
765
269
-8,191
1,289
1,767
193
-22,280
177
471
-468
488
18,386
35,109
-302
-4,967
438
-10
13
-3
109
541
-3,326
27,968
12,953
-797
-2,351
-2,163
-1,146
3,894
-2
-7,709
27
-332
-8,132
-27,855
-2
1,536
1,204
-16,970
2,291
22,060
1,159
-1,301
-116
-3,075
-1,200
17,707
1,042
8
516
421
-960
14,238
46
-2,290
1,836
-569
4,729
-717
1,982
21,240
5,649
-497
13,513
-1,162
3,345
941
-11,195
35
2,548
-6,517
17
13
-3,002
-609
-2,428
1
17,445
82
18
-1,094
7
-229
56,205
-7,862
-46,872
139,020
-31,121
-6,069
-92,967
-7,177
67,416
-10,693
-42,300
87,147
4,087
28,115
-38,485
101,735
36,601
91,428
23,865
4,442
-2,444
18,635
8,523
41,735
-43,429
585
1,640
6,542
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
138,817
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
31,342
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
1,683,780
32,154,563
0.05237
2017
1,425,575
32,564,885
0.04378
2016
1,454,194
31,765,864
0.04578
2015
1,557,697
34,516,088
0.04513
2014
1,340,769
35,854,545
0.03740
2
Total
of line 1, column (d)
.....................
2
0.224445
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
0.044889
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
30,435,248
5
Multiply line 4 by line 3
......................
5
1,366,208
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
10,180
7
Add lines 5 and 6
........................
7
1,376,388
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,771,690
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
10,180
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
3
Add lines 1 and 2
...........................
3
10,180
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
10,180
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
25,259
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
25,259
8
Enter any
penalty
for underpayment of estimated tax.
Check here
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
15,079
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
15,079
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CO
,
KS
,
OK
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 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
CAROL FEATHER-FRANCIS
Telephone no.
(620) 624-1371
Located at
112 W THIRD
LIBERAL
KS
ZIP+4
67901
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
No
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
CAROL FEATHER-FRANCIS
President
25.00
54,000
1501 TUCKER COURT
LIBERAL
,
KS
67901
NATHAN FOREMAN
Sec/Treas
3.00
18,000
101 W 4TH
LIBERAL
,
KS
67901
RICHARD R YOXALL
Vice President
3.00
18,000
101 WEST FOURTH STREET
LIBERAL
,
KS
67901
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
...................
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
.............
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
.........................
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
18,527,172
b
Average of monthly cash balances
.......................
1b
629,909
c
Fair market value of all other assets (see instructions)
................
1c
11,741,648
d
Total
(add lines 1a, b, and c)
.........................
1d
30,898,729
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
3
Subtract line 2 from line 1d
.........................
3
30,898,729
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
463,481
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
30,435,248
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,521,762
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
1,521,762
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
10,180
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
10,180
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,511,582
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,511,582
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,511,582
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
1,771,690
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
1,771,690
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
10,180
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,761,510
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
1,511,582
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
766,084
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,771,690
a
Applied to 2018, but not more than line 2a
766,084
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,005,606
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(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
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 instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
505,976
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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:
Carol Feather - Francis
PO Box 1356
Liberal
,
KS
679051356
(620) 624-1371
b
The form in which applications should be submitted and information and materials they should include:
Proposal concerning needs; availability of other funding; amount requested.
c
Any submission deadlines:
Monthly Board Meeting
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Must meet criteria specified in original Trust.
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
USD 480
7 W PARKWAY BLVD
LIBERAL
,
KS
67901
NONE
GOV
PROGRAMS AND EQUIPMENT
344,828
KS INDEPENDENT COLLEGE FUND
700 S KANSAS AVE SUITE 622
TOPEKA
,
KS
66603
NONE
PC
EDUCATIONAL SCHOLARSHIPS
25,000
THE STEPPING STONE SHELTER
1015 N WASHINGTON
LIBERAL
,
KS
67901
NONE
PC
OPERATING EXPENSES
50,000
RONALD MCDONALD HOUSE CHARITIES
1110 N EMPORIA
WICHITA
,
KS
67214
NONE
PC
HEALTHCARE
5,000
PANHANDLE STATE FOUNDATION
PO BOX 430
GOODWELL
,
OK
73939
NONE
PC
SCHOLARSHIPS
25,000
CROSSROADS CENTER INC
18252 RD 4
LIBERAL
,
KS
67901
NONE
PC
THERAPEUTIC RIDING EXPENSES
11,000
CITY OF LIBERAL
PO BOX 2199
LIBERAL
,
KS
67901
NONE
GOV
AIR MUSEUM FUNDING, PARKS & RECREATION PARKING LOT, SUMMER YOUTH PROGRAMS, ARKALON PARK SUPPORT, REC DEPT PROGRAMS & EQUIPMENT
338,382
BABE RUTH BASEBALL ASSOCIATION OF L
PO BOX 1604
LIBERAL
,
KS
67905
NONE
PC
ASSISTANCE WITH PROGRAM
20,000
SANTA FE COUNCIL 194
1515 E FULTON TERRACE
GARDEN CITY
,
KS
67846
NONE
PC
CAMP/RANCH IMPROVEMENTS
51,975
LIBERAL HOUSING AUTHORITY
1401 N NEW YORK
LIBERAL
,
KS
67901
NONE
PC
HOUSING IMPROVEMENTS
41,035
BEEJAYS INC
PO BOX 352
LIBERAL
,
KS
67905
NONE
PC
ASSISTANCE WITH EQUIPMENT, UNIFORMS AND OPERATIONS
19,000
YOUTH ENTREPRENEURS
4111 E 37TH ST
WICHITA
,
KS
67220
NONE
PC
BUSINESS EDUCATION
15,000
SMOKEY HILLS PUBLIC TELEVISION
PO BOX 9
BUNKER HILL
,
KS
67626
NONE
PC
CHILDRENS TV PROGRAMMING
30,000
SCCC DEVELOPMENT FOUNDATION
PO BOX 1137
LIBERAL
,
KS
67905
NONE
PC
SCHOLARSHIPS, ALLIED HEALTH DEPT.
347,000
BAKER ARTS CENTER INC
624 N PERSHING
LIBERAL
,
KS
67901
NONE
PC
ART MUSEUM PROGRAMS
45,000
KANZA SOCIETY INC
210 N SEVENTH
GARDEN CITY
,
KS
67846
NONE
PC
REGIONAL PROGRAMMING
30,000
HEARTSPRING
8700 E 29TH ST NORTH
WICHITA
,
KS
67226
NONE
PC
PEDIATRIC SERVICES
20,000
CITY ON A HILL INC
PO BOX 401
SCOTT CITY
,
KS
67871
NONE
PC
TREATMENT PROGRAMS
20,000
RUSSELL CHILD DEVELOPMENT CENTER
714 BALLINGER
GARDEN CITY
,
KS
67846
NONE
PC
BUILDING & PROGRAMS
21,375
LIBERAL KIDS INC
PO BOX 1691
LIBERAL
,
KS
67905
NONE
PC
EQUIPMENT
8,229
BRENT ELEY FOUNDATION
11980 E 16TH AVE
AURORA
,
CO
80010
NONE
PC
MEDICAL HOSPITALITY HOUSE
15,000
KANSAS CHILDRENS SERVICE LEAGUE
705 BALLINGER
GARDEN CITY
,
KS
67846
NONE
PC
HEAD START PROGRAM
34,000
JUNIOR ELITE SOFTBALL
1109 W 7TH
LIBERAL
,
KS
67901
NONE
PC
ESS EQUIP UNIFORMS
7,350
USD 483
PO BOX 760
PLAINS
,
KS
67869
NONE
GOV
INTERNET, ONE TO ONE INITIATIVE
21,584
SEWARD COUNTY COUNCIL ON AGING
PO BOX 376
LIBERAL
,
KS
67905
NONE
PC
PARKING AT SENIOR CENTER
20,000
KANSAS UNIVERSITY ENDOWMENT
PO BOX 928
LAWRENCE
,
KS
66044
NONE
PC
CONSTRUCTION
15,000
SUBLETTE VOLUNTEER FIRE DEPT
PO BOX 934
SUBLETTE
,
KS
67877
NONE
PC
RADIOS
7,000
USD 480 FOUNDATION
7 PARKWAY BLVD
LIBERAL
,
KS
67901
NONE
PC
AFTER PROM
500
MEADE CO EMS
725 W CARTHAGE ST
MEADE
,
KS
67864
NONE
GOV
TRAINING
11,990
GUYMON PUBLIC SCHOOLS
801 BEAVER
GUYMON
,
OK
73942
NONE
GOV
MUSIC PROGRAM
4,000
FRIENDS OF ARKALON PARK
PETE OLSEN C/O 400 N WASHINGTON
LIBERAL
,
KS
67901
NONE
PC
INTERNET/WIFI
8,700
KISMET LIBRARY FOUNDATION
PO BOX 66
KISMET
,
KS
67859
NONE
GOV
BUILDING PROJECT
10,000
EMBERHOPE YOUTHVILLE
PO BOX 210
NEWTON
,
KS
67114
NONE
PC
YOUTH RESIDENTIAL IMPROVEMENTS
25,000
MEADE CO FAIR ASSOC
PO BOX 369
MEADE
,
KS
67864
NONE
PC
REMODELING
10,000
KSDS INC
120 W 7TH ST
WASHINGTON
,
KS
66968
NONE
PC
ASSISTANCE DOGS
10,000
HOMECARE CORPORATION
224 N LINCOLN
LIBERAL
,
KS
67901
NONE
PC
FOOD CUPBOARD
5,000
LIBERAL SEWARD CO COMMUNICATION CEN
PO BOX 2199
LIBERAL
,
KS
67905
NONE
PC
RADIO SYSTEM
40,000
CITY OF FORGAN
105 W MAIN ST
FORGAN
,
OK
73938
NONE
GOV
YOUTH BALL FIELD
3,000
Total
.................................
3a
1,715,948
b
Approved for future payment
Total
.................................
3b
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
3,589
4
Dividends and interest from securities
....
14
583,661
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
346,847
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
138,817
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
MISCELLANEOUS
1
370
b
ROYALTY MINERAL INTERESTS
15
113,499
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,186,783
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,186,783
(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:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description