FIDELIA E PLETT CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FIDELIA E PLETT CHARITABLE FOUNDATION (EIN 48-1134587)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349104515
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T15:48:33-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481041128PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWINDOLL JANZEN HAWK & LOYD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1123 S MAIN ST PO BOX 1337AddressLine1Txt
CityMCPHERSONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP674601337ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481134587EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELIA E PLETT CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFIDEBusinessNameControlTxt
Phone6205856537PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11045 ARAPAHO RDAddressLine1Txt
CityINMANCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67546ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID BALZERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6202427287PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN E ALBRECHT CPAPreparerPersonNm
PTINP01056634PTIN
Phone6202411826PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$668,454FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,331ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$561InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$561InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,620DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,620DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,363NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$92,829GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,363CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,875TotalRevAndExpnssAmt
Total Net Invst Incm$55,544TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$900CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$900CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,222OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,222OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$852TaxesRevAndExpnssAmt
Taxes Net Invst Incm$852TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,974TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,974TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,974TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,974TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,901ExcessRevenueOverExpensesAmt
Net Investment Income$45,570NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,230SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,108SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,108SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$546,577CorporateStockBOYAmt
Corporate Stock EOY$279,112CorporateStockEOYAmt
Corporate Stock EOYFMV$353,242CorporateStockEOYFMVAmt
Corporate Bonds EOY$253,002CorporateBondsEOYAmt
Corporate Bonds EOYFMV$238,949CorporateBondsEOYFMVAmt
Other Investments EOY$59,386OtherInvestmentsEOYAmt
Other Investments EOYFMV$59,155OtherInvestmentsEOYFMVAmt
Total Assets BOY$585,807TotalAssetsBOYAmt
Total Assets EOY$608,608TotalAssetsEOYAmt
Total Assets EOYFMV$668,454TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$707,573CapitalStockBOYAmt
Capital Stock EOY$707,573CapitalStockEOYAmt
Retained Earning BOY-$121,766RetainedEarningBOYAmt
Retained Earning EOY-$98,965RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$585,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$608,608TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$585,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$608,608TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$585,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,901ExcessRevenueOverExpensesAmt
Subtotal$608,708SubtotalAmt
Other Decreases$100OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$608,608TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyEVERENCEPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$81,860GrossSalesPriceAmt
Cost Or Other Basis$54,466CostOrOtherBasisAmt
Gain Or Loss$27,394GainOrLossAmt
Gains Minus Excess Or Losses$27,394GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$38,363CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$633InvestmentIncomeExciseTaxAmt
Subtotal$633SubtotalAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$144TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID BALZERIndividualWithBooksNm
Phone6205856537PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11045 ARAPAHO RDAddressLine1Txt
CityINMANCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67546ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID BALZER
1045 ARAPAHO RDINMANKS67546CHAIRMAN1.00$150$0$0
SHARON STUCKY
PO BOX 223HESSTONKS67063DIRECTOR1.00$75$0$0
HEATHER MARTENS
6613 N WORTHINGTON RDBUHLERKS67522DIRECTOR1.00$150$0$0
JOHN GAEDDERT
7724 N WHEAT STATE RDBUHLERKS67522DIRECTOR1.00$75$0$0
KRISTINA REIMER BALZER
1045 ARAPAHO RDINMANKS67546SECRETARY/TR1.00$150$0$0
STACIE KLASSEN
13208 E 82ND AVEBUHLERKS67522DIRECTOR1.00$150$0$0
KEVIN WIENS
2321 EAST 43RD STHUTCHINSONKS675023145VICE CHAIR1.00$150$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$662,601AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,680AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$680,281TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$680,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,204CashDeemedCharitableAmt
Net Vl Noncharitable Assets$670,077NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,504MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,504MinimumInvestmentReturnAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Total Tax$633TotalTaxAmt
Distributable Before Adj$32,871DistributableBeforeAdjAmt
Distributable Before Ded$32,871DistributableBeforeDedAmt
Distributable As Adjusted$32,871DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,871DistributableAsAdjustedAmt
Undistributed Income PY$29,396UndistributedIncomePYAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Applied To Year1$29,396AppliedToYear1Amt
Applied To Current Year$604AppliedToCurrentYearAmt
Undistributed Income CY$32,267UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID BALZERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11045 ARAPAHO RDAddressLine1Txt
CityINMANCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67546ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6205856537RecipientPhoneNum
Form And Info And MaterialsTYPE WRITTEN REQUESTS WITH NEED ANALYSIS, PURPOSE AND ANTICIPATED RESULTFormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETHEL COLLEGE
300 E 27TH STREETNORTH NEWTONKS67117NONEPCSOCIAL WORK SCHOLARSHIPS$5,000
CAMP MENNOSCAH
PO BOX 65MURDOCKKS67111NONEPCGENERAL FUND FOR CAMP PROGRAMS$5,000
MENNONITE MISSION NETWORK
718 N MAIN STNEWTONKS671141703NONEPCSUPPORT FOR SERVICE PARTICIPANTS$5,000
OFFENDER VICTIM MINISTRIES INC
209 SOUTH PINE STNEWTONKS67114NONEPCM-2 PROGRAM SUPPORT$5,000
ANABAPTIST MENNONITE BIBLICAL SEMIN
3003 BENHAM AVENUEELKHARTIN46517NONEPCSTUDENT AID PROGRAM$3,000
STEPMC
1200 EAST KANSASMCPHERSONKS67460NONEPCPROGRAM SUPPORT$2,000
VICTORY VILLAGE CHRISTIAN ACADEMY
PO BOX 2068HUTCHINSONKS67504NONEPCACADEMY PROGRAM SUPPORT$3,000
PEACE CONNECTIONS
PO BOX 1147NEWTONKS67114NONEPCHARVEY COUNTY CIRCLES OF HOPE PRGM$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$561ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,620ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,363ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$55,544ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,544TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFIDELIA E PLETT TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11045 ARAPAHO ROADAddressLine1Txt
CityINMANCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67546ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,331TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$253,002EOYBookValueAmt
EOYFMV$238,949EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES - US$173,142$224,053
EQUITIES - INTERNATIONAL$105,970$129,189
MUTUAL FUNDS

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REITAT COST$41,975$42,978
TACTICALAT COST$17,411$16,177

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$100Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryEVERENCE FEESCategoryTxt
Amt$6,222Amt
Net Investment Income$6,222NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$852Amt
Net Investment Income$852NetInvestmentIncomeAmt

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