SARVER CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SARVER CHARITABLE TR (EIN 48-6298990)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-03
- IRS object ID
- 202301239349101905
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T17:22:28-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742842755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | RUSSELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67665 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486298990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARVER CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE PEOPLES BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARV | BusinessNameControlTxt |
| Phone | 7852826682 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | SMITH CENTER | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66967 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE PEOPLES BANK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONI | PersonFirstNm |
| Person Last | WOLTERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,767,231 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $244,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,461 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $41,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $41,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $41,600 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$218,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,026,897 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $111,008 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $111,008 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,446 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,635 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,812 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,600 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,514 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $445 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $445 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,548 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $134,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $701,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $703,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $835,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $732,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$656,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,358 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,137,040 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,330,123 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,273,166 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,217,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,087,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,446,706 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,223,056 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,550,780 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,287,264 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $801,906 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $18,753 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $783,598 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $783,153 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,708,494 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $23,584 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,243 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,243 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,462,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,803,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,767,231 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $133,758 | GrantsPayableBOYAmt |
| Grants Payable EOY | $131,508 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $133,758 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131,508 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,433,342 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,433,342 | CapitalStockEOYAmt |
| Retained Earning BOY | $895,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $238,385 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,328,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,671,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,462,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,803,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,328,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$656,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,671,727 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,671,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIEDLITY CAPITAL & INCOME FUND | P | 2021-08-24 | 2022-05-17 | $221,690 | $251,687 | -$29,997 | -$29,997 |
| ISHARES TR IBONDS | P | 2019-07-22 | 2022-09-26 | $22,933 | $26,401 | -$3,468 | -$3,468 |
| JOHN HANCOCK BOND CL | P | 2021-08-24 | 2022-05-17 | $86,003 | $100,000 | -$13,997 | -$13,997 |
| MFS SER TR VI | P | 2019-10-08 | 2022-07-28 | $23,000 | $20,194 | $2,806 | $2,806 |
| WESTERN ASSET MORTGAGE BACK SEC I | P | 2021-08-24 | 2022-01-11 | $100,129 | $102,138 | -$2,009 | -$2,009 |
| T ROWE PRICE GBL | P | 2019-10-17 | 2022-01-11 | $224,749 | $230,093 | -$5,344 | -$5,344 |
| AMERICAN NEW WORLD FUND CL | P | 2021-08-24 | 2022-03-15 | $33,096 | $44,686 | -$11,590 | -$11,590 |
| VANGAURD WORLD FD INTL | P | 2020-12-17 | 2022-03-15 | $65,799 | $100,000 | -$34,201 | -$34,201 |
| PIMCO LOW DURATION | P | 2021-11-18 | 2022-09-01 | $100,000 | $107,721 | -$7,721 | -$7,721 |
| VANGUARD EMERGING MKTS BND | P | 2020-01-21 | 2022-03-15 | $158,267 | $179,962 | -$21,695 | -$21,695 |
| PIMCO MORTGAGE OPP | P | 2022-01-11 | 2022-11-08 | $88,766 | $100,129 | -$11,363 | -$11,363 |
| VIACOMCBS INC | P | 2020-04-03 | 2022-04-11 | $99,663 | $95,691 | $3,972 | $3,972 |
| VANGUARD EMERGING MKTS BND | P | 2021-10-19 | 2022-03-15 | $42,676 | $50,000 | -$7,324 | -$7,324 |
| DOLTON ILL | P | 2011-11-22 | 2022-12-01 | $20,000 | $20,443 | -$443 | -$443 |
| COLUMBIA PROPERTY | P | 2018-04-04 | 2022-01-17 | $21,771 | $19,904 | $1,867 | $1,867 |
| ROUND LAKE BEACH IL | P | 2010-07-27 | 2022-05-05 | $100,000 | $100,648 | -$648 | -$648 |
| COMPASS MINERALS INTL INC | P | 2016-08-11 | 2022-07-08 | $22,672 | $46,328 | -$23,656 | -$23,656 |
| DODGE & COX INCOME FUND | P | 2020-09-03 | 2022-09-01 | $126,441 | $150,000 | -$23,559 | -$23,559 |
| JOHN HANCOCK BOND CL I | P | 2020-09-03 | 2022-04-19 | $128,598 | $150,000 | -$21,402 | -$21,402 |
| INVESCO TAXABLE MUNICIPAL BOND | P | 2010-06-18 | 2022-05-13 | $247,403 | $274,304 | -$26,901 | -$26,901 |
| ISHARES TR IBONDS | P | 2017-03-16 | 2022-08-25 | $25,075 | $25,015 | $60 | $60 |
| ISHARES TR IBONDS | P | 2017-03-08 | 2022-08-31 | $24,660 | $24,894 | -$234 | -$234 |
| ISAHRES TR IBONDS | P | 2017-03-16 | 2022-08-25 | $24,749 | $24,950 | -$201 | -$201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$218,291 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$84,001 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,058 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,058 | SubtotalAmt |
| Tax Based On Investment Income | $4,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,784 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,726 | OverpaymentAmt |
| Applied To ES Tax | $4,060 | AppliedToESTaxAmt |
| Refund | $666 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE PEOPLES BANK | IndividualWithBooksNm |
| Phone | 7852826682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | SMITH CENTER | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66967 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THE PEOPLES BANK | ||||||||
| PO BOX 307 | SMITH CENTER | KS | 66967 | OFFICER | 1.00 | $52,446 | $0 | $0 |
| PETE BOHM | ||||||||
| 632 SOUTH BROADWAY | SALINA | KS | 67401 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| GEORGE EAKIN | ||||||||
| 225 SOUTH 8TH | OSBORNE | KS | 67473 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| PAUL S GREGORY | ||||||||
| 218 SOUTH 4TH | OSBORNE | KS | 67473 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| LANCE R WOLTERS | ||||||||
| 111 MERCURY AVE | OSBORNE | KS | 67473 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| MELVIN WILCOXSON | ||||||||
| 219 S 4TH | OSBORNE | KS | 67473 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,230,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,899,032 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,392,734 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,392,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,191,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $659,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $659,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,058 | TotalTaxAmt |
| Distributable Before Adj | $655,534 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $655,534 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $655,534 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $732,527 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $732,527 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $691,232 | UndistributedIncomePYAmt |
| Qualifying Distributions | $732,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $691,232 | AppliedToYear1Amt |
| Applied To Current Year | $41,295 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $614,239 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARVER CHARITABLE TRUST PAUL GREGO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12 | AddressLine1Txt |
| City | OSBORNE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7853465445 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 1315 SW ARROWHEAD RD C/O | TOPEKA | KS | 66604 | PC | CHARITABLE GRANT | $69,123 |
| ASSEMBLY OF GOD CHURCH OSBORNE | ||||||
| 125 S OAK | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| BIBLE BAPTIST CHURCH OF OSBORNE | ||||||
| 131 SOUTH 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| BRINGING IT HOME TO OZ INC | ||||||
| PO BOX 54 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| BULL CITY OPRY | ||||||
| 2649 W 130TH DR | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $629 |
| CHRISTIAN CHURCH OF DOWNS | ||||||
| 1071 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| CITY OF DOWNS | ||||||
| 715 RAILROAD AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $6,250 |
| CITY OF OSBORNE | ||||||
| 129 S 1ST | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $16,300 |
| DOWNS ART COUNCIL | ||||||
| PO BOX 211 | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 |
| DOWNS MINISTERIAL ALLIANCE (FOOD BA | ||||||
| 345 S HWY 181 | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| DOWNS PARKS & RECREATION | ||||||
| PO BOX 73 | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $1,500 |
| DOWNS SENIOR CENTER | ||||||
| 514 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $1,500 |
| EAGER BEAVERS 4H | ||||||
| PO BOX 354 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $300 |
| FAITH LUTHEAN CHURCH OF OSBORNE | ||||||
| 629 N 2ND | OSBORNE | KS | 67473 | I | CHARITABLE GRANT | $12,000 |
| FORD FUND | ||||||
| PO BOX 189 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 |
| FORT HAYS STATE UNIVERSITY FOUNDATI | ||||||
| 610 PARK STREET | HAYS | KS | 67601 | PC | CHARITABLE GRANT | $69,123 |
| FREE METHODIST CHURCH OF OSBORNE | ||||||
| 724 WEST MAIN STREET | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| GRACE METHODIST CHURCH OF PORTIS | ||||||
| 108 E 5TH | PORTIS | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| KANSAS NATURAL RESOURCE FOUNDATION | ||||||
| 1117 W HWY 24 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $250 |
| LAKESIDE HIGH SCHOOL | ||||||
| 1306 MORGAN AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $750 |
| LAKESIDE STARZ DANCE TEAM | ||||||
| 1306 MORGAN AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| ATTN JAN R SUMNER 6611 | WICHITA | KS | 67206 | PC | CHARITABLE GRANT | $69,123 |
| LIGHTHOUSE COUMMUNITY CHURCH OF DOW | ||||||
| 901 W BLUNT | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| LUTHERAN CHURCH OF DOWNS | ||||||
| 1019 BLUNT | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| MT AYE FRIENDS CHURCH | ||||||
| 1265 COUNTY 656 AVE | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $5,000 |
| NATION BUILDERS MINISTRIES | ||||||
| 209 NICHOLAS AVE | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $4,000 |
| NATOMA COMMUNITY CENTER | ||||||
| PO BOX 44 | NATOMA | KS | 67623 | PC | CHARITABLE GRANT | $500 |
| NORTH CENTRAL KANSAS OUTDOOR YOUTH | ||||||
| PO BOX 228 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,500 |
| OSBORNE COUNTY KLA | ||||||
| 6031 SW 37TH ST | TOPEKA | KS | 66614 | GOV | CHARITABLE CONTRIBUTION | $2,500 |
| OSBORNE COUNTY MEMORIAL HOSPITAL | ||||||
| 424 W NEW HAMPSHIRE ST | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $14,271 |
| OSBORNE COUNTY VETERANS FOUNDATION | ||||||
| PO BOX 123 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| OSBORNE MINISTERIAL ALLIANCE (FOOD | ||||||
| 125 S OAK | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| OSBORNE PUBLIC LIBRARY | ||||||
| 325 W MAIN | OBSORNE | KS | 67473 | GOV | CHARITABLE GRANT | $5,000 |
| OSBORNE ROATARY CLUB | ||||||
| 123 S 9TH | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $250 |
| OSBORNE RURAL FIRE DEPT 1 | ||||||
| PO BOX 160 | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $18,000 |
| OSBORNE SENIOR CENTER | ||||||
| 108 W MAIN | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $7,000 |
| PEACH LUTHERAN CHURCH OF NATOMA | ||||||
| 705 5TH | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $5,000 |
| PENN TOWNSHIP | ||||||
| 913 S 130TH AVE | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $8,000 |
| PLEASANT PLAIN CHURCH | ||||||
| 2780 W 160TH DR | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $5,000 |
| ROSE VALLEY CHURCH | ||||||
| 107 COUNTY 685 AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| SHINE | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $3,000 |
| SMOKY HILLS PUBLIC TV | ||||||
| PO BOX 9 | BUNKER HILL | KS | 67626 | PC | CHARITABLE GRANT | $2,500 |
| SOLOMON VALLEY TRANSPORTATION | ||||||
| PO BOX 70 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $7,500 |
| ST ALOYSIUS CATHOLIC CHURCH | ||||||
| 203 N ELM | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $69,123 |
| ST MARYS CATHOLIC CHURCH OF DOWNS | ||||||
| 1312 PRENTISS STREET | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| THE SALVATION ARMY | ||||||
| PO BOX 412577 | KANSAS CITY | MO | 64141 | PC | CHARITABLE GRANT | $69,123 |
| UNITED CHRISTIAN CHURCH OF OSBORNE | ||||||
| 212 N 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| UNITED METHODIST CHURCH OF ALTON | ||||||
| 408 MILL ST | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $5,000 |
| UNITED METHODIST CHURCH OF DOWNS | ||||||
| 1000 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $5,000 |
| UNITED METHODIST CHURCH OF NATOMA | ||||||
| 804 4TH ST | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $5,000 |
| UNITED METHODIST CHURCH OF OSBORNE | ||||||
| PO BOX 287 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| USD 392 OSBORNE | ||||||
| 213 W ADAMS | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $16,000 |
| ADRIANNA BERGMANN | ||||||
| 1105 PRENTISS ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,000 |
| ALEX KETTER | ||||||
| 313 W 160TH DR | TIPTON | KS | 67485 | I | SCHOLARSHIP | $1,400 |
| ALISHA SCHWINN | ||||||
| 5130 SW 53RD ST | TOPEKA | KS | 66610 | I | SCHOLARSHIP | $500 |
| ALLISON BRUMMER | ||||||
| 1531 S 1ST AVE | TIPTON | KS | 67485 | I | SCHOLARSHIP | $2,000 |
| ALYVIA ZEIGLER | ||||||
| 2820 HWY 18 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $2,000 |
| ASHLEY LAROCQUE | ||||||
| 336 70 RD | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 |
| ASHTON BAXA | ||||||
| 201 S 5TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| ASHTON LUND | ||||||
| 2576 COUNTY 671 AVE | WALDO | KS | 67673 | I | SCHOLARSHIP | $1,400 |
| AUBREY NAASZ | ||||||
| 414 DWLAWARE ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| AVA STULL | ||||||
| PO BOX 354 | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| BLAIR WOLTERS | ||||||
| 68 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $2,000 |
| GABRIEL PASILAS | ||||||
| 514 W NEW HAMPSHIRE | OSBRONE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| CALIE WOLTERS | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| CARTER BROWN | ||||||
| 1015 ROSS ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 |
| CARTER WALSH | ||||||
| PO BOX 246 | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,400 |
| CHARLIE SEIFERT | ||||||
| 312 S 2ND ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| CHLOE BEHRENS | ||||||
| 2628 W 40TH DR | ALTON | KS | 67623 | I | SCHOLARSHIP | $1,400 |
| CLAYTON SHARP | ||||||
| 1009 ROSS | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 |
| COOPER BROWN | ||||||
| 1015 ROSS ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| COURTNEY BAETZ | ||||||
| 615 DELAWARE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| CULLEN GRABAST | ||||||
| 332 N 2ND | OISBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| DAYTON LANTZ | ||||||
| 527 N 1ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| DEREK GEORGE | ||||||
| 519 ELM ST | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 |
| DYLEN TRECEK | ||||||
| 549 COUNTY 657 AVE | ALTON | KS | 67623 | I | SCHOLARSHIP | $1,700 |
| EMILIE BECKER | ||||||
| 1200 1ST ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| FELICITY CONWAY | ||||||
| 226 N 2ND ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| GRACE GRADY | ||||||
| 319 1ST ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| GRACE SARVER | ||||||
| PO BOX 6 | PORTIS | KS | 67474 | I | SCHOLARSHIP | $2,000 |
| GRACYN COTTERILL | ||||||
| 139 ASHWOOD DR | DAHLLNEGA | GA | 30533 | I | SCHOLARSHIP | $2,000 |
| GRADY WOLTERS | ||||||
| 122 S 11TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| HALEY FALLIS | ||||||
| 1336 W 300TH DR | LURAY | KS | 67649 | I | SCHOLARSHIP | $1,400 |
| HELEN CARLIN | ||||||
| 2016 W 90TH DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| ISAAC SCHOEN | ||||||
| 26094 280TH ROAD | DOWNS | KS | 67651 | I | SCHOLARSHIP | $2,000 |
| JACE SHOEN | ||||||
| 26094 280TH RD | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 |
| JAMIE RIPPE | ||||||
| 224 N 4TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| JANESA ELLIS | ||||||
| 619 ROSS | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| JESSICA ENGLER | ||||||
| 673 W HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| JILLIAN PODRYBAU | ||||||
| PO BOX 151 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 |
| JULIE SCHINDLER | ||||||
| 716 12TH ST | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,000 |
| KADE MILLER | ||||||
| 102 GEMINI AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| KAITLYN HOWLAND | ||||||
| 906 DIVISION | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| KYLAN CUNNINGHAM | ||||||
| 200 N HIGH ST | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $2,000 |
| LAKIN HEITSCHMIDT | ||||||
| 403 N PENNSYLVANIA AVE | HOLYROOD | KS | 67450 | I | SCHOLARSHIP | $1,700 |
| LEONIE HARZMAN | ||||||
| 288 COUNTY 685 AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| MASON SCHURR | ||||||
| 313 S 1ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| MORGAN EBERLE | ||||||
| 2382 200 RD | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $2,000 |
| PARKES WOLTERS | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| PAYTON HAKE | ||||||
| 609 LOCUST | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 |
| PIERCE WOLTERS | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARHSIP | $2,000 |
| REAGAN BALES | ||||||
| 1197 C 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| REILLY SMITH | ||||||
| 1200 1ST ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| RHYANN BROWN | ||||||
| 130 VAN BUREN ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| RYLAN CLINE-HACKEROTT | ||||||
| 126 EAST ADAMS | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| SARAH PELTON | ||||||
| 5713 181TH ST | PARADISE | KS | 67658 | I | SCHOLARSHIP | $2,000 |
| SARAH SEIFERT | ||||||
| 312 S 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| SHANDRA GRIFFIN | ||||||
| 2495 13 RD | PLAINVILLE | KS | 67663 | I | SCHOLARSHIP | $1,400 |
| SHELBY SENGER | ||||||
| PO BOX 3 | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $1,400 |
| SPENCER HEISE | ||||||
| 1006 COUNTY 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| STEELE WOLTERS | ||||||
| 112 S 11TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| TAMMY KELLER | ||||||
| 2256 CAWKER LANE | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 |
| THOMAS SPURGIN | ||||||
| 209 N 1ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| TREY PALMER | ||||||
| 422 E KIRWIN AVE | SALINA | KS | 67401 | I | SCHOLARSHIP | $1,400 |
| TRYSTAN SCHLAEFLI | ||||||
| 246 W HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| TYLER HEINSE | ||||||
| 1006 C 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| TYLER SCHOEN | ||||||
| 301 BLUNT | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| VAUGH STULL | ||||||
| PO BOX 354 | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| WYATT EBERLE | ||||||
| 2382 200 RD | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $2,000 |
| ZOE GIRARD | ||||||
| 755 CO 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $703,615 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OSBORNE COUNTY KLA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6031 SW 37TH ST | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE GRANT | GrantOrContributionPurposeTxt |
| Amt | $2,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $244,461 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,600 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $111,008 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$218,291 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $178,778 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,778 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS |
| 4 | ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS |
| 5B | ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS |
| 7 | ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS |
| 8 | PRINCIPAL INCOME (LOSS) GENERATED NOT SUBJECT TO DISTRIBUT |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ROOF | PropertyDesc |
| Acquired | 2010-06-01 | AcquiredDt |
| Cost Or Other Basis | $8,909 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $5,118 | PriorYearDepreciationAmt |
| Computation Method | STRAIGHT LINE | ComputationMethodTxt |
| Life | 20.0000 | LifeRt |
| Current Year Expense | $445 | CurrentYearExpenseAmt |
| Net Investment Income | $445 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1ST UNION NATL NK | $19,427 | $14,626 |
| AB HIGH INCOME FD INC | $149,927 | $122,183 |
| AIM COUNSELOR SER TR | $200,000 | $187,324 |
| BIARD CORE PLUS BOND FUND | $150,000 | $122,486 |
| BLACK HILLS CORP | $30,099 | $29,829 |
| BOEING | $60,894 | $44,404 |
| CB ONEOK INC | $85,635 | $81,438 |
| CITIGROUP | $87,084 | $72,359 |
| COLUMBIA PIPLINE | $20,506 | $19,707 |
| COLUMBIA PROPERTY | ||
| COLUMBIA STRATEGIC INCOME FND | $239,883 | $203,719 |
| CONOCOPHILLIPS | $14,892 | $14,597 |
| DODGE & COX INCOME FUND | ||
| DOMINION | $33,845 | $34,078 |
| EATON VANCE MUT FDS TR FLT RT L | $245,133 | $233,155 |
| ENTERGY | $53,596 | $49,319 |
| FIDELITY CAPITAL & INCOME | $150,000 | $147,697 |
| INVESCO TAXABLE MUNICIPAL BOND | ||
| ISHARES HIGH YIELD CORPORATE | $149,513 | $125,171 |
| ISHARES TR IBONDS | ||
| ISHARES TR IBONDS | ||
| ISHARES TR IBONDS | ||
| ISHARES TR IBONDS | ||
| JOHN HANDCOCK BOND CL I | ||
| MAINSTAY FDS | $150,000 | $149,346 |
| MORGAN STANLEY 6% | $50,000 | $50,233 |
| MORGAN STANLEY FIN 2.25% | $75,000 | $59,571 |
| NATIONAL RURAL UTIL COOP FIN | $25,000 | $23,374 |
| NATIONAL RURAL UTILS COOP FIN | $30,000 | $28,469 |
| PARAMOUNT GLOBAL | $43,508 | $44,635 |
| PIMCO LOW DURATION | $92,279 | $82,678 |
| T ROWE PRICE GBL MLT SECTR I | ||
| VANGUARD EMERGING MKTS | ||
| VANGUARD FIXED INCOME | $224,552 | $185,259 |
| VANGUARD MALVERN FDS | $150,000 | $141,710 |
| VIACOMCBS INC 4.75% | $5,029 | $4,925 |
| WELLS FARGO 3.45% DUE 02/13/2023 | $14,978 | $14,972 |
| WESTERN ASSETMORTGAGE BACKED SEC |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN NEW WORLD FUND | ||
| AMERISOURCEBERGEN CORP | $31,271 | $66,284 |
| ANALOG DEVICES, INC. | $53,278 | $82,015 |
| ANTHEM INC | ||
| BANK NEW YORK MELLON CORP | $18,761 | $18,208 |
| BERKSHIRE HATHAWAY INC | $17,987 | $139,005 |
| CENTRAL VALLEY AG COOPERATIVE | $10 | $10 |
| CHARLES SCHWAB CORP | $20,950 | $41,630 |
| CISCO SYSTEMS INC | $31,462 | $33,348 |
| COMCAST CORP | $53,109 | $52,455 |
| COMPASS MINERALS INTL | ||
| DOMINION ENERGY INC | $36,355 | $30,660 |
| ELEVANCE HEALTH INC | $84,168 | $153,891 |
| ENBRIDGE INC | $27,481 | $31,280 |
| EXXON MOBIL CORP | $23,213 | $55,150 |
| FIDELITY INVESTMENT TRUST | $50,000 | $49,715 |
| FIDELITY SEL HEALTH CARE | $10,000 | $22,874 |
| FIDELITY SELECT BIOTECH PORTFO | $8,510 | $31,609 |
| HOME DEPOT INC | $50,792 | $134,241 |
| HONEYWELL INT'L INC | $43,078 | $64,290 |
| INVESCO QQQ | $19,328 | $79,884 |
| ISAHRES MSCI EAFE | $21,342 | $19,692 |
| ISHARES SELECT DIVIDEND INDEX | $45,217 | $60,300 |
| ISHARES TR U.S. PFD STK ETF | $93,494 | $76,325 |
| JPMORGAN CHASE & CO | $31,497 | $40,230 |
| MASTERCARD INC | $16,560 | $62,591 |
| MCDONALDS CORP | $68,698 | $237,177 |
| MEDTRONIC INC | $124,055 | $139,896 |
| META PLATFORMS INC | $26,547 | $21,060 |
| MFS SER TR VI GLB EQTY FD R6 | $152,292 | $150,269 |
| MICROSOFT CORP | $30,187 | $101,924 |
| MIDWAY COOP, OSBORNE | $10 | $10 |
| NEW PERSPECTIVE FD INC CL F 3 | $167,414 | $169,189 |
| OMNICOM GROUP INC | $100,299 | $114,198 |
| ORACLE CORPORATION | $57,227 | $98,088 |
| PEPSICO INC | $25,096 | $158,078 |
| PFIZER INC | $14,046 | $25,620 |
| PROCTER & GAMBLE CO | $23,348 | $75,780 |
| S&P SPDR CONSUMER DISCRETION | $5,353 | $20,666 |
| S&P SPDR ENERGY | $52,076 | $104,964 |
| S&P SPDR FINANCIALS | $33,517 | $51,300 |
| S&P SPDR TECHNOLOGY | $30,938 | $62,220 |
| SANOFI ADR | $11,348 | $14,529 |
| SELECT SECTOR SPDR | $34,969 | $36,930 |
| SPDR DOW JONES INDUSTRIAL AVE | $16,991 | $49,700 |
| UNILEVER PLC ADR | $106,936 | $100,700 |
| UNITEDHEALTH GROUP INC | $28,388 | $53,018 |
| VANGUARD COMMUNICATION SERVICES | $32,949 | $32,900 |
| VANGUARD S&P 500 INDEX ETF | $117,372 | $175,670 |
| VANGUARD WORLD FD INTL GR FD ADM | ||
| VERIZON COMMUNICATIONS INC | $5,863 | $7,880 |
| WALMART | $33,796 | $99,253 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $134,028 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $128,177 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,196,095 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,144,989 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS & EQUIPMENT | $22,099 | $18,753 | $3,346 | $3,336 |
| LAND | $779,807 | $779,807 | $4,702,836 | |
| MINERALS | $2,322 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,600 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFFERED PATRONAGE | $18,800 | $20,982 | $20,982 |
| ACCRUED DIVIDENDS, INTEREST, AND CAP | $4,784 | $8,261 | $8,261 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHEMICAL | $15,368 | $15,368 |
| FERTILIZER | $7,198 | $7,198 |
| INSURANCE | $6,488 | $6,488 |
| UTILITIES | $927 | $927 |
| SEVERENCE TAX | $1 | $1 |
| REPAIRS | $2,986 | $2,986 |
| MISCELLANEOUS EXPENSE | $127 | $127 |
| IRRIGATION FUEL | $883 | $883 |
| LABOR | $1,570 | $1,570 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GRAIN SALES | $73,549 | $73,549 |
| PATRONAGE DIVIDEND | $6,296 | $6,296 |
| REIMBURSEMENTS | $4,399 | $4,399 |
| SCHOLARSHIP & GRANTS REFUNDS | $11,783 | $11,783 |
| ROYALTY | $1,033 | $1,033 |
| CROP INSURANCE | $13,880 | $13,880 |
| MISC REVENUE | $68 | $68 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE TAXES | $25,818 | $25,818 |
| EXCISE TAXES | $11,647 | $11,647 |
| OIL ROYALTY TAXES | $49 | $49 |
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